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 1,342 institutions that hold shares in the stock, with a total of 313 Million shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
105,444
shares
|
$7.22 Million
0.48% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
105,370
shares
|
$7.21 Million
3.1% of portfolio
|
Q4 2025
Added 1.38%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
105,351
shares
|
$7.21 Million
3.16% of portfolio
|
Q4 2025
Reduced 1.55%
|
|
|
Concord Wealth Partners
|
Jan 29, 2026 Q4 2025 |
105,327
shares
|
$7.21 Million
0.96% of portfolio
|
Q4 2025
Reduced 1.95%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
104,752
shares
|
$7.17 Million
3.95% of portfolio
|
Q3 2024
Added 37.92%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
104,569
shares
|
$7.16 Million
3.16% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
103,131
shares
|
$7.06 Million
0.8% of portfolio
|
Q4 2025
Added 15.1%
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
102,674
shares
|
$7.03 Million
1.48% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
101,139
shares
|
$6.92 Million
0.38% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
101,109
shares
|
$6.92 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Merit Financial Group, LLC
|
Jan 26, 2026 Q4 2025 |
100,121
shares
|
$6.85 Million
0.06% of portfolio
|
Q4 2025
Reduced 15.25%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
100,113
shares
|
$6.85 Million
0.34% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
99,445
shares
|
$6.81 Million
0.39% of portfolio
|
Q4 2025
Added 0.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
99,187
shares
|
$6.79 Million
0.35% of portfolio
|
Q4 2025
Added 0.46%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
97,600
shares
|
$6.68 Million
0.01% of portfolio
|
Q3 2025
Added 502.47%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
97,006
shares
|
$6.64 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
96,389
shares
|
$6.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
95,908
shares
|
$6.56 Million
0.06% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Us Bancorp \De\
|
Jan 30, 2026 Q4 2025 |
95,575
shares
|
$6.54 Million
0.01% of portfolio
|
Q4 2025
Added 1.23%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
94,087
shares
|
$6.44 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
93,531
shares
|
$6.4 Million
0.17% of portfolio
|
Q4 2025
Added 2.13%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
93,346
shares
|
$6.39 Million
0.39% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
92,710
shares
|
$6.34 Million
0.55% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
92,470
shares
|
$6.33 Million
3.32% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
91,585
shares
|
$6.27 Million
0.6% of portfolio
|
Q3 2022
Added 8.64%
|
|