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 1,200 institutions that hold shares in the stock, with a total of 278 Million shares, which have been reported (via 13F filing form) to have a value of $17.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
24,057
shares
|
$1.54 Million
0.22% of portfolio
|
Q4 2024
Reduced 41.03%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
23,948
shares
|
$1.53 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
23,512
shares
|
$1.5 Million
0.3% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
23,478
shares
|
$1.5 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
23,343
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
23,092
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 74.0%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
22,993
shares
|
$1.47 Million
0.41% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
22,973
shares
|
$1.47 Million
0.29% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
22,822
shares
|
$1.46 Million
0.22% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
22,726
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2024
Added 105.67%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
22,551
shares
|
$1.44 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
22,521
shares
|
$1.44 Million
0.28% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
22,518
shares
|
$1.44 Million
0.37% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
22,400
shares
|
$1.43 Million
0.62% of portfolio
|
Q4 2024
Added 24.44%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
22,199
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
22,145
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2023
Reduced 60.97%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
22,098
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.7%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
22,097
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 16.74%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
21,968
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.33%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
21,769
shares
|
$1.39 Million
1.08% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
21,677
shares
|
$1.38 Million
0.06% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
21,562
shares
|
$1.38 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
21,509
shares
|
$1.37 Million
0.12% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
21,314
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Added 36.71%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
21,078
shares
|
$1.34 Million
0.65% of portfolio
|
Q1 2024
Reduced 8.59%
|