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 $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
182,525
shares
|
$11.5 Million
2.21% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
182,181
shares
|
$11.5 Million
2.34% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
181,543
shares
|
$11.4 Million
1.05% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
181,523
shares
|
$11.4 Million
1.2% of portfolio
|
Q3 2024
Reduced 80.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
179,671
shares
|
$11.3 Million
0.76% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
178,853
shares
|
$11.3 Million
3.79% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
177,053
shares
|
$11.2 Million
4.15% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
176,951
shares
|
$11.2 Million
0.07% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
175,198
shares
|
$11 Million
2.64% of portfolio
|
Q3 2024
Reduced 15.83%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
174,283
shares
|
$11 Million
0.9% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
174,281
shares
|
$11 Million
0.31% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
173,360
shares
|
$10.9 Million
1.1% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
173,356
shares
|
$10.9 Million
0.91% of portfolio
|
Q3 2024
Added 24.17%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
170,118
shares
|
$10.7 Million
0.02% of portfolio
|
Q3 2024
Added 22.18%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
168,148
shares
|
$10.6 Million
5.7% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
167,394
shares
|
$10.6 Million
3.55% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
166,900
shares
|
$10.5 Million
1.51% of portfolio
|
Q3 2023
Added 1.94%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
166,491
shares
|
$10.5 Million
2.98% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
162,790
shares
|
$10.3 Million
0.74% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
161,733
shares
|
$10.2 Million
5.5% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
161,233
shares
|
$10.2 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
160,684
shares
|
$10.1 Million
0.83% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
159,265
shares
|
$10 Million
8.79% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
158,970
shares
|
$10 Million
0.01% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
158,749
shares
|
$10 Million
1.57% of portfolio
|
Q3 2024
Added 0.42%
|