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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
22,067
shares
|
$1.44 Million
0.28% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
21,908
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
21,894
shares
|
$1.43 Million
0.06% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
21,579
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Reduced 40.69%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
21,200
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Added 21.81%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
21,176
shares
|
$1.38 Million
0.39% of portfolio
|
Q2 2025
Added 30.37%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
21,163
shares
|
$1.38 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
21,078
shares
|
$1.38 Million
0.65% of portfolio
|
Q1 2024
Reduced 8.59%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
20,966
shares
|
$1.37 Million
0.19% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
20,728
shares
|
$1.35 Million
0.26% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
20,583
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 48.7%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
20,351
shares
|
$1.33 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
20,277
shares
|
$1.32 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
20,195
shares
|
$1.32 Million
0.57% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
20,054
shares
|
$1.31 Million
1.17% of portfolio
|
Q2 2022
Added 11.6%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
20,051
shares
|
$1.31 Million
1.15% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
20,050
shares
|
$1.31 Million
1.24% of portfolio
|
Q2 2025
Reduced 30.33%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
20,005
shares
|
$1.31 Million
0.74% of portfolio
|
Q2 2025
Added 10891.76%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
19,868
shares
|
$1.3 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
19,800
shares
|
$1.29 Million
0.24% of portfolio
|
Q2 2021
Reduced 1.0%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
19,766
shares
|
$1.29 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
19,641
shares
|
$1.28 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
|
$1.28 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
19,453
shares
|
$1.27 Million
0.46% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
19,360
shares
|
$1.26 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.8%
|