iShares Core Dividend GrowthDGROETF
13F holders, Q2 2025 (June 30)1,162holders +41
100new positions
60sold out
3famous investors
$63.97avg. 13F price*
At the end of Q2 2025, 1,162 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 41 from Q1 2025. 100 opened new positions and 60 sold out. The largest holders were Morgan Stanley ($1.2B), Bank of America Corp. ($1.2B) and LPL Financial LLC ($1.1B). 3 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $58.5M |
| Exits | 60 | $72.6M |
All 13F filers, Q1 2025 → Q2 2025: 20,855,806 shares bought and 11,998,821 shares sold, net +8,856,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,162 holders
| Morgan Stanley | 0.08% | Add +1.3% | 18,783,222 | $1.2B |
| Bank of America Corp. | 0.10% | Add +2.3% | 18,467,081 | $1.2B |
| LPL Financial LLC | 0.38% | Add +12.2% | 17,607,648 | $1.1B |
| Envestnet Asset Management Inc. | 0.25% | Add +42.4% | 13,535,976 | $865.4M |
| Wealthfront Advisers LLC | 2.19% | Reduce -21.2% | 13,297,049 | $850.2M |
| Raymond James Financial Inc. | 0.22% | Reduce -2.2% | 10,009,467 | $640.0M |
| Capital Investment Advisors, LLC | 9.12% | Add +3.4% | 7,961,214 | $517.0M |
| Commonwealth Equity Services, LLC | 0.67% | Reduce -1.1% | 7,909,389 | $505.7M |
| Ameriprise Financial Inc. | 0.12% | Add +15.8% | 7,904,167 | $504.8M |
| PNC Financial Services Group, Inc. | 0.32% | Reduce -0.3% | 7,719,023 | $493.6M |
| Jones Financial Companies LLLP | 0.36% | Add +26.7% | 7,394,186 | $470.4M |
| Royal Bank of Canada | 0.08% | Add +4.3% | 6,421,536 | $410.6M |
| Wells Fargo & Company | 0.09% | Add +2.3% | 6,304,551 | $403.1M |
| FMR LLC | 0.02% | Reduce -21.7% | 5,315,066 | $339.8M |
| UBS Group AG | 0.06% | Add +2.2% | 4,769,579 | $305.0M |
| Goldman Sachs Group Inc. | 0.05% | Add +2.0% | 4,612,913 | $294.9M |
| MML Investors Services, LLC | 0.84% | Add +25.9% | 4,534,983 | $290.0M |
| HighTower Advisors, LLC | 0.34% | Add +30.6% | 4,288,233 | $274.2M |
| JPMorgan Chase & Co. | 0.02% | Add +9.2% | 3,530,119 | $225.7M |
| Truist Financial Corp. | 0.28% | Reduce -0.3% | 2,995,524 | $191.5M |
| Mariner, LLC | 0.26% | Reduce -2.5% | 2,816,348 | $180.1M |
| BlackRock, Inc. | 0.00% | Reduce -49.1% | 2,753,506 | $176.1M |
| Stifel Financial Corp. | 0.15% | Add +6.1% | 2,459,259 | $157.2M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +11.4% | 2,315,372 | $148.0M |
| Cetera Investment Advisers | 0.24% | Add +11.0% | 2,258,921 | $144.4M |
| Avior Wealth Management, LLC | 3.94% | Add +1.0% | 1,783,116 | $114.0M |
| First Command Advisory Services, Inc. | 0.84% | Add +1.1% | 1,524,832 | $97.5M |
| Osaic Holdings, Inc. | 0.17% | Add +13.8% | 1,490,243 | $95.3M |
| Smith Anglin Financial, LLC | 8.49% | Add +3.5% | 1,466,401 | $93.8M |
| Northeast Financial Consultants Inc | 3.82% | Reduce -0.6% | 1,460,398 | $93.4M |
| TD Private Client Wealth LLC | 2.05% | Add +16.4% | 1,306,563 | $83.5M |
| ProVise Management Group, LLC | 6.60% | Add +0.3% | 1,306,447 | $83.5M |
| Strategies Wealth Advisors, LLC | 8.69% | Add +0.1% | 1,243,746 | $79.5M |
| Private Advisor Group, LLC | 0.42% | Add +6.4% | 1,214,699 | $77.7M |
| Gratus Wealth Advisors, LLC | 11.73% | Add +0.9% | 1,211,386 | $77.5M |
| Ledyard National Bank | 6.82% | Reduce -6.0% | 1,128,800 | $72.2M |
| Bank of New York Mellon Corp | 0.01% | Add +13.2% | 1,099,252 | $70.3M |
| Seven Springs Wealth Group, LLC | 17.48% | Add +7.8% | 1,086,095 | $69.4M |
| Horizon Investments, LLC | 1.04% | Add +101.8% | 1,023,718 | $65.5M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +1.8% | 1,000,781 | $64.0M |
| Vestmark Advisory Solutions, Inc. | 0.91% | Add +83.1% | 985,564 | $63.0M |
| First Business Financial Services, Inc. | 5.40% | Add +0.1% | 937,050 | $59.9M |
| Baird Financial Group, Inc. | 0.10% | Reduce -1.9% | 929,653 | $59.4M |
| American Trust | 5.53% | Add +44.5% | 917,657 | $58.7M |
| Confluence Wealth Services, Inc. | 3.11% | Add +7.8% | 892,804 | $57.1M |
| Sanctuary Advisors, LLC | 0.35% | Add +2.9% | 891,760 | $57.0M |
