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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
529,206
shares
|
$36.2 Million
0.09% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
525,677
shares
|
$36 Million
0.37% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
520,330
shares
|
$35.6 Million
9.39% of portfolio
|
Q3 2025
Reduced 19.71%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 19, 2025 Q3 2025 |
514,500
shares
|
$35.2 Million
0.92% of portfolio
|
Q3 2025
Added 158.8%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
508,226
shares
|
$34.8 Million
2.88% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
507,307
shares
|
$34.7 Million
8.34% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
496,745
shares
|
$34 Million
2.54% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
491,643
shares
|
$33.6 Million
0.71% of portfolio
|
Q3 2025
Reduced 50.12%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
487,776
shares
|
$33.4 Million
3.75% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
478,855
shares
|
$32.8 Million
2.3% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
470,317
shares
|
$32.2 Million
0.4% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
461,792
shares
|
$31.6 Million
0.25% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Scott Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
458,988
shares
|
$31.4 Million
7.13% of portfolio
|
Q3 2025
Added 51.21%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
451,788
shares
|
$30.9 Million
4.17% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
435,643
shares
|
$29.8 Million
6.57% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
Altus Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
434,851
shares
|
$29.8 Million
13.12% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
429,187
shares
|
$29.4 Million
10.04% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
419,637
shares
|
$28.7 Million
1.01% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
416,247
shares
|
$28.5 Million
8.75% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
408,972
shares
|
$28 Million
2.91% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
402,716
shares
|
$27.6 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
395,616
shares
|
$27.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
394,576
shares
|
$27 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
376,701
shares
|
$25.8 Million
0.04% of portfolio
|
Q3 2025
Added 26.02%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
375,986
shares
|
$25.7 Million
10.9% of portfolio
|
Q3 2025
Added 1.67%
|
|