iShares Core Dividend GrowthDGROETF
13F holders, Q1 2025 (March 31)1,121holders −1
69new positions
59sold out
4famous investors
$69.19avg. 13F price*
At the end of Q1 2025, 1,121 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, down 1 from Q4 2024. 69 opened new positions and 59 sold out. The largest holders were Wealthfront Advisers LLC ($3.1B), Morgan Stanley ($1.1B) and Bank of America Corp. ($1.1B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core Dividend Growth
- CUSIP
- 46434V621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $38.1M |
| Exits | 59 | $91.3M |
All 13F filers, Q4 2024 → Q1 2025: 9,341,841 shares bought and 12,211,942 shares sold, net −2,870,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,121 holders
| Wealthfront Advisers LLC | 8.24% | Reduce -2.6% | 16,883,038 | $3.1B |
| Morgan Stanley | 0.08% | Add +0.7% | 18,545,534 | $1.1B |
| Bank of America Corp. | 0.10% | Reduce -1.2% | 18,053,716 | $1.1B |
| LPL Financial LLC | 0.38% | Add +6.4% | 15,697,592 | $969.8M |
| Raymond James Financial Inc. | 0.24% | Add +1.7% | 10,230,233 | $632.0M |
| Envestnet Asset Management Inc. | 0.19% | Reduce -10.8% | 9,507,635 | $587.4M |
| Commonwealth Equity Services, LLC | 0.70% | Add +3.0% | 7,996,206 | $494.0M |
| PNC Financial Services Group, Inc. | 0.25% | Add +0.7% | 7,745,402 | $478.5M |
| Capital Investment Advisors, LLC | 9.31% | Add +2.8% | 7,703,376 | $475.9M |
| Ameriprise Financial Inc. | 0.11% | Reduce -7.0% | 6,823,749 | $421.8M |
| FMR LLC | 0.03% | Reduce -12.7% | 6,787,139 | $419.3M |
| Wells Fargo & Company | 0.09% | Reduce -0.6% | 6,162,355 | $380.7M |
| Royal Bank of Canada | 0.09% | Add +3.7% | 6,157,442 | $380.4M |
| Jones Financial Companies LLLP | 0.32% | Add +38.2% | 5,837,667 | $357.0M |
| BlackRock, Inc. | 0.01% | Add +0.2% | 5,409,805 | $334.2M |
| UBS Group AG | 0.06% | Reduce -2.0% | 4,665,973 | $288.3M |
| Goldman Sachs Group Inc. | 0.05% | Add +3.0% | 4,523,223 | $279.4M |
| MML Investors Services, LLC | 0.74% | Reduce -6.4% | 3,600,776 | $222.5M |
| HighTower Advisors, LLC | 0.28% | Add +1.2% | 3,283,417 | $202.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -4.3% | 3,232,703 | $199.7M |
| Truist Financial Corp. | 0.30% | Reduce -4.3% | 3,006,133 | $185.7M |
| Mariner, LLC | 0.30% | Reduce -5.3% | 2,888,439 | $178.4M |
| Stifel Financial Corp. | 0.15% | Add +3.1% | 2,316,893 | $143.1M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +1.8% | 2,078,455 | $128.4M |
| Cetera Investment Advisers | 0.24% | Add +1.6% | 2,034,679 | $125.7M |
| Avior Wealth Management, LLC | 4.14% | Add +1.6% | 1,765,991 | $109.1M |
| First Command Advisory Services, Inc. | 0.89% | Reduce -0.6% | 1,507,459 | $93.2M |
| Northeast Financial Consultants Inc | 4.02% | Add +1.4% | 1,469,209 | $90.8M |
| Smith Anglin Financial, LLC | 9.27% | Add +0.8% | 1,417,070 | $87.5M |
| Osaic Holdings, Inc. | 0.18% | Reduce -21.0% | 1,309,809 | $80.9M |
| ProVise Management Group, LLC | 6.83% | Add +5.2% | 1,302,320 | $80.5M |
| Strategies Wealth Advisors, LLC | 9.37% | Add +3.1% | 1,241,908 | $76.7M |
| Gratus Wealth Advisors, LLC | 12.17% | Add +0.1% | 1,200,685 | $74.2M |
| Ledyard National Bank | 7.34% | Reduce -14.4% | 1,200,497 | $74.2M |
| Private Advisor Group, LLC | 0.43% | Add +1.3% | 1,141,340 | $70.5M |
| TD Private Client Wealth LLC | 1.91% | Add +15.1% | 1,122,671 | $69.4M |
| Seven Springs Wealth Group, LLC | 22.68% | Add +4.5% | 1,007,600 | $62.2M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Reduce -2.1% | 982,995 | $60.7M |
| Bank of New York Mellon Corp | 0.01% | Add +3.4% | 970,959 | $60.0M |
| Baird Financial Group, Inc. | 0.11% | Reduce -1.2% | 948,151 | $58.6M |
| First Business Financial Services, Inc. | 5.69% | Add +3.5% | 936,380 | $57.8M |
| Sanctuary Advisors, LLC | 0.38% | Reduce -2.5% | 866,456 | $53.5M |
| Sigma Planning Corp | 1.59% | Add +33.8% | 809,093 | $50.0M |
| Confluence Wealth Services, Inc. | 3.07% | Add +7.1% | 828,113 | $48.7M |
| Correct Capital Wealth Management | 9.48% | Reduce -1.6% | 773,958 | $47.8M |
