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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$76.06 +0.29 (+0.38%)
Closing price 10/5/2026 04:10 PM Eastern
Extended Trading
$76.33 +0.27 (+0.36%)
As of 08:14 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Number of
Institutional Buyers
(last 12 months)
781
Total
Institutional Inflows
(last 12 months)
$5.80B
Number of
Institutional Sellers
(last 12 months)
517
Total
Institutional Outflows
(last 12 months)
$1.91B
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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
10/5/2026Tompkins Financial Corp668$50K0.0%N/A0.000%
10/5/2026Eastover Investment Advisors LLC4,396$331K0.1%N/A0.001%
10/5/2026Ferguson Wellman Capital Management Inc.16,570$1.25M0.0%N/A0.003%
10/5/2026Eastern Bank12,888$972K0.0%N/A0.002%
10/5/2026FC Advisory LLC205,021$15.46M4.1%+2.8%0.037%
10/5/2026MassMutual Private Wealth & Trust FSB1,928$145K0.0%-18.3%0.000%
10/2/2026 CX Institutional4,968$375K0.0%+3.5%0.001%
10/2/2026 Planning Strategies Inc.205,989$15.53M9.1%+0.3%0.037%
10/1/2026 Roxbury Financial LLC12,182$918K0.7%+2.0%0.002%
10/1/2026 Stonebridge Financial Group LLC821,294$61.92M4.4%-0.5%0.148%
10/1/2026 Coastline Trust Co697$53K0.0%N/A0.000%
9/23/2026QRG Capital Management Inc.61,412$4.65M0.0%+1,128.0%0.011%
9/23/2026Envestnet Portfolio Solutions Inc.263,828$20.00M0.1%+28.0%0.047%
9/23/2026Envestnet Asset Management Inc.11,099,887$841.26M0.1%+4.4%1.988%
9/15/2026Anchor Investment Management LLC29,351$2.23M0.2%+3.8%0.005%
9/11/2026Smith Chas P & Associates PA Cpas298,595$22.63M1.1%-1.3%0.054%
9/11/2026Talon Private Wealth LLC89,739$6.80M0.8%-4.8%0.016%
9/9/2026Sequoia Financial Advisors LLC78,940$5.98M0.0%-0.3%0.014%
9/9/2026MCF Advisors LLC840,366$63.69M2.3%-0.4%0.153%
9/9/2026Lotus Asset Management LLC36,340$2.75M2.4%N/A0.007%
9/9/2026Capital Analysts LLC453,330$34.36M0.8%-1.3%0.083%
9/9/2026SVB Wealth LLC2,665$202K0.0%N/A0.000%
9/9/2026Insight Wealth Partners LLC5,292$401K0.1%-4.3%0.001%
9/9/2026Concorde Asset Management LLC4,592$348K0.2%+11.3%0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC19,084$1.45M0.1%+9.4%0.003%
9/9/2026NorthRock Partners LLC119,358$9.05M0.1%-0.9%0.022%
9/9/2026Integrated Wealth Concepts LLC792,612$60.07M0.4%+157.1%0.145%
9/9/2026RFG Advisory LLC58,285$4.42M0.1%+3.6%0.011%
9/9/2026NewEdge Advisors LLC953,486$72.27M0.2%+2.7%0.174%
9/9/2026IFP Advisors Inc69,089$5.24M0.1%+20.0%0.013%
9/9/2026Squarepoint Ops LLC6,315$479K0.0%N/A0.001%
9/9/2026Baird Financial Group Inc.930,162$70.50M0.1%+0.4%0.170%
9/9/2026XY Planning Network Inc.8,487$643K0.1%N/A0.002%
9/8/2026Allworth Financial LP171,292$12.98M0.1%-2.3%0.031%
9/8/2026Waverly Advisors LLC558,937$42.36M0.2%-20.9%0.102%
9/2/2026Kinetic Wealth Investment Advisors LLC668,090$50.64M23.7%N/A0.122%
9/2/2026Range Advisory LLC5,553$421K0.0%-18.3%0.001%
9/2/2026Capital & Planning LLC240,778$18.25M9.4%-6.8%0.044%
8/28/2026Cornerstone Financial Management LLC5,010$380K0.3%-3.8%0.001%
8/27/2026Corient Private Wealth LP1,530,327$115.98M0.2%-5.9%0.279%
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8/25/2026Kirkwood Financial Services3,022$229K0.1%N/A0.001%
8/25/2026Financial Insights Inc.32,636$2.47M0.7%-1.1%0.006%
8/24/2026Carlson Financial Inc.74,069$5.61M2.9%+4.5%0.014%
8/23/2026Ameritas Advisory Services LLC135,126$10.24M0.2%+538.4%0.025%
8/23/2026Guardian Wealth Advisors LLC NC62,200$4.71M0.3%-1.9%0.011%
8/23/2026Wedmont Private Capital35,791$2.76M0.1%-3.9%0.007%
8/23/2026Yarger Wealth Strategies LLC120,776$9.31M3.3%-1.3%0.022%
8/23/2026HB Wealth Management LLC274,583$20.81M0.1%-2.2%0.050%
8/22/2026Compass Financial Management LLC1,409$107K0.0%N/A0.000%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC4,458$338K0.1%N/A0.001%
8/22/2026Old Mission Investment Co LLC35,602$2.70M0.6%N/A0.006%
8/22/2026Invested Advisors5,210$395K0.3%-15.0%0.001%
8/22/2026MOR Wealth Management LLC3,710$281K0.1%-20.8%0.001%
8/22/2026SVRN Asset Management LLC352,342$26.70M13.7%+104.0%0.064%
8/22/2026Investor s Fiduciary Advisor Network LLC22,102$1.68M0.6%+0.6%0.004%
8/22/2026Rik Saylor Financial Inc.10,003$758K0.5%-2.2%0.002%
