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 1,218 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
133,751
shares
|
$7.79 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
131,728
shares
|
$7.67 Million
0.41% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
130,785
shares
|
$7.61 Million
0.06% of portfolio
|
Q4 2024
Added 16.01%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
129,342
shares
|
$7.53 Million
0.1% of portfolio
|
Q1 2025
Reduced 52.69%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
128,918
shares
|
$7.51 Million
0.2% of portfolio
|
Q1 2025
Reduced 15.8%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
126,742
shares
|
$7.38 Million
0.07% of portfolio
|
Q4 2024
Added 53.25%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
126,390
shares
|
$7.36 Million
2.36% of portfolio
|
Q2 2022
Added 9.73%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
125,746
shares
|
$7.32 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
123,996
shares
|
$7.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.36%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
122,091
shares
|
$7.11 Million
0.18% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
121,301
shares
|
$7.06 Million
0.35% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
119,656
shares
|
$6.97 Million
0.7% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
118,596
shares
|
$6.9 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
118,126
shares
|
$6.88 Million
0.07% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
117,472
shares
|
$6.84 Million
4.83% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
117,368
shares
|
$6.83 Million
0.08% of portfolio
|
Q4 2024
Reduced 16.17%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
116,500
shares
|
$6.78 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
116,459
shares
|
$6.78 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
115,432
shares
|
$6.72 Million
4.89% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
115,263
shares
|
$6.71 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
115,168
shares
|
$6.71 Million
0.54% of portfolio
|
Q4 2024
Added 19.44%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
115,023
shares
|
$6.7 Million
1.4% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
114,997
shares
|
$6.7 Million
3.68% of portfolio
|
Q4 2024
Reduced 13.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
114,386
shares
|
$6.66 Million
0.04% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
112,452
shares
|
$6.55 Million
3.25% of portfolio
|
Q4 2024
Reduced 43.69%
|