iShares Core Dividend GrowthDGROETF
13F holders, Q1 2024 (March 31)985holders
4famous investors
$58.04avg. 13F price*
At the end of Q1 2024, 985 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings. The largest holders were Morgan Stanley ($1.1B), Bank of America Corp. ($1.0B) and LPL Financial LLC ($691.1M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Core Dividend Growth
- CUSIP
- 46434V621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $99.2M |
| Exits | 59 | $63.0M |
Ownership 985 holders
| Morgan Stanley | 0.09% | Reduce -3.5% | 18,876,266 | $1.1B |
| Bank of America Corp. | 0.10% | Reduce -2.4% | 17,687,966 | $1.0B |
| LPL Financial LLC | 0.37% | Add +6.7% | 11,902,978 | $691.1M |
| BlackRock Inc. | 0.01% | Add +32.2% | 9,660,918 | $560.9M |
| Raymond James Financial Services Advisors, Inc. | 0.75% | Reduce -0.7% | 8,710,235 | $505.7M |
| Envestnet Asset Management Inc. | 0.19% | Add +1.1% | 8,637,711 | $501.5M |
| FMR LLC | 0.03% | Reduce -1.4% | 7,996,613 | $464.3M |
| PNC Financial Services Group, Inc. | 0.32% | Reduce -1.0% | 7,972,561 | $462.9M |
| Ameriprise Financial Inc. | 0.13% | Reduce -21.8% | 7,881,454 | $458.0M |
| Wealthfront Advisers LLC | 1.53% | Add +1.9% | 7,508,367 | $435.9M |
| Commonwealth Equity Services, LLC | 0.69% | Add +2.1% | 7,134,724 | $414.2M |
| Capital Investment Advisors, LLC | 9.55% | Add +0.4% | 7,054,762 | $409.6M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -0.2% | 6,057,754 | $351.7M |
| Royal Bank of Canada | 0.08% | Reduce -0.1% | 5,680,940 | $329.8M |
| Wells Fargo & Company | 0.08% | Add +1.5% | 5,329,805 | $309.4M |
| UBS Group AG | 0.09% | Reduce -2.3% | 4,597,248 | $266.9M |
| Truist Financial Corp. | 0.27% | Reduce -9.9% | 3,095,063 | $179.7M |
| MML Investors Services, LLC | 0.73% | Reduce -3.4% | 3,056,144 | $177.4M |
| HighTower Advisors, LLC | 0.28% | Add +1.6% | 3,015,588 | $175.1M |
| JPMorgan Chase & Co. | 0.02% | Reduce -6.7% | 2,976,616 | $172.8M |
| Raymond James & Associates | 0.10% | Reduce -1.7% | 2,470,630 | $143.4M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +22.4% | 2,389,924 | $138.8M |
| Osaic Holdings, Inc. | 0.30% | Reduce -30.7% | 2,277,160 | $132.2M |
| Mariner, LLC | 0.27% | Reduce -3.1% | 2,207,136 | $128.1M |
| Stifel Financial Corp. | 0.13% | Add +2.4% | 2,021,854 | $117.4M |
| Cetera Investment Advisers | 0.26% | Add +319.5% | 1,922,423 | $111.6M |
| Avior Wealth Management, LLC | 4.28% | Add +6.7% | 1,585,159 | $92.0M |
| First Command Advisory Services, Inc. | 0.95% | Reduce -2.3% | 1,556,851 | $90.4M |
| Horizon Investments, LLC | 2.36% | Add +62.6% | 1,547,928 | $89.9M |
| American Trust | 7.02% | Reduce -29.9% | 1,447,496 | $84.0M |
| Northeast Financial Consultants Inc | 3.82% | Reduce -1.1% | 1,340,616 | $77.8M |
| Cwm, LLC | 0.34% | Reduce -4.6% | 1,213,379 | $70.4M |
| Bank of New York Mellon Corp | 0.01% | Add +5.5% | 1,195,048 | $69.4M |
| Ledyard National Bank | 6.47% | Add +5.8% | 1,151,629 | $66.9M |
| Seven Springs Wealth Group, LLC | 24.18% | Reduce -1.4% | 1,060,648 | $61.6M |
| Baird Financial Group, Inc. | 0.13% | Reduce -7.3% | 1,032,220 | $59.9M |
| Lwmg, LLC | 13.74% | Add +1.5% | 1,025,288 | $59.5M |
| Strategies Wealth Advisors, LLC | 9.12% | Add +5.2% | 1,020,945 | $59.3M |
| Private Advisor Group, LLC | 0.42% | Reduce -0.8% | 1,016,682 | $59.0M |
| Jones Financial Companies LLLP | 0.08% | Add +46.0% | 987,253 | $57.3M |
| ProVise Management Group, LLC | 4.95% | Add +35.8% | 984,720 | $57.2M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +6.3% | 942,314 | $54.7M |
| Strategic Wealth Partners, Ltd. | 5.92% | Add +1.9% | 929,317 | $54.0M |
| First Business Financial Services, Inc. | 5.67% | Add +1.3% | 910,361 | $52.9M |
| Correct Capital Wealth Management | 11.59% | Reduce -0.8% | 864,742 | $50.2M |
| Sigma Planning Corp | 1.58% | Add +127.1% | 864,481 | $50.2M |
