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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$77.60 +0.33 (+0.43%)
As of 07/7/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
901
Total
Institutional Inflows
(last 12 months)
$6.65B
Number of
Institutional Sellers
(last 12 months)
594
Total
Institutional Outflows
(last 12 months)
$2.28B
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Skip Chart & View Institutional Buying and Selling Data

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
7/7/2026Fermata Advisors LLC45,675$3.46M0.7%-2.6%0.008%
7/7/2026180 Wealth Advisors LLC27,342$2.07M0.2%-20.6%0.005%
7/7/2026Post Resch Tallon Group Inc.31,350$2.38M1.6%+2.3%0.006%
7/7/2026JGP Wealth Management LLC752,651$57.04M5.1%+3.5%0.138%
7/7/2026Quad Cities Investment Group LLC114,293$8.66M3.1%+4.4%0.021%
7/7/2026Dynamic Advisor Solutions LLC220,075$16.68M0.5%+3.2%0.040%
7/7/2026GAMMA Investing LLC85,103$6.45M0.2%-0.3%0.016%
7/7/2026Avior Wealth Management LLC2,122,891$160.89M4.2%+11.7%0.390%
7/7/2026Harbor Investment Advisory LLC99,517$7.54M0.5%+4.6%0.018%
7/7/2026Prota Financial LLC114,115$8.68M5.7%-25.7%0.021%
7/7/2026 CoreCap Advisors LLC35,556$2.70M0.1%+5.6%0.007%
7/7/2026Howard Financial Services LTD.4,734$359K0.0%N/A0.001%
7/6/2026 Stonebridge Financial Group LLC825,225$62.54M4.7%-0.5%0.152%
7/2/2026 MassMutual Private Wealth & Trust FSB2,359$179K0.0%-6.5%0.000%
7/1/2026 Eastern Bank12,918$979K0.0%-2.8%0.002%
6/22/2026Sapient Capital LLC5,386$378K0.0%+50.0%0.001%
6/11/2026LFG Wealth Partners LLC2,872$202K0.1%N/A0.001%
6/4/2026Town Capital LLC3,210$225K0.2%N/A0.001%
6/3/2026Parallel Advisors LLC16,203$1.14M0.0%-11.8%0.003%
6/3/2026NewEdge Advisors LLC928,191$65.14M0.2%+4.8%0.172%
6/1/2026Flagship Wealth Advisors LLC80,369$5.14M2.1%-28.5%0.015%
6/1/2026Concorde Asset Management LLC4,127$290K0.1%-23.1%0.001%
6/1/2026Integrated Investment Consultants LLC112,432$7.89M1.7%+0.8%0.021%
5/29/2026Ipsen Advisor Group LLC15,998$1.12M0.8%-3.0%0.003%
5/29/2026Immaculate Wealth Management LLC17,832$1.25M9.9%N/A0.003%
5/29/2026Asset Dedication LLC108,353$7.60M0.5%-3.8%0.020%
5/26/2026Ruggaard & Associates LLC30,642$2.15M0.9%+5.1%0.006%
5/22/2026Verus Capital Partners LLC246,737$17.32M1.2%+6.1%0.046%
5/20/2026Cadia Private Client LLC78,941$5.54M4.5%-3.1%0.015%
5/20/2026Hobbs Group Advisors LLC11,346$796K0.2%+6.3%0.002%
5/20/2026Arete Wealth Advisors LLC62,426$4.38M0.3%-18.1%0.012%
5/20/2026SOA Wealth Advisors LLC.113,453$7.96M0.9%-21.6%0.021%
5/20/2026Leigh Baldwin & CO. LLC93,174$6.54M4.2%+4.0%0.017%
5/19/2026Western Wealth Management LLC72,950$5.12M0.2%+27.8%0.014%
5/19/2026Royal Fund Management LLC123,218$8.65M0.8%-3.5%0.023%
5/19/2026Bank of America Corp DE19,389,641$1.36B0.1%-1.9%3.603%
5/19/2026Edgestream Partners L.P.3,597$252K0.0%-43.5%0.001%
5/19/2026Financial Insights Inc.33,010$2.32M0.8%-1.4%0.006%
5/19/2026Centaurus Financial Inc.13,897$975K0.0%+2.8%0.003%
5/19/2026Ashton Thomas Securities LLC82,543$5.79M0.7%N/A0.015%
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5/19/2026Arkadios Wealth Advisors191,845$13.46M0.2%-24.2%0.036%
5/19/2026Arete Wealth Advisors LLC62,426$4.38M0.3%-18.1%0.012%
5/18/2026EverSource Wealth Advisors LLC282,858$19.85M0.6%+3.8%0.053%
5/18/2026Talon Private Wealth LLC94,257$6.62M0.9%N/A0.018%
5/18/2026Royal Bank of Canada8,230,843$577.64M0.1%+1.2%1.529%
5/18/2026Empowered Funds LLC23,229$1.63M0.0%-11.0%0.004%
5/16/2026Glen Eagle Advisors LLC71,722$5.03M0.7%-6.1%0.013%
