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 1,338 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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Jan 27, 2026 Q4 2025 |
3,047
shares
|
$208,506
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
3,044
shares
|
$208,300
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jan 26, 2026 Q4 2025 |
3,041
shares
|
$208,095
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3,001
shares
|
$205,358
0.01% of portfolio
|
Q1 2025
Reduced 22.43%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$205,290
0.0% of portfolio
|
Q1 2025
Reduced 83.0%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
2,998
shares
|
$205,153
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
2,998
shares
|
$205,153
0.03% of portfolio
|
Q3 2025
Reduced 15.21%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jan 27, 2026 Q4 2025 |
2,983
shares
|
$204,126
1.99% of portfolio
|
Q4 2025
Reduced 13.51%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
2,951
shares
|
$201,936
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2,941
shares
|
$201,252
0.0% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
2,938
shares
|
$201,047
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
2,936
shares
|
$200,910
0.01% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
2,742
shares
|
$187,635
0.6% of portfolio
|
Q3 2025
Reduced 43.15%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 26, 2026 Q4 2025 |
2,733
shares
|
$187,019
0.01% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
2,729
shares
|
$186,745
0.09% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,721
shares
|
$186,198
0.06% of portfolio
|
Q4 2024
Reduced 18.24%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,694
shares
|
$184,350
0.03% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,610
shares
|
$178,602
0.01% of portfolio
|
Q4 2022
Added 0.66%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
2,608
shares
|
$178,465
0.0% of portfolio
|
Q4 2025
Reduced 6.46%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
2,600
shares
|
$177,918
0.06% of portfolio
|
Q2 2023
Reduced 3.7%
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
2,566
shares
|
$175,591
0.03% of portfolio
|
Q4 2025
Added 9.66%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,449
shares
|
$167,585
0.01% of portfolio
|
Q2 2025
Added 394.75%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,333
shares
|
$159,647
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
2,290
shares
|
$156,704
0.01% of portfolio
|
Q4 2023
Reduced 93.97%
|
|
|
First Horizon Corp
Memphis, TN |
Jan 27, 2026 Q4 2025 |
2,283
shares
|
$156,225
0.01% of portfolio
|
Q3 2025
Added 1354.14%
|
|