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 1,328 institutions that hold shares in the stock, with a total of 311 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 |
|---|---|---|---|---|---|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
103,935
shares
|
$7.11 Million
3.09% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
102,185
shares
|
$6.99 Million
1.5% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
101,139
shares
|
$6.92 Million
0.38% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
101,109
shares
|
$6.92 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
100,113
shares
|
$6.85 Million
0.34% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
98,988
shares
|
$6.77 Million
0.4% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
98,734
shares
|
$6.76 Million
0.34% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
97,600
shares
|
$6.68 Million
0.01% of portfolio
|
Q3 2025
Added 502.47%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
97,006
shares
|
$6.64 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
96,662
shares
|
$6.61 Million
0.02% of portfolio
|
Q3 2025
Added 22.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
96,389
shares
|
$6.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
95,908
shares
|
$6.56 Million
0.06% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
94,412
shares
|
$6.46 Million
0.01% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
94,087
shares
|
$6.44 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
93,527
shares
|
$6.4 Million
0.8% of portfolio
|
Q3 2025
Reduced 24.19%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
93,346
shares
|
$6.39 Million
0.39% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
92,470
shares
|
$6.33 Million
3.32% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
91,649
shares
|
$6.27 Million
0.53% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
91,585
shares
|
$6.27 Million
0.6% of portfolio
|
Q3 2022
Added 8.64%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
91,579
shares
|
$6.27 Million
0.17% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
90,055
shares
|
$6.16 Million
0.1% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
89,605
shares
|
$6.13 Million
0.71% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
89,466
shares
|
$6.12 Million
0.13% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
89,396
shares
|
$6.12 Million
0.21% of portfolio
|
Q3 2025
Added 119.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
88,198
shares
|
$6.04 Million
0.15% of portfolio
|
Q3 2025
Added 5.92%
|
|