ISHARES TR (DGRO) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling DGRO?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for ISHARES TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on DGRO?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

Is institutional money flowing into DGRO?

137 institutional investors hold ISHARES TR (DGRO). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about DGRO?

Track institutional sentiment and conviction scores for ISHARES TR (DGRO) including Smart Money Verdict and position changes on HoldingsIntel.

ISHARES TR

DGRO·46434V621·US·etf·Unknown - Unknown

CORE DIV GRWTH

DGRO (ISHARES TR) is held by 137 institutional investors as of Q4 2025. Largest holders: BANK OF AMERICA CORP /DE/ ($1.4B), MORGAN STANLEY ($1.3B), LPL Financial LLC ($1.3B). Net institutional sentiment: Mixed.

137

Holders

Avg rating(18 Elite)

$14.4B

Total Value

61% (144)

Fund Consensus

84 buying - 53 selling

Smart Money Verdict

View all

66Positive Momentum (Unconfirmed)Single Source

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See how DGRO's score breaks down across 4 SEC sources

Held by 137 funds

18 elite

Who's Trading

Congress

Scott Franklin

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	19.8M(+5.9%)	$1.4B	0.1%	+20.58%	34
MORGAN STANLEY	Increased	19.4M(+1.7%)	$1.3B	0.1%	+30.08%	32
LPL Financial LLC	Increased	18.8M(+3.3%)	$1.3B	0.4%	+51.08%	39
Wealthfront Advisers LLC	Increased	13.9M(+4.7%)	$967.1M	2.2%	+32.02%	57
RAYMOND JAMES FINANCIAL INC	Increased	10.7M(+2.7%)	$746M	0.2%	+20.80%	39
ENVESTNET ASSET MANAGEMENT INC	Decreased	10.3M(-2.5%)	$714.4M	0.2%	+49.13%	0
JONES FINANCIAL COMPANIES LLLP	Increased	10M(+16.1%)	$693.5M	0.4%	+19.20%	44
ROYAL BANK OF CANADA	Increased	8.1M(+24.0%)	$564.9M	0.1%	+17.70%	38
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	7.3M(-3.8%)	$504.5M	0.7%	+79.67%	0
WELLS FARGO & COMPANY/MN	Increased	7.1M(+10.4%)	$489.5M	0.1%	+40.46%	35
AMERIPRISE FINANCIAL INC	Decreased	6.9M(-4.7%)	$482.1M	0.1%	+68.91%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	6.8M(-10.6%)	$471.4M	0.3%	+76.05%	0
FMR LLC	Increased	5.8M(+10.5%)	$402.6M	0.0%	+20.05%	34
HighTower Advisors, LLC	Increased	5M(+0.8%)	$347.2M	0.4%	+46.03%	37
GOLDMAN SACHS GROUP INC	Decreased	5M(-0.5%)	$345.9M	0.0%	+20.68%	0
UBS Group AG	Decreased	4.5M(-4.5%)	$313.5M	0.1%	+95.71%	0
MML INVESTORS SERVICES, LLC	Decreased	3.6M(-4.6%)	$247.8M	0.6%	+61.09%	0
JPMORGAN CHASE & CO	Increased	3.3M(+0.3%)	$231.2M	0.0%	+21.39%	31
VANTAGEPOINT INVESTMENT ADVISERS LLC	Decreased	3.2M(-2.3%)	$221.1M	1.8%	+8.59%	0
Cetera Investment Advisers	Increased	3.1M(+19.8%)	$214.9M	0.2%	+25.91%	43
TRUIST FINANCIAL CORP	Increased	3M(+0.2%)	$210.4M	0.3%	+70.10%	37
STIFEL FINANCIAL CORP	Increased	2.7M(+5.0%)	$185.9M	0.2%	+50.23%	38
Mariner, LLC	Decreased	2.6M(-1.7%)	$180.4M	0.2%	+57.78%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	2.4M(+3.2%)	$164.8M	0.1%	+59.04%	37
