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 1,342 institutions that hold shares in the stock, with a total of 312 Million shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 23, 2026 Q4 2025 |
30,897
shares
|
$2.11 Million
1.29% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 26, 2026 Q4 2025 |
30,890
shares
|
$2.11 Million
0.28% of portfolio
|
Q4 2025
Reduced 3.38%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
30,760
shares
|
$2.1 Million
0.17% of portfolio
|
Q3 2023
Reduced 2.09%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
30,735
shares
|
$2.1 Million
0.62% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
30,460
shares
|
$2.08 Million
0.25% of portfolio
|
Q4 2025
Reduced 4.57%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
30,419
shares
|
$2.08 Million
0.06% of portfolio
|
Q3 2022
Added 3.93%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
30,390
shares
|
$2.08 Million
0.82% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
30,322
shares
|
$2.07 Million
1.78% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
30,167
shares
|
$2.06 Million
0.06% of portfolio
|
Q4 2025
Added 127.88%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
30,139
shares
|
$2.06 Million
1.4% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
30,138
shares
|
$2.06 Million
0.11% of portfolio
|
Q3 2022
Reduced 1.49%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
29,906
shares
|
$2.05 Million
0.45% of portfolio
|
Q4 2025
Added 1.68%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
29,902
shares
|
$2.05 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
29,778
shares
|
$2.04 Million
0.63% of portfolio
|
Q3 2025
Reduced 62.78%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
29,715
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
29,522
shares
|
$2.02 Million
1.55% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
29,306
shares
|
$2.01 Million
0.75% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
29,215
shares
|
$2 Million
0.12% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
29,148
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
29,006
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2025
Added 29.0%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
28,999
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2025
Added 362.06%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
28,719
shares
|
$1.97 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Emissary Wealth LLC
Hackensack, NJ |
Jan 27, 2026 Q4 2025 |
28,718
shares
|
$1.97 Million
1.67% of portfolio
|
Q4 2025
New holding
|
|
|
Northside Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
28,700
shares
|
$1.96 Million
0.18% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
28,671
shares
|
$1.96 Million
1.28% of portfolio
|
Q3 2025
Added 13.96%
|
|