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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$65.78 +0.23 (+0.35%)
As of 07/25/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
793
Total
Institutional Inflows
(last 12 months)
$3.41B
Number of
Institutional Sellers
(last 12 months)
539
Total
Institutional Outflows
(last 12 months)
$2.03B
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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
7/25/2025Community Bank N.A.886$57K0.0%N/A0.000%
7/25/2025NorthRock Partners LLC18,640$1.19M0.0%+16.4%0.004%
7/25/2025Priebe Wealth Holdings LLC14,128$903K0.8%-33.5%0.003%
7/25/2025Verdence Capital Advisors LLC53,163$3.40M0.2%+12.0%0.011%
7/25/2025Atria Wealth Solutions Inc.292,635$18.84M0.4%-21.2%0.059%
7/25/2025Envestnet Portfolio Solutions Inc.255,380$16.33M0.1%+58.6%0.051%
7/25/2025Endowment Wealth Management Inc.39,329$2.52M1.3%+7.3%0.008%
7/25/2025Wealth Architects LLC3,206$205K0.0%N/A0.001%
7/25/2025Concord Asset Management LLC VA115,012$7.35M1.1%+30.7%0.023%
7/25/2025Sequoia Financial Advisors LLC115,151$7.36M0.1%+54.6%0.023%
7/25/2025Lion Street Advisors LLC5,768$369K0.1%N/A0.001%
7/25/2025MGO One Seven LLC99,259$6.35M0.2%+11.9%0.020%
7/25/2025ONE Advisory Partners LLC9,361$616K0.2%N/A0.002%
7/25/2025Stephens Consulting LLC94,367$6.03M1.4%-7.1%0.019%
7/25/2025Dynamic Financial Group5,890$377K0.4%N/A0.001%
7/25/2025Hazlett Burt & Watson Inc.40,133$2.56M1.0%-4.9%0.008%
7/25/2025Allspring Global Investments Holdings LLC1,468$95K0.0%-40.9%0.000%
7/25/2025Ellis Investment Partners LLC22,067$1.41M0.3%+1.4%0.004%
7/25/2025M3 Advisory Group LLC3,631$232K0.2%-21.4%0.001%
7/25/2025Yarger Wealth Strategies LLC119,616$7.65M4.0%+1.8%0.024%
7/25/2025Sharp Financial Services LLC3,222$206K0.1%N/A0.001%
7/25/2025Landmark Wealth Management LLC3,154$202K0.1%N/A0.001%
7/25/2025Commonwealth Financial Services LLC16,819$1.08M0.2%-2.0%0.003%
7/25/2025CWM LLC78,707$5.03M0.0%+9.2%0.016%
7/25/2025Vanguard Personalized Indexing Management LLC3,140$201K0.0%N/A0.001%
7/25/2025Hobbs Group Advisors LLC7,623$487K0.2%+24.2%0.002%
7/25/2025Concurrent Investment Advisors LLC37,006$2.37M0.0%+4.9%0.007%
7/25/2025Johnson Investment Counsel Inc.13,285$849K0.0%+21.9%0.003%
7/25/2025Hemington Wealth Management611$39K0.0%-23.6%0.000%
7/24/2025 Bernard Wealth Management Corp.6,507$416K0.2%-3.1%0.001%
7/24/2025 Drucker Wealth 3.0 LLC5,271$342K0.1%-3.8%0.001%
7/24/2025 Williams & Novak LLC30,122$1.93M1.6%-3.6%0.006%
7/24/2025 Eastern Bank26,093$1.67M0.0%-4.8%0.005%
7/24/2025 Lmcg Investments LLC27,328$1.75M0.1%-3.8%0.005%
7/24/2025 JFS Wealth Advisors LLC2,449$157K0.0%+394.7%0.000%
7/24/2025 JB Capital LLC38,204$2.44M0.1%-6.6%0.008%
7/24/2025 Robertson Stephens Wealth Management LLC311,278$19.90M0.6%+191.2%0.062%
7/24/2025 Aurora Private Wealth Inc.5,348$342K0.3%-36.9%0.001%
7/24/2025 Cyndeo Wealth Partners LLC14,671$938K0.1%-5.9%0.003%
7/24/2025 L. Roy Papp & Associates LLP6,233$399K0.0%+13.2%0.001%
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7/24/2025 McKinley Carter Wealth Services Inc.29,919$1.91M0.1%+0.6%0.006%
7/24/2025 Beacon Bridge Wealth Partners LLC62,164$3.98M1.6%-2.7%0.012%
7/24/2025 Stonebridge Financial Group LLC775,639$49.59M4.8%+1.7%0.155%
7/24/2025 Blair William & Co. IL83,689$5.35M0.0%+8.3%0.017%
7/24/2025 TFR Capital LLC.3,350$214K0.1%-5.7%0.001%
7/24/2025 Capital Advisors Ltd. LLC291,354$18.63M2.3%+2.4%0.058%
7/24/2025 MFA Wealth Services42,061$2.69M2.0%+2.1%0.008%
7/24/2025 Leo Wealth LLC40,203$2.57M0.2%+1,135.1%0.008%
7/24/2025 MSH Capital Advisors LLC10,326$660K0.2%-3.5%0.002%
7/24/2025 US Bancorp DE89,249$5.71M0.0%+1.3%0.018%
7/24/2025 Tandem Capital Management Corp ADV5,761$368K0.2%-4.2%0.001%
7/23/2025 Eagle Strategies LLC235,459$15.06M2.3%+2.1%0.047%
7/23/2025 Clear Creek Financial Management LLC23,884$1.53M0.1%-12.0%0.005%
7/23/2025 Dohj LLC25,178$1.48M0.4%-3.5%0.005%
7/23/2025 Fortis Advisors LLC7,199$460K0.3%+15.1%0.001%
7/23/2025 Valmark Advisers Inc.113,299$7.24M0.1%+5.4%0.023%
7/23/2025 Winthrop Advisory Group LLC40,208$2.57M0.2%N/A0.008%
