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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$67.88 -0.16 (-0.24%)
As of 03:06 PM 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)
856
Total
Institutional Inflows
(last 12 months)
$3.83B
Number of
Institutional Sellers
(last 12 months)
579
Total
Institutional Outflows
(last 12 months)
$2.32B
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DGRO Institutional Buying and Selling by Quarter

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
9/12/2025 Valeo Financial Advisors LLC14,652$937K0.0%+1.6%0.003%
9/9/2025 Cambridge Financial Group LLC47,785$3.06M1.1%+10.9%0.009%
9/9/2025 NWF Advisory Services Inc.3,259$208K0.0%N/A0.001%
9/4/2025 SevenBridge Financial Group LLC38,643$2.54M0.5%+10.7%0.008%
9/4/2025 Osaic Holdings Inc.1,490,243$95.27M0.2%+13.8%0.296%
9/3/2025 American Trust917,657$58.68M5.5%+44.5%0.182%
8/29/2025 Total Investment Management Inc.846$54K0.0%N/A0.000%
8/29/2025 Centaurus Financial Inc.13,017$832K0.0%+2.9%0.003%
8/27/2025 Orion Porfolio Solutions LLC128,532$8.22M0.1%+3.9%0.026%
8/26/2025 Thrivent Financial for Lutherans101,380$6.48M0.0%+16.9%0.020%
8/25/2025 Silverlake Wealth Management LLC17,859$1.14M0.3%N/A0.004%
8/19/2025 B. Riley Wealth Advisors Inc.116,307$7.44M0.3%N/A0.023%
8/19/2025 Newbridge Financial Services Group Inc.25,420$1.63M0.3%+26.5%0.005%
8/19/2025 Advisory Services Network LLC130,437$8.43M0.1%+15.2%0.026%
8/19/2025 Anchor Investment Management LLC26,099$1.67M0.1%+2.8%0.005%
8/19/2025 Asset Dedication LLC118,356$7.57M0.5%+21.4%0.024%
8/19/2025 Hohimer Wealth Management LLC3,202$205K0.0%N/A0.001%
8/18/2025 Tactive Advisors LLC6,949$444K0.1%N/A0.001%
8/18/2025 Geneos Wealth Management Inc.90,761$5.80M0.1%+108.5%0.018%
8/16/2025 Evergreen Capital Management LLC25,675$1.64M0.0%+20.3%0.005%
8/16/2025 Headlands Technologies LLC4,547$291K0.0%-20.8%0.001%
8/15/2025 High Falls Advisors Inc6,910$442K0.1%+58.6%0.001%
8/15/2025 Tower Research Capital LLC TRC 1,651$106K0.0%+54,933.3%0.000%
8/15/2025 FFT Wealth Management LLC658,709$42.70M8.4%+2.1%0.131%
8/15/2025 LGL Partners LLC101,716$6.59M2.9%-0.2%0.020%
8/15/2025 Corient Private Wealth LLC41,095$2.63M0.0%+21.3%0.008%
8/15/2025 Equitable Holdings Inc.414,793$26.52M0.2%+6.6%0.082%
8/15/2025 Florida Financial Advisors LLC3,668$235K0.1%-22.1%0.001%
8/15/2025 Northeast Financial Consultants Inc1,460,398$93.38M3.8%-0.6%0.290%
8/15/2025 Captrust Financial Advisors686,857$43.92M0.1%-3.2%0.137%
8/15/2025 Montag & Caldwell LLC10,771$689K0.2%N/A0.002%
8/15/2025 Lantern Wealth Advisors LLC55,538$3.55M2.0%N/A0.011%
8/15/2025 Two Sigma Securities LLC4,430$283K0.0%N/A0.001%
8/15/2025 Talisman Wealth Advisors LLC117,330$7.50M6.7%+8.4%0.023%
8/15/2025 Tandem Wealth Advisors LLC238,806$15.27M7.6%+19.7%0.047%
8/15/2025 Smartleaf Asset Management LLC33,462$2.13M0.2%+8.2%0.007%
8/15/2025 Snowden Capital Advisors LLC44,476$2.84M0.1%+9.6%0.009%
8/15/2025 Redwood Financial Network Corp10,119$647K0.4%-4.6%0.002%
