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 |
---|---|---|---|---|---|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
11,313
shares
|
$661,018
0.01% of portfolio
|
Q4 2024
Added 74.75%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
11,296
shares
|
$660,025
0.21% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
11,223
shares
|
$655,759
0.48% of portfolio
|
Q3 2024
Reduced 95.37%
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,196
shares
|
$654,182
0.18% of portfolio
|
Q4 2024
Added 1.13%
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
11,141
shares
|
$650,968
0.39% of portfolio
|
Q4 2024
New holding
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
11,116
shares
|
$649,507
0.31% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
11,089
shares
|
$647,930
0.2% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
10,990
shares
|
$642,145
0.19% of portfolio
|
Q4 2024
Added 0.44%
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
10,988
shares
|
$642,028
0.27% of portfolio
|
Q1 2025
Added 4.88%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
10,931
shares
|
$638,698
0.53% of portfolio
|
Q1 2025
Added 10.94%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
10,902
shares
|
$637,003
0.01% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
10,853
shares
|
$634,140
0.05% of portfolio
|
Q4 2023
Added 5.42%
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
10,847
shares
|
$633,790
0.04% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
10,833
shares
|
$632,972
0.13% of portfolio
|
Q3 2024
Added 19.99%
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
10,828
shares
|
$632,680
0.02% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
10,701
shares
|
$625,259
0.02% of portfolio
|
Q1 2025
Added 6.31%
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
10,656
shares
|
$622,630
0.5% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
10,632
shares
|
$621,227
0.05% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
10,599
shares
|
$619,299
0.16% of portfolio
|
Q3 2024
New holding
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
10,545
shares
|
$616,144
0.13% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
10,412
shares
|
$608,373
0.14% of portfolio
|
Q1 2025
Reduced 83.21%
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
10,396
shares
|
$607,438
0.09% of portfolio
|
Q4 2024
New holding
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
10,345
shares
|
$604,458
0.59% of portfolio
|
Q4 2024
New holding
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
10,329
shares
|
$603,523
0.04% of portfolio
|
Q1 2025
Added 27.02%
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
10,298
shares
|
$601,712
0.01% of portfolio
|
Q4 2024
Reduced 0.95%
|