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 |
|---|---|---|---|---|---|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
5,285
shares
|
$359,855
0.19% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
5,272
shares
|
$358,970
0.06% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,271
shares
|
$358,902
0.06% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
5,271
shares
|
$358,902
0.07% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
5,261
shares
|
$358,221
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
5,244
shares
|
$357,063
0.05% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
5,178
shares
|
$352,570
0.04% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
5,150
shares
|
$350,663
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
5,138
shares
|
$349,846
0.24% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
5,120
shares
|
$348,620
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
5,118
shares
|
$348,484
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
5,103
shares
|
$347,463
0.01% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
5,088
shares
|
$346,441
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
5,074
shares
|
$345,488
0.01% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,050
shares
|
$343,854
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Aug 12, 2025 Q2 2025 |
5,022
shares
|
$341,947
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
5,000
shares
|
$340,450
0.02% of portfolio
|
Q4 2024
Reduced 12.83%
|
|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
4,981
shares
|
$339,156
0.13% of portfolio
|
Q2 2025
Added 22.2%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
4,954
shares
|
$337,317
0.25% of portfolio
|
Q2 2025
Added 26.18%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
4,935
shares
|
$336,024
0.02% of portfolio
|
Q4 2024
Reduced 16.85%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,934
shares
|
$335,956
0.1% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
4,920
shares
|
$335,002
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
4,906
shares
|
$334,049
0.12% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,877
shares
|
$332,074
0.03% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
4,876
shares
|
$332,006
0.16% of portfolio
|
Q2 2025
Reduced 14.02%
|