DGRO
iShares Core Dividend Growth ETF
1W: +0.5%
1M: +1.7%
3M: +0.5%
YTD: +6.2%
1Y: +20.4%
3Y: +60.5%
5Y: +62.6%
$74.85
+0.70 (+0.94%)
Weekly Expected Move ±1.2%
$72
$72
$73
$74
$75
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DGRO
1,365
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
19B
Total Invested
97
New Positions
544
Increased
518
Reduced
137
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1475 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 20,236,610 | 1.5B | +1,473,264 | +7.9% | 13Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 19,389,641 | 1.5B | -367,618 | -1.9% | 13Q | SEC ↗ |
| 3 | MORGAN STANLEY | 19,366,070 | 1.4B | +331,748 | +1.7% | 12Q | SEC ↗ |
| 4 | Wealthfront Advisers LLC | 17,425,702 | 1.3B | +3,494,469 | +25.1% | 13Q | SEC ↗ |
| 5 | Capital Investment Advisors, LLC | 16,863,188 | 1.3B | +8,523,267 | +102.2% | 13Q | SEC ↗ |
| 6 | JONES FINANCIAL COMPANIES LLLP | 12,067,891 | $903M | +2,077,934 | +20.8% | 13Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 10,864,804 | $813M | +118,609 | +1.1% | 6Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 10,627,078 | $795M | +335,571 | +3.3% | 13Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 8,230,843 | $616M | +93,718 | +1.2% | 13Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 7,225,477 | $541M | -41,759 | -0.6% | 13Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 7,050,627 | $528M | +665,808 | +10.4% | 12Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 6,855,975 | $513M | -90,119 | -1.3% | 13Q | SEC ↗ |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 6,310,350 | $472M | -479,825 | -7.1% | 13Q | SEC ↗ |
| 14 | FMR LLC | 5,295,381 | $396M | -504,611 | -8.7% | 13Q | SEC ↗ |
| 15 | HighTower Advisors, LLC | 5,148,918 | $385M | +147,280 | +2.9% | 13Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 4,772,766 | $357M | -4,387,305 | -47.9% | 13Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 4,753,627 | $356M | +1,423,042 | +42.7% | 13Q | SEC ↗ |
| 18 | UBS Group AG | 4,659,680 | $349M | +143,463 | +3.2% | 13Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 3,324,499 | $249M | +228,446 | +7.4% | 13Q | SEC ↗ |
| 20 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 3,185,104 | $238M | -74,052 | -2.3% | 2Q | SEC ↗ |
| 21 | MML INVESTORS SERVICES, LLC | 3,122,246 | $234M | -447,884 | -12.5% | 13Q | SEC ↗ |
| 22 | TRUIST FINANCIAL CORP | 2,937,418 | $220M | -94,018 | -3.1% | 13Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 2,770,076 | $207M | +91,853 | +3.4% | 13Q | SEC ↗ |
| 24 | Mariner, LLC | 2,718,697 | $203M | +119,926 | +4.6% | 13Q | SEC ↗ |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,492,043 | $187M | -145,497 | -5.5% | 13Q | SEC ↗ |
| 26 | HM PAYSON & CO | 1,965,020 | $147M | +1,778,800 | +955.2% | 12Q | SEC ↗ |
| 27 | Avior Wealth Management, LLC | 1,899,744 | $142M | -7,921 | -0.4% | 13Q | SEC ↗ |
| 28 | TD PRIVATE CLIENT WEALTH LLC | 1,870,534 | $140M | +148,005 | +8.6% | 13Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 1,751,054 | $131M | +110,151 | +6.7% | 13Q | SEC ↗ |
| 30 | Corient Private Wealth LLC | 1,626,347 | $122M | -1,681,225 | -50.8% | 13Q | SEC ↗ |
