iShares Core Dividend GrowthDGROETF
13F holders, Q2 2024 (June 30)989holders +4
61new positions
57sold out
4famous investors
$57.37avg. 13F price*
At the end of Q2 2024, 989 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 4 from Q1 2024. 61 opened new positions and 57 sold out. The largest holders were Morgan Stanley ($1.1B), Bank of America Corp. ($1.0B) and LPL Financial LLC ($746.1M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $94.4M |
| Exits | 57 | $101.2M |
All 13F filers, Q1 2024 → Q2 2024: 14,437,089 shares bought and 7,083,009 shares sold, net +7,354,080 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 989 holders
| Morgan Stanley | 0.08% | Add +0.4% | 18,952,587 | $1.1B |
| Bank of America Corp. | 0.10% | Reduce -0.4% | 17,615,663 | $1.0B |
| LPL Financial LLC | 0.37% | Add +8.8% | 12,950,815 | $746.1M |
| BlackRock Inc. | 0.01% | Add +2.4% | 9,896,082 | $570.1M |
| Wealthfront Advisers LLC | 1.84% | Add +26.4% | 9,490,894 | $546.8M |
| Envestnet Asset Management Inc. | 0.18% | Add +4.3% | 9,006,470 | $518.9M |
| Raymond James Financial Services Advisors, Inc. | 0.72% | Add +1.3% | 8,821,774 | $508.2M |
| FMR LLC | 0.03% | Reduce -1.3% | 7,893,905 | $454.8M |
| Ameriprise Financial Inc. | 0.12% | Reduce -0.5% | 7,841,164 | $451.8M |
| PNC Financial Services Group, Inc. | 0.30% | Reduce -3.0% | 7,734,371 | $445.6M |
| Capital Investment Advisors, LLC | 9.38% | Add +2.1% | 7,205,141 | $415.1M |
| Commonwealth Equity Services, LLC | 0.65% | Reduce -0.8% | 7,077,100 | $407.7M |
| Goldman Sachs Group Inc. | 0.07% | Add +3.5% | 6,268,766 | $361.1M |
| Royal Bank of Canada | 0.08% | Add +0.3% | 5,698,298 | $328.3M |
| Wells Fargo & Company | 0.08% | Reduce -2.9% | 5,173,152 | $298.0M |
| UBS Group AG | 0.08% | Add +0.0% | 4,597,784 | $264.9M |
| JPMorgan Chase & Co. | 0.02% | Add +6.6% | 3,174,206 | $182.9M |
| MML Investors Services, LLC | 0.73% | Add +3.2% | 3,152,770 | $181.6M |
| HighTower Advisors, LLC | 0.27% | Add +0.9% | 3,042,412 | $175.3M |
| Truist Financial Corp. | 0.27% | Reduce -2.3% | 3,023,073 | $174.2M |
| Raymond James & Associates | 0.09% | Add +0.9% | 2,493,415 | $143.6M |
| Mariner, LLC | 0.25% | Reduce -0.4% | 2,197,955 | $126.6M |
| Osaic Holdings, Inc. | 0.28% | Reduce -8.7% | 2,078,863 | $119.8M |
| Stifel Financial Corp. | 0.13% | Add +0.5% | 2,031,559 | $117.0M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -16.1% | 2,004,288 | $115.5M |
| Cetera Investment Advisers | 0.26% | Add +3.2% | 1,984,694 | $114.3M |
| Jones Financial Companies LLLP | 0.13% | Add +97.1% | 1,945,562 | $112.1M |
| Horizon Investments, LLC | 3.00% | Add +21.8% | 1,885,544 | $108.6M |
| Avior Wealth Management, LLC | 4.10% | Add +4.5% | 1,656,015 | $95.4M |
| First Command Advisory Services, Inc. | 0.91% | Reduce -1.8% | 1,528,330 | $88.0M |
| Kestra Advisory Services, LLC | 0.47% | Add +497.2% | 1,455,350 | $83.8M |
| Northeast Financial Consultants Inc | 3.74% | Add +5.0% | 1,407,002 | $81.1M |
| American Trust | 6.32% | Reduce -7.4% | 1,340,138 | $77.2M |
| Bank of New York Mellon Corp | 0.01% | Add +5.0% | 1,255,216 | $72.3M |
| Ledyard National Bank | 6.87% | Add +6.7% | 1,228,951 | $70.8M |
| ProVise Management Group, LLC | 5.88% | Add +21.8% | 1,199,484 | $69.1M |
| Lwmg, LLC | 13.29% | Add +6.6% | 1,093,308 | $63.0M |
| Cwm, LLC | 0.30% | Reduce -9.9% | 1,092,768 | $63.0M |
| Strategies Wealth Advisors, LLC | 9.05% | Add +5.7% | 1,079,167 | $62.2M |
| Seven Springs Wealth Group, LLC | 24.48% | Add +0.1% | 1,061,478 | $61.2M |
| Private Advisor Group, LLC | 0.39% | Reduce -1.3% | 1,003,811 | $57.8M |
| Baird Financial Group, Inc. | 0.12% | Reduce -6.1% | 969,181 | $55.8M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Reduce 0.0% | 942,281 | $54.3M |
| Gratus Wealth Advisors, LLC | 9.19% | Reduce -0.3% | 898,561 | $53.3M |
| Strategic Wealth Partners, Ltd. | 5.57% | Reduce -0.4% | 925,579 | $53.3M |
| First Business Financial Services, Inc. | 5.42% | Reduce -2.4% | 888,216 | $51.2M |
