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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$60.79 +0.80 (+1.33%)
As of 05/2/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
747
Total
Institutional Inflows
(last 12 months)
$3.03B
Number of
Institutional Sellers
(last 12 months)
494
Total
Institutional Outflows
(last 12 months)
$3.20B
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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
5/2/2025 Sachetta LLC4,023$249K0.1%-12.5%0.001%
5/2/2025 Kingsview Wealth Management LLC149,148$9.21M0.2%+1.7%0.030%
5/2/2025 Montis Financial LLC14,193$877K0.3%-25.6%0.003%
5/2/2025 Bailard Inc.34,047$2.10M0.1%-1.0%0.007%
5/2/2025 Concord Wealth Partners133,478$8.25M1.4%-44.8%0.027%
5/2/2025 Graypoint LLC98,072$6.06M0.4%-9.4%0.020%
5/2/2025 Litman Gregory Wealth Management LLC394,539$24.38M2.1%+12.6%0.080%
5/2/2025 Verdence Capital Advisors LLC47,469$2.93M0.2%+16.7%0.010%
5/2/2025 Mayflower Financial Advisors LLC23,427$1.45M0.2%+2.7%0.005%
5/2/2025 Lineweaver Wealth Advisors LLC112,439$6.95M1.2%-2.2%0.023%
5/2/2025 Allen Capital Group LLC10,165$628K0.1%+3.5%0.002%
5/2/2025 Summit X LLC8,787$543K0.1%+6.8%0.002%
5/2/2025 Cullen Frost Bankers Inc.17,404$1.08M0.0%-24.6%0.004%
5/2/2025 BIP Wealth LLC3,665$226K0.0%N/A0.001%
5/2/2025 Bryn Mawr Capital Management LLC35,692$2.21M0.1%+7.6%0.007%
5/2/2025 Concord Asset Management LLC VA87,996$5.17M1.1%-57.7%0.018%
5/2/2025 Larson Financial Group LLC41,752$2.58M0.1%+3.9%0.008%
5/2/2025 Wealthfront Advisers LLC16,883,038$1.04B3.0%-2.6%3.409%
5/2/2025 First Business Financial Services Inc.936,380$57.85M5.7%+3.5%0.189%
5/2/2025 Schwarz Dygos Wheeler Investment Advisors LLC315,468$19.49M4.6%+3.3%0.064%
5/2/2025 First Command Advisory Services Inc.1,507,459$93.19M0.9%-0.6%0.304%
5/2/2025 Graybill Wealth Management LTD.702$43K0.0%N/A0.000%
5/2/2025 Leo Wealth LLC3,255$201K0.0%-91.9%0.001%
5/2/2025 Apollon Financial LLC7,424$459K0.1%+6.6%0.001%
5/2/2025 Apollon Wealth Management LLC26,669$1.65M0.0%+9.0%0.005%
5/2/2025 Prepared Retirement Institute LLC23,256$1.44M0.9%-16.1%0.005%
5/2/2025 Bogart Wealth LLC3,428$212K0.0%-99.6%0.001%
5/2/2025 Sigma Planning Corp809,093$49.99M1.6%+33.8%0.163%
5/2/2025 Catalyst Financial Partners LLC7,967$492K0.1%+7.9%0.002%
5/2/2025 Signaturefd LLC976$60K0.0%-52.3%0.000%
5/2/2025 Edgestream Partners L.P.3,309$204K0.0%N/A0.001%
5/1/2025 Florida Financial Advisors LLC4,710$290K0.1%+14.9%0.001%
5/1/2025 Whitener Capital Management Inc.7,250$448K0.1%-5.2%0.001%
5/1/2025 Kerntke Otto McGlone Wealth Management Group190,659$11.78M10.3%-31.9%0.039%
5/1/2025 Asset Dedication LLC97,489$6.02M0.5%-11.7%0.020%
5/1/2025 Smith Thornton Advisors LLC67,116$4.15M2.6%+12.4%0.014%
5/1/2025 ADG Wealth Management Group LLC108,791$6.73M6.5%-2.2%0.022%
