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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
52,833
shares
|
$3.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
52,667
shares
|
$3.28 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
52,619
shares
|
$3.28 Million
0.29% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
52,514
shares
|
$3.27 Million
0.96% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
52,316
shares
|
$3.26 Million
2.08% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
52,002
shares
|
$3.24 Million
0.99% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
51,818
shares
|
$3.23 Million
0.56% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
51,771
shares
|
$3.22 Million
0.3% of portfolio
|
Q2 2023
Reduced 9.71%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
51,464
shares
|
$3.2 Million
2.39% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
51,228
shares
|
$3.19 Million
1.06% of portfolio
|
Q1 2025
Added 41.54%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
51,183
shares
|
$3.19 Million
2.83% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
51,093
shares
|
$3.18 Million
1.42% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
51,072
shares
|
$3.18 Million
1.02% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
50,936
shares
|
$3.17 Million
1.66% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
50,917
shares
|
$3.17 Million
0.27% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
50,795
shares
|
$3.16 Million
0.0% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
49,099
shares
|
$3.06 Million
2.74% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
48,592
shares
|
$3.03 Million
1.02% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
48,144
shares
|
$3 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.78%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
47,945
shares
|
$2.99 Million
0.17% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
47,469
shares
|
$2.96 Million
0.23% of portfolio
|
Q1 2025
Added 16.71%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
May 12, 2025 Q1 2025 |
47,057
shares
|
$2.93 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
47,015
shares
|
$2.93 Million
0.04% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
46,470
shares
|
$2.89 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
46,123
shares
|
$2.87 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.55%
|