| 31 | First Command Advisory Services, Inc. | 1,520,205 | $114M | +6,299 | +0.4% | 13Q | SEC ↗ |
| 32 | ProVise Management Group, LLC | 1,403,415 | $105M | +40,085 | +2.9% | 13Q | SEC ↗ |
| 33 | Beacon Pointe Advisors, LLC | 1,394,397 | $104M | +546,673 | +64.5% | 13Q | SEC ↗ |
| 34 | BlackRock, Inc. | 1,348,444 | $101M | +80,062 | +6.3% | 7Q | SEC ↗ |
| 35 | Dynasty Wealth Management, LLC | 1,281,275 | $96M | +1,272,895 | +15189.7% | 3Q | SEC ↗ |
| 36 | Strategies Wealth Advisors, LLC | 1,264,195 | $95M | -34,272 | -2.6% | 13Q | SEC ↗ |
| 37 | Quotient Wealth Partners, LLC NEW | 1,222,650 | $92M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Gratus Wealth Advisors, LLC | 1,218,011 | $91M | -36,883 | -2.9% | 10Q | SEC ↗ |
| 39 | SHP Wealth Management | 1,196,825 | $90M | -16,589 | -1.4% | 2Q | SEC ↗ |
| 40 | Seven Springs Wealth Group, LLC | 1,143,665 | $86M | +7,582 | +0.7% | 13Q | SEC ↗ |
| 41 | Ledyard National Bank | 1,142,426 | $86M | -80,120 | -6.6% | 13Q | SEC ↗ |
| 42 | Cambridge Investment Research Advisors | 1,106,092 | $83M | +43,536 | +4.1% | 13Q | SEC ↗ |
| 43 | Confluence Wealth Services, Inc. | 1,050,750 | $79M | +8,115 | +0.8% | 13Q | SEC ↗ |
| 44 | American Trust | 993,754 | $74M | +32,783 | +3.4% | 13Q | SEC ↗ |
| 45 | Sanctuary Advisors, LLC | 984,746 | $74M | +13,406 | +1.4% | 8Q | SEC ↗ |
| 46 | Private Advisor Group, LLC | 938,814 | $70M | -7,263 | -0.8% | 13Q | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 926,648 | $69M | +11,013 | +1.2% | 13Q | SEC ↗ |
| 48 | First Business Financial Services, Inc | 835,155 | $63M | +13,111 | +1.6% | 13Q | SEC ↗ |
| 49 | Stonebridge Financial Group, LLC | 829,714 | $62M | +41,535 | +5.3% | 6Q | SEC ↗ |
| 50 | Horizon Investments, LLC | 800,194 | $60M | -75,023 | -8.6% | 12Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Quotient Wealth Partners, LLC | 1,222,650 | $92M |
| TRB Wealth Management, LLC | 439,261 | $33M |
| Davidson Capital Management Inc. | 350,381 | $26M |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 236,935 | $18M |
| COFG Advisors, LLC | 153,663 | $12M |
| Madson Wealth Advisors Inc | 116,947 | $9M |
| ARQ WEALTH ADVISORS, LLC | 112,240 | $8M |
| Talon Private Wealth, LLC | 94,257 | $7M |
| Independent Advisor Alliance | 90,847 | $7M |
| ASHTON THOMAS SECURITIES, LLC | 82,543 | $6M |
| LexAurum Advisors, LLC | 81,448 | $6M |
| Oak Barrel Wealth Advisory LLC | 44,781 | $3M |
| Financial Concepts Unlimited, Inc. | 44,421 | $3M |
| Vanguard National Trust Co | 27,719 | $2M |
| GLENMEDE TRUST CO NA | 22,941 | $2M |
| DecisionMap Wealth Management, LLC | 22,206 | $2M |
| CIBC Bancorp USA Inc. | 18,180 | $1M |
| SNOWWATER INVESTMENT PARTNERS, LLC | 17,886 | $1M |
| Addison Capital Co | 17,715 | $1M |
| PW Nova Financial Services LLC | 15,558 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kingstone Capital Partners Texas, L | 2,740,517 | $205M |
| WELLINGTON MANAGEMENT GROUP LLP | 968,195 | $72M |
| NewEdge Advisors, LLC | 885,833 | $66M |
| PERRITT CAPITAL MANAGEMENT INC | 169,068 | $13M |
| Stephens Consulting, LLC | 94,367 | $7M |
| BAROMETER CAPITAL MANAGEMENT INC. | 78,367 | $6M |
| Veltria Advisors Corp. | 71,200 | $5M |
| Financial Advocates Investment Mana | 63,666 | $5M |
