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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$80.08 -0.17 (-0.21%)
As of 12:16 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
801
Total
Institutional Inflows
(last 12 months)
$7.36B
Number of
Institutional Sellers
(last 12 months)
475
Total
Institutional Outflows
(last 12 months)
$1.61B
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DGRO Institutional Buying and Selling by Quarter

iShares Core Dividend Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/6/2026Point Windward Advisors Inc.4,795$361K0.2%N/A0.001%
11/6/2026CENTRAL TRUST Co58,445$4.41M0.1%N/A0.010%
11/6/2026Fifth Third Bancorp741,934$55.93M0.1%-1.0%0.133%
11/5/2026UNIVEST FINANCIAL Corp11,623$876K0.0%N/A0.002%
11/5/2026Joel Isaacson & Co. LLC23,288$1.76M0.0%N/A0.004%
11/5/2026Jacobi Capital Management LLC38,823$2.93M0.1%N/A0.007%
11/5/2026Valued Wealth Advisors LLC3,778$285K0.1%+38.4%0.001%
11/5/2026First Command Advisory Services Inc.1,252,286$94.41M0.5%-13.2%0.224%
11/5/2026Silver Grove Financial Group Inc.787$59K0.0%+185.1%0.000%
11/5/2026Oak Barrel Wealth Advisory LLC40,999$3.09M1.3%-7.8%0.007%
11/5/2026Philadelphia Trust Co.3,060$231K0.0%N/A0.001%
11/5/2026Confluence Wealth Services Inc.1,398,060$105.40M2.7%+9.7%0.250%
11/5/2026AMG National Trust Bank5,522$416K0.0%N/A0.001%
11/5/2026 Lido Advisors LLC46,452$3.50M0.0%N/A0.008%
11/5/2026 Keybank National Association OH24,349$1.84M0.0%N/A0.004%
11/5/2026 Cornerstone Wealth Management LLC180,677$13.62M0.6%+4.0%0.032%
11/5/2026 Csenge Advisory Group128,453$9.68M0.4%+33.5%0.023%
11/5/2026 D Orazio & Associates Inc.377,867$28.49M3.1%N/A0.068%
11/5/2026 Fingerlakes Wealth Management Inc.37,255$2.81M1.5%+9.3%0.007%
11/4/2026 Global Wealth Management Investment Advisory Inc.32,016$2.41M0.3%+0.9%0.006%
11/4/2026 Welch & Forbes LLC10,933$824K0.0%+24.7%0.002%
11/4/2026 Montis Financial LLC10,952$826K0.2%+11.7%0.002%
11/4/2026 Kestra Investment Management LLC3,913$295K0.0%N/A0.001%
11/4/2026 AlphaCore Capital LLC127,164$9.59M0.2%+3.4%0.023%
11/4/2026 Clear Wave Wealth Management LLC239,568$18.06M3.1%-1.5%0.043%
11/4/2026 Kohmann Bosshard Financial Services LLC41,249$3.11M0.3%+2.7%0.007%
11/4/2026 Bryn Mawr Trust Advisors LLC20,840$1.57M0.1%-3.8%0.004%
11/4/2026 Avion Wealth1,849$139K0.0%-35.2%0.000%
11/4/2026 Johnson & White Wealth Management LLC123,526$9.31M3.3%+2.6%0.022%
11/4/2026 M Holdings Securities Inc.8,787$704K0.0%N/A0.002%
11/4/2026 Shepherd Financial Partners LLC144,523$10.90M0.9%+2.2%0.026%
11/4/2026 Brighton Jones LLC16,394$1.24M0.0%N/A0.003%
11/3/2026 Beam Wealth Advisors Inc.19,675$1.48M0.3%-1.2%0.004%
11/3/2026 Endowment Wealth Management Inc.83,547$6.30M2.1%+10.4%0.015%
11/3/2026 180 Wealth Advisors LLC25,661$1.94M0.2%-6.1%0.005%
11/3/2026 StoneX Group Inc.11,968$902K0.0%N/A0.002%
