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 |
|---|---|---|---|---|---|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
32,900
shares
|
$2.24 Million
0.66% of portfolio
|
Q2 2025
Reduced 43.19%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
32,835
shares
|
$2.24 Million
0.48% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
32,687
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
32,292
shares
|
$2.2 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
32,053
shares
|
$2.18 Million
0.08% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
31,971
shares
|
$2.18 Million
0.31% of portfolio
|
Q3 2025
Reduced 78.99%
|
|
|
Curated Wealth Partners LLC
|
Oct 09, 2025 Q3 2025 |
31,920
shares
|
$2.17 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
31,838
shares
|
$2.17 Million
1.33% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
31,790
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2023
Reduced 10.92%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
31,541
shares
|
$2.15 Million
0.19% of portfolio
|
Q2 2025
Added 127.24%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
30,980
shares
|
$2.11 Million
1.35% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
30,897
shares
|
$2.1 Million
1.34% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
30,760
shares
|
$2.09 Million
0.17% of portfolio
|
Q3 2023
Reduced 2.09%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
30,419
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2022
Added 3.93%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
30,297
shares
|
$2.06 Million
1.87% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
30,138
shares
|
$2.05 Million
0.11% of portfolio
|
Q3 2022
Reduced 1.49%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
30,133
shares
|
$2.05 Million
1.37% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
30,122
shares
|
$2.05 Million
1.64% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
29,968
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
29,919
shares
|
$2.04 Million
0.11% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
29,411
shares
|
$2 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
29,345
shares
|
$2 Million
0.08% of portfolio
|
Q3 2025
Added 18.36%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
29,292
shares
|
$1.99 Million
0.96% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
28,868
shares
|
$1.97 Million
0.2% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
28,748
shares
|
$1.96 Million
0.07% of portfolio
|
Q2 2025
Added 0.17%
|