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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

+0.85 (+1.44%)
(As of 07/16/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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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
7/16/2024ORG Partners LLC97,357$5.60M0.7%N/A0.021%
7/16/2024TRUE Private Wealth Advisors5,873$338K0.0%+32.8%0.001%
7/16/2024Great Valley Advisor Group Inc.66,375$3.82M0.1%+5.7%0.014%
7/16/2024Financial Insights Inc.41,013$2.36M0.7%-3.6%0.009%
7/16/2024Wealth Enhancement Advisory Services LLC565,970$32.61M0.1%+4.3%0.120%
7/16/2024Diversified Trust Co6,354$366K0.0%-43.5%0.001%
7/16/2024Roman Butler Fullerton & Co.22,510$1.31M0.4%-3.3%0.005%
7/16/2024Wedmont Private Capital10,781$636K0.0%+35.2%0.002%
7/16/2024Insight Advisors LLC PA41,584$2.40M0.4%+2.0%0.009%
7/16/2024Alhambra Investment Management LLC90,405$5.21M2.9%+200.6%0.019%
7/16/2024Sequoia Financial Advisors LLC9,394$541K0.0%+13.3%0.002%
7/16/2024Guardian Asset Advisors LLC7,135$411K0.3%-25.6%0.002%
7/15/2024Dynamic Advisor Solutions LLC273,313$15.75M0.5%+1.2%0.058%
7/15/2024Fifth Third Securities Inc.409,006$23.56M2.2%+1.0%0.086%
7/15/2024Northeast Financial Group Inc.43,175$2.49M1.1%-5.9%0.009%
7/15/2024West Financial Advisors LLC1,722$99K0.0%-9.1%0.000%
7/15/2024Granite Bay Wealth Management LLC67,536$3.86M0.0%N/A0.014%
7/15/2024RFG Advisory LLC47,151$2.72M0.1%+0.9%0.010%
7/13/2024Quad Cities Investment Group LLC90,054$5.19M2.9%+3.3%0.019%
7/13/2024GSG Advisors LLC35,629$2.05M0.7%+2.0%0.008%
7/13/2024Compass Ion Advisors LLC368,131$21.37M3.1%+1.4%0.078%
7/13/2024Fermata Advisors LLC72,986$4.21M1.0%-1.7%0.015%
7/13/2024Gimbal Financial338,574$19.86M14.6%+1.1%0.072%
7/12/2024Curated Wealth Partners LLC31,920$1.84M0.3%-200.0%0.007%
7/12/2024Oak Asset Management LLC44,392$2.56M0.9%+1.0%0.009%
7/12/2024Williams & Novak LLC30,974$1.78M1.7%-6.3%0.007%
7/12/2024Scott Capital Advisors LLC233,386$13.48M4.0%+3.9%0.049%
7/12/2024Carr Financial Group Corp21,017$1.21M0.4%-5.5%0.004%
7/12/2024Ignite Planners LLC24,865$1.44M0.4%+37.0%0.005%
7/12/2024Alliance Wealth Management Group17,443$1.01M0.3%+5.8%0.004%
7/12/2024JGP Wealth Management LLC266,005$15.33M2.2%N/A0.056%
7/12/2024Diversify Advisory Services LLC5,279$305K0.0%-49.4%0.001%
7/12/2024Francis Financial Inc.6,238$359K0.1%+18.9%0.001%
7/12/2024Atlas Private Wealth Advisors254,330$14.65M2.4%+110.4%0.054%
7/12/2024Twelve Points Wealth Management LLC54,861$3.16M1.1%-0.5%0.012%
7/12/2024Optimum Investment Advisors18,000$1.04M0.5%-5.6%0.004%
7/12/2024Opal Wealth Advisors LLC13,497$778K0.2%-2.7%0.003%
7/12/2024Sax Wealth Advisors LLC3,996$230K0.0%N/A0.001%
7/12/2024First National Corp MA ADV107,410$6.19M1.5%+12.1%0.023%
7/12/2024Annex Advisory Services LLC12,461$718K0.0%-6.0%0.003%
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7/12/2024Southland Equity Partners LLC35,487$2.04M0.6%+0.9%0.007%
7/12/2024Capital Investment Advisors LLC7,205,141$415.09M9.4%+2.1%1.522%
7/12/2024Accel Wealth Management157,013$9.05M3.6%-0.3%0.033%
7/12/2024Capital Planning LLC343,010$19.76M5.9%+1.1%0.072%
7/12/2024CRA Financial Services LLC20,358$1.17M0.2%-4.3%0.004%
7/12/2024Cliftonlarsonallen Wealth Advisors LLC22,547$1.30M0.0%-14.7%0.005%
7/11/2024Mendota Financial Group LLC1,074$62K0.0%-15.4%0.000%
7/11/2024OLD National Bancorp IN5,416$312K0.0%N/A0.001%
7/11/2024John W. Brooker & Co. CPAs28,581$1.65M0.8%+1.5%0.006%
7/11/2024Ellenbecker Investment Group13,883$800K0.2%+106.2%0.003%
7/11/2024Clarus Wealth Advisors5,371$313K0.2%-4.7%0.001%
7/11/2024Lwmg LLC1,093,308$62.99M13.3%+6.6%0.231%
7/11/2024WBH Advisory Inc.39,148$2.26M0.2%-3.3%0.008%
7/11/2024Smith Anglin Financial LLC754,991$43.50M4.4%+5.5%0.159%
7/10/2024 Csenge Advisory Group91,586$5.28M0.3%-25.2%0.019%
7/10/2024 Advocacy Wealth Management Services LLC24,971$1.44M0.1%-22.5%0.005%
7/10/2024 Legacy Financial Strategies LLC513,742$29.64M7.1%+6.1%0.109%
7/10/2024 Valeo Financial Advisors LLC9,743$561K0.0%+10.3%0.002%
7/10/2024 Pacific Wealth Management10,721$618K0.3%-96.0%0.002%
7/10/2024LifePro Asset Management5,242$302K0.2%N/A0.001%
7/10/2024 Sweeney & Michel LLC354,844$20.50M8.7%+1.8%0.075%
