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 1,239 institutions that hold shares in the stock, with a total of 294 Million shares, which have been reported (via 13F filing form) to have a value of $18.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
25,704
shares
|
$1.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 30.14%
|
|
|
Bouvel Investment Partners, LLC
|
Apr 17, 2025 Q1 2025 |
25,667
shares
|
$1.6 Million
0.69% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
25,534
shares
|
$1.59 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
25,527
shares
|
$1.59 Million
1.16% of portfolio
|
Q1 2025
Reduced 30.52%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
25,376
shares
|
$1.58 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
25,310
shares
|
$1.58 Million
0.43% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
25,254
shares
|
$1.57 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
25,163
shares
|
$1.57 Million
0.18% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
25,124
shares
|
$1.56 Million
0.51% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
25,044
shares
|
$1.56 Million
0.24% of portfolio
|
Q1 2025
Added 47.54%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
24,959
shares
|
$1.55 Million
0.54% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
24,750
shares
|
$1.54 Million
0.74% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
24,566
shares
|
$1.53 Million
0.29% of portfolio
|
Q4 2022
Reduced 7.28%
|
|
|
Capital International Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
24,511
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
24,394
shares
|
$1.52 Million
0.51% of portfolio
|
Q1 2025
Added 31.49%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
24,145
shares
|
$1.5 Million
0.3% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
24,117
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Added 26.21%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
24,099
shares
|
$1.5 Million
1.36% of portfolio
|
Q1 2025
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
23,978
shares
|
$1.49 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
23,900
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
23,699
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
23,601
shares
|
$1.47 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
23,593
shares
|
$1.47 Million
0.43% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
23,584
shares
|
$1.47 Million
0.77% of portfolio
|
Q1 2025
Added 156.24%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
23,479
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.35%
|