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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
821
shares
|
$56,181
0.04% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
816
shares
|
$55,838
0.01% of portfolio
|
Q3 2025
Added 294.2%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
800
shares
|
$54,744
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
789
shares
|
$53,991
0.02% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
771
shares
|
$52,759
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
771
shares
|
$52,759
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
760
shares
|
$52,006
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
756
shares
|
$51,733
0.0% of portfolio
|
Q2 2023
Reduced 2.58%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
751
shares
|
$51,390
0.0% of portfolio
|
Q3 2024
Reduced 40.02%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
750
shares
|
$51,322
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
690
shares
|
$47,216
0.0% of portfolio
|
Q2 2022
Reduced 24.92%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
678
shares
|
$46,395
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
676
shares
|
$46,258
0.02% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
668
shares
|
$45,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
652
shares
|
$44,616
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
642
shares
|
$43,932
0.02% of portfolio
|
Q2 2022
Added 767.57%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
600
shares
|
$41,058
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
564
shares
|
$38,594
0.02% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
563
shares
|
$38,526
0.01% of portfolio
|
Q3 2024
Reduced 76.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
550
shares
|
$37,636
0.0% of portfolio
|
Q3 2025
Reduced 87.6%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
545
shares
|
$37,294
0.01% of portfolio
|
Q1 2025
Added 23.86%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
531
shares
|
$36,336
0.0% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
525
shares
|
$35,925
0.08% of portfolio
|
Q3 2025
Reduced 77.88%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
503
shares
|
$34,420
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
500
shares
|
$34,215
0.01% of portfolio
|
Q1 2024
New holding
|
|