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 |
|---|---|---|---|---|---|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
514,500
shares
|
$33.6 Million
0.76% of portfolio
|
Q2 2025
Added 126.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
512,290
shares
|
$33.4 Million
0.37% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
509,195
shares
|
$33.2 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
504,449
shares
|
$32.9 Million
2.85% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
498,427
shares
|
$32.5 Million
9.14% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
474,869
shares
|
$31 Million
4.33% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
468,966
shares
|
$30.6 Million
3.69% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
456,285
shares
|
$29.8 Million
2.31% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
443,465
shares
|
$28.9 Million
2.18% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
437,960
shares
|
$28.6 Million
10.18% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
435,643
shares
|
$28.4 Million
6.57% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
Altus Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
427,854
shares
|
$27.9 Million
13.1% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
419,637
shares
|
$27.4 Million
1.01% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
414,793
shares
|
$27.1 Million
0.23% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
414,052
shares
|
$27 Million
8.73% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
403,764
shares
|
$26.3 Million
3.03% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
403,000
shares
|
$26.3 Million
0.86% of portfolio
|
Q2 2025
Added 61.61%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
402,701
shares
|
$26.3 Million
0.02% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
401,987
shares
|
$26.2 Million
0.14% of portfolio
|
Q2 2025
Added 31.09%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
375,087
shares
|
$24.5 Million
3.95% of portfolio
|
Q4 2022
Added 8.93%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
375,087
shares
|
$24.5 Million
3.94% of portfolio
|
Q4 2022
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
370,607
shares
|
$24.2 Million
0.13% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
369,817
shares
|
$24.1 Million
11.11% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
369,708
shares
|
$24.1 Million
8.51% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
363,065
shares
|
$23.7 Million
11.02% of portfolio
|
Q2 2025
Added 3.58%
|