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 $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,395
shares
|
$216,499
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
3,389
shares
|
$216,116
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,378
shares
|
$215,415
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
3,355
shares
|
$213,948
0.01% of portfolio
|
Q3 2023
Reduced 3.29%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
3,340
shares
|
$212,991
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
3,328
shares
|
$212,226
0.08% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
3,319
shares
|
$211,652
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,300
shares
|
$210,441
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
3,291
shares
|
$209,867
0.01% of portfolio
|
Q1 2024
Added 13.17%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,286
shares
|
$209,548
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
3,259
shares
|
$207,826
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
3,251
shares
|
$207,316
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
3,241
shares
|
$206,678
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,239
shares
|
$206,551
0.03% of portfolio
|
Q3 2024
Reduced 48.06%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
3,221
shares
|
$205,403
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
3,220
shares
|
$205,339
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
3,200
shares
|
$204,064
0.0% of portfolio
|
Q3 2024
Reduced 33.29%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
3,196
shares
|
$203,808
0.12% of portfolio
|
Q3 2024
Reduced 21.9%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
3,047
shares
|
$194,307
0.47% of portfolio
|
Q3 2024
Reduced 16.04%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
3,001
shares
|
$191,373
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
2,974
shares
|
$189,651
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,973
shares
|
$189,588
0.04% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
2,963
shares
|
$188,950
0.01% of portfolio
|
Q1 2024
Added 8.42%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,850
shares
|
$181,744
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
2,780
shares
|
$177,280
0.03% of portfolio
|
Q2 2023
New holding
|