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 |
|---|---|---|---|---|---|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
24,121
shares
|
$1.57 Million
0.25% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
24,113
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
24,099
shares
|
$1.57 Million
1.13% of portfolio
|
Q1 2025
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
23,933
shares
|
$1.56 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
23,894
shares
|
$1.56 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
23,884
shares
|
$1.56 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
23,742
shares
|
$1.55 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
23,632
shares
|
$1.54 Million
0.75% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
23,624
shares
|
$1.54 Million
0.4% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
23,543
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
23,478
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
23,326
shares
|
$1.52 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
23,231
shares
|
$1.52 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
23,154
shares
|
$1.51 Million
0.47% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
23,097
shares
|
$1.51 Million
0.46% of portfolio
|
Q2 2025
Added 151.33%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
22,996
shares
|
$1.5 Million
0.52% of portfolio
|
Q2 2025
Added 23.75%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
22,970
shares
|
$1.5 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
22,855
shares
|
$1.49 Million
0.73% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
22,706
shares
|
$1.48 Million
0.14% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
22,649
shares
|
$1.48 Million
0.84% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
22,485
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
22,304
shares
|
$1.46 Million
0.55% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
22,149
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
22,145
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2023
Reduced 60.97%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
22,103
shares
|
$1.44 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.62%
|