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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
3,561
shares
|
$242,468
0.04% of portfolio
|
Q3 2025
Reduced 21.3%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
3,560
shares
|
$242,400
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,546
shares
|
$241,447
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,542
shares
|
$241,174
0.0% of portfolio
|
Q4 2024
Reduced 39.28%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
3,536
shares
|
$240,766
0.04% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
3,528
shares
|
$240,221
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
3,520
shares
|
$239,676
0.05% of portfolio
|
Q3 2025
Reduced 27.85%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
3,519
shares
|
$239,608
0.0% of portfolio
|
Q2 2025
Added 306.35%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
3,512
shares
|
$239,132
0.05% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,508
shares
|
$238,859
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
3,460
shares
|
$235,591
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 28, 2025 Q3 2025 |
3,449
shares
|
$234,842
1.97% of portfolio
|
Q3 2025
Reduced 18.98%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
3,423
shares
|
$233,072
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
3,420
shares
|
$232,867
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
3,404
shares
|
$231,778
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,400
shares
|
$231,506
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
3,400
shares
|
$231,506
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
3,378
shares
|
$230,008
0.0% of portfolio
|
Q2 2025
Reduced 56.94%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
3,355
shares
|
$228,441
0.01% of portfolio
|
Q3 2023
Reduced 3.29%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,351
shares
|
$228,169
0.03% of portfolio
|
Q3 2025
Reduced 19.16%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
3,350
shares
|
$228,101
0.08% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
3,340
shares
|
$227,420
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
3,307
shares
|
$225,173
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
3,302
shares
|
$224,833
0.04% of portfolio
|
Q2 2025
Added 17.93%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
3,300
shares
|
$224,697
0.01% of portfolio
|
Q3 2024
New holding
|