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 $18.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
122,940
shares
|
$7.65 Million
1.35% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
121,521
shares
|
$7.57 Million
0.38% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
121,305
shares
|
$7.55 Million
0.85% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
120,809
shares
|
$7.52 Million
1.1% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
118,995
shares
|
$7.41 Million
0.14% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
118,596
shares
|
$7.38 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
118,185
shares
|
$7.36 Million
0.06% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
117,472
shares
|
$7.31 Million
4.83% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
117,005
shares
|
$7.28 Million
0.99% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
115,634
shares
|
$7.2 Million
1.35% of portfolio
|
Q1 2025
Reduced 23.95%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
115,064
shares
|
$7.16 Million
3.85% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
114,573
shares
|
$7.13 Million
4.97% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
113,267
shares
|
$7.05 Million
0.14% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
113,004
shares
|
$7.04 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
112,439
shares
|
$7 Million
1.31% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
111,921
shares
|
$6.97 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
111,554
shares
|
$6.95 Million
0.08% of portfolio
|
Q1 2025
Added 17.29%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
111,169
shares
|
$6.92 Million
0.39% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
111,084
shares
|
$6.92 Million
3.55% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
111,028
shares
|
$6.91 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
109,991
shares
|
$6.85 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
109,673
shares
|
$6.83 Million
0.1% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
109,663
shares
|
$6.83 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
109,135
shares
|
$6.79 Million
3.22% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
108,791
shares
|
$6.77 Million
6.35% of portfolio
|
Q1 2025
Reduced 2.17%
|