| Diversify Advisory Services, LLC | 60,757 | $5M |
| FSC Wealth Advisors, LLC | 43,173 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 27,963 | $2M |
| Tradewinds, LLC. | 26,316 | $2M |
| Freedom Investment Management, Inc. | 25,886 | $2M |
| Consolidated Portfolio Review Corp | 25,023 | $2M |
| IFG Advisory, LLC | 20,500 | $2M |
| FLOW TRADERS U.S. LLC | 19,848 | $1M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 19,095 | $1M |
| Matrix Trust Co | 18,984 | $1M |
| Providence First Trust Co | 14,631 | $1M |
| Gambit Capital Management, LLC | 12,207 | $914K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital Investment Advisors, LLC | +8,523,267 | +102.2% | 16,863,188 |
| Wealthfront Advisers LLC | +3,494,469 | +25.1% | 17,425,702 |
| JONES FINANCIAL COMPANIES LLLP | +2,077,934 | +20.8% | 12,067,891 |
| HM PAYSON & CO | +1,778,800 | +955.2% | 1,965,020 |
| LPL Financial LLC | +1,473,264 | +7.9% | 20,236,610 |
| JPMORGAN CHASE & CO | +1,423,042 | +42.7% | 4,753,627 |
| Dynasty Wealth Management, LLC | +1,272,895 | +15189.7% | 1,281,275 |
| FIFTH THIRD BANCORP | +739,230 | +4352.0% | 756,216 |
| WELLS FARGO & COMPANY/MN | +665,808 | +10.4% | 7,050,627 |
| Beacon Pointe Advisors, LLC | +546,673 | +64.5% | 1,394,397 |
| ENVESTNET ASSET MANAGEMENT INC | +335,571 | +3.3% | 10,627,078 |
| MORGAN STANLEY | +331,748 | +1.7% | 19,366,070 |
| Cetera Investment Advisers | +228,446 | +7.4% | 3,324,499 |
| JGP Wealth Management, LLC | +225,197 | +44.9% | 727,226 |
| TD PRIVATE CLIENT WEALTH LLC | +148,005 | +8.6% | 1,870,534 |
| HighTower Advisors, LLC | +147,280 | +2.9% | 5,148,918 |
| UBS Group AG | +143,463 | +3.2% | 4,659,680 |
| UBS AM, a distinct business unit of | +135,013 | +2477.8% | 140,462 |
| DAVIDSON INVESTMENT ADVISORS | +126,097 | +93.0% | 261,636 |
| FORM Wealth Advisors, LLC | +124,297 | +21.0% | 715,444 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Auto-Owners Insurance Co | -47,865,090 | -98.6% | 689,500 |
| GOLDMAN SACHS GROUP INC | -4,387,305 | -47.9% | 4,772,766 |
| Corient Private Wealth LLC | -1,681,225 | -50.8% | 1,626,347 |
| FMR LLC | -504,611 | -8.7% | 5,295,381 |
| PNC FINANCIAL SERVICES GROUP, INC. | -479,825 | -7.1% | 6,310,350 |
| MML INVESTORS SERVICES, LLC | -447,884 | -12.5% | 3,122,246 |
| CORRECT CAPITAL WEALTH MANAGEMENT | -393,487 | -71.8% | 154,882 |
| Madison Wealth Partners, Inc | -381,088 | -58.9% | 266,466 |
| Capital Analysts, LLC | -369,254 | -44.6% | 459,104 |
| BANK OF AMERICA CORP /DE | -367,618 | -1.9% | 19,389,641 |
| ABOUND FINANCIAL, LLC | -367,542 | -98.6% | 5,406 |
| Rockefeller Capital Management L.P. | -247,806 | -42.7% | 332,816 |
| CONSILIO WEALTH ADVISORS, LLC | -232,863 | -63.4% | 134,379 |
| HF Advisory Group, LLC | -193,328 | -59.6% | 130,852 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -191,982 | -33.1% | 388,086 |
| Capital Investment Advisory Service | -156,450 | -88.8% | 19,714 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -145,497 | -5.5% | 2,492,043 |
| Clarkston Capital Partners, LLC | -124,224 | -86.0% | 20,145 |
| FourThought Financial Partners, LLC | -110,027 | -32.8% | 225,324 |
| TRUIST FINANCIAL CORP | -94,018 | -3.1% | 2,937,418 |