7/23/2025 Kingswood Wealth Advisors LLC45,674$2.92M0.2%+39.1%0.009%
7/23/2025 TriaGen Wealth Management LLC142,482$9.11M2.8%+5.3%0.029%
7/23/2025 Avantra Family Wealth Inc.9,962$637K0.5%-42.8%0.002%
7/23/2025 KPP Advisory Services LLC152,464$9.75M2.4%+1.7%0.031%
7/23/2025 Prime Capital Investment Advisors LLC21,579$1.38M0.0%-40.7%0.004%
7/23/2025 Litman Gregory Wealth Management LLC456,285$29.18M2.3%+15.7%0.091%
7/22/2025 Red Tortoise LLC74,621$4.77M2.3%+0.5%0.015%
7/22/2025 Confluence Wealth Services Inc.892,804$57.09M3.1%+7.8%0.179%
7/22/2025 Gratus Wealth Advisors LLC1,211,386$77.46M11.7%+0.9%0.243%
7/22/2025 Valley National Advisers Inc.17,762$1.13M0.2%+2.7%0.004%
7/22/2025 Autumn Glory Partners LLC102,409$6.55M3.0%-4.3%0.021%
7/22/2025 Valeo Financial Advisors LLC14,652$937K0.0%+1.6%0.003%
7/22/2025 DAVENPORT & Co LLC289,338$18.50M0.1%+6.2%0.058%
7/22/2025 Grimes & Company Inc.28,907$1.85M0.1%+48.1%0.006%
7/22/2025 Hubbell Strickland Wealth Management LLC103,768$6.64M2.9%+9.0%0.021%
7/22/2025 Merit Financial Group LLC119,493$7.64M0.1%+21.3%0.024%
7/22/2025 Legacy Trust14,992$959K0.2%+26.1%0.003%
7/22/2025 IFS Advisors LLC205,834$13.16M10.0%-0.3%0.041%
7/22/2025 Innovative Wealth Building LLC65,337$4.18M3.5%-6.9%0.013%
7/22/2025 Beacon Financial Advisory LLC55,749$3.57M0.9%+8.8%0.011%
7/22/2025 Mascoma Wealth Management LLC4,958$317K0.1%-30.7%0.001%
7/22/2025 Simplicity Wealth LLC24,667$1.58M0.1%+81.5%0.005%
7/22/2025 OLD National Bancorp IN6,864$439K0.0%+9.8%0.001%
7/22/2025 Wealthcare Advisory Partners LLC66,886$4.28M0.1%+11.9%0.013%
7/22/2025 Noble Family Wealth LLC4,441$284K0.1%N/A0.001%
7/22/2025 USAdvisors Wealth Management LLC25,175$1.61M0.6%+0.9%0.005%
7/22/2025 Financial Insights Inc.34,146$2.18M0.8%-1.3%0.007%
7/22/2025 Accel Wealth Management215,993$13.81M4.6%+1.1%0.043%
7/22/2025 Stanich Group LLC7,409$481K0.4%+8.8%0.001%
7/22/2025 Apexium Financial LP214,308$13.70M0.7%+8.6%0.043%
7/21/2025 Ameriflex Group Inc.2,449$155K0.1%-64.1%0.000%
7/21/2025 QRG Capital Management Inc.3,753$240K0.0%+8.9%0.001%
7/21/2025 Jackson Wealth Management LLC221,458$14.16M1.5%-1.6%0.044%
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7/21/2025 Ascent Group LLC4,016$257K0.0%-30.7%0.001%
7/21/2025 Montz Harcus Wealth Management LLC3,855$246K0.1%N/A0.001%
7/21/2025 Ameritas Advisory Services LLC15,046$962K0.1%-53.5%0.003%
7/21/2025 Custos Family Office LLC284,544$18.19M5.8%+1.1%0.057%
7/21/2025 Sterling Investment Counsel LLC7,214$461K0.3%-79.5%0.001%
7/21/2025 Atwater Malick LLC36,604$2.34M0.7%+50.1%0.007%
7/21/2025 Mattern Capital Management LLC3,674$235K0.0%-19.8%0.001%
7/21/2025 Capital Planning LLC242,217$15.49M4.9%-30.3%0.049%
7/21/2025 Pacific Financial Group Inc.77,380$4.95M3.9%+1.3%0.015%
7/21/2025 Crews Bank & Trust122,236$7.82M1.2%+14.5%0.024%
(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, 1,195 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 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 1,013 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), LPL Financial LLC ($4.31M), GAMMA Investing LLC ($3.76M), Houlihan Financial Resource Group Ltd. ($3.22M), Jones Financial Companies Lllp ($2.99M), 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 55,471,858 shares in the last 24 months. This purchase volume represents approximately $3.41B in transactions.

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

Of the 538 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 ($10.60M), Jones Financial Companies Lllp ($2.38M), Envestnet Asset Management Inc. ($1.96M), Jane Street Group LLC ($1.07M), CWM LLC ($1.03M), American Trust ($903.23K), and Bank of New York Mellon Corp ($872.82K).

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

Institutional investors have sold a total of 32,917,325 shares in the last 24 months. This volume of shares sold represents approximately $2.03B in transactions.


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This page (NYSEARCA:DGRO) was last updated on 7/26/2025 by MarketBeat.com Staff
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