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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$79.36 +0.08 (+0.10%)
As of 08/28/2026 04:10 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)
767
Total
Institutional Inflows
(last 12 months)
$5.69B
Number of
Institutional Sellers
(last 12 months)
513
Total
Institutional Outflows
(last 12 months)
$1.90B
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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
8/28/2026 Cornerstone Financial Management LLC5,010$380K0.3%-3.8%0.001%
8/27/2026 Corient Private Wealth LP1,530,327$115.98M0.2%-5.9%0.279%
8/25/2026 Kirkwood Financial Services3,022$229K0.1%N/A0.001%
8/25/2026 Financial Insights Inc.32,636$2.47M0.7%-1.1%0.006%
8/24/2026 Carlson Financial Inc.74,069$5.61M2.9%+4.5%0.014%
8/23/2026 Ameritas Advisory Services LLC135,126$10.24M0.2%+538.4%0.025%
8/23/2026 Guardian Wealth Advisors LLC NC62,200$4.71M0.3%-1.9%0.011%
8/23/2026 Wedmont Private Capital35,791$2.76M0.1%-3.9%0.007%
8/23/2026 Yarger Wealth Strategies LLC120,776$9.31M3.3%-1.3%0.022%
8/23/2026 HB Wealth Management LLC274,583$20.81M0.1%-2.2%0.050%
8/22/2026 Compass Financial Management LLC1,409$107K0.0%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC4,458$338K0.1%N/A0.001%
8/22/2026 Old Mission Investment Co LLC35,602$2.70M0.6%N/A0.006%
8/22/2026 Invested Advisors5,210$395K0.3%-15.0%0.001%
8/22/2026 MOR Wealth Management LLC3,710$281K0.1%-20.8%0.001%
8/22/2026 SVRN Asset Management LLC352,342$26.70M13.7%+104.0%0.064%
8/22/2026 Investor s Fiduciary Advisor Network LLC22,102$1.68M0.6%+0.6%0.004%
8/22/2026 Rik Saylor Financial Inc.10,003$758K0.5%-2.2%0.002%
8/22/2026 Sapient Capital LLC5,922$449K0.0%+10.0%0.001%
8/22/2026 TD Waterhouse Canada Inc.96,188$7.33M0.0%+0.2%0.018%
8/22/2026 Premier Path Wealth Partners LLC134,517$10.20M1.2%-4.3%0.025%
8/22/2026 Concurrent Investment Advisors LLC197,951$15.00M0.1%+84.2%0.036%
8/21/2026 Fairway Financial LLC161,709$12.26M8.4%+1.0%0.030%
8/21/2026 Rodgers & Associates LTD27,680$2.10M0.2%-1.9%0.005%
8/21/2026 Continuum Advisory LLC4,860$368K0.0%+8.1%0.001%
8/21/2026 Sunburst Financial Group LLC8,502$644K0.1%-7.0%0.002%
8/21/2026 XML Financial LLC585,875$44.40M3.2%+1.7%0.107%
8/21/2026 Beacon Financial Advisory LLC65,070$4.93M1.0%+5.6%0.012%
8/21/2026 Sound Financial Strategies Group LLC17,593$1.33M0.8%+1.4%0.003%
8/21/2026 Symphony Financial Ltd. Co.39,197$2.98M0.3%+78.4%0.007%
8/21/2026 Clarus Wealth Advisors13,009$999K0.4%+13.8%0.002%
8/21/2026 Keeler Thomas Management LLC110,156$8.35M2.9%N/A0.020%
8/21/2026 Rinkey Investments4,677$354K0.1%-11.8%0.001%
8/21/2026 Legacy Financial Advisors Inc.141,800$10.75M1.3%-2.7%0.026%
8/20/2026 Jackson Wealth Management LLC24,927$1.89M1.1%-89.2%0.005%
8/20/2026 Rehmann Capital Advisory Group8,237$624K0.0%-2.8%0.002%
8/20/2026 Greenleaf Trust6,775$513K0.0%N/A0.001%
8/15/2026 First Bancorp Inc ME29,678$2.25M0.9%N/A0.005%
8/13/2026 Capital Square LLC4,618$356K0.2%N/A0.001%
8/12/2026 Compass Financial Management LLC1,409$107K0.0%N/A0.000%
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8/7/2026 Trust Co. of Vermont9,138$693K0.0%N/A0.002%
7/10/2026 Regent Peak Wealth Advisors LLC334,542$25.36M4.6%+1.7%0.061%
7/10/2026 Abound Wealth Management1,929$146K0.0%+584.0%0.000%
7/10/2026 Annex Advisory Services LLC2,994$227K0.0%-17.9%0.001%
7/10/2026 Accel Wealth Management258,988$19.63M4.4%+6.6%0.048%
7/10/2026 Whitener Capital Management Inc.7,332$556K0.1%-7.3%0.001%
7/10/2026 Adirondack Capital Advisors LLC389,302$29.51M15.8%+2.4%0.071%
7/10/2026 FORM Wealth Advisors LLC507,127$38.44M4.2%-29.1%0.093%
7/10/2026 Dagco Inc.541,427$41.04M7.6%+4.2%0.099%
7/10/2026 West Branch Capital LLC1,382$105K0.0%-16.8%0.000%
