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 1,239 institutions that hold shares in the stock, with a total of 294 Million shares, which have been reported (via 13F filing form) to have a value of $18.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
16,805
shares
|
$1.05 Million
0.2% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
16,789
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
16,661
shares
|
$1.04 Million
0.84% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
16,565
shares
|
$1.03 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Apr 09, 2025 Q1 2025 |
16,503
shares
|
$1.03 Million
1.01% of portfolio
|
Q1 2025
Reduced 35.68%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
16,412
shares
|
$1.02 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
16,243
shares
|
$1.01 Million
0.34% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
16,197
shares
|
$1.01 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
16,069
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Added 156.69%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
16,017
shares
|
$997,218
0.03% of portfolio
|
Q1 2025
Added 1300.09%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
15,811
shares
|
$984,392
0.06% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
15,800
shares
|
$983,708
0.16% of portfolio
|
Q1 2024
Added 79.55%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
15,598
shares
|
$971,131
1.15% of portfolio
|
Q3 2022
Reduced 3.29%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
15,594
shares
|
$970,882
0.06% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
15,575
shares
|
$969,699
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
15,391
shares
|
$958,243
0.09% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
15,372
shares
|
$957,060
0.3% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
15,364
shares
|
$956,562
0.42% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
15,272
shares
|
$950,834
0.15% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
15,268
shares
|
$950,585
0.14% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
15,197
shares
|
$946,165
0.04% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
15,073
shares
|
$938,444
0.02% of portfolio
|
Q1 2025
Added 159.3%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
15,024
shares
|
$935,394
0.8% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,852
shares
|
$924,685
0.02% of portfolio
|
Q2 2023
Reduced 5.12%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
14,701
shares
|
$915,284
0.19% of portfolio
|
Q1 2025
Reduced 10.63%
|