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 $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
25,906
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
25,798
shares
|
$1.67 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
25,769
shares
|
$1.67 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
25,676
shares
|
$1.66 Million
0.6% of portfolio
|
Q3 2024
Reduced 40.53%
|
|
|
Bouvel Investment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
25,667
shares
|
$1.66 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
25,548
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 09, 2024 Q3 2024 |
25,537
shares
|
$1.65 Million
1.67% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
25,518
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
25,403
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Gouws Capital LLC
|
Nov 06, 2024 Q3 2024 |
25,355
shares
|
$1.64 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
25,254
shares
|
$1.64 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
25,195
shares
|
$1.63 Million
0.39% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
25,077
shares
|
$1.62 Million
0.66% of portfolio
|
Q3 2024
Added 37.92%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
24,954
shares
|
$1.62 Million
0.16% of portfolio
|
Q3 2024
Reduced 27.79%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
24,795
shares
|
$1.61 Million
0.4% of portfolio
|
Q3 2024
Added 35.46%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
24,688
shares
|
$1.6 Million
0.21% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
24,566
shares
|
$1.59 Million
0.29% of portfolio
|
Q4 2022
Reduced 7.28%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
24,455
shares
|
$1.58 Million
0.55% of portfolio
|
Q3 2024
Added 434.54%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
24,321
shares
|
$1.57 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
24,249
shares
|
$1.57 Million
0.09% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
24,203
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
24,053
shares
|
$1.56 Million
0.88% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
23,991
shares
|
$1.55 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
23,937
shares
|
$1.55 Million
0.44% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
23,893
shares
|
$1.55 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.91%
|