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 1,221 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
5,185
shares
|
$308,248
0.1% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
5,176
shares
|
$307,713
0.08% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
5,174
shares
|
$307,594
0.01% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
5,120
shares
|
$304,384
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,087
shares
|
$302,422
0.0% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
5,023
shares
|
$298,617
0.22% of portfolio
|
Q1 2025
Reduced 53.49%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
5,022
shares
|
$298,557
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,000
shares
|
$297,250
0.02% of portfolio
|
Q4 2024
Reduced 12.83%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
5,000
shares
|
$297,250
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
4,995
shares
|
$296,952
0.16% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
4,991
shares
|
$296,714
0.03% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
4,935
shares
|
$293,385
0.02% of portfolio
|
Q4 2024
Reduced 16.85%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
4,920
shares
|
$292,494
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
4,919
shares
|
$292,434
0.05% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,874
shares
|
$289,759
0.06% of portfolio
|
Q1 2024
Added 712.33%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,869
shares
|
$289,462
0.08% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
4,862
shares
|
$289,045
0.07% of portfolio
|
Q4 2024
Reduced 40.39%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,825
shares
|
$286,846
0.17% of portfolio
|
Q2 2023
Reduced 1.95%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,823
shares
|
$286,727
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
4,816
shares
|
$286,311
0.11% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
4,803
shares
|
$285,538
0.23% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,773
shares
|
$283,754
0.02% of portfolio
|
Q1 2025
Reduced 24.2%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
4,767
shares
|
$283,398
0.26% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,740
shares
|
$281,793
0.02% of portfolio
|
Q3 2022
Reduced 32.53%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
4,735
shares
|
$281,495
0.12% of portfolio
|
Q4 2024
Reduced 13.2%
|