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 1,323 institutions that hold shares in the stock, with a total of 310 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 |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
375,087
shares
|
$25.7 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
|
$25.7 Million
3.94% of portfolio
|
Q4 2022
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
372,868
shares
|
$25.5 Million
0.17% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
370,607
shares
|
$25.4 Million
0.13% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
370,158
shares
|
$25.3 Million
10.56% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
364,535
shares
|
$24.9 Million
8.2% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
362,060
shares
|
$24.8 Million
8.13% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
355,451
shares
|
$24.3 Million
4.75% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
354,296
shares
|
$24.2 Million
9.61% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
338,467
shares
|
$23.2 Million
5.02% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
331,863
shares
|
$22.7 Million
3.73% of portfolio
|
Q1 2024
Added 4.97%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
324,385
shares
|
$22.2 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
320,958
shares
|
$22 Million
3.63% of portfolio
|
Q3 2025
Added 46.36%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
316,513
shares
|
$21.7 Million
0.28% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
312,881
shares
|
$21.4 Million
1.66% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
310,868
shares
|
$21.3 Million
4.61% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
310,200
shares
|
$21.2 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
303,723
shares
|
$20.8 Million
2.34% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
303,512
shares
|
$20.8 Million
2.02% of portfolio
|
Q3 2025
Reduced 71.91%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
297,129
shares
|
$20.3 Million
0.12% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
295,216
shares
|
$20.2 Million
2.79% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
293,442
shares
|
$20.1 Million
1.25% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
292,635
shares
|
$20 Million
0.45% of portfolio
|
Q2 2025
Reduced 21.16%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
291,513
shares
|
$19.9 Million
0.14% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
288,971
shares
|
$19.8 Million
0.19% of portfolio
|
Q3 2025
Added 1.61%
|
|