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 |
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
272,640
shares
|
$17.7 Million
0.04% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
271,183
shares
|
$17.6 Million
4.39% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
267,453
shares
|
$17.3 Million
0.03% of portfolio
|
Q1 2025
Added 31.58%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
265,725
shares
|
$17.2 Million
0.33% of portfolio
|
Q3 2022
Added 110.5%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
258,565
shares
|
$16.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
256,739
shares
|
$16.6 Million
5.96% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
255,380
shares
|
$16.6 Million
0.07% of portfolio
|
Q2 2025
Added 58.55%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
252,147
shares
|
$16.3 Million
1.41% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
249,359
shares
|
$16.2 Million
0.57% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
245,707
shares
|
$15.9 Million
0.19% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
244,963
shares
|
$15.9 Million
0.31% of portfolio
|
Q2 2025
Added 28.91%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
242,217
shares
|
$15.7 Million
5.12% of portfolio
|
Q2 2025
Reduced 30.28%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
241,521
shares
|
$15.7 Million
12.1% of portfolio
|
Q2 2025
Added 30.12%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
241,517
shares
|
$15.7 Million
6.85% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
240,213
shares
|
$15.6 Million
2.95% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
240,141
shares
|
$15.6 Million
3.91% of portfolio
|
Q2 2025
Reduced 21.69%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
237,137
shares
|
$15.4 Million
8.05% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
235,459
shares
|
$15.3 Million
2.31% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
231,335
shares
|
$15 Million
0.47% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
228,539
shares
|
$14.8 Million
2.65% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
228,294
shares
|
$14.8 Million
7.35% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
228,141
shares
|
$14.8 Million
0.39% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
221,458
shares
|
$14.4 Million
2.19% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
215,993
shares
|
$14 Million
4.76% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
214,308
shares
|
$13.9 Million
0.8% of portfolio
|
Q2 2025
Added 8.57%
|