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 |
|---|---|---|---|---|---|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
3,154
shares
|
$205,798
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
3,153
shares
|
$205,733
0.07% of portfolio
|
Q2 2025
Added 221.08%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
3,152
shares
|
$205,668
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
3,140
shares
|
$204,885
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
3,129
shares
|
$204,167
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,087
shares
|
$201,426
0.13% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
3,009
shares
|
$196,337
0.01% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3,001
shares
|
$195,815
0.01% of portfolio
|
Q1 2025
Reduced 22.43%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
3,000
shares
|
$195,750
0.0% of portfolio
|
Q1 2025
Reduced 83.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,938
shares
|
$191,704
0.01% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,770
shares
|
$180,742
0.01% of portfolio
|
Q2 2025
Reduced 23.8%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
2,729
shares
|
$178,067
0.09% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,721
shares
|
$177,545
0.06% of portfolio
|
Q4 2024
Reduced 18.24%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,706
shares
|
$176,566
0.05% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,694
shares
|
$175,783
0.03% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,610
shares
|
$170,302
0.01% of portfolio
|
Q4 2022
Added 0.66%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
2,600
shares
|
$169,650
0.06% of portfolio
|
Q2 2023
Reduced 3.7%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,553
shares
|
$166,583
0.05% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
2,550
shares
|
$166,387
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,449
shares
|
$159,797
0.01% of portfolio
|
Q2 2025
Added 394.75%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,449
shares
|
$159,797
0.08% of portfolio
|
Q2 2025
Reduced 64.13%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2,427
shares
|
$158,361
0.01% of portfolio
|
Q2 2025
Reduced 29.2%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2,373
shares
|
$154,838
0.38% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
2,369
shares
|
$154,577
0.0% of portfolio
|
Q2 2025
Added 23.26%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,333
shares
|
$152,228
0.01% of portfolio
|
Q3 2023
New holding
|