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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
183,459
shares
|
$11.4 Million
0.32% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
179,170
shares
|
$11.2 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
174,823
shares
|
$10.9 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
|
$10.9 Million
0.55% of portfolio
|
Q1 2025
Added 37.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
174,629
shares
|
$10.9 Million
1.04% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
173,885
shares
|
$10.8 Million
2.24% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
171,859
shares
|
$10.7 Million
3.6% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
171,307
shares
|
$10.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
169,702
shares
|
$10.6 Million
1.01% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
167,836
shares
|
$10.4 Million
1.61% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
166,900
shares
|
$10.4 Million
1.51% of portfolio
|
Q3 2023
Added 1.94%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
164,523
shares
|
$10.2 Million
3.57% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
164,074
shares
|
$10.2 Million
5.93% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
163,763
shares
|
$10.2 Million
0.7% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
162,985
shares
|
$10.1 Million
3.08% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
161,072
shares
|
$10 Million
0.04% of portfolio
|
Q1 2025
Reduced 40.5%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
160,316
shares
|
$9.98 Million
0.17% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
159,626
shares
|
$9.94 Million
5.07% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
156,560
shares
|
$9.75 Million
3.13% of portfolio
|
Q3 2023
Reduced 8.26%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
156,526
shares
|
$9.75 Million
0.39% of portfolio
|
Q1 2025
Added 17.03%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
156,298
shares
|
$9.73 Million
0.8% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
153,706
shares
|
$9.57 Million
0.08% of portfolio
|
Q1 2025
Added 65.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
152,681
shares
|
$9.51 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
151,841
shares
|
$9.45 Million
8.51% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
151,277
shares
|
$9.42 Million
0.7% of portfolio
|
Q1 2025
Added 3.93%
|