Institutional Ownership Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO). We have compiled data on the 1,159 institutions that hold shares in the stock, with a total of 273 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,345
shares
|
$275,690
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
4,325
shares
|
$274,421
0.1% of portfolio
|
Q4 2022
Reduced 37.09%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,317
shares
|
$273,913
0.07% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
4,255
shares
|
$269,979
0.02% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
4,246
shares
|
$269,408
0.07% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
4,208
shares
|
$266,997
0.02% of portfolio
|
Q3 2024
Reduced 18.73%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
4,196
shares
|
$266,236
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
4,187
shares
|
$265,665
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
4,136
shares
|
$262,429
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,130
shares
|
$262,048
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,116
shares
|
$261,160
0.02% of portfolio
|
Q4 2024
Added 19.55%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
4,077
shares
|
$258,685
0.13% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
4,073
shares
|
$258,431
0.05% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
4,045
shares
|
$256,655
0.13% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
4,004
shares
|
$254,053
0.02% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
4,000
shares
|
$253,800
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$253,800
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
3,977
shares
|
$252,340
0.23% of portfolio
|
Q4 2024
Reduced 35.16%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,950
shares
|
$250,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
3,933
shares
|
$249,548
0.03% of portfolio
|
Q4 2024
Reduced 65.75%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,930
shares
|
$249,358
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,930
shares
|
$249,358
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,913
shares
|
$248,279
0.01% of portfolio
|
Q3 2024
Added 506.75%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
3,908
shares
|
$247,962
0.16% of portfolio
|
Q1 2024
Reduced 22.52%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
3,908
shares
|
$247,962
0.15% of portfolio
|
Q4 2024
Reduced 10.35%
|