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 1,282 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $19.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
219,291
shares
|
$14.3 Million
2.7% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
215,993
shares
|
$14.1 Million
4.76% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
215,253
shares
|
$14 Million
0.36% of portfolio
|
Q2 2025
Added 50.81%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
214,308
shares
|
$14 Million
0.8% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
213,861
shares
|
$14 Million
3.87% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
207,343
shares
|
$13.5 Million
6.67% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
206,586
shares
|
$13.5 Million
1.68% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
205,834
shares
|
$13.4 Million
9.97% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
204,709
shares
|
$13.4 Million
1.12% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
195,249
shares
|
$12.7 Million
4.13% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
195,200
shares
|
$12.7 Million
1.09% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
194,602
shares
|
$12.7 Million
0.08% of portfolio
|
Q2 2025
Added 26.61%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
193,449
shares
|
$12.6 Million
6.38% of portfolio
|
Q3 2024
Added 31.08%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
193,280
shares
|
$12.6 Million
3.11% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
190,330
shares
|
$12.4 Million
9.7% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
188,978
shares
|
$12.3 Million
0.53% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
188,560
shares
|
$12.3 Million
3.83% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
186,622
shares
|
$12.2 Million
1.5% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
184,637
shares
|
$12 Million
0.6% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
183,935
shares
|
$12 Million
9.62% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
183,808
shares
|
$12 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 Million
2.05% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
183,713
shares
|
$12 Million
0.24% of portfolio
|
Q1 2024
Added 8.76%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
182,963
shares
|
$11.9 Million
0.94% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
178,849
shares
|
$11.7 Million
1.02% of portfolio
|
Q2 2025
Added 2.42%
|