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 |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
14,621
shares
|
$910,303
0.06% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
14,516
shares
|
$903,766
0.25% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
14,508
shares
|
$903,268
0.01% of portfolio
|
Q1 2025
Added 113.89%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
14,488
shares
|
$902,022
0.08% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
14,471
shares
|
$900,964
0.22% of portfolio
|
Q1 2023
Added 25.87%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
14,423
shares
|
$897,975
0.02% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
14,391
shares
|
$895,983
0.1% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
14,384
shares
|
$895,547
0.19% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
14,270
shares
|
$888,450
0.02% of portfolio
|
Q1 2025
Added 68.68%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
14,193
shares
|
$883,656
0.26% of portfolio
|
Q1 2025
Reduced 25.64%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
14,136
shares
|
$880,107
0.24% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
13,880
shares
|
$864,168
0.08% of portfolio
|
Q1 2025
Reduced 26.62%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
13,869
shares
|
$863,483
0.12% of portfolio
|
Q1 2025
Added 309.84%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
13,842
shares
|
$861,802
0.0% of portfolio
|
Q1 2025
Added 95.4%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
13,685
shares
|
$852,028
0.29% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,675
shares
|
$851,405
0.02% of portfolio
|
Q3 2023
Added 4.53%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
13,616
shares
|
$847,732
0.22% of portfolio
|
Q2 2022
Reduced 4.19%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
13,609
shares
|
$847,296
0.11% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
13,604
shares
|
$846,985
0.28% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
13,590
shares
|
$846,113
0.07% of portfolio
|
Q1 2025
Added 50.23%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
13,588
shares
|
$845,988
0.8% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
13,587
shares
|
$845,926
0.58% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
13,542
shares
|
$843,124
0.02% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
13,524
shares
|
$842,004
0.37% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
13,485
shares
|
$839,576
0.16% of portfolio
|
Q1 2025
Reduced 6.15%
|