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 1,325 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 |
|---|---|---|---|---|---|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
155,272
shares
|
$10.6 Million
8.33% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
154,910
shares
|
$10.6 Million
2.97% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
154,103
shares
|
$10.5 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
153,940
shares
|
$10.5 Million
2.76% of portfolio
|
Q3 2025
Reduced 54.43%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
153,568
shares
|
$10.5 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
153,186
shares
|
$10.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
151,864
shares
|
$10.4 Million
0.12% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
151,586
shares
|
$10.4 Million
0.2% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
150,842
shares
|
$10.3 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
150,247
shares
|
$10.3 Million
0.63% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
150,071
shares
|
$10.3 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
148,896
shares
|
$10.2 Million
1.44% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
147,778
shares
|
$10.1 Million
2.7% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
147,214
shares
|
$10.1 Million
4.06% of portfolio
|
Q4 2022
Reduced 0.55%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
147,203
shares
|
$10.1 Million
1.48% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
147,201
shares
|
$10.1 Million
1.04% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
146,637
shares
|
$10 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
143,858
shares
|
$9.84 Million
4.8% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
143,612
shares
|
$9.83 Million
0.26% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
142,509
shares
|
$9.75 Million
0.13% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
141,225
shares
|
$9.66 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
140,034
shares
|
$9.58 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
139,068
shares
|
$9.52 Million
0.47% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
137,802
shares
|
$9.43 Million
0.61% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
135,458
shares
|
$9.27 Million
0.14% of portfolio
|
Q3 2025
Added 3.85%
|
|