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 |
---|---|---|---|---|---|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
4,710
shares
|
$280,009
0.11% of portfolio
|
Q1 2025
Added 14.93%
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
4,687
shares
|
$278,642
0.11% of portfolio
|
Q4 2024
Added 36.65%
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
4,684
shares
|
$278,463
0.05% of portfolio
|
Q4 2024
Added 11.63%
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
4,683
shares
|
$278,404
0.17% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
4,671
shares
|
$277,690
0.01% of portfolio
|
Q1 2025
New holding
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
4,663
shares
|
$277,215
0.0% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
4,663
shares
|
$277,215
0.1% of portfolio
|
Q4 2024
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4,645
shares
|
$276,145
0.22% of portfolio
|
Q1 2023
New holding
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,636
shares
|
$275,610
0.01% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
4,620
shares
|
$274,659
0.23% of portfolio
|
Q1 2025
Reduced 28.44%
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
4,608
shares
|
$273,945
0.22% of portfolio
|
Q4 2024
New holding
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
4,600
shares
|
$273,470
0.0% of portfolio
|
Q4 2024
New holding
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
4,593
shares
|
$273,053
0.02% of portfolio
|
Q3 2022
Reduced 22.06%
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,586
shares
|
$272,637
0.03% of portfolio
|
Q1 2025
Added 39.56%
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
4,582
shares
|
$272,399
0.04% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
4,571
shares
|
$271,745
0.03% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
4,560
shares
|
$271,092
0.06% of portfolio
|
Q2 2023
New holding
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
4,534
shares
|
$269,546
0.0% of portfolio
|
Q1 2025
New holding
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
4,506
shares
|
$267,881
0.28% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
4,500
shares
|
$267,525
0.08% of portfolio
|
Q1 2025
New holding
|
|
Arthur M. Cohen & Associates, LLC
|
Apr 10, 2025 Q1 2025 |
4,500
shares
|
$267,525
0.05% of portfolio
|
Q3 2022
New holding
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
4,500
shares
|
$267,525
0.09% of portfolio
|
Q4 2022
Reduced 4.26%
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
4,471
shares
|
$265,800
0.02% of portfolio
|
Q1 2025
Reduced 19.66%
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
4,466
shares
|
$265,503
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
4,451
shares
|
$264,611
0.01% of portfolio
|
Q4 2024
Added 48.32%
|