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 1,303 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 $20.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
41,027
shares
|
$2.79 Million
0.35% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
40,920
shares
|
$2.79 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
|
$2.79 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
40,815
shares
|
$2.78 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
|
$2.78 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
40,575
shares
|
$2.76 Million
0.24% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
40,522
shares
|
$2.76 Million
0.88% of portfolio
|
Q2 2025
Added 115.28%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
40,320
shares
|
$2.75 Million
2.43% of portfolio
|
Q3 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
40,203
shares
|
$2.74 Million
0.2% of portfolio
|
Q2 2025
Added 1135.12%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
40,133
shares
|
$2.73 Million
1.05% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
40,122
shares
|
$2.73 Million
0.06% of portfolio
|
Q2 2025
Added 274.94%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
39,593
shares
|
$2.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
39,532
shares
|
$2.69 Million
0.71% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
39,329
shares
|
$2.68 Million
1.58% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
38,664
shares
|
$2.63 Million
0.48% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
38,643
shares
|
$2.63 Million
0.48% of portfolio
|
Q2 2025
Added 10.72%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
38,480
shares
|
$2.62 Million
2.02% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
38,193
shares
|
$2.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
37,796
shares
|
$2.57 Million
0.17% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
37,693
shares
|
$2.57 Million
0.98% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
37,671
shares
|
$2.57 Million
0.02% of portfolio
|
Q2 2025
Added 77.24%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
37,512
shares
|
$2.55 Million
2.07% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
37,488
shares
|
$2.55 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
37,291
shares
|
$2.54 Million
1.59% of portfolio
|
Q4 2022
Added 6.86%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
37,275
shares
|
$2.54 Million
0.52% of portfolio
|
Q1 2024
Reduced 1.9%
|