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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

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$56.54
+0.37 (+0.66%)
(As of 04/23/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Number of
Institutional Buyers
(last 12 months)
626
Total
Institutional Inflows
(last 12 months)
$2.01B
Number of
Institutional Sellers
(last 12 months)
468
Total
Institutional Outflows
(last 12 months)
$1.20B
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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
4/23/2024WASHINGTON TRUST Co2,265$132K0.0%+806.0%0.000%
4/23/2024TrueWealth Advisors LLC4,820$280K0.1%-32.9%0.001%
4/23/2024Bluesphere Advisors LLC4,520$262K0.1%N/A0.001%
4/23/2024Summit Trail Advisors LLC4,143$241K0.0%N/A0.001%
4/23/20244J Wealth Management LLC205,347$11.92M10.3%+0.4%0.044%
4/23/2024Accurate Wealth Management LLC14,067$784K0.2%N/A0.003%
4/23/2024Wealth Effects LLC10,810$628K0.2%-19.6%0.002%
4/23/2024Raymond James Financial Services Advisors Inc.8,710,235$505.72M0.8%-0.7%1.850%
4/22/2024Strategic Financial Concepts LLC62,634$3.64M0.9%+51.0%0.013%
4/22/2024Confluence Wealth Services Inc.614,615$35.69M3.2%+11.1%0.131%
4/22/2024Rovin Capital UT ADV15,401$894K0.4%+13.6%0.003%
4/22/2024Forza Wealth Management LLC34,003$1.97M1.0%+6.1%0.007%
4/22/2024HF Advisory Group LLC92,009$5.34M3.0%+0.8%0.020%
4/22/2024PFG Investments LLC27,617$1.60M0.1%+583.6%0.006%
4/22/2024Provident Wealth Management LLC344,264$19.99M7.5%-0.2%0.073%
4/22/2024Parsons Capital Management Inc. RI79,807$4.63M0.3%-0.7%0.017%
4/22/2024Drive Wealth Management LLC23,040$1.34M0.4%+23.4%0.005%
4/22/2024Raymond James & Associates2,470,630$143.45M0.1%-1.7%0.525%
4/22/2024Echo Wealth Management LLC41,588$2.42M2.0%-24.9%0.009%
4/22/2024Accordant Advisory Group Inc4,497$261K0.2%N/A0.001%
4/22/2024EFG Asset Management Americas Corp.4,795$278K0.1%-73.9%0.001%
4/22/2024Strategies Wealth Advisors LLC1,020,945$59.28M9.1%+5.2%0.217%
4/19/2024Teamwork Financial Advisors LLC4,403$256K0.0%-4.9%0.001%
4/19/2024Veracity Capital LLC12,710$738K0.3%-8.3%0.003%
4/19/2024Marshall Financial Group LLC61,737$3.58M1.0%+8.6%0.013%
4/19/2024Financial Perspectives Inc46,303$2.69M1.0%+7.1%0.010%
4/19/2024Powers Advisory Group LLC181,136$10.52M6.0%+2.4%0.038%
4/19/2024ZRC Wealth Management LLC758$44K0.0%N/A0.000%
4/19/2024Accel Wealth Management157,467$9.14M3.9%+0.9%0.033%
4/19/2024Cornerstone Wealth Management LLC168,096$9.76M0.8%+4.6%0.036%
4/19/2024Fluent Financial LLC46,346$2.69M1.5%+1.8%0.010%
4/19/2024Westside Investment Management Inc.5,645$328K0.1%-7.2%0.001%
4/19/2024Red Tortoise LLC72,515$4.21M2.4%+0.5%0.015%
4/19/2024Valley National Advisers Inc.16,624$965K0.1%-6.6%0.004%
4/19/2024OMNI 360 Wealth Inc.21,149$1.23M1.0%-2.9%0.004%
4/18/2024Summit Investment Advisory Services LLC392,535$22.79M13.5%-8.8%0.085%
4/18/2024Capital Advisors Ltd. LLC265,171$15.40M2.0%+2.0%0.057%
4/18/2024Edmonds Duncan Registered Investment Advisors LLC37,275$2.16M0.5%-1.9%0.008%
4/18/2024Colton Groome Financial Advisors LLC5,604$325K0.1%+50.3%0.001%
4/18/2024Consilio Wealth Advisors LLC339,420$19.71M9.2%+0.4%0.073%
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4/18/2024Claro Advisors LLC10,359$601K0.1%+3.4%0.002%
4/18/2024Hubbell Strickland Wealth Management LLC90,194$5.24M2.7%+4.0%0.019%
4/18/2024Kowal Investment Group LLC27,862$1.62M0.3%N/A0.006%
4/18/2024HFG Advisors Inc.7,062$410K0.4%N/A0.002%
4/18/2024Financial Life Advisors15,075$875K0.4%-50.2%0.003%
4/18/2024BKM Wealth Management LLC7,308$424K0.2%-43.9%0.002%
4/18/2024Diversified Trust Co11,250$653K0.0%+102.0%0.002%
4/18/2024Fifth Third Securities Inc.404,825$23.50M2.3%+2.2%0.087%
4/18/2024Scott Capital Advisors LLC224,680$12.87M3.9%+9.7%0.049%
4/18/2024Francis Financial Inc.5,248$305K0.1%N/A0.001%
4/18/2024Compass Ion Advisors LLC362,876$21.07M3.0%-1.7%0.078%
4/18/2024Koss Olinger Consulting LLC7,155$415K0.2%N/A0.002%
4/18/2024Breakwater Capital Group7,649$444K0.1%+41.0%0.002%
4/17/2024Stephens Consulting LLC5,444$316K0.1%+68.0%0.001%
4/17/2024Physician Wealth Advisors Inc.127,697$7.05M1.5%-0.3%0.028%
4/17/2024Founders Financial Securities LLC74,829$4.35M0.5%+49.7%0.016%
4/17/2024Guidance Capital Inc.57,986$3.22M1.2%-13.7%0.013%
4/17/2024Foguth Wealth Management LLC.29,645$1.72M0.9%N/A0.006%