Corient Private Wealth LLC	Increased	1.6M(+7.5%)	$114.5M	0.2%	+9.00%	39
OSAIC HOLDINGS, INC.	Increased	1.6M(+1.8%)	$113.9M	0.2%	+69.34%	37
First Command Advisory Services, Inc.	Decreased	1.5M(-1.1%)	$105.1M	0.7%	+59.77%	0
BlackRock, Inc.	Decreased	1.3M(-37.6%)	$88.1M	0.0%	+21.97%	0
Sanctuary Advisors, LLC	Increased	971,340(+8.7%)	$67.4M	0.4%	+27.04%	38
Private Advisor Group, LLC	Decreased	946,077(-9.5%)	$65.7M	0.3%	+65.48%	0
Baird Financial Group, Inc.	Increased	915,635(+0.5%)	$63.6M	0.1%	+101.43%	30
NewEdge Advisors, LLC	Increased	885,833(+10.6%)	$61.5M	0.2%	+40.79%	39
Beacon Pointe Advisors, LLC	Decreased	847,724(-7.0%)	$58.8M	0.4%	+9.80%	0
COMERICA BANK	Increased	733,342(+1.7%)	$50.9M	0.2%	+40.30%	36
WAWaverly Advisors, LLC	Increased	715,165(+36.0%)	$49.6M	0.4%	+22.15%	46
Bank of New York Mellon Corp	Decreased	706,406(-5.0%)	$49M	0.0%	+34.37%	0
Kestra Advisory Services, LLC	Increased	685,366(+73.7%)	$47.6M	0.2%	+18.85%	53
CAPTRUST FINANCIAL ADVISORS	Increased	679,406(+1.8%)	$47.2M	0.1%	+64.17%	30
Steward Partners Investment Advisory, LLC	Increased	667,857(+1.5%)	$46.4M	0.3%	+90.67%	35
FWFocus Partners Wealth	Increased	675,156(+5.2%)	$46.3M	0.1%	+23.50%	31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	580,068(-0.3%)	$41M	0.1%	+47.65%	0
Equitable Holdings, Inc.	Increased	499,151(+8.1%)	$34.7M	0.2%	+48.82%	37
&PARTNERS	Increased	391,203(+4.9%)	$27.2M	0.1%	+24.17%	36
Creative Planning	Decreased	385,137(-2.6%)	$26.7M	0.0%	+40.45%	0
REGIONS FINANCIAL CORP	Increased	326,478(+0.7%)	$22.7M	0.1%	+72.22%	34
UFUNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	315,824(+267.3%)	$21.9M	0.1%	+14.88%	55
MAI Capital Management	Increased	310,913(+8.8%)	$21.6M	0.1%	+37.35%	37
DAVENPORT & Co LLC	Increased	302,641(+1.9%)	$21M	0.1%	+58.10%	35
Rockefeller Capital Management L.P.	Increased	290,311(+27.9%)	$20.2M	0.0%	+37.05%	35
HB Wealth Management, LLC	Decreased	286,730(-1.6%)	$19.9M	0.1%	+42.43%	0
IWIntegrated Wealth Concepts LLC	Decreased	266,331(-7.8%)	$18.5M	0.2%	+43.91%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	264,098(+20.9%)	$18.3M	0.0%	+43.98%	34
London & Capital Asset Management Ltd	New	260,961	$18.1M	0.2%	+4.49%	47
Envestnet Portfolio Solutions, Inc.	Increased	224,800(+6.2%)	$15.6M	0.1%	+25.40%	30
GAGotham Asset Management, LLC	Increased	221,999(+4.0%)	$15.4M	0.1%	+20.79%	29
Allworth Financial LP	Decreased	173,590(-3.3%)	$12.1M	0.0%	+36.41%	0
Orion Porfolio Solutions, LLC	Increased	172,180(+2.6%)	$12M	0.1%	+35.58%	29
Cerity Partners LLC	Increased	169,091(+124.5%)	$11.7M	0.0%	+15.10%	45
Savant Capital, LLC	Decreased	152,383(-0.5%)	$10.6M	0.1%	+56.87%	0
OneDigital Investment Advisors LLC	Decreased	147,586(-2.8%)	$10.2M	0.1%	+56.83%	0
ASSETMARK, INC	Increased	147,088(+0.3%)	$10.2M	0.0%	+65.37%	28
Aptus Capital Advisors, LLC	Increased	144,396(+11.2%)	$10M	0.1%	+20.13%	31
CITIGROUP INC	Increased	141,489(+6.8%)	$9.8M	0.0%	+20.38%	30
D.A. DAVIDSON & CO.	Increased	137,795(+9.7%)	$9.6M	0.1%	+53.20%	30
