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 |
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
178,271
shares
|
$11.6 Million
0.06% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
174,631
shares
|
$11.3 Million
0.55% of portfolio
|
Q1 2025
Added 37.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
174,629
shares
|
$11.3 Million
1.04% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
173,725
shares
|
$11.3 Million
3.51% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
173,364
shares
|
$11.2 Million
1.54% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
173,105
shares
|
$11.2 Million
2.12% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
172,167
shares
|
$11.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
170,033
shares
|
$11 Million
3.53% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
169,702
shares
|
$11 Million
1.01% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
166,900
shares
|
$10.8 Million
1.51% of portfolio
|
Q3 2023
Added 1.94%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
164,074
shares
|
$10.6 Million
5.93% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
163,763
shares
|
$10.6 Million
0.7% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
162,985
shares
|
$10.6 Million
3.08% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
159,858
shares
|
$10.4 Million
9.71% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
157,123
shares
|
$10.2 Million
0.7% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
156,560
shares
|
$10.1 Million
3.13% of portfolio
|
Q3 2023
Reduced 8.26%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
156,454
shares
|
$10.1 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
156,239
shares
|
$10.1 Million
1.11% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
155,517
shares
|
$10.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
153,706
shares
|
$9.96 Million
0.08% of portfolio
|
Q1 2025
Added 65.01%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
152,843
shares
|
$9.91 Million
8.27% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
152,464
shares
|
$9.88 Million
2.43% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
152,321
shares
|
$9.87 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
152,183
shares
|
$9.87 Million
1.22% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
151,554
shares
|
$9.83 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.74%
|