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 |
|---|---|---|---|---|---|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
12,598
shares
|
$815,720
0.68% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
12,557
shares
|
$813,065
0.05% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
12,529
shares
|
$811,252
0.28% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
12,421
shares
|
$804,259
0.42% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
12,349
shares
|
$799,597
0.12% of portfolio
|
Q3 2023
Reduced 30.66%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,346
shares
|
$799,403
0.03% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
12,303
shares
|
$796,619
0.03% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
12,220
shares
|
$791,245
0.13% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
12,212
shares
|
$790,727
0.19% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
12,089
shares
|
$782,762
0.1% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
11,871
shares
|
$768,647
0.07% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
11,863
shares
|
$768,129
0.03% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,829
shares
|
$765,927
0.06% of portfolio
|
Q3 2022
Added 28.3%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
11,806
shares
|
$764,438
0.07% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
11,750
shares
|
$760,812
0.38% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
11,722
shares
|
$758,999
0.12% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
11,712
shares
|
$758,352
0.1% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
11,681
shares
|
$756,344
0.16% of portfolio
|
Q4 2021
Reduced 25.11%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
11,653
shares
|
$754,531
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11,557
shares
|
$748,315
0.07% of portfolio
|
Q1 2023
Reduced 3.51%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
11,546
shares
|
$747,603
0.05% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
11,524
shares
|
$746,179
0.02% of portfolio
|
Q3 2024
Added 18.28%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
11,467
shares
|
$742,488
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
11,424
shares
|
$739,704
0.21% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
11,411
shares
|
$738,862
0.0% of portfolio
|
Q3 2024
Reduced 8.6%
|