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 |
|---|---|---|---|---|---|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
11,417
shares
|
$744,959
0.14% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
11,384
shares
|
$742,806
0.03% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
11,374
shares
|
$742,153
0.25% of portfolio
|
Q1 2024
Added 46.91%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
11,351
shares
|
$740,652
0.21% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
11,279
shares
|
$735,954
0.5% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
11,272
shares
|
$735,498
0.18% of portfolio
|
Q2 2025
Reduced 22.35%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
11,232
shares
|
$732,888
0.35% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
11,223
shares
|
$732,300
0.48% of portfolio
|
Q3 2024
Reduced 95.37%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,196
shares
|
$730,539
0.18% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
11,180
shares
|
$729,495
0.06% of portfolio
|
Q2 2025
Added 188.52%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
11,145
shares
|
$727,211
0.05% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
11,127
shares
|
$726,036
0.19% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
11,116
shares
|
$725,319
0.3% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
11,044
shares
|
$720,621
0.01% of portfolio
|
Q2 2025
Added 40.29%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
11,025
shares
|
$719,381
0.19% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
10,979
shares
|
$716,379
0.25% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
10,877
shares
|
$709,724
0.16% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
10,855
shares
|
$708,288
0.04% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
10,850
shares
|
$707,962
0.09% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
10,771
shares
|
$702,807
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
10,612
shares
|
$692,433
0.02% of portfolio
|
Q2 2025
Added 39.43%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 08, 2025 Q2 2025 |
10,599
shares
|
$691,584
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
10,561
shares
|
$689,105
0.05% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
10,413
shares
|
$679,448
0.29% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
10,409
shares
|
$679,187
0.04% of portfolio
|
Q2 2025
Reduced 19.38%
|