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Public ownership evidence

iShares Core Dividend Growth ETF (DGRO) Ownership Disclosures

Read DGRO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-295,010$379,697None
Cornerstone Financial Management LLC2026-03-312026-08-295,207$365,417None
Cornerstone Financial Management LLC2025-12-312026-08-295,310$368,610None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29118,078$7,294,840None
Corient Private Wealth LP2026-06-302026-08-281,530,327$115,983,639None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28398$30,164None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28398$27,932None
Legacy Edge Advisors, LLC2025-09-302026-08-273,342$227,523None
Dakota Wealth Management2025-09-302026-08-274,605$313,510None
Dakota Wealth Management2025-12-312026-08-274,755$330,093None
Dakota Wealth Management2026-03-312026-08-277,635$535,826None
Advus Financial Partners, LLC2022-06-302026-08-265,890$280,600None
Advus Financial Partners, LLC2022-03-312026-08-2638,137$2,036,883None
Advus Financial Partners, LLC2021-09-302026-08-2667,332$3,742,314None
Financial Insights, Inc.2026-06-302026-08-2632,636$2,473,506None
Kirkwood Financial Services2026-06-302026-08-263,022$229,030None
CARLSON FINANCIAL, INC.2026-06-302026-08-2574,069$5,614,415None
CARLSON FINANCIAL, INC.2026-03-312026-08-2570,865$4,973,328None
CARLSON FINANCIAL, INC.2025-12-312026-08-2568,173$4,732,547None
Bernard Wealth Management Corp.2026-06-302026-08-22131,993$10,003,750None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-224,481$339,615None
ATX Financial Planning, LLC2026-06-302026-08-2116,361$1,240,000None
Forefront Wealth Partners, LLC2026-06-302026-08-218,515$645,329None
Rehmann Capital Advisory Group2026-06-302026-08-218,237$624,319None
Jackson Wealth Management, LLC2026-06-302026-08-2124,927$1,889,000None
Bullock Wealth Management Group2026-06-302026-08-20405$30,849None
Custos Family Office, LLC2026-03-312026-08-20128,907$9,046,713None
Custos Family Office, LLC2026-06-302026-08-20130,066$9,857,666None
Kingsview Wealth Management, LLC2026-06-302026-08-20331,194$25,101,231None
Archer Investment Corp2026-06-302026-08-202,037$154,358None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-204,123$312,482None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20218,684$16,574,073None
Sankala Group LLC2026-06-302026-08-19130$10,375None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,441,791$109,273,324None
Copia Wealth Management2026-06-302026-08-19968$73,365None
Nest Investments, LLC2026-03-312026-08-1917,215$1,208,136None
Nest Investments, LLC2026-03-312026-08-1971,295$5,003,517None
Nest Investments, LLC2025-12-312026-08-1970,754$4,911,767None
Nest Investments, LLC2025-12-312026-08-1913,139$912,135None
Glenview Trust Co2026-06-302026-08-1911,566$876,587None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-195,716$433,221None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19176$13,000None
Concorde Asset Management, LLC2026-06-302026-08-194,592$348,037None
Legacy Edge Advisors, LLC2025-06-302026-08-185,212$333,255None
Legacy Edge Advisors, LLC2024-09-302026-08-184,374$274,206None
Strive Financial Group ,LLC2026-06-302026-08-18473$35,841None
Coastal Bridge Advisors, LLC2026-06-302026-08-18115,195$8,730,657None
Caitlin John, LLC2026-06-302026-08-181,698$128,691None
Ruggaard & Associates LLC2026-06-302026-08-1834,276$2,597,799None
Corient Private Wealth LP2026-06-302026-08-181,532,652$116,159,845None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.