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 |
|---|---|---|---|---|---|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
770,713
shares
|
$49.5 Million
13.65% of portfolio
|
Q2 2024
Reduced 10.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
716,937
shares
|
$46.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
703,251
shares
|
$45.2 Million
3.37% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
655,286
shares
|
$42.1 Million
0.09% of portfolio
|
Q3 2023
Reduced 10.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
649,549
shares
|
$41.7 Million
1.26% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2024 Q3 2024 |
641,300
shares
|
$41.2 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
624,597
shares
|
$40.1 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
615,604
shares
|
$39.6 Million
1.59% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
598,702
shares
|
$38.5 Million
0.15% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
593,379
shares
|
$38.1 Million
8.79% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
578,709
shares
|
$37.2 Million
11.48% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
577,722
shares
|
$37.1 Million
0.13% of portfolio
|
Q3 2024
Added 113.27%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
576,009
shares
|
$37 Million
5.14% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
565,087
shares
|
$36.3 Million
0.55% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
545,970
shares
|
$35.1 Million
6.5% of portfolio
|
Q4 2022
Reduced 3.75%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
535,925
shares
|
$34.4 Million
7.5% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
531,137
shares
|
$34.1 Million
12.26% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
530,900
shares
|
$34.1 Million
9.81% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
518,640
shares
|
$33.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
518,468
shares
|
$33.3 Million
0.75% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
514,500
shares
|
$33.1 Million
0.8% of portfolio
|
Q4 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
513,089
shares
|
$33 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
510,387
shares
|
$32.8 Million
8.69% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
506,436
shares
|
$32.5 Million
1.36% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
496,471
shares
|
$31.9 Million
0.09% of portfolio
|
Q3 2024
Added 3.54%
|