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 1,298 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 $20.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
265,725
shares
|
$18.1 Million
0.33% of portfolio
|
Q3 2022
Added 110.5%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
261,003
shares
|
$17.8 Million
1.4% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
259,474
shares
|
$17.7 Million
7.11% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
258,565
shares
|
$17.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
255,380
shares
|
$17.4 Million
0.07% of portfolio
|
Q2 2025
Added 58.55%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
244,963
shares
|
$16.7 Million
0.31% of portfolio
|
Q2 2025
Added 28.91%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
244,800
shares
|
$16.7 Million
0.96% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
242,323
shares
|
$16.5 Million
2.23% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
241,521
shares
|
$16.4 Million
12.1% of portfolio
|
Q2 2025
Added 30.12%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
240,213
shares
|
$16.4 Million
2.95% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
240,089
shares
|
$16.3 Million
4.98% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
238,943
shares
|
$16.3 Million
0.78% of portfolio
|
Q2 2025
Added 19.17%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
238,806
shares
|
$16.3 Million
7.8% of portfolio
|
Q2 2025
Added 19.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
236,078
shares
|
$16.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
235,879
shares
|
$16.1 Million
7.32% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
234,414
shares
|
$16 Million
0.38% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
228,737
shares
|
$15.6 Million
7.41% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
228,539
shares
|
$15.6 Million
2.65% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
228,141
shares
|
$15.5 Million
0.39% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
226,440
shares
|
$15.4 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%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
221,299
shares
|
$15.1 Million
0.03% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
219,370
shares
|
$14.9 Million
3.12% of portfolio
|
Q3 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
219,291
shares
|
$14.9 Million
2.7% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
214,308
shares
|
$14.6 Million
0.8% of portfolio
|
Q2 2025
Added 8.57%
|