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 |
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
341,452
shares
|
$22.1 Million
4.88% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
339,572
shares
|
$22 Million
1.71% of portfolio
|
Q2 2025
Added 14.5%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
337,831
shares
|
$21.9 Million
2.95% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
331,863
shares
|
$21.5 Million
3.73% of portfolio
|
Q1 2024
Added 4.97%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
328,360
shares
|
$21.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
315,468
shares
|
$20.5 Million
4.72% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
315,345
shares
|
$20.4 Million
0.3% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
311,278
shares
|
$20.2 Million
0.65% of portfolio
|
Q2 2025
Added 191.22%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
310,713
shares
|
$20.1 Million
5.1% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
306,640
shares
|
$19.9 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
303,652
shares
|
$19.7 Million
1.65% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
303,550
shares
|
$19.7 Million
5.32% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
297,697
shares
|
$19.3 Million
0.24% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
295,216
shares
|
$19.1 Million
2.79% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
293,515
shares
|
$19 Million
0.2% of portfolio
|
Q1 2025
Added 26.48%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
293,442
shares
|
$19 Million
1.25% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
292,635
shares
|
$19 Million
0.45% of portfolio
|
Q2 2025
Reduced 21.16%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
291,354
shares
|
$18.9 Million
2.3% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
289,338
shares
|
$18.8 Million
0.11% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
284,544
shares
|
$18.4 Million
5.88% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
282,145
shares
|
$18.3 Million
1.01% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
279,964
shares
|
$18.2 Million
1.79% of portfolio
|
Q1 2025
Added 8816.05%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
278,800
shares
|
$18.1 Million
1.08% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
278,439
shares
|
$18.1 Million
0.47% of portfolio
|
Q2 2025
Added 51.77%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
274,356
shares
|
$17.8 Million
0.14% of portfolio
|
Q2 2025
Added 20.64%
|