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NYSEARCA:DGRO

iShares Core Dividend Growth ETF - DGRO Institutional Ownership

$48.78
+0.43 (+0.89%)
(As of 03/27/2023 03:28 PM ET)
Add
Compare
Today's Range
$48.51
▼
$48.87
50-Day Range
$47.94
▼
$51.79
52-Week Range
$43.67
▼
$54.55
Volume
1.49 million shs
Average Volume
2.57 million shs
Market Capitalization
$22.87 billion
Assets Under Management
$22.38 billion
Dividend Yield
2.40%
Net Expense Ratio
0.08%

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

Number of
Institutional Buyers
(last 12 months)
692
Total
Institutional Inflows
(last 12 months)
$9.18 B
Number of
Institutional Sellers
(last 12 months)
394
Total
Institutional Outflows
(last 12 months)
$1.28 B
Skip Chart & View Institutional Buying and Selling Data

DGRO Institutional Buying and Selling by Quarter

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iShares Core Dividend Growth ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/27/2023Ratio Wealth Group292,834$14.64M4.2%+27.6%0.062%
3/15/2023B. Riley Wealth Advisors Inc.172,400$8.62M0.2%-1.7%0.037%
3/13/2023Claro Advisors LLC14,181$0.71M0.2%+142.2%0.003%
3/8/2023Pacific Wealth Management426,072$21.30M15.7%-22.0%0.091%
3/6/2023Rockefeller Capital Management L.P.367,692$18.38M0.1%+11.4%0.078%
3/3/2023Crumly & Associates Inc.162,401$8.12M3.1%-22.0%0.035%
3/1/2023Continuum Wealth Advisors LLC8,394$0.42M0.4%N/A0.002%
3/1/2023DDFG Inc152,892$7.65M3.2%N/A0.033%
3/1/2023Regal Investment Advisors LLC12,888$0.64M0.1%-12.3%0.003%
2/27/2023Gallagher Benefit Services Inc.375,087$18.76M3.9%N/A0.080%
2/27/2023Objective Capital Management LLC22,230$1.11M1.1%+12.7%0.005%
2/24/2023RiverFront Investment Group LLC397,147$1.27M0.3%-1.2%0.085%
2/23/2023Tandem Wealth Advisors LLC736$37K0.0%N/A0.000%
2/23/2023Centurion Wealth Management LLC29,262$1.46M0.8%N/A0.006%
2/23/2023WC Walker & Associates Inc.147,214$7.39M3.9%-0.6%0.032%
2/22/2023Kovack Advisors Inc.330,312$16.52M2.4%-4.1%0.071%
2/21/2023Insight Advisors LLC PA10,013$0.50M0.2%+7.6%0.002%
2/21/2023Northwestern Mutual Wealth Management Co.1,940,721$97.04M0.1%-1.0%0.416%
2/21/2023B. Riley Wealth Advisors Inc.172,400$8.62M0.2%-1.7%0.037%
2/17/2023Truist Financial Corp2,679,394$133.97M0.2%+7.7%0.574%
2/17/2023Coppell Advisory Solutions Corp.960$48K0.0%N/A0.000%
2/16/2023WealthPLAN Partners LLC488,181$25.18M1.8%N/A0.105%
2/16/2023Axxcess Wealth Management LLC17,197$0.86M0.1%+131.3%0.004%
2/16/2023American Trust1,195,281$59.76M5.5%+5.8%0.256%
2/16/2023Alpha Financial Partners LLC6,437$0.32M0.4%N/A0.001%
2/16/2023Moneta Group Investment Advisors LLC1,582$5.72M0.1%-91.3%0.000%
2/16/2023Certified Advisory Corp38,946$1.95M0.4%+3.9%0.008%
2/16/2023CreativeOne Wealth LLC27,403$1.37M0.1%+6.7%0.006%
2/16/2023Financial Advocates Investment Management79,612$3.98M0.3%+29.4%0.017%
2/16/2023Kerntke Otto McGlone Wealth Management Group74,645$3.73M4.3%+4.4%0.016%
2/16/2023Pacific Financial Group Inc.111,055$5.55M4.2%-3.5%0.024%
2/16/2023RFG Advisory LLC46,215$2.38M0.1%+11.9%0.010%
