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 |
|---|---|---|---|---|---|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Sep 30, 2025 Q2 2025 |
11,629
shares
|
$791,818
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
11,575
shares
|
$788,141
0.01% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
11,472
shares
|
$781,128
0.18% of portfolio
|
Q3 2025
Reduced 22.47%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
11,417
shares
|
$777,383
0.14% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
11,384
shares
|
$775,136
0.03% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
11,374
shares
|
$774,455
0.25% of portfolio
|
Q1 2024
Added 46.91%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
11,334
shares
|
$771,732
0.17% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
11,262
shares
|
$766,829
0.19% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
11,232
shares
|
$764,786
0.35% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
11,223
shares
|
$764,174
0.48% of portfolio
|
Q3 2024
Reduced 95.37%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,196
shares
|
$762,335
0.18% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
11,180
shares
|
$761,246
0.06% of portfolio
|
Q2 2025
Added 188.52%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
11,145
shares
|
$758,863
0.05% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
11,025
shares
|
$750,692
0.19% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
10,855
shares
|
$739,116
0.04% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
10,850
shares
|
$738,776
0.09% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
10,771
shares
|
$733,397
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
10,612
shares
|
$722,571
0.02% of portfolio
|
Q2 2025
Added 39.43%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 08, 2025 Q2 2025 |
10,599
shares
|
$721,685
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
10,561
shares
|
$719,098
0.05% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
10,490
shares
|
$714,264
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
10,456
shares
|
$711,949
0.09% of portfolio
|
Q3 2025
Reduced 68.72%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
10,437
shares
|
$710,655
0.12% of portfolio
|
Q3 2025
Reduced 21.12%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
10,413
shares
|
$709,021
0.29% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
10,409
shares
|
$708,748
0.04% of portfolio
|
Q2 2025
Reduced 19.38%
|