8/15/2025 Ruggaard & Associates LLC28,469$1.82M0.7%+39.1%0.006%
8/15/2025 Orion Porfolio Solutions LLC24,389$1.56M0.0%-80.3%0.005%
8/15/2025 MML Investors Services LLC4,534,983$289.97M0.8%+25.9%0.901%
8/15/2025 Modern Wealth Management LLC14,706$940K0.0%+24.8%0.003%
8/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.183,805$11.75M2.0%-9.0%0.037%
8/15/2025 Houlihan Financial Resource Group Ltd.107,036$6.88M2.9%-1.0%0.021%
8/15/2025 IHT Wealth Management LLC75,347$4.82M0.1%+25.9%0.015%
8/15/2025 Great Valley Advisor Group Inc.69,088$4.42M0.1%-8.3%0.014%
8/15/2025 Gallagher Fiduciary Advisors LLC142,821$9.13M0.0%-20.3%0.028%
8/15/2025 EP Wealth Advisors LLC96,389$6.16M0.0%-13.2%0.019%
8/15/2025 Curi Capital LLC15,105$966K0.0%+11.5%0.003%
8/15/2025 Benjamin Edwards Inc.49,358$3.16M0.0%+5.0%0.010%
8/15/2025 Bank of America Corp DE18,467,081$1.18B0.1%+2.3%3.670%
8/15/2025 Ameriprise Financial Inc.7,904,167$504.80M0.1%+15.8%1.571%
8/14/2025 Connecticut Wealth Management LLC106,226$6.79M0.3%-1.2%0.021%
8/14/2025 Strategic Wealth Investment Group LLC453$29K0.0%N/A0.000%
8/14/2025 Florida Financial Advisors LLC4,266$274K0.2%-9.4%0.001%
8/14/2025 MGB Wealth Management LLC3,153$202K0.1%+221.1%0.001%
8/14/2025 Ausdal Financial Partners Inc.16,686$1.07M0.1%-5.0%0.003%
8/14/2025 Raymond James Financial Inc.10,009,467$640.01M0.2%-2.2%1.989%
8/14/2025 Darwin Wealth Management LLC673$43K0.0%N/A0.000%
8/14/2025 Quantinno Capital Management LP10,136$648K0.0%N/A0.002%
8/14/2025 HUB Investment Partners LLC9,169$586K0.0%-2.3%0.002%
8/14/2025 Ieq Capital LLC118,919$7.60M0.0%-10.3%0.024%
8/14/2025 Main Street Financial Solutions LLC12,191$779K0.1%+2.6%0.002%
8/14/2025 FWL Investment Management LLC4,934$315K0.1%-15.7%0.001%
8/14/2025 Glenview Trust co9,516$608K0.0%+7.2%0.002%
8/14/2025 NewEdge Advisors LLC725,560$46.39M0.2%+5.8%0.144%
8/14/2025 Integrated Investment Consultants LLC106,841$6.83M1.3%+16.9%0.021%
8/14/2025 Qube Research & Technologies Ltd8,745$559K0.0%-16.5%0.002%
8/14/2025 Baker Avenue Asset Management LP140,556$8.99M0.3%-1.6%0.028%
8/14/2025 Balance Wealth LLC7,419$474K0.3%-3.9%0.001%
8/14/2025 Cerity Partners LLC70,554$4.51M0.0%-6.8%0.014%
8/13/2025 PGIM Custom Harvest LLC5,835$373K0.0%-55.7%0.001%
8/13/2025 Shepherd Financial Partners LLC158,631$10.14M1.1%+8.0%0.032%
8/13/2025 Morton Community Bank282,892$18.09M4.5%+4.3%0.056%
8/13/2025 StoneX Group Inc.27,195$1.74M0.1%-2.3%0.005%
8/13/2025 Seven Springs Wealth Group LLC1,086,095$69.45M17.2%+7.8%0.216%
8/13/2025 SageView Advisory Group LLC8,286$543K0.0%-14.4%0.002%
8/13/2025 Diametric Capital LP9,064$580K0.3%N/A0.002%
8/13/2025 Cresset Asset Management LLC116,985$7.48M0.0%+4.5%0.023%
8/13/2025 Brown Advisory Inc.51,460$3.29M0.0%+1.3%0.010%
8/13/2025 SCS Capital Management LLC8,259$528K0.0%N/A0.002%
8/13/2025 GeoWealth Management LLC15,626$999K0.0%+96.1%0.003%
8/13/2025 Royal Fund Management LLC123,376$7.89M0.8%+1.7%0.025%
8/13/2025 Veltria Advisors Corp.71,200$4.55M3.0%N/A0.014%
