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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
16,165
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Added 189.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
16,104
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.69%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
16,084
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
15,800
shares
|
$1.02 Million
0.15% of portfolio
|
Q1 2024
Added 79.55%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
15,686
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
15,665
shares
|
$1.01 Million
0.12% of portfolio
|
Q3 2024
Added 4480.41%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
15,598
shares
|
$1 Million
1.15% of portfolio
|
Q3 2022
Reduced 3.29%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
15,591
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
15,575
shares
|
$1 Million
0.19% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
15,575
shares
|
$1 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
15,511
shares
|
$996,736
0.15% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
15,454
shares
|
$993,074
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
15,298
shares
|
$983,049
0.05% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
15,075
shares
|
$968,719
0.21% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
14,910
shares
|
$958,116
0.17% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
14,864
shares
|
$955,160
0.42% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,852
shares
|
$954,389
0.02% of portfolio
|
Q2 2023
Reduced 5.12%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
14,785
shares
|
$950,084
0.07% of portfolio
|
Q3 2024
Added 205.66%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,671
shares
|
$942,758
0.07% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
14,664
shares
|
$942,308
0.29% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
14,471
shares
|
$929,906
0.22% of portfolio
|
Q1 2023
Added 25.87%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
14,470
shares
|
$929,842
0.08% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
14,372
shares
|
$923,544
0.71% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
14,368
shares
|
$923,287
0.16% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
14,354
shares
|
$922,388
0.28% of portfolio
|
Q3 2024
Added 12.41%
|