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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
78,822
shares
|
$5.07 Million
0.63% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
78,600
shares
|
$5.05 Million
0.42% of portfolio
|
Q3 2024
Added 24.11%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
78,023
shares
|
$5.01 Million
4.15% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
78,016
shares
|
$5.01 Million
0.14% of portfolio
|
Q3 2024
Added 69.74%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
77,948
shares
|
$5.01 Million
1.45% of portfolio
|
Q2 2022
Added 11.21%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
76,616
shares
|
$4.92 Million
0.01% of portfolio
|
Q3 2024
Added 46.19%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
76,616
shares
|
$4.92 Million
0.61% of portfolio
|
Q3 2024
Reduced 24.84%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
75,039
shares
|
$4.82 Million
0.05% of portfolio
|
Q3 2024
Added 29.93%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
74,840
shares
|
$4.81 Million
0.2% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
74,371
shares
|
$4.78 Million
0.44% of portfolio
|
Q3 2024
Reduced 25.34%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
73,962
shares
|
$4.75 Million
1.62% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
73,406
shares
|
$4.72 Million
2.31% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
73,391
shares
|
$4.72 Million
0.12% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
72,389
shares
|
$4.65 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
71,091
shares
|
$4.57 Million
1.65% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
70,981
shares
|
$4.56 Million
1.37% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
70,556
shares
|
$4.53 Million
3.19% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
69,699
shares
|
$4.48 Million
1.47% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
69,458
shares
|
$4.46 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
68,741
shares
|
$4.42 Million
1.45% of portfolio
|
Q4 2023
Added 2.8%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
68,686
shares
|
$4.41 Million
0.96% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
67,842
shares
|
$4.36 Million
1.83% of portfolio
|
Q3 2024
Added 15.92%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
67,590
shares
|
$4.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 93.81%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
66,352
shares
|
$4.26 Million
0.97% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
66,272
shares
|
$4.26 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.57%
|