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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$74.81 +0.14 (+0.19%)
As of 01:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Number of
Institutional Buyers
(last 12 months)
898
Total
Institutional Inflows
(last 12 months)
$6.62B
Number of
Institutional Sellers
(last 12 months)
590
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
5/29/2026Asset Dedication LLC108,353$7.60M0.5%-3.8%0.020%
5/26/2026 Ruggaard & Associates LLC30,642$2.15M0.9%+5.1%0.006%
5/22/2026 Verus Capital Partners LLC246,737$17.32M1.2%+6.1%0.046%
5/20/2026 Cadia Private Client LLC78,941$5.54M4.5%-3.1%0.015%
5/20/2026 Hobbs Group Advisors LLC11,346$796K0.2%+6.3%0.002%
5/20/2026 Arete Wealth Advisors LLC62,426$4.38M0.3%-18.1%0.012%
5/20/2026 SOA Wealth Advisors LLC.113,453$7.96M0.9%-21.6%0.021%
5/20/2026 Leigh Baldwin & CO. LLC93,174$6.54M4.2%+4.0%0.017%
5/19/2026 Western Wealth Management LLC72,950$5.12M0.2%+27.8%0.014%
5/19/2026 Royal Fund Management LLC123,218$8.65M0.8%-3.5%0.023%
5/19/2026 Bank of America Corp DE19,389,641$1.36B0.1%-1.9%3.603%
5/19/2026 Edgestream Partners L.P.3,597$252K0.0%-43.5%0.001%
5/19/2026 Financial Insights Inc.33,010$2.32M0.8%-1.4%0.006%
5/19/2026 Centaurus Financial Inc.13,897$975K0.0%+2.8%0.003%
5/19/2026 Ashton Thomas Securities LLC82,543$5.79M0.7%N/A0.015%
5/19/2026 Arkadios Wealth Advisors191,845$13.46M0.2%-24.2%0.036%
5/19/2026 Arete Wealth Advisors LLC62,426$4.38M0.3%-18.1%0.012%
5/18/2026 EverSource Wealth Advisors LLC282,858$19.85M0.6%+3.8%0.053%
5/18/2026 Talon Private Wealth LLC94,257$6.62M0.9%N/A0.018%
5/18/2026 Royal Bank of Canada8,230,843$577.64M0.1%+1.2%1.529%
5/18/2026 Empowered Funds LLC23,229$1.63M0.0%-11.0%0.004%
5/16/2026 Glen Eagle Advisors LLC71,722$5.03M0.7%-6.1%0.013%
5/16/2026 Quantinno Capital Management LP61,136$4.29M0.0%+24.1%0.011%
5/15/2026 Northeast Financial Group Inc.3,552$250K0.1%-24.3%0.001%
5/15/2026 Gateway Wealth Partners LLC52,986$3.72M0.1%+394.5%0.010%
5/15/2026 Bradley Foster & Sargent Inc. CT3,332$234K0.0%-15.5%0.001%
5/15/2026 Waverly Advisors LLC706,261$49.57M0.4%-1.2%0.131%
5/14/2026 Renaissance Technologies LLC98,600$6.92M0.0%+206.2%0.018%
5/14/2026 Hilltop Holdings Inc.45,736$3.21M0.3%+193.2%0.008%
5/14/2026 GC Wealth Management RIA LLC83,691$5.87M0.2%+93.7%0.016%
5/14/2026 Compound Planning Inc.29,966$2.10M0.1%+1.1%0.006%
5/14/2026 Modern Wealth Management LLC12,430$873K0.0%-12.8%0.002%
5/14/2026 Clarkston Capital Partners LLC20,145$1.41M0.1%-86.0%0.004%
5/14/2026 MWA Asset Management12,771$896K0.5%-2.7%0.002%
5/14/2026 Davis R M Inc.4,120$289K0.0%-3.4%0.001%
5/14/2026 Lido Advisors LLC28,095$1.97M0.0%+28.4%0.005%
5/13/2026 Cetera Investment Advisers3,324,499$233.31M0.2%+7.4%0.618%
5/13/2026 GSG Advisors LLC40,343$2.83M0.7%+1.7%0.007%
5/13/2026 Envision Financial Transparency LLC6,220$437K0.4%N/A0.001%
5/13/2026 Aureus Asset Management LLC3,400$239K0.0%N/A0.001%
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5/13/2026 NewEdge Wealth LLC81,403$5.71M0.1%+2.0%0.015%
5/12/2026 Insight Advisors LLC PA18,364$1.29M0.2%-26.3%0.003%
5/8/2026 PNC Financial Services Group Inc.6,310,350$442.86M0.3%-7.1%1.173%
5/8/2026 Glenview Trust Co9,822$689K0.0%+10.6%0.002%
5/8/2026 Atlantic Family Wealth LLC7,230$507K0.4%-1.9%0.001%
5/8/2026 Cassaday & Co Wealth Management LLC1,800$126K0.0%N/A0.000%
5/8/2026 MWA Asset Management12,772$896K0.5%-2.6%0.002%
5/7/2026 Earned Wealth Advisors LLC530,539$37.23M2.5%+6.0%0.099%
5/7/2026 Commonwealth Financial Services LLC15,200$1.07M0.2%-4.8%0.003%
5/7/2026 Cornerstone Advisors Asset Management LLC8,382$588K0.1%-9.3%0.002%
5/7/2026 Continuum Wealth Advisors LLC4,444$312K0.1%-14.1%0.001%
