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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$62.16 +0.64 (+1.04%)
As of 03/24/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
719
Total
Institutional Inflows
(last 12 months)
$2.67B
Number of
Institutional Sellers
(last 12 months)
461
Total
Institutional Outflows
(last 12 months)
$2.96B
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DGRO Institutional Buying and Selling by Quarter

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iShares Core Dividend Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/19/2025M1 Capital Management LLC3,432$211K0.1%N/A0.001%
3/18/2025Objective Capital Management LLC33,159$2.03M1.4%+6.2%0.007%
3/17/2025 Wealth Enhancement Advisory Services LLC614,583$37.70M0.1%+18.5%0.125%
3/12/2025 Centaurus Financial Inc.11,729$719K0.0%+1.6%0.002%
3/6/2025 Copia Wealth Management2,165$133K0.1%N/A0.000%
3/6/2025 Elite Financial Inc.22,355$1.37M0.7%N/A0.005%
3/6/2025 Wood Tarver Financial Group LLC2,946$180K0.1%N/A0.001%
3/6/2025 TFR Capital LLC.3,643$223K0.1%N/A0.001%
3/5/2025 Financial Insights Inc.35,580$2.18M0.8%-6.3%0.007%
3/5/2025 Probity Advisors Inc.10,160$623K0.1%-6.2%0.002%
2/28/2025 Park Square Financial Group LLC1,604$98K0.1%N/A0.000%
2/27/2025 Bernard Wealth Management Corp.7,861$482K0.2%N/A0.002%
2/26/2025 LM Advisors LLC4,684$287K0.0%+11.6%0.001%
2/25/2025 Heck Capital Advisors LLC6,321$388K0.0%N/A0.001%
2/25/2025 Leigh Baldwin & CO. LLC49,224$3.02M1.7%N/A0.010%
2/25/2025 B. Riley Wealth Advisors Inc.118,596$7.28M0.2%-2.1%0.025%
2/25/2025 Integrated Advisors Network LLC126,888$7.78M0.4%+14.6%0.027%
2/24/2025 Liberty Square Wealth Partners LLC3,899$249K0.1%N/A0.001%
2/24/2025 Great Valley Advisor Group Inc.72,792$4.47M0.1%-0.8%0.015%
2/24/2025 Ameriflex Group Inc.6,139$390K0.2%N/A0.001%
2/24/2025 United Advisor Group LLC4,648$285K0.1%-13.1%0.001%
2/22/2025 American Trust1,409,258$86.44M6.6%-1.5%0.298%
2/21/2025 Ascent Group LLC3,837$235K0.0%+5.5%0.001%
2/20/2025 Michels Family Financial LLC9,547$586K0.5%N/A0.002%
2/20/2025 Westfuller Advisors LLC35,403$2.17M1.4%-10.5%0.007%
2/20/2025 Drucker Wealth 3.0 LLC5,512$338K0.1%-61.5%0.001%
2/19/2025 Invst LLC36,793$2.26M0.3%-8.9%0.008%
2/19/2025 WCG Wealth Advisors LLC40,193$2.47M0.2%-6.2%0.008%
2/18/2025 Western Wealth Management LLC6,317$387K0.1%-84.2%0.001%
2/18/2025 Sunbelt Securities Inc.81,514$4.99M0.4%+0.7%0.017%
2/18/2025 Fourth Dimension Wealth LLC1,898$116K0.1%N/A0.000%
2/18/2025 Stonebridge Financial Planning Group LLC101,388$6.22M2.8%+2.9%0.021%
2/18/2025 Pinnacle Financial Group LLC IL4,687$288K0.1%+36.6%0.001%
2/18/2025 Novem Group10,396$638K0.1%N/A0.002%
2/18/2025 Focus Partners Advisor Solutions LLC11,313$694K0.0%+74.7%0.002%
2/18/2025 First Heartland Consultants Inc.20,414$1.25M0.1%+1.9%0.004%
2/18/2025 Note Advisors LLC4,308$264K0.2%N/A0.001%
2/18/2025 Glen Eagle Advisors LLC99,038$6.08M1.0%+4.3%0.021%
2/18/2025 Mpwm Advisory Solutions LLC533$33K0.0%N/A0.000%
2/18/2025 Talisman Wealth Advisors LLC100,499$6.17M6.4%+12.0%0.021%
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2/18/2025 Lantern Wealth Advisors LLC52,316$3.21M2.1%-7.0%0.011%
2/17/2025 Waverly Advisors LLC490,954$30.12M0.5%+163.3%0.104%
2/17/2025 Willis Johnson & Associates Inc.7,578$465K0.0%+80.1%0.002%
2/17/2025 Visionary Wealth Advisors81,837$5.02M0.3%-1.7%0.017%
2/17/2025 Vista Cima Wealth Management LLC69,472$4.26M4.4%N/A0.015%
2/17/2025 TrinityPoint Wealth LLC109,991$6.75M0.9%-0.4%0.023%
