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 |
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
150,683
shares
|
$9.77 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.29%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
150,069
shares
|
$9.73 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
149,862
shares
|
$9.72 Million
0.45% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
149,148
shares
|
$9.67 Million
0.19% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
147,778
shares
|
$9.58 Million
2.7% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
147,214
shares
|
$9.54 Million
4.06% of portfolio
|
Q4 2022
Reduced 0.55%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
146,868
shares
|
$9.52 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
144,532
shares
|
$9.37 Million
0.51% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
142,899
shares
|
$9.26 Million
0.28% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
142,733
shares
|
$9.25 Million
0.26% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
142,482
shares
|
$9.24 Million
2.97% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
142,314
shares
|
$9.23 Million
0.92% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
137,695
shares
|
$8.93 Million
0.07% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
137,693
shares
|
$8.93 Million
0.61% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
133,154
shares
|
$8.63 Million
1.35% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
133,013
shares
|
$8.62 Million
0.63% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
132,570
shares
|
$8.59 Million
0.07% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
132,462
shares
|
$8.59 Million
0.18% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
131,532
shares
|
$8.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
128,798
shares
|
$8.35 Million
1.28% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
126,563
shares
|
$8.21 Million
4.21% of portfolio
|
Q2 2025
Reduced 20.71%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
126,390
shares
|
$8.19 Million
2.36% of portfolio
|
Q2 2022
Added 9.73%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
124,444
shares
|
$8.07 Million
0.11% of portfolio
|
Q2 2025
Added 13.47%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
123,989
shares
|
$8.04 Million
2.37% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
123,721
shares
|
$8.02 Million
0.08% of portfolio
|
Q1 2025
Added 5.41%
|