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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
56,644
shares
|
$3.7 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
56,257
shares
|
$3.67 Million
0.01% of portfolio
|
Q2 2025
Added 57.28%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
55,749
shares
|
$3.64 Million
1.04% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
55,538
shares
|
$3.62 Million
2.11% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
54,517
shares
|
$3.56 Million
0.29% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
54,500
shares
|
$3.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 86.96%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
54,216
shares
|
$3.54 Million
1.04% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
53,656
shares
|
$3.5 Million
0.11% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
53,529
shares
|
$3.49 Million
2.74% of portfolio
|
Q2 2025
Added 19.24%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
53,163
shares
|
$3.47 Million
0.24% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
52,894
shares
|
$3.45 Million
0.5% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
52,783
shares
|
$3.44 Million
0.9% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
52,218
shares
|
$3.41 Million
2.47% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
52,056
shares
|
$3.4 Million
2.05% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
52,003
shares
|
$3.39 Million
0.98% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
51,771
shares
|
$3.38 Million
0.3% of portfolio
|
Q2 2023
Reduced 9.71%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
51,582
shares
|
$3.37 Million
2.5% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
51,460
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
51,385
shares
|
$3.35 Million
0.94% of portfolio
|
Q2 2025
Added 25.25%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
50,917
shares
|
$3.32 Million
0.27% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
50,732
shares
|
$3.31 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
49,835
shares
|
$3.25 Million
1.52% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
49,358
shares
|
$3.22 Million
0.04% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
48,807
shares
|
$3.18 Million
0.42% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
48,592
shares
|
$3.17 Million
1.02% of portfolio
|
Q1 2025
Reduced 2.74%
|