DGRO · iShares Core Dividend Growth ETF ETF
$79.13
-0.48 (-0.60%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 12
Total Value: $204,615,713
Total Shares: 2,699,772
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 12 13F filers · Δ vs Mar 31, 2026Top Holder
56.7%
+20.5 pts
Top 5
99.3%
−0.7 pts
Top 10
100.0%
−0.0 pts
HHI
4,028
Highly concentrated+1,383
Quarterly Activity
vs Mar 31, 2026
New
9
Increased
0
Decreased
2
Sold Out
2
Unchanged
1
Holder count:
+7
Institutional value:
+9189.7%
Shares held:
+8502.1%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | −1,243 | 5,553 | |
| Small Cornerstone Financial Management LLC | −197 | 5,010 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 1,530,327 | $115,983,483 | |
| Small Kinetic Wealth Investment Advisors LLC | 668,090 | $50,634,541 | |
| Mega CITADEL ADVISORS LLC | 375,939 | $28,492,416 | |
| Small CARLSON FINANCIAL, INC. | 74,069 | $5,613,689 | |
| Small Financial Insights, Inc. | 32,636 | $2,473,482 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 11,349 | $796,472 | |
| Mid Dakota Wealth Management | 7,635 | $535,824 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DGRO | $115,983,483 | 56.68% | 1,530,327 | Shares | 2026-08-27 | |
| Small Kinetic Wealth Investment Advisors LLC DGRO | $50,634,541 | 24.75% | 668,090 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC DGRO | $17,745,394 | 8.67% | 234,139 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC DGRO | $8,776,482 | 4.29% | 115,800 | Put | 2026-09-02 | |
| Small CARLSON FINANCIAL, INC. DGRO | $5,613,689 | 2.74% | 74,069 | Shares | 2026-08-24 | |
| Small Financial Insights, Inc. DGRO | $2,473,482 | 1.21% | 32,636 | Shares | 2026-08-25 | |
| Mega CITADEL ADVISORS LLC DGRO | $1,970,540 | 0.96% | 26,000 | Call | 2026-09-02 | |
| Small Range Advisory, LLC DGRO | $420,861 | 0.21% | 5,553 | Shares | 2026-09-02 | |
| Small Cornerstone Financial Management LLC DGRO | $379,707 | 0.19% | 5,010 | Shares | 2026-08-28 | |
| Small Second Line Capital, LLC DGRO | $261,323 | 0.13% | 3,448 | Shares | 2026-09-02 | |
| Small Kirkwood Financial Services DGRO | $229,037 | 0.11% | 3,022 | Shares | 2026-08-25 | |
| Small BROWN, LISLE/CUMMINGS, INC. DGRO | $64,421 | 0.03% | 850 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank DGRO | $32,589 | 0.02% | 430 | Shares | 2026-09-04 | |
| Small TUCKER ASSET MANAGEMENT LLC DGRO | $30,164 | 0.01% | 398 | Shares | 2026-08-27 |