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 1,325 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $21.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
285,905
shares
|
$19.6 Million
0.12% of portfolio
|
Q3 2025
Added 10.57%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
285,278
shares
|
$19.5 Million
1.41% of portfolio
|
Q3 2025
Reduced 15.99%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
279,292
shares
|
$19.1 Million
1.49% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
278,475
shares
|
$19.1 Million
4.39% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
278,439
shares
|
$19.1 Million
0.47% of portfolio
|
Q2 2025
Added 51.77%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
270,466
shares
|
$18.5 Million
0.33% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
269,918
shares
|
$18.5 Million
5.97% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
265,725
shares
|
$18.2 Million
0.33% of portfolio
|
Q3 2022
Added 110.5%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Nov 06, 2025 Q3 2025 |
261,986
shares
|
$17.9 Million
11.86% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
259,474
shares
|
$17.8 Million
7.11% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
254,232
shares
|
$17.4 Million
0.79% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
244,800
shares
|
$16.8 Million
0.96% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
242,323
shares
|
$16.6 Million
2.23% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
240,089
shares
|
$16.4 Million
4.98% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
238,793
shares
|
$16.3 Million
0.39% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
235,901
shares
|
$16.1 Million
7.87% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
235,879
shares
|
$16.1 Million
7.32% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
234,822
shares
|
$16.1 Million
2.78% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
234,414
shares
|
$16 Million
0.38% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
232,430
shares
|
$15.9 Million
2.68% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
228,737
shares
|
$15.7 Million
7.41% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
227,039
shares
|
$15.5 Million
0.03% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
226,440
shares
|
$15.5 Million
2.11% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
222,820
shares
|
$15.2 Million
4.59% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
220,488
shares
|
$15.1 Million
0.18% of portfolio
|
Q3 2025
Reduced 25.94%
|
|