| Stonebridge Financial Group, LLC | 5.01% | Add +5.4% | 762,749 | $47.1M |
| Captrust Financial Advisors | 0.11% | Reduce -0.7% | 709,791 | $43.9M |
| Conservest Capital Advisors, Inc. | 4.49% | Add +1.0% | 691,488 | $42.7M |
| NewEdge Advisors, LLC | 0.25% | Add +16.5% | 685,791 | $42.4M |
| FORM Wealth Advisors, LLC | 5.58% | — | 664,277 | $41.0M |
| Steward Partners Investment Advisory, LLC | 0.36% | Add +1.6% | 660,103 | $40.8M |
| FFT Wealth Management LLC | 8.33% | Add +59.4% | 644,892 | $39.8M |
| Focus Partners Wealth | 0.10% | Reduce -21.1% | 636,927 | $39.3M |
| American Trust | 9.67% | Reduce -54.9% | 635,152 | $39.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +1.4% | 622,905 | $38.5M |
| Madison Wealth Partners, Inc | 9.33% | Reduce -31.6% | 612,026 | $37.8M |
| Oppenheimer & Co. Inc. | 0.56% | Add +1.5% | 598,147 | $37.0M |
| O'Dell Group, LLC | 9.57% | Add +1.6% | 597,796 | $36.9M |
| Ritter Daniher Financial Advisory LLC / DE | 9.86% | Add +3.9% | 585,191 | $36.2M |
| Comerica Bank | 0.15% | Add +3.5% | 559,326 | $34.6M |
| Legacy Financial Strategies, LLC | 7.49% | Add +2.1% | 555,757 | $34.3M |
| D'Orazio & Associates, Inc. | 5.12% | Reduce -2.6% | 543,821 | $33.6M |
| Vestmark Advisory Solutions, Inc. | 0.86% | Reduce -8.5% | 538,354 | $33.3M |
| Vaughan David Investments LLC | 0.77% | Add +0.5% | 530,284 | $32.8M |
| Janney Montgomery Scott LLC | 0.09% | Add +1.5% | 528,804 | $32.7M |
| J.W. Cole Advisors, Inc. | 1.00% | Reduce -6.8% | 524,080 | $32.4M |
| Stratos Wealth Partners, LTD. | 0.49% | Add +37.5% | 518,465 | $32.0M |
| Wolff Financial Management LLC | 8.76% | Add +0.6% | 512,017 | $31.6M |
| Horizon Investments, LLC | 0.93% | Add +473952.3% | 507,236 | $31.3M |
| Waverly Advisors, LLC | 0.38% | Add +1.4% | 497,787 | $30.8M |
| XML Financial, LLC | 2.86% | Reduce -1.5% | 496,391 | $30.7M |
| Dagco, Inc. | 9.56% | Add +3.2% | 478,563 | $29.6M |
| Silver Coast Investments LLC | 10.63% | Reduce -5.2% | 453,441 | $28.0M |
| JGP Wealth Management, LLC | 3.63% | Add +59.3% | 445,984 | $27.6M |
| Altus Wealth Management, LLC | 12.27% | Add +0.3% | 424,255 | $26.2M |
| Provident Wealth Management, LLC | 8.91% | Add +1.9% | 418,505 | $25.9M |
| Fifth Third Securities, Inc. | 2.16% | Add +2.7% | 414,885 | $25.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Add +8.2% | 418,063 | $25.6M |
| Compass Ion Advisors, LLC | 2.99% | Add +4.1% | 411,169 | $25.4M |
| Litman Gregory Wealth Management LLC | 2.09% | Add +12.6% | 394,539 | $24.4M |
| Equitable Holdings, Inc. | 0.23% | Add +14.1% | 388,959 | $24.0M |
| Creative Planning | 0.02% | Add +64.4% | 373,474 | $23.1M |
| Atria Wealth Solutions, Inc. | 0.28% | Reduce -12.8% | 371,177 | $22.9M |
| Avantax Advisory Services, Inc. | 0.14% | Add +8.1% | 364,715 | $22.5M |
| Summit Investment Advisory Services, LLC | 10.97% | Reduce -1.6% | 362,074 | $22.4M |
| Meridian Financial Partners LLC | 11.17% | Add +2.0% | 356,460 | $22.0M |
| Consilio Wealth Advisors, LLC | 9.17% | Add +1.8% | 355,403 | $22.0M |
| Alliance Wealth Advisors, LLC | 12.74% | Add +3.4% | 350,526 | $21.7M |
| Capital Planning LLC | 6.00% | Reduce -0.4% | 347,400 | $21.5M |
| Atlas Private Wealth Advisors | 2.95% | Add +11.8% | 342,413 | $21.2M |
| Regent Peak Wealth Advisors LLC | 4.98% | Add +2.1% | 341,452 | $21.1M |
| Atria Investments, Inc | 0.27% | Reduce -5.0% | 337,512 | $20.9M |
| Regions Financial Corp. | 0.15% | Reduce -2.0% | 336,030 | $20.8M |
| Sweeney & Michel, LLC | 8.74% | — | 361,780 | $20.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.64% | Add +3.4% | 315,468 | $19.5M |
| Choreo, LLC | 0.30% | Add +1.6% | 315,345 | $19.5M |
| Allegheny Financial Group | 4.92% | Add +0.6% | 310,713 | $19.2M |
| Wealth Group Ltd | 5.55% | Reduce -2.5% | 306,671 | $18.9M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -0.4% | 306,640 | $18.9M |
| WealthPlan Investment Management, LLC | 1.80% | Reduce -6.6% | 296,559 | $18.3M |
"% of holder's portfolio" is DGRO's weight in each manager's 13F, not the share of iShares Core Dividend Growth the manager owns.