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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,543
shares
|
$309,332
0.01% of portfolio
|
Q3 2025
Reduced 30.27%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
4,534
shares
|
$308,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
4,528
shares
|
$308,311
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
4,507
shares
|
$306,881
0.0% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
4,506
shares
|
$306,813
0.25% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
4,500
shares
|
$306,405
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
4,500
shares
|
$306,405
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
4,500
shares
|
$306,405
0.08% of portfolio
|
Q4 2022
Reduced 4.26%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,471
shares
|
$304,430
0.01% of portfolio
|
Q1 2025
Reduced 19.66%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
4,469
shares
|
$304,294
0.07% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
4,441
shares
|
$302,387
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
4,435
shares
|
$301,979
0.01% of portfolio
|
Q2 2025
Reduced 25.95%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,430
shares
|
$301,638
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
4,386
shares
|
$298,642
0.05% of portfolio
|
Q2 2025
Added 57.77%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
4,379
shares
|
$298,166
0.07% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
4,378
shares
|
$298,098
0.04% of portfolio
|
Q3 2025
Reduced 93.72%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
4,353
shares
|
$296,395
0.1% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,345
shares
|
$295,851
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
4,334
shares
|
$295,102
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
4,325
shares
|
$294,489
0.1% of portfolio
|
Q4 2022
Reduced 37.09%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,317
shares
|
$293,944
0.07% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
4,308
shares
|
$293,331
0.02% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
4,300
shares
|
$292,787
0.1% of portfolio
|
Q3 2025
Reduced 41.1%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
4,266
shares
|
$290,471
0.2% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
4,258
shares
|
$289,927
0.23% of portfolio
|
Q3 2025
Reduced 2.02%
|