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 1,220 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 $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
84,525
shares
|
$4.92 Million
0.2% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
82,650
shares
|
$4.81 Million
0.0% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
82,431
shares
|
$4.8 Million
2.13% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
81,962
shares
|
$4.77 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
81,837
shares
|
$4.76 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
81,514
shares
|
$4.75 Million
0.49% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
79,946
shares
|
$4.65 Million
1.16% of portfolio
|
Q4 2024
Reduced 54.37%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
79,199
shares
|
$4.61 Million
0.63% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
79,149
shares
|
$4.61 Million
0.35% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
78,430
shares
|
$4.57 Million
3.58% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
78,008
shares
|
$4.54 Million
1.7% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
77,948
shares
|
$4.54 Million
1.45% of portfolio
|
Q2 2022
Added 11.21%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
76,718
shares
|
$4.47 Million
0.59% of portfolio
|
Q4 2024
Added 42.71%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
76,601
shares
|
$4.46 Million
1.35% of portfolio
|
Q4 2024
Added 46.95%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
73,927
shares
|
$4.3 Million
2.37% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
73,786
shares
|
$4.3 Million
0.0% of portfolio
|
Q4 2024
Added 358.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
72,792
shares
|
$4.24 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
72,604
shares
|
$4.23 Million
0.06% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Feb 10, 2025 Q4 2024 |
70,336
shares
|
$4.09 Million
3.18% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
69,757
shares
|
$4.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
69,472
shares
|
$4.04 Million
4.43% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
69,407
shares
|
$4.04 Million
1.64% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
69,276
shares
|
$4.03 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
68,741
shares
|
$4 Million
1.45% of portfolio
|
Q4 2023
Added 2.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
67,817
shares
|
$3.95 Million
0.25% of portfolio
|
Q4 2024
Reduced 28.89%
|