| Gratus Wealth Advisors, LLC | 9.16% | Reduce -11.2% | 901,724 | $49.9M |
| Bogart Wealth, LLC | 2.46% | Add +1.1% | 823,172 | $47.8M |
| Conservest Capital Advisors, Inc. | 4.74% | Add +3.5% | 800,016 | $46.4M |
| Steward Partners Investment Advisory, LLC | 0.51% | Reduce -5.4% | 797,738 | $46.3M |
| Madison Wealth Partners, Inc | 16.48% | Add +1.9% | 784,751 | $45.6M |
| Captrust Financial Advisors | 0.16% | Reduce -12.5% | 729,496 | $42.4M |
| D'Orazio & Associates, Inc. | 6.75% | Reduce -17.4% | 720,961 | $41.9M |
| Smith Anglin Financial, LLC | 4.29% | Add +6.9% | 715,694 | $41.6M |
| Vestmark Advisory Solutions, Inc. | 1.63% | Reduce -22.8% | 652,667 | $37.9M |
| TD Private Client Wealth LLC | 1.18% | Add +10.2% | 620,716 | $36.0M |
| Confluence Wealth Services, Inc. | 3.15% | Add +11.1% | 614,615 | $35.7M |
| Comerica Bank | 0.15% | Reduce -1.2% | 589,449 | $34.2M |
| Etfidea, LLC | 11.26% | Add +1.7% | 569,125 | $33.0M |
| O'Dell Group, LLC | 8.10% | Add +0.8% | 569,047 | $33.0M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -1.8% | 542,452 | $31.5M |
| Ritter Daniher Financial Advisory LLC / DE | 10.13% | Add +1.2% | 527,094 | $30.6M |
| Silver Coast Investments LLC | 12.22% | Add +2.9% | 515,255 | $29.9M |
| NewEdge Advisors, LLC | 0.26% | Reduce -68.6% | 515,191 | $29.9M |
| Auto-Owners Insurance Co | 0.79% | No change | 514,500 | $29.9M |
| Vaughan David Investments LLC | 0.73% | Add +2.8% | 503,504 | $29.2M |
| Oppenheimer & Co. Inc. | 0.49% | Add +14.7% | 503,259 | $29.2M |
| TBH Global Asset Management, LLC | 5.78% | Reduce -19.7% | 498,504 | $28.9M |
| Wolff Financial Management LLC | 8.24% | Add +2.3% | 487,156 | $28.3M |
| Legacy Financial Strategies, LLC | 7.24% | Add +1.7% | 484,017 | $28.1M |
| J.W. Cole Advisors, Inc. | 1.40% | Add +6.5% | 476,475 | $27.7M |
| WealthPLAN Partners, LLC | 2.84% | Add +45.5% | 471,594 | $27.4M |
| Atria Investments, Inc | 0.37% | Add +10.5% | 460,907 | $26.8M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -13.2% | 458,885 | $26.6M |
| Lincoln National Corp. | 0.41% | Add +1.6% | 449,339 | $26.1M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -32.7% | 443,827 | $25.8M |
| Avantax Advisory Services, Inc. | 0.23% | Reduce -6.8% | 438,092 | $25.4M |
| XML Financial, LLC | 2.59% | Add +2.3% | 436,147 | $25.3M |
| Gratus Capital, LLC | 1.12% | Reduce -64.2% | 418,441 | $24.3M |
| Stratos Wealth Advisors, LLC | 1.44% | Add +2.2% | 417,926 | $24.3M |
| Prism Advisors, Inc. | 7.27% | Add +1.8% | 417,159 | $24.2M |
| Altus Wealth Management, LLC | 12.55% | Add +1.3% | 410,858 | $23.9M |
| Fifth Third Securities, Inc. | 2.28% | Add +2.2% | 404,825 | $23.5M |
| Mgo One Seven LLC | 1.19% | Add +4.8% | 393,235 | $22.8M |
| Summit Investment Advisory Services, LLC | 13.49% | Reduce -8.8% | 392,535 | $22.8M |
| Dagco, Inc. | 10.08% | New | 381,367 | $22.1M |
| Atria Wealth Solutions, Inc. | 0.24% | Add +1.3% | 368,126 | $21.4M |
| Stratos Wealth Partners, LTD. | 0.36% | Add +10.5% | 365,706 | $21.2M |
| Compass Ion Advisors, LLC | 3.03% | Reduce -1.7% | 362,876 | $21.1M |
| Savant Capital, LLC | 0.24% | Reduce -0.7% | 353,136 | $20.5M |
| Sterling Manor Financial, LLC | 15.23% | Add +59.8% | 349,420 | $20.3M |
| Sweeney & Michel, LLC | 8.94% | — | 348,412 | $20.2M |
| Provident Wealth Management, LLC | 7.49% | Reduce -0.2% | 344,264 | $20.0M |
| Regions Financial Corp. | 0.15% | Add +1.3% | 341,751 | $19.8M |
| Consilio Wealth Advisors, LLC | 9.23% | Add +0.4% | 339,420 | $19.7M |
| Capital Planning LLC | 6.42% | Add +6.6% | 339,195 | $19.7M |
| Mercer Global Advisors Inc. | 0.06% | Add +19.9% | 338,067 | $19.6M |
| Gimbal Financial | 15.91% | New | 334,851 | $19.4M |
| Ratio Wealth Group | 3.59% | Add +5.0% | 331,863 | $19.3M |
| Vicus Capital | 1.69% | Add +4.8% | 318,603 | $18.5M |
"% of holder's portfolio" is DGRO's weight in each manager's 13F, not the share of iShares Core Dividend Growth the manager owns.