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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
7,275
shares
|
$463,926
0.07% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
7,223
shares
|
$460,610
0.21% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,200
shares
|
$459,144
0.11% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
7,189
shares
|
$458,442
0.04% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
7,169
shares
|
$457,167
0.02% of portfolio
|
Q3 2024
Added 34.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
7,139
shares
|
$455,254
0.01% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
7,134
shares
|
$454,935
0.13% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
7,104
shares
|
$453,022
0.02% of portfolio
|
Q3 2024
Added 24.52%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
7,002
shares
|
$446,517
0.4% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
6,986
shares
|
$445,497
0.01% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
6,972
shares
|
$444,604
0.07% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
6,940
shares
|
$442,563
0.07% of portfolio
|
Q2 2024
Reduced 14.83%
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
6,929
shares
|
$441,862
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
6,917
shares
|
$441,097
0.14% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
6,876
shares
|
$438,482
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
6,858
shares
|
$437,334
0.01% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
6,854
shares
|
$437,079
0.4% of portfolio
|
Q1 2024
Added 4.66%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
6,808
shares
|
$434,146
0.31% of portfolio
|
Q3 2024
Reduced 45.8%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
6,783
shares
|
$432,551
0.01% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
6,764
shares
|
$431,340
0.01% of portfolio
|
Q2 2024
Added 3.25%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
6,759
shares
|
$431,021
0.08% of portfolio
|
Q3 2021
Added 1.26%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
6,685
shares
|
$426,302
0.07% of portfolio
|
Q2 2024
Reduced 13.69%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
6,629
shares
|
$422,731
0.91% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
6,556
shares
|
$418,076
0.28% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
6,553
shares
|
$417,884
0.03% of portfolio
|
Q3 2024
Added 114.78%
|