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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Jan 26, 2026 Q4 2025 |
984
shares
|
$67,335
0.0% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
978
shares
|
$66,924
0.05% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
978
shares
|
$66,924
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
977
shares
|
$66,856
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
974
shares
|
$66,650
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
948
shares
|
$64,871
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
936
shares
|
$64,050
0.0% of portfolio
|
Q4 2021
Added 57.31%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
904
shares
|
$61,860
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
896
shares
|
$61,313
0.01% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
889
shares
|
$60,834
0.0% of portfolio
|
Q2 2025
Added 209.76%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
886
shares
|
$60,628
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Jan 29, 2026 Q4 2025 |
885
shares
|
$60,560
0.02% of portfolio
|
Q4 2025
Added 47.5%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
872
shares
|
$59,670
0.07% of portfolio
|
Q3 2022
Added 18.48%
|
|
|
Newton One Investments LLC
|
Jan 22, 2026 Q4 2025 |
862
shares
|
$58,986
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
854
shares
|
$58,439
0.0% of portfolio
|
Q3 2025
Reduced 75.89%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
850
shares
|
$58,165
0.01% of portfolio
|
Q4 2023
Added 240.0%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jan 27, 2026 Q4 2025 |
820
shares
|
$56,112
0.04% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
816
shares
|
$55,838
0.01% of portfolio
|
Q3 2025
Added 294.2%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
800
shares
|
$54,744
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
789
shares
|
$53,991
0.02% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
771
shares
|
$52,759
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
771
shares
|
$52,759
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
760
shares
|
$52,006
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jan 26, 2026 Q4 2025 |
756
shares
|
$51,733
0.0% of portfolio
|
Q2 2023
Reduced 2.58%
|
|
|
Phillips Financial Management, LLC
|
Jan 26, 2026 Q4 2025 |
751
shares
|
$51,390
0.0% of portfolio
|
Q3 2024
Reduced 40.02%
|
|