2/17/2025 Stonebrook Private Inc.5,931$364K0.1%-5.5%0.001%
2/17/2025 Strategic Wealth Partners Ltd.169,702$10.87M0.9%-6.5%0.036%
2/17/2025 Scissortail Wealth Management LLC92,003$5.64M1.4%N/A0.019%
2/17/2025 Snowden Capital Advisors LLC33,718$2.07M0.1%+26.4%0.007%
2/17/2025 Silvercrest Asset Management Group LLC5,638$346K0.0%-10.6%0.001%
2/17/2025 Royal Bank of Canada5,937,504$364.21M0.1%+2.7%1.254%
2/17/2025 Redwood Financial Network Corp10,656$654K0.5%-3.5%0.002%
2/17/2025 Quadcap Wealth Management LLC6,556$402K0.1%+26.1%0.001%
2/17/2025 NorthRock Partners LLC4,430$272K0.0%+21.2%0.001%
2/17/2025 Northeast Financial Consultants Inc1,448,441$88.85M3.7%+2.7%0.306%
2/17/2025 Laird Norton Wetherby Trust Company LLC17,254$1.06M0.1%N/A0.004%
2/17/2025 Investor s Fiduciary Advisor Network LLC17,335$1.06M0.4%N/A0.004%
2/17/2025 Guardian Wealth Advisors LLC NC65,510$4.02M0.3%N/A0.014%
2/17/2025 Gotham Asset Management LLC93,152$5.71M0.1%+24.1%0.020%
2/17/2025 Focus Partners Wealth805,281$49.50M0.1%+56.4%0.170%
2/17/2025 FWL Investment Management LLC7,739$475K0.2%-15.3%0.002%
2/17/2025 Deutsche Bank AG3,976$244K0.0%-42.2%0.001%
2/17/2025 D. E. Shaw & Co. Inc.47,123$2.89M0.0%N/A0.010%
2/17/2025 Dunhill Financial LLC400$25K0.0%+300.0%0.000%
2/17/2025 EPG Wealth Management LLC41,939$2.57M0.7%+1.7%0.009%
2/17/2025 EP Wealth Advisors LLC126,742$7.77M0.1%+53.2%0.027%
2/17/2025 Colonial Trust Co SC151,478$9.29M1.4%+3.3%0.032%
2/17/2025 CoreCap Advisors LLC33,180$2.04M0.1%+3.1%0.007%
2/17/2025 Cresset Asset Management LLC114,386$7.02M0.0%-23.4%0.024%
2/17/2025 Capital Advantage Inc.7,098$435K0.1%N/A0.001%
2/17/2025 Cetera Investment Advisers2,001,793$122.79M0.3%-5.6%0.423%
2/17/2025 BOKF NA1,134$69K0.0%-42.0%0.000%
2/17/2025 Captrust Financial Advisors714,870$43.85M0.1%-0.3%0.151%
2/17/2025 Baird Financial Group Inc.959,712$58.87M0.1%+0.2%0.203%
2/17/2025 Baker Avenue Asset Management LP142,506$8.74M0.3%+3.5%0.030%
2/17/2025 Bank of America Corp DE18,265,578$1.12B0.1%+3.9%3.858%
2/17/2025 Benjamin Edwards Inc.45,304$2.78M0.0%+10.3%0.010%
2/17/2025 Ameriprise Financial Inc.7,336,102$449.96M0.1%+0.2%1.549%
2/17/2025 Alteri Wealth LLC13,380$821K0.2%N/A0.003%
2/17/2025 Ancora Advisors LLC9,097$558K0.0%+2.0%0.002%
2/17/2025 Aptus Capital Advisors LLC95,109$5.83M0.1%+399.3%0.020%
2/17/2025 Arrowroot Family Office LLC7,629$468K0.2%-27.4%0.002%
2/17/2025 Accredited Wealth Management LLC450$28K0.0%N/A0.000%
2/17/2025 Allegheny Financial Group309,010$18.96M4.9%+1.6%0.065%
2/17/2025 360 Financial Inc.27,623$1.69M0.6%-31.0%0.006%
2/14/2025 Gallagher Fiduciary Advisors LLC179,983$11.04M2.2%-10.3%0.038%
2/14/2025 South Plains Financial Inc.4,608$283K0.2%N/A0.001%
2/14/2025 Mercer Global Advisors Inc. ADV260,745$15.99M0.0%-3.2%0.055%
2/14/2025 FAS Wealth Partners Inc.1,231$75K0.0%+20.9%0.000%
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2/14/2025 Eagle Strategies LLC268,427$16.47M2.8%+4.6%0.057%
2/14/2025 Jane Street Group LLC53,529$3.28M0.0%-95.0%0.011%
2/14/2025 Rehmann Capital Advisory Group7,208$442K0.0%-2.3%0.002%
2/14/2025 Comerica Bank540,278$33.14M0.1%-9.8%0.114%
2/14/2025 Randolph Co Inc10,676$655K0.1%-1.7%0.002%
2/14/2025 Lido Advisors LLC18,282$1.12M0.0%+60.2%0.004%
2/14/2025 Northern Trust Corp82,650$5.07M0.0%+4.8%0.017%
2/14/2025 Beacon Pointe Advisors LLC61,840$3.79M0.0%+14.6%0.013%
2/14/2025 Whalerock Point Partners LLC25,584$1.57M0.4%+1.5%0.005%
2/14/2025 Prosperity Consulting Group LLC115,168$7.06M0.5%+19.4%0.024%
(Data available from 1/1/2016 forward)

