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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$78.27 -0.81 (-1.02%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
844
Total
Institutional Inflows
(last 12 months)
$6.33B
Number of
Institutional Sellers
(last 12 months)
559
Total
Institutional Outflows
(last 12 months)
$2.24B
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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
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%
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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%
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%
6/11/2026LFG Wealth Partners LLC2,872$202K0.1%N/A0.001%
6/4/2026 Town 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%
6/1/2026 Flagship 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%
5/20/2026 SOA 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%
5/19/2026 Royal 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%
5/19/2026 Ashton Thomas Securities LLC82,543$5.79M0.7%N/A0.015%
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%
5/18/2026 EverSource 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%
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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%
5/14/2026 GC 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%


DGRO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,333 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 1,171 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. ($4.40M), 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 92,091,423 shares in the last 24 months. This purchase volume represents approximately $6.33B in transactions.

Of the 558 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 32,971,748 shares in the last 24 months. This volume of shares sold represents approximately $2.24B in transactions.



This page (NYSEARCA:DGRO) was last updated on 7/29/2026 by MarketBeat.com Staff.
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