4/17/2024Symphony Financial Ltd. Co.5,155$299K0.1%+14.7%0.001%
4/17/2024Vicus Capital318,603$18.50M1.7%+4.8%0.069%
4/17/2024Ridgecrest Wealth Partners LLC232,148$13.48M8.0%-5.7%0.050%
4/17/2024Grimes & Company Inc.4,563$265K0.0%-30.4%0.001%
4/17/2024Meridian Financial Partners LLC297,323$16.42M20.9%+3.1%0.064%
4/17/2024Criterion Capital Advisors LLC9,613$558K0.4%-4.8%0.002%
4/16/2024Occidental Asset Management LLC20,966$1.22M0.2%-1.7%0.005%
4/16/2024Astoria Portfolio Advisors LLC.12,715$706K0.3%-8.5%0.003%
4/16/2024Atwater Malick LLC10,774$626K0.2%+39.7%0.002%
4/16/2024Pinnacle Bancorp Inc.13,340$775K0.2%-4.1%0.003%
4/16/2024Dohj LLC27,005$1.57M0.4%-5.1%0.006%
4/16/2024180 Wealth Advisors LLC73,674$4.28M0.8%-6.9%0.016%
4/16/2024Sunburst Financial Group LLC13,606$786K0.2%-2.2%0.003%
4/16/2024Pasadena Private Wealth LLC15,507$900K0.2%+3.2%0.003%
4/16/2024Wealth Enhancement Advisory Services LLC542,452$31.50M0.1%-1.8%0.117%
4/16/2024PFS Partners LLC234,961$13.64M9.0%+0.5%0.051%
4/16/2024Advocacy Wealth Management Services LLC32,224$1.87M0.2%-82.6%0.007%
4/15/2024Janiczek Wealth Management LLC4,874$283K0.1%+712.3%0.001%
4/15/2024WealthCare Investment Partners LLC16,946$984K0.5%-23.3%0.004%
4/15/2024Wealthcare Advisory Partners LLC27,380$1.59M0.1%-13.3%0.006%
4/15/2024Northeast Financial Group Inc.45,894$2.67M1.2%-16.0%0.010%
4/15/2024Aspiriant LLC13,463$782K0.0%-45.5%0.003%
4/15/2024Sovereign Financial Group Inc.7,642$444K0.1%-27.2%0.002%
4/15/2024Future Financial Wealth Managment LLC10,404$604K0.5%-3.0%0.002%
4/15/2024Brookstone Capital Management23,759$1.38M0.0%-2.7%0.005%
4/15/2024Sunbelt Securities Inc.79,351$4.61M0.5%-15.9%0.017%
4/15/2024Ehrlich Financial Group21,405$1.24M1.0%-63.0%0.005%
4/15/2024Flagstar Advisors Inc.248,620$14.44M4.0%+1.0%0.054%
4/15/2024Kingswood Wealth Advisors LLC18,784$1.09M0.1%+18.7%0.004%
4/15/2024Mcdonald Partners LLC5,350$311K0.1%-21.0%0.001%
4/15/2024Altus Wealth Management LLC410,858$23.85M12.6%+1.3%0.089%
4/15/2024West Paces Advisors Inc.9,488$551K0.1%N/A0.002%
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4/13/2024 Priebe Wealth Holdings LLC25,443$1.48M1.2%-1.6%0.005%
4/13/2024 Quad Cities Investment Group LLC87,208$5.06M3.0%-3.8%0.019%
4/12/2024 Dynamic Advisor Solutions LLC270,104$15.68M0.5%+3.4%0.058%
4/12/2024 Fermata Advisors LLC74,227$4.31M1.0%+2.0%0.016%
4/12/2024 Annex Advisory Services LLC13,253$769K0.0%-2.9%0.003%
4/12/2024 Capital Planning LLC339,195$19.69M6.4%+6.6%0.073%
4/12/2024 Ignite Planners LLC18,149$1.05M0.3%+99.1%0.004%
4/12/2024 Harbor Investment Advisory LLC44,589$2.59M0.3%+0.5%0.010%
4/12/2024 AdvisorNet Financial Inc9,240$536K0.1%-18.9%0.002%
4/12/2024Lane & Associates LLC6,085$353K0.2%+17.3%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, 1,028 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), Whalerock Point Partners LLC ($703.64M), LPL Financial LLC ($526.35M), Raymond James Financial Services Advisors Inc. ($505.72M), Ameriprise Financial Inc. ($486.56M), and Envestnet Asset Management Inc. ($459.80M).Learn more on DGRO's institutional investors.

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

Of the 918 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), CFS Investment Advisory Services LLC ($4.36M), Wealthfront Advisers LLC ($4.34M), Houlihan Financial Resource Group Ltd. ($3.32M), Raymond James Financial Services Advisors Inc. ($3.23M), LPL Financial LLC ($2.60M), and JPMorgan Chase & Co. ($2.56M).

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

Institutional investors have bought a total of 101,455,414 shares in the last 24 months. This purchase volume represents approximately $5.05B in transactions.

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

Of the 628 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. ($33.75M), 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), Advocacy Wealth Management Services LLC ($1.10M), and First Command Financial Services Inc. ($995.28K).

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

Institutional investors have sold a total of 73,429,129 shares in the last 24 months. This volume of shares sold represents approximately $3.67B in transactions.


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This page (NYSEARCA:DGRO) was last updated on 4/24/2024 by MarketBeat.com Staff

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