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 1,113 institutions that hold shares in the stock, with a total of 268 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,276
shares
|
$660,335
0.04% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
10,262
shares
|
$659,436
0.06% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
10,247
shares
|
$658,472
0.11% of portfolio
|
Q4 2021
Added 141.28%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
10,176
shares
|
$653,909
0.13% of portfolio
|
Q4 2022
Added 3.79%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
10,107
shares
|
$649,475
0.12% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
10,040
shares
|
$645,170
0.12% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
9,988
shares
|
$641,828
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
9,852
shares
|
$633,089
0.13% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,754
shares
|
$626,792
0.07% of portfolio
|
Q2 2024
Added 37.85%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
9,743
shares
|
$626,085
0.05% of portfolio
|
Q3 2024
Added 21.09%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
9,697
shares
|
$623,129
0.38% of portfolio
|
Q2 2023
New holding
|
|
|
Pacific Wealth Management
|
Oct 03, 2024 Q3 2024 |
9,658
shares
|
$620,623
0.28% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
9,565
shares
|
$614,646
0.12% of portfolio
|
Q3 2024
Reduced 57.41%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,438
shares
|
$606,485
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
9,395
shares
|
$603,722
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
9,259
shares
|
$594,983
0.08% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
9,230
shares
|
$593,119
0.05% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
9,157
shares
|
$588,428
0.11% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,133
shares
|
$586,886
0.22% of portfolio
|
Q3 2024
Added 4051.36%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
9,123
shares
|
$586,243
0.47% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
9,108
shares
|
$585,280
0.33% of portfolio
|
Q2 2024
Reduced 5.25%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
9,092
shares
|
$584,251
0.18% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Cox Capital Mgt LLC
|
Oct 10, 2024 Q3 2024 |
9,052
shares
|
$581,681
0.35% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
9,046
shares
|
$581,295
0.05% of portfolio
|
Q3 2024
Reduced 39.36%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
8,978
shares
|
$576,926
0.22% of portfolio
|
Q3 2024
Reduced 0.06%
|