5/16/2026Quantinno Capital Management LP61,136$4.29M0.0%+24.1%0.011%
5/15/2026Northeast Financial Group Inc.3,552$250K0.1%-24.3%0.001%
5/15/2026Gateway Wealth Partners LLC52,986$3.72M0.1%+394.5%0.010%
5/15/2026Bradley Foster & Sargent Inc. CT3,332$234K0.0%-15.5%0.001%
5/15/2026Waverly Advisors LLC706,261$49.57M0.4%-1.2%0.131%
5/14/2026Renaissance Technologies LLC98,600$6.92M0.0%+206.2%0.018%
5/14/2026Hilltop Holdings Inc.45,736$3.21M0.3%+193.2%0.008%
5/14/2026GC Wealth Management RIA LLC83,691$5.87M0.2%+93.7%0.016%
5/14/2026Compound Planning Inc.29,966$2.10M0.1%+1.1%0.006%
5/14/2026Modern Wealth Management LLC12,430$873K0.0%-12.8%0.002%
5/14/2026Clarkston Capital Partners LLC20,145$1.41M0.1%-86.0%0.004%
5/14/2026MWA Asset Management12,771$896K0.5%-2.7%0.002%
5/14/2026Davis R M Inc.4,120$289K0.0%-3.4%0.001%
5/14/2026Lido Advisors LLC28,095$1.97M0.0%+28.4%0.005%
5/13/2026Cetera Investment Advisers3,324,499$233.31M0.2%+7.4%0.618%
5/13/2026GSG Advisors LLC40,343$2.83M0.7%+1.7%0.007%
5/13/2026Envision Financial Transparency LLC6,220$437K0.4%N/A0.001%
5/13/2026Aureus Asset Management LLC3,400$239K0.0%N/A0.001%
5/13/2026NewEdge Wealth LLC81,403$5.71M0.1%+2.0%0.015%
5/12/2026Insight Advisors LLC PA18,364$1.29M0.2%-26.3%0.003%
5/8/2026PNC Financial Services Group Inc.6,310,350$442.86M0.3%-7.1%1.173%
5/8/2026Glenview Trust Co9,822$689K0.0%+10.6%0.002%
5/8/2026Atlantic Family Wealth LLC7,230$507K0.4%-1.9%0.001%
5/8/2026Cassaday & Co Wealth Management LLC1,800$126K0.0%N/A0.000%
5/8/2026MWA Asset Management12,772$896K0.5%-2.6%0.002%
5/7/2026Earned Wealth Advisors LLC530,539$37.23M2.5%+6.0%0.099%
5/7/2026Commonwealth Financial Services LLC15,200$1.07M0.2%-4.8%0.003%
5/7/2026Cornerstone Advisors Asset Management LLC8,382$588K0.1%-9.3%0.002%
5/7/2026Continuum Wealth Advisors LLC4,444$312K0.1%-14.1%0.001%
5/7/2026Wells Financial Advisors INC8,120$570K2.6%-44.7%0.002%
5/7/2026Balefire LLC3,952$277K0.1%+14.1%0.001%
5/7/2026Parallel Advisors LLC16,203$1.14M0.0%-11.8%0.003%
5/7/2026Vision Retirement LLC44,943$3.15M0.9%-10.8%0.008%
5/7/2026Tandem Wealth Advisors LLC226,014$15.86M7.1%+0.3%0.042%
5/6/2026Quadrant Private Wealth Management LLC20,123$1.41M0.2%+3.8%0.004%
5/6/2026Ranch Capital Advisors Inc.22,274$1.56M0.6%+3.4%0.004%
5/6/2026Zhang Financial LLC12,011$843K0.0%-3.8%0.002%
5/6/2026Cornerstone Planning Group LLC874$64K0.0%-80.4%0.000%
5/6/2026Modera Wealth Management LLC11,424$802K0.0%+11.5%0.002%
5/6/2026Assetmark Inc.148,866$10.45M0.0%+1.2%0.028%
5/6/2026Financiere des Professionnels Fonds d investissement inc.285,000$20.00M1.2%-1.7%0.053%
5/6/2026Bessemer Group Inc.13,208$927K0.0%+4,259.1%0.002%
5/6/2026Allspring Global Investments Holdings LLC22,288$1.56M0.0%-63.1%0.004%
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5/6/2026Independent Financial Group LLC45,524$3.20M0.1%N/A0.008%
5/6/2026Prosperity Consulting Group LLC141,364$9.92M0.4%+0.5%0.026%
5/5/2026Wealthfront Advisers LLC17,425,702$1.22B2.7%+25.1%3.238%
5/5/2026D.A. Davidson & CO.133,476$9.37M0.1%-3.1%0.025%
5/5/2026Beaumont Financial Advisors LLC198,226$13.91M1.0%-0.4%0.037%
5/5/2026Bank of New York Mellon Corp640,708$44.97M0.0%-9.3%0.119%
5/5/2026truNorth Financial Services Inc.227,073$15.94M16.5%+7.7%0.042%
5/5/2026Collaborative Wealth Managment Inc.5,896$414K0.2%-8.2%0.001%
5/5/2026Journey Advisory Group LLC177,870$12.48M1.1%-1.2%0.033%
5/5/2026Geneos Wealth Management Inc.94,450$6.63M0.2%+1.0%0.018%


