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 1,113 institutions that hold shares in the stock, with a total of 268 Million shares, which have been reported (via 13F filing form) to have a value of $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
322,836
shares
|
$20.4 Million
10.23% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
317,162
shares
|
$20 Million
0.2% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
311,940
shares
|
$19.7 Million
4.39% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
310,140
shares
|
$19.6 Million
5.66% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
310,032
shares
|
$19.5 Million
0.13% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
309,297
shares
|
$19.5 Million
3.06% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
308,779
shares
|
$19.5 Million
2.6% of portfolio
|
Q3 2024
Reduced 35.71%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
306,126
shares
|
$19.3 Million
0.28% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
304,259
shares
|
$19.2 Million
4.8% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
299,698
shares
|
$18.9 Million
1.45% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
298,478
shares
|
$18.8 Million
4.77% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
295,216
shares
|
$18.6 Million
2.79% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
293,442
shares
|
$18.5 Million
1.25% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
284,334
shares
|
$17.9 Million
0.2% of portfolio
|
Q3 2024
Added 71.93%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
274,039
shares
|
$17.3 Million
14.52% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
273,106
shares
|
$17.2 Million
2.21% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
272,044
shares
|
$17.1 Million
2.12% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
269,628
shares
|
$17 Million
1.83% of portfolio
|
Q3 2024
Added 172.37%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
269,510
shares
|
$17 Million
2.49% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
269,358
shares
|
$17 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
267,810
shares
|
$16.9 Million
6.13% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
265,725
shares
|
$16.8 Million
0.33% of portfolio
|
Q3 2022
Added 110.5%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
261,000
shares
|
$16.5 Million
3.01% of portfolio
|
Q3 2024
Added 22.11%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
260,961
shares
|
$16.5 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
260,571
shares
|
$16.4 Million
4.27% of portfolio
|
Q3 2024
Added 0.36%
|