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 |
|---|---|---|---|---|---|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,722
shares
|
$109,811
0.02% of portfolio
|
Q2 2024
Reduced 9.13%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,720
shares
|
$109,684
0.09% of portfolio
|
Q2 2022
Reduced 38.57%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
1,680
shares
|
$107,133
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,670
shares
|
$106,495
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,621
shares
|
$103,371
0.07% of portfolio
|
Q2 2024
Added 47.23%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
1,589
shares
|
$101,330
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,570
shares
|
$100,118
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,446
shares
|
$92,211
0.02% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
1,380
shares
|
$88,002
0.02% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,379
shares
|
$87,938
0.01% of portfolio
|
Q3 2022
Reduced 68.51%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
1,300
shares
|
$82,901
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
1,289
shares
|
$82,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,288
shares
|
$82,135
0.01% of portfolio
|
Q4 2023
Added 1.5%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
1,273
shares
|
$81,179
0.03% of portfolio
|
Q3 2024
Added 35.86%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,254
shares
|
$79,967
0.02% of portfolio
|
Q3 2024
Added 44.3%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
1,229
shares
|
$78,373
0.03% of portfolio
|
Q4 2023
Reduced 19.99%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,217
shares
|
$77,608
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
1,182
shares
|
$75,376
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,159
shares
|
$73,909
0.0% of portfolio
|
Q3 2024
Reduced 48.83%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,100
shares
|
$70,147
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
1,074
shares
|
$68,488
0.03% of portfolio
|
Q2 2024
Reduced 15.43%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,031
shares
|
$65,746
0.0% of portfolio
|
Q3 2024
Added 1590.16%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,028
shares
|
$65,555
0.01% of portfolio
|
Q2 2024
Reduced 41.42%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,018
shares
|
$64,917
0.01% of portfolio
|
Q4 2023
Reduced 51.36%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,000
shares
|
$63,770
0.01% of portfolio
|
Q3 2024
Added 49900.0%
|