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 |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
4,436
shares
|
$263,720
0.01% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,422
shares
|
$262,887
0.08% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
4,405
shares
|
$261,877
0.01% of portfolio
|
Q1 2025
Reduced 44.76%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
4,386
shares
|
$260,747
0.01% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
4,381
shares
|
$260,450
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
4,360
shares
|
$259,202
0.07% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,345
shares
|
$258,310
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
4,332
shares
|
$257,537
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
4,325
shares
|
$257,121
0.1% of portfolio
|
Q4 2022
Reduced 37.09%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,317
shares
|
$256,645
0.07% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
4,308
shares
|
$256,110
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
4,275
shares
|
$254,148
0.02% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
4,232
shares
|
$251,592
0.05% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,223
shares
|
$251,057
0.02% of portfolio
|
Q4 2024
Added 128.15%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
4,199
shares
|
$249,630
0.0% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
4,186
shares
|
$248,857
0.01% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
4,155
shares
|
$247,014
0.04% of portfolio
|
Q4 2024
Reduced 22.7%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
4,139
shares
|
$246,063
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,130
shares
|
$245,528
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Geneva Partners, LLC
|
Apr 30, 2025 Q1 2025 |
4,076
shares
|
$242,318
0.13% of portfolio
|
Q1 2025
Added 20.27%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
4,036
shares
|
$239,940
0.06% of portfolio
|
Q1 2025
Reduced 31.95%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
4,023
shares
|
$239,167
0.1% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
4,004
shares
|
$238,037
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$237,800
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
4,000
shares
|
$237,800
0.02% of portfolio
|
Q4 2024
New holding
|