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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$68.37 +0.23 (+0.34%)
As of 09:50 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)
851
Total
Institutional Inflows
(last 12 months)
$3.75B
Number of
Institutional Sellers
(last 12 months)
582
Total
Institutional Outflows
(last 12 months)
$2.21B
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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
10/10/2025Advance Capital Management Inc.13,744$936K0.0%+52.0%0.003%
10/10/2025Focus Financial Network Inc.12,600$858K0.0%-5.0%0.002%
10/10/2025KMG Fiduciary Partners LLC3,057$208K0.0%-5.2%0.001%
10/10/2025Signal Advisors Wealth LLC17,110$1.17M0.1%+74.2%0.003%
10/9/2025Bartlett & CO. Wealth Management LLC13,308$906K0.0%-8.3%0.003%
10/9/2025AdvisorNet Financial Inc6,281$428K0.0%-12.2%0.001%
10/9/2025Centurion Wealth Management LLC29,411$2.00M0.5%-2.3%0.006%
10/9/2025Sowa Financial Group Inc.30,980$2.11M1.2%-2.6%0.006%
10/9/2025Astoria Portfolio Advisors LLC.20,258$1.39M0.4%-24.6%0.004%
10/9/2025Princeton Global Asset Management LLC168,271$11.46M1.9%-2.8%0.033%
10/9/2025Dynamic Advisor Solutions LLC199,965$13.61M0.4%-13.6%0.040%
10/9/2025Cypress Financial Planning LLC196,008$13.34M4.1%+0.4%0.039%
10/9/2025Fermata Advisors LLC51,004$3.47M0.9%-5.9%0.010%
10/8/2025 Marshall Financial Group LLC7,873$536K0.1%-10.2%0.002%
10/8/2025 Sterling Manor Financial LLC163,402$11.12M7.0%-11.2%0.032%
10/8/2025 Patriot Financial Group Insurance Agency LLC31,971$2.18M0.3%-79.0%0.006%
10/8/2025 Teamwork Financial Advisors LLC16,353$1.11M0.1%+4.9%0.003%
10/8/2025 Fiduciary Alliance LLC105,444$7.18M0.5%+0.3%0.021%
10/8/2025 RDA Financial Network8,521$580K0.1%-41.8%0.002%
10/8/2025 Wedmont Private Capital29,345$2.01M0.1%+18.4%0.006%
10/8/2025 Ignite Planners LLC10,029$683K0.1%+4.2%0.002%
10/8/2025 Balefire LLC3,714$253K0.1%+6.3%0.001%
10/8/2025 Carr Financial Group Corp32,997$2.25M0.6%+25.1%0.007%
10/8/2025 Veracity Capital LLC9,682$659K0.2%-11.8%0.002%
10/8/2025 Accel Wealth Management222,820$15.17M4.4%+3.2%0.044%
10/7/2025 Lbmc Investment Advisors LLC15,000$1.02M0.1%N/A0.003%
10/7/2025 Norway Savings Bank47,659$3.25M1.6%+8.5%0.009%
10/6/2025 AssuredPartners Investment Advisors LLC10,490$714K0.2%N/A0.002%
10/6/2025 HF Advisory Group LLC121,683$8.28M3.0%+4.5%0.024%
10/6/2025 Moller Wealth Partners3,520$240K0.1%-27.9%0.001%
10/6/2025 Clarus Wealth Advisors9,251$634K0.3%+2.9%0.002%
10/6/2025 Venture Visionary Partners LLC14,748$1.00M0.0%+9.3%0.003%
10/6/2025 Cambridge Financial Group LLC56,070$3.82M1.2%+17.3%0.011%
10/3/2025 Jackson Wealth Management LLC226,440$15.42M1.5%+2.2%0.045%
10/3/2025 Summit Financial Wealth Advisors LLC19,049$1.30M0.2%-0.9%0.004%
10/2/2025 GAMMA Investing LLC75,907$5.17M0.3%+9.3%0.015%
10/1/2025 Roxbury Financial LLC12,498$851K0.8%-2.1%0.002%
9/30/2025Gilbert Capital Group Inc.11,629$744K0.6%N/A0.002%
9/26/2025Corient Private Wealth LLC35,514$2.27M0.0%+4.8%0.007%
9/19/2025Watts Gwilliam & Co. LLC17,215$1.16M0.2%-16.9%0.003%
9/12/2025Valeo 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%
9/9/2025NWF Advisory Services Inc.3,259$208K0.0%N/A0.001%
9/4/2025SevenBridge Financial Group LLC38,643$2.54M0.5%+10.7%0.008%
9/4/2025Osaic Holdings Inc.1,490,243$95.27M0.2%+13.8%0.296%
9/3/2025American Trust917,657$58.68M5.5%+44.5%0.182%
8/29/2025Total Investment Management Inc.846$54K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.13,017$832K0.0%+2.9%0.003%
8/27/2025Orion Porfolio Solutions LLC128,532$8.22M0.1%+3.9%0.026%
8/26/2025Thrivent Financial for Lutherans101,380$6.48M0.0%+16.9%0.020%
8/25/2025Silverlake Wealth Management LLC17,859$1.14M0.3%N/A0.004%
8/19/2025B. Riley Wealth Advisors Inc.116,307$7.44M0.3%N/A0.023%
8/19/2025Newbridge Financial Services Group Inc.25,420$1.63M0.3%+26.5%0.005%
8/19/2025Advisory Services Network LLC130,437$8.43M0.1%+15.2%0.026%
