iShares Core Dividend GrowthDGROETF
13F holders, Q1 2026 (March 31)1,324holders +36
86new positions
50sold out
6famous investors
$70.12avg. 13F price*
At the end of Q1 2026, 1,324 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings, up 36 from Q4 2025. 86 opened new positions and 50 sold out. The largest holders were LPL Financial LLC ($1.4B), Bank of America Corp. ($1.4B) and Morgan Stanley ($1.4B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Core Dividend Growth
- CUSIP
- 46434V621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $165.2M |
| Exits | 50 | $44.4M |
All 13F filers, Q4 2025 → Q1 2026: 21,965,328 shares bought and 7,069,347 shares sold, net +14,895,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,324 holders
| LPL Financial LLC | 0.38% | Add +7.8% | 20,236,610 | $1.4B |
| Bank of America Corp. | 0.10% | Reduce -1.9% | 19,389,641 | $1.4B |
| Morgan Stanley | 0.08% | Add +0.0% | 19,367,374 | $1.4B |
| Wealthfront Advisers LLC | 2.68% | Add +25.1% | 17,425,702 | $1.2B |
| Jones Financial Companies LLLP | 0.40% | Add +20.8% | 12,067,891 | $831.5M |
| Raymond James Financial Inc. | 0.24% | Add +1.1% | 10,864,804 | $762.5M |
| Envestnet Asset Management Inc. | 0.20% | Add +3.3% | 10,627,078 | $745.8M |
| Capital Investment Advisors, LLC | 8.66% | Add +1.1% | 8,431,594 | $591.7M |
| Royal Bank of Canada | 0.11% | Add +1.1% | 8,230,843 | $577.6M |
| Commonwealth Equity Services, LLC | 0.71% | Reduce -0.6% | 7,225,477 | $507.1M |
| Ameriprise Financial Inc. | 0.11% | Reduce -1.3% | 6,855,975 | $481.3M |
| Wells Fargo & Company | 0.09% | Reduce -5.5% | 6,661,626 | $467.5M |
| PNC Financial Services Group, Inc. | 0.26% | Reduce -7.1% | 6,310,350 | $442.9M |
| FMR LLC | 0.02% | Reduce -8.7% | 5,295,381 | $371.6M |
| HighTower Advisors, LLC | 0.38% | Add +2.9% | 5,148,918 | $361.4M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -4.2% | 4,772,766 | $335.0M |
| JPMorgan Chase & Co. | 0.02% | Add +42.7% | 4,753,627 | $327.9M |
| UBS Group AG | 0.06% | Add +3.2% | 4,659,680 | $327.0M |
| Cetera Investment Advisers | 0.25% | Add +7.4% | 3,324,499 | $233.3M |
| MML Investors Services, LLC | 0.61% | Reduce -12.6% | 3,122,246 | $219.1M |
| Vantagepoint Investment Advisers LLC | 1.85% | Reduce -2.2% | 3,114,188 | $218.6M |
| Truist Financial Corp. | 0.28% | Reduce -3.1% | 2,937,418 | $206.1M |
| Stifel Financial Corp. | 0.18% | Add +3.4% | 2,770,076 | $194.4M |
| Mariner, LLC | 0.22% | Add +4.6% | 2,718,697 | $190.8M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +5.0% | 2,492,043 | $174.9M |
| HM Payson & Co. | 1.99% | Add +955.2% | 1,965,020 | $137.9M |
| Avior Wealth Management, LLC | 3.78% | Reduce -0.4% | 1,899,744 | $133.3M |
| TD Private Client Wealth LLC | 2.72% | Add +8.6% | 1,870,534 | $131.3M |
| Osaic Holdings, Inc. | 0.18% | Add +6.7% | 1,751,054 | $122.9M |
| Corient Private Wealth LP | 0.16% | Reduce -1.9% | 1,626,347 | $114.0M |
| First Command Advisory Services, Inc. | 0.72% | Add +0.4% | 1,520,205 | $106.7M |
| ProVise Management Group, LLC | 7.08% | Add +2.9% | 1,403,415 | $98.5M |
| Beacon Pointe Advisors, LLC | 0.52% | Add +64.5% | 1,394,397 | $97.9M |
| BlackRock, Inc. | 0.00% | Add +6.3% | 1,348,444 | $94.6M |
| Dynasty Wealth Management, LLC | 0.78% | Add +15189.7% | 1,281,275 | $89.9M |
| Strategies Wealth Advisors, LLC | 8.91% | Reduce -2.6% | 1,264,195 | $88.7M |
| Quotient Wealth Partners, LLC | 2.26% | New | 1,222,650 | $85.8M |
| Gratus Wealth Advisors, LLC | 12.36% | Reduce -2.9% | 1,218,011 | $85.5M |
| SHP Wealth Management | 6.34% | Reduce -1.4% | 1,196,825 | $84.0M |
| Seven Springs Wealth Group, LLC | 18.90% | Add +0.7% | 1,143,665 | $80.3M |
| Ledyard National Bank | 6.95% | Reduce -6.5% | 1,142,426 | $80.2M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +4.1% | 1,106,092 | $77.6M |
| Confluence Wealth Services, Inc. | 2.86% | Add +0.8% | 1,050,750 | $73.7M |
| American Trust | 6.16% | Add +3.4% | 993,754 | $69.7M |
| Sanctuary Advisors, LLC | 0.37% | Add +1.4% | 984,746 | $69.1M |
