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 $21.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
226,932
shares
|
$15.5 Million
7.21% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
224,760
shares
|
$15.4 Million
2.48% of portfolio
|
Q4 2025
Reduced 4.28%
|
|
|
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%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
220,390
shares
|
$15.1 Million
0.81% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
219,370
shares
|
$15 Million
3.12% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
218,467
shares
|
$14.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
218,325
shares
|
$14.9 Million
3.9% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
213,452
shares
|
$14.6 Million
0.07% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
212,601
shares
|
$14.5 Million
1.09% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
211,625
shares
|
$14.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 17.13%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
208,104
shares
|
$14.2 Million
2.1% of portfolio
|
Q3 2025
Added 36.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
203,514
shares
|
$13.9 Million
0.47% of portfolio
|
Q4 2025
Added 1.77%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
199,048
shares
|
$13.6 Million
1.1% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jan 23, 2026 Q4 2025 |
196,277
shares
|
$13.4 Million
9.59% of portfolio
|
Q4 2025
Added 2.43%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
194,397
shares
|
$13.3 Million
2.33% of portfolio
|
Q4 2025
Added 15.53%
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
193,641
shares
|
$13.3 Million
3.98% of portfolio
|
Q4 2025
Added 1.39%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jan 15, 2026 Q4 2025 |
193,627
shares
|
$13.2 Million
8.96% of portfolio
|
Q4 2025
Added 17.34%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 20, 2026 Q4 2025 |
189,191
shares
|
$12.9 Million
1.52% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
188,840
shares
|
$12.9 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
186,594
shares
|
$12.8 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
186,447
shares
|
$12.8 Million
0.57% of portfolio
|
Q4 2025
Added 2.5%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
183,713
shares
|
$12.6 Million
0.24% of portfolio
|
Q1 2024
Added 8.76%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
183,050
shares
|
$12.5 Million
2.02% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
181,614
shares
|
$12.4 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
179,480
shares
|
$12.3 Million
0.06% of portfolio
|
Q3 2025
Added 0.68%
|
|