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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,288
shares
|
$87,699
0.01% of portfolio
|
Q4 2023
Added 1.5%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,281
shares
|
$87,223
0.01% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,217
shares
|
$82,865
0.03% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
1,217
shares
|
$82,865
0.05% of portfolio
|
Q2 2025
Added 127.48%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,205
shares
|
$82,048
0.01% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,204
shares
|
$81,980
0.0% of portfolio
|
Q2 2025
Added 114.62%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
1,190
shares
|
$81,027
0.03% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,182
shares
|
$80,482
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
1,167
shares
|
$79,461
0.01% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,134
shares
|
$77,214
0.0% of portfolio
|
Q4 2024
Reduced 42.02%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
1,107
shares
|
$75,375
0.05% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,104
shares
|
$75,171
0.0% of portfolio
|
Q4 2024
Reduced 14.35%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,098
shares
|
$74,762
0.01% of portfolio
|
Q1 2025
Reduced 32.97%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
1,094
shares
|
$74,490
0.03% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,028
shares
|
$69,996
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,008
shares
|
$68,634
0.06% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$68,090
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
996
shares
|
$67,817
0.0% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
983
shares
|
$66,932
0.05% of portfolio
|
Q2 2025
Reduced 44.62%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
976
shares
|
$66,455
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
974
shares
|
$66,319
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
948
shares
|
$64,549
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
936
shares
|
$63,732
0.0% of portfolio
|
Q4 2021
Added 57.31%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
904
shares
|
$61,553
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
896
shares
|
$61,008
0.01% of portfolio
|
Q3 2024
Reduced 2.82%
|