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 1,220 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 $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
32,881
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
32,826
shares
|
$1.91 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
32,748
shares
|
$1.91 Million
0.02% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
32,325
shares
|
$1.88 Million
0.28% of portfolio
|
Q2 2023
Added 1.47%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
32,097
shares
|
$1.87 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
31,920
shares
|
$1.86 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
31,851
shares
|
$1.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.34%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
31,811
shares
|
$1.85 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
31,790
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2023
Reduced 10.92%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
31,721
shares
|
$1.85 Million
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
31,472
shares
|
$1.83 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
31,311
shares
|
$1.82 Million
1.85% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
31,088
shares
|
$1.81 Million
0.39% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
30,880
shares
|
$1.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
30,760
shares
|
$1.79 Million
0.17% of portfolio
|
Q3 2023
Reduced 2.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
30,623
shares
|
$1.78 Million
0.12% of portfolio
|
Q4 2024
Added 47.13%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
30,426
shares
|
$1.77 Million
0.58% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
30,419
shares
|
$1.77 Million
0.06% of portfolio
|
Q3 2022
Added 3.93%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
30,279
shares
|
$1.76 Million
0.07% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
30,138
shares
|
$1.75 Million
0.11% of portfolio
|
Q3 2022
Reduced 1.49%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
29,739
shares
|
$1.73 Million
0.12% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
29,622
shares
|
$1.72 Million
0.47% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
29,581
shares
|
$1.72 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
29,277
shares
|
$1.7 Million
1.83% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
28,841
shares
|
$1.68 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.1%
|