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 1,115 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
132,318
shares
|
$8.5 Million
3.03% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
131,283
shares
|
$8.44 Million
0.25% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
128,985
shares
|
$8.29 Million
0.96% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
126,390
shares
|
$8.12 Million
2.36% of portfolio
|
Q2 2022
Added 9.73%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
126,330
shares
|
$8.12 Million
1.44% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
121,854
shares
|
$7.83 Million
0.19% of portfolio
|
Q3 2024
Reduced 13.35%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
121,134
shares
|
$7.78 Million
0.18% of portfolio
|
Q2 2024
Added 4.25%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
120,420
shares
|
$7.74 Million
0.35% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
117,073
shares
|
$7.52 Million
0.44% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
117,002
shares
|
$7.52 Million
1.06% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
116,534
shares
|
$7.49 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
116,527
shares
|
$7.49 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
116,435
shares
|
$7.48 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
116,335
shares
|
$7.48 Million
0.07% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
114,854
shares
|
$7.38 Million
0.16% of portfolio
|
Q3 2024
Added 17.73%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
114,373
shares
|
$7.35 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
114,218
shares
|
$7.34 Million
1.44% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
113,870
shares
|
$7.32 Million
1.24% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
113,113
shares
|
$7.27 Million
4.47% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
112,951
shares
|
$7.26 Million
4.73% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
112,733
shares
|
$7.24 Million
0.06% of portfolio
|
Q3 2024
Added 19.59%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
112,252
shares
|
$7.21 Million
2.91% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
111,748
shares
|
$7.18 Million
1.21% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
110,714
shares
|
$7.11 Million
0.33% of portfolio
|
Q3 2024
Reduced 31.4%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
110,399
shares
|
$7.09 Million
1.02% of portfolio
|
Q3 2024
Added 0.11%
|