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 |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
48,049
shares
|
$2.8 Million
1.32% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
47,916
shares
|
$2.79 Million
0.16% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
47,318
shares
|
$2.75 Million
0.13% of portfolio
|
Q4 2024
Reduced 36.77%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
47,272
shares
|
$2.75 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
47,123
shares
|
$2.74 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
46,486
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
46,470
shares
|
$2.71 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
46,123
shares
|
$2.69 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
45,835
shares
|
$2.67 Million
0.44% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
45,304
shares
|
$2.64 Million
0.04% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
45,073
shares
|
$2.62 Million
0.42% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
44,890
shares
|
$2.61 Million
2.52% of portfolio
|
Q1 2025
Added 20.76%
|
|
|
Oak Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
44,582
shares
|
$2.6 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
44,066
shares
|
$2.57 Million
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
43,659
shares
|
$2.54 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
43,542
shares
|
$2.54 Million
0.21% of portfolio
|
Q4 2024
Added 346.91%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
43,173
shares
|
$2.51 Million
1.78% of portfolio
|
Q3 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
42,896
shares
|
$2.5 Million
0.33% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
42,693
shares
|
$2.49 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
42,570
shares
|
$2.48 Million
2.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
41,939
shares
|
$2.44 Million
0.68% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
41,518
shares
|
$2.42 Million
0.09% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
41,314
shares
|
$2.41 Million
0.17% of portfolio
|
Q4 2024
Added 554.01%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
41,203
shares
|
$2.4 Million
2.09% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
40,920
shares
|
$2.38 Million
4.53% of portfolio
|
Q4 2024
Added 1.87%
|