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 1,298 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $20.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
50,732
shares
|
$3.45 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
50,084
shares
|
$3.41 Million
0.41% of portfolio
|
Q2 2025
Added 94.85%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
49,835
shares
|
$3.39 Million
1.52% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
48,592
shares
|
$3.31 Million
1.02% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
48,384
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2025
Added 25.84%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
48,322
shares
|
$3.29 Million
0.24% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Norway Savings Bank
|
Oct 07, 2025 Q3 2025 |
47,659
shares
|
$3.25 Million
1.59% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
47,481
shares
|
$3.23 Million
0.06% of portfolio
|
Q3 2025
Added 28.31%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
47,114
shares
|
$3.21 Million
0.78% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
46,900
shares
|
$3.19 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
46,029
shares
|
$3.13 Million
0.15% of portfolio
|
Q3 2025
Added 20.48%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
45,767
shares
|
$3.12 Million
0.08% of portfolio
|
Q3 2025
Added 58.32%
|
|
|
Oak Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
45,597
shares
|
$3.1 Million
1.07% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
44,522
shares
|
$3.03 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
|
$3.03 Million
0.09% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
44,066
shares
|
$3 Million
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
44,036
shares
|
$3 Million
0.05% of portfolio
|
Q3 2025
Added 76.86%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
43,353
shares
|
$2.95 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
43,200
shares
|
$2.94 Million
1.94% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
43,189
shares
|
$2.94 Million
0.17% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
43,173
shares
|
$2.94 Million
1.72% of portfolio
|
Q3 2024
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
42,061
shares
|
$2.86 Million
2.02% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
41,978
shares
|
$2.86 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
41,671
shares
|
$2.84 Million
0.3% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
41,061
shares
|
$2.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.28%
|