iShares Core Dividend GrowthDGROETF
13F holders, Q4 2024 (December 31)1,122holders +77
73new positions
59sold out
4famous investors
$61.37avg. 13F price*
At the end of Q4 2024, 1,122 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 77 from Q3 2024. 73 opened new positions and 59 sold out. The largest holders were Morgan Stanley ($1.1B), Bank of America Corp. ($1.1B) and Wealthfront Advisers LLC ($1.1B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $57.4M |
| Exits | 59 | $89.7M |
All 13F filers, Q3 2024 → Q4 2024: 19,651,161 shares bought and 14,752,354 shares sold, net +4,898,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,122 holders
| Morgan Stanley | 0.08% | Reduce -0.1% | 18,412,496 | $1.1B |
| Bank of America Corp. | 0.10% | Add +3.9% | 18,265,578 | $1.1B |
| Wealthfront Advisers LLC | 3.11% | Add +70.1% | 17,335,594 | $1.1B |
| LPL Financial LLC | 0.37% | Add +10.4% | 14,756,281 | $905.2M |
| Envestnet Asset Management Inc. | 0.21% | Reduce -7.0% | 10,660,671 | $653.9M |
| Raymond James Financial Inc. | 0.23% | — | 10,055,816 | $616.8M |
| FMR LLC | 0.03% | Reduce -0.6% | 7,773,643 | $476.8M |
| Commonwealth Equity Services, LLC | 0.70% | Add +9.5% | 7,766,539 | $476.4M |
| PNC Financial Services Group, Inc. | 0.32% | Reduce -1.9% | 7,690,344 | $471.7M |
| Capital Investment Advisors, LLC | 9.37% | Add +2.5% | 7,495,566 | $459.8M |
| Ameriprise Financial Inc. | 0.12% | Add +0.2% | 7,336,102 | $450.0M |
| Wells Fargo & Company | 0.09% | Add +17.7% | 6,198,943 | $380.2M |
| Royal Bank of Canada | 0.08% | Add +2.7% | 5,937,504 | $364.2M |
| BlackRock, Inc. | 0.01% | Reduce -41.9% | 5,400,312 | $331.3M |
| UBS Group AG | 0.07% | Add +4.1% | 4,759,938 | $292.0M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -1.2% | 4,391,859 | $269.4M |
| Jones Financial Companies LLLP | 0.25% | Add +36.6% | 4,224,958 | $259.2M |
| MML Investors Services, LLC | 0.81% | Add +1.3% | 3,846,565 | $235.9M |
| JPMorgan Chase & Co. | 0.02% | Add +2.2% | 3,378,330 | $207.2M |
| HighTower Advisors, LLC | 0.27% | Add +4.3% | 3,243,986 | $199.0M |
| Truist Financial Corp. | 0.30% | Add +4.2% | 3,142,056 | $192.7M |
| Mariner, LLC | 0.31% | Add +41.2% | 3,050,311 | $187.1M |
| Stifel Financial Corp. | 0.14% | Add +6.0% | 2,247,827 | $137.9M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +14.2% | 2,042,028 | $125.3M |
| Cetera Investment Advisers | 0.26% | Reduce -5.6% | 2,001,793 | $122.8M |
| Avior Wealth Management, LLC | 3.90% | Add +2.9% | 1,737,706 | $106.6M |
| Osaic Holdings, Inc. | 0.23% | Reduce -8.3% | 1,657,956 | $101.1M |
| First Command Advisory Services, Inc. | 0.88% | Reduce -0.6% | 1,515,932 | $93.0M |
| Northeast Financial Consultants Inc | 3.75% | Add +2.7% | 1,448,441 | $88.8M |
| American Trust | 6.58% | Reduce -1.5% | 1,409,258 | $86.4M |
| Smith Anglin Financial, LLC | 8.09% | Add +4.4% | 1,405,839 | $86.2M |
| Ledyard National Bank | 8.10% | Add +3.8% | 1,403,210 | $86.1M |
| Strategies Wealth Advisors, LLC | 9.54% | Add +9.2% | 1,205,081 | $76.6M |
| ProVise Management Group, LLC | 6.51% | Add +1.0% | 1,238,385 | $76.0M |
| Gratus Wealth Advisors, LLC | 11.77% | Add +6.9% | 1,199,535 | $73.6M |
| Private Advisor Group, LLC | 0.39% | Add +7.0% | 1,127,122 | $69.1M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +4.0% | 1,004,154 | $61.6M |
| TD Private Client Wealth LLC | 1.67% | Add +19.6% | 975,785 | $59.9M |
| Seven Springs Wealth Group, LLC | 22.58% | Reduce -0.8% | 964,702 | $59.2M |
| Baird Financial Group, Inc. | 0.11% | Add +0.2% | 959,712 | $58.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -48.2% | 938,710 | $57.6M |
| Sanctuary Advisors, LLC | 0.36% | Reduce -1.6% | 889,168 | $56.7M |
| First Business Financial Services, Inc. | 5.49% | Add +0.7% | 904,501 | $55.5M |
| Madison Wealth Partners, Inc | 15.34% | Add +6.0% | 894,675 | $54.9M |
| Bogart Wealth, LLC | 2.44% | Reduce -0.8% | 839,269 | $51.5M |
| Focus Partners Wealth | 0.13% | Add +56.8% | 806,904 | $49.5M |
