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 1,218 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
508,917
shares
|
$29.6 Million
8.66% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
503,935
shares
|
$29.3 Million
2.87% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
490,954
shares
|
$28.6 Million
0.47% of portfolio
|
Q4 2024
Added 163.29%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
478,425
shares
|
$27.9 Million
11.1% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
463,812
shares
|
$27 Million
9.7% of portfolio
|
Q4 2024
Added 22.55%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
445,984
shares
|
$26 Million
3.64% of portfolio
|
Q1 2025
Added 59.32%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
435,643
shares
|
$25.4 Million
6.57% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
426,660
shares
|
$24.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
425,713
shares
|
$24.8 Million
0.3% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
422,929
shares
|
$24.6 Million
11.75% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
419,637
shares
|
$24.4 Million
1.01% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
418,505
shares
|
$24.4 Million
8.94% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
411,169
shares
|
$23.9 Million
3.25% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
404,565
shares
|
$23.6 Million
1.92% of portfolio
|
Q4 2024
Added 34.99%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
404,016
shares
|
$23.5 Million
2.14% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
386,293
shares
|
$22.5 Million
0.1% of portfolio
|
Q4 2024
Added 171.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
377,032
shares
|
$22 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
375,087
shares
|
$21.8 Million
3.95% of portfolio
|
Q4 2022
Added 8.93%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
375,087
shares
|
$21.8 Million
3.94% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
362,074
shares
|
$21.1 Million
10.97% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
361,780
shares
|
$21.1 Million
8.74% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
356,460
shares
|
$20.8 Million
11.17% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
355,403
shares
|
$20.7 Million
9.12% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
355,081
shares
|
$20.7 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
350,526
shares
|
$20.4 Million
11.33% of portfolio
|
Q1 2025
Added 3.42%
|