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 1,337 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 $21.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
4,475
shares
|
$306,224
0.0% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
4,469
shares
|
$305,813
0.07% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,468
shares
|
$305,745
0.0% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
4,386
shares
|
$300,133
0.05% of portfolio
|
Q2 2025
Added 57.77%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
4,379
shares
|
$299,654
0.07% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
4,378
shares
|
$299,586
0.04% of portfolio
|
Q3 2025
Reduced 93.72%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
4,353
shares
|
$297,875
0.1% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,345
shares
|
$297,328
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
4,334
shares
|
$296,575
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
4,329
shares
|
$296,233
0.02% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
4,325
shares
|
$295,959
0.1% of portfolio
|
Q4 2022
Reduced 37.09%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,317
shares
|
$295,412
0.07% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
4,300
shares
|
$294,249
0.1% of portfolio
|
Q3 2025
Reduced 41.1%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
4,270
shares
|
$292,196
0.08% of portfolio
|
Q3 2025
Added 35.43%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
4,263
shares
|
$291,717
0.01% of portfolio
|
Q3 2025
Added 15.84%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
4,258
shares
|
$291,374
0.23% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
4,249
shares
|
$290,759
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
4,242
shares
|
$290,280
0.01% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
4,241
shares
|
$290,211
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
4,200
shares
|
$287,406
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
4,149
shares
|
$283,916
0.06% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,130
shares
|
$282,615
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
4,125
shares
|
$282,273
0.02% of portfolio
|
Q4 2025
Reduced 20.14%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
4,123
shares
|
$282,136
0.01% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,080
shares
|
$279,194
0.01% of portfolio
|
Q3 2025
Added 5.1%
|
|