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 1,283 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $19.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
123,721
shares
|
$8.07 Million
0.08% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
123,376
shares
|
$8.05 Million
0.81% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
122,236
shares
|
$7.98 Million
1.23% of portfolio
|
Q2 2025
Added 14.49%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
120,388
shares
|
$7.86 Million
1.28% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
120,349
shares
|
$7.85 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
119,762
shares
|
$7.81 Million
0.95% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
119,616
shares
|
$7.8 Million
4.65% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
119,493
shares
|
$7.8 Million
0.09% of portfolio
|
Q2 2025
Added 21.27%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
118,919
shares
|
$7.76 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
118,356
shares
|
$7.72 Million
0.56% of portfolio
|
Q2 2025
Added 21.4%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
118,024
shares
|
$7.7 Million
4.88% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
117,330
shares
|
$7.66 Million
6.84% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
117,214
shares
|
$7.65 Million
0.32% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
116,999
shares
|
$7.63 Million
1.04% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
116,985
shares
|
$7.63 Million
0.04% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
116,472
shares
|
$7.6 Million
2.94% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
116,325
shares
|
$7.59 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
116,307
shares
|
$7.59 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
115,133
shares
|
$7.51 Million
3.58% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
115,100
shares
|
$7.51 Million
0.0% of portfolio
|
Q2 2025
Added 48.94%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
115,012
shares
|
$7.5 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
|
$7.5 Million
1.11% of portfolio
|
Q2 2025
Added 30.7%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
113,715
shares
|
$7.42 Million
1.51% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
113,299
shares
|
$7.39 Million
0.1% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
112,496
shares
|
$7.34 Million
1.29% of portfolio
|
Q2 2025
Added 0.05%
|