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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
48,384
shares
|
$3.16 Million
0.0% of portfolio
|
Q2 2025
Added 25.84%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
48,322
shares
|
$3.15 Million
0.24% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
48,139
shares
|
$3.14 Million
0.85% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
47,114
shares
|
$3.07 Million
0.78% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
46,900
shares
|
$3.06 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
45,674
shares
|
$2.98 Million
0.23% of portfolio
|
Q1 2025
Reduced 29.99%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
44,872
shares
|
$2.93 Million
1.03% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
44,522
shares
|
$2.91 Million
0.04% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
44,476
shares
|
$2.9 Million
0.09% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
44,066
shares
|
$2.88 Million
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
43,944
shares
|
$2.87 Million
1.46% of portfolio
|
Q2 2025
Added 20.82%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
43,853
shares
|
$2.86 Million
0.4% of portfolio
|
Q2 2025
Reduced 17.07%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
43,353
shares
|
$2.83 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
43,173
shares
|
$2.82 Million
1.71% of portfolio
|
Q3 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
42,678
shares
|
$2.78 Million
0.05% of portfolio
|
Q2 2025
Added 83.15%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
42,637
shares
|
$2.78 Million
1.89% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
42,061
shares
|
$2.74 Million
2.02% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
41,108
shares
|
$2.68 Million
0.3% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
41,095
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Added 21.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
41,061
shares
|
$2.68 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.28%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
40,920
shares
|
$2.67 Million
4.53% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
40,902
shares
|
$2.67 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
40,815
shares
|
$2.66 Million
0.26% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
40,789
shares
|
$2.66 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
40,522
shares
|
$2.64 Million
0.88% of portfolio
|
Q2 2025
Added 115.28%
|