11/3/2026 Balentine LLC15,027$1.13M0.0%-2.9%0.003%
11/3/2026 Verus Capital Partners LLC260,230$19.62M1.0%+1.9%0.047%
11/3/2026 Parallel Advisors LLC21,242$1.60M0.0%+3.1%0.004%
11/3/2026 Guidance Capital Inc.7,762$631K0.1%-1.9%0.001%
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11/3/2026 Flagship Wealth Advisors LLC120,710$9.10M2.0%+4.9%0.022%
11/3/2026 Asset Dedication LLC102,196$7.71M0.5%N/A0.018%
11/3/2026 Summit Investment Advisory Services LLC338,603$25.53M6.3%-0.3%0.061%
11/3/2026 Ashton Thomas Private Wealth LLC13,621$1.03M0.0%+42.4%0.002%
11/3/2026 Asset One Wealth Management LLC13,475$1.02M0.1%N/A0.002%
11/3/2026 International Assets Investment Management LLC20,741$1.57M0.0%+4.1%0.004%
11/3/2026 Calamos Wealth Management LLC14,637$1.10M0.0%N/A0.003%
11/2/2026 Principle Wealth Partners LLC10,908$822K0.0%+3.6%0.002%
11/2/2026 Kestra Advisory Services LLC2,171,726$163.73M0.5%-0.1%0.389%
11/2/2026 Claro Advisors Inc.34,641$2.61M0.3%+46.7%0.006%
11/2/2026 Inscription Capital LLC7,011$529K0.1%-6.9%0.001%
11/2/2026 Quest 10 Wealth Builders Inc.33,894$2.56M1.9%-1.7%0.006%
11/2/2026 Commonwealth Equity Services LLC7,132,894$537.75M0.7%N/A1.277%
11/2/2026 TFB Advisors LLC52,199$3.94M1.6%+645.7%0.009%
10/31/2026 Costello Asset Management INC3,771$284K0.1%+19.0%0.001%
10/31/2026 Chicago Partners Investment Group LLC66,549$5.30M0.1%N/A0.012%
10/31/2026 Basso Capital Management L.P.4,500$339K0.1%N/A0.001%
10/31/2026 Sound Financial Strategies Group LLC17,147$1.29M0.9%-2.5%0.003%
10/31/2026 Ascent Group LLC4,405$332K0.0%+8.5%0.001%
10/30/2026 Hughes Financial Services LLC502,555$40.82M5.2%+4.0%0.090%
10/30/2026 Integras Partners LLC4,899$369K0.2%+9.5%0.001%
10/30/2026 Integrity Alliance LLC.67,770$5.11M0.2%N/A0.012%
10/30/2026 Integrity Advisory Solutions LLC16,959$1.28M0.1%N/A0.003%
10/30/2026 Gallacher Capital Management LLC32,076$2.42M2.0%-0.4%0.006%
10/30/2026 GRIMES & Co WEALTH MANAGEMENT LLC52,221$3.94M0.1%N/A0.009%
10/30/2026 Next Level Wealth Planning LLC358$27K0.0%N/A0.000%
10/30/2026 Keeler Thomas Management LLC106,856$8.06M3.1%-3.0%0.019%
10/30/2026 Nottingham Advisors Inc.24,121$1.82M0.2%N/A0.004%
10/30/2026 XML Financial LLC588,893$44.40M3.2%+0.5%0.105%
10/29/2026 Wright Wealth LLC134,051$10.11M5.9%+6.7%0.024%
10/29/2026 One Way Holdings LLC3,873$292K0.0%-9.0%0.001%
10/29/2026 Pinnacle Financial Group LLC IL10,754$811K0.2%+5.6%0.002%
10/29/2026 Woodmont Investment Counsel LLC5,782$436K0.0%N/A0.001%
10/29/2026 Traynor Capital Management Inc.4,765$359K0.0%-4.1%0.001%
10/29/2026 Greenleaf Trust7,126$537K0.0%+5.2%0.001%
10/29/2026 Hubbell Strickland Wealth Management LLC128,074$9.66M3.5%+5.6%0.023%
10/29/2026 DecisionMap Wealth Management LLC27,156$2.05M1.1%+11.3%0.005%
10/29/2026 Hoey Investments Inc.2,207$166K0.0%+33.5%0.000%
10/29/2026 Mirae Asset Global Investments Co. Ltd.30,000$2.26M0.0%N/A0.005%