7/10/2024 Aprio Wealth Management LLC109,829$6.33M1.2%-9.5%0.023%
7/10/2024 Prism Advisors Inc.156,591$9.02M2.7%-62.5%0.033%
7/10/2024 CWM LLC1,092,768$62.95M0.3%-9.9%0.231%
7/10/2024 CVA Family Office LLC13,330$768K0.1%+27.3%0.003%
7/9/2024 Park Avenue Securities LLC165,376$9.53M0.1%+4.0%0.035%
7/9/2024 Naples Money Management LLC7,723$444K0.4%+11.5%0.002%
7/9/2024 Kingswood Wealth Advisors LLC25,051$1.44M0.1%+33.4%0.005%
7/9/2024 Eastover Investment Advisors LLC8,925$515K0.2%-3.6%0.002%
7/9/2024 Monterey Private Wealth Inc.155,880$8.98M3.4%+0.5%0.033%
7/9/2024 Investment Partners Asset Management Inc.9,041$521K0.5%+3.7%0.002%
7/8/2024 Insight Wealth Strategies LLC12,110$698K0.1%-2.5%0.003%
7/8/2024 Tandem Capital Management Corp ADV6,151$355K0.2%-3.6%0.001%
7/8/2024 FC Advisory LLC176,501$10.17M3.7%+0.3%0.037%
7/5/2024 Stokes Family Office LLC28,856$1.66M0.2%-9.5%0.006%
7/5/2024 HBW Advisory Services LLC44,999$2.59M0.4%+22.4%0.010%
7/3/2024 Hoese & Co LLP78,609$4.53M4.0%-2.4%0.017%
7/2/2024 Modus Advisors LLC167,485$9.65M3.4%+1.1%0.035%
7/2/2024Marcum Wealth LLC9,405$542K0.1%+27.0%0.002%
7/2/2024 GAMMA Investing LLC52,031$3.00M0.4%+12.9%0.011%
7/1/2024 Capital Market Strategies LLC11,455$660K0.4%-2.3%0.002%
7/1/2024 Jackson Wealth Management LLC133,003$7.66M1.6%-32.4%0.028%
6/25/2024Sensible Money LLC3,455$201K0.1%N/A0.001%
6/11/2024 Jackson Wealth Management LLC196,887$11.43M1.4%+8.7%0.042%
6/11/2024American Trust1,447,496$84.04M7.7%-29.9%0.306%
6/11/2024EverSource Wealth Advisors LLC150,575$8.43M0.7%+27.2%0.032%
6/5/2024Objective Capital Management LLC31,232$1.81M1.2%+1.7%0.007%
5/30/2024Peninsula Wealth LLC16,481$957K0.1%N/A0.003%
5/24/2024Cetera Advisor Networks LLC861,695$50.03M0.2%-6.8%0.182%
5/24/2024Cetera Advisors LLC784,579$45.55M0.4%+36.4%0.166%
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5/24/2024Cetera Investment Advisers1,922,423$111.62M0.3%+319.5%0.406%
5/24/2024Invst LLC28,711$1.66M0.2%+6.6%0.006%
5/23/2024Community Trust & Investment Co.4,797$279K0.0%-5.3%0.001%
5/21/2024Atria Investments Inc460,907$26.76M0.4%+10.5%0.097%
5/20/2024Strategic Wealth Partners Ltd.929,317$53.96M5.9%+1.9%0.196%
5/17/2024National Wealth Management Group LLC6,221$361K0.3%-2.9%0.001%
5/17/2024XML Financial LLC436,147$25.32M2.6%+2.3%0.092%
5/17/2024WealthPlan Investment Management LLC96,252$5.59M0.9%-28.1%0.020%
5/17/2024Comerica Bank589,449$34.22M0.1%-1.2%0.125%
5/17/2024Creekmur Asset Management LLC6,519$379K0.1%-53.1%0.001%
(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, 1,031 institutional investors and hedge funds held shares of iShares Core Dividend Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($941.39M), Morgan Stanley ($938.98M), LPL Financial LLC ($526.35M), Raymond James Financial Services Advisors Inc. ($505.72M), Ameriprise Financial Inc. ($486.56M), Envestnet Asset Management Inc. ($459.80M), and PNC Financial Services Group Inc. ($432.43M).Learn more on DGRO's institutional investors.

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

Of the 901 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: Rezny Wealth Management Inc. ($9.83M), Wealthfront Advisers LLC ($4.34M), Houlihan Financial Resource Group Ltd. ($3.32M), LPL Financial LLC ($2.60M), Raymond James Financial Services Advisors Inc. ($2.27M), JPMorgan Chase & Co. ($2.25M), and Envestnet Asset Management Inc. ($2.07M).

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

Institutional investors have bought a total of 93,671,269 shares in the last 24 months. This purchase volume represents approximately $4.66B in transactions.

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

Of the 638 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. ($33.79M), Whalerock Point Partners LLC ($23.46M), Houlihan Financial Resource Group Ltd. ($3.22M), AE Wealth Management LLC ($2.41M), CFS Investment Advisory Services LLC ($2.36M), 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 99,101,605 shares in the last 24 months. This volume of shares sold represents approximately $5.17B in transactions.

This page (NYSEARCA:DGRO) was last updated on 7/17/2024 by Staff

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