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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
11,950
shares
|
$817,738
0.13% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
11,946
shares
|
$817,464
0.1% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
11,888
shares
|
$813,495
0.74% of portfolio
|
Q4 2025
Reduced 4.88%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
11,871
shares
|
$812,332
0.07% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,829
shares
|
$809,458
0.06% of portfolio
|
Q3 2022
Added 28.3%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
11,817
shares
|
$808,637
0.33% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
11,797
shares
|
$807,268
0.25% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
11,750
shares
|
$804,052
0.13% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
11,737
shares
|
$803,162
0.1% of portfolio
|
Q4 2025
Added 75.34%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
11,733
shares
|
$802,889
0.05% of portfolio
|
Q3 2025
Added 224.47%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
11,710
shares
|
$801,315
0.28% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
11,664
shares
|
$798,167
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
11,654
shares
|
$797,483
0.02% of portfolio
|
Q2 2025
Added 125.24%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
11,652
shares
|
$797,346
0.21% of portfolio
|
Q3 2025
Added 58.27%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
11,635
shares
|
$796,183
0.02% of portfolio
|
Q3 2025
Added 18.07%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
11,580
shares
|
$792,419
0.35% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
11,579
shares
|
$792,350
0.0% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
11,519
shares
|
$788,245
0.62% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
11,472
shares
|
$785,028
0.18% of portfolio
|
Q3 2025
Reduced 22.47%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
11,374
shares
|
$778,322
0.24% of portfolio
|
Q1 2024
Added 46.91%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
11,314
shares
|
$774,217
0.03% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
11,298
shares
|
$773,122
0.03% of portfolio
|
Q4 2025
Reduced 10.33%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
11,293
shares
|
$772,779
0.59% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
11,262
shares
|
$770,658
0.19% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
11,223
shares
|
$767,989
0.48% of portfolio
|
Q3 2024
Reduced 95.37%
|
|