iShares Core Dividend GrowthDGROETF
13F holders, Q3 2025 (September 30)1,183holders +21
90new positions
60sold out
4famous investors
$68.04avg. 13F price*
At the end of Q3 2025, 1,183 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 21 from Q2 2025. 90 opened new positions and 60 sold out. The largest holders were Morgan Stanley ($1.3B), Bank of America Corp. ($1.3B) and LPL Financial LLC ($1.2B). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $358.1M |
| Exits | 60 | $29.8M |
All 13F filers, Q2 2025 → Q3 2025: 16,222,516 shares bought and 10,712,606 shares sold, net +5,509,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,183 holders
| Morgan Stanley | 0.08% | Add +1.3% | 19,034,322 | $1.3B |
| Bank of America Corp. | 0.10% | Add +1.1% | 18,662,292 | $1.3B |
| LPL Financial LLC | 0.36% | Add +3.2% | 18,167,636 | $1.2B |
| Wealthfront Advisers LLC | 2.13% | Add +0.0% | 13,302,891 | $905.7M |
| Envestnet Asset Management Inc. | 0.21% | Reduce -22.0% | 10,559,997 | $718.9M |
| Raymond James Financial Inc. | 0.23% | Add +4.6% | 10,467,035 | $712.6M |
| Jones Financial Companies LLLP | 0.40% | Add +16.4% | 8,606,166 | $583.1M |
| Capital Investment Advisors, LLC | 9.11% | Add +2.0% | 8,124,381 | $553.1M |
| PNC Financial Services Group, Inc. | 0.31% | Reduce -1.6% | 7,598,311 | $517.3M |
| Commonwealth Equity Services, LLC | 0.67% | Reduce -4.5% | 7,555,609 | $514.4M |
| Ameriprise Financial Inc. | 0.11% | Reduce -7.8% | 7,285,333 | $496.1M |
| Royal Bank of Canada | 0.08% | Add +2.2% | 6,560,884 | $446.7M |
| Wells Fargo & Company | 0.09% | Add +1.3% | 6,384,819 | $434.7M |
| FMR LLC | 0.02% | Reduce -1.3% | 5,247,437 | $357.2M |
| Goldman Sachs Group Inc. | 0.05% | Add +8.5% | 5,004,963 | $340.7M |
| HighTower Advisors, LLC | 0.38% | Add +15.7% | 4,961,939 | $337.8M |
| UBS Group AG | 0.06% | Reduce -0.8% | 4,729,931 | $322.0M |
| MML Investors Services, LLC | 0.68% | Reduce -17.4% | 3,743,883 | $254.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.0% | 3,319,402 | $226.0M |
| Vantagepoint Investment Advisers LLC | 1.81% | New | 3,259,156 | $221.9M |
| Truist Financial Corp. | 0.28% | Add +1.0% | 3,025,665 | $206.0M |
| Mariner, LLC | 0.23% | Reduce -6.2% | 2,643,106 | $179.9M |
| Cetera Investment Advisers | 0.20% | Add +14.4% | 2,583,454 | $175.9M |
| Stifel Financial Corp. | 0.16% | Add +3.7% | 2,549,576 | $173.6M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -0.6% | 2,301,067 | $156.7M |
| BlackRock, Inc. | 0.00% | Reduce -26.2% | 2,031,461 | $138.3M |
| Avior Wealth Management, LLC | 3.89% | Reduce -0.6% | 1,771,788 | $120.6M |
| Osaic Holdings, Inc. | 0.15% | Add +8.1% | 1,611,409 | $108.7M |
| First Command Advisory Services, Inc. | 0.76% | Add +0.4% | 1,530,935 | $104.2M |
| Corient Private Wealth LP | 0.16% | Add +4220.1% | 1,534,236 | $104.2M |
| TD Private Client Wealth LLC | 2.30% | Add +15.0% | 1,502,276 | $102.3M |
| ProVise Management Group, LLC | 6.70% | Add +2.2% | 1,334,864 | $90.9M |
| Strategies Wealth Advisors, LLC | 8.88% | Add +0.8% | 1,253,661 | $85.3M |
| Gratus Wealth Advisors, LLC | 11.83% | Add +1.9% | 1,234,578 | $84.1M |
| Seven Springs Wealth Group, LLC | 19.19% | Add +5.3% | 1,143,955 | $77.9M |
| Ledyard National Bank | 6.91% | Add +0.3% | 1,132,424 | $77.1M |
| Private Advisor Group, LLC | 0.35% | Reduce -14.0% | 1,045,025 | $71.1M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +3.0% | 1,030,310 | $70.1M |
| Wellington Management Group LLP | 0.01% | New | 968,195 | $65.9M |
| Confluence Wealth Services, Inc. | 3.14% | Add +5.0% | 937,280 | $63.8M |
| Baird Financial Group, Inc. | 0.10% | Reduce -2.0% | 911,472 | $62.1M |
| Beacon Pointe Advisors, LLC | 0.53% | Add +2119.6% | 911,400 | $62.0M |
| Sanctuary Advisors, LLC | 0.35% | Add +0.2% | 893,809 | $60.9M |
| Horizon Investments, LLC | 0.78% | Reduce -14.5% | 875,217 | $59.6M |
| American Trust | 4.76% | Reduce -9.9% | 827,054 | $56.3M |
| First Business Financial Services, Inc. | 5.15% | Reduce -12.1% | 824,026 | $56.1M |
