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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
109,406
shares
|
$7.03 Million
0.51% of portfolio
|
Q3 2024
Added 79.65%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
107,893
shares
|
$6.93 Million
2.64% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
107,775
shares
|
$6.93 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
107,704
shares
|
$6.92 Million
0.01% of portfolio
|
Q3 2024
Added 71.83%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
106,196
shares
|
$6.82 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
105,917
shares
|
$6.81 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
104,752
shares
|
$6.73 Million
3.95% of portfolio
|
Q3 2024
Added 37.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
104,668
shares
|
$6.73 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
101,889
shares
|
$6.55 Million
1.42% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
99,000
shares
|
$6.36 Million
2.55% of portfolio
|
Q3 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
98,569
shares
|
$6.33 Million
2.87% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
98,541
shares
|
$6.33 Million
3.06% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
98,493
shares
|
$6.33 Million
1.95% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
97,196
shares
|
$6.25 Million
3.31% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
96,425
shares
|
$6.2 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
95,366
shares
|
$6.13 Million
0.36% of portfolio
|
Q3 2024
Added 207.47%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
95,152
shares
|
$6.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Wela Strategies, Inc.
|
Oct 17, 2024 Q3 2024 |
95,101
shares
|
$6.11 Million
2.61% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
94,968
shares
|
$6.1 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
94,222
shares
|
$6.05 Million
0.94% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
93,865
shares
|
$6.03 Million
0.13% of portfolio
|
Q4 2023
Added 2.39%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
93,689
shares
|
$6.02 Million
0.09% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
92,542
shares
|
$5.95 Million
2.97% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
92,470
shares
|
$5.94 Million
3.32% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
92,029
shares
|
$5.91 Million
2.79% of portfolio
|
Q3 2024
Reduced 0.04%
|