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 |
|---|---|---|---|---|---|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
162,084
shares
|
$9.44 Million
2.74% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
161,888
shares
|
$9.43 Million
5.39% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
161,072
shares
|
$9.38 Million
0.04% of portfolio
|
Q1 2025
Reduced 40.5%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
157,776
shares
|
$9.19 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
156,560
shares
|
$9.11 Million
3.13% of portfolio
|
Q3 2023
Reduced 8.26%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
154,358
shares
|
$8.99 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
152,937
shares
|
$8.9 Million
0.23% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
152,044
shares
|
$8.85 Million
1.94% of portfolio
|
Q4 2024
Added 54.37%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
151,992
shares
|
$8.85 Million
0.46% of portfolio
|
Q4 2024
Reduced 41.14%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
151,478
shares
|
$8.82 Million
1.4% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
149,842
shares
|
$8.72 Million
8.39% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
149,375
shares
|
$8.7 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
|
$8.69 Million
9.97% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
149,091
shares
|
$8.68 Million
0.19% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
147,214
shares
|
$8.57 Million
4.06% of portfolio
|
Q4 2022
Reduced 0.55%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
146,868
shares
|
$8.55 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
146,685
shares
|
$8.54 Million
0.19% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
145,562
shares
|
$8.47 Million
0.66% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
144,363
shares
|
$8.4 Million
2.93% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
142,733
shares
|
$8.31 Million
0.26% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
142,506
shares
|
$8.3 Million
0.25% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
142,485
shares
|
$8.3 Million
0.42% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
137,641
shares
|
$8.01 Million
0.6% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
137,381
shares
|
$8 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
134,226
shares
|
$7.81 Million
2.97% of portfolio
|
Q4 2024
Added 1.44%
|