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 1,113 institutions that hold shares in the stock, with a total of 268 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
32,545
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
32,303
shares
|
$2.08 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
32,261
shares
|
$2.07 Million
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
32,189
shares
|
$2.07 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
31,920
shares
|
$2.05 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
31,858
shares
|
$2.05 Million
0.32% of portfolio
|
Q1 2023
Added 12.07%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
31,832
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Added 17.53%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
31,790
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2023
Reduced 10.92%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
31,711
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
31,606
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
31,585
shares
|
$2.03 Million
0.09% of portfolio
|
Q3 2024
Reduced 44.26%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
31,219
shares
|
$2.01 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
30,760
shares
|
$1.98 Million
0.17% of portfolio
|
Q3 2023
Reduced 2.09%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
30,757
shares
|
$1.98 Million
1.26% of portfolio
|
Q3 2024
Added 18.58%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
30,506
shares
|
$1.96 Million
0.4% of portfolio
|
Q3 2024
Added 135.26%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
30,419
shares
|
$1.95 Million
0.06% of portfolio
|
Q3 2022
Added 3.93%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
30,332
shares
|
$1.95 Million
1.77% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
30,138
shares
|
$1.94 Million
0.11% of portfolio
|
Q3 2022
Reduced 1.49%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
30,049
shares
|
$1.93 Million
0.96% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
30,047
shares
|
$1.93 Million
0.6% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
30,019
shares
|
$1.93 Million
0.1% of portfolio
|
Q3 2024
Added 19.47%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
29,918
shares
|
$1.92 Million
0.25% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
29,875
shares
|
$1.92 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
29,822
shares
|
$1.92 Million
0.06% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
29,696
shares
|
$1.91 Million
1.36% of portfolio
|
Q3 2024
Added 9.17%
|