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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
150,069
shares
|
$9.34 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
149,889
shares
|
$9.33 Million
1.76% of portfolio
|
Q1 2025
Added 87.49%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
149,862
shares
|
$9.33 Million
0.45% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
149,375
shares
|
$9.3 Million
1.33% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
149,309
shares
|
$9.3 Million
9.97% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
149,148
shares
|
$9.29 Million
0.19% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
147,778
shares
|
$9.2 Million
2.7% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
147,214
shares
|
$9.17 Million
4.06% of portfolio
|
Q4 2022
Reduced 0.55%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
146,868
shares
|
$9.14 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
142,899
shares
|
$8.9 Million
0.28% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
142,733
shares
|
$8.89 Million
0.26% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
142,314
shares
|
$8.86 Million
0.92% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
139,705
shares
|
$8.7 Million
0.52% of portfolio
|
Q1 2025
Added 356.21%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
137,695
shares
|
$8.57 Million
0.07% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
137,693
shares
|
$8.57 Million
0.61% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
135,332
shares
|
$8.43 Million
3.2% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
133,478
shares
|
$8.31 Million
1.38% of portfolio
|
Q1 2025
Reduced 44.84%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
132,736
shares
|
$8.26 Million
2.78% of portfolio
|
Q1 2025
Reduced 46.42%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
132,570
shares
|
$8.25 Million
0.07% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
131,532
shares
|
$8.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
129,342
shares
|
$8.05 Million
0.1% of portfolio
|
Q1 2025
Reduced 52.69%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
128,918
shares
|
$8.03 Million
0.2% of portfolio
|
Q1 2025
Reduced 15.8%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
126,390
shares
|
$7.87 Million
2.36% of portfolio
|
Q2 2022
Added 9.73%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
123,721
shares
|
$7.7 Million
0.08% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
122,971
shares
|
$7.66 Million
0.6% of portfolio
|
Q1 2025
Added 6.78%
|