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 1,322 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $21.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
875,217
shares
|
$59.9 Million
0.61% of portfolio
|
Q3 2025
Reduced 14.51%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
827,054
shares
|
$56.6 Million
5.08% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
824,026
shares
|
$56.4 Million
5.23% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
800,996
shares
|
$54.8 Million
0.27% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
778,328
shares
|
$53.3 Million
4.67% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
753,440
shares
|
$51.6 Million
1.54% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
720,766
shares
|
$49.3 Million
0.19% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
703,482
shares
|
$48.1 Million
0.95% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
678,451
shares
|
$46.4 Million
9.49% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
676,774
shares
|
$46.3 Million
4.29% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
667,130
shares
|
$45.7 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
657,914
shares
|
$45 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
655,286
shares
|
$44.8 Million
0.09% of portfolio
|
Q3 2023
Reduced 10.76%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
632,534
shares
|
$43.3 Million
9.7% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
628,850
shares
|
$43 Million
8.37% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
621,520
shares
|
$42.5 Million
4.81% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
610,197
shares
|
$41.8 Million
6.61% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
607,986
shares
|
$41.6 Million
8.98% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
594,516
shares
|
$40.7 Million
7.38% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
591,075
shares
|
$40.4 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
581,909
shares
|
$39.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
578,709
shares
|
$39.6 Million
11.48% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
558,300
shares
|
$38.2 Million
0.82% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
545,970
shares
|
$37.4 Million
6.5% of portfolio
|
Q4 2022
Reduced 3.75%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
537,352
shares
|
$36.8 Million
8.75% of portfolio
|
Q3 2025
Added 2.93%
|
|