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 |
|---|---|---|---|---|---|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
4,466
shares
|
$278,053
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
4,451
shares
|
$277,119
0.01% of portfolio
|
Q4 2024
Added 48.32%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
4,436
shares
|
$276,185
0.01% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
4,426
shares
|
$275,562
0.07% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,422
shares
|
$275,313
0.08% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
4,405
shares
|
$274,255
0.01% of portfolio
|
Q1 2025
Reduced 44.76%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
4,400
shares
|
$273,944
0.11% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
4,360
shares
|
$271,453
0.07% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
4,357
shares
|
$271,266
0.07% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
4,356
shares
|
$271,204
0.11% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,345
shares
|
$270,519
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
4,336
shares
|
$269,959
0.24% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
4,325
shares
|
$269,274
0.1% of portfolio
|
Q4 2022
Reduced 37.09%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,317
shares
|
$268,776
0.07% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
4,291
shares
|
$267,157
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
4,237
shares
|
$263,795
0.01% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,158
shares
|
$258,877
0.01% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
4,155
shares
|
$258,690
0.03% of portfolio
|
Q4 2024
Reduced 22.7%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
4,143
shares
|
$257,943
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,130
shares
|
$257,133
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,097
shares
|
$255,079
0.02% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Geneva Partners, LLC
|
Apr 30, 2025 Q1 2025 |
4,076
shares
|
$253,771
0.13% of portfolio
|
Q1 2025
Added 20.27%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
4,049
shares
|
$252,090
0.0% of portfolio
|
Q1 2025
Added 37.11%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
4,036
shares
|
$251,281
0.06% of portfolio
|
Q1 2025
Reduced 31.95%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
4,023
shares
|
$250,471
0.1% of portfolio
|
Q1 2025
Reduced 12.49%
|