2/16/2023Rosenblum Silverman Sutton S F Inc. CA54,710$2.74M1.0%-3.6%0.012%
2/16/2023Resurgent Financial Advisors LLC4,467$0.22M0.1%N/A0.001%
2/16/2023United Capital Financial Advisers LLC39,701$1.99M0.0%+13.7%0.009%
2/16/2023Harbour Investments Inc.75,654$3.78M0.2%-30.2%0.016%
2/16/2023One Capital Management LLC530,743$26.54M1.4%+10.4%0.114%
2/16/2023Silverlake Wealth Management LLC7,519$0.38M0.2%N/A0.002%
2/15/2023Retirement Group LLC25,531$1.28M0.6%+26.0%0.005%
2/15/2023TD Capital Management LLC60,675$3.03M0.4%+4.8%0.013%
2/15/2023RiverFront Investment Group LLC397,147$1.27M0.3%-1.2%0.085%
2/15/2023Steward Partners Investment Advisory LLC796,309$39.82M0.7%-3.7%0.171%
2/15/2023CI Private Wealth LLC12,945$0.65M0.0%N/A0.003%
2/15/2023WealthPlan Investment Management LLC488,087$25.27M1.8%-0.9%0.105%
2/15/2023Moneta Group Investment Advisors LLC114,446,360$5.72B0.1%+626,659.9%24.507%
2/15/2023Fort Sheridan Advisors LLC9,292$0.47M0.2%+10.8%0.002%
2/15/2023CIC Wealth LLC8,736$0.44M0.2%N/A0.002%
2/15/2023Founders Financial Alliance LLC3,625$0.18M0.1%-48.7%0.001%
2/15/2023Captrust Financial Advisors986,568$49.33M0.2%-9.2%0.211%
2/15/2023IHT Wealth Management LLC42,946$2.15M0.1%-5.4%0.009%
2/15/2023Howe & Rusling Inc.31,386$1.57M0.2%-12.2%0.007%
2/15/2023Jane Street Group LLC251,113$12.56M0.0%+3,733.2%0.054%
2/15/2023SageView Advisory Group LLC22,706$1.14M0.1%N/A0.005%
2/15/2023EPG Wealth Management LLC50,472$2.52M1.0%+4.6%0.011%
2/15/2023Patriot Investment Management Group Inc.31,505$1.61M0.1%-2.1%0.007%
2/15/20231832 Asset Management L.P.271,110$13.56M0.0%-2.7%0.058%
2/15/2023Waverly Advisors LLC135,249$6.76M0.4%N/A0.029%
2/15/2023PFS Investments Inc.243,119$12.16M0.2%-1.0%0.052%
2/15/2023Legacy Financial Strategies LLC390,426$19.52M8.1%+3.3%0.084%
2/15/2023Kraft Davis & Associates LLC66,581$3.42M1.4%N/A0.014%
2/15/2023Talisman Wealth Advisors LLC35,665$1.78M3.8%N/A0.008%
2/15/2023Kapstone Financial Advisors LLC27,050$1.40M1.3%N/A0.006%
2/15/2023NCM Capital Management LLC19,625$0.98M0.6%+6.9%0.004%
2/15/2023Cerity Partners LLC34,785$1.74M0.0%N/A0.007%
2/15/2023Vicus Capital189,055$9.45M1.1%+843.2%0.040%
2/15/2023Sanctuary Wealth Management L.L.C.2,826$0.14M0.2%N/A0.001%
2/15/2023Shepherd Financial Partners LLC203,474$10.17M1.8%-6.8%0.044%
2/15/2023Stokes Family Office LLC32,199$1.61M0.2%+156.1%0.007%
2/15/2023LWS Wealth Advisors Inc.68,848$3.44M1.4%-3.0%0.015%
2/15/2023Linscomb & Williams Inc.19,149$0.96M0.0%-4.5%0.004%
2/15/2023Money Concepts Capital Corp42,106$2.11M0.1%-52.9%0.009%
2/15/2023Morgan Stanley18,545,890$927.30M0.1%+7.1%3.971%
2/15/2023Mariner LLC2,101,542$105.08M0.3%+10.4%0.450%
2/15/2023Meridian Wealth Management LLC104,208$5.21M0.5%+3.7%0.022%
2/15/2023Nissay Asset Management Corp Japan ADV97,977$4.90M0.0%-36.6%0.021%
2/15/2023Demars Financial Group LLC29,643$1.48M0.8%-71.7%0.006%
2/15/2023Exencial Wealth Advisors LLC65,613$3.28M0.2%-8.2%0.014%
2/15/2023Eqis Capital Management Inc.10,987$0.55M0.1%-4.5%0.002%
2/15/2023Equitable Holdings Inc.305,992$15.30M0.3%-1.4%0.066%
2/15/2023First Manhattan Co.5,259$0.26M0.0%-51.6%0.001%
