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 1,302 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 $20.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
3,899
shares
|
$265,482
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
3,878
shares
|
$264,053
0.05% of portfolio
|
Q3 2025
Reduced 53.45%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
3,874
shares
|
$263,780
0.05% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
3,873
shares
|
$263,712
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
3,869
shares
|
$263,440
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
3,862
shares
|
$262,963
0.15% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
3,854
shares
|
$262,418
0.11% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,845
shares
|
$261,806
0.01% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,804
shares
|
$259,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
3,769
shares
|
$256,631
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
3,767
shares
|
$256,495
0.04% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
3,762
shares
|
$256,154
0.01% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,758
shares
|
$255,882
0.01% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
3,714
shares
|
$252,886
0.05% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,693
shares
|
$251,456
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
3,689
shares
|
$251,184
0.12% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
3,680
shares
|
$250,571
0.0% of portfolio
|
Q2 2025
Added 12.81%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
3,674
shares
|
$250,162
0.03% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
3,650
shares
|
$248,528
0.03% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
3,634
shares
|
$247,439
0.04% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
3,631
shares
|
$247,234
0.16% of portfolio
|
Q2 2025
Reduced 21.41%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
3,629
shares
|
$247,098
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,599
shares
|
$245,055
0.01% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
3,571
shares
|
$243,149
0.1% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
3,571
shares
|
$243,149
0.0% of portfolio
|
Q1 2025
New holding
|