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 $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 28, 2026 Q4 2025 |
4,552
shares
|
$311,493
0.04% of portfolio
|
Q4 2025
Added 3.97%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
4,549
shares
|
$311,288
0.03% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,547
shares
|
$311,151
0.03% of portfolio
|
Q2 2025
Reduced 20.84%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
4,533
shares
|
$310,193
0.0% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
4,521
shares
|
$309,372
0.05% of portfolio
|
Q3 2025
Added 2171.86%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
4,516
shares
|
$309,029
0.07% of portfolio
|
Q4 2025
Added 1.69%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
4,500
shares
|
$307,935
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
4,500
shares
|
$307,935
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Jan 22, 2026 Q4 2025 |
4,500
shares
|
$307,935
0.07% of portfolio
|
Q4 2022
Reduced 4.26%
|
|
|
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%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
4,379
shares
|
$299,654
0.07% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
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%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Jan 28, 2026 Q4 2025 |
4,347
shares
|
$297,465
0.02% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
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
|
|
|
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%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Jan 29, 2026 Q4 2025 |
4,299
shares
|
$294,180
0.24% of portfolio
|
Q4 2025
Added 0.96%
|
|
|
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%
|
|
|
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
|
|
|
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
|
Jan 29, 2026 Q4 2025 |
4,200
shares
|
$287,406
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Jan 27, 2026 Q4 2025 |
4,166
shares
|
$285,079
0.06% of portfolio
|
Q4 2025
Added 0.41%
|
|