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 |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
65,415
shares
|
$4.2 Million
0.76% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
64,280
shares
|
$4.13 Million
1.85% of portfolio
|
Q1 2024
Added 3.65%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
63,109
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
61,863
shares
|
$3.98 Million
0.62% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
61,306
shares
|
$3.94 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
60,453
shares
|
$3.88 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
58,730
shares
|
$3.77 Million
0.21% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
58,030
shares
|
$3.73 Million
0.45% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
57,692
shares
|
$3.71 Million
0.12% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
56,290
shares
|
$3.62 Million
0.35% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
56,229
shares
|
$3.61 Million
2.44% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
55,600
shares
|
$3.57 Million
0.01% of portfolio
|
Q3 2024
Added 131.67%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
55,162
shares
|
$3.54 Million
0.34% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
55,063
shares
|
$3.54 Million
0.1% of portfolio
|
Q3 2024
Added 63.29%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
54,783
shares
|
$3.52 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
54,161
shares
|
$3.48 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
53,951
shares
|
$3.47 Million
0.04% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
53,800
shares
|
$3.46 Million
1.93% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
53,758
shares
|
$3.45 Million
0.42% of portfolio
|
Q3 2024
Reduced 18.92%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
53,407
shares
|
$3.43 Million
1.01% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
52,127
shares
|
$3.35 Million
1.47% of portfolio
|
Q2 2024
Added 5.16%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
51,953
shares
|
$3.34 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
51,852
shares
|
$3.33 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
51,771
shares
|
$3.33 Million
0.3% of portfolio
|
Q2 2023
Reduced 9.71%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
51,232
shares
|
$3.29 Million
0.12% of portfolio
|
Q2 2024
Added 2.31%
|