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 |
|---|---|---|---|---|---|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
204,082
shares
|
$12.7 Million
1.53% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
202,030
shares
|
$12.6 Million
1.92% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
200,510
shares
|
$12.5 Million
0.75% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
199,548
shares
|
$12.4 Million
6.63% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
197,389
shares
|
$12.3 Million
0.8% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
197,262
shares
|
$12.3 Million
0.7% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
196,431
shares
|
$12.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
196,209
shares
|
$12.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
194,089
shares
|
$12.1 Million
3.32% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
193,449
shares
|
$12 Million
6.38% of portfolio
|
Q3 2024
Added 31.08%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
192,618
shares
|
$12 Million
1.0% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
192,458
shares
|
$12 Million
1.05% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
192,448
shares
|
$12 Million
1.14% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
190,676
shares
|
$11.9 Million
1.55% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
190,659
shares
|
$11.9 Million
10.27% of portfolio
|
Q1 2025
Reduced 31.92%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
190,025
shares
|
$11.8 Million
0.28% of portfolio
|
Q1 2025
Added 24.25%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
188,605
shares
|
$11.7 Million
4.18% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
188,100
shares
|
$11.7 Million
3.94% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
187,396
shares
|
$11.7 Million
0.57% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
187,378
shares
|
$11.7 Million
0.72% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
187,094
shares
|
$11.6 Million
2.32% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
185,609
shares
|
$11.6 Million
10.4% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Sterling Manor Financial, LLC
|
Apr 28, 2025 Q1 2025 |
184,934
shares
|
$11.5 Million
9.95% of portfolio
|
Q1 2025
Reduced 42.99%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
183,878
shares
|
$11.4 Million
3.74% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
183,713
shares
|
$11.4 Million
0.24% of portfolio
|
Q1 2024
Added 8.76%
|