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 |
|---|---|---|---|---|---|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
26,257
shares
|
$1.79 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
26,165
shares
|
$1.78 Million
0.96% of portfolio
|
Q3 2025
Added 15.52%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
26,099
shares
|
$1.78 Million
0.15% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
26,083
shares
|
$1.78 Million
0.23% of portfolio
|
Q2 2025
Reduced 67.04%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
25,926
shares
|
$1.77 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
|
$1.76 Million
0.14% of portfolio
|
Q2 2025
Added 469.05%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
25,884
shares
|
$1.76 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
25,765
shares
|
$1.75 Million
0.74% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
25,675
shares
|
$1.75 Million
0.04% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
25,622
shares
|
$1.74 Million
1.14% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
25,420
shares
|
$1.73 Million
0.28% of portfolio
|
Q2 2025
Added 26.55%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
25,323
shares
|
$1.72 Million
0.78% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
25,264
shares
|
$1.72 Million
0.06% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
25,175
shares
|
$1.71 Million
0.6% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
25,064
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
24,952
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
24,667
shares
|
$1.68 Million
0.07% of portfolio
|
Q2 2025
Added 81.51%
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
24,623
shares
|
$1.68 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
24,600
shares
|
$1.68 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
24,566
shares
|
$1.67 Million
0.29% of portfolio
|
Q4 2022
Reduced 7.28%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
24,558
shares
|
$1.67 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
24,528
shares
|
$1.67 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
24,482
shares
|
$1.67 Million
0.24% of portfolio
|
Q2 2025
Reduced 24.48%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
24,263
shares
|
$1.65 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
24,143
shares
|
$1.64 Million
0.28% of portfolio
|
Q3 2025
Added 1.04%
|