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 1,138 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
513,089
shares
|
$32.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
508,917
shares
|
$32.1 Million
8.66% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
506,436
shares
|
$32 Million
1.36% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
503,935
shares
|
$31.8 Million
2.87% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
454,501
shares
|
$28.7 Million
0.32% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
435,643
shares
|
$27.5 Million
6.57% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
423,000
shares
|
$26.7 Million
17.28% of portfolio
|
Q3 2024
Added 24.94%
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
422,929
shares
|
$26.7 Million
11.75% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
419,874
shares
|
$26.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
419,637
shares
|
$26.5 Million
1.01% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
404,016
shares
|
$25.5 Million
2.14% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
389,566
shares
|
$24.6 Million
8.36% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
387,755
shares
|
$24.5 Million
3.2% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
386,293
shares
|
$24.4 Million
0.1% of portfolio
|
Q4 2024
Added 171.27%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
378,462
shares
|
$23.9 Million
9.77% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
377,032
shares
|
$23.8 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
375,087
shares
|
$23.7 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
|
$23.7 Million
3.94% of portfolio
|
Q4 2022
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
374,400
shares
|
$23.6 Million
0.31% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
367,949
shares
|
$23.2 Million
11.64% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
350,453
shares
|
$22.1 Million
1.86% of portfolio
|
Q4 2024
Added 102.16%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
349,463
shares
|
$22.1 Million
11.32% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
349,261
shares
|
$22 Million
8.78% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
348,827
shares
|
$22 Million
5.92% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
342,909
shares
|
$21.6 Million
8.63% of portfolio
|
Q3 2024
Reduced 3.36%
|