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 |
---|---|---|---|---|---|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
19,240
shares
|
$1.26 Million
0.11% of portfolio
|
Q2 2025
Added 7.67%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
19,230
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
19,201
shares
|
$1.25 Million
0.24% of portfolio
|
Q1 2025
Added 0.07%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
19,127
shares
|
$1.25 Million
0.34% of portfolio
|
Q1 2024
Added 25.71%
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
19,101
shares
|
$1.25 Million
0.21% of portfolio
|
Q2 2025
Added 6.19%
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
19,095
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
19,070
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
18,947
shares
|
$1.24 Million
0.78% of portfolio
|
Q2 2025
Added 4.7%
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
18,821
shares
|
$1.23 Million
0.29% of portfolio
|
Q2 2025
Added 5.46%
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
18,804
shares
|
$1.23 Million
0.38% of portfolio
|
Q2 2025
Added 14.57%
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
18,691
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2025
Added 11.33%
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
18,640
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Added 16.38%
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
18,472
shares
|
$1.21 Million
1.34% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
18,387
shares
|
$1.2 Million
0.16% of portfolio
|
Q2 2025
Added 20.43%
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
18,298
shares
|
$1.19 Million
0.89% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
18,287
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
18,105
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
18,016
shares
|
$1.18 Million
0.64% of portfolio
|
Q2 2025
Added 40.41%
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
18,007
shares
|
$1.17 Million
0.57% of portfolio
|
Q2 2025
Added 162.26%
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
17,764
shares
|
$1.16 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
17,762
shares
|
$1.16 Million
0.19% of portfolio
|
Q2 2025
Added 2.72%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
17,582
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Added 23.21%
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
17,570
shares
|
$1.15 Million
0.06% of portfolio
|
Q2 2025
Added 11.13%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
17,561
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Added 1.97%
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
17,463
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.56%
|