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 |
|---|---|---|---|---|---|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
269,710
shares
|
$15.7 Million
4.0% of portfolio
|
Q4 2024
Reduced 13.54%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
268,800
shares
|
$15.6 Million
1.15% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
268,427
shares
|
$15.6 Million
2.86% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
266,265
shares
|
$15.5 Million
4.31% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
265,725
shares
|
$15.5 Million
0.33% of portfolio
|
Q3 2022
Added 110.5%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
264,762
shares
|
$15.4 Million
0.1% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
262,593
shares
|
$15.3 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
260,961
shares
|
$15.2 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
260,745
shares
|
$15.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
260,209
shares
|
$15.1 Million
2.89% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
249,321
shares
|
$14.5 Million
4.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
248,475
shares
|
$14.5 Million
6.34% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
248,039
shares
|
$14.4 Million
0.88% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
247,746
shares
|
$14.4 Million
4.7% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
241,980
shares
|
$14.1 Million
2.46% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
236,263
shares
|
$13.8 Million
1.3% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
232,056
shares
|
$13.5 Million
0.18% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
231,934
shares
|
$13.5 Million
0.17% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
230,320
shares
|
$13.4 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
228,652
shares
|
$13.3 Million
6.72% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
228,469
shares
|
$13.3 Million
7.64% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
228,353
shares
|
$13.3 Million
7.46% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
227,840
shares
|
$13.3 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
227,230
shares
|
$13.2 Million
0.01% of portfolio
|
Q4 2024
Added 20.46%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
225,729
shares
|
$13.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 46.24%
|