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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$60.91 -1.63 (-2.61%)
(As of 12/18/2024 05:45 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
588
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
429
Total
Institutional Outflows
(last 12 months)
$2.25B
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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
12/12/2024 Brass Tax Wealth Management Inc.175,495$11.00M4.2%-4.3%0.037%
12/11/2024 Alternative Investment Advisors LLC.193,449$12.13M6.4%+0.5%0.041%
11/29/2024 American Trust1,431,025$89.71M7.4%+6.8%0.302%
11/25/2024 Synovus Financial Corp47,490$2.98M0.0%+16.2%0.010%
11/25/2024 Wilmington Savings Fund Society FSB5,989$375K0.0%N/A0.001%
11/25/2024 World Investment Advisors LLC37,058$2.32M0.1%+45.8%0.008%
11/25/2024 Sanctuary Advisors LLC903,220$58.04M0.4%+12.7%0.191%
11/21/2024 Anchor Investment Management LLC26,271$1.65M0.2%+142.2%0.006%
11/20/2024 Virtu Financial LLC4,000$251K0.0%N/A0.001%
11/19/2024 Invst LLC40,396$2.53M0.3%+41.2%0.009%
11/18/2024 TD Private Client Wealth LLC815,623$51.13M1.5%+13.2%0.172%
11/18/2024 Hobbs Group Advisors LLC4,610$289K0.1%+5.2%0.001%
11/18/2024 Arete Wealth Advisors LLC78,600$4.91M0.4%+24.1%0.017%
11/18/2024 Sunbelt Securities Inc.80,918$5.07M0.5%+2.0%0.017%
11/18/2024 Continental Investors Services Inc.6,629$414K0.9%-4.8%0.001%
11/18/2024 Empire Financial Management Company LLC6,459$405K0.1%+2.7%0.001%
11/18/2024 Coldstream Capital Management Inc.4,985$313K0.0%-28.2%0.001%
11/15/2024 High Falls Advisors Inc8,156$511K0.1%-12.0%0.002%
11/15/2024 Continuum Advisory LLC6,241$396K0.0%-16.9%0.001%
11/15/2024 Drucker Wealth 3.0 LLC14,328$898K0.2%-12.6%0.003%
11/15/2024 MML Investors Services LLC3,796,963$238.03M0.9%+20.4%0.802%
11/15/2024 Headinvest LLC10,560$662K0.1%-1.7%0.002%
11/15/2024 Northeast Financial Consultants Inc1,410,106$88.40M3.9%+0.2%0.298%
11/15/2024 Mosaic Financial Group LLC16,638$1.04M0.7%-8.2%0.004%
11/15/2024 Orion Portfolio Solutions LLC140,002$8.78M0.2%-7.2%0.030%
11/15/2024 Zacks Investment Management187,245$11.74M0.1%+4.8%0.040%
11/15/2024 National Bank of Canada FI158,970$9.97M0.0%+5.5%0.034%
11/15/2024 Glen Eagle Advisors LLC94,968$5.95M1.0%-0.7%0.020%
11/15/2024 EP Wealth Advisors LLC82,704$5.19M0.0%-1.5%0.017%
11/15/2024 Kovitz Investment Group Partners LLC17,096$995K0.0%+164.6%0.004%
11/15/2024 Stifel Financial Corp2,120,359$132.93M0.1%+4.4%0.448%
11/15/2024 SWAN Capital LLC793$50K0.0%N/A0.000%
11/15/2024 SageView Advisory Group LLC15,298$959K0.0%-24.8%0.003%
11/15/2024 IHT Wealth Management LLC78,016$4.89M0.1%+69.7%0.016%
11/15/2024 Integrated Wealth Concepts LLC210,023$13.17M0.2%+8.8%0.044%
11/15/2024 HighTower Advisors LLC3,110,822$195.01M0.3%+2.2%0.657%
11/15/2024 Hilltop Holdings Inc.91,275$5.72M0.4%+86.9%0.019%
11/15/2024 Arrowroot Family Office LLC10,511$659K0.4%-16.0%0.002%
11/15/2024 Ascent Group LLC3,637$228K0.0%-21.0%0.001%
11/15/2024 Benjamin Edwards Inc.41,077$2.58M0.0%+15,638.3%0.009%
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11/14/2024 Morton Community Bank260,571$16.34M4.3%+0.4%0.055%
11/14/2024 Edgestream Partners L.P.4,756$298K0.0%+14.4%0.001%
11/14/2024 TRUE Private Wealth Advisors6,278$394K0.0%+6.9%0.001%
11/14/2024 Captrust Financial Advisors716,937$44.95M0.1%-0.7%0.151%
11/14/2024 Rockefeller Capital Management L.P.419,874$26.29M0.1%-5.5%0.089%
11/14/2024 Financial Counselors Inc.8,304$521K0.0%+90.2%0.002%
11/14/2024 National Wealth Management Group LLC6,556$411K0.3%+5.9%0.001%
11/14/2024 Stone House Investment Management LLC2,973$186K0.0%-27.3%0.001%
11/14/2024 First Commonwealth Financial Corp PA3,891$244K0.1%-25.1%0.001%
11/14/2024 CreativeOne Wealth LLC19,504$1.22M0.0%+6.4%0.004%
