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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
95,908
shares
|
$6.26 Million
0.06% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
94,367
shares
|
$6.16 Million
1.43% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
93,346
shares
|
$6.09 Million
0.39% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
92,849
shares
|
$6.06 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
92,470
shares
|
$6.03 Million
3.32% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
91,585
shares
|
$5.98 Million
0.6% of portfolio
|
Q3 2022
Added 8.64%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
91,533
shares
|
$5.97 Million
2.21% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
90,988
shares
|
$5.94 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
90,761
shares
|
$5.92 Million
0.15% of portfolio
|
Q2 2025
Added 108.49%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
90,593
shares
|
$5.91 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
89,484
shares
|
$5.84 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
89,249
shares
|
$5.82 Million
0.01% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
89,122
shares
|
$5.82 Million
0.13% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
88,970
shares
|
$5.81 Million
0.11% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
87,705
shares
|
$5.72 Million
0.67% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
87,268
shares
|
$5.69 Million
0.23% of portfolio
|
Q2 2025
Added 109.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
86,575
shares
|
$5.65 Million
0.16% of portfolio
|
Q2 2020
Added 71.12%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
86,521
shares
|
$5.65 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
84,983
shares
|
$5.55 Million
0.65% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
84,462
shares
|
$5.51 Million
0.3% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
83,689
shares
|
$5.46 Million
0.02% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
83,270
shares
|
$5.43 Million
0.15% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
81,979
shares
|
$5.35 Million
2.06% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
81,630
shares
|
$5.33 Million
1.74% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
81,514
shares
|
$5.32 Million
0.49% of portfolio
|
Q2 2025
Added 0.67%
|