8/13/2025 Baird Financial Group Inc.929,653$59.44M0.1%-2.0%0.185%
8/13/2025 EverSource Wealth Advisors LLC238,943$15.28M0.7%+19.2%0.047%
8/13/2025 Trek Financial LLC6,552$419K0.0%+9.3%0.001%
8/13/2025 CW Advisors LLC95,908$6.13M0.1%+2.0%0.019%
8/13/2025 River Wealth Advisors LLC8,100$518K0.1%-3.0%0.002%
8/13/2025 Fort Sheridan Advisors LLC10,226$654K0.1%-10.6%0.002%
8/13/2025 WCG Wealth Advisors LLC36,753$2.35M0.2%+3.5%0.007%
8/13/2025 Beacon Pointe Advisors LLC41,061$2.63M0.0%-22.3%0.008%
8/13/2025 Willis Johnson & Associates Inc.9,617$615K0.0%+24.7%0.002%
8/13/2025 Edgestream Partners L.P.5,624$360K0.0%+70.0%0.001%
8/13/2025 Smith Moore & CO.89,484$5.72M0.5%-2.4%0.018%
8/13/2025 VestGen Advisors LLC17,085$1.10M0.0%-2.7%0.003%
8/13/2025 Lido Advisors LLC19,070$1.22M0.0%+2.7%0.004%
8/13/2025 Tobias Financial Advisors Inc.3,634$232K0.0%-7.3%0.001%
8/13/2025 Colonial Trust Advisors261,003$16.69M1.4%+3.5%0.052%
8/13/2025 Measured Wealth Private Client Group LLC57,981$3.71M1.1%+13.5%0.012%
(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, 1,219 institutional investors and hedge funds held shares of iShares Core Dividend Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.18B), LPL Financial LLC ($969.80M), Morgan Stanley ($938.98M), Envestnet Asset Management Inc. ($865.42M), Wealthfront Advisers LLC ($850.21M), Raymond James Financial Inc. ($640.01M), and Capital Investment Advisors LLC ($509.04M).Learn more on iShares Core Dividend Growth ETF's institutional investors.

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

Of the 1,052 institutional investors that purchased iShares Core Dividend Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($10.23M), Envestnet Asset Management Inc. ($4.48M), LPL Financial LLC ($4.31M), GAMMA Investing LLC ($3.76M), Jones Financial Companies Lllp ($2.94M), Kingstone Capital Partners Texas LLC ($2.74M), and Strategic Financial Concepts LLC ($2.62M).

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

Institutional investors have bought a total of 61,511,519 shares in the last 24 months. This purchase volume represents approximately $3.83B in transactions.

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

Of the 579 institutional investors that sold iShares Core Dividend Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthfront Advisers LLC ($14.19M), Jones Financial Companies Lllp ($2.38M), Envestnet Asset Management Inc. ($1.96M), Jane Street Group LLC ($1.07M), CWM LLC ($1.03M), Bank of New York Mellon Corp ($872.82K), and Bogart Wealth LLC ($843.93K).

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

Institutional investors have sold a total of 37,302,518 shares in the last 24 months. This volume of shares sold represents approximately $2.32B in transactions.


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This page (NYSEARCA:DGRO) was last updated on 9/12/2025 by MarketBeat.com Staff
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