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 |
---|---|---|---|---|---|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
3,854
shares
|
$245,191
0.11% of portfolio
|
Q1 2025
New holding
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,804
shares
|
$242,010
0.0% of portfolio
|
Q3 2024
New holding
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
3,780
shares
|
$240,483
0.04% of portfolio
|
Q3 2024
Added 0.67%
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
3,773
shares
|
$240,038
0.04% of portfolio
|
Q1 2025
New holding
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
3,767
shares
|
$239,656
0.04% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,758
shares
|
$239,083
0.01% of portfolio
|
Q3 2024
Added 6.1%
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
3,744
shares
|
$238,193
0.02% of portfolio
|
Q1 2025
New holding
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
3,742
shares
|
$238,066
0.01% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
3,736
shares
|
$237,684
0.0% of portfolio
|
Q1 2025
Reduced 79.43%
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,717
shares
|
$236,475
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,693
shares
|
$234,948
0.08% of portfolio
|
Q3 2024
New holding
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
3,689
shares
|
$234,694
0.12% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
3,673
shares
|
$233,676
0.11% of portfolio
|
Q1 2025
Added 5.09%
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
3,665
shares
|
$233,167
0.01% of portfolio
|
Q1 2025
New holding
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
3,650
shares
|
$232,213
0.03% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
3,648
shares
|
$232,085
0.06% of portfolio
|
Q1 2025
Reduced 38.73%
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
3,644
shares
|
$231,831
0.02% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,635
shares
|
$231,258
0.02% of portfolio
|
Q2 2024
Reduced 13.98%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
3,629
shares
|
$230,876
0.09% of portfolio
|
Q1 2024
New holding
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
3,617
shares
|
$230,113
0.02% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
3,571
shares
|
$227,187
0.0% of portfolio
|
Q1 2025
New holding
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
3,567
shares
|
$226,932
0.14% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
3,553
shares
|
$226,041
0.09% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
3,552
shares
|
$225,978
0.11% of portfolio
|
Q1 2025
Added 0.51%
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
3,542
shares
|
$225,342
0.0% of portfolio
|
Q4 2024
Reduced 39.28%
|