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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$61.20 -0.16 (-0.26%)
As of 05/23/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
776
Total
Institutional Inflows
(last 12 months)
$3.19B
Number of
Institutional Sellers
(last 12 months)
525
Total
Institutional Outflows
(last 12 months)
$2.07B
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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
5/22/2025 BOS Asset Management LLC5,079$314K0.1%+8.9%0.001%
5/21/2025 McAdam LLC7,707$476K0.0%-13.3%0.002%
5/21/2025 Geneos Wealth Management Inc.43,532$2.69M0.1%+12.9%0.009%
5/20/2025 Focus Partners Wealth636,927$39.35M0.1%-20.9%0.128%
5/20/2025 Integrity Alliance LLC.70,680$4.37M0.2%N/A0.014%
5/20/2025 Anchor Investment Management LLC25,376$1.57M0.1%-2.3%0.005%
5/19/2025 Jane Street Group LLC13,247$818K0.0%-75.3%0.003%
5/19/2025 SageView Advisory Group LLC9,677$598K0.0%-17.6%0.002%
5/16/2025 American Trust635,152$39.24M9.7%-54.9%0.128%
5/16/2025 Northeast Financial Consultants Inc1,469,209$90.77M4.0%+1.4%0.297%
5/16/2025 Ascent Group LLC5,797$358K0.0%+51.1%0.001%
5/16/2025 Coppell Advisory Solutions LLC279,964$17.30M1.4%+8,816.1%0.057%
5/16/2025 Arete Wealth Advisors LLC70,228$4.34M0.3%-11.3%0.014%
5/16/2025 Signature Estate & Investment Advisors LLC14,270$882K0.0%+68.7%0.003%
5/16/2025 Goldman Sachs Group Inc.4,523,223$279.45M0.0%+3.0%0.913%
5/16/2025 Knightsbridge Asset Management LLC162,985$10.07M2.5%+0.6%0.033%
5/16/2025 Jones Financial Companies Lllp1,846,200$108.12M0.1%-56.3%0.373%
5/16/2025 Talon Private Wealth LLC13,609$841K0.1%-22.3%0.003%
5/16/2025 Rise Advisors LLC445$27K0.0%N/A0.000%
5/16/2025 Ruggaard & Associates LLC20,468$1.27M0.6%+18.9%0.004%
5/16/2025 NewEdge Advisors LLC685,791$42.37M0.2%+16.5%0.138%
5/16/2025 Integrated Wealth Concepts LLC245,707$15.18M0.2%+5.9%0.050%
5/16/2025 Edmond DE Rothschild Holding S.A.3,000$185K0.0%-83.0%0.001%
5/16/2025 Curi RMB Capital LLC13,542$837K0.0%-15.9%0.003%
5/16/2025 AQR Capital Management LLC13,842$855K0.0%+95.4%0.003%
5/16/2025 Ancora Advisors LLC9,499$587K0.0%+4.4%0.002%
5/16/2025 Aprio Wealth Management LLC117,005$7.23M0.9%+6.1%0.024%
5/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.202,030$12.48M1.9%+1.1%0.041%
5/15/2025 EP Wealth Advisors LLC111,028$6.86M0.1%-12.4%0.022%
5/15/2025 LGL Partners LLC101,900$6.30M3.0%-67.1%0.021%
5/15/2025 Capital Investment Counsel LLC109,663$6.78M1.1%-2.0%0.022%
5/15/2025 Focus Partners Advisor Solutions LLC11,834$731K0.0%+4.6%0.002%
5/15/2025 First Financial Bankshares Inc3,915$242K0.0%+4.6%0.001%
5/15/2025 Royal Bank of Canada6,157,442$380.41M0.1%+3.7%1.243%
5/15/2025 MAI Capital Management258,565$15.97M0.1%-1.5%0.052%
5/15/2025 Calton & Associates Inc.4,997$309K0.1%N/A0.001%
