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 |
|---|---|---|---|---|---|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
213,861
shares
|
$14.6 Million
3.87% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
207,343
shares
|
$14.1 Million
6.67% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
206,124
shares
|
$14 Million
8.23% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
204,709
shares
|
$13.9 Million
1.12% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
199,965
shares
|
$13.6 Million
0.41% of portfolio
|
Q3 2025
Reduced 13.56%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
196,845
shares
|
$13.4 Million
1.08% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
196,008
shares
|
$13.3 Million
4.14% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
194,602
shares
|
$13.3 Million
0.08% of portfolio
|
Q2 2025
Added 26.61%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
193,280
shares
|
$13.2 Million
3.11% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
191,618
shares
|
$13 Million
9.97% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
190,990
shares
|
$13 Million
3.93% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
189,246
shares
|
$12.9 Million
1.5% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
188,978
shares
|
$12.9 Million
0.53% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
186,622
shares
|
$12.7 Million
1.5% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
184,637
shares
|
$12.6 Million
0.6% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
183,808
shares
|
$12.5 Million
2.23% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
183,805
shares
|
$12.5 Million
2.05% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
183,713
shares
|
$12.5 Million
0.24% of portfolio
|
Q1 2024
Added 8.76%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
182,963
shares
|
$12.5 Million
0.94% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
178,849
shares
|
$12.2 Million
1.02% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
178,271
shares
|
$12.1 Million
0.06% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
177,203
shares
|
$12.1 Million
3.54% of portfolio
|
Q3 2025
Added 384.11%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
174,629
shares
|
$11.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 49.83%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
173,725
shares
|
$11.8 Million
3.51% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
173,364
shares
|
$11.8 Million
1.54% of portfolio
|
Q2 2025
Added 3.29%
|