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 |
|---|---|---|---|---|---|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
175,295
shares
|
$12 Million
1.98% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
174,276
shares
|
$11.9 Million
1.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
172,838
shares
|
$11.8 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
171,176
shares
|
$11.7 Million
3.61% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
170,597
shares
|
$11.7 Million
0.55% of portfolio
|
Q3 2025
Added 77.87%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
169,068
shares
|
$11.6 Million
5.96% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
168,271
shares
|
$11.5 Million
2.02% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
167,764
shares
|
$11.5 Million
0.1% of portfolio
|
Q3 2025
Added 30.52%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
166,900
shares
|
$11.4 Million
1.51% of portfolio
|
Q3 2023
Added 1.94%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
166,186
shares
|
$11.4 Million
2.62% of portfolio
|
Q3 2025
Reduced 30.8%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
165,924
shares
|
$11.4 Million
0.2% of portfolio
|
Q3 2025
Added 21.05%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
165,518
shares
|
$11.3 Million
0.98% of portfolio
|
Q3 2025
Reduced 41.34%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Nov 24, 2025 Q3 2025 |
165,013
shares
|
$11.3 Million
9.33% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
164,680
shares
|
$11.3 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
163,718
shares
|
$11.2 Million
0.98% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Sterling Manor Financial, LLC
|
Jan 07, 2026 Q4 2025 |
161,939
shares
|
$11.1 Million
8.44% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
161,911
shares
|
$11.1 Million
1.52% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
160,603
shares
|
$11 Million
0.44% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
160,334
shares
|
$11 Million
0.15% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
159,498
shares
|
$10.9 Million
2.08% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
158,985
shares
|
$10.9 Million
6.27% of portfolio
|
Q3 2025
Reduced 44.13%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
158,713
shares
|
$10.9 Million
3.37% of portfolio
|
Q3 2025
Reduced 25.79%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
157,409
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2025
Added 32.37%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
157,259
shares
|
$10.8 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
156,560
shares
|
$10.7 Million
3.13% of portfolio
|
Q3 2023
Reduced 8.26%
|
|