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iShares Core Dividend Growth ETF (DGRO) Institutional Ownership

iShares Core Dividend Growth ETF logo
$73.36 +0.50 (+0.69%)
As of 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)
930
Total
Institutional Inflows
(last 12 months)
$6.66B
Number of
Institutional Sellers
(last 12 months)
612
Total
Institutional Outflows
(last 12 months)
$2.55B
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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
5/5/2026Beaumont Financial Advisors LLC198,226$13.91M1.0%-0.4%0.037%
5/5/2026Bank of New York Mellon Corp640,708$44.97M0.0%-9.3%0.119%
5/5/2026truNorth Financial Services Inc.227,073$15.94M16.5%+7.7%0.042%
5/5/2026Collaborative Wealth Managment Inc.5,896$414K0.2%-8.2%0.001%
5/5/2026Journey Advisory Group LLC177,870$12.48M1.1%-1.2%0.033%
5/5/2026Geneos Wealth Management Inc.94,450$6.63M0.2%+1.0%0.018%
5/5/2026NFSG Corp13,794$968K0.2%-11.5%0.003%
5/5/2026SouthState Bank Corp185,879$13.05M0.6%-3.1%0.035%
5/5/2026Sanctuary 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%
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%
5/2/2026 UNIVEST FINANCIAL Corp11,539$810K0.0%+5.2%0.002%
5/1/2026 180 Wealth Advisors LLC34,455$2.42M0.3%-10.2%0.006%
5/1/2026 Welch & Forbes LLC4,967$349K0.0%+65.7%0.001%
5/1/2026 Lincoln Capital LLC7,968$559K0.1%-14.7%0.001%
5/1/2026 Ferguson Wellman Capital Management Inc.16,570$1.16M0.0%-13.2%0.003%
5/1/2026 Midwest Trust Co6,664$468K0.0%+24.8%0.001%
5/1/2026 Fifth Third Bancorp756,216$53.07M0.1%+4,352.0%0.141%
5/1/2026 Sovran Advisors LLC15,539$1.15M0.1%+2.3%0.003%
5/1/2026 Compass Financial Services Inc11,300$793K0.3%-2.6%0.002%
5/1/2026 American Trust993,754$69.74M6.2%+3.4%0.185%
5/1/2026 46 Peaks LLC269,409$18.91M13.8%+2.7%0.050%
5/1/2026 WealthShield Partners LLC185,587$13.03M1.5%-0.5%0.034%
5/1/2026 Simplicity Wealth LLC3,095$217K0.0%N/A0.001%
5/1/2026 Sequoia Financial Advisors LLC79,181$5.56M0.0%-0.7%0.015%
4/30/2026 Roman Butler Fullerton & Co.22,048$1.59M0.4%-6.9%0.004%
4/30/2026 Financial Freedom LLC492$35K0.0%N/A0.000%
4/30/2026 Hegarty Advisors LLC8,148$572K0.5%+15.1%0.002%
4/30/2026 ATX Financial Planning LLC30,383$2.13M1.6%-34.1%0.006%
4/30/2026 Pearl Planning LLC106,525$7.48M4.0%+4.8%0.020%
4/30/2026 Kestra Advisory Services LLC797,552$55.97M0.2%+16.4%0.148%
4/30/2026 Money Concepts Capital Corp29,461$2.07M0.1%+3.8%0.005%
4/30/2026 Integrity Investment Advisors LLC5,322$373K0.2%+6.0%0.001%
4/30/2026 Demars Financial Group LLC6,636$466K0.2%-2.9%0.001%
4/30/2026 Beam Wealth Advisors Inc.21,262$1.49M0.4%-15.2%0.004%
4/30/2026 WPG Advisers LLC895$63K0.0%-54.0%0.000%
4/30/2026 Capital Planning LLC258,299$18.13M5.9%+8.1%0.048%
4/30/2026 IAG Wealth Partners LLC592$42K0.0%+100.7%0.000%
4/29/2026 Axxcess Wealth Management LLC37,313$2.62M0.1%+4.4%0.007%
4/29/2026 Cvfg LLC9,573$672K0.1%+45.2%0.002%
4/29/2026 American Wealth Advisors LLC6,235$438K0.5%-11.9%0.001%
4/29/2026 Marino Stram & Associates LLC83,100$5.83M1.0%+1.0%0.015%
4/29/2026 WealthPLAN Partners LLC215,150$15.10M2.9%-6.5%0.040%
4/29/2026 Geneva Partners LLC8,149$572K0.3%+17.6%0.002%
4/29/2026 Addison Capital Co17,715$1.24M0.2%N/A0.003%
4/29/2026 Alliance Wealth Management Group30,257$2.12M0.5%+6.8%0.006%
4/29/2026 Red Crane Wealth Management LLC40,667$2.85M2.3%+3.4%0.008%
4/29/2026 Centerpoint Advisory Group39,260$2.76M2.1%+11.1%0.007%
4/29/2026 Advance Capital Management Inc.15,208$1.07M0.0%-1.8%0.003%
4/29/2026 Integrated Advisors Network LLC53,766$3.77M0.2%-50.2%0.010%
4/29/2026 Walser Wealth Management Company A Ltd Liability Co2,940$206K0.1%N/A0.001%
4/28/2026 Westfuller Advisors LLC32,073$2.25M1.0%-4.4%0.006%
4/28/2026 Bogart Wealth LLC4,192$294K0.0%+11.4%0.001%
4/28/2026 Ascentis Independent Advisors7,754$544K0.0%N/A0.001%
4/28/2026 Stephens Inc. AR165,488$11.61M0.1%+6.0%0.031%
4/28/2026 Pine Harbor Wealth Management LLC22,225$1.56M0.5%-2.2%0.004%
4/28/2026 GM Advisory Group LLC13,255$930K0.0%+72.0%0.002%
4/28/2026 Walkner Condon Financial Advisors LLC12,157$853K0.1%+4.1%0.002%
4/28/2026 NBT Bank N A NY1,189$83K0.0%N/A0.000%
4/28/2026 Howe & Rusling Inc.61,940$4.35M0.3%+15.8%0.012%
4/28/2026 Forte Asset Management LLC142,213$9.98M4.4%-0.4%0.026%
4/28/2026 Koshinski Asset Management Inc.18,012$1.26M0.1%+19.4%0.003%
4/28/2026 Latitude Advisors LLC10,457$734K0.3%+6.7%0.002%
4/28/2026 Beacon Financial Advisory LLC61,624$4.33M1.0%+3.5%0.011%
4/28/2026 WBH Advisory Inc.48,469$3.40M0.3%+4.0%0.009%
4/27/2026 HB Wealth Management LLC280,645$19.70M0.1%-2.1%0.052%
4/27/2026 BIP Wealth LLC3,784$266K0.0%N/A0.001%
4/27/2026 World Investment Advisors80,568$5.65M0.1%-1.8%0.015%
4/27/2026 Counterweight Ventures LLC36,280$2.55M1.4%+14.9%0.007%
4/27/2026 River S Edge Wealth Management LLC5,603$408K0.4%+35.6%0.001%
4/27/2026 Private Advisor Group LLC938,814$65.89M0.3%-0.8%0.175%
4/27/2026 Y Intercept Hong Kong Ltd9,974$700K0.0%N/A0.002%
4/27/2026 Elevation Point Wealth Partners LLC65,276$4.58M0.1%+1,485.1%0.012%
4/27/2026 Sharp Wealth Advisory LLC3,361$236K0.1%+4.3%0.001%
4/27/2026 Sound Income Strategies LLC1,979$139K0.0%+78.6%0.000%
4/25/2026 Keybank National Association OH14,299$1.00M0.0%+18.1%0.003%
4/25/2026 Physician Wealth Advisors Inc.112,398$7.89M1.1%-1.4%0.021%
4/25/2026 Randolph Co Inc4,181$293K0.0%+16.3%0.001%
4/25/2026 KPP Advisory Services LLC153,548$10.78M1.6%-15.0%0.029%
4/24/2026 Root Financial Partners LLC11,632$816K0.0%-13.9%0.002%


