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 |
|---|---|---|---|---|---|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
28,722
shares
|
$1.67 Million
1.29% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Northside Capital Management, LLC
|
Apr 10, 2025 Q1 2025 |
28,701
shares
|
$1.67 Million
0.29% of portfolio
|
Q4 2023
Added 50.5%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
28,617
shares
|
$1.67 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
28,395
shares
|
$1.65 Million
0.12% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
28,289
shares
|
$1.65 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
28,238
shares
|
$1.64 Million
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
28,027
shares
|
$1.63 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
27,976
shares
|
$1.63 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
27,933
shares
|
$1.63 Million
0.02% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
27,791
shares
|
$1.62 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
27,733
shares
|
$1.61 Million
0.97% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
27,713
shares
|
$1.61 Million
0.55% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
27,623
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2024
Reduced 30.98%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
27,504
shares
|
$1.6 Million
0.83% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
27,294
shares
|
$1.59 Million
0.41% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
27,235
shares
|
$1.59 Million
0.05% of portfolio
|
Q4 2024
Added 35.94%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
27,031
shares
|
$1.57 Million
1.17% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
27,015
shares
|
$1.57 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
26,792
shares
|
$1.56 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
26,775
shares
|
$1.56 Million
1.21% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
26,474
shares
|
$1.54 Million
0.38% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
26,454
shares
|
$1.54 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
26,382
shares
|
$1.54 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
26,257
shares
|
$1.53 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
26,098
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Added 33.81%
|