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 $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
6,101
shares
|
$392,050
0.22% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
6,057
shares
|
$389,222
0.01% of portfolio
|
Q3 2024
Added 21.26%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
6,018
shares
|
$386,716
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
5,995
shares
|
$385,238
0.05% of portfolio
|
Q3 2024
Added 38.93%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
5,989
shares
|
$384,853
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
5,935
shares
|
$381,383
0.03% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
5,912
shares
|
$379,905
0.27% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
5,871
shares
|
$377,270
0.04% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
5,863
shares
|
$376,756
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
5,833
shares
|
$374,828
0.01% of portfolio
|
Q3 2024
Added 64.68%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
5,831
shares
|
$374,700
0.2% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,808
shares
|
$373,222
0.0% of portfolio
|
Q3 2024
Reduced 32.65%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,736
shares
|
$368,595
0.02% of portfolio
|
Q4 2023
Reduced 8.02%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
5,723
shares
|
$367,759
0.23% of portfolio
|
Q3 2024
Reduced 12.01%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
5,716
shares
|
$367,310
0.11% of portfolio
|
Q3 2024
Reduced 36.83%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
5,703
shares
|
$366,474
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
5,690
shares
|
$365,639
0.1% of portfolio
|
Q3 2024
Added 19.89%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
5,671
shares
|
$364,418
0.19% of portfolio
|
Q1 2024
Reduced 9.71%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
5,600
shares
|
$359,856
0.05% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
5,571
shares
|
$357,992
0.06% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,565
shares
|
$357,606
0.12% of portfolio
|
Q1 2024
Added 3.17%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
5,560
shares
|
$357,285
0.0% of portfolio
|
Q3 2024
Added 47.17%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
5,509
shares
|
$354,008
0.0% of portfolio
|
Q3 2024
Added 30.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,484
shares
|
$352,401
0.0% of portfolio
|
Q4 2023
Reduced 9.49%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
5,469
shares
|
$351,437
0.05% of portfolio
|
Q2 2024
Reduced 0.18%
|