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 |
|---|---|---|---|---|---|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
45,967
shares
|
$2.86 Million
0.8% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
45,835
shares
|
$2.85 Million
0.44% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
45,587
shares
|
$2.84 Million
0.23% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
45,073
shares
|
$2.81 Million
0.42% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
44,890
shares
|
$2.79 Million
2.52% of portfolio
|
Q1 2025
Added 20.76%
|
|
|
Oak Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
44,582
shares
|
$2.78 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
44,178
shares
|
$2.75 Million
0.04% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
44,066
shares
|
$2.74 Million
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
43,706
shares
|
$2.72 Million
0.18% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
43,532
shares
|
$2.71 Million
0.09% of portfolio
|
Q1 2025
Reduced 52.88%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
43,173
shares
|
$2.69 Million
1.78% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
42,778
shares
|
$2.66 Million
0.03% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
42,762
shares
|
$2.66 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
42,570
shares
|
$2.65 Million
2.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
42,199
shares
|
$2.63 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
41,752
shares
|
$2.6 Million
0.12% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
41,218
shares
|
$2.57 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
41,203
shares
|
$2.57 Million
2.09% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
41,154
shares
|
$2.56 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
41,027
shares
|
$2.55 Million
0.76% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
40,920
shares
|
$2.55 Million
4.53% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
40,917
shares
|
$2.55 Million
0.14% of portfolio
|
Q1 2025
Added 39.68%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
40,902
shares
|
$2.55 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
40,595
shares
|
$2.53 Million
0.08% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
40,584
shares
|
$2.53 Million
0.33% of portfolio
|
Q1 2025
Reduced 5.39%
|