5/1/2025 CWM LLC72,105$4.46M0.0%+8.6%0.015%
5/1/2025 Hughes Financial Services LLC684$42K0.0%N/A0.000%
5/1/2025 Stephens Inc. AR109,673$6.78M0.1%+11.0%0.022%
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5/1/2025 Prism Advisors Inc.52,002$3.21M1.0%-5.8%0.011%
5/1/2025 Stillwater Wealth Management Group67,580$4.18M3.6%+23.0%0.014%
5/1/2025 Quest 10 Wealth Builders Inc.28,858$1.81M1.9%+2.2%0.006%
5/1/2025 Lane & Associates LLC8,512$526K0.3%+12.7%0.002%
5/1/2025 Fifth Third Securities Inc.414,885$25.63M2.2%+2.7%0.084%
5/1/2025 Park Square Financial Group LLC1,217$75K0.1%-24.1%0.000%
5/1/2025 Gateway Wealth Partners LLC6,171$381K0.1%-22.2%0.001%
5/1/2025 Greater Midwest Financial Group LLC18,995$1.17M0.8%-5.0%0.004%
5/1/2025 Fingerlakes Wealth Management Inc.22,827$1.41M1.2%+4.9%0.005%
4/30/2025 Sharkey Howes & Javer7,454$461K0.1%-13.7%0.002%
4/30/2025 Cerity Partners LLC75,675$4.68M0.0%+8.5%0.015%
4/30/2025 Correct Capital Wealth Management773,958$47.82M7.7%-1.6%0.156%
4/30/2025 Round Rock Advisors LLC10,107$624K0.1%+18.3%0.002%
4/30/2025 Allworth Financial LP171,307$10.18M0.1%-1.6%0.035%
4/30/2025 Stonebrook Private Inc.4,036$249K0.1%-32.0%0.001%
4/30/2025 Pineridge Advisors LLC1,106$68K0.0%-36.8%0.000%
4/30/2025 Forza Wealth Management LLC51,093$3.16M1.4%-1.7%0.010%
4/30/2025 Moloney Securities Asset Management LLC15,268$943K0.1%+5.5%0.003%
4/30/2025 Axxcess Wealth Management LLC26,412$1.63M0.0%N/A0.005%
4/30/2025 Twelve Points Wealth Management LLC45,967$2.84M0.8%-12.9%0.009%
4/30/2025 Rehmann Capital Advisory Group9,675$598K0.0%+34.2%0.002%
4/30/2025 Cornerstone Planning Group LLC504$30K0.0%N/A0.000%
4/30/2025 Principal Securities Inc.103,878$6.37M0.1%+3.6%0.021%
4/30/2025 Optimum Investment Advisors24,750$1.53M0.7%+10.5%0.005%
4/30/2025 Trek Financial LLC5,994$370K0.0%N/A0.001%
4/30/2025 OMNI 360 Wealth Inc.35,382$2.19M1.3%+1.1%0.007%
4/30/2025 M&T Bank Corp4,534$280K0.0%N/A0.001%
4/30/2025 Stratos Wealth Partners LTD.518,465$32.03M0.5%+37.5%0.105%
4/30/2025 Stratos Wealth Advisors LLC111,169$6.87M0.4%-26.9%0.022%
4/30/2025 Stratos Investment Management LLC197,262$12.19M0.6%+14.0%0.040%
4/30/2025 Geneva Partners LLC4,076$252K0.1%+20.3%0.001%
4/30/2025 Garrett Wealth Advisory Group LLC6,952$429K0.1%-7.7%0.001%
4/30/2025 Investment Partners LTD.22,261$1.38M0.6%-11.3%0.004%
4/30/2025 Brown Advisory Inc.50,795$3.14M0.0%+9.3%0.010%
4/30/2025 Davidson Investment Advisors121,521$7.51M0.4%-7.7%0.025%
4/29/2025 U.S. Capital Wealth Advisors LLC9,162$566K0.0%-83.0%0.002%
4/29/2025 Sightline Wealth Advisors LLC23,584$1.46M0.8%+156.2%0.005%
4/29/2025 Brass Tax Wealth Management Inc.214,094$13.23M2.8%+4.6%0.043%
4/29/2025 Financial Counselors Inc.18,105$1.12M0.0%+260.2%0.004%
4/29/2025 TD Private Client Wealth LLC1,122,671$69.36M1.9%+15.1%0.227%
