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 $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
158,117
shares
|
$10.2 Million
3.76% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
156,879
shares
|
$10.1 Million
1.37% of portfolio
|
Q3 2024
Added 18.36%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
156,560
shares
|
$10.1 Million
3.13% of portfolio
|
Q3 2023
Reduced 8.26%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
155,815
shares
|
$10 Million
2.58% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
152,557
shares
|
$9.8 Million
0.25% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
151,681
shares
|
$9.75 Million
3.25% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
149,969
shares
|
$9.64 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
149,234
shares
|
$9.59 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
147,214
shares
|
$9.46 Million
4.06% of portfolio
|
Q4 2022
Reduced 0.55%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
146,618
shares
|
$9.42 Million
1.44% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
145,670
shares
|
$9.36 Million
0.45% of portfolio
|
Q3 2024
Added 79.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
144,783
shares
|
$9.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 44.57%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
144,230
shares
|
$9.27 Million
0.2% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
142,400
shares
|
$9.15 Million
0.04% of portfolio
|
Q3 2024
Added 17.3%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
141,997
shares
|
$9.12 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
140,002
shares
|
$9 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
139,022
shares
|
$8.93 Million
0.2% of portfolio
|
Q3 2024
Added 37.89%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
138,881
shares
|
$8.92 Million
0.42% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
137,902
shares
|
$8.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
137,624
shares
|
$8.84 Million
0.25% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
137,579
shares
|
$8.84 Million
0.66% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
134,285
shares
|
$8.63 Million
0.51% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
134,265
shares
|
$8.63 Million
0.58% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
134,116
shares
|
$8.62 Million
3.98% of portfolio
|
Q3 2024
Reduced 15.5%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
132,387
shares
|
$8.51 Million
4.06% of portfolio
|
Q3 2024
Added 1.03%
|