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 |
|---|---|---|---|---|---|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
36,511
shares
|
$2.38 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
36,229
shares
|
$2.36 Million
2.01% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
36,188
shares
|
$2.36 Million
2.11% of portfolio
|
Q2 2025
Added 30.83%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
35,935
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
35,664
shares
|
$2.33 Million
1.13% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
34,902
shares
|
$2.28 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
34,539
shares
|
$2.25 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
34,510
shares
|
$2.25 Million
0.05% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
34,442
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
34,146
shares
|
$2.23 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
34,127
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
33,938
shares
|
$2.21 Million
0.73% of portfolio
|
Q3 2023
Reduced 3.74%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
33,534
shares
|
$2.19 Million
0.69% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
33,462
shares
|
$2.18 Million
0.19% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
33,427
shares
|
$2.18 Million
0.29% of portfolio
|
Q2 2025
Reduced 27.07%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
33,389
shares
|
$2.18 Million
2.54% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
33,151
shares
|
$2.16 Million
1.21% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
33,137
shares
|
$2.16 Million
0.2% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
33,047
shares
|
$2.16 Million
0.02% of portfolio
|
Q2 2025
Reduced 31.36%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
32,956
shares
|
$2.15 Million
0.07% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
32,900
shares
|
$2.15 Million
0.66% of portfolio
|
Q2 2025
Reduced 43.19%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
32,835
shares
|
$2.14 Million
0.48% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
32,687
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
31,920
shares
|
$2.08 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
31,868
shares
|
$2.08 Million
1.05% of portfolio
|
Q2 2025
Added 0.18%
|