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DGRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DGRO shares?

During the previous two years, 1,163 institutional investors and hedge funds held shares of iShares Core Dividend Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.12B), Morgan Stanley ($938.98M), LPL Financial LLC ($905.15M), Envestnet Asset Management Inc. ($653.93M), Raymond James Financial Inc. ($616.82M), Raymond James Financial Services Advisors Inc. ($508.22M), and FMR LLC ($476.84M).Learn more on DGRO's institutional investors.

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

Of the 1,003 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: Raymond James Financial Inc. ($10.06M), Wealthfront Advisers LLC ($4.34M), LPL Financial LLC ($4.20M), Houlihan Financial Resource Group Ltd. ($3.22M), Strategic Financial Concepts LLC ($2.60M), JPMorgan Chase & Co. ($1.84M), and Envestnet Asset Management Inc. ($1.56M).

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

Institutional investors have bought a total of 85,000,708 shares in the last 24 months. This purchase volume represents approximately $4.75B in transactions.

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

Of the 676 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. ($24.41M), Whalerock Point Partners LLC ($23.45M), Wealthfront Advisers LLC ($10.15M), Houlihan Financial Resource Group Ltd. ($3.22M), CWM LLC ($2.05M), Envestnet Asset Management Inc. ($1.71M), and Ameriprise Financial Inc. ($1.71M).

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

Institutional investors have sold a total of 99,844,279 shares in the last 24 months. This volume of shares sold represents approximately $5.48B in transactions.



This page (NYSEARCA:DGRO) was last updated on 3/25/2025 by MarketBeat.com Staff
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