11/13/2024 Glenmede Trust Co. NA13,098$821K0.0%+48.9%0.003%
11/13/2024 Freedom Investment Management Inc.160,684$10.07M0.8%-8.7%0.034%
11/13/2024 Townsquare Capital LLC42,753$2.68M0.0%-6.3%0.009%
11/13/2024 D.A. Davidson & CO.116,534$7.31M0.1%-9.5%0.025%
11/13/2024 FMR LLC7,817,718$490.09M0.0%-1.0%1.651%
11/13/2024 Bank of Montreal Can31,832$1.99M0.0%+17.5%0.007%
11/13/2024 Capital Square LLC3,241$203K0.1%N/A0.001%
11/13/2024 Private Trust Co. NA16,689$1.05M0.1%+8.4%0.004%
11/13/2024 Truvestments Capital LLC440$28K0.0%N/A0.000%
11/13/2024 Alliance Wealth Management Group18,659$1.17M0.3%+7.0%0.004%
11/13/2024 Pacific Financial Group Inc.82,172$5.15M3.8%-14.9%0.017%
11/13/2024 Davis R M Inc.3,200$201K0.0%-33.3%0.001%
11/13/2024 Prosperity Financial Group Inc.3,259$204K0.1%N/A0.001%
11/13/2024Fisher Asset Management LLC3,319$208K0.0%N/A0.001%
11/12/2024 Capital Investment Counsel LLC113,870$7.14M1.2%+3.6%0.024%
11/12/2024 Journey Advisory Group LLC211,229$12.17M1.4%-1.6%0.045%
11/12/2024Larson Financial Group LLC38,029$2.38M0.1%-3.0%0.008%
11/12/2024 StoneX Group Inc.45,896$2.88M0.3%+5.9%0.010%
11/12/2024 Lane & Associates LLC5,831$366K0.2%-4.4%0.001%
11/12/2024 Towercrest Capital Management94,222$5.91M0.9%+0.7%0.020%
11/12/2024 Kingsview Wealth Management LLC139,022$8.72M0.2%+37.9%0.029%
11/12/2024 Cerity Partners LLC76,616$4.80M0.0%+46.2%0.016%
11/12/2024 Great Valley Advisor Group Inc.73,391$4.60M0.1%+10.6%0.016%
11/12/2024 Certified Advisory Corp28,123$1.76M0.2%-1.9%0.006%
11/12/2024 Nicolet Advisory Services LLC3,669$228K0.0%-10.6%0.001%
11/12/2024 Flagstar Advisors Inc.249,902$15.67M4.0%+0.5%0.053%
11/12/2024 Nwam LLC3,849$241K0.0%N/A0.001%
11/12/2024 Meridian Wealth Management LLC183,238$11.49M0.6%+12.4%0.039%
11/12/2024 Icon Wealth Advisors LLC3,913$245K0.0%-83.6%0.001%
11/12/2024 Citigroup Inc.137,902$8.65M0.0%-15.7%0.029%
11/12/2024 Concorde Asset Management LLC3,378$212K0.1%N/A0.001%
11/12/2024 Wrenne Financial Planning LLC3,340$209K0.1%N/A0.001%
11/12/2024 Smithfield Trust Co16,887$1.06M0.1%+30.9%0.004%
11/9/2024 LPL Financial LLC13,363,898$837.78M0.4%+3.2%2.823%
11/8/2024 Citizens Financial Group Inc. RI9,395$589K0.0%N/A0.002%
11/8/2024 EverSource Wealth Advisors LLC179,671$11.26M0.7%+8.0%0.038%
11/8/2024 Stonebridge Financial Planning Group LLC98,541$6.18M2.9%+1.2%0.021%
11/8/2024 Darwin Wealth Management LLC1,670$105K0.0%N/A0.000%
11/8/2024 Cedar Wealth Management LLC25,769$1.62M0.5%-1.9%0.005%
11/8/2024 Etfidea LLC578,709$36.28M11.5%+0.7%0.122%
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11/8/2024 First Horizon Advisors Inc.174,281$10.93M0.3%+0.6%0.037%
11/8/2024 Howe & Rusling Inc.51,852$3.25M0.3%-3.3%0.011%
11/8/2024 Commerce Bank7,539$473K0.0%+4.2%0.002%
11/8/2024 MWA Asset Management13,817$866K0.6%-1.7%0.003%
11/8/2024 Kraft Davis & Associates LLC11,424$709K0.2%+4.9%0.002%
11/8/2024 Avior Wealth Management LLC1,689,589$105.92M4.2%+2.0%0.357%
11/8/2024 Counterweight Ventures LLC26,682$1.67M1.2%-7.1%0.006%
11/8/2024 PNC Financial Services Group Inc.7,842,422$491.64M0.3%+1.4%1.656%
11/8/2024 SouthState Corp17,061$1.07M0.1%+13.5%0.004%
11/7/2024 Prospera Financial Services Inc152,557$9.57M0.2%+0.9%0.032%
(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, 1,047 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 899 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. ($2.09M), 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 75,200,190 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 650 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 94,631,154 shares in the last 24 months. This volume of shares sold represents approximately $5.04B in transactions.



This page (NYSEARCA:DGRO) was last updated on 12/19/2024 by MarketBeat.com Staff
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