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 1,239 institutions that hold shares in the stock, with a total of 294 Million shares, which have been reported (via 13F filing form) to have a value of $18.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
8,479
shares
|
$539,433
0.15% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
8,476
shares
|
$539,243
0.42% of portfolio
|
Q1 2025
Reduced 40.73%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
8,429
shares
|
$536,252
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
8,424
shares
|
$535,934
0.02% of portfolio
|
Q1 2025
Added 18.58%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
8,350
shares
|
$531,227
0.07% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
8,275
shares
|
$526,455
0.04% of portfolio
|
Q1 2025
Added 26.07%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
8,261
shares
|
$525,564
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
8,250
shares
|
$524,865
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Scott & Selber, Inc.
|
Apr 24, 2025 Q1 2025 |
8,231
shares
|
$523,656
0.16% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
8,181
shares
|
$520,475
0.2% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
8,057
shares
|
$512,586
0.16% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
7,990
shares
|
$508,323
0.1% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
7,986
shares
|
$508,069
4.65% of portfolio
|
Q1 2025
Added 786.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
7,968
shares
|
$506,924
0.02% of portfolio
|
Q1 2025
Reduced 32.07%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
7,967
shares
|
$506,860
0.09% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
7,872
shares
|
$500,816
0.01% of portfolio
|
Q1 2025
Added 14.79%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
7,844
shares
|
$499,035
0.01% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
7,794
shares
|
$495,854
0.08% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
7,785
shares
|
$495,281
0.1% of portfolio
|
Q1 2025
Reduced 26.17%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
7,766
shares
|
$494,072
0.2% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
7,755
shares
|
$493,373
0.02% of portfolio
|
Q1 2025
Reduced 27.71%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
7,732
shares
|
$491,909
0.16% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
7,717
shares
|
$490,955
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
7,711
shares
|
$490,573
0.04% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
7,707
shares
|
$490,319
0.03% of portfolio
|
Q1 2025
Reduced 13.31%
|