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 1,342 institutions that hold shares in the stock, with a total of 312 Million shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
5,217
shares
|
$356,999
0.05% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
5,196
shares
|
$355,562
0.01% of portfolio
|
Q3 2025
Reduced 26.65%
|
|
|
Oak Harvest Investment Services
|
Jan 26, 2026 Q4 2025 |
5,186
shares
|
$354,877
0.04% of portfolio
|
Q4 2025
Reduced 1.43%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
5,178
shares
|
$354,330
0.04% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Nov 05, 2025 Q3 2025 |
5,166
shares
|
$353,509
0.23% of portfolio
|
Q3 2025
Reduced 71.77%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
5,155
shares
|
$352,756
0.05% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
5,138
shares
|
$351,593
0.24% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
5,120
shares
|
$350,361
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 09, 2026 Q4 2025 |
5,118
shares
|
$350,224
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
5,115
shares
|
$350,019
0.27% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
5,103
shares
|
$349,198
0.01% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
5,098
shares
|
$348,856
0.12% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
5,088
shares
|
$348,171
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Jan 28, 2026 Q4 2025 |
5,030
shares
|
$344,202
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
5,022
shares
|
$343,655
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
5,000
shares
|
$342,150
0.03% of portfolio
|
Q4 2024
Reduced 12.83%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
4,960
shares
|
$339,412
0.24% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
4,935
shares
|
$337,702
0.02% of portfolio
|
Q4 2024
Reduced 16.85%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
4,920
shares
|
$336,675
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Community Trust & Investment CO
|
Jan 09, 2026 Q4 2025 |
4,909
shares
|
$335,922
0.02% of portfolio
|
Q4 2025
Added 2.44%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
4,909
shares
|
$335,922
0.08% of portfolio
|
Q3 2025
Reduced 18.41%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
4,885
shares
|
$334,280
0.08% of portfolio
|
Q3 2025
Reduced 60.14%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
4,876
shares
|
$333,664
0.16% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,874
shares
|
$333,527
0.06% of portfolio
|
Q1 2024
Added 712.33%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
4,870
shares
|
$333,254
0.04% of portfolio
|
Q3 2025
Added 19.19%
|
|