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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$62.59 +0.31 (+0.50%)
As of 01/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Number of
Institutional Buyers
(last 12 months)
593
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
429
Total
Institutional Outflows
(last 12 months)
$2.24B
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DGRO Institutional Buying and Selling by Quarter

iShares Core Dividend Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Veracity Capital LLC10,477$643K0.2%+1.9%0.002%
1/17/2025Secure Asset Management LLC3,365$206K0.0%N/A0.001%
1/17/2025Avior Wealth Management LLC1,737,706$106.59M3.9%+2.8%0.367%
1/17/2025Teamwork Financial Advisors LLC3,384$208K0.0%N/A0.001%
1/17/2025Mutual Advisors LLC208,052$12.96M0.4%-11.2%0.044%
1/17/2025Traynor Capital Management Inc.3,930$241K0.0%N/A0.001%
1/17/2025Janney Montgomery Scott LLC520,941$31.96M0.1%+4.9%0.110%
1/17/2025Marino Stram & Associates LLC69,910$4.29M0.9%+0.7%0.015%
1/17/2025Magnus Financial Group LLC18,916$1.16M0.1%-11.7%0.004%
1/17/2025Investment Advisory Group LLC13,665$838K0.3%+4.5%0.003%
1/17/2025ERTS Wealth Advisors LLC10,059$617K0.1%-5.6%0.002%
1/17/2025Advisory Alpha LLC31,543$1.94M0.1%-0.5%0.007%
1/17/2025XML Financial LLC503,935$30.91M2.8%+7.0%0.106%
1/17/2025Simon Quick Advisors LLC4,116$252K0.0%+19.5%0.001%
1/17/2025Sheets Smith Wealth Management76,718$4.71M0.6%+42.7%0.016%
1/17/2025Beaumont Financial Advisors LLC191,073$11.72M0.9%+3.3%0.040%
1/17/2025Monterey Private Wealth Inc.144,363$8.86M2.9%-4.8%0.030%
1/17/2025LifePlan Financial LLC11,362$697K0.6%-9.8%0.002%
1/16/2025Lmcg Investments LLC28,177$1.73M0.1%+16.2%0.006%
1/16/2025Royal Fund Management LLC119,656$7.35M0.7%+2.2%0.025%
1/16/2025Sugar Maple Asset Management LLC1,400$86K0.1%N/A0.000%
1/16/2025ZWJ Investment Counsel Inc.7,974$489K0.0%N/A0.002%
1/16/2025Koshinski Asset Management Inc.17,047$1.05M0.0%+5.5%0.004%
1/16/2025Ulland Investment Advisors LLC440$27K0.0%N/A0.000%
1/16/2025Sowa Financial Group Inc.28,805$1.77M1.1%-19.0%0.006%
1/16/2025Hoese & Co LLP99,875$6.13M5.3%+28.0%0.021%
1/16/2025Harbor Investment Advisory LLC46,599$2.86M0.3%+4.0%0.010%
1/16/2025MassMutual Private Wealth & Trust FSB2,411$148K0.0%+33.9%0.001%
1/16/2025UMB Bank n.a.3,542$217K0.0%-39.3%0.001%
1/16/2025Scott Capital Advisors LLC254,804$15.53M4.5%+5.3%0.054%
1/16/2025Lincoln Capital LLC10,020$615K0.1%+1.7%0.002%
1/16/2025Annex Advisory Services LLC10,727$658K0.0%-12.8%0.002%
1/16/2025Maiden Cove Capital LLC40,920$2.51M4.5%+4.4%0.009%
1/15/2025 HF Advisory Group LLC100,557$6.17M2.8%+2.0%0.021%
1/15/2025 Meridian Financial LLC115,432$7.08M4.9%+2.2%0.024%
1/15/2025 Aaron Wealth Advisors LLC4,473$274K0.0%N/A0.001%
1/15/2025 Astoria Portfolio Advisors LLC.13,543$830K0.3%+8.1%0.003%
1/15/2025 Ameritas Advisory Services LLC66,795$4.10M0.1%+111.5%0.014%
1/15/2025 Hubbell Strickland Wealth Management LLC93,387$5.73M2.7%+1.5%0.020%
1/15/2025 Trust Co. of Vermont4,451$273K0.0%+48.3%0.001%
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1/15/2025 Premier Path Wealth Partners LLC164,508$10.09M1.5%+3.6%0.035%
1/15/2025 Alhambra Investment Management LLC103,411$6.34M3.3%+16.7%0.022%
1/15/2025 Integrated Investment Consultants LLC92,279$5.66M0.1%-1.7%0.019%
1/15/2025 Arkadios Wealth Advisors133,751$8.20M0.4%-0.4%0.028%
1/15/2025 Atwater Malick LLC18,552$1.14M0.4%+12.0%0.004%
1/15/2025 LongView Wealth Management4,689$288K0.1%N/A0.001%
