iShares Core Dividend GrowthDGROETF
13F holders, Q4 2025 (December 31)1,288holders +105
68new positions
50sold out
4famous investors
$69.43avg. 13F price*
At the end of Q4 2025, 1,288 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 105 from Q3 2025. 68 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($1.4B), Morgan Stanley ($1.3B) and LPL Financial LLC ($1.3B). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $136.7M |
| Exits | 50 | $90.6M |
All 13F filers, Q3 2025 → Q4 2025: 16,137,171 shares bought and 6,541,705 shares sold, net +9,595,466 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,288 holders
| Bank of America Corp. | 0.10% | Add +5.9% | 19,757,259 | $1.4B |
| Morgan Stanley | 0.08% | Add +1.7% | 19,366,070 | $1.3B |
| LPL Financial LLC | 0.36% | Add +3.3% | 18,763,346 | $1.3B |
| Wealthfront Advisers LLC | 2.16% | Add +4.7% | 13,931,233 | $967.1M |
| Raymond James Financial Inc. | 0.23% | Add +2.7% | 10,746,195 | $746.0M |
| Envestnet Asset Management Inc. | 0.21% | Reduce -2.5% | 10,291,507 | $714.4M |
| Jones Financial Companies LLLP | 0.42% | Add +16.1% | 9,989,957 | $693.5M |
| Capital Investment Advisors, LLC | 8.83% | Add +2.6% | 8,339,921 | $579.0M |
| Royal Bank of Canada | 0.10% | Add +24.0% | 8,137,125 | $564.9M |
| Commonwealth Equity Services, LLC | 0.67% | Reduce -3.8% | 7,267,236 | $504.5M |
| Wells Fargo & Company | 0.10% | Add +10.4% | 7,050,627 | $489.5M |
| Ameriprise Financial Inc. | 0.11% | Reduce -4.7% | 6,946,094 | $482.1M |
| PNC Financial Services Group, Inc. | 0.26% | Reduce -10.6% | 6,790,175 | $471.4M |
| FMR LLC | 0.02% | Add +10.5% | 5,799,992 | $402.6M |
| HighTower Advisors, LLC | 0.38% | Add +0.8% | 5,001,638 | $347.2M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -0.5% | 4,982,318 | $345.9M |
| UBS Group AG | 0.06% | Reduce -4.5% | 4,516,217 | $313.5M |
| MML Investors Services, LLC | 0.60% | Reduce -4.6% | 3,570,130 | $247.8M |
| JPMorgan Chase & Co. | 0.02% | Add +0.3% | 3,330,585 | $231.2M |
| Vantagepoint Investment Advisers LLC | 1.78% | Reduce -2.3% | 3,185,104 | $221.1M |
| Cetera Investment Advisers | 0.23% | Add +19.8% | 3,096,053 | $214.9M |
| Truist Financial Corp. | 0.28% | Add +0.2% | 3,031,436 | $210.4M |
| Stifel Financial Corp. | 0.17% | Add +5.0% | 2,678,223 | $185.9M |
| Mariner, LLC | 0.21% | Reduce -1.7% | 2,598,771 | $180.4M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +3.2% | 2,374,253 | $164.8M |
| Avior Wealth Management, LLC | 4.13% | Add +7.7% | 1,907,665 | $132.4M |
| TD Private Client Wealth LLC | 2.55% | Add +14.7% | 1,722,529 | $119.6M |
| Corient Private Wealth LP | 0.16% | Add +8.1% | 1,657,788 | $115.1M |
| Osaic Holdings, Inc. | 0.17% | Add +1.8% | 1,640,903 | $113.9M |
| First Command Advisory Services, Inc. | 0.73% | Reduce -1.1% | 1,513,906 | $105.1M |
| ProVise Management Group, LLC | 6.74% | Add +2.1% | 1,363,330 | $94.6M |
| Strategies Wealth Advisors, LLC | 9.03% | Add +3.6% | 1,298,467 | $90.1M |
| BlackRock, Inc. | 0.00% | Reduce -37.6% | 1,268,382 | $88.1M |
| Gratus Wealth Advisors, LLC | 12.08% | Add +1.6% | 1,254,894 | $87.1M |
| Ledyard National Bank | 7.31% | Add +8.0% | 1,222,546 | $84.9M |
| SHP Wealth Management | 6.55% | — | 1,213,414 | $84.2M |
| Seven Springs Wealth Group, LLC | 23.04% | Reduce -0.7% | 1,136,083 | $78.9M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +3.1% | 1,062,556 | $73.8M |
| Confluence Wealth Services, Inc. | 3.00% | Add +11.2% | 1,042,635 | $72.4M |
| Sanctuary Advisors, LLC | 0.37% | Add +8.7% | 971,340 | $67.4M |
| American Trust | 5.61% | Add +16.2% | 960,971 | $66.7M |
| Private Advisor Group, LLC | 0.31% | Reduce -9.5% | 946,077 | $65.7M |
| Baird Financial Group, Inc. | 0.10% | Add +0.5% | 915,635 | $63.6M |
| NewEdge Advisors, LLC | 0.22% | Add +10.6% | 885,833 | $61.5M |
| Beacon Pointe Advisors, LLC | 0.41% | Reduce -7.0% | 847,724 | $58.8M |
| First Business Financial Services, Inc. | 5.24% | Reduce -0.2% | 822,044 | $57.1M |
