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 1,271 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,078,455
shares
|
$135 Million
0.11% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,034,679
shares
|
$132 Million
0.26% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
1,783,116
shares
|
$116 Million
4.15% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
1,524,832
shares
|
$98.9 Million
0.85% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
1,469,209
shares
|
$95.2 Million
4.08% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,466,401
shares
|
$95.1 Million
12.88% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,393,701
shares
|
$90.4 Million
6.76% of portfolio
|
Q2 2023
Reduced 21.1%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,393,701
shares
|
$90.4 Million
6.76% of portfolio
|
Q2 2023
Reduced 21.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,309,809
shares
|
$84.9 Million
0.19% of portfolio
|
Q4 2024
Added 26.58%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,306,563
shares
|
$84.7 Million
2.05% of portfolio
|
Q2 2025
Added 16.38%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
1,302,320
shares
|
$84.4 Million
6.96% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,241,908
shares
|
$80.5 Million
9.37% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,211,386
shares
|
$78.5 Million
11.73% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,141,340
shares
|
$74 Million
0.45% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
1,128,800
shares
|
$73.2 Million
6.99% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,117,901
shares
|
$72.5 Million
13.39% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,076,443
shares
|
$69.8 Million
13.51% of portfolio
|
Q2 2022
Reduced 0.35%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
1,007,600
shares
|
$65.3 Million
22.8% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,000,781
shares
|
$64.9 Million
0.19% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
985,564
shares
|
$63.9 Million
1.02% of portfolio
|
Q2 2025
Added 83.07%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
948,151
shares
|
$61.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
937,050
shares
|
$60.7 Million
5.47% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
892,804
shares
|
$57.9 Million
3.39% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
889,168
shares
|
$57.6 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
790,726
shares
|
$51.3 Million
1.59% of portfolio
|
Q2 2025
Reduced 2.27%
|