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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
67,315
shares
|
$3.92 Million
0.83% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
66,996
shares
|
$3.9 Million
0.38% of portfolio
|
Q4 2024
Reduced 19.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
66,795
shares
|
$3.89 Million
0.15% of portfolio
|
Q4 2024
Added 111.48%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
66,408
shares
|
$3.87 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
66,395
shares
|
$3.87 Million
1.33% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
65,510
shares
|
$3.81 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
65,415
shares
|
$3.81 Million
0.76% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
65,080
shares
|
$3.79 Million
0.9% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
64,624
shares
|
$3.76 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
64,280
shares
|
$3.74 Million
1.85% of portfolio
|
Q1 2024
Added 3.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
64,117
shares
|
$3.73 Million
0.13% of portfolio
|
Q4 2024
Reduced 17.82%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
63,703
shares
|
$3.71 Million
1.66% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
62,003
shares
|
$3.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
61,971
shares
|
$3.61 Million
0.12% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
61,840
shares
|
$3.6 Million
0.04% of portfolio
|
Q4 2024
Added 14.62%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
60,774
shares
|
$3.54 Million
0.04% of portfolio
|
Q4 2024
Reduced 47.76%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
60,728
shares
|
$3.54 Million
0.24% of portfolio
|
Q4 2024
Reduced 33.47%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
59,933
shares
|
$3.49 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
59,774
shares
|
$3.48 Million
0.1% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
59,697
shares
|
$3.48 Million
2.31% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
59,686
shares
|
$3.47 Million
0.83% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
59,497
shares
|
$3.46 Million
0.21% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
58,087
shares
|
$3.38 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
58,030
shares
|
$3.38 Million
0.43% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
57,122
shares
|
$3.33 Million
0.12% of portfolio
|
Q4 2024
Added 14.26%
|