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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
152,321
shares
|
$10.4 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
151,554
shares
|
$10.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
150,683
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.29%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
147,778
shares
|
$10.1 Million
2.7% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
147,214
shares
|
$10 Million
4.06% of portfolio
|
Q4 2022
Reduced 0.55%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
147,201
shares
|
$10 Million
1.04% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
143,024
shares
|
$9.74 Million
0.07% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
142,821
shares
|
$9.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
140,556
shares
|
$9.57 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
140,034
shares
|
$9.53 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
137,746
shares
|
$9.38 Million
0.59% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
137,072
shares
|
$9.33 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
133,335
shares
|
$9.08 Million
0.4% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
133,154
shares
|
$9.07 Million
1.35% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
133,013
shares
|
$9.06 Million
0.63% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
132,462
shares
|
$9.02 Million
0.18% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
132,452
shares
|
$9.02 Million
0.14% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
130,437
shares
|
$8.88 Million
0.14% of portfolio
|
Q2 2025
Added 15.16%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
130,104
shares
|
$8.86 Million
0.12% of portfolio
|
Q3 2025
Added 14.83%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
129,634
shares
|
$8.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
128,798
shares
|
$8.77 Million
1.28% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
128,532
shares
|
$8.75 Million
0.08% of portfolio
|
Q2 2025
Added 427.01%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
127,836
shares
|
$8.7 Million
0.07% of portfolio
|
Q2 2025
Added 14.6%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
126,563
shares
|
$8.62 Million
4.21% of portfolio
|
Q2 2025
Reduced 20.71%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
126,390
shares
|
$8.61 Million
2.36% of portfolio
|
Q2 2022
Added 9.73%
|