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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
50,835
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
50,414
shares
|
$3.24 Million
1.1% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
50,255
shares
|
$3.23 Million
1.1% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
48,568
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2024
Added 23.38%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
48,286
shares
|
$3.1 Million
0.22% of portfolio
|
Q3 2024
Added 92.75%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
47,701
shares
|
$3.07 Million
0.17% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
47,540
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
47,517
shares
|
$3.05 Million
0.79% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
47,490
shares
|
$3.05 Million
0.03% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
46,257
shares
|
$2.97 Million
0.96% of portfolio
|
Q3 2024
Reduced 53.67%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
46,094
shares
|
$2.96 Million
0.18% of portfolio
|
Q3 2024
Added 243.55%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
45,896
shares
|
$2.95 Million
0.25% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
45,492
shares
|
$2.92 Million
0.33% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
45,440
shares
|
$2.92 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
45,069
shares
|
$2.9 Million
0.11% of portfolio
|
Q3 2024
Added 33.79%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
44,993
shares
|
$2.89 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
44,788
shares
|
$2.88 Million
0.24% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
44,492
shares
|
$2.86 Million
0.99% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
44,066
shares
|
$2.83 Million
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
43,871
shares
|
$2.82 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
43,851
shares
|
$2.82 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
43,723
shares
|
$2.81 Million
0.87% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
43,387
shares
|
$2.79 Million
1.25% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
43,303
shares
|
$2.78 Million
1.41% of portfolio
|
Q3 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
43,173
shares
|
$2.77 Million
1.98% of portfolio
|
Q3 2024
New holding
|