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 |
|---|---|---|---|---|---|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
29,696
shares
|
$1.91 Million
1.36% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
29,590
shares
|
$1.9 Million
0.07% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
29,513
shares
|
$1.9 Million
1.7% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
29,354
shares
|
$1.89 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
29,025
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Added 85.5%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
28,797
shares
|
$1.85 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
28,701
shares
|
$1.84 Million
0.28% of portfolio
|
Q4 2023
Added 50.5%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
28,633
shares
|
$1.84 Million
0.11% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
28,357
shares
|
$1.82 Million
1.4% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
28,123
shares
|
$1.81 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
27,791
shares
|
$1.79 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
27,532
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
27,485
shares
|
$1.77 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
27,427
shares
|
$1.76 Million
1.26% of portfolio
|
Q1 2024
Added 2.04%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
27,339
shares
|
$1.76 Million
0.45% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
27,095
shares
|
$1.74 Million
1.43% of portfolio
|
Q3 2024
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
27,018
shares
|
$1.74 Million
0.77% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
27,014
shares
|
$1.74 Million
0.46% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
26,899
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Added 61.96%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
26,682
shares
|
$1.71 Million
1.18% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,672
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
26,474
shares
|
$1.7 Million
0.4% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
26,454
shares
|
$1.7 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
26,271
shares
|
$1.69 Million
0.16% of portfolio
|
Q3 2024
Added 142.22%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
26,200
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.95%
|