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 |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
12,349
shares
|
$721,552
0.12% of portfolio
|
Q3 2023
Reduced 30.66%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
12,220
shares
|
$714,014
0.13% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
12,021
shares
|
$702,387
0.18% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
11,996
shares
|
$700,926
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
11,951
shares
|
$698,296
0.1% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
11,892
shares
|
$694,849
0.18% of portfolio
|
Q1 2025
Added 120.55%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
11,871
shares
|
$693,622
0.07% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
11,853
shares
|
$692,570
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,829
shares
|
$691,168
0.06% of portfolio
|
Q3 2022
Added 28.3%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
11,811
shares
|
$690,116
0.35% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
11,797
shares
|
$689,298
0.2% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
11,762
shares
|
$687,253
0.03% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
11,739
shares
|
$685,909
0.03% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
11,730
shares
|
$685,383
0.02% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
11,729
shares
|
$685,325
0.05% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
11,681
shares
|
$682,520
0.15% of portfolio
|
Q4 2021
Reduced 25.11%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
11,679
shares
|
$682,403
0.11% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
11,614
shares
|
$678,606
0.18% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
11,529
shares
|
$673,639
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
11,500
shares
|
$671,945
0.07% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
11,374
shares
|
$664,582
0.25% of portfolio
|
Q1 2024
Added 46.91%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
11,374
shares
|
$664,582
0.1% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
11,363
shares
|
$663,940
0.05% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
11,362
shares
|
$663,881
0.62% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
11,315
shares
|
$661,135
0.71% of portfolio
|
Q1 2025
Added 4.34%
|