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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
756
shares
|
$44,944
0.0% of portfolio
|
Q2 2023
Reduced 2.58%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
751
shares
|
$44,646
0.0% of portfolio
|
Q3 2024
Reduced 40.02%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
750
shares
|
$44,587
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
711
shares
|
$42,268
0.02% of portfolio
|
Q1 2025
Reduced 16.35%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
702
shares
|
$41,733
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
690
shares
|
$41,020
0.0% of portfolio
|
Q2 2022
Reduced 24.92%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
684
shares
|
$40,663
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
668
shares
|
$39,712
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
642
shares
|
$38,166
0.02% of portfolio
|
Q2 2022
Added 767.57%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
622
shares
|
$36,977
0.02% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
595
shares
|
$35,372
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
563
shares
|
$33,470
0.01% of portfolio
|
Q3 2024
Reduced 76.1%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
549
shares
|
$32,638
0.01% of portfolio
|
Q3 2024
Added 123.17%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
540
shares
|
$32,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
533
shares
|
$31,686
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
531
shares
|
$31,567
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
505
shares
|
$30,022
0.0% of portfolio
|
Q3 2023
Reduced 86.3%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
504
shares
|
$29,962
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
500
shares
|
$29,725
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
495
shares
|
$29,427
0.0% of portfolio
|
Q1 2025
Added 60.71%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
478
shares
|
$28,417
0.02% of portfolio
|
Q3 2024
Reduced 64.57%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
477
shares
|
$28,357
0.01% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
450
shares
|
$26,752
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
440
shares
|
$26,158
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
440
shares
|
$26,158
0.01% of portfolio
|
Q3 2024
New holding
|