IEQ CAPITAL, LLC	Decreased	135,958(-13.6%)	$9.4M	0.0%	+55.04%	0
TD Waterhouse Canada Inc.	Decreased	129,312(-0.7%)	$9M	0.1%	+36.47%	0
Cresset Asset Management, LLC	Increased	117,890(+1.6%)	$8.2M	0.0%	+42.51%	28
NORTHERN TRUST CORP	Decreased	108,760(-11.1%)	$7.6M	0.0%	+32.38%	0
MFMerit Financial Group, LLC	Decreased	100,121(-15.3%)	$7M	0.1%	+53.48%	0
$US BANCORP \DE\$ US BANCORP \DE\	Increased	95,575(+1.2%)	$6.6M	0.0%	+70.89%	28
EP Wealth Advisors, LLC	Decreased	95,122(-1.3%)	$6.6M	0.0%	+43.04%	0
BLAIR WILLIAM & CO/IL	Increased	89,582(+8.3%)	$6.2M	0.0%	+41.01%	29
NewEdge Wealth, LLC	Increased	79,813(+0.0%)	$5.5M	0.1%	+48.94%	27
Sequoia Financial Advisors, LLC	Decreased	79,766(-15.2%)	$5.5M	0.0%	+20.85%	0
BENJAMIN EDWARDS INC	Increased	69,901(+28.8%)	$4.9M	0.1%	+15.65%	34
Allspring Global Investments Holdings, LLC	Increased	60,360(+754.6%)	$4.2M	0.0%	+5.23%	43
Capital International Investors	Increased	56,112(+37.0%)	$3.9M	0.0%	+13.47%	35
Pathstone Holdings, LLC	Decreased	55,032(-2.2%)	$3.8M	0.0%	+27.72%	0
BROWN ADVISORY INC	Increased	52,826(+2.1%)	$3.7M	0.0%	+52.72%	27
BANK OF MONTREAL /CAN/	Increased	51,123(+1.5%)	$3.5M	0.0%	+19.90%	27
Quantinno Capital Management LP	Decreased	49,268(-16.7%)	$3.4M	0.0%	+9.83%	0
Mirae Asset Global Investments Co., Ltd.	Decreased	49,000(-54.0%)	$3.4M	0.0%	+18.97%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	48,572(+24.1%)	$3.4M	0.0%	+17.07%	32
AE Wealth Management LLC	Increased	48,144(+48.8%)	$3.3M	0.0%	+23.17%	36
AQR CAPITAL MANAGEMENT LLC	Increased	45,826(+79.2%)	$3.2M	0.0%	+11.17%	40
Farther Finance Advisors, LLC	Increased	45,501(+3.3%)	$3.2M	0.0%	+17.04%	27
Pinnacle Financial Partners, Inc.	New	43,405	$3M	0.0%	+4.49%	36
BROWN BROTHERS HARRIMAN & CO	Unchanged	41,942	$2.9M	0.0%	+25.99%	0
CIBC WORLD MARKET INC.	Increased	40,178(+3.1%)	$2.8M	0.0%	+24.31%	27
Wealthspire Advisors, LLC	Increased	36,498(+3.9%)	$2.5M	0.0%	+51.69%	27
AXXCESS WEALTH MANAGEMENT, LLC	Increased	35,744(+23.3%)	$2.5M	0.0%	+9.83%	32
Neuberger Berman Group LLC	Decreased	34,958(-7.3%)	$2.4M	0.0%	+19.50%	0
VANGUARD GROUP INC	Decreased	34,832(-0.3%)	$2.4M	0.0%	+20.05%	0
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	32,568(+12.3%)	$2.3M	0.0%	+29.48%	29
RENAISSANCE TECHNOLOGIES LLC	Decreased	32,200(-67.0%)	$2.2M	0.0%	+10.54%	0
SCOTIA CAPITAL INC.	Decreased	29,189(-1.8%)	$2M	0.0%	+68.83%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	27,963	$1.9M	0.0%	+4.49%	36
CBCULLEN/FROST BANKERS, INC.	Increased	26,555(+22.9%)	$1.8M	0.0%	+22.33%	31
Empowered Funds, LLC	New	26,086	$1.8M	0.0%	+4.49%	36
Financial Engines Advisors L.L.C.	Decreased	23,429(-5.8%)	$1.6M	0.0%	+38.84%	0
GLENMEDE TRUST CO NA	Increased	22,941(+71.6%)	$1.6M	0.0%	+31.08%	38
Lido Advisors, LLC	Increased	21,874(+17.9%)	$1.5M	0.0%	+33.13%	30
RWA WEALTH PARTNERS, LLC	Decreased	20,065(-14.2%)	$1.4M	0.0%	+45.84%	0
NATIONAL BANK OF CANADA /FI/	Increased	17,840(+13.8%)	$1.2M	0.0%	+35.77%	29
