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 1,239 institutions that hold shares in the stock, with a total of 294 Million shares, which have been reported (via 13F filing form) to have a value of $18.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
762,749
shares
|
$47.5 Million
5.01% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
709,791
shares
|
$44.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
691,488
shares
|
$43.1 Million
4.52% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
685,791
shares
|
$42.7 Million
0.26% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
664,277
shares
|
$41.4 Million
5.58% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
660,103
shares
|
$41.1 Million
0.37% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
655,286
shares
|
$40.8 Million
0.09% of portfolio
|
Q3 2023
Reduced 10.76%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
644,892
shares
|
$40.2 Million
9.11% of portfolio
|
Q1 2025
Added 59.4%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
635,152
shares
|
$39.5 Million
10.6% of portfolio
|
Q1 2025
Reduced 54.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
622,905
shares
|
$38.8 Million
0.08% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
612,026
shares
|
$38.1 Million
10.59% of portfolio
|
Q1 2025
Reduced 31.59%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
598,147
shares
|
$37.2 Million
0.57% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
597,796
shares
|
$37.2 Million
9.66% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
585,191
shares
|
$36.4 Million
10.94% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
578,709
shares
|
$36 Million
11.48% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
559,326
shares
|
$34.8 Million
0.15% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
555,757
shares
|
$34.6 Million
7.51% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
545,970
shares
|
$34 Million
6.5% of portfolio
|
Q4 2022
Reduced 3.75%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
543,821
shares
|
$33.9 Million
5.08% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
538,354
shares
|
$33.5 Million
0.94% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
530,284
shares
|
$33 Million
0.77% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
528,804
shares
|
$32.9 Million
0.09% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
524,080
shares
|
$32.6 Million
1.03% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
518,465
shares
|
$32.3 Million
0.51% of portfolio
|
Q1 2025
Added 37.51%
|
|
|
Wolff Financial Management LLC
|
Apr 24, 2025 Q1 2025 |
512,017
shares
|
$31.9 Million
8.76% of portfolio
|
Q1 2025
Added 0.61%
|