2/15/2023FinTrust Capital Advisors LLC24,195$1.21M0.3%+150.9%0.005%
2/15/2023Ancora Advisors LLC3,154$0.16M0.0%+9.0%0.001%
2/15/2023Apexium Financial LP179,158$8.96M0.9%+5.8%0.038%
2/15/2023Atwater Malick LLC5,162$0.26M0.1%N/A0.001%
2/15/2023Auto Owners Insurance Co514,500$25.69M0.9%N/A0.110%
2/15/2023Bradley Foster & Sargent Inc. CT4,142$0.21M0.0%N/A0.001%
2/15/2023Axxcess Wealth Management LLC17,197$0.86M0.1%+131.3%0.004%
2/15/2023ICA Group Wealth Management LLC6,733$0.34M0.1%-10.6%0.001%
2/14/2023Oxford Financial Group Ltd.17,516$0.88M0.1%+2.0%0.004%
2/14/2023Angeles Wealth Management LLC1,500$75K0.0%N/A0.000%
2/14/2023Arkos Global Advisors127,672$6.38M1.6%+12.2%0.027%
2/14/2023First Commonwealth Financial Corp PA17,420$0.87M0.3%+14.4%0.004%
2/14/2023Guardian Capital Advisors LP4,000$0.21M0.0%N/A0.001%
2/14/2023FFT Wealth Management LLC125,406$6.27M0.8%+108.7%0.027%
2/14/2023Cetera Advisor Networks LLC912,560$45.63M0.4%+42.6%0.195%
2/14/2023Redwood Financial Network Corp26,864$1.34M1.5%+6.7%0.006%
2/14/2023Cetera Investment Advisers991,888$49.59M0.5%+23.8%0.212%
2/14/2023Cetera Advisors LLC614,307$30.72M0.6%+5.1%0.132%
2/14/2023Knightsbridge Asset Management LLC281,187$14.06M2.7%+4.3%0.060%
2/14/2023Laurel Wealth Advisors Inc.8,948$0.45M0.0%-3.6%0.002%
(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, 910 institutional investors and hedge funds held shares of iShares Core Dividend Growth ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($3,709.71B), Private Advisor Group LLC ($25.86B), First Command Advisory Services Inc. ($1.23B), Bank of America Corp DE ($946.59M), Morgan Stanley ($927.30M), Whalerock Point Partners LLC ($703.64M), and LPL Financial LLC ($480.54M).Learn more on DGRO's institutional investors.

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

Of the 840 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: Moneta Group Investment Advisors LLC ($114.43M), Rezny Wealth Management Inc. ($10.08M), MFA Wealth Advisors LLC ($8.63M), First Command Bank ($5.84M), CFS Investment Advisory Services LLC ($4.40M), Raymond James Financial Services Advisors Inc. ($3.60M), and LPL Financial LLC ($2.85M).

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

Institutional investors have bought a total of 225,525,103 shares in the last 24 months. This purchase volume represents approximately $11.31B in transactions.

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

Of the 487 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: First Command Advisory Services Inc. ($9.58M), BlackRock Inc. ($5.40M), CFS Investment Advisory Services LLC ($2.35M), AE Wealth Management LLC ($2.30M), Private Advisor Group LLC ($1.31M), First Command Bank ($1.28M), and Jane Street Group LLC ($1.19M).

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

Institutional investors have sold a total of 39,887,201 shares in the last 24 months. This volume of shares sold represents approximately $1.98B in transactions.

This page (NYSEARCA:DGRO) was last updated on 3/27/2023 by MarketBeat.com Staff