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 $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
210,023
shares
|
$13.5 Million
0.17% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
205,572
shares
|
$13.2 Million
6.43% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
204,104
shares
|
$13.1 Million
10.14% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
201,588
shares
|
$13 Million
1.55% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
200,641
shares
|
$12.9 Million
2.69% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
199,719
shares
|
$12.8 Million
6.31% of portfolio
|
Q3 2024
Added 88.35%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
198,535
shares
|
$12.8 Million
2.81% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
198,236
shares
|
$12.7 Million
2.41% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
196,631
shares
|
$12.6 Million
1.89% of portfolio
|
Q3 2024
Added 20.78%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
196,335
shares
|
$12.6 Million
4.57% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
196,144
shares
|
$12.6 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 26, 2024 Q2 2024 |
192,501
shares
|
$12.4 Million
6.34% of portfolio
|
Q2 2024
Added 104.93%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
189,201
shares
|
$12.2 Million
0.77% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
189,197
shares
|
$12.2 Million
0.22% of portfolio
|
Q3 2024
Added 112.7%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
188,637
shares
|
$12.1 Million
0.01% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
187,957
shares
|
$12.1 Million
3.49% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
187,245
shares
|
$12 Million
0.1% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
186,470
shares
|
$12 Million
0.22% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
186,040
shares
|
$12 Million
0.06% of portfolio
|
Q3 2024
Added 631.75%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
184,929
shares
|
$11.9 Million
1.05% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
184,515
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
184,141
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.37%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
183,713
shares
|
$11.8 Million
0.24% of portfolio
|
Q1 2024
Added 8.76%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
183,238
shares
|
$11.8 Million
0.57% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
182,919
shares
|
$11.8 Million
7.91% of portfolio
|
Q3 2024
Added 3.23%
|