13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
DGRO

ISHARES CORE DIVIDEND GROWTH

1,377 institutions still hold ISHARES CORE DIVIDEND GROWTH as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V621·Exchange Traded Fund·1,377 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.3%
vs prior quarter
13F value held
$12.9B
61.0% inst. owned
of float
Holders
1,377
+31 QoQ
filers reporting
Activity
+26 / −6
+957 added · −852 reduced
this quarter
Concentration
10.98%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

1,377 institutions reported DGRO in Q1 2026. LPL Financial LLC leads at 11.0% of the visible book. +31 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$1.4B20.2M0.38%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.4B19.4M0.10%Q1 202603
MORGAN STANLEY
CIK 0000895421
$1.4B19.4M0.08%Q1 202604
Wealthfront Advisers LLC
CIK 0001763921
$1.2B17.4M2.68%Q1 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$832M12.1M0.40%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$762M10.9M0.23%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$746M10.6M0.20%Q1 202608
Capital Investment Advisors, LLC
CIK 0001582732
$592M8.4M8.66%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$578M8.2M0.10%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$507M7.2M0.71%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$481M6.9M0.11%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$468M6.7M0.09%Q1 202613
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$429M6.2M0.26%Q4 202514
FMR LLC
CIK 0000315066
$372M5.3M0.02%Q1 202615
HighTower Advisors, LLC
CIK 0001462245
$361M5.1M0.38%Q1 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$335M4.8M0.04%Q1 202617
JPMORGAN CHASE & CO
CIK 0000019617
$328M4.8M0.02%Q1 202618
UBS Group AG
CIK 0001610520
$327M4.7M0.05%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$233M3.3M0.25%Q1 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$219M3.1M0.61%Q1 2026
Page 1 of 69
1357 more holders available. Log in →