DGRO Institutional Ownership
iShares Core Dividend Growth ETF
1W: -1.0%
1M: -3.8%
3M: -1.9%
YTD: +8.6%
1Y: +11.6%
3Y: +61.0%
5Y: +62.8%
$75.77
+0.33 (+0.44%)
Weekly Expected Move ±1.1%
$74
$75
$76
$77
$77
Overview
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Holdings
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Institutional Ownership — DGRO
1,411
Institutional Holders
+41 vs prior quarter
0.0%
Ownership
+0.00pp
24B
Total Invested
112
New Positions
603
Increased
464
Reduced
62
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1472 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 21,292,882 | 1.6B | +1,056,272 | +5.2% | 48Q | SEC ↗ |
| 2 | MORGAN STANLEY | 20,167,455 | 1.5B | +800,081 | +4.1% | 48Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 19,247,587 | 1.5B | -142,054 | -0.7% | 15Q | SEC ↗ |
| 4 | Wealthfront Advisers LLC | 17,739,616 | 1.3B | +313,914 | +1.8% | 15Q | SEC ↗ |
| 5 | JONES FINANCIAL COMPANIES LLLP | 14,415,274 | 1.1B | +2,347,383 | +19.5% | 24Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 11,158,166 | $845M | +293,362 | +2.7% | 7Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 11,099,887 | $841M | +472,809 | +4.4% | 32Q | SEC ↗ |
| 8 | Capital Investment Advisors, LLC | 8,497,348 | $644M | +65,754 | +0.8% | 33Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 8,168,442 | $619M | -62,401 | -0.8% | 48Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 7,235,888 | $548M | +10,411 | +0.1% | 35Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 6,839,705 | $518M | +178,079 | +2.7% | 45Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 6,839,276 | $518M | -16,699 | -0.2% | 16Q | SEC ↗ |
| 13 | PNC Financial Services Group, Inc. | 5,857,129 | $444M | -453,221 | -7.2% | 15Q | SEC ↗ |
| 14 | HighTower Advisors, LLC | 5,305,798 | $402M | +156,880 | +3.0% | 40Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 4,988,207 | $378M | +215,441 | +4.5% | 15Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 4,968,272 | $376M | +214,645 | +4.5% | 41Q | SEC ↗ |
| 17 | UBS Group AG | 4,578,048 | $347M | -81,632 | -1.8% | 47Q | SEC ↗ |
| 18 | FMR LLC | 4,564,459 | $346M | -730,922 | -13.8% | 35Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 3,502,126 | $265M | +177,627 | +5.3% | 39Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 3,363,810 | $255M | +241,564 | +7.7% | 37Q | SEC ↗ |
| 21 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 3,114,188 | $236M | — | +0.0% | 4Q | SEC ↗ |
| 22 | TRUIST FINANCIAL CORP | 2,959,117 | $224M | +21,699 | +0.7% | 27Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 2,865,667 | $217M | +95,591 | +3.5% | 39Q | SEC ↗ |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,604,399 | $197M | +112,356 | +4.5% | 43Q | SEC ↗ |
| 25 | Mariner, LLC | 2,527,648 | $192M | -191,049 | -7.0% | 33Q | SEC ↗ |
| 26 | Kestra Advisory Services, LLC | 2,172,946 | $165M | +1,375,394 | +172.5% | 24Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 2,140,640 | $162M | +389,586 | +22.2% | 26Q | SEC ↗ |
| 28 | Avior Wealth Management, LLC | 2,122,891 | $161M | +223,147 | +11.7% | 29Q | SEC ↗ |