| Private Advisor Group, LLC | 0.31% | Reduce -0.8% | 938,814 | $65.9M |
| NewEdge Advisors, LLC | 0.24% | Add +4.8% | 928,191 | $65.1M |
| Baird Financial Group, Inc. | 0.10% | Add +1.2% | 926,648 | $65.0M |
| MCF Advisors LLC | 2.60% | Add +35008.7% | 844,013 | $59.2M |
| First Business Financial Services, Inc. | 5.21% | Add +1.6% | 835,155 | $58.6M |
| Stonebridge Financial Group, LLC | 4.79% | Add +5.3% | 829,714 | $58.2M |
| Horizon Investments, LLC | 0.64% | Add +1.8% | 814,939 | $57.2M |
| Kestra Advisory Services, LLC | 0.21% | Add +16.4% | 797,552 | $56.0M |
| Conservest Capital Advisors, Inc. | 5.05% | Add +16.3% | 793,408 | $55.7M |
| Fifth Third Bancorp | 0.10% | Add +4352.0% | 756,216 | $53.1M |
| J.W. Cole Advisors, Inc. | 1.75% | Add +2.4% | 736,631 | $51.7M |
| JGP Wealth Management, LLC | 5.31% | Add +44.9% | 727,226 | $51.0M |
| Sigma Planning Corp | 1.41% | Reduce -1.3% | 721,369 | $50.6M |
| FORM Wealth Advisors, LLC | 5.88% | Add +21.0% | 715,444 | $50.2M |
| FFT Wealth Management LLC | 9.01% | Add +16.8% | 708,712 | $49.7M |
| Waverly Advisors, LLC | 0.37% | Reduce -1.3% | 706,261 | $49.6M |
| Steward Partners Investment Advisory, LLC | 0.25% | Add +4.1% | 695,460 | $48.8M |
| Auto-Owners Insurance Co | 1.01% | No change | 689,500 | $48.4M |
| Captrust Financial Advisors | 0.08% | Add +1.2% | 687,861 | $48.3M |
| Focus Partners Wealth | 0.05% | Reduce -4.5% | 644,846 | $45.3M |
| Ritter Daniher Financial Advisory LLC / DE | 7.65% | Add +2.0% | 642,658 | $45.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.3% | 640,708 | $45.0M |
| Oppenheimer & Co. Inc. | 0.52% | Add +0.2% | 602,903 | $42.3M |
| XML Financial, LLC | 3.26% | Add +13.5% | 576,049 | $40.4M |
| Natixis Advisors, LLC | 0.06% | Add +21.8% | 569,687 | $40.0M |
| Vaughan David Investments LLC | 0.84% | Reduce -0.4% | 566,639 | $39.8M |
| Wolff Financial Management LLC | 8.79% | Add +3.0% | 566,631 | $39.8M |
| Janney Montgomery Scott LLC | 0.10% | Add +2.9% | 558,516 | $39.2M |
| Scott Capital Advisors, LLC | 7.85% | Add +6.4% | 539,569 | $38.7M |
| Earned Wealth Advisors, LLC | 2.49% | Add +6.0% | 530,539 | $37.2M |
| Equitable Holdings, Inc. | 0.24% | Add +7.1% | 534,531 | $37.1M |
| Dagco, Inc. | 7.91% | Add +2.4% | 519,681 | $36.5M |
| Vestmark Advisory Solutions, Inc. | 0.40% | Reduce -4.5% | 517,276 | $36.3M |
| Fifth Third Securities, Inc. | 2.27% | Add +0.6% | 500,675 | $35.1M |
| Hughes Financial Services, LLC | 4.97% | Add +3.3% | 461,279 | $32.4M |
| Capital Analysts, LLC | 0.85% | Add +10.8% | 459,104 | $32.2M |
| Silver Coast Investments LLC | 10.07% | Add +3.8% | 449,662 | $31.6M |
| Altus Wealth Management, LLC | 13.78% | Add +0.4% | 441,639 | $31.0M |
| TRB Wealth Management, LLC | 4.38% | — | 439,261 | $30.8M |
| D'Orazio & Associates, Inc. | 3.91% | Reduce -2.5% | 430,362 | $30.2M |
| Provident Wealth Management, LLC | 8.91% | Reduce -0.9% | 419,556 | $29.4M |
| Stratos Wealth Partners, LTD. | 0.34% | Reduce -9.4% | 419,372 | $29.4M |
| Compass Ion Advisors, LLC | 2.80% | Add +1.6% | 419,164 | $29.4M |
| Legacy Financial Strategies, LLC | 5.25% | Reduce -2.8% | 414,367 | $29.1M |
| Creative Planning | 0.02% | Add +5.0% | 404,328 | $28.4M |
| Sweeney & Michel, LLC | 8.15% | Add +2.7% | 383,559 | $27.7M |
| Alliance Wealth Advisors, LLC | 12.91% | Add +0.7% | 389,615 | $27.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -33.1% | 388,086 | $27.3M |
| &partners | 0.13% | Reduce -1.9% | 383,764 | $26.9M |
| Adirondack Capital Advisors, LLC | 17.13% | Add +4.0% | 380,075 | $26.7M |
| Presidio Capital Management, LLC | 7.53% | Add +3.9% | 369,388 | $25.9M |
| Gotham Asset Management | 0.08% | Add +59.2% | 353,466 | $24.8M |
| Davidson Capital Management Inc. | 4.46% | New | 350,381 | $24.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5.08% | Add +2.4% | 348,715 | $24.5M |
| Regions Financial Corp. | 0.15% | Add +3.0% | 336,202 | $23.6M |
"% of holder's portfolio" is DGRO's weight in each manager's 13F, not the share of iShares Core Dividend Growth the manager owns.