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 1,322 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $21.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,538,953
shares
|
$174 Million
0.1% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,301,067
shares
|
$157 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
1,771,788
shares
|
$121 Million
4.1% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,611,409
shares
|
$110 Million
0.16% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,534,236
shares
|
$105 Million
0.17% of portfolio
|
Q3 2025
Added 4220.09%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,530,935
shares
|
$105 Million
0.76% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,502,276
shares
|
$103 Million
2.3% of portfolio
|
Q3 2025
Added 14.98%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,466,401
shares
|
$100 Million
12.88% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
1,460,398
shares
|
$99.9 Million
3.9% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,393,701
shares
|
$95.4 Million
6.76% of portfolio
|
Q2 2023
Reduced 21.1%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,393,701
shares
|
$95.4 Million
6.76% of portfolio
|
Q2 2023
Reduced 21.1%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
1,334,864
shares
|
$91.3 Million
6.82% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
1,253,661
shares
|
$85.8 Million
8.88% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,234,578
shares
|
$84.5 Million
11.83% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,143,955
shares
|
$78.3 Million
19.28% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
1,132,424
shares
|
$77.5 Million
7.1% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,117,901
shares
|
$76.5 Million
13.39% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,076,443
shares
|
$73.7 Million
13.51% of portfolio
|
Q2 2022
Reduced 0.35%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,045,025
shares
|
$71.5 Million
0.38% of portfolio
|
Q3 2025
Reduced 13.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,030,310
shares
|
$70.5 Million
0.19% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
968,195
shares
|
$66.3 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
937,280
shares
|
$64.1 Million
3.43% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
911,472
shares
|
$62.4 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
911,400
shares
|
$62.4 Million
0.55% of portfolio
|
Q3 2025
Added 2119.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
889,168
shares
|
$60.8 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.56%
|
|