5/15/2025 Brasada Capital Management LP13,341$824K0.2%-3.0%0.003%
5/15/2025 Second Line Capital LLC3,275$202K0.1%N/A0.001%
5/15/2025 Connecticut Wealth Management LLC107,474$6.64M0.3%-0.3%0.022%
5/15/2025 Baird Financial Group Inc.948,151$58.58M0.1%-1.2%0.191%
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5/15/2025 Evergreen Capital Management LLC21,350$1.32M0.0%+15.3%0.004%
5/15/2025 Vermillion & White Wealth Management Group LLC533$33K0.0%N/A0.000%
5/15/2025 WPG Advisers LLC2,100$130K0.1%N/A0.000%
5/15/2025 TD Capital Management LLC33,082$2.04M0.2%-2.1%0.007%
5/15/2025 Monterey Private Wealth Inc.147,778$9.13M2.7%+2.4%0.030%
5/15/2025 Oarsman Capital Inc.3,767$233K0.0%-11.0%0.001%
5/14/2025 Paces Ferry Wealth Advisors LLC7,287$450K0.2%-4.1%0.001%
5/14/2025 Note Advisors LLC3,998$247K0.2%-7.2%0.001%
5/14/2025 Ieq Capital LLC132,570$8.19M0.1%+12.2%0.027%
5/14/2025 Samalin Investment Counsel LLC55,225$3.41M1.4%+14.9%0.011%
5/14/2025 PKS Advisory Services LLC11,025$681K0.2%-4.4%0.002%
5/14/2025 WCG Wealth Advisors LLC35,525$2.20M0.2%-11.6%0.007%
5/14/2025 Talisman Wealth Advisors LLC108,252$6.69M6.7%+7.7%0.022%
5/14/2025 NCM Capital Management LLC19,360$1.20M0.5%-3.8%0.004%
5/14/2025 Islay Capital Management LLC25,527$1.58M1.1%-30.5%0.005%
5/14/2025 Apexium Financial LP197,389$12.20M0.7%+1.1%0.040%
5/14/2025 Tandem Wealth Advisors LLC199,548$12.31M6.4%-2.4%0.040%
5/14/2025 Comerica Bank559,326$34.56M0.1%+3.5%0.113%
5/14/2025 Freedom Investment Management Inc.4,549$281K0.0%-97.1%0.001%
5/14/2025 Synovus Financial Corp44,178$2.73M0.0%+1.2%0.009%
5/14/2025 Smartleaf Asset Management LLC30,919$1.89M0.2%+78.9%0.006%
5/14/2025 Biondo Investment Advisors LLC23,978$1.48M0.2%-1.4%0.005%
5/14/2025 Northwestern Mutual Wealth Management Co.2,078,455$128.41M0.1%+1.8%0.420%
5/14/2025 Sax Wealth Advisors LLC8,275$511K0.0%+26.1%0.002%
5/14/2025 Strategies Wealth Advisors LLC1,241,908$76.73M9.4%+3.1%0.251%
5/14/2025 Kestra Advisory Services LLC306,640$18.94M0.1%-0.4%0.062%
5/14/2025 Hobbs Group Advisors LLC6,138$379K0.1%+10.6%0.001%
5/14/2025 Ameriprise Financial Inc.6,823,749$421.76M0.1%-7.0%1.378%
5/14/2025 Guidance Point Advisors LLC52,514$3.24M0.9%+0.5%0.011%
5/14/2025 CW Advisors LLC94,036$5.81M0.1%+1,916.6%0.019%
5/14/2025 PGIM Custom Harvest LLC13,159$813K0.0%-16.0%0.003%
5/14/2025 Capital Analysts LLC249,359$15.41M0.6%+10.8%0.050%
5/14/2025 Level Four Advisory Services LLC72,432$4.48M0.2%+53.1%0.015%
5/14/2025 Venture Visionary Partners LLC11,625$718K0.0%-48.8%0.002%
5/14/2025 Legacy Financial Advisors Inc.187,094$11.56M1.9%-3.5%0.038%
5/14/2025 Colonial Trust Advisors252,147$15.58M1.4%+6.7%0.051%
5/14/2025 Lincoln Capital LLC9,738$569K0.1%-2.8%0.002%
5/14/2025 RWA Wealth Partners LLC23,699$1.46M0.0%+6.8%0.005%
5/13/2025 Aptus Capital Advisors LLC111,554$6.89M0.1%+17.3%0.023%
