iShares Core Dividend GrowthDGROETF
13F holders, Q3 2024 (September 30)1,045holders +56
87new positions
34sold out
7famous investors
$62.67avg. 13F price*
At the end of Q3 2024, 1,045 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 56 from Q2 2024. 87 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($1.2B), Bank of America Corp. ($1.1B) and LPL Financial LLC ($837.8M). 7 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $126.4M |
| Exits | 34 | $11.1M |
All 13F filers, Q2 2024 → Q3 2024: 15,447,486 shares bought and 9,827,479 shares sold, net +5,620,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,045 holders
| Morgan Stanley | 0.08% | Reduce -2.7% | 18,439,460 | $1.2B |
| Bank of America Corp. | 0.10% | Reduce -0.2% | 17,586,107 | $1.1B |
| LPL Financial LLC | 0.37% | Add +3.2% | 13,363,898 | $837.8M |
| Envestnet Asset Management Inc. | 0.23% | Add +27.3% | 11,463,441 | $718.6M |
| Wealthfront Advisers LLC | 1.96% | Add +7.4% | 10,191,238 | $638.9M |
| BlackRock, Inc. | 0.01% | — | 9,289,434 | $582.4M |
| Raymond James Financial Services Advisors, Inc. | 0.72% | Reduce -2.4% | 8,612,535 | $539.9M |
| PNC Financial Services Group, Inc. | 0.31% | Add +1.4% | 7,842,422 | $491.6M |
| FMR LLC | 0.03% | Reduce -1.0% | 7,817,718 | $490.1M |
| Ameriprise Financial Inc. | 0.12% | Reduce -6.7% | 7,318,805 | $458.8M |
| Capital Investment Advisors, LLC | 9.44% | Add +1.5% | 7,315,118 | $458.6M |
| Commonwealth Equity Services, LLC | 0.67% | Add +0.2% | 7,093,495 | $444.7M |
| Royal Bank of Canada | 0.08% | Add +1.4% | 5,780,400 | $362.4M |
| Wells Fargo & Company | 0.08% | Add +1.8% | 5,266,230 | $330.1M |
| UBS Group AG | 0.08% | Reduce -0.6% | 4,572,694 | $286.7M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -29.1% | 4,447,214 | $278.8M |
| MML Investors Services, LLC | 0.87% | Add +20.4% | 3,796,963 | $238.0M |
| JPMorgan Chase & Co. | 0.02% | Add +4.1% | 3,304,969 | $207.2M |
| HighTower Advisors, LLC | 0.29% | Add +2.3% | 3,110,822 | $195.0M |
| Jones Financial Companies LLLP | 0.20% | Add +59.0% | 3,092,431 | $193.0M |
| Truist Financial Corp. | 0.30% | Reduce -0.3% | 3,014,539 | $189.0M |
| Horizon Investments, LLC | 4.54% | Add +44.7% | 2,728,250 | $171.0M |
| Raymond James & Associates | 0.10% | Add +1.8% | 2,538,953 | $159.2M |
| Mariner, LLC | 0.24% | Reduce -1.7% | 2,160,593 | $135.4M |
| Cetera Investment Advisers | 0.29% | Add +6.9% | 2,121,352 | $133.0M |
| Stifel Financial Corp. | 0.14% | Add +4.4% | 2,120,359 | $132.9M |
| Bank of New York Mellon Corp | 0.02% | Add +44.3% | 1,811,529 | $113.6M |
| Osaic Holdings, Inc. | 0.26% | Reduce -13.0% | 1,808,801 | $113.4M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -10.8% | 1,788,882 | $112.1M |
| Avior Wealth Management, LLC | 4.22% | Add +2.0% | 1,689,589 | $105.9M |
| First Command Advisory Services, Inc. | 0.92% | Reduce -0.3% | 1,524,367 | $95.6M |
| Kestra Advisory Services, LLC | 0.52% | Add +2.5% | 1,491,105 | $93.5M |
| American Trust | 7.40% | Add +6.8% | 1,431,025 | $89.7M |
| Northeast Financial Consultants Inc | 3.87% | Add +0.2% | 1,410,106 | $88.4M |
| Ledyard National Bank | 7.75% | Add +10.1% | 1,352,539 | $84.8M |
| Smith Anglin Financial, LLC | 8.13% | Add +78.4% | 1,346,692 | $84.4M |
| ProVise Management Group, LLC | 6.09% | Add +2.2% | 1,226,224 | $76.9M |
| Lwmg, LLC | 13.32% | Add +2.3% | 1,117,901 | $70.1M |
| Gratus Wealth Advisors, LLC | 11.40% | Add +24.9% | 1,121,862 | $69.8M |
| Strategies Wealth Advisors, LLC | 9.26% | Add +2.3% | 1,103,996 | $69.2M |
| Private Advisor Group, LLC | 0.41% | Add +4.9% | 1,053,132 | $66.0M |
| Seven Springs Wealth Group, LLC | 22.69% | Reduce -8.4% | 972,233 | $60.9M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +2.5% | 965,539 | $60.5M |
| Baird Financial Group, Inc. | 0.12% | Reduce -1.2% | 957,396 | $60.0M |
| Sanctuary Advisors, LLC | 0.37% | Add +12.7% | 903,220 | $58.0M |
| First Business Financial Services, Inc. | 5.64% | Add +1.2% | 898,495 | $56.3M |
