DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
DGRO

ISHARES CORE DIVIDEND GROWTH

1,418 institutions still hold ISHARES CORE DIVIDEND GROWTH as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V621·Exchange Traded Fund·1,418 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$14.4B
visible holders
Holders
1,418
filers reporting
Concentration
11.23%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

iShares Core Dividend Growth's Q2 2026 holder file is concentrated in two advisory accounts: Eastern Bank holds about .1K, roughly 42% of the .35M tracked value, and Roxbury Financial holds about .2K, roughly 39%, with MassMutual Private Wealth & Trust a distant third near 8%. The ETF's quarter is mixed under the surface: Roxbury added slightly from 11,928 to 11,944 shares, while Eastern Bank trimmed from 13,290 to 12,918 and MassMutual reduced from 2,522 to 2,359.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$1.6B21.3M0.36%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$1.5B20.2M0.08%Q2 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.5B19.2M0.09%Q2 2026
04
Wealthfront Advisers LLC
CIK 0001763921
$1.3B17.7M2.58%Q2 2026
05
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$1.1B14.4M0.44%Q2 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$846M11.2M0.23%Q2 2026
07
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$841M11.1M0.20%Q2 2026
08
Capital Investment Advisors, LLC
CIK 0001582732
$644M8.5M8.48%Q2 2026
09
ROYAL BANK OF CANADA
CIK 0001000275
$619M8.2M0.09%Q2 2026
10
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$548M7.2M0.69%Q2 2026
11
AMERIPRISE FINANCIAL INC
CIK 0000820027
$519M6.8M0.10%Q2 2026
12
WELLS FARGO & COMPANY/MN
CIK 0000072971
$518M6.8M0.08%Q2 2026
13
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$429M6.2M0.26%Q4 2025
14
HighTower Advisors, LLC
CIK 0001462245
$402M5.3M0.39%Q2 2026
15
GOLDMAN SACHS GROUP INC
CIK 0000886982
$378M5.0M0.03%Q2 2026
16
JPMORGAN CHASE & CO
CIK 0000019617
$377M5.0M0.02%Q2 2026
17
UBS Group AG
CIK 0001610520
$347M4.6M0.04%Q2 2026
18
FMR LLC
CIK 0000315066
$346M4.6M0.01%Q2 2026
19
Cetera Investment Advisers
CIK 0001666741
$265M3.5M0.24%Q2 2026
20
MML INVESTORS SERVICES, LLC
CIK 0000701059
$255M3.4M0.52%Q2 2026
Page 1 of 71
1398 more holders available. Log in →