| Confluence Wealth Services, Inc. | 3.19% | Add +10.0% | 773,539 | $49.0M |
| Correct Capital Wealth Management | 9.61% | Add +1.2% | 786,806 | $48.3M |
| Stonebridge Financial Group, LLC | 4.89% | — | 723,648 | $44.4M |
| Captrust Financial Advisors | 0.13% | Reduce -0.3% | 714,870 | $43.9M |
| Auto-Owners Insurance Co | 0.96% | Add +34.0% | 689,500 | $42.3M |
| Conservest Capital Advisors, Inc. | 4.34% | Reduce -14.4% | 684,389 | $42.0M |
| Steward Partners Investment Advisory, LLC | 0.35% | Add +4.0% | 649,553 | $39.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +18.5% | 614,583 | $37.7M |
| Sigma Planning Corp | 1.16% | Reduce -6.9% | 604,730 | $37.1M |
| Oppenheimer & Co. Inc. | 0.54% | Add +4.3% | 589,131 | $36.1M |
| O'Dell Group, LLC | 8.15% | Reduce -0.8% | 588,517 | $36.1M |
| NewEdge Advisors, LLC | 0.22% | Add +14.7% | 588,502 | $36.1M |
| Vestmark Advisory Solutions, Inc. | 1.24% | Reduce -4.4% | 588,250 | $36.1M |
| Ritter Daniher Financial Advisory LLC / DE | 9.75% | Add +6.1% | 563,089 | $34.5M |
| J.W. Cole Advisors, Inc. | 1.39% | Add +11.0% | 562,126 | $34.5M |
| D'Orazio & Associates, Inc. | 5.05% | Reduce -3.1% | 558,371 | $34.3M |
| Legacy Financial Strategies, LLC | 7.16% | Add +1.6% | 544,345 | $33.3M |
| Comerica Bank | 0.13% | Reduce -9.8% | 540,278 | $33.1M |
| Vaughan David Investments LLC | 0.77% | Add +1.8% | 527,604 | $32.4M |
| Janney Montgomery Scott LLC | 0.09% | Add +4.9% | 520,941 | $32.0M |
| Wolff Financial Management LLC | 8.66% | Reduce -0.3% | 508,917 | $31.2M |
| XML Financial, LLC | 2.83% | Add +7.0% | 503,935 | $30.9M |
| Waverly Advisors, LLC | 0.47% | Add +163.3% | 490,954 | $30.1M |
| Silver Coast Investments LLC | 11.10% | Reduce -9.9% | 478,425 | $29.3M |
| Dagco, Inc. | 9.42% | Add +22.6% | 463,812 | $28.5M |
| Atria Wealth Solutions, Inc. | 0.29% | Reduce -6.3% | 425,713 | $26.1M |
| Altus Wealth Management, LLC | 11.60% | Add +2.5% | 422,929 | $25.9M |
| Provident Wealth Management, LLC | 8.40% | Add +5.4% | 410,593 | $25.2M |
| FFT Wealth Management LLC | 1.87% | Add +35.0% | 404,565 | $24.8M |
| Fifth Third Securities, Inc. | 2.10% | Reduce -0.1% | 404,016 | $24.8M |
| Compass Ion Advisors, LLC | 2.87% | Add +1.9% | 394,925 | $24.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Add +171.3% | 386,293 | $23.7M |
| Stratos Wealth Partners, LTD. | 0.33% | Reduce -0.7% | 377,032 | $23.1M |
| Summit Investment Advisory Services, LLC | 11.64% | Reduce -1.6% | 367,949 | $22.6M |
| Atria Investments, Inc | 0.27% | Reduce -5.2% | 355,081 | $21.8M |
| Litman Gregory Wealth Management LLC | 1.86% | Add +102.2% | 350,453 | $21.5M |
| Meridian Financial Partners LLC | 11.32% | Add +8.3% | 349,463 | $21.4M |
| Consilio Wealth Advisors, LLC | 8.76% | Add +1.4% | 349,261 | $21.4M |
| Capital Planning LLC | 5.61% | Add +1.3% | 348,827 | $21.4M |
| Regions Financial Corp. | 0.15% | Add +0.9% | 343,026 | $21.0M |
| Equitable Holdings, Inc. | 0.20% | Add +7.5% | 341,006 | $20.9M |
| Alliance Wealth Advisors, LLC | 11.92% | Add +3.4% | 338,946 | $20.8M |
| Avantax Advisory Services, Inc. | 0.13% | Add +8.9% | 337,519 | $20.7M |
| Regent Peak Wealth Advisors LLC | 4.61% | Add +40.4% | 334,576 | $20.5M |
| Vicus Capital | 1.82% | Add +1.4% | 333,389 | $20.5M |
| Sterling Manor Financial, LLC | 13.88% | Reduce -1.4% | 324,412 | $19.9M |
| WealthPlan Investment Management, LLC | 1.92% | Add +17.7% | 317,471 | $19.5M |
| Wealth Group Ltd | 5.58% | Add +1.4% | 314,584 | $19.3M |
| Choreo, LLC | 0.27% | Add +1.4% | 310,310 | $19.0M |
| LGL Partners, LLC | 2.76% | Add +0.2% | 309,894 | $19.0M |
| Allegheny Financial Group | 4.88% | Add +1.6% | 309,010 | $19.0M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -79.3% | 307,958 | $18.9M |
| Atlas Private Wealth Advisors | 2.67% | Add +13.7% | 306,415 | $18.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.63% | Add +2.3% | 305,245 | $18.7M |
"% of holder's portfolio" is DGRO's weight in each manager's 13F, not the share of iShares Core Dividend Growth the manager owns.