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 |
|---|---|---|---|---|---|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
350,453
shares
|
$20.4 Million
1.86% of portfolio
|
Q4 2024
Added 102.16%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
348,827
shares
|
$20.3 Million
5.92% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
343,026
shares
|
$20 Million
0.16% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
342,413
shares
|
$19.9 Million
3.03% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
341,452
shares
|
$19.9 Million
4.88% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
341,006
shares
|
$19.9 Million
0.21% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
337,519
shares
|
$19.7 Million
0.13% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
331,863
shares
|
$19.3 Million
3.73% of portfolio
|
Q1 2024
Added 4.97%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
324,412
shares
|
$18.9 Million
14.59% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
317,471
shares
|
$18.5 Million
2.06% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
310,310
shares
|
$18.1 Million
0.28% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
309,894
shares
|
$18 Million
2.99% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
309,010
shares
|
$18 Million
5.02% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
307,958
shares
|
$17.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 79.35%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
306,671
shares
|
$17.9 Million
5.55% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
305,245
shares
|
$17.8 Million
4.69% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
295,216
shares
|
$17.2 Million
2.79% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
293,442
shares
|
$17.1 Million
1.25% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
288,217
shares
|
$16.8 Million
14.44% of portfolio
|
Q4 2024
Reduced 31.86%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
288,183
shares
|
$16.8 Million
1.66% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
284,589
shares
|
$16.6 Million
2.32% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Scott Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
284,535
shares
|
$16.6 Million
5.21% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
283,009
shares
|
$16.5 Million
6.08% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
280,057
shares
|
$16.3 Million
13.22% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
273,507
shares
|
$15.9 Million
2.38% of portfolio
|
Q4 2024
Reduced 11.42%
|