DGRO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,339 institutional investors and hedge funds held shares of iShares Core Dividend Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.36B), Morgan Stanley ($1.34B), LPL Financial LLC ($1.30B), Wealthfront Advisers LLC ($1.22B), Raymond James Financial Inc. ($746.00M), Envestnet Asset Management Inc. ($718.93M), and Jones Financial Companies Lllp ($583.08M).Learn more on iShares Core Dividend Growth ETF's institutional investors.

Of the 1,177 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: Auto Owners Insurance Co ($47.64M), Raymond James Financial Inc. ($10.97M), Envestnet Asset Management Inc. ($4.40M), LPL Financial LLC ($4.39M), Wealthfront Advisers LLC ($4.13M), Jones Financial Companies Lllp ($3.96M), and GAMMA Investing LLC ($3.72M).

Institutional investors have bought a total of 97,098,729 shares in the last 24 months. This purchase volume represents approximately $6.65B in transactions.

Of the 594 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: Perritt Capital Management Inc ($10.41M), Wealthfront Advisers LLC ($3.59M), Envestnet Asset Management Inc. ($2.98M), Northwestern Mutual Wealth Management Co. ($2.05M), PNC Financial Services Group Inc. ($1.44M), Goldman Sachs Group Inc. ($827.21K), and Commonwealth Equity Services LLC ($728.97K).

Institutional investors have sold a total of 33,754,077 shares in the last 24 months. This volume of shares sold represents approximately $2.28B in transactions.


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This page (NYSEARCA:DGRO) was last updated on 7/8/2026 by MarketBeat.com Staff.
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