8/19/2025Anchor Investment Management LLC26,099$1.67M0.1%+2.8%0.005%
8/19/2025Asset Dedication LLC118,356$7.57M0.5%+21.4%0.024%
8/19/2025Hohimer Wealth Management LLC3,202$205K0.0%N/A0.001%
8/18/2025Tactive Advisors LLC6,949$444K0.1%N/A0.001%
8/18/2025Geneos Wealth Management Inc.90,761$5.80M0.1%+108.5%0.018%
8/16/2025Evergreen Capital Management LLC25,675$1.64M0.0%+20.3%0.005%
8/16/2025Headlands Technologies LLC4,547$291K0.0%-20.8%0.001%
8/15/2025High Falls Advisors Inc6,910$442K0.1%+58.6%0.001%
8/15/2025Tower Research Capital LLC TRC 1,651$106K0.0%+54,933.3%0.000%
8/15/2025FFT Wealth Management LLC658,709$42.70M8.4%+2.1%0.131%
8/15/2025LGL Partners LLC101,716$6.59M2.9%-0.2%0.020%
8/15/2025Corient Private Wealth LLC41,095$2.63M0.0%+21.3%0.008%
8/15/2025Equitable Holdings Inc.414,793$26.52M0.2%+6.6%0.082%
8/15/2025Florida Financial Advisors LLC3,668$235K0.1%-22.1%0.001%
8/15/2025Northeast Financial Consultants Inc1,460,398$93.38M3.8%-0.6%0.290%
8/15/2025Captrust Financial Advisors686,857$43.92M0.1%-3.2%0.137%
8/15/2025Montag & Caldwell LLC10,771$689K0.2%N/A0.002%
8/15/2025Lantern Wealth Advisors LLC55,538$3.55M2.0%N/A0.011%
8/15/2025Two Sigma Securities LLC4,430$283K0.0%N/A0.001%
8/15/2025Talisman Wealth Advisors LLC117,330$7.50M6.7%+8.4%0.023%
8/15/2025Tandem Wealth Advisors LLC238,806$15.27M7.6%+19.7%0.047%
8/15/2025Smartleaf Asset Management LLC33,462$2.13M0.2%+8.2%0.007%
8/15/2025Snowden Capital Advisors LLC44,476$2.84M0.1%+9.6%0.009%
8/15/2025Redwood Financial Network Corp10,119$647K0.4%-4.6%0.002%
8/15/2025Ruggaard & Associates LLC28,469$1.82M0.7%+39.1%0.006%
8/15/2025Orion Porfolio Solutions LLC24,389$1.56M0.0%-80.3%0.005%
8/15/2025MML Investors Services LLC4,534,983$289.97M0.8%+25.9%0.901%
8/15/2025Modern Wealth Management LLC14,706$940K0.0%+24.8%0.003%
8/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.183,805$11.75M2.0%-9.0%0.037%
8/15/2025Houlihan Financial Resource Group Ltd.107,036$6.88M2.9%-1.0%0.021%
8/15/2025IHT Wealth Management LLC75,347$4.82M0.1%+25.9%0.015%
8/15/2025Great Valley Advisor Group Inc.69,088$4.42M0.1%-8.3%0.014%
8/15/2025Gallagher Fiduciary Advisors LLC142,821$9.13M0.0%-20.3%0.028%
8/15/2025EP Wealth Advisors LLC96,389$6.16M0.0%-13.2%0.019%
8/15/2025Curi Capital LLC15,105$966K0.0%+11.5%0.003%
8/15/2025Benjamin Edwards Inc.49,358$3.16M0.0%+5.0%0.010%
8/15/2025Bank of America Corp DE18,467,081$1.18B0.1%+2.3%3.670%
8/15/2025Ameriprise Financial Inc.7,904,167$504.80M0.1%+15.8%1.571%
8/14/2025Connecticut Wealth Management LLC106,226$6.79M0.3%-1.2%0.021%
8/14/2025Strategic Wealth Investment Group LLC453$29K0.0%N/A0.000%
8/14/2025Florida Financial Advisors LLC4,266$274K0.2%-9.4%0.001%
8/14/2025MGB Wealth Management LLC3,153$202K0.1%+221.1%0.001%
8/14/2025Ausdal Financial Partners Inc.16,686$1.07M0.1%-5.0%0.003%
8/14/2025Raymond James Financial Inc.10,009,467$640.01M0.2%-2.2%1.989%
8/14/2025Darwin Wealth Management LLC673$43K0.0%N/A0.000%
8/14/2025Quantinno Capital Management LP10,136$648K0.0%N/A0.002%
(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, 1,221 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 1,054 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 60,183,069 shares in the last 24 months. This purchase volume represents approximately $3.75B in transactions.

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

Of the 580 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), Bank of New York Mellon Corp ($872.82K), Bogart Wealth LLC ($843.93K), and American Trust ($795.87K).

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

Institutional investors have sold a total of 35,636,416 shares in the last 24 months. This volume of shares sold represents approximately $2.21B in transactions.


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This page (NYSEARCA:DGRO) was last updated on 10/10/2025 by MarketBeat.com Staff
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