1/15/2025 Sax Wealth Advisors LLC6,564$403K0.0%+3.4%0.001%
1/15/2025 Merit Financial Group LLC98,411$6.04M0.1%-14.3%0.021%
1/15/2025 Wealthcare Advisory Partners LLC56,215$3.45M0.1%+2.1%0.012%
1/15/2025 Procyon Advisors LLC5,565$341K0.0%N/A0.001%
1/15/2025 Tompkins Financial Corp668$41K0.0%N/A0.000%
1/15/2025 Yarger Wealth Strategies LLC117,011$7.18M4.1%+3.4%0.025%
1/15/2025 RDA Financial Network6,715$412K0.1%-16.6%0.001%
1/15/2025 Goldstone Financial Group LLC46,103$2.83M0.4%+8.2%0.010%
1/15/2025 Capital Planning LLC348,827$21.40M5.6%+1.3%0.074%
1/15/2025 Cvfg LLC6,587$404K0.4%N/A0.001%
1/15/2025 Bouvel Investment Partners LLC24,948$1.53M0.6%-2.8%0.005%
1/15/2025 Fermata Advisors LLC62,461$3.83M0.7%-13.7%0.013%
1/15/2025 JGP Wealth Management LLC279,934$17.17M2.2%+2.5%0.059%
1/15/2025 Tallon Kerry Patrick26,257$1.61M1.5%N/A0.006%
1/14/2025 Rovin Capital UT ADV19,197$1.18M0.4%+1.3%0.004%
1/14/2025 Smith Thornton Advisors LLC59,697$3.66M2.3%-1.3%0.013%
1/14/2025 Essex Savings Bank17,236$1.06M0.3%-2.2%0.004%
1/14/2025 Pinnacle Bancorp Inc.12,857$789K0.3%-3.6%0.003%
1/14/2025 Redhawk Wealth Advisors Inc.83,805$5.14M0.7%-2.7%0.018%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC22,098$1.36M0.0%-14.7%0.005%
1/14/2025 Smith Anglin Financial LLC1,405,839$86.23M8.1%+4.4%0.297%
1/14/2025 Clarus Wealth Advisors5,452$332K0.2%+6.2%0.001%
1/14/2025 Meridian Financial Partners LLC349,463$21.44M11.3%+8.2%0.074%
1/14/2025 Park Avenue Securities LLC273,365$16.77M0.2%-3.9%0.058%
1/14/2025 Quad Cities Investment Group LLC93,627$5.74M2.8%+1.2%0.020%
1/14/2025 Ignite Planners LLC8,970$552K0.1%-62.5%0.002%
1/14/2025 Breakwater Capital Group8,693$533K0.1%-2.6%0.002%
1/14/2025 180 Wealth Advisors LLC57,396$3.52M0.6%-7.2%0.012%
1/14/2025 Cypress Financial Planning LLC194,588$11.94M4.4%-0.9%0.041%
1/14/2025 Fortis Advisors LLC7,664$470K0.3%+20.2%0.002%
1/14/2025 GSG Advisors LLC39,959$2.45M0.8%+11.6%0.008%
1/14/2025 Signal Advisors Wealth LLC8,822$541K0.1%-11.7%0.002%
1/14/2025 Ayrshire Capital Management LLC7,528$462K0.2%+2.9%0.002%
1/13/2025 Johnson & White Wealth Management LLC90,081$5.51M3.3%+3.2%0.019%
1/13/2025 PSI Advisors LLC181,065$11.11M3.3%-3.7%0.038%
1/13/2025 Ellenbecker Investment Group18,639$1.14M0.2%-5.2%0.004%
1/13/2025 AdvisorNet Financial Inc9,710$596K0.0%+5.2%0.002%
1/13/2025 Sightline Wealth Advisors LLC9,204$565K0.3%N/A0.002%
1/13/2025 Pallas Capital Advisors LLC11,575$710K0.0%-2.4%0.002%
1/13/2025 Eastern Bank115,263$7.07M0.1%-1.0%0.024%
1/13/2025 Consilio Wealth Advisors LLC349,261$21.42M8.8%+1.4%0.074%
1/13/2025 Claro Advisors LLC24,057$1.48M0.2%-41.0%0.005%
1/13/2025 Wedmont Private Capital12,292$743K0.0%+14.2%0.003%
1/13/2025 Capital Investment Advisors LLC7,495,566$459.78M9.4%+2.5%1.583%
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1/13/2025 Brookstone Capital Management25,070$1.54M0.0%-1.9%0.005%
1/13/2025 City State Bank7,647$469K0.2%-7.0%0.002%
1/13/2025 Aprio Wealth Management LLC110,311$6.77M1.0%-1.3%0.023%
1/13/2025 Eastover Investment Advisors LLC9,123$560K0.3%+2.1%0.002%
1/10/2025 Graypoint LLC108,188$6.64M0.4%+2.1%0.023%
1/10/2025 HBW Advisory Services LLC43,242$2.65M0.4%-1.4%0.009%
1/10/2025 ORG Wealth Partners LLC12,317$756K0.3%-7.5%0.003%
1/10/2025 Wealth Enhancement Advisory Services LLC525,457$32.94M0.1%+1.3%0.111%
1/10/2025 ORG Partners LLC75,337$4.62M0.6%-5.0%0.016%
1/8/2025 International Assets Investment Management LLC13,983$855K0.0%N/A0.003%
(Data available from 1/1/2016 forward)

DGRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DGRO shares?

During the previous two years, 1,054 institutional investors and hedge funds held shares of iShares Core Dividend Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($941.39M), Morgan Stanley ($938.98M), LPL Financial LLC ($837.78M), Envestnet Asset Management Inc. ($518.86M), Raymond James Financial Services Advisors Inc. ($508.22M), PNC Financial Services Group Inc. ($491.64M), and FMR LLC ($490.09M).Learn more on DGRO's institutional investors.

Which institutional investors have been buying iShares Core Dividend Growth ETF stock?

Of the 903 institutional investors that purchased iShares Core Dividend Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthfront Advisers LLC ($4.34M), LPL Financial LLC ($3.72M), Houlihan Financial Resource Group Ltd. ($3.22M), JPMorgan Chase & Co. ($2.22M), Raymond James Financial Services Advisors Inc. ($1.99M), Envestnet Asset Management Inc. ($1.73M), and Cetera Investment Advisers ($1.72M).

How much institutional buying is happening at iShares Core Dividend Growth ETF?

Institutional investors have bought a total of 75,118,387 shares in the last 24 months. This purchase volume represents approximately $3.97B in transactions.

Which iShares Core Dividend Growth ETF major shareholders have been selling company stock?

Of the 654 institutional investors that sold iShares Core Dividend Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Command Advisory Services Inc. ($33.45M), Whalerock Point Partners LLC ($23.45M), Houlihan Financial Resource Group Ltd. ($3.22M), CWM LLC ($2.05M), Ameriprise Financial Inc. ($1.71M), Advocacy Wealth Management Services LLC ($1.11M), and Osaic Holdings Inc. ($1.10M).

How much institutional selling is happening at iShares Core Dividend Growth ETF?

Institutional investors have sold a total of 94,727,202 shares in the last 24 months. This volume of shares sold represents approximately $5.05B in transactions.



This page (NYSEARCA:DGRO) was last updated on 1/18/2025 by MarketBeat.com Staff
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