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 1,342 institutions that hold shares in the stock, with a total of 313 Million shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
14,992
shares
|
$1.03 Million
0.2% of portfolio
|
Q2 2025
Added 26.07%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,852
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2023
Reduced 5.12%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
14,843
shares
|
$1.02 Million
0.25% of portfolio
|
Q3 2025
Reduced 77.0%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
14,829
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2025
Reduced 22.37%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
14,771
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
14,748
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 23, 2026 Q4 2025 |
14,671
shares
|
$1 Million
0.28% of portfolio
|
Q4 2025
Reduced 1.73%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
14,621
shares
|
$1 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Citizens Financial Group Inc
|
Jan 30, 2026 Q4 2025 |
14,602
shares
|
$999,214
0.01% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
14,598
shares
|
$998,941
0.06% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Jan 20, 2026 Q4 2025 |
14,490
shares
|
$991,550
0.35% of portfolio
|
Q4 2025
Added 23.74%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
14,471
shares
|
$990,250
0.22% of portfolio
|
Q1 2023
Added 25.87%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
14,437
shares
|
$987,923
0.12% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
14,354
shares
|
$982,244
0.1% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
14,128
shares
|
$966,779
0.78% of portfolio
|
Q2 2025
Reduced 33.51%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
13,874
shares
|
$949,397
0.24% of portfolio
|
Q4 2025
Added 19.07%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
13,815
shares
|
$945,360
0.01% of portfolio
|
Q3 2025
Reduced 44.88%
|
|
|
Investment Advisory Group, LLC
|
Jan 23, 2026 Q4 2025 |
13,755
shares
|
$941,254
0.25% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
13,752
shares
|
$941,049
0.06% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,675
shares
|
$935,780
0.02% of portfolio
|
Q3 2023
Added 4.53%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
13,637
shares
|
$933,179
0.28% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
13,616
shares
|
$931,742
0.22% of portfolio
|
Q2 2022
Reduced 4.19%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
13,569
shares
|
$928,526
0.41% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 21, 2026 Q4 2025 |
13,552
shares
|
$927,363
0.33% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
13,533
shares
|
$926,063
0.03% of portfolio
|
Q4 2025
Added 348.71%
|
|