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 |
|---|---|---|---|---|---|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
14,328
shares
|
$927,738
0.22% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
14,149
shares
|
$916,147
0.15% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
14,052
shares
|
$909,867
0.22% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
13,945
shares
|
$902,938
0.03% of portfolio
|
Q3 2024
Added 45.4%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
13,855
shares
|
$897,111
0.04% of portfolio
|
Q3 2024
Added 20.78%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
13,817
shares
|
$894,650
0.58% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,675
shares
|
$885,456
0.02% of portfolio
|
Q3 2023
Added 4.53%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
13,616
shares
|
$881,636
0.22% of portfolio
|
Q2 2022
Reduced 4.19%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
13,599
shares
|
$880,535
0.75% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
13,463
shares
|
$871,729
0.03% of portfolio
|
Q1 2024
Reduced 45.52%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
13,441
shares
|
$870,304
0.37% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
13,431
shares
|
$869,657
0.03% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
13,340
shares
|
$863,765
0.23% of portfolio
|
Q1 2024
Reduced 4.07%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
13,318
shares
|
$862,340
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
13,271
shares
|
$859,297
0.01% of portfolio
|
Q3 2024
Added 38.2%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
13,260
shares
|
$858,585
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
13,179
shares
|
$853,340
0.01% of portfolio
|
Q3 2024
Added 143.51%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
13,159
shares
|
$852,045
0.03% of portfolio
|
Q3 2024
Added 91.85%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
13,129
shares
|
$850,102
0.22% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
13,098
shares
|
$848,095
0.0% of portfolio
|
Q3 2024
Added 48.87%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
13,072
shares
|
$846,412
0.29% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
12,992
shares
|
$841,232
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
12,746
shares
|
$825,303
0.2% of portfolio
|
Q3 2024
Reduced 10.57%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
12,730
shares
|
$824,267
0.38% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
12,648
shares
|
$818,958
0.03% of portfolio
|
Q3 2024
Added 40.42%
|