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 |
|---|---|---|---|---|---|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
3,259
shares
|
$206,848
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
3,241
shares
|
$205,706
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,239
shares
|
$205,579
0.03% of portfolio
|
Q3 2024
Reduced 48.06%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
3,221
shares
|
$204,436
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
3,200
shares
|
$203,104
0.0% of portfolio
|
Q3 2024
Reduced 33.29%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
3,197
shares
|
$202,913
0.11% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
3,047
shares
|
$193,393
0.47% of portfolio
|
Q3 2024
Reduced 16.04%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
2,974
shares
|
$188,759
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,973
shares
|
$188,696
0.04% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,963
shares
|
$188,061
0.01% of portfolio
|
Q1 2024
Added 8.42%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,850
shares
|
$180,889
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
2,780
shares
|
$176,446
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
2,776
shares
|
$176,192
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,765
shares
|
$175,494
0.03% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
2,738
shares
|
$173,780
0.13% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,679
shares
|
$170,036
0.06% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
2,614
shares
|
$165,910
0.04% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,610
shares
|
$165,656
0.01% of portfolio
|
Q4 2022
Added 0.66%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
2,600
shares
|
$165,022
0.07% of portfolio
|
Q2 2023
Reduced 3.7%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
2,590
shares
|
$164,387
0.0% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
2,588
shares
|
$164,260
0.26% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,555
shares
|
$162,165
0.02% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,508
shares
|
$159,182
0.01% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
2,411
shares
|
$153,026
0.0% of portfolio
|
Q4 2024
Added 33.94%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
2,353
shares
|
$149,344
0.09% of portfolio
|
Q1 2024
Reduced 0.76%
|