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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$59.13 +0.12 (+0.20%)
As of 10:30 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Number of
Institutional Buyers
(last 12 months)
724
Total
Institutional Inflows
(last 12 months)
$2.94B
Number of
Institutional Sellers
(last 12 months)
467
Total
Institutional Outflows
(last 12 months)
$2.97B
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DGRO Institutional Buying and Selling by Quarter

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iShares Core Dividend Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Curated Wealth Partners LLC31,920$1.97M0.3%-2.8%0.006%
4/15/2025Parsons Capital Management Inc. RI93,024$5.75M0.3%+4.6%0.019%
4/15/2025Ayrshire Capital Management LLC8,687$537K0.3%+15.4%0.002%
4/15/2025Simplicity Wealth LLC13,590$840K0.1%+50.2%0.003%
4/15/2025 GAMMA Investing LLC60,626$3.75M0.3%+7.4%0.012%
4/15/2025Wealthcare Advisory Partners LLC59,774$3.69M0.1%+6.3%0.012%
4/14/2025Objectivity Squared LLC185,609$10.83M8.9%+0.3%0.038%
4/14/2025Midland Wealth Advisors LLC12,911$798K0.0%-20.1%0.003%
4/14/2025Pallas Capital Advisors LLC11,762$727K0.0%+1.6%0.002%
4/14/2025PFS Partners LLC228,353$14.11M7.5%-0.8%0.046%
4/14/2025Farther Finance Advisors LLC22,451$1.38M0.0%+244.1%0.005%
4/14/2025Daymark Wealth Partners LLC3,742$231K0.0%-9.5%0.001%
4/14/2025Centricity Wealth Management LLC44,890$2.77M2.5%+20.8%0.009%
4/14/2025Priebe Wealth Holdings LLC21,248$1.31M0.8%-1.5%0.004%
4/14/2025Capital Investment Advisors LLC7,703,376$475.92M9.3%+2.8%1.565%
4/14/2025Meridian Financial Partners LLC356,460$22.02M11.2%+2.0%0.072%
4/14/2025Park Avenue Securities LLC129,342$7.99M0.1%-52.7%0.026%
4/14/2025OLD National Bancorp IN6,250$386K0.0%+15.4%0.001%
4/14/2025SOA Wealth Advisors LLC.174,823$10.80M1.3%-1.4%0.036%
4/14/2025RDA Financial Network5,245$324K0.1%-21.9%0.001%
4/14/2025Patriot Financial Group Insurance Agency LLC149,375$9.23M1.2%-6.1%0.030%
4/14/2025Wedmont Private Capital12,488$729K0.0%+1.6%0.003%
4/14/2025Regent Peak Wealth Advisors LLC341,452$21.10M4.9%+2.1%0.069%
4/14/2025LexAurum Advisors LLC67,315$4.16M0.8%+4.1%0.014%
4/11/2025 Princeton Global Asset Management LLC173,885$10.74M2.1%-14.0%0.035%
4/11/2025 Hoese & Co LLP102,515$6.33M5.5%+2.6%0.021%
4/11/2025 Blue Zone Wealth Advisors LLC4,500$278K0.1%N/A0.001%
4/11/2025 Alliance Wealth Advisors LLC350,526$21.66M12.3%+3.4%0.071%
4/11/2025 First National Corp MA ADV106,471$6.58M1.5%+3.4%0.022%
4/11/2025 Ehrlich Financial Group18,097$1.12M0.8%-1.2%0.004%
4/11/2025 Summit Investment Advisory Services LLC362,074$22.37M11.0%-1.6%0.074%
4/11/2025 Procyon Advisors LLC4,471$276K0.0%-19.7%0.001%
4/11/2025 Magnus Financial Group LLC13,880$858K0.1%-26.6%0.003%
4/11/2025 Consilio Wealth Advisors LLC355,403$21.96M9.2%+1.8%0.072%
4/11/2025 Atwater Malick LLC24,394$1.51M0.5%+31.5%0.005%
4/11/2025 Signal Advisors Wealth LLC9,166$566K0.1%+3.9%0.002%
4/11/2025 Armstrong Fleming & Moore Inc20,064$1.24M1.5%N/A0.004%
4/11/2025 Annex Advisory Services LLC7,755$479K0.0%-27.7%0.002%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,642$102K0.0%N/A0.000%
4/10/2025 Lmcg Investments LLC28,395$1.75M0.1%+0.8%0.006%
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4/10/2025 Fermata Advisors LLC59,933$3.70M0.7%-4.0%0.012%
4/10/2025 Naples Global Advisors LLC16,975$1.05M0.1%-7.8%0.003%
4/10/2025 HF Advisory Group LLC107,265$6.63M2.9%+6.7%0.022%
4/10/2025 Beacon Financial Group5,997$370K0.0%N/A0.001%
4/10/2025 Johnson & White Wealth Management LLC99,391$6.14M3.4%+10.3%0.020%
4/10/2025 Veracity Capital LLC10,988$679K0.3%+4.9%0.002%
4/10/2025 Firethorn Wealth Partners LLC3,888$240K0.1%-4.6%0.001%
4/10/2025 Teamwork Financial Advisors LLC13,869$857K0.1%+309.8%0.003%
4/10/2025 IFS Advisors LLC206,504$12.76M10.4%+1.2%0.042%
4/10/2025 Accel Wealth Management213,571$13.19M4.8%+31.8%0.043%
4/10/2025 Amplius Wealth Advisors LLC4,586$283K0.0%+39.6%0.001%
4/10/2025 Clarus Wealth Advisors9,757$575K0.3%+79.0%0.002%
4/10/2025 Romano Brothers AND Company6,233$385K0.0%+3.3%0.001%
4/10/2025 Smith Anglin Financial LLC1,417,070$87.55M9.3%+0.8%0.288%
