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 1,337 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 |
|---|---|---|---|---|---|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
25,765
shares
|
$1.76 Million
0.74% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
25,672
shares
|
$1.76 Million
0.6% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
25,572
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Added 24.24%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
25,264
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
24,871
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
24,748
shares
|
$1.69 Million
0.15% of portfolio
|
Q4 2025
Added 3.33%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Jan 27, 2026 Q4 2025 |
24,654
shares
|
$1.69 Million
0.04% of portfolio
|
Q4 2025
Reduced 3.98%
|
|
|
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
|
$1.68 Million
0.29% of portfolio
|
Q4 2022
Reduced 7.28%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
24,558
shares
|
$1.68 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Pfg Advisors
|
Jan 27, 2026 Q4 2025 |
24,277
shares
|
$1.66 Million
0.09% of portfolio
|
Q4 2025
Added 2.92%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
24,143
shares
|
$1.65 Million
0.28% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jan 26, 2026 Q4 2025 |
24,121
shares
|
$1.65 Million
0.25% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
24,101
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2025
Added 4.03%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
24,099
shares
|
$1.65 Million
1.36% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
24,050
shares
|
$1.65 Million
0.11% of portfolio
|
Q4 2025
Added 2.44%
|
|
|
Mendel Money Management
Northbrook, IL |
Jan 28, 2026 Q4 2025 |
23,884
shares
|
$1.63 Million
0.73% of portfolio
|
Q4 2025
Reduced 7.09%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
23,793
shares
|
$1.63 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Roman Butler Fullerton & CO
|
Jan 26, 2026 Q4 2025 |
23,684
shares
|
$1.62 Million
0.46% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
23,612
shares
|
$1.62 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
23,373
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
23,194
shares
|
$1.59 Million
0.44% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
23,071
shares
|
$1.58 Million
0.14% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
23,013
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2025
Reduced 42.64%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
22,780
shares
|
$1.56 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.94%
|
|