| NewEdge Advisors, LLC | 0.25% | Add +10.4% | 800,996 | $54.5M |
| Stonebridge Financial Group, LLC | 4.67% | Add +0.3% | 778,328 | $53.0M |
| Sigma Planning Corp | 1.46% | Reduce -4.7% | 753,440 | $51.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -32.4% | 743,206 | $50.6M |
| Comerica Bank | 0.18% | Add +16.3% | 720,766 | $49.1M |
| J.W. Cole Advisors, Inc. | 0.92% | Add +0.7% | 703,482 | $47.9M |
| FFT Wealth Management LLC | 8.48% | Add +3.0% | 678,451 | $46.2M |
| Conservest Capital Advisors, Inc. | 4.26% | Add +1.2% | 676,774 | $46.1M |
| Captrust Financial Advisors | 0.09% | Reduce -2.9% | 667,130 | $45.4M |
| Steward Partners Investment Advisory, LLC | 0.26% | Reduce -1.1% | 657,914 | $44.8M |
| Focus Partners Wealth | 0.07% | Reduce -0.0% | 641,683 | $43.7M |
| Madison Wealth Partners, Inc | 8.51% | Add +2.6% | 632,534 | $43.1M |
| Ritter Daniher Financial Advisory LLC / DE | 7.54% | Add +4.1% | 628,850 | $42.8M |
| Hughes Financial Services, LLC | 6.61% | Add +3.1% | 610,197 | $41.5M |
| O'Dell Group, LLC | 8.88% | Add +2.4% | 607,986 | $41.4M |
| Legacy Financial Strategies, LLC | 7.31% | Add +3.7% | 594,516 | $40.5M |
| Oppenheimer & Co. Inc. | 0.49% | Reduce -1.3% | 591,075 | $40.2M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -5.6% | 581,909 | $39.8M |
| Vaughan David Investments LLC | 0.82% | Add +1.4% | 558,300 | $38.0M |
| Wolff Financial Management LLC | 8.49% | Add +2.9% | 537,352 | $36.6M |
| Janney Montgomery Scott LLC | 0.09% | Add +1.8% | 529,206 | $36.0M |
| Waverly Advisors, LLC | 0.36% | Add +2.6% | 525,677 | $35.8M |
| Correct Capital Wealth Management | 6.52% | Reduce -19.7% | 520,330 | $35.4M |
| Auto-Owners Insurance Co | 0.90% | No change | 514,500 | $35.0M |
| Dagco, Inc. | 8.74% | Add +2.4% | 510,449 | $34.8M |
| XML Financial, LLC | 2.82% | Add +0.8% | 508,226 | $34.6M |
| Litman Gregory Wealth Management LLC | 2.52% | Add +8.9% | 496,745 | $33.8M |
| Vestmark Advisory Solutions, Inc. | 0.64% | Reduce -50.1% | 491,643 | $33.5M |
| JGP Wealth Management, LLC | 3.69% | Add +4.0% | 487,776 | $33.3M |
| Fifth Third Securities, Inc. | 2.23% | Add +8.0% | 478,855 | $32.6M |
| Stratos Wealth Partners, LTD. | 0.38% | Reduce -7.6% | 470,317 | $32.0M |
| Scott Capital Advisors, LLC | 7.12% | Add +51.2% | 458,988 | $31.4M |
| Equitable Holdings, Inc. | 0.23% | Add +11.3% | 461,792 | $31.4M |
| D'Orazio & Associates, Inc. | 4.06% | Reduce -4.9% | 451,788 | $30.8M |
| Altus Wealth Management, LLC | 13.11% | Add +1.6% | 434,851 | $29.6M |
| Silver Coast Investments LLC | 10.04% | Reduce -2.0% | 429,187 | $29.2M |
| Provident Wealth Management, LLC | 8.57% | Add +0.5% | 416,247 | $28.3M |
| Compass Ion Advisors, LLC | 2.68% | Add +1.3% | 408,972 | $27.8M |
| Capital Analysts, LLC | 0.80% | Reduce -0.1% | 402,716 | $27.4M |
| Creative Planning | 0.02% | Reduce -1.8% | 395,616 | $26.9M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -1.8% | 394,576 | $26.9M |
| Meridian Financial Partners LLC | 10.70% | Add +1.7% | 375,986 | $25.8M |
| Natixis Advisors, LLC | 0.04% | Add +26.0% | 376,701 | $25.6M |
| &partners | 0.16% | Add +9.1% | 372,868 | $25.4M |
| Alliance Wealth Advisors, LLC | 12.59% | Add +1.9% | 370,158 | $25.2M |
| Consilio Wealth Advisors, LLC | 8.10% | Add +0.5% | 362,060 | $24.6M |
| Sweeney & Michel, LLC | 8.20% | Reduce -1.4% | 364,535 | $24.4M |
| Regent Peak Wealth Advisors LLC | 4.85% | — | 355,451 | $24.2M |
| Summit Investment Advisory Services, LLC | 9.61% | Reduce -1.0% | 354,296 | $24.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.89% | Add +5.4% | 338,467 | $23.0M |
| Regions Financial Corp. | 0.14% | Reduce -1.2% | 324,385 | $22.1M |
| Brass Tax Wealth Management, Inc. | 3.63% | Add +46.4% | 320,958 | $21.9M |
| Choreo, LLC | 0.28% | Add +0.3% | 316,513 | $21.5M |
| Vicus Capital | 1.63% | Add +3.0% | 312,881 | $21.3M |
"% of holder's portfolio" is DGRO's weight in each manager's 13F, not the share of iShares Core Dividend Growth the manager owns.