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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$65.22 +0.31 (+0.48%)
As of 07/3/2025 05:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
773
Total
Institutional Inflows
(last 12 months)
$3.19B
Number of
Institutional Sellers
(last 12 months)
525
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
7/2/2025 Norway Savings Bank43,944$2.81M1.4%+20.8%0.009%
7/2/2025 HBW Advisory Services LLC33,427$2.14M0.3%-27.1%0.007%
7/2/2025 Helen Stephens Group LLC11,272$721K0.2%-22.3%0.002%
7/2/2025 Crumly & Associates Inc.123,989$7.93M1.9%-6.6%0.025%
7/1/2025 Harbor Investment Advisory LLC66,833$4.27M0.4%+43.8%0.013%
6/17/2025Howe & Rusling Inc.50,917$3.15M0.3%+5.5%0.010%
6/3/2025Invst LLC25,704$1.59M0.2%-30.1%0.005%
6/2/2025Modern Wealth Management LLC11,785$728K0.0%+14.1%0.002%
5/28/2025Jones Financial Companies Lllp5,837,667$356.99M0.3%+38.2%1.174%
5/28/2025Vista Cima Wealth Management LLC70,762$4.37M3.2%+1.9%0.014%
5/27/2025Advisors Capital Management LLC3,503$216K0.0%-16.6%0.001%
5/22/2025BOS Asset Management LLC5,079$314K0.1%+8.9%0.001%
5/21/2025McAdam LLC7,707$476K0.0%-13.3%0.002%
5/21/2025Geneos Wealth Management Inc.43,532$2.69M0.1%+12.9%0.009%
5/20/2025Focus Partners Wealth636,927$39.35M0.1%-20.9%0.128%
5/20/2025Integrity Alliance LLC.70,680$4.37M0.2%N/A0.014%
5/20/2025Anchor Investment Management LLC25,376$1.57M0.1%-2.3%0.005%
5/19/2025Jane Street Group LLC13,247$818K0.0%-75.3%0.003%
5/19/2025SageView Advisory Group LLC9,677$598K0.0%-17.6%0.002%
5/16/2025American Trust635,152$39.24M9.7%-54.9%0.128%
5/16/2025Northeast Financial Consultants Inc1,469,209$90.77M4.0%+1.4%0.297%
5/16/2025Ascent Group LLC5,797$358K0.0%+51.1%0.001%
5/16/2025Coppell Advisory Solutions LLC279,964$17.30M1.4%+8,816.1%0.057%
5/16/2025Arete Wealth Advisors LLC70,228$4.34M0.3%-11.3%0.014%
5/16/2025Signature Estate & Investment Advisors LLC14,270$882K0.0%+68.7%0.003%
5/16/2025Goldman Sachs Group Inc.4,523,223$279.45M0.0%+3.0%0.904%
5/16/2025Knightsbridge Asset Management LLC162,985$10.07M2.5%+0.6%0.033%
5/16/2025Jones Financial Companies Lllp1,846,200$108.12M0.1%-56.3%0.373%
5/16/2025Talon Private Wealth LLC13,609$841K0.1%-22.3%0.003%
5/16/2025Rise Advisors LLC445$27K0.0%N/A0.000%
5/16/2025Ruggaard & Associates LLC20,468$1.27M0.6%+18.9%0.004%
5/16/2025NewEdge Advisors LLC685,791$42.37M0.2%+16.5%0.138%
5/16/2025Integrated Wealth Concepts LLC245,707$15.18M0.2%+5.9%0.050%
5/16/2025Edmond DE Rothschild Holding S.A.3,000$185K0.0%-83.0%0.001%
5/16/2025Curi RMB Capital LLC13,542$837K0.0%-15.9%0.003%
5/16/2025AQR Capital Management LLC13,842$855K0.0%+95.4%0.003%
5/16/2025Ancora Advisors LLC9,499$587K0.0%+4.4%0.002%
5/16/2025Aprio Wealth Management LLC117,005$7.23M0.9%+6.1%0.024%
5/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.202,030$12.48M1.9%+1.1%0.041%
5/15/2025EP Wealth Advisors LLC111,028$6.86M0.1%-12.4%0.022%
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5/15/2025LGL Partners LLC101,900$6.30M3.0%-67.1%0.021%
5/15/2025Capital Investment Counsel LLC109,663$6.78M1.1%-2.0%0.022%
5/15/2025Focus Partners Advisor Solutions LLC11,834$731K0.0%+4.6%0.002%
5/15/2025First Financial Bankshares Inc3,915$242K0.0%+4.6%0.001%
5/15/2025Royal Bank of Canada6,157,442$380.41M0.1%+3.7%1.243%
5/15/2025MAI Capital Management258,565$15.97M0.1%-1.5%0.052%
5/15/2025Calton & Associates Inc.4,997$309K0.1%N/A0.001%
5/15/2025Brasada Capital Management LP13,341$824K0.2%-3.0%0.003%
5/15/2025Second Line Capital LLC3,275$202K0.1%N/A0.001%
5/15/2025Connecticut Wealth Management LLC107,474$6.64M0.3%-0.3%0.022%
5/15/2025Baird Financial Group Inc.948,151$58.58M0.1%-1.2%0.191%
5/15/2025Evergreen Capital Management LLC21,350$1.32M0.0%+15.3%0.004%
5/15/2025Vermillion & White Wealth Management Group LLC533$33K0.0%N/A0.000%
5/15/2025WPG Advisers LLC2,100$130K0.1%N/A0.000%
5/15/2025TD Capital Management LLC33,082$2.04M0.2%-2.1%0.007%