DGRO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DGRO shares?

During the previous two years, 1,337 institutional investors and hedge funds held shares of iShares Core Dividend Growth ETF. The most heavily invested institutionals were Morgan Stanley ($1.34B), LPL Financial LLC ($1.30B), Bank of America Corp DE ($1.27B), Wealthfront Advisers LLC ($967.11M), 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.

Which institutional investors have been buying iShares Core Dividend Growth ETF's stock?

Of the 1,175 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), Jones Financial Companies Lllp ($3.96M), GAMMA Investing LLC ($3.72M), and Kingstone Capital Partners Texas LLC ($2.74M).

How much institutional buying is happening at iShares Core Dividend Growth ETF?

Institutional investors have bought a total of 97,938,554 shares in the last 24 months. This purchase volume represents approximately $6.66B in transactions.

Which of iShares Core Dividend Growth ETF's major shareholders have been selling company stock?

Of the 606 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), Jones Financial Companies Lllp ($2.38M), Northwestern Mutual Wealth Management Co. ($2.05M), Ameriprise Financial Inc. ($1.13M), and PNC Financial Services Group Inc. ($955.23K).

How much institutional selling is happening at iShares Core Dividend Growth ETF?

Institutional investors have sold a total of 38,193,563 shares in the last 24 months. This volume of shares sold represents approximately $2.55B in transactions.


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This page (NYSEARCA:DGRO) was last updated on 5/5/2026 by MarketBeat.com Staff.
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