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 |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
21,185
shares
|
$1.44 Million
0.21% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
21,176
shares
|
$1.44 Million
0.39% of portfolio
|
Q2 2025
Added 30.37%
|
|
|
Rovin Capital
|
Oct 17, 2025 Q3 2025 |
21,163
shares
|
$1.44 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
21,078
shares
|
$1.44 Million
0.65% of portfolio
|
Q1 2024
Reduced 8.59%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
21,020
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
Reduced 19.44%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
20,966
shares
|
$1.43 Million
0.19% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
20,619
shares
|
$1.4 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
20,583
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Added 48.7%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
20,258
shares
|
$1.38 Million
0.49% of portfolio
|
Q3 2025
Reduced 24.62%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
20,195
shares
|
$1.38 Million
0.57% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
20,054
shares
|
$1.37 Million
1.17% of portfolio
|
Q2 2022
Added 11.6%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
20,050
shares
|
$1.37 Million
1.24% of portfolio
|
Q2 2025
Reduced 30.33%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
19,868
shares
|
$1.35 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
19,800
shares
|
$1.35 Million
0.24% of portfolio
|
Q2 2021
Reduced 1.0%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
19,766
shares
|
$1.35 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
19,641
shares
|
$1.34 Million
0.4% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
19,557
shares
|
$1.33 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
19,473
shares
|
$1.33 Million
1.04% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
19,453
shares
|
$1.32 Million
0.46% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
19,360
shares
|
$1.32 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
19,240
shares
|
$1.31 Million
0.11% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
19,230
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
19,209
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
19,127
shares
|
$1.3 Million
0.34% of portfolio
|
Q1 2024
Added 25.71%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
19,101
shares
|
$1.3 Million
0.21% of portfolio
|
Q2 2025
Added 6.19%
|