| Horizon Investments, LLC | 0.70% | Reduce -8.6% | 800,194 | $55.5M |
| Stonebridge Financial Group, LLC | 4.67% | Add +1.3% | 788,179 | $54.7M |
| Comerica Bank | 0.20% | Add +1.7% | 733,342 | $50.9M |
| Sigma Planning Corp | 1.40% | Reduce -3.0% | 731,146 | $50.8M |
| Waverly Advisors, LLC | 0.40% | Add +36.0% | 715,165 | $49.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.0% | 706,406 | $49.0M |
| Auto-Owners Insurance Co | 1.00% | Add +34.0% | 689,500 | $47.9M |
| Kestra Advisory Services, LLC | 0.20% | Add +73.7% | 685,366 | $47.6M |
| Conservest Capital Advisors, Inc. | 4.27% | Add +0.8% | 682,468 | $47.4M |
| Captrust Financial Advisors | 0.09% | Add +1.8% | 679,406 | $47.2M |
| Steward Partners Investment Advisory, LLC | 0.25% | Add +1.5% | 667,857 | $46.4M |
| Focus Partners Wealth | 0.05% | Add +5.2% | 675,156 | $46.3M |
| Madison Wealth Partners, Inc | 8.20% | Add +2.4% | 647,554 | $45.0M |
| Ritter Daniher Financial Advisory LLC / DE | 7.34% | Add +0.2% | 629,975 | $43.7M |
| FFT Wealth Management LLC | 8.03% | Reduce -10.5% | 607,050 | $42.1M |
| Oppenheimer & Co. Inc. | 0.59% | Add +1.8% | 601,612 | $41.8M |
| FORM Wealth Advisors, LLC | 4.80% | — | 591,147 | $41.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -0.3% | 580,068 | $41.0M |
| Vaughan David Investments LLC | 0.86% | Add +1.9% | 568,940 | $39.5M |
| Wolff Financial Management LLC | 8.58% | Add +2.3% | 549,843 | $38.2M |
| Correct Capital Wealth Management | 7.17% | Add +5.4% | 548,369 | $38.1M |
| J.W. Cole Advisors, Inc. | 0.92% | Add +2.2% | 719,151 | $37.9M |
| Janney Montgomery Scott LLC | 0.09% | Add +2.6% | 542,997 | $37.7M |
| Vestmark Advisory Solutions, Inc. | 0.51% | Add +10.2% | 541,766 | $37.6M |
| XML Financial, LLC | 2.88% | Reduce -0.1% | 507,686 | $35.2M |
| Dagco, Inc. | 8.13% | Reduce -0.6% | 507,307 | $35.2M |
| Scott Capital Advisors, LLC | 7.80% | Add +10.4% | 506,922 | $35.2M |
| Litman Gregory Wealth Management LLC | 2.56% | Add +1.3% | 503,026 | $34.9M |
| JGP Wealth Management, LLC | 3.63% | Add +2.9% | 502,029 | $34.9M |
| Earned Wealth Advisors, LLC | 2.46% | New | 500,676 | $34.8M |
| Equitable Holdings, Inc. | 0.24% | Add +8.1% | 499,151 | $34.7M |
| Fifth Third Securities, Inc. | 2.26% | Add +3.9% | 497,681 | $34.5M |
| Natixis Advisors, LLC | 0.05% | Add +24.2% | 467,757 | $32.5M |
| Stratos Wealth Partners, LTD. | 0.37% | Reduce -1.6% | 462,983 | $32.1M |
| Hughes Financial Services, LLC | 4.87% | Reduce -26.9% | 446,371 | $31.0M |
| D'Orazio & Associates, Inc. | 3.92% | Reduce -2.3% | 441,376 | $30.6M |
| Altus Wealth Management, LLC | 13.17% | Add +1.2% | 439,942 | $30.5M |
| Silver Coast Investments LLC | 10.37% | Add +0.9% | 433,219 | $30.1M |
| Legacy Financial Strategies, LLC | 5.24% | Reduce -28.3% | 426,284 | $29.6M |
| Provident Wealth Management, LLC | 8.70% | Add +1.7% | 423,285 | $29.4M |
| Capital Analysts, LLC | 0.80% | Add +2.9% | 414,179 | $28.8M |
| Compass Ion Advisors, LLC | 2.73% | Add +0.8% | 412,404 | $28.6M |
| Sweeney & Michel, LLC | 8.16% | Add +2.5% | 373,540 | $27.6M |
| &partners | 0.14% | Add +4.9% | 391,203 | $27.2M |
| Alliance Wealth Advisors, LLC | 12.85% | Add +4.5% | 386,930 | $26.9M |
| Creative Planning | 0.02% | Reduce -2.6% | 385,137 | $26.7M |
| Meridian Financial Partners LLC | 10.46% | Reduce -1.3% | 371,170 | $26.4M |
| Consilio Wealth Advisors, LLC | 7.46% | Add +1.4% | 367,242 | $25.5M |
| Adirondack Capital Advisors, LLC | 17.06% | — | 365,470 | $25.4M |
| Presidio Capital Management, LLC | 7.42% | New | 355,465 | $24.7M |
| Regent Peak Wealth Advisors LLC | 4.86% | Reduce -0.1% | 355,124 | $24.7M |
| Summit Investment Advisory Services, LLC | 9.15% | Reduce -1.5% | 349,101 | $24.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.88% | Add +0.6% | 340,396 | $23.6M |
| FourThought Financial Partners, LLC | 1.97% | Add +104.8% | 335,351 | $23.3M |
"% of holder's portfolio" is DGRO's weight in each manager's 13F, not the share of iShares Core Dividend Growth the manager owns.