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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
206,124
shares
|
$14.1 Million
8.23% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
199,965
shares
|
$13.7 Million
0.41% of portfolio
|
Q3 2025
Reduced 13.56%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
196,845
shares
|
$13.5 Million
1.08% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
196,008
shares
|
$13.4 Million
4.14% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
191,618
shares
|
$13.1 Million
9.97% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
190,990
shares
|
$13.1 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
|
$13 Million
1.5% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
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%
|
|
|
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%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
182,249
shares
|
$12.5 Million
1.08% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
181,905
shares
|
$12.4 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
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%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
177,203
shares
|
$12.1 Million
3.54% of portfolio
|
Q3 2025
Added 384.11%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
175,828
shares
|
$12 Million
3.46% of portfolio
|
Q3 2025
Added 1.21%
|
|