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 1,218 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 $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
889,168
shares
|
$51.8 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
839,269
shares
|
$48.9 Million
2.45% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
773,539
shares
|
$45 Million
3.44% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
770,713
shares
|
$44.9 Million
13.65% of portfolio
|
Q2 2024
Reduced 10.87%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
723,648
shares
|
$42.1 Million
4.89% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
714,870
shares
|
$41.6 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
689,500
shares
|
$40.1 Million
0.98% of portfolio
|
Q4 2024
Added 34.01%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
684,389
shares
|
$39.8 Million
4.35% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
655,286
shares
|
$38.2 Million
0.09% of portfolio
|
Q3 2023
Reduced 10.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
649,553
shares
|
$37.8 Million
0.36% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
622,905
shares
|
$36.3 Million
0.08% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
604,730
shares
|
$35.2 Million
1.21% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
597,796
shares
|
$34.8 Million
9.66% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
589,131
shares
|
$34.3 Million
0.55% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
588,502
shares
|
$34.3 Million
0.23% of portfolio
|
Q4 2024
Added 14.7%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
588,250
shares
|
$34.2 Million
1.37% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
578,709
shares
|
$33.7 Million
11.48% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
563,089
shares
|
$32.8 Million
10.39% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
562,126
shares
|
$32.7 Million
1.43% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
555,757
shares
|
$32.4 Million
7.51% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
545,970
shares
|
$31.8 Million
6.5% of portfolio
|
Q4 2022
Reduced 3.75%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
543,821
shares
|
$31.7 Million
5.08% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
540,278
shares
|
$31.5 Million
0.14% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
528,804
shares
|
$30.8 Million
0.09% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
527,604
shares
|
$30.7 Million
0.77% of portfolio
|
Q4 2024
Added 1.76%
|