5/15/2025Monterey Private Wealth Inc.147,778$9.13M2.7%+2.4%0.030%
5/15/2025Oarsman Capital Inc.3,767$233K0.0%-11.0%0.001%
5/14/2025Paces Ferry Wealth Advisors LLC7,287$450K0.2%-4.1%0.001%
5/14/2025Note Advisors LLC3,998$247K0.2%-7.2%0.001%
5/14/2025Ieq Capital LLC132,570$8.19M0.1%+12.2%0.027%
5/14/2025Samalin Investment Counsel LLC55,225$3.41M1.4%+14.9%0.011%
5/14/2025PKS Advisory Services LLC11,025$681K0.2%-4.4%0.002%
5/14/2025WCG Wealth Advisors LLC35,525$2.20M0.2%-11.6%0.007%
5/14/2025Talisman Wealth Advisors LLC108,252$6.69M6.7%+7.7%0.022%
5/14/2025NCM Capital Management LLC19,360$1.20M0.5%-3.8%0.004%
5/14/2025Islay Capital Management LLC25,527$1.58M1.1%-30.5%0.005%
5/14/2025Apexium Financial LP197,389$12.20M0.7%+1.1%0.040%
5/14/2025Tandem Wealth Advisors LLC199,548$12.31M6.4%-2.4%0.040%
5/14/2025Comerica Bank559,326$34.56M0.1%+3.5%0.113%
5/14/2025Freedom Investment Management Inc.4,549$281K0.0%-97.1%0.001%
5/14/2025Synovus Financial Corp44,178$2.73M0.0%+1.2%0.009%
5/14/2025Smartleaf Asset Management LLC30,919$1.89M0.2%+78.9%0.006%
5/14/2025Biondo Investment Advisors LLC23,978$1.48M0.2%-1.4%0.005%
5/14/2025Northwestern Mutual Wealth Management Co.2,078,455$128.41M0.1%+1.8%0.420%
5/14/2025Sax Wealth Advisors LLC8,275$511K0.0%+26.1%0.002%
5/14/2025Strategies Wealth Advisors LLC1,241,908$76.73M9.4%+3.1%0.251%
5/14/2025Kestra Advisory Services LLC306,640$18.94M0.1%-0.4%0.062%
5/14/2025Hobbs Group Advisors LLC6,138$379K0.1%+10.6%0.001%
5/14/2025Ameriprise Financial Inc.6,823,749$421.76M0.1%-7.0%1.378%
5/14/2025Guidance Point Advisors LLC52,514$3.24M0.9%+0.5%0.011%
5/14/2025CW Advisors LLC94,036$5.81M0.1%+1,916.6%0.019%
5/14/2025PGIM Custom Harvest LLC13,159$813K0.0%-16.0%0.003%
5/14/2025Capital Analysts LLC249,359$15.41M0.6%+10.8%0.050%
5/14/2025Level Four Advisory Services LLC72,432$4.48M0.2%+53.1%0.015%
5/14/2025Venture Visionary Partners LLC11,625$718K0.0%-48.8%0.002%
5/14/2025Legacy Financial Advisors Inc.187,094$11.56M1.9%-3.5%0.038%
5/14/2025Colonial Trust Advisors252,147$15.58M1.4%+6.7%0.051%
5/14/2025Lincoln Capital LLC9,738$569K0.1%-2.8%0.002%
5/14/2025RWA Wealth Partners LLC23,699$1.46M0.0%+6.8%0.005%
5/13/2025Aptus Capital Advisors LLC111,554$6.89M0.1%+17.3%0.023%
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5/13/2025Watts Gwilliam & Co. LLC20,728$1.28M0.3%+2.0%0.004%
5/13/2025TriaGen Wealth Management LLC135,332$8.36M2.9%+0.8%0.027%
5/13/2025Mill Creek Capital Advisors LLC81,460$5.03M0.1%-33.3%0.016%
5/13/2025Freestone Capital Holdings LLC15,197$939K0.0%-3.2%0.003%
5/13/2025Cascade Financial Partners LLC80,789$4.99M0.6%+2.0%0.016%
5/13/2025Steward Partners Investment Advisory LLC660,103$40.78M0.4%+1.6%0.133%
5/13/2025Raymond James Financial Inc.10,230,233$632.02M0.2%+1.7%2.066%
5/13/2025DDFG Inc194,089$11.99M3.3%+9.3%0.039%
5/13/2025Cresset Asset Management LLC111,921$6.91M0.0%-2.2%0.023%
5/13/2025EverSource Wealth Advisors LLC200,510$12.39M0.7%+8.8%0.040%
(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 iShares Core Dividend Growth ETF's institutional investors.

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

Of the 1,009 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 ($3.75M), Houlihan Financial Resource Group Ltd. ($3.22M), Jones Financial Companies Lllp ($2.99M), Strategic Financial Concepts LLC ($2.62M), and JPMorgan Chase & Co. ($1.84M).

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

Institutional investors have bought a total of 52,287,421 shares in the last 24 months. This purchase volume represents approximately $3.19B in transactions.

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

Of the 525 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), CWM LLC ($1.15M), Jane Street Group LLC ($1.07M), 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 33,141,959 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 7/4/2025 by MarketBeat.com Staff
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