| 29 | TD PRIVATE CLIENT WEALTH LLC | 2,036,157 | $154M | +165,623 | +8.9% | 18Q | SEC ↗ |
| 30 | Corient Private Wealth LP | 1,530,327 | $116M | -96,020 | -5.9% | 15Q | SEC ↗ |
| 31 | First Command Advisory Services, Inc. | 1,443,278 | $109M | -76,927 | -5.1% | 35Q | SEC ↗ |
| 32 | Beacon Pointe Advisors, LLC | 1,441,791 | $109M | +47,394 | +3.4% | 21Q | SEC ↗ |
| 33 | ProVise Management Group, LLC | 1,430,575 | $108M | +27,160 | +1.9% | 22Q | SEC ↗ |
| 34 | Dynasty Wealth Management, LLC | 1,329,183 | $101M | +47,908 | +3.7% | 4Q | SEC ↗ |
| 35 | Bluespring Wealth Management, LLC NEW | 1,327,069 | $101M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Confluence Wealth Services, Inc. | 1,274,825 | $97M | +224,075 | +21.3% | 19Q | SEC ↗ |
| 37 | SHP Wealth Management | 1,268,880 | $96M | +72,055 | +6.0% | 3Q | SEC ↗ |
| 38 | Quotient Wealth Partners, LLC | 1,263,551 | $96M | +40,901 | +3.3% | 2Q | SEC ↗ |
| 39 | Gratus Wealth Advisors, LLC | 1,243,096 | $94M | +25,085 | +2.1% | 11Q | SEC ↗ |
| 40 | HM PAYSON & CO | 1,188,167 | $90M | -776,853 | -39.5% | 13Q | SEC ↗ |
| 41 | Seven Springs Wealth Group, LLC | 1,183,767 | $90M | +40,102 | +3.5% | 27Q | SEC ↗ |
| 42 | Ledyard National Bank | 1,162,346 | $88M | +19,920 | +1.7% | 27Q | SEC ↗ |
| 43 | Cambridge Investment Research Advisors | 1,125,372 | $85M | +19,280 | +1.7% | 43Q | SEC ↗ |
| 44 | Strategies Wealth Advisors, LLC | 1,106,388 | $84M | -157,807 | -12.5% | 15Q | SEC ↗ |
| 45 | American Trust | 1,039,043 | $79M | +45,289 | +4.6% | 19Q | SEC ↗ |
| 46 | Sanctuary Advisors, LLC | 980,791 | $74M | -3,955 | -0.4% | 9Q | SEC ↗ |
| 47 | BlackRock, Inc. | 958,011 | $73M | -390,433 | -29.0% | 8Q | SEC ↗ |
| 48 | NewEdge Advisors, LLC | 953,486 | $72M | +25,295 | +2.7% | 32Q | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 930,162 | $70M | +3,514 | +0.4% | 40Q | SEC ↗ |
| 50 | MCF Advisors LLC | 840,366 | $64M | -3,647 | -0.4% | 18Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Bluespring Wealth Management, LLC | 1,327,069 | $101M |
| Kinetic Wealth Investment Advisors | 668,090 | $51M |
| Global Retirement Partners, LLC | 259,102 | $20M |
| Planning Strategies Inc. | 205,356 | $16M |
| Gimbal Financial | 199,017 | $15M |
| Karpus Management, Inc. | 196,580 | $15M |
| Keeler Thomas Management LLC | 110,156 | $8M |
| VAQUERO PRIVATE WEALTH, LTD | 103,388 | $8M |
| Diversify Advisory Services, LLC | 102,799 | $8M |
| Ironwood Investment Counsel, LLC | 47,522 | $4M |
| Independent Solutions Wealth Manage | 45,955 | $3M |
| Oak Barrel Wealth Advisory LLC | 44,468 | $3M |
| Lotus Asset Management LLC | 36,340 | $3M |
| Fulton Bank, N.A. | 33,720 | $3M |
| IFG Advisory, LLC | 23,732 | $2M |
| ARWA LLC | 21,050 | $2M |
| AlTi Global, Inc. | 17,426 | $1M |
| D. E. Shaw & Co., Inc. | 16,116 | $1M |
| MONECO ADVISORS, LLC | 14,695 | $1M |
| GTS SECURITIES LLC | 11,083 | $840K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Talisman Wealth Advisors LLC | 167,631 | $13M |
| Independent Advisor Alliance | 90,847 | $7M |
| ASHTON THOMAS SECURITIES, LLC | 82,543 | $6M |
| BAROMETER CAPITAL MANAGEMENT INC. | 78,367 | $6M |
| FSC Wealth Advisors, LLC | 43,173 | $3M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 19,095 | $1M |
