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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
183,878
shares
|
$10.7 Million
3.74% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
183,713
shares
|
$10.7 Million
0.24% of portfolio
|
Q1 2024
Added 8.76%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
179,983
shares
|
$10.5 Million
2.28% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
179,386
shares
|
$10.4 Million
0.31% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
177,527
shares
|
$10.3 Million
3.14% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
175,495
shares
|
$10.2 Million
4.36% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
174,823
shares
|
$10.2 Million
1.26% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
174,631
shares
|
$10.2 Million
0.55% of portfolio
|
Q1 2025
Added 37.63%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
174,069
shares
|
$10.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
173,885
shares
|
$10.1 Million
2.24% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
173,024
shares
|
$10.1 Million
0.68% of portfolio
|
Q4 2024
Added 58.15%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
172,725
shares
|
$10.1 Million
1.1% of portfolio
|
Q4 2024
Added 33.91%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
172,504
shares
|
$10 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
172,195
shares
|
$10 Million
0.86% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
171,859
shares
|
$10 Million
3.6% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
171,122
shares
|
$9.96 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
170,960
shares
|
$9.95 Million
9.97% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
169,785
shares
|
$9.88 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
169,702
shares
|
$9.88 Million
1.01% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
169,169
shares
|
$9.85 Million
5.72% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
168,390
shares
|
$9.8 Million
0.01% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
167,884
shares
|
$9.77 Million
1.49% of portfolio
|
Q4 2024
Reduced 20.92%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
167,836
shares
|
$9.77 Million
1.61% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
166,900
shares
|
$9.72 Million
1.51% of portfolio
|
Q3 2023
Added 1.94%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
163,763
shares
|
$9.53 Million
0.7% of portfolio
|
Q1 2025
Added 0.31%
|