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 1,239 institutions that hold shares in the stock, with a total of 294 Million shares, which have been reported (via 13F filing form) to have a value of $18.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
350,526
shares
|
$21.8 Million
11.33% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
347,400
shares
|
$21.6 Million
6.37% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
342,413
shares
|
$21.3 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
|
$21.3 Million
4.88% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
337,512
shares
|
$21 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
336,030
shares
|
$20.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
331,863
shares
|
$20.7 Million
3.73% of portfolio
|
Q1 2024
Added 4.97%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
315,468
shares
|
$19.6 Million
4.72% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
315,345
shares
|
$19.6 Million
0.3% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
310,713
shares
|
$19.3 Million
5.1% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
306,671
shares
|
$19.1 Million
5.55% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
306,640
shares
|
$19.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
296,559
shares
|
$18.5 Million
1.94% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
295,216
shares
|
$18.4 Million
2.79% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
294,871
shares
|
$18.4 Million
16.44% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
293,515
shares
|
$18.3 Million
0.2% of portfolio
|
Q1 2025
Added 26.48%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
293,442
shares
|
$18.3 Million
1.25% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
288,183
shares
|
$17.9 Million
1.66% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
284,589
shares
|
$17.7 Million
2.32% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Scott Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
284,535
shares
|
$17.7 Million
5.21% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
281,448
shares
|
$17.5 Million
6.19% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
279,964
shares
|
$17.4 Million
1.79% of portfolio
|
Q1 2025
Added 8816.05%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
278,880
shares
|
$17.4 Million
2.43% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
272,640
shares
|
$17 Million
0.04% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
272,352
shares
|
$17 Million
0.1% of portfolio
|
Q1 2025
Added 2.87%
|