10/29/2026 ARQ Wealth Advisors LLC4,884$368K0.0%-67.1%0.001%
10/29/2026 Vise Technologies Inc.85,807$6.47M0.1%+56.3%0.015%
10/29/2026 Investment Partners LTD.29,570$2.23M0.3%N/A0.005%
10/29/2026 MGO One Seven LLC120,612$9.08M0.1%-13.1%0.022%
10/29/2026 Aprio Wealth Management LLC103,295$7.79M0.4%-25.7%0.019%
10/29/2026 Modera Wealth Management LLC47,312$3.57M0.0%N/A0.008%
10/28/2026 International Assets Investment Management LLC3,550$268K0.0%-82.2%0.001%
10/28/2026 Cranbrook Wealth Management LLC1,059$80K0.0%N/A0.000%
10/28/2026 Brian Low Financial Group LLC4,140$312K0.2%-33.4%0.001%
10/28/2026 Partners Wealth Management LLC4,035$304K0.0%N/A0.001%
10/28/2026 Soltis Investment Advisors LLC7,490$565K0.0%+21.3%0.001%
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10/28/2026 Founders Financial Securities LLC3,426$258K0.0%N/A0.001%
10/28/2026 Choreo LLC331,266$24.97M0.3%+2.8%0.059%
10/28/2026 D.A. Davidson & CO.150,850$11.37M0.1%N/A0.027%
10/28/2026 BOKF NA1,134$85K0.0%N/A0.000%
10/28/2026 Beacon Advisors Holdings LLC158,998$11.99M5.8%+2.7%0.029%
10/28/2026 Pinnacle Wealth Planning Services Inc.425$32K0.0%-66.3%0.000%
10/28/2026 VestGen Advisors LLC41,432$3.12M0.1%-1.4%0.007%
10/28/2026 Vaquero Private Wealth Ltd.92,403$6.97M1.5%-10.6%0.017%
10/27/2026 Financial Insights Inc.32,226$2.43M0.6%-1.3%0.006%
10/27/2026 John Boyer Inc.470$35K0.0%N/A0.000%


DGRO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,365 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), Envestnet Asset Management Inc. ($841.26M), Raymond James Financial Inc. ($746.00M), and Capital Investment Advisors LLC ($645.93M).Learn more on iShares Core Dividend Growth ETF's institutional investors.

Of the 1,197 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), Capital Investment Advisors LLC ($9.59M), Commonwealth Equity Services LLC ($8.04M), Envestnet Asset Management Inc. ($4.50M), Wealthfront Advisers LLC ($4.13M), and Jones Financial Companies Lllp ($3.96M).

Institutional investors have bought a total of 103,652,793 shares in the last 24 months. This purchase volume represents approximately $7.36B in transactions.

Of the 465 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), Northwestern Mutual Wealth Management Co. ($2.05M), PNC Financial Services Group Inc. ($1.41M), Goldman Sachs Group Inc. ($827.21K), Ameriprise Financial Inc. ($618.83K), Vestmark Advisory Solutions Inc. ($493.92K), and Bank of America Corp DE ($367.62K).

Institutional investors have sold a total of 23,219,185 shares in the last 24 months. This volume of shares sold represents approximately $1.61B in transactions.



Institutional ownership data for NYSEARCA:DGRO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/6/2026. New 13F filings are added each quarter as they're published.
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