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 1,113 institutions that hold shares in the stock, with a total of 268 Million shares, which have been reported (via 13F filing form) to have a value of $17.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
18,659
shares
|
$1.19 Million
0.3% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
18,446
shares
|
$1.18 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
18,373
shares
|
$1.17 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
18,373
shares
|
$1.17 Million
0.82% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
18,315
shares
|
$1.17 Million
0.55% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
18,000
shares
|
$1.15 Million
0.5% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
17,698
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
17,631
shares
|
$1.12 Million
0.28% of portfolio
|
Q4 2023
Added 35.84%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
17,594
shares
|
$1.12 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
17,367
shares
|
$1.11 Million
0.28% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
17,285
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
17,206
shares
|
$1.1 Million
0.47% of portfolio
|
Q3 2024
Added 41.18%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
17,167
shares
|
$1.09 Million
0.37% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
17,096
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 164.6%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
17,061
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2024
Added 13.52%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
16,887
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2024
Added 30.95%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
16,796
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 23.31%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
16,689
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
16,638
shares
|
$1.06 Million
0.74% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
16,573
shares
|
$1.06 Million
0.42% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
16,571
shares
|
$1.06 Million
0.34% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
16,273
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
16,197
shares
|
$1.03 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
16,182
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2023
Reduced 6.63%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
16,165
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2024
Added 189.23%
|