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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
27,443
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
27,401
shares
|
$1.79 Million
0.05% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
27,328
shares
|
$1.78 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
27,195
shares
|
$1.77 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
27,172
shares
|
$1.77 Million
0.1% of portfolio
|
Q2 2025
Reduced 23.87%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
27,144
shares
|
$1.77 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
27,127
shares
|
$1.77 Million
0.18% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
27,065
shares
|
$1.77 Million
0.79% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
26,873
shares
|
$1.75 Million
0.65% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
26,642
shares
|
$1.74 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
26,566
shares
|
$1.73 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
26,558
shares
|
$1.73 Million
0.25% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
26,553
shares
|
$1.73 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
26,474
shares
|
$1.73 Million
0.41% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
26,454
shares
|
$1.73 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
26,381
shares
|
$1.72 Million
0.5% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
26,316
shares
|
$1.72 Million
1.4% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
26,316
shares
|
$1.72 Million
1.28% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
26,301
shares
|
$1.72 Million
0.38% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
26,257
shares
|
$1.71 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
26,099
shares
|
$1.7 Million
0.15% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
26,093
shares
|
$1.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
26,083
shares
|
$1.7 Million
0.23% of portfolio
|
Q2 2025
Reduced 67.04%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
25,926
shares
|
$1.69 Million
0.43% of portfolio
|
Q2 2025
Reduced 31.3%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
25,886
shares
|
$1.69 Million
0.14% of portfolio
|
Q2 2025
Added 469.05%
|