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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
507,236
shares
|
$31.6 Million
0.79% of portfolio
|
Q1 2025
Added 473952.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
497,787
shares
|
$31 Million
0.38% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
496,391
shares
|
$30.9 Million
2.93% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
478,563
shares
|
$29.8 Million
9.85% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
453,441
shares
|
$28.2 Million
10.63% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
445,984
shares
|
$27.8 Million
3.64% of portfolio
|
Q1 2025
Added 59.32%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
435,643
shares
|
$27.1 Million
6.57% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
426,660
shares
|
$26.6 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Altus Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
424,255
shares
|
$26.4 Million
12.31% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
419,637
shares
|
$26.1 Million
1.01% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
418,505
shares
|
$26.1 Million
8.94% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
418,063
shares
|
$26 Million
0.07% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
414,885
shares
|
$25.8 Million
2.21% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
411,169
shares
|
$25.6 Million
3.25% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
394,539
shares
|
$24.6 Million
2.09% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
388,959
shares
|
$24.2 Million
0.24% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
375,087
shares
|
$23.4 Million
3.95% of portfolio
|
Q4 2022
Added 8.93%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
375,087
shares
|
$23.4 Million
3.94% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
373,474
shares
|
$23.3 Million
0.02% of portfolio
|
Q1 2025
Added 64.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
371,177
shares
|
$23.1 Million
0.29% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
364,715
shares
|
$22.7 Million
0.14% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
362,074
shares
|
$22.5 Million
10.97% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
361,780
shares
|
$22.5 Million
8.74% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
356,460
shares
|
$22.2 Million
11.17% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
355,403
shares
|
$22.1 Million
9.12% of portfolio
|
Q1 2025
Added 1.76%
|