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 1,128 institutions that hold shares in the stock, with a total of 270 Million shares, which have been reported (via 13F filing form) to have a value of $17.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
264,762
shares
|
$16.8 Million
0.1% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
261,000
shares
|
$16.5 Million
2.94% of portfolio
|
Q3 2024
Added 22.11%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
260,961
shares
|
$16.5 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
260,571
shares
|
$16.5 Million
4.27% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
258,766
shares
|
$16.4 Million
0.16% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
258,235
shares
|
$16.4 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
256,800
shares
|
$16.3 Million
1.1% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
256,734
shares
|
$16.3 Million
2.92% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
254,804
shares
|
$16.1 Million
4.47% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
253,992
shares
|
$16.1 Million
7.05% of portfolio
|
Q3 2024
Added 78.18%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
249,902
shares
|
$15.8 Million
4.07% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
248,039
shares
|
$15.7 Million
0.88% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
242,396
shares
|
$15.4 Million
4.78% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
241,980
shares
|
$15.3 Million
2.46% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
239,813
shares
|
$15.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
232,735
shares
|
$14.7 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
231,115
shares
|
$14.6 Million
8.19% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
230,320
shares
|
$14.6 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
228,469
shares
|
$14.5 Million
7.64% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
224,078
shares
|
$14.2 Million
0.57% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
223,006
shares
|
$14.1 Million
0.28% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
221,646
shares
|
$14 Million
1.22% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
214,590
shares
|
$13.6 Million
2.28% of portfolio
|
Q3 2024
Added 61.34%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
212,304
shares
|
$13.4 Million
1.85% of portfolio
|
Q3 2024
Added 28.35%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
211,311
shares
|
$13.4 Million
6.74% of portfolio
|
Q3 2024
Added 10.58%
|