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 1,239 institutions that hold shares in the stock, with a total of 294 Million shares, which have been reported (via 13F filing form) to have a value of $18.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
67,116
shares
|
$4.18 Million
2.58% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
66,876
shares
|
$4.16 Million
0.65% of portfolio
|
Q1 2025
Added 230.5%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
66,836
shares
|
$4.16 Million
0.8% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
65,739
shares
|
$4.09 Million
1.49% of portfolio
|
Q1 2025
Added 22.3%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
65,415
shares
|
$4.07 Million
0.76% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
65,133
shares
|
$4.06 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
64,284
shares
|
$4 Million
3.2% of portfolio
|
Q1 2025
Added 30.59%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
64,280
shares
|
$4 Million
1.85% of portfolio
|
Q1 2024
Added 3.65%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
63,901
shares
|
$3.98 Million
1.68% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
62,593
shares
|
$3.9 Million
1.34% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
60,851
shares
|
$3.79 Million
0.27% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
59,933
shares
|
$3.73 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
59,855
shares
|
$3.73 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
59,774
shares
|
$3.72 Million
0.1% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
59,686
shares
|
$3.72 Million
0.83% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
57,908
shares
|
$3.61 Million
1.24% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
57,657
shares
|
$3.59 Million
0.1% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
56,644
shares
|
$3.53 Million
0.42% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
55,887
shares
|
$3.48 Million
1.18% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
55,567
shares
|
$3.46 Million
0.14% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
55,225
shares
|
$3.44 Million
1.46% of portfolio
|
Q1 2025
Added 14.93%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
55,213
shares
|
$3.44 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
53,345
shares
|
$3.32 Million
0.12% of portfolio
|
Q1 2025
Added 76.18%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
53,177
shares
|
$3.31 Million
1.87% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
52,881
shares
|
$3.29 Million
0.53% of portfolio
|
Q1 2025
Reduced 7.87%
|