7/10/2026 Clarus Wealth Advisors13,009$999K0.4%+13.8%0.002%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors14,761$1.12M0.1%-1.0%0.003%
7/10/2026 Community Financial Services Group LLC3,651$278K0.0%+70.5%0.001%
7/10/2026 Fulton Bank N.A.33,720$2.56M0.1%N/A0.006%
7/10/2026 Wealthcare Advisory Partners LLC94,180$7.14M0.1%-1.7%0.017%
7/9/2026 Centurion Wealth Management LLC30,143$2.29M0.5%+1.2%0.006%
7/9/2026 Sapient Capital LLC5,922$449K0.0%+10.0%0.001%
7/9/2026 Professional Financial Advisors LLC115,292$8.74M1.5%+5.5%0.021%
7/9/2026 Focus Financial Network Inc.12,944$981K0.0%+10.8%0.002%
7/9/2026 Alliance Wealth Advisors LLC401,517$30.43M9.9%+3.1%0.074%
7/9/2026 HF Advisory Group LLC136,472$10.34M3.2%+4.3%0.025%
7/9/2026 Sax Wealth Advisors LLC6,184$434K0.0%-9.6%0.001%
7/9/2026 Everpar Advisors LLC14,233$1.08M0.3%+49.5%0.003%
7/9/2026 Ehrlich Financial Group17,295$1.31M0.7%-1.5%0.003%
7/9/2026 Breakwater Capital Group7,722$585K0.1%-4.7%0.001%
7/9/2026 Sunburst Financial Group LLC8,502$644K0.1%-7.0%0.002%
7/9/2026 Valeo Financial Advisors LLC14,495$1.10M0.0%-11.6%0.003%
7/9/2026 Crumly & Associates Inc.114,563$8.68M1.7%-0.7%0.021%
7/9/2026 Worth Asset Management LLC17,670$1.34M0.4%+17.7%0.003%
7/9/2026 Norway Savings Bank51,764$3.92M1.6%+2.5%0.010%
7/8/2026 Gradient Investments LLC2,688$204K0.0%N/A0.000%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.4,325$328K0.1%+7.5%0.001%
7/8/2026 Williams & Novak LLC26,172$1.98M1.3%-4.0%0.005%
7/8/2026 First Heartland Consultants Inc.71,070$5.39M0.3%+202.4%0.013%
7/8/2026 Teamwork Financial Advisors LLC21,962$1.67M0.2%+4.8%0.004%
7/8/2026 Community Trust & Investment Co.4,096$310K0.0%-9.9%0.001%
7/8/2026 LifeGoal Investments LLC232,615$17.63M8.1%+10.7%0.043%
7/8/2026 RVW Wealth LLC54,548$4.13M0.3%-1.3%0.010%
7/8/2026 Apella Capital LLC6,516$506K0.0%+18.0%0.001%
7/8/2026 Westmount Partners LLC7,100$538K0.1%N/A0.001%
7/8/2026 Clark Asset Management LLC5,573$422K0.0%-14.8%0.001%
7/8/2026 Lincoln Capital LLC7,819$593K0.1%-1.9%0.001%
7/7/2026 Fermata Advisors LLC45,675$3.46M0.7%-2.6%0.008%
7/7/2026 180 Wealth Advisors LLC27,342$2.07M0.2%-20.6%0.005%
7/7/2026 Post Resch Tallon Group Inc.31,350$2.38M1.6%+2.3%0.006%
7/7/2026 JGP Wealth Management LLC752,651$57.04M5.1%+3.5%0.138%
7/7/2026 Quad Cities Investment Group LLC114,293$8.66M3.1%+4.4%0.021%
7/7/2026 Dynamic Advisor Solutions LLC220,075$16.68M0.5%+3.2%0.040%
7/7/2026 GAMMA Investing LLC85,103$6.45M0.2%-0.3%0.016%
7/7/2026 Avior Wealth Management LLC2,122,891$160.89M4.2%+11.7%0.390%
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7/7/2026 Harbor Investment Advisory LLC99,517$7.54M0.5%+4.6%0.018%
7/7/2026 Prota Financial LLC114,115$8.68M5.7%-25.7%0.021%
7/7/2026 CoreCap Advisors LLC35,556$2.70M0.1%+5.6%0.007%
7/7/2026 Howard 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%
6/22/2026 Sapient Capital LLC5,386$378K0.0%+50.0%0.001%
6/11/2026 LFG Wealth Partners LLC2,872$202K0.1%N/A0.001%
6/4/2026 Town Capital LLC3,210$225K0.2%N/A0.001%


DGRO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,334 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 1,166 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), Wealthfront Advisers LLC ($4.13M), Envestnet Asset Management Inc. ($4.03M), Jones Financial Companies Lllp ($3.96M), GAMMA Investing LLC ($3.72M), and LPL Financial LLC ($3.34M).

Institutional investors have bought a total of 81,975,492 shares in the last 24 months. This purchase volume represents approximately $5.69B in transactions.

Of the 513 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 27,599,256 shares in the last 24 months. This volume of shares sold represents approximately $1.90B 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 8/28/2026. New 13F filings are added each quarter as they're published.
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