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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,985
shares
|
$320,336
0.01% of portfolio
|
Q3 2024
Reduced 28.2%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
4,951
shares
|
$318,151
0.19% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
4,934
shares
|
$317,058
0.02% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
4,920
shares
|
$316,159
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
4,918
shares
|
$316,030
0.12% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
4,894
shares
|
$314,488
0.05% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,874
shares
|
$313,203
0.06% of portfolio
|
Q1 2024
Added 712.33%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
4,855
shares
|
$311,982
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,825
shares
|
$310,054
0.17% of portfolio
|
Q2 2023
Reduced 1.95%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,823
shares
|
$309,925
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
4,803
shares
|
$308,640
0.23% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
4,802
shares
|
$308,576
0.12% of portfolio
|
Q3 2024
Added 15.16%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
4,766
shares
|
$306,263
0.0% of portfolio
|
Q3 2024
Added 25.59%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,756
shares
|
$305,620
0.01% of portfolio
|
Q3 2024
Added 14.35%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,749
shares
|
$305,170
0.0% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,740
shares
|
$304,592
0.02% of portfolio
|
Q3 2022
Reduced 32.53%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
4,703
shares
|
$302,214
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
4,696
shares
|
$301,764
0.18% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
4,689
shares
|
$301,315
0.01% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
4,675
shares
|
$300,415
0.02% of portfolio
|
Q3 2023
Added 6.86%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
4,653
shares
|
$299,001
0.04% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4,645
shares
|
$298,487
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
4,610
shares
|
$296,238
0.1% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
4,593
shares
|
$295,146
0.03% of portfolio
|
Q3 2022
Reduced 22.06%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
4,571
shares
|
$293,732
0.03% of portfolio
|
Q3 2024
Reduced 0.78%
|