| Matrix Trust Co | 18,984 | $1M |
| Tranquilli Financial Advisor LLC | 13,085 | $991K |
| Gambit Capital Management, LLC | 12,207 | $925K |
| TIAA TRUST, NATIONAL ASSOCIATION | 11,320 | $858K |
| Bravias Capital Group, LLC | 9,497 | $720K |
| Darden Wealth Group Inc | 9,200 | $697K |
| Willis Johnson & Associates, Inc. | 9,121 | $691K |
| ONE Advisory Partners, LLC | 8,766 | $664K |
| Motley Fool Wealth Management, LLC | 8,633 | $654K |
| Sowell Financial Services LLC | 7,776 | $589K |
| Capital Advisory Group Advisory Ser | 7,590 | $575K |
| POTENTIA WEALTH | 7,064 | $535K |
| DIVERSIFIED MANAGEMENT INC | 6,530 | $495K |
| Envision Financial Transparency, LL | 6,220 | $471K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +2,347,383 | +19.5% | 14,415,274 |
| Kestra Advisory Services, LLC | +1,375,394 | +172.5% | 2,172,946 |
| LPL Financial LLC | +1,056,272 | +5.2% | 21,292,882 |
| MORGAN STANLEY | +800,081 | +4.1% | 20,167,455 |
| Integrated Wealth Concepts LLC | +484,305 | +157.1% | 792,612 |
| ENVESTNET ASSET MANAGEMENT INC | +472,809 | +4.4% | 11,099,887 |
| OSAIC HOLDINGS, INC. | +389,586 | +22.2% | 2,140,640 |
| Wealthfront Advisers LLC | +313,914 | +1.8% | 17,739,616 |
| RAYMOND JAMES FINANCIAL INC | +293,362 | +2.7% | 11,158,166 |
| MML INVESTORS SERVICES, LLC | +241,564 | +7.7% | 3,363,810 |
| Confluence Wealth Services, Inc. | +224,075 | +21.3% | 1,274,825 |
| Avior Wealth Management, LLC | +223,147 | +11.7% | 2,122,891 |
| GOLDMAN SACHS GROUP INC | +215,441 | +4.5% | 4,988,207 |
| JPMORGAN CHASE & CO | +214,645 | +4.5% | 4,968,272 |
| SVRN Asset Management, LLC | +179,620 | +104.0% | 352,342 |
| WELLS FARGO & COMPANY/MN | +178,079 | +2.7% | 6,839,705 |
| Cetera Investment Advisers | +177,627 | +5.3% | 3,502,126 |
| TD PRIVATE CLIENT WEALTH LLC | +165,623 | +8.9% | 2,036,157 |
| NATIXIS ADVISORS, LLC | +160,308 | +28.1% | 729,995 |
| HighTower Advisors, LLC | +156,880 | +3.0% | 5,305,798 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Horizon Investments, LLC | -814,773 | -100.0% | 166 |
| HM PAYSON & CO | -776,853 | -39.5% | 1,188,167 |
| FMR LLC | -730,922 | -13.8% | 4,564,459 |
| PNC Financial Services Group, Inc. | -453,221 | -7.2% | 5,857,129 |
| BlackRock, Inc. | -390,433 | -29.0% | 958,011 |
| Private Advisor Group, LLC | -213,244 | -22.7% | 725,570 |
| FORM Wealth Advisors, LLC | -208,317 | -29.1% | 507,127 |
| Jackson Wealth Management, LLC | -206,083 | -89.2% | 24,927 |
| Mariner, LLC | -191,049 | -7.0% | 2,527,648 |
| Auto-Owners Insurance Co | -175,000 | -25.4% | 514,500 |
| Strategies Wealth Advisors, LLC | -157,807 | -12.5% | 1,106,388 |
| Waverly Advisors, LLC | -147,324 | -20.9% | 558,937 |
| BANK OF AMERICA CORP /DE | -142,054 | -0.7% | 19,247,587 |
| ARQ WEALTH ADVISORS, LLC | -97,381 | -86.8% | 14,859 |
| Corient Private Wealth LP | -96,020 | -5.9% | 1,530,327 |
| UBS Group AG | -81,632 | -1.8% | 4,578,048 |
| First Command Advisory Services, In | -76,927 | -5.1% | 1,443,278 |
| Steward Partners Investment Advisor | -66,449 | -9.6% | 629,011 |
| FOUNDERS FINANCIAL SECURITIES LLC | -64,717 | -95.9% | 2,786 |
| ROYAL BANK OF CANADA | -62,401 | -0.8% | 8,168,442 |