4/9/2025 Freestate Advisors LLC16,503$1.02M1.0%-35.7%0.003%
4/9/2025 RFG Advisory LLC46,123$2.85M0.1%-1.5%0.009%
4/9/2025 McLean Asset Management Corp23,593$1.46M0.4%+4.6%0.005%
4/9/2025 HBW Advisory Services LLC45,835$2.83M0.4%+6.0%0.009%
4/9/2025 Roxbury Financial LLC11,315$726K0.7%+4.3%0.002%
4/9/2025 Cypress Financial Planning LLC188,605$11.65M4.2%-3.1%0.038%
4/9/2025 Quad Cities Investment Group LLC101,670$6.28M3.1%+8.6%0.021%
4/9/2025 Sweeney & Michel LLC361,780$22.35M9.0%N/A0.074%
4/9/2025 NBC Securities Inc.2,080$128K0.0%+103,900.0%0.000%
4/9/2025 West Financial Advisors LLC1,098$68K0.0%-33.0%0.000%
4/9/2025 Future Financial Wealth Managment LLC5,406$334K0.2%-8.4%0.001%
4/9/2025 SigFig Wealth Management LLC10,828$662K0.0%-11.3%0.002%
4/9/2025 Advance Capital Management Inc.10,329$638K0.0%+27.0%0.002%
4/9/2025 JGP Wealth Management LLC445,984$27.55M3.6%+59.3%0.091%
4/9/2025 180 Wealth Advisors LLC52,881$3.26M0.5%-7.9%0.011%
4/8/2025 Rooted Wealth Advisors Inc.248,475$14.02M5.8%-3.0%0.050%
4/8/2025 Legacy Financial Strategies LLC555,757$34.34M7.5%+2.1%0.113%
4/8/2025 Rothschild Investment LLC7,161$442K0.0%+5.8%0.001%
4/7/2025 Summit Global Investments4,004$247K0.0%N/A0.001%
4/7/2025 GAMMA Investing LLC3,745,460$231.40M0.0%+6,536.2%0.761%
4/7/2025 Eastover Investment Advisors LLC5,428$335K0.2%-40.5%0.001%
4/7/2025 FC Advisory LLC188,100$11.62M3.9%+3.7%0.038%
4/4/2025 Capital Market Strategies LLC5,023$310K0.2%-53.5%0.001%
4/3/2025 Central Pacific Bank Trust Division6,651$411K0.1%-21.9%0.001%
4/1/2025 Modus Advisors LLC171,859$10.62M3.5%+1.2%0.035%
4/1/2025 MassMutual Private Wealth & Trust FSB2,834$175K0.0%+17.5%0.001%
3/27/2025Milestone Asset Management Group LLC48,528$2.98M2.7%N/A0.010%
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%
3/17/2025Wealth Enhancement Advisory Services LLC614,583$37.70M0.1%+18.5%0.125%
3/12/2025Centaurus Financial Inc.11,729$719K0.0%+1.6%0.002%
3/6/2025Copia Wealth Management2,165$133K0.1%N/A0.000%
3/6/2025Elite Financial Inc.22,355$1.37M0.7%N/A0.005%
3/6/2025Wood Tarver Financial Group LLC2,946$180K0.1%N/A0.001%
3/6/2025TFR Capital LLC.3,643$223K0.1%N/A0.001%
3/5/2025Financial Insights Inc.35,580$2.18M0.8%-6.3%0.007%
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3/5/2025Probity Advisors Inc.10,160$623K0.1%-6.2%0.002%
2/28/2025Park Square Financial Group LLC1,604$98K0.1%N/A0.000%
2/27/2025Bernard Wealth Management Corp.7,861$482K0.2%N/A0.002%
2/26/2025LM Advisors LLC4,684$287K0.0%+11.6%0.001%
2/25/2025Heck Capital Advisors LLC6,321$388K0.0%N/A0.001%
2/25/2025Leigh Baldwin & CO. LLC49,224$3.02M1.7%N/A0.010%
2/25/2025B. Riley Wealth Advisors Inc.118,596$7.28M0.2%-2.1%0.025%
2/25/2025Integrated Advisors Network LLC126,888$7.78M0.4%+14.6%0.027%
2/24/2025Liberty Square Wealth Partners LLC3,899$249K0.1%N/A0.001%
2/24/2025Great Valley Advisor Group Inc.72,792$4.47M0.1%-0.8%0.015%
(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, 1,161 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 999 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), GAMMA Investing LLC ($3.75M), Houlihan Financial Resource Group Ltd. ($3.22M), Strategic Financial Concepts LLC ($2.60M), and JPMorgan Chase & Co. ($1.84M).

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

Institutional investors have bought a total of 88,277,435 shares in the last 24 months. This purchase volume represents approximately $4.97B in transactions.

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

Of the 675 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: 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), Ameriprise Financial Inc. ($1.71M), and Advocacy Wealth Management Services LLC ($1.11M).

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

Institutional investors have sold a total of 73,393,752 shares in the last 24 months. This volume of shares sold represents approximately $4.17B in transactions.


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This page (NYSEARCA:DGRO) was last updated on 4/15/2025 by MarketBeat.com Staff
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