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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,276
shares
|
$639,783
0.04% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
10,262
shares
|
$638,912
0.06% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
10,247
shares
|
$637,978
0.11% of portfolio
|
Q4 2021
Added 141.28%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
10,176
shares
|
$633,557
0.13% of portfolio
|
Q4 2022
Added 3.79%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
10,165
shares
|
$632,872
0.07% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Apr 16, 2025 Q1 2025 |
10,153
shares
|
$632,125
0.07% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,107
shares
|
$629,261
0.12% of portfolio
|
Q1 2025
Added 18.31%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
10,098
shares
|
$628,701
0.61% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
10,070
shares
|
$626,958
0.06% of portfolio
|
Q1 2025
Added 161.63%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10,059
shares
|
$626,273
0.12% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
10,022
shares
|
$623,969
0.43% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
9,987
shares
|
$621,790
0.48% of portfolio
|
Q1 2025
Added 45.71%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
9,979
shares
|
$621,292
0.03% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,972
shares
|
$620,856
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
9,962
shares
|
$620,234
0.09% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
9,876
shares
|
$614,879
0.09% of portfolio
|
Q1 2025
Reduced 33.12%
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
9,757
shares
|
$607,470
0.31% of portfolio
|
Q1 2025
Added 78.96%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
9,756
shares
|
$607,408
0.05% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Lincoln Capital LLC
|
May 13, 2025 Q1 2025 |
9,738
shares
|
$606,287
0.12% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
9,697
shares
|
$603,735
0.38% of portfolio
|
Q2 2023
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
9,677
shares
|
$602,490
0.03% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
9,670
shares
|
$602,054
0.04% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
9,623
shares
|
$599,127
0.12% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
9,500
shares
|
$591,470
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
9,499
shares
|
$591,407
0.01% of portfolio
|
Q1 2025
Added 4.42%
|