| Bogart Wealth, LLC | 2.45% | Add +1.5% | 835,355 | $48.1M |
| Madison Wealth Partners, Inc | 15.86% | Add +2.3% | 802,803 | $46.2M |
| Sanctuary Advisors, LLC | 0.33% | — | 801,350 | $45.1M |
| Correct Capital Wealth Management | 10.38% | Reduce -10.9% | 770,713 | $44.4M |
| Sigma Planning Corp | 1.38% | Reduce -12.6% | 755,238 | $43.5M |
| Smith Anglin Financial, LLC | 4.40% | Add +5.5% | 754,991 | $43.5M |
| Captrust Financial Advisors | 0.13% | Reduce -1.0% | 722,252 | $41.6M |
| TD Private Client Wealth LLC | 1.31% | Add +16.1% | 720,456 | $41.5M |
| Confluence Wealth Services, Inc. | 3.06% | Add +8.6% | 667,406 | $38.4M |
| Conservest Capital Advisors, Inc. | 4.13% | Reduce -17.7% | 658,752 | $38.2M |
| Steward Partners Investment Advisory, LLC | 0.39% | Reduce -20.4% | 634,619 | $36.6M |
| Vestmark Advisory Solutions, Inc. | 1.51% | Reduce -4.0% | 626,882 | $36.1M |
| D'Orazio & Associates, Inc. | 5.45% | Reduce -14.6% | 615,494 | $35.5M |
| Comerica Bank | 0.14% | Reduce -0.7% | 585,498 | $33.7M |
| Etfidea, LLC | 11.20% | Add +1.0% | 574,823 | $33.1M |
| O'Dell Group, LLC | 8.10% | No change | 569,047 | $33.0M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +4.3% | 565,970 | $32.6M |
| Oppenheimer & Co. Inc. | 0.49% | Add +6.0% | 533,583 | $30.7M |
| Ritter Daniher Financial Advisory LLC / DE | 9.74% | Add +0.7% | 530,506 | $30.6M |
| Silver Coast Investments LLC | 12.43% | Add +2.4% | 527,472 | $30.4M |
| NewEdge Advisors, LLC | 0.22% | Add +0.7% | 518,643 | $29.9M |
| Vaughan David Investments LLC | 0.75% | Add +2.3% | 514,866 | $29.7M |
| Legacy Financial Strategies, LLC | 7.12% | Add +6.1% | 513,742 | $29.6M |
| Auto-Owners Insurance Co | 0.78% | No change | 514,500 | $29.6M |
| Wolff Financial Management LLC | 20.97% | Add +1.2% | 493,097 | $28.4M |
| WealthPLAN Partners, LLC | 2.97% | Add +1.8% | 480,258 | $27.7M |
| Janney Montgomery Scott LLC | 0.08% | Add +4.5% | 479,479 | $27.6M |
| J.W. Cole Advisors, Inc. | 1.28% | Reduce -0.5% | 474,093 | $27.3M |
| XML Financial, LLC | 2.61% | Add +3.2% | 449,974 | $25.9M |
| Rockefeller Capital Management L.P. | 0.07% | Add +0.1% | 444,099 | $25.6M |
| Atria Wealth Solutions, Inc. | 0.28% | Add +18.0% | 434,456 | $25.0M |
| Gratus Capital, LLC | 0.97% | Add +0.3% | 419,637 | $24.2M |
| Altus Wealth Management, LLC | 11.50% | Add +1.1% | 415,334 | $23.9M |
| Avantax Advisory Services, Inc. | 0.17% | Reduce -6.5% | 409,647 | $23.6M |
| Fifth Third Securities, Inc. | 2.18% | Add +1.0% | 409,006 | $23.6M |
| Atria Investments, Inc | 0.29% | Reduce -14.3% | 395,188 | $22.8M |
| TBH Global Asset Management, LLC | 4.90% | Reduce -23.1% | 383,184 | $22.1M |
| Dagco, Inc. | 9.68% | Reduce -0.7% | 378,546 | $21.8M |
| Provident Wealth Management, LLC | 7.91% | Add +9.0% | 375,200 | $21.6M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +2.5% | 374,665 | $21.6M |
| Compass Ion Advisors, LLC | 3.05% | Add +1.4% | 368,131 | $21.4M |
| Sterling Manor Financial, LLC | 15.62% | Add +1.9% | 356,187 | $20.5M |
| Sweeney & Michel, LLC | 8.74% | Add +1.9% | 354,844 | $20.5M |
| Gimbal Financial | 14.61% | Add +1.1% | 338,574 | $19.9M |
| Capital Planning LLC | 5.92% | Add +1.1% | 343,010 | $19.8M |
| Consilio Wealth Advisors, LLC | 8.82% | Add +0.6% | 341,387 | $19.7M |
| Savant Capital, LLC | 0.20% | Reduce -3.6% | 340,533 | $19.6M |
| Regions Financial Corp. | 0.15% | Reduce -2.9% | 331,758 | $19.1M |
| Meridian Financial Partners LLC | 11.11% | Add +5.3% | 313,044 | $18.7M |
| Vicus Capital | 1.69% | Add +1.6% | 323,554 | $18.6M |
| Alliance Wealth Advisors, LLC | 11.52% | Add +0.4% | 317,107 | $18.3M |
| Allegheny Financial Group | 5.04% | Add +10.1% | 304,935 | $17.6M |
| Equitable Holdings, Inc. | 0.18% | Add +0.8% | 304,907 | $17.6M |
| LGL Partners, LLC | 2.55% | Add +2.7% | 302,962 | $17.5M |
"% of holder's portfolio" is DGRO's weight in each manager's 13F, not the share of iShares Core Dividend Growth the manager owns.