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 1,115 institutions that hold shares in the stock, with a total of 269 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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,808,801
shares
|
$117 Million
0.27% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,788,882
shares
|
$116 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,689,589
shares
|
$110 Million
4.38% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
1,524,367
shares
|
$99 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,491,105
shares
|
$96.8 Million
0.54% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
1,431,025
shares
|
$92.9 Million
7.81% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
1,410,106
shares
|
$91.6 Million
3.93% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,393,701
shares
|
$90.5 Million
6.76% of portfolio
|
Q2 2023
Reduced 21.1%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,393,701
shares
|
$90.5 Million
6.76% of portfolio
|
Q2 2023
Reduced 21.1%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
1,352,539
shares
|
$87.8 Million
7.8% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
1,346,692
shares
|
$87.5 Million
8.26% of portfolio
|
Q3 2024
Added 78.37%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
1,226,224
shares
|
$79.6 Million
6.16% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,121,862
shares
|
$72.9 Million
11.4% of portfolio
|
Q3 2024
Added 24.85%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,117,901
shares
|
$72.6 Million
13.39% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
1,103,996
shares
|
$71.7 Million
9.25% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,076,443
shares
|
$69.9 Million
13.51% of portfolio
|
Q2 2022
Reduced 0.35%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,053,132
shares
|
$68.4 Million
0.42% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
972,233
shares
|
$63.1 Million
22.81% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
965,539
shares
|
$62.7 Million
0.21% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
957,396
shares
|
$62.2 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
903,220
shares
|
$58.7 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
898,495
shares
|
$58.3 Million
5.74% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
846,354
shares
|
$55 Million
2.52% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
844,149
shares
|
$54.8 Million
16.22% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
815,623
shares
|
$53 Million
1.47% of portfolio
|
Q3 2024
Added 13.21%
|