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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
108,252
shares
|
$6.74 Million
6.86% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
108,095
shares
|
$6.73 Million
3.0% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
107,511
shares
|
$6.69 Million
0.1% of portfolio
|
Q1 2025
Added 16.52%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
107,474
shares
|
$6.69 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
107,265
shares
|
$6.68 Million
2.9% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
106,973
shares
|
$6.66 Million
3.26% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
106,889
shares
|
$6.65 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
106,761
shares
|
$6.65 Million
1.13% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
106,471
shares
|
$6.63 Million
1.51% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
106,105
shares
|
$6.61 Million
3.13% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
104,752
shares
|
$6.52 Million
3.95% of portfolio
|
Q3 2024
Added 37.92%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
104,384
shares
|
$6.5 Million
3.02% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
103,878
shares
|
$6.47 Million
0.14% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
102,515
shares
|
$6.38 Million
5.49% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
101,900
shares
|
$6.34 Million
3.14% of portfolio
|
Q1 2025
Reduced 67.12%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
101,670
shares
|
$6.33 Million
3.14% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
101,631
shares
|
$6.33 Million
1.57% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
99,391
shares
|
$6.19 Million
3.45% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
98,538
shares
|
$6.13 Million
0.09% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
98,072
shares
|
$6.11 Million
0.39% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
97,489
shares
|
$6.07 Million
0.5% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
95,781
shares
|
$5.96 Million
1.54% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
95,226
shares
|
$5.93 Million
2.86% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
94,036
shares
|
$5.85 Million
0.07% of portfolio
|
Q1 2025
Added 1916.64%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
94,000
shares
|
$5.85 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.66%
|