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 1,239 institutions that hold shares in the stock, with a total of 294 Million shares, which have been reported (via 13F filing form) to have a value of $18.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
7,692
shares
|
$478,903
0.05% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
7,661
shares
|
$476,973
0.27% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,643
shares
|
$475,853
0.07% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
7,629
shares
|
$474,981
0.24% of portfolio
|
Q4 2024
Reduced 27.42%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
7,615
shares
|
$474,109
0.4% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
7,611
shares
|
$473,860
0.03% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
7,591
shares
|
$472,615
0.28% of portfolio
|
Q1 2025
Added 16.8%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
7,479
shares
|
$465,642
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
7,454
shares
|
$464,086
0.07% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
7,424
shares
|
$462,218
0.11% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
7,394
shares
|
$460,350
0.03% of portfolio
|
Q4 2024
Added 58.16%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
7,300
shares
|
$454,498
0.16% of portfolio
|
Q4 2017
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
7,287
shares
|
$453,688
0.24% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
7,250
shares
|
$451,385
0.13% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
7,216
shares
|
$449,268
0.04% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,200
shares
|
$448,272
0.11% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
7,161
shares
|
$445,843
0.03% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
7,159
shares
|
$445,719
0.11% of portfolio
|
Q1 2025
Reduced 42.32%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
7,141
shares
|
$444,598
0.2% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Apr 21, 2025 Q1 2025 |
7,136
shares
|
$444,287
0.14% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
7,098
shares
|
$441,921
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
7,064
shares
|
$439,804
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
6,990
shares
|
$435,197
0.15% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
6,984
shares
|
$434,823
0.07% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
6,952
shares
|
$432,831
0.1% of portfolio
|
Q1 2025
Reduced 7.71%
|