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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,247,827
shares
|
$131 Million
0.15% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,042,028
shares
|
$119 Million
0.11% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,001,793
shares
|
$117 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,785,477
shares
|
$104 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
1,765,991
shares
|
$103 Million
4.32% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,515,932
shares
|
$88.3 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
1,448,441
shares
|
$84.3 Million
3.8% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
1,417,070
shares
|
$82.5 Million
10.37% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
1,409,258
shares
|
$82 Million
7.19% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
1,403,210
shares
|
$81.7 Million
8.14% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,393,701
shares
|
$81.1 Million
6.76% of portfolio
|
Q2 2023
Reduced 21.1%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,393,701
shares
|
$81.1 Million
6.76% of portfolio
|
Q2 2023
Reduced 21.1%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
1,334,049
shares
|
$77.7 Million
0.65% of portfolio
|
Q4 2024
Reduced 95.65%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
1,238,385
shares
|
$72.1 Million
6.64% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
1,205,081
shares
|
$70.2 Million
9.54% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
1,199,535
shares
|
$69.8 Million
11.77% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,127,122
shares
|
$65.6 Million
0.4% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,117,901
shares
|
$65.1 Million
13.39% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,076,443
shares
|
$62.7 Million
13.51% of portfolio
|
Q2 2022
Reduced 0.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,004,154
shares
|
$58.5 Million
0.21% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
975,785
shares
|
$56.8 Million
1.67% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
964,702
shares
|
$56.2 Million
22.72% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
959,712
shares
|
$55.9 Million
0.12% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
904,501
shares
|
$52.7 Million
5.55% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
894,675
shares
|
$52.1 Million
15.92% of portfolio
|
Q4 2024
Added 5.99%
|