| Sigma Planning Corp | 1.52% | Reduce -2.3% | 790,726 | $50.6M |
| Stonebridge Financial Group, LLC | 4.82% | Add +1.7% | 775,639 | $49.6M |
| NewEdge Advisors, LLC | 0.24% | Add +5.8% | 725,560 | $46.4M |
| J.W. Cole Advisors, Inc. | 0.95% | Add +33.3% | 698,756 | $44.7M |
| Captrust Financial Advisors | 0.10% | Reduce -3.2% | 686,857 | $43.9M |
| Conservest Capital Advisors, Inc. | 4.22% | Reduce -3.3% | 668,641 | $42.8M |
| FFT Wealth Management LLC | 8.39% | Add +2.1% | 658,709 | $42.7M |
| Steward Partners Investment Advisory, LLC | 0.33% | Add +0.8% | 665,437 | $42.5M |
| Correct Capital Wealth Management | 8.07% | Reduce -16.3% | 648,069 | $41.4M |
| Focus Partners Wealth | 0.09% | Add +0.8% | 641,880 | $41.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -1.1% | 616,231 | $40.2M |
| FORM Wealth Advisors, LLC | 4.81% | Reduce -6.4% | 621,520 | $39.7M |
| Comerica Bank | 0.15% | Add +10.8% | 619,763 | $39.6M |
| Madison Wealth Partners, Inc | 8.61% | Add +0.8% | 616,732 | $39.4M |
| Ritter Daniher Financial Advisory LLC / DE | 9.48% | Add +3.2% | 603,948 | $38.6M |
| Hughes Financial Services, LLC | 6.59% | Add +86423.7% | 591,822 | $38.4M |
| Oppenheimer & Co. Inc. | 0.51% | Add +0.1% | 598,621 | $38.3M |
| O'Dell Group, LLC | 9.47% | Reduce -0.7% | 593,770 | $38.0M |
| Legacy Financial Strategies, LLC | 7.19% | Add +3.2% | 573,454 | $36.7M |
| Vaughan David Investments LLC | 0.79% | Add +3.9% | 550,803 | $35.2M |
| Wolff Financial Management LLC | 8.62% | Add +2.0% | 522,050 | $33.4M |
| Janney Montgomery Scott LLC | 0.09% | Reduce -1.7% | 519,934 | $33.2M |
| Auto-Owners Insurance Co | 0.73% | Add +126.3% | 514,500 | $32.9M |
| Waverly Advisors, LLC | 0.36% | Add +2.9% | 512,290 | $32.8M |
| Stratos Wealth Partners, LTD. | 0.44% | Reduce -1.8% | 509,195 | $32.6M |
| XML Financial, LLC | 2.80% | Add +1.6% | 504,449 | $32.3M |
| Dagco, Inc. | 8.89% | Add +4.2% | 498,427 | $31.9M |
| D'Orazio & Associates, Inc. | 4.29% | Reduce -12.7% | 474,869 | $30.4M |
| JGP Wealth Management, LLC | 3.63% | Add +5.2% | 468,966 | $30.0M |
| Litman Gregory Wealth Management LLC | 2.29% | Add +15.7% | 456,285 | $29.2M |
| Fifth Third Securities, Inc. | 2.13% | Add +6.9% | 443,465 | $28.4M |
| Silver Coast Investments LLC | 10.18% | Reduce -3.4% | 437,960 | $28.0M |
| Altus Wealth Management, LLC | 13.09% | Add +0.8% | 427,854 | $27.4M |
| Equitable Holdings, Inc. | 0.22% | Add +6.6% | 414,793 | $26.5M |
| Provident Wealth Management, LLC | 8.66% | Reduce -1.1% | 414,052 | $26.5M |
| Compass Ion Advisors, LLC | 2.79% | Reduce -1.8% | 403,764 | $25.8M |
| Capital Analysts, LLC | 0.86% | Add +61.6% | 403,000 | $25.8M |
| Creative Planning | 0.02% | Add +7.8% | 402,701 | $25.7M |
| Kestra Advisory Services, LLC | 0.13% | Add +31.1% | 401,987 | $25.7M |
| Sweeney & Michel, LLC | 8.51% | Add +2.2% | 369,708 | $24.0M |
| Avantax Advisory Services, Inc. | 0.13% | Add +1.6% | 370,607 | $23.7M |
| Meridian Financial Partners LLC | 11.11% | Add +3.8% | 369,817 | $23.6M |
| Alliance Wealth Advisors, LLC | 12.65% | Add +3.6% | 363,065 | $23.2M |
| Consilio Wealth Advisors, LLC | 8.18% | Add +1.4% | 360,344 | $22.9M |
| Summit Investment Advisory Services, LLC | 9.95% | Reduce -1.2% | 357,745 | $22.9M |
| Park Avenue Securities LLC | 0.20% | Add +169.1% | 348,063 | $22.3M |
| &partners | 0.17% | Add +16.5% | 341,904 | $21.9M |
| WealthPlan Investment Management, LLC | 1.58% | Add +14.5% | 339,572 | $21.7M |
| Atlas Private Wealth Advisors | 2.78% | Reduce -1.3% | 337,831 | $21.6M |
| Regions Financial Corp. | 0.14% | Reduce -2.3% | 328,360 | $21.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.68% | Add +1.8% | 321,004 | $20.5M |
| Choreo, LLC | 0.28% | Add +0.0% | 315,445 | $20.2M |
| Robertson Stephens Wealth Management, LLC | 0.69% | Add +191.2% | 311,278 | $19.9M |
| Allegheny Financial Group | 4.40% | Reduce -0.2% | 309,976 | $19.8M |
"% of holder's portfolio" is DGRO's weight in each manager's 13F, not the share of iShares Core Dividend Growth the manager owns.