CIBC Private Wealth Group LLC	Decreased	17,607(-14.4%)	$1.2M	0.0%	+34.71%	0
FIFTH THIRD BANCORP	Increased	16,986(+46.7%)	$1.2M	0.0%	+27.57%	34
Haverford Trust Co	Increased	15,165(+9.8%)	$1.1M	0.0%	+49.55%	28
JOHNSON INVESTMENT COUNSEL INC	Decreased	12,726(-3.2%)	$883,439	0.0%	+45.49%	0
KEYBANK NATIONAL ASSOCIATION/OH	Unchanged	12,103	$840,191	0.0%	+18.91%	0
TIAA TRUST, NATIONAL ASSOCIATION	Increased	11,320(+1.0%)	$785,867	0.0%	+21.68%	25
COMMERCE BANK	Increased	9,752(+4.3%)	$676,983	0.0%	+47.66%	26
M&T BANK CORP	Increased	7,002(+56.5%)	$650,679	0.0%	+14.78%	35
Dynasty Wealth Management, LLC	Increased	8,380(+6.7%)	$581,755	0.0%	+8.32%	26
FIRST MANHATTAN CO. LLC.	Unchanged	8,259	$573,340	0.0%	+59.00%	0
FRANKLIN RESOURCES INC	Unchanged	6,300	$437,346	0.0%	+51.39%	0
Kovitz Investment Group Partners, LLC	Decreased	5,875(-82.9%)	$407,867	0.0%	+23.05%	0
Vident Advisory, LLC	Unchanged	5,703	$395,902	0.0%	+55.37%	0
SILVERCREST ASSET MANAGEMENT GROUP LLC	Decreased	5,634(-0.2%)	$391,112	0.0%	+81.37%	0
HUNTINGTON NATIONAL BANK	Increased	5,507(+19.2%)	$382,296	0.0%	+25.35%	28
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	5,449	$378,270	0.0%	+4.49%	33
Williams Jones Wealth Management, LLC.	Increased	5,314(+0.1%)	$368,898	0.0%	+16.20%	24
QRQRG CAPITAL MANAGEMENT, INC.	Increased	5,052(+62.9%)	$350,710	0.0%	+14.30%	34
Qube Research & Technologies Ltd	Decreased	4,800(-30.4%)	$333,216	0.0%	+28.96%	0
Vontobel Holding Ltd.	Unchanged	4,600	$319,332	0.0%	+21.97%	0
Empower Advisory Group, LLC	Decreased	4,367(-3.7%)	$303,157	0.0%	+27.53%	0
Vanguard Personalized Indexing Management, LLC	Increased	4,022(+28.1%)	$279,207	0.0%	+13.43%	29
Federation des caisses Desjardins du Quebec	Increased	4,017(+2.5%)	$278,850	0.0%	+46.43%	24
Fisher Asset Management, LLC	New	3,520	$244,396	0.0%	+4.49%	32
ZACKS INVESTMENT MANAGEMENT	New	3,072	$213,229	0.0%	+4.49%	32
$DEUTSCHE BANK AG\$ DEUTSCHE BANK AG\	Decreased	2,317(-41.7%)	$160,846	0.0%	+54.85%	0
Russell Investments Group, Ltd.	Decreased	1,148(-10.9%)	$79,694	0.0%	+21.73%	0
WHITTIER TRUST CO	Increased	984(+0.4%)	$69,570	0.0%	+52.02%	21
LAZARD ASSET MANAGEMENT LLC	Unchanged	1,000	$69,420	0.0%	+21.54%	0
GROUP ONE TRADING LLC	Increased	508(+24.5%)	$35,265	0.0%	+7.76%	24
SIMPLEX TRADING, LLC	New	90	$6,247	0.0%	+4.49%	24
EXCHANGE TRADED CONCEPTS, LLC	Decreased	37(-21.3%)	$2,569	0.0%	+16.22%	0
PRICE T ROWE ASSOCIATES INC /MD/	Decreased	3,304(-29.6%)	$230	0.0%	+40.42%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$585,080	0.0%	+3.92%	0
WELLINGTON MANAGEMENT GROUP LLP	Exited	0(-100.0%)	$65.9M	0.0%	+3.92%	0
Squarepoint Ops LLC	Exited	0(-100.0%)	$470,024	0.0%	+11.23%	0
TWO SIGMA INVESTMENTS, LP	Exited	0(-100.0%)	$442,520	0.0%	+3.92%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$1,333	0.0%	+3.92%	0
MATHER GROUP, LLC.	Exited	0(-100.0%)	$16,680	0.0%	+3.92%	0
BNP PARIBAS FINANCIAL MARKETS	Exited	0(-100.0%)	$5,991	0.0%	+8.25%	0

ISHARES TR

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