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 1,327 institutions that hold shares in the stock, with a total of 311 Million shares, which have been reported (via 13F filing form) to have a value of $21.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
40,902
shares
|
$2.8 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
40,575
shares
|
$2.78 Million
0.24% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
40,350
shares
|
$2.76 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
40,320
shares
|
$2.76 Million
2.43% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
40,187
shares
|
$2.75 Million
0.96% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
39,672
shares
|
$2.71 Million
0.71% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
39,147
shares
|
$2.68 Million
0.02% of portfolio
|
Q3 2025
Added 42.65%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
39,126
shares
|
$2.68 Million
0.16% of portfolio
|
Q3 2025
Added 16.93%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
38,992
shares
|
$2.67 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
38,961
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
38,773
shares
|
$2.65 Million
2.23% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
38,664
shares
|
$2.65 Million
0.48% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
38,412
shares
|
$2.63 Million
2.01% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
38,355
shares
|
$2.62 Million
0.32% of portfolio
|
Q4 2025
Reduced 6.51%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
37,728
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
37,693
shares
|
$2.58 Million
0.98% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
37,512
shares
|
$2.57 Million
2.07% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
37,294
shares
|
$2.55 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
37,291
shares
|
$2.55 Million
1.59% of portfolio
|
Q4 2022
Added 6.86%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
37,275
shares
|
$2.55 Million
0.52% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
37,084
shares
|
$2.54 Million
0.09% of portfolio
|
Q4 2025
Added 26.37%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
36,793
shares
|
$2.52 Million
0.43% of portfolio
|
Q3 2025
Added 30.49%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
36,734
shares
|
$2.51 Million
0.04% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
36,511
shares
|
$2.5 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
36,508
shares
|
$2.5 Million
1.39% of portfolio
|
Q2 2025
Added 1.53%
|
|