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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
19,070
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
19,049
shares
|
$1.3 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
18,821
shares
|
$1.28 Million
0.29% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
18,804
shares
|
$1.28 Million
0.38% of portfolio
|
Q2 2025
Added 14.57%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
18,759
shares
|
$1.28 Million
0.7% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
18,691
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
18,640
shares
|
$1.27 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
|
$1.26 Million
1.34% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
18,387
shares
|
$1.25 Million
0.16% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
18,313
shares
|
$1.25 Million
0.19% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
18,298
shares
|
$1.25 Million
0.89% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
18,287
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
18,105
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
18,061
shares
|
$1.23 Million
1.7% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
18,016
shares
|
$1.23 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
|
$1.23 Million
0.57% of portfolio
|
Q2 2025
Added 162.26%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
18,006
shares
|
$1.23 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
17,859
shares
|
$1.22 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
17,582
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
Added 23.21%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
17,570
shares
|
$1.2 Million
0.06% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
17,564
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
17,423
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
17,416
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
17,391
shares
|
$1.18 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
17,353
shares
|
$1.18 Million
1.04% of portfolio
|
Q4 2024
New holding
|