iShares Core Dividend GrowthDGROETF

13F holders, Q2 2026 (June 30)
1,350holders +26
94new positions
61sold out
7famous investors
$75.81avg. 13F price*

At the end of Q2 2026, 1,350 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 26 from Q1 2026. 94 opened new positions and 61 sold out. The largest holders were LPL Financial LLC ($1.6B), Morgan Stanley ($1.5B) and Bank of America Corp. ($1.5B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Core Dividend Growth
CUSIP
46434V621
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions94$155.2M
Exits61$35.2M

All 13F filers, Q1 2026 → Q2 2026: 15,728,891 shares bought and 6,837,070 shares sold, net +8,891,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,350 holders

LPL Financial LLC 0.36% Add +5.2% 21,292,882 $1.6B
Morgan Stanley 0.08% Add +4.1% 20,167,455 $1.5B
Bank of America Corp. 0.09% Reduce -0.7% 19,247,587 $1.5B
Wealthfront Advisers LLC 2.58% Add +1.8% 17,739,616 $1.3B
Jones Financial Companies LLLP 0.44% Add +19.4% 14,415,274 $1.1B
Raymond James Financial Inc. 0.23% Add +2.7% 11,158,166 $845.7M
Envestnet Asset Management Inc. 0.20% Add +4.5% 11,099,887 $841.3M
Capital Investment Advisors, LLC 8.49% Add +0.8% 8,497,348 $644.0M
Royal Bank of Canada 0.10% Reduce -0.8% 8,168,442 $619.1M
Commonwealth Equity Services, LLC 0.69% Add +0.1% 7,235,888 $548.4M
Ameriprise Financial Inc. 0.11% Reduce -0.2% 6,839,276 $518.5M
Wells Fargo & Company 0.09% Add +2.7% 6,839,705 $518.4M
PNC Financial Services Group, Inc. 0.22% Reduce -7.2% 5,857,129 $443.9M
HighTower Advisors, LLC 0.39% Add +3.0% 5,305,798 $402.1M
Goldman Sachs Group Inc. 0.04% Add +4.5% 4,988,207 $378.1M
JPMorgan Chase & Co. 0.02% Add +4.5% 4,968,272 $377.3M
UBS Group AG 0.06% Reduce -1.8% 4,578,048 $347.0M
FMR LLC 0.02% Reduce -13.8% 4,564,459 $345.9M
Cetera Investment Advisers 0.24% Add +5.3% 3,502,126 $265.4M
MML Investors Services, LLC 0.52% Add +7.7% 3,363,810 $254.9M
Vantagepoint Investment Advisers LLC 1.77% No change 3,114,188 $236.0M
Truist Financial Corp. 0.27% Add +0.7% 2,959,117 $224.3M
Stifel Financial Corp. 0.18% Add +3.5% 2,865,667 $217.2M
Northwestern Mutual Wealth Management Co. 0.11% Add +4.5% 2,604,399 $197.4M
Mariner, LLC 0.20% Reduce -7.0% 2,527,648 $191.6M
Kestra Advisory Services, LLC 0.53% Add +172.4% 2,172,946 $164.7M
Osaic Holdings, Inc. 0.19% Add +22.3% 2,140,640 $162.3M
Avior Wealth Management, LLC 4.23% Add +11.8% 2,122,891 $160.9M
TD Private Client Wealth LLC 2.84% Add +8.8% 2,036,157 $154.3M
Corient Private Wealth LP 0.16% Reduce -5.9% 1,530,327 $116.0M
First Command Advisory Services, Inc. 0.65% Reduce -5.1% 1,443,278 $109.4M
Beacon Pointe Advisors, LLC 0.51% Add +3.4% 1,441,791 $109.3M
ProVise Management Group, LLC 7.27% Add +1.9% 1,430,575 $108.4M
Dynasty Wealth Management, LLC 0.75% Add +3.7% 1,329,183 $100.7M
Bluespring Wealth Management, LLC 1.93% New 1,327,069 $100.6M
Confluence Wealth Services, Inc. 2.76% Add +21.3% 1,274,825 $96.6M
SHP Wealth Management 6.61% Add +6.0% 1,268,880 $96.2M
Quotient Wealth Partners, LLC 2.26% Add +3.4% 1,263,551 $95.8M
Gratus Wealth Advisors, LLC 11.99% Add +2.1% 1,243,096 $94.2M
HM Payson & Co. 1.19% Reduce -39.5% 1,188,167 $90.1M
Seven Springs Wealth Group, LLC 19.97% Add +3.5% 1,183,767 $89.7M
Ledyard National Bank 7.06% Add +1.7% 1,162,346 $88.1M
Cambridge Investment Research Advisors, Inc. 0.19% Add +1.7% 1,125,372 $85.3M
Strategies Wealth Advisors, LLC 7.50% Reduce -12.5% 1,106,388 $83.9M