5/7/2026 Wells Financial Advisors INC8,120$570K2.6%-44.7%0.002%
5/7/2026 Balefire LLC3,952$277K0.1%+14.1%0.001%
5/7/2026 Parallel Advisors LLC16,203$1.14M0.0%-11.8%0.003%
5/7/2026 Vision Retirement LLC44,943$3.15M0.9%-10.8%0.008%
5/7/2026 Tandem Wealth Advisors LLC226,014$15.86M7.1%+0.3%0.042%
5/6/2026 Quadrant Private Wealth Management LLC20,123$1.41M0.2%+3.8%0.004%
5/6/2026 Ranch Capital Advisors Inc.22,274$1.56M0.6%+3.4%0.004%
5/6/2026 Zhang Financial LLC12,011$843K0.0%-3.8%0.002%
5/6/2026 Cornerstone Planning Group LLC874$64K0.0%-80.4%0.000%
5/6/2026 Modera Wealth Management LLC11,424$802K0.0%+11.5%0.002%
5/6/2026 Assetmark Inc.148,866$10.45M0.0%+1.2%0.028%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.285,000$20.00M1.2%-1.7%0.053%
5/6/2026 Bessemer Group Inc.13,208$927K0.0%+4,259.1%0.002%
5/6/2026 Allspring Global Investments Holdings LLC22,288$1.56M0.0%-63.1%0.004%
5/6/2026 Independent Financial Group LLC45,524$3.20M0.1%N/A0.008%
5/6/2026 Prosperity Consulting Group LLC141,364$9.92M0.4%+0.5%0.026%
5/5/2026 Wealthfront Advisers LLC17,425,702$1.22B2.7%+25.1%3.238%
5/5/2026 D.A. Davidson & CO.133,476$9.37M0.1%-3.1%0.025%
5/5/2026 Beaumont Financial Advisors LLC198,226$13.91M1.0%-0.4%0.037%
5/5/2026 Bank of New York Mellon Corp640,708$44.97M0.0%-9.3%0.119%
5/5/2026 truNorth Financial Services Inc.227,073$15.94M16.5%+7.7%0.042%
5/5/2026 Collaborative Wealth Managment Inc.5,896$414K0.2%-8.2%0.001%
5/5/2026 Journey Advisory Group LLC177,870$12.48M1.1%-1.2%0.033%
5/5/2026 Geneos Wealth Management Inc.94,450$6.63M0.2%+1.0%0.018%
5/5/2026 NFSG Corp13,794$968K0.2%-11.5%0.003%
5/5/2026 SouthState Bank Corp185,879$13.05M0.6%-3.1%0.035%
5/5/2026 Sanctuary Advisors LLC984,746$69.11M0.4%+1.4%0.183%
5/5/2026 Sigma Planning Corp721,369$50.63M1.4%-1.3%0.134%
5/5/2026 Camden National Bank26,304$1.85M0.2%-1.0%0.005%
5/5/2026 Conservest Capital Advisors Inc.793,408$55.68M5.0%+16.3%0.147%
5/5/2026 Adell Harriman & Carpenter Inc.11,988$841K0.1%-2.6%0.002%
5/5/2026 Nwam LLC18,059$1.27M0.1%+1.3%0.003%
5/4/2026 Beckerman Institutional LLC26,775$1.88M1.0%+0.7%0.005%
5/4/2026 Calamos Wealth Management LLC3,683$258K0.0%-9.7%0.001%
5/4/2026 Calamos Advisors LLC3,683$258K0.0%N/A0.001%
5/4/2026 AMG National Trust Bank9,826$690K0.0%+181.9%0.002%
5/4/2026 Retirement Planning Group LLC31,054$2.18M0.1%-9.1%0.006%
5/4/2026 Objective Capital Management LLC30,594$2.15M2.2%-9.3%0.006%
5/4/2026 Bryn Mawr Trust Advisors LLC20,072$1.41M0.1%-17.1%0.004%
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5/4/2026 Sfam LLC140,551$9.86M9.1%-0.6%0.026%
5/4/2026 Chicago Partners Investment Group LLC61,004$4.45M0.1%-1.4%0.011%
5/4/2026 Gratus Wealth Advisors LLC1,218,011$85.48M12.4%-2.9%0.226%
5/4/2026 Abound Financial LLC5,406$379K0.2%-5.3%0.001%
5/4/2026 Procyon Advisors LLC6,243$438K0.0%+39.7%0.001%
5/2/2026 Anchor Investment Management LLC28,278$1.99M0.2%+12.0%0.005%
5/2/2026 ARQ Wealth Advisors LLC112,240$7.88M1.4%N/A0.021%
5/2/2026 Diversify Wealth Management LLC89,533$6.51M0.1%+125.4%0.017%
5/2/2026 Towercrest Capital Management88,990$6.25M1.0%+5.1%0.017%
5/2/2026 Valmark Advisers Inc.161,510$11.34M0.1%+16.1%0.030%


DGRO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,336 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 1,176 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 96,804,867 shares in the last 24 months. This purchase volume represents approximately $6.62B in transactions.

Of the 590 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 33,700,879 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 5/29/2026 by MarketBeat.com Staff.
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