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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
152,183
shares
|
$9.93 Million
1.22% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
151,554
shares
|
$9.89 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
150,683
shares
|
$9.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
149,862
shares
|
$9.78 Million
0.45% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
147,778
shares
|
$9.64 Million
2.7% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
147,214
shares
|
$9.61 Million
4.06% of portfolio
|
Q4 2022
Reduced 0.55%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
144,532
shares
|
$9.43 Million
0.51% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
143,024
shares
|
$9.33 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
|
$9.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
142,482
shares
|
$9.3 Million
2.97% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
140,556
shares
|
$9.17 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
137,746
shares
|
$8.99 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
|
$8.94 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
133,154
shares
|
$8.69 Million
1.35% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
133,013
shares
|
$8.68 Million
0.63% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
132,462
shares
|
$8.64 Million
0.18% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
132,452
shares
|
$8.64 Million
0.14% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
129,634
shares
|
$8.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
128,798
shares
|
$8.4 Million
1.28% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
127,836
shares
|
$8.34 Million
0.07% of portfolio
|
Q2 2025
Added 14.6%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
126,563
shares
|
$8.26 Million
4.21% of portfolio
|
Q2 2025
Reduced 20.71%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
126,390
shares
|
$8.25 Million
2.36% of portfolio
|
Q2 2022
Added 9.73%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
124,444
shares
|
$8.12 Million
0.11% of portfolio
|
Q2 2025
Added 13.47%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
123,989
shares
|
$8.09 Million
2.37% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
123,721
shares
|
$8.07 Million
0.08% of portfolio
|
Q1 2025
Added 5.41%
|