American Trust 6.07% Add +4.6% 1,039,043 $78.7M
Sanctuary Advisors, LLC 0.34% Reduce -0.4% 980,791 $74.3M
BlackRock, Inc. 0.00% Reduce -28.9% 958,011 $72.6M
NewEdge Advisors, LLC 0.22% Add +2.7% 953,486 $72.3M
Baird Financial Group, Inc. 0.10% Add +0.4% 930,162 $70.5M
MCF Advisors LLC 2.28% Reduce -0.4% 840,366 $63.7M
First Business Financial Services, Inc. 4.93% Add +0.5% 839,061 $63.6M
Stonebridge Financial Group, LLC 4.74% Reduce -0.5% 825,225 $62.5M
Conservest Capital Advisors, Inc. 4.80% Add +0.4% 796,303 $60.4M
Integrated Wealth Concepts LLC 0.39% Add +157.1% 792,612 $60.1M
JGP Wealth Management, LLC 5.12% Add +3.5% 752,651 $57.0M
Fifth Third Bancorp 0.09% Reduce -0.9% 749,089 $56.8M
FFT Wealth Management LLC 8.86% Add +5.3% 746,197 $56.6M
J.W. Cole Advisors, Inc. 0.96% Reduce -0.3% 734,223 $55.6M
Natixis Advisors, LLC 0.06% Add +28.1% 729,995 $55.3M
Private Advisor Group, LLC 0.25% Reduce -22.7% 725,570 $55.0M
Sigma Planning Corp 1.38% Add +0.0% 721,444 $54.7M
Captrust Financial Advisors 0.08% Reduce -2.0% 673,955 $51.1M
Kinetic Wealth Investment Advisors LLC 23.87% — 668,090 $50.6M
Bank of New York Mellon Corp 0.01% Add +2.9% 659,031 $49.9M
Ritter Daniher Financial Advisory LLC / DE 7.60% Add +2.5% 658,931 $49.9M
Focus Partners Wealth 0.05% Reduce -0.8% 639,958 $48.5M
Steward Partners Investment Advisory, LLC 0.24% Reduce -9.6% 629,011 $47.7M
Oppenheimer & Co. Inc. 0.49% Add +0.2% 604,034 $45.8M
XML Financial, LLC 3.23% Add +1.7% 585,875 $44.4M
Vaughan David Investments LLC 0.87% Add +1.7% 576,397 $43.7M
Janney Montgomery Scott LLC 0.08% Add +2.0% 569,971 $43.2M
Wolff Financial Management LLC 8.53% Reduce -0.4% 564,374 $42.8M
Waverly Advisors, LLC 0.25% Reduce -20.9% 558,937 $42.4M
Equitable Holdings, Inc. 0.25% Add +3.9% 555,535 $42.1M
Dagco, Inc. 7.58% Add +4.2% 541,427 $41.0M
Scott Capital Advisors, LLC 6.40% Reduce -0.0% 539,471 $40.9M
Earned Wealth Advisors, LLC 2.62% Add +1.1% 536,322 $40.6M
Vestmark Advisory Solutions, Inc. 0.37% Add +0.8% 521,597 $39.5M
Auto-Owners Insurance Co 0.88% Reduce -25.4% 514,500 $39.0M
FORM Wealth Advisors, LLC 4.23% Reduce -29.1% 507,127 $38.4M
Fifth Third Securities, Inc. 2.19% Add +1.1% 506,229 $38.4M
Hughes Financial Services, LLC 4.85% Add +4.7% 483,103 $36.6M
Capital Analysts, LLC 0.79% Reduce -1.3% 453,330 $34.4M
Silver Coast Investments LLC 10.10% Reduce -0.4% 447,671 $33.9M
TRB Wealth Management, LLC 4.52% Add +1.9% 447,648 $33.9M
Altus Wealth Management, LLC 12.98% Add +0.7% 444,824 $33.7M
Stratos Wealth Partners, LTD. 0.34% Add +4.9% 439,883 $33.3M
Compass Ion Advisors, LLC 2.80% Add +2.1% 428,139 $32.4M
D'Orazio & Associates, Inc. 3.71% Reduce -1.8% 422,469 $32.0M
Provident Wealth Management, LLC 8.23% Add +0.5% 421,678 $32.0M
Legacy Financial Strategies, LLC 4.91% Add +1.0% 418,414 $31.7M
Wealth Enhancement Advisory Services, LLC 0.05% Add +6.0% 411,438 $31.7M
Creative Planning 0.02% Add +3.1% 416,883 $31.6M
Sweeney & Michel, LLC 8.05% Add +0.6% 385,673 $30.6M
Alliance Wealth Advisors, LLC 12.17% Add +3.0% 401,517 $30.4M
Gotham Asset Management 0.07% Add +12.5% 397,769 $30.1M
Rockefeller Capital Management L.P. 0.05% Add +18.4% 394,229 $29.9M
Presidio Capital Management, LLC 7.46% Add +6.6% 393,622 $29.8M
Adirondack Capital Advisors, LLC 15.82% Add +2.4% 389,302 $29.5M
&partners 0.12% Reduce -0.3% 382,727 $29.1M

"% of holder's portfolio" is DGRO's weight in each manager's 13F, not the share of iShares Core Dividend Growth the manager owns.

Show all 1,350 holders