| Bogart Wealth, LLC | 2.51% | Add +1.3% | 846,354 | $53.1M |
| Madison Wealth Partners, Inc | 15.67% | Add +5.2% | 844,149 | $52.9M |
| TD Private Client Wealth LLC | 1.47% | Add +13.2% | 815,623 | $51.1M |
| Correct Capital Wealth Management | 10.79% | Add +0.9% | 777,774 | $48.8M |
| Conservest Capital Advisors, Inc. | 4.76% | Add +21.4% | 799,973 | $46.4M |
| Captrust Financial Advisors | 0.13% | Reduce -0.7% | 716,937 | $44.9M |
| Confluence Wealth Services, Inc. | 3.22% | Add +5.4% | 703,251 | $44.1M |
| Sigma Planning Corp | 1.25% | Reduce -14.0% | 649,549 | $40.7M |
| Nan Shan Life Insurance Co., Ltd. | 0.95% | New | 641,300 | $40.2M |
| Steward Partners Investment Advisory, LLC | 0.36% | Reduce -1.6% | 624,597 | $39.2M |
| Vestmark Advisory Solutions, Inc. | 1.44% | Reduce -1.8% | 615,604 | $38.6M |
| Comerica Bank | 0.15% | Add +2.3% | 598,702 | $37.5M |
| O'Dell Group, LLC | 8.25% | Add +4.3% | 593,379 | $37.2M |
| Etfidea, LLC | 11.48% | Add +0.7% | 578,709 | $36.3M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +113.3% | 577,722 | $36.2M |
| D'Orazio & Associates, Inc. | 5.14% | Reduce -6.4% | 576,009 | $36.1M |
| Oppenheimer & Co. Inc. | 0.54% | Add +5.9% | 565,087 | $35.4M |
| Legacy Financial Strategies, LLC | 7.41% | Add +4.3% | 535,925 | $33.6M |
| Silver Coast Investments LLC | 12.26% | Add +0.7% | 531,137 | $33.3M |
| Ritter Daniher Financial Advisory LLC / DE | 9.67% | Add +0.1% | 530,900 | $33.3M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -8.4% | 518,640 | $32.5M |
| Vaughan David Investments LLC | 0.75% | Add +0.7% | 518,468 | $32.5M |
| Focus Partners Wealth | 0.10% | Add +86.1% | 514,777 | $32.3M |
| Auto-Owners Insurance Co | 0.79% | No change | 514,500 | $32.3M |
| NewEdge Advisors, LLC | 0.21% | Reduce -1.1% | 513,089 | $32.2M |
| Wolff Financial Management LLC | 8.69% | Add +3.5% | 510,387 | $32.0M |
| J.W. Cole Advisors, Inc. | 1.33% | Add +6.8% | 506,436 | $31.7M |
| Janney Montgomery Scott LLC | 0.09% | Add +3.5% | 496,471 | $31.1M |
| XML Financial, LLC | 2.74% | Add +4.7% | 471,027 | $29.5M |
| Atria Wealth Solutions, Inc. | 0.31% | Add +4.6% | 454,501 | $28.5M |
| Gimbal Financial | 17.28% | Add +24.9% | 423,000 | $26.6M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -5.5% | 419,874 | $26.3M |
| Altus Wealth Management, LLC | 12.14% | Reduce -0.6% | 412,736 | $25.9M |
| Fifth Third Securities, Inc. | 2.40% | Reduce -1.1% | 404,553 | $25.4M |
| Provident Wealth Management, LLC | 8.33% | Add +3.8% | 389,566 | $24.4M |
| Compass Ion Advisors, LLC | 2.97% | Add +5.3% | 387,755 | $24.3M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +1.4% | 379,839 | $23.8M |
| Dagco, Inc. | 9.74% | Reduce -0.0% | 378,462 | $23.7M |
| Atria Investments, Inc | 0.29% | Reduce -5.3% | 374,400 | $23.5M |
| Summit Investment Advisory Services, LLC | 12.43% | New | 373,780 | $23.4M |
| Sweeney & Michel, LLC | 8.63% | Reduce -3.4% | 342,909 | $21.9M |
| Consilio Wealth Advisors, LLC | 8.90% | Add +0.9% | 344,320 | $21.6M |
| Capital Planning LLC | 6.05% | Add +0.4% | 344,302 | $21.6M |
| Regions Financial Corp. | 0.15% | Add +2.4% | 339,790 | $21.3M |
| Sterling Manor Financial, LLC | 13.98% | Reduce -7.6% | 329,165 | $20.6M |
| Vicus Capital | 1.82% | Add +1.7% | 328,933 | $20.6M |
| Alliance Wealth Advisors, LLC | 11.83% | Add +3.4% | 327,735 | $20.5M |
| Robertson Stephens Wealth Management, LLC | 0.75% | Add +963.1% | 326,692 | $20.5M |
| Meridian Financial Partners LLC | 10.23% | Add +3.1% | 322,836 | $20.2M |
| Equitable Holdings, Inc. | 0.19% | Add +4.0% | 317,162 | $19.9M |
| TBH Global Asset Management, LLC | 4.27% | Reduce -18.6% | 311,940 | $19.6M |
| Wealth Group Ltd | 5.66% | Add +2.8% | 310,140 | $19.4M |
| Avantax Advisory Services, Inc. | 0.13% | Reduce -24.3% | 310,032 | $19.4M |
| LGL Partners, LLC | 2.72% | Add +2.1% | 309,297 | $19.4M |
"% of holder's portfolio" is DGRO's weight in each manager's 13F, not the share of iShares Core Dividend Growth the manager owns.