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 |
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
775,639
shares
|
$50.3 Million
4.82% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
773,958
shares
|
$50.2 Million
13.51% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
709,791
shares
|
$46 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
685,791
shares
|
$44.5 Million
0.26% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
668,641
shares
|
$43.3 Million
4.25% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
660,103
shares
|
$42.8 Million
0.37% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
655,286
shares
|
$42.5 Million
0.09% of portfolio
|
Q3 2023
Reduced 10.76%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
644,892
shares
|
$41.8 Million
9.11% of portfolio
|
Q1 2025
Added 59.4%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
635,152
shares
|
$41.2 Million
10.6% of portfolio
|
Q1 2025
Reduced 54.93%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
621,520
shares
|
$40.3 Million
4.81% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
616,732
shares
|
$40 Million
9.73% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
616,231
shares
|
$40 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
598,621
shares
|
$38.8 Million
0.53% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
593,770
shares
|
$38.5 Million
9.53% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
591,822
shares
|
$38.4 Million
6.59% of portfolio
|
Q2 2025
Added 86423.68%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
585,191
shares
|
$37.9 Million
10.94% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
578,709
shares
|
$37.5 Million
11.48% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
573,454
shares
|
$37.2 Million
7.26% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
559,326
shares
|
$36.3 Million
0.15% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
550,803
shares
|
$35.7 Million
0.79% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
545,970
shares
|
$35.4 Million
6.5% of portfolio
|
Q4 2022
Reduced 3.75%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
543,821
shares
|
$35.3 Million
5.08% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
524,080
shares
|
$34 Million
1.03% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
522,050
shares
|
$33.8 Million
8.62% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
519,934
shares
|
$33.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.68%
|