8/22/2026Sapient Capital LLC5,922$449K0.0%+10.0%0.001%
8/22/2026TD Waterhouse Canada Inc.96,188$7.33M0.0%+0.2%0.018%
8/22/2026Premier Path Wealth Partners LLC134,517$10.20M1.2%-4.3%0.025%
8/22/2026Concurrent Investment Advisors LLC197,951$15.00M0.1%+84.2%0.036%
8/21/2026Fairway Financial LLC161,709$12.26M8.4%+1.0%0.030%
8/21/2026Rodgers & Associates LTD27,680$2.10M0.2%-1.9%0.005%
8/21/2026Continuum Advisory LLC4,860$368K0.0%+8.1%0.001%
8/21/2026Sunburst Financial Group LLC8,502$644K0.1%-7.0%0.002%
8/21/2026XML Financial LLC585,875$44.40M3.2%+1.7%0.107%
8/21/2026Beacon Financial Advisory LLC65,070$4.93M1.0%+5.6%0.012%
8/21/2026Sound Financial Strategies Group LLC17,593$1.33M0.8%+1.4%0.003%
8/21/2026Symphony Financial Ltd. Co.39,197$2.98M0.3%+78.4%0.007%
8/21/2026Clarus Wealth Advisors13,009$999K0.4%+13.8%0.002%
8/21/2026Keeler Thomas Management LLC110,156$8.35M2.9%N/A0.020%
8/21/2026Rinkey Investments4,677$354K0.1%-11.8%0.001%
8/21/2026Legacy Financial Advisors Inc.141,800$10.75M1.3%-2.7%0.026%
8/20/2026Jackson Wealth Management LLC24,927$1.89M1.1%-89.2%0.005%
8/20/2026Rehmann Capital Advisory Group8,237$624K0.0%-2.8%0.002%
8/20/2026Greenleaf Trust6,775$513K0.0%N/A0.001%
8/15/2026First Bancorp Inc ME29,678$2.25M0.9%N/A0.005%
8/13/2026Capital Square LLC4,618$356K0.2%N/A0.001%
8/12/2026Compass Financial Management LLC1,409$107K0.0%N/A0.000%
8/7/2026Trust Co. of Vermont9,138$693K0.0%N/A0.002%
7/10/2026Regent Peak Wealth Advisors LLC334,542$25.36M4.6%+1.7%0.061%
7/10/2026Abound Wealth Management1,929$146K0.0%+584.0%0.000%
7/10/2026Annex Advisory Services LLC2,994$227K0.0%-17.9%0.001%
7/10/2026Accel Wealth Management258,988$19.63M4.4%+6.6%0.048%
7/10/2026Whitener Capital Management Inc.7,332$556K0.1%-7.3%0.001%
7/10/2026Adirondack Capital Advisors LLC389,302$29.51M15.8%+2.4%0.071%
7/10/2026FORM Wealth Advisors LLC507,127$38.44M4.2%-29.1%0.093%
7/10/2026Dagco Inc.541,427$41.04M7.6%+4.2%0.099%
7/10/2026West Branch Capital LLC1,382$105K0.0%-16.8%0.000%
7/10/2026Clarus Wealth Advisors13,009$999K0.4%+13.8%0.002%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors14,761$1.12M0.1%-1.0%0.003%
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7/10/2026Community Financial Services Group LLC3,651$278K0.0%+70.5%0.001%
7/10/2026Fulton Bank N.A.33,720$2.56M0.1%N/A0.006%
7/10/2026Wealthcare Advisory Partners LLC94,180$7.14M0.1%-1.7%0.017%
7/9/2026Centurion Wealth Management LLC30,143$2.29M0.5%+1.2%0.006%
7/9/2026Sapient Capital LLC5,922$449K0.0%+10.0%0.001%
7/9/2026Professional Financial Advisors LLC115,292$8.74M1.5%+5.5%0.021%
7/9/2026Focus Financial Network Inc.12,944$981K0.0%+10.8%0.002%
7/9/2026Alliance Wealth Advisors LLC401,517$30.43M9.9%+3.1%0.074%
7/9/2026HF Advisory Group LLC136,472$10.34M3.2%+4.3%0.025%
7/9/2026Sax Wealth Advisors LLC6,184$434K0.0%-9.6%0.001%


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), Envestnet Asset Management Inc. ($841.26M), Raymond James Financial Inc. ($746.00M), and Jones Financial Companies Lllp ($583.08M).Learn more on iShares Core Dividend Growth ETF's institutional investors.

Of the 1,171 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. ($4.50M), Wealthfront Advisers LLC ($4.13M), Jones Financial Companies Lllp ($3.96M), GAMMA Investing LLC ($3.72M), and LPL Financial LLC ($3.34M).

Institutional investors have bought a total of 83,330,965 shares in the last 24 months. This purchase volume represents approximately $5.80B in transactions.

Of the 516 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), Envestnet Asset Management Inc. ($2.98M), Northwestern Mutual Wealth Management Co. ($2.05M), PNC Financial Services Group Inc. ($1.41M), Goldman Sachs Group Inc. ($827.21K), Commonwealth Equity Services LLC ($642.15K), and Ameriprise Financial Inc. ($618.83K).

Institutional investors have sold a total of 27,787,916 shares in the last 24 months. This volume of shares sold represents approximately $1.91B in transactions.


Related Companies

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 10/5/2026. New 13F filings are added each quarter as they're published.
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