5/13/2025 Watts Gwilliam & Co. LLC20,728$1.28M0.3%+2.0%0.004%
5/13/2025 TriaGen Wealth Management LLC135,332$8.36M2.9%+0.8%0.027%
5/13/2025 Mill Creek Capital Advisors LLC81,460$5.03M0.1%-33.3%0.016%
5/13/2025 Freestone Capital Holdings LLC15,197$939K0.0%-3.2%0.003%
5/13/2025 Cascade Financial Partners LLC80,789$4.99M0.6%+2.0%0.016%
5/13/2025 Steward Partners Investment Advisory LLC660,103$40.78M0.4%+1.6%0.133%
5/13/2025 Raymond James Financial Inc.10,230,233$632.02M0.2%+1.7%2.066%
5/13/2025 DDFG Inc194,089$11.99M3.3%+9.3%0.039%
5/13/2025 Cresset Asset Management LLC111,921$6.91M0.0%-2.2%0.023%
5/13/2025 EverSource Wealth Advisors LLC200,510$12.39M0.7%+8.8%0.040%
5/13/2025 Leigh Baldwin & CO. LLC64,284$3.97M3.2%+30.6%0.013%
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5/13/2025 High Falls Advisors Inc4,357$269K0.1%-10.4%0.001%
5/13/2025 Horizon Investments LLC507,236$31.34M0.9%+473,952.3%0.102%
5/13/2025 Kovitz Investment Group Partners LLC36,486$2.25M0.0%+1.5%0.007%
5/13/2025 Vestmark Advisory Solutions Inc.538,354$33.26M0.9%-8.5%0.109%
5/13/2025 Heck Capital Advisors LLC39,306$2.43M0.3%+521.8%0.008%
5/13/2025 MSH Capital Advisors LLC10,700$661K0.2%+13.0%0.002%
5/13/2025 Dagco Inc.478,563$29.57M9.6%+3.2%0.097%
5/13/2025 Stone House Investment Management LLC2,321$143K0.0%N/A0.000%
5/13/2025 HighTower Advisors LLC3,283,417$202.85M0.3%+1.2%0.663%
5/13/2025 Delos Wealth Advisors LLC13,473$832K0.7%N/A0.003%
(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, 1,189 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), LPL Financial LLC ($969.80M), Morgan Stanley ($938.98M), Raymond James Financial Inc. ($632.02M), 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 1,009 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. ($10.23M), LPL Financial LLC ($4.31M), GAMMA Investing LLC ($3.75M), Houlihan Financial Resource Group Ltd. ($3.22M), Strategic Financial Concepts LLC ($2.62M), JPMorgan Chase & Co. ($1.84M), and Cetera Investment Advisers ($1.56M).

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

Institutional investors have bought a total of 83,316,924 shares in the last 24 months. This purchase volume represents approximately $4.80B in transactions.

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

Of the 722 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. ($3.23M), Envestnet Asset Management Inc. ($2.86M), Jones Financial Companies Lllp ($2.38M), CWM LLC ($2.05M), and American Trust ($1.53M).

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

Institutional investors have sold a total of 79,379,692 shares in the last 24 months. This volume of shares sold represents approximately $4.59B in transactions.



This page (NYSEARCA:DGRO) was last updated on 5/25/2025 by MarketBeat.com Staff
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