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 |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
35,525
shares
|
$2.21 Million
0.18% of portfolio
|
Q1 2025
Reduced 11.61%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
35,501
shares
|
$2.21 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
35,455
shares
|
$2.21 Million
0.25% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
35,382
shares
|
$2.2 Million
1.28% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
35,288
shares
|
$2.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
35,268
shares
|
$2.2 Million
0.75% of portfolio
|
Q1 2025
Added 496.65%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
34,902
shares
|
$2.17 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
34,660
shares
|
$2.16 Million
0.72% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
34,586
shares
|
$2.15 Million
0.86% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
34,047
shares
|
$2.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
33,938
shares
|
$2.11 Million
0.73% of portfolio
|
Q3 2023
Reduced 3.74%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
33,889
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
33,471
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
33,275
shares
|
$2.07 Million
2.71% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
33,246
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
33,151
shares
|
$2.06 Million
1.37% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
33,087
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
33,082
shares
|
$2.06 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
32,826
shares
|
$2.04 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
32,361
shares
|
$2.01 Million
0.08% of portfolio
|
Q1 2025
Reduced 51.55%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
May 12, 2025 Q1 2025 |
32,188
shares
|
$2 Million
1.53% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
31,920
shares
|
$1.99 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
31,811
shares
|
$1.98 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
31,790
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2023
Reduced 10.92%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
31,577
shares
|
$1.97 Million
0.07% of portfolio
|
Q1 2025
New holding
|