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 |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
40,208
shares
|
$2.62 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
40,203
shares
|
$2.62 Million
0.2% of portfolio
|
Q2 2025
Added 1135.12%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
40,133
shares
|
$2.62 Million
1.05% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
40,122
shares
|
$2.62 Million
0.06% of portfolio
|
Q2 2025
Added 274.94%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
39,593
shares
|
$2.58 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
39,414
shares
|
$2.57 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
39,329
shares
|
$2.57 Million
1.58% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
38,778
shares
|
$2.53 Million
2.28% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
38,484
shares
|
$2.51 Million
0.47% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
38,480
shares
|
$2.51 Million
2.02% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
38,204
shares
|
$2.49 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
38,193
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
38,050
shares
|
$2.48 Million
0.23% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
37,796
shares
|
$2.47 Million
0.17% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
37,671
shares
|
$2.46 Million
0.02% of portfolio
|
Q2 2025
Added 77.24%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
37,488
shares
|
$2.45 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
37,298
shares
|
$2.43 Million
0.98% of portfolio
|
Q2 2025
Reduced 27.0%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
37,291
shares
|
$2.43 Million
1.59% of portfolio
|
Q4 2022
Added 6.86%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
37,275
shares
|
$2.43 Million
0.52% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
37,006
shares
|
$2.41 Million
0.05% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
36,803
shares
|
$2.4 Million
0.16% of portfolio
|
Q2 2025
Added 87.21%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
36,753
shares
|
$2.4 Million
0.17% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
36,734
shares
|
$2.4 Million
0.04% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
36,720
shares
|
$2.4 Million
0.34% of portfolio
|
Q2 2025
Added 46.62%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
36,604
shares
|
$2.39 Million
0.75% of portfolio
|
Q2 2025
Added 50.05%
|