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 1,220 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
15,372
shares
|
$898,185
0.3% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
15,272
shares
|
$892,342
0.15% of portfolio
|
Q1 2025
Added 2.46%
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
15,254
shares
|
$891,291
0.41% of portfolio
|
Q4 2024
New holding
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
15,236
shares
|
$890,239
0.2% of portfolio
|
Q4 2024
Added 1.07%
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
15,024
shares
|
$877,852
0.8% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
14,950
shares
|
$873,528
0.05% of portfolio
|
Q4 2024
Added 19.06%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,852
shares
|
$867,802
0.02% of portfolio
|
Q2 2023
Reduced 5.12%
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 23, 2025 Q1 2025 |
14,766
shares
|
$862,777
0.07% of portfolio
|
Q1 2025
Added 43.95%
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
14,701
shares
|
$858,979
0.19% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
14,592
shares
|
$852,610
0.29% of portfolio
|
Q4 2024
New holding
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
14,516
shares
|
$848,169
0.25% of portfolio
|
Q1 2025
Added 0.51%
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
14,474
shares
|
$845,715
0.13% of portfolio
|
Q4 2024
Added 23.58%
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
14,471
shares
|
$845,540
0.22% of portfolio
|
Q1 2023
Added 25.87%
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
14,458
shares
|
$844,780
0.02% of portfolio
|
Q4 2024
Added 25.46%
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
14,328
shares
|
$837,185
0.22% of portfolio
|
Q4 2024
Reduced 61.53%
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
14,153
shares
|
$826,959
0.37% of portfolio
|
Q4 2024
Reduced 58.21%
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
14,136
shares
|
$825,966
0.24% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
13,880
shares
|
$811,008
0.08% of portfolio
|
Q1 2025
Reduced 26.62%
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
13,869
shares
|
$810,365
0.12% of portfolio
|
Q1 2025
Added 309.84%
|
|
Brasada Capital Management, LP
Houston, TX |
Feb 14, 2025 Q4 2024 |
13,749
shares
|
$803,354
0.17% of portfolio
|
Q4 2024
Added 36.94%
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
13,685
shares
|
$799,614
0.29% of portfolio
|
Q1 2025
Added 0.15%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,675
shares
|
$799,030
0.02% of portfolio
|
Q3 2023
Added 4.53%
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
13,657
shares
|
$797,978
0.76% of portfolio
|
Q4 2024
Added 0.43%
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
13,616
shares
|
$795,582
0.22% of portfolio
|
Q2 2022
Reduced 4.19%
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
13,604
shares
|
$794,881
0.28% of portfolio
|
Q1 2025
Added 5.81%
|