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 1,298 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $20.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
125,612
shares
|
$8.55 Million
0.06% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
125,098
shares
|
$8.52 Million
3.56% of portfolio
|
Q3 2025
Added 1822.51%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
124,558
shares
|
$8.48 Million
1.24% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
124,444
shares
|
$8.47 Million
0.11% of portfolio
|
Q2 2025
Added 13.47%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
123,989
shares
|
$8.44 Million
2.37% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
123,721
shares
|
$8.42 Million
0.08% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
123,376
shares
|
$8.4 Million
0.81% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
121,683
shares
|
$8.29 Million
3.04% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
120,706
shares
|
$8.22 Million
4.63% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
120,388
shares
|
$8.2 Million
1.28% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
119,762
shares
|
$8.15 Million
0.95% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
119,616
shares
|
$8.14 Million
4.65% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
118,919
shares
|
$8.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
118,356
shares
|
$8.06 Million
0.56% of portfolio
|
Q2 2025
Added 21.4%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
118,141
shares
|
$8.04 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
117,330
shares
|
$7.99 Million
6.84% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
117,214
shares
|
$7.98 Million
0.32% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
116,999
shares
|
$7.97 Million
1.04% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
116,985
shares
|
$7.97 Million
0.04% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
116,325
shares
|
$7.92 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
116,307
shares
|
$7.92 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
115,133
shares
|
$7.84 Million
3.58% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
115,100
shares
|
$7.84 Million
0.0% of portfolio
|
Q2 2025
Added 48.94%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
115,012
shares
|
$7.83 Million
1.09% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
115,012
shares
|
$7.83 Million
1.11% of portfolio
|
Q2 2025
Added 30.7%
|