4/29/2025 Envestnet Asset Management Inc.9,507,635$587.38M0.2%-10.8%1.920%
4/29/2025 Investor s Fiduciary Advisor Network LLC18,209$1.12M0.5%+5.0%0.004%
4/29/2025 Forte Asset Management LLC159,626$9.86M5.0%-1.4%0.032%
4/29/2025 Jackson Wealth Management LLC225,055$13.90M1.7%+2.1%0.045%
4/29/2025 Capital Planning LLC347,400$21.46M6.0%-0.4%0.070%
4/29/2025 Whelan Financial8,181$505K0.2%-2.4%0.002%
4/29/2025 Adell Harriman & Carpenter Inc.11,738$725K0.1%+3.3%0.002%
4/29/2025 Concurrent Investment Advisors LLC35,288$2.18M0.1%-1.7%0.007%
4/29/2025 Fairway Financial LLC151,841$9.38M8.5%+1.3%0.031%
4/29/2025 HM Payson & Co.12,539$775K0.0%-4.9%0.003%
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4/29/2025 Bank of New York Mellon Corp970,959$59.99M0.0%+3.4%0.196%
4/29/2025 Elite Financial Inc.22,855$1.41M0.7%+2.2%0.005%
4/29/2025 World Investment Advisors57,657$3.56M0.1%+5.4%0.012%
4/29/2025 Wayfinding Financial LLC1,147$70K0.0%N/A0.000%
4/29/2025 Truist Financial Corp3,006,133$185.72M0.3%-4.3%0.607%
4/29/2025 Capital Investment Advisory Services LLC174,629$10.79M1.0%+2.0%0.035%
4/29/2025 Element Wealth LLC12,061$745K0.4%-8.2%0.002%
4/29/2025 Strategic Blueprint LLC139,705$8.63M0.5%+356.2%0.028%
4/29/2025 Brookstone Capital Management23,479$1.45M0.0%-6.3%0.005%
4/29/2025 Global Wealth Management Investment Advisory Inc.24,145$1.49M0.3%+2.7%0.005%
(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, 1,176 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), Wealthfront Advisers LLC ($1.04B), Morgan Stanley ($938.98M), LPL Financial LLC ($905.15M), Raymond James Financial Inc. ($616.82M), Envestnet Asset Management Inc. ($587.38M), and Raymond James Financial Services Advisors Inc. ($508.22M).Learn more on DGRO's institutional investors.

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

Of the 1,005 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), LPL Financial LLC ($4.20M), GAMMA Investing LLC ($3.75M), Houlihan Financial Resource Group Ltd. ($3.22M), Strategic Financial Concepts LLC ($2.62M), 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 85,677,425 shares in the last 24 months. This purchase volume represents approximately $4.87B in transactions.

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

Of the 714 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 ($10.60M), Houlihan Financial Resource Group Ltd. ($3.22M), Envestnet Asset Management Inc. ($2.86M), CWM LLC ($2.05M), 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 77,135,538 shares in the last 24 months. This volume of shares sold represents approximately $4.41B in transactions.



This page (NYSEARCA:DGRO) was last updated on 5/3/2025 by MarketBeat.com Staff
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