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 1,247 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
5,706
shares
|
$370,376
0.18% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
5,703
shares
|
$370,181
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
5,671
shares
|
$368,104
0.19% of portfolio
|
Q1 2024
Reduced 9.71%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,644
shares
|
$366,352
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,565
shares
|
$361,224
0.12% of portfolio
|
Q1 2024
Added 3.17%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
5,545
shares
|
$359,925
0.06% of portfolio
|
Q4 2024
Reduced 17.96%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
5,523
shares
|
$358,497
0.1% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
5,508
shares
|
$357,524
0.04% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,484
shares
|
$355,966
0.0% of portfolio
|
Q4 2023
Reduced 9.49%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
5,480
shares
|
$355,706
0.07% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Eastover Investment Advisors LLC
|
Apr 07, 2025 Q1 2025 |
5,428
shares
|
$352,331
0.16% of portfolio
|
Q1 2025
Reduced 40.5%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
5,413
shares
|
$351,357
0.45% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
5,410
shares
|
$351,163
0.19% of portfolio
|
Q3 2024
Reduced 93.02%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
5,406
shares
|
$350,903
0.25% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
5,400
shares
|
$350,514
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
5,392
shares
|
$349,994
0.12% of portfolio
|
Q2 2024
Added 1.62%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
5,348
shares
|
$347,138
0.01% of portfolio
|
Q2 2025
Reduced 31.04%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
5,305
shares
|
$344,347
0.05% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
5,297
shares
|
$343,828
0.17% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,291
shares
|
$343,438
0.0% of portfolio
|
Q2 2023
Reduced 26.09%
|
|
|
Pacific Wealth Management
|
May 05, 2025 Q1 2025 |
5,280
shares
|
$342,724
0.18% of portfolio
|
Q4 2024
Reduced 45.33%
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
5,272
shares
|
$342,205
0.15% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
5,269
shares
|
$342,010
0.05% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
5,260
shares
|
$341,426
0.06% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
5,258
shares
|
$341,296
0.05% of portfolio
|
Q1 2025
Added 0.02%
|