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 |
|---|---|---|---|---|---|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
182,919
shares
|
$11.6 Million
7.91% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
182,525
shares
|
$11.6 Million
2.21% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
181,543
shares
|
$11.5 Million
1.05% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
181,523
shares
|
$11.5 Million
1.2% of portfolio
|
Q3 2024
Reduced 80.39%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
181,453
shares
|
$11.5 Million
3.75% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
181,065
shares
|
$11.5 Million
3.32% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
179,671
shares
|
$11.4 Million
0.76% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
177,053
shares
|
$11.2 Million
4.15% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
176,951
shares
|
$11.2 Million
0.07% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
175,495
shares
|
$11.1 Million
4.36% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
174,283
shares
|
$11 Million
0.9% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
174,281
shares
|
$11 Million
0.31% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
171,122
shares
|
$10.8 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
170,960
shares
|
$10.8 Million
9.97% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
170,118
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Added 22.18%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
169,851
shares
|
$10.8 Million
3.41% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
168,148
shares
|
$10.6 Million
5.7% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
166,900
shares
|
$10.6 Million
1.51% of portfolio
|
Q3 2023
Added 1.94%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
166,491
shares
|
$10.5 Million
2.98% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
164,508
shares
|
$10.4 Million
1.54% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
163,263
shares
|
$10.3 Million
0.69% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
162,033
shares
|
$10.3 Million
3.87% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
161,888
shares
|
$10.3 Million
5.39% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
161,233
shares
|
$10.2 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
160,684
shares
|
$10.2 Million
0.83% of portfolio
|
Q3 2024
Reduced 8.7%
|