Skip to content
Disclosery

DGRO ISHARES TR

Follow

SHS (fund)

1,111 managers (1,123 13F filers) reported a position in DGRO shares at 2024-12-31, 273,706,526 shares in all. 73 filers opened a position and 59 filers sold out during the quarter.

Managers
1,111
13F filers
1,123
New
73
Added
454
Reduced
361
Sold out
59
Shares held by filers
273,706,526

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…123,996$7.85M0.02%-20,78713F-HRTimelineGroup
Integrated Advisors Network LLC126,888$7.78M0.37%+16,17413F-HRTimeline
EP Wealth Advisors, LLC126,742$7.77M0.06%+44,03813F-HRTimeline
Physician Wealth Advisors, Inc.125,746$7.71M1.3%-58413F-HRTimeline
Mill Creek Capital Advisors, LLC122,091$7.49M0.18%+23713F-HRTimeline
Avidian Wealth Enterprises, LLC121,301$7.44M0.33%+88113F-HRTimeline
Royal Fund Management, LLC119,656$7.35M0.8%+2,58313F-HRTimeline
B. Riley Wealth Advisors, Inc.118,596$7.27M0.24%-2,54913F-HRTimeline
IEQ CAPITAL, LLC118,126$7.25M0.07%+1,59913F-HRTimeline
Orion Porfolio Solutions, LLC117,368$7.2M0.07%-22,63413F-HRTimeline
Orion Portfolio Solutions, LLC117,368$7.2M0.07%-22,63413F-HRTimeline
YARGER WEALTH STRATEGIES, LLC117,011$7.18M4.14%+3,89813F-HRTimeline
Arkos Global Advisors116,500$7.15M1.05%-50213F-HRTimeline
D.A. DAVIDSON & CO.116,459$7.14M0.06%-7513F-HRTimeline
Meridian Financial Advisors, LLC115,432$7.08M4.89%+2,48113F-HRTimeline
EASTERN BANK115,263$7.07M0.13%-1,17213F-HRTimeline
Prosperity Consulting Group, LLC115,168$7.06M0.53%+18,74313F-HRTimeline
Lineweaver Wealth Advisors, LLC115,023$7.06M1.3%+80513F-HRTimeline
Matisse Capital114,997$7.05M3.59%-17,39013F-HRTimeline
Cresset Asset Management, LLC114,386$7.02M0.03%-34,84813F-HRTimeline
EQ LLC112,452$6.9M3.24%-87,26713F-HRTimeline
Houlihan Financial Resource Group, Ltd.112,114$6.88M2.93%-13813F-HRTimeline
Capital Investment Counsel, LLC111,858$6.86M1.15%-2,01213F-HRTimeline
ADG Wealth Management Group, LLC111,199$6.82M6.06%13F-HRTimeline
Asset Dedication, LLC110,417$6.77M0.53%-23,84813F-HRTimeline
Aprio Wealth Management, LLC110,311$6.77M0.99%-1,43713F-HRTimeline
TrinityPoint Wealth, LLC109,991$6.75M0.95%-40813F-HRTimeline
Robertson Stephens Wealth Management, L…109,892$6.74M0.24%-216,80013F-HRTimeline
Advisory Services Network, LLC108,421$6.65M0.12%-5,95213F-HRTimeline
Graypoint LLC108,188$6.64M0.4%+2,27113F-HRTimeline
Connecticut Wealth Management, LLC107,775$6.61M0.32%013F-HRTimeline
Autumn Glory Partners, LLC106,894$6.56M3.22%-99913F-HRTimeline
Strategic Equity Management105,044$6.44M2.71%+7,84813F-HRTimeline
Gunma Bank,Ltd.105,000$6.44M2.13%+6,00013F-HRTimeline
Alhambra Investment Management LLC103,411$6.34M3.25%+14,77513F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV102,984$6.32M1.43%+1,09513F-HRTimeline
Thrive Capital Management, LLC102,047$6.26M2.87%-32,06913F-HRTimeline
Stonebridge Financial Planning Group, L…101,388$6.22M2.78%+2,84713F-HRTimeline
HF Advisory Group, LLC100,557$6.17M2.84%+1,98813F-HRTimeline
Talisman Wealth Advisors LLC100,499$6.16M6.54%+10,75813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100,236$6.15M0.14%-4,43213F-HRTimelineGroup
Hoese & Co LLP99,875$6.13M5.32%+21,85213F-HRTimeline
Independent Advisor Alliance99,687$6.11M0.08%new13F-HRTimeline
Glen Eagle Advisors, LLC99,038$6.07M1.01%+4,07013F-HRTimeline
Stephens Consulting, LLC98,836$6.06M1.52%+15,53713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…98,763$6.06M0.08%+5,07413F-HRTimelineGroup
Merit Financial Group, LLC98,411$6.04M0.11%-16,44313F-HRTimeline
Crews Bank & Trust96,741$5.93M1%13F-HRTimeline
Wela Strategies, Inc.95,820$5.88M2.53%+71913F-HRTimeline
Aptus Capital Advisors, LLC95,109$5.83M0.07%+76,05913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…94,625$5.8M0.05%-52713F-HRTimelineGroup
Towercrest Capital Management94,445$5.79M0.94%+22313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC93,641$5.74M3.38%13F-HRTimeline
Quad-Cities Investment Group, LLC93,627$5.74M2.82%+1,08513F-HRTimeline
Hubbell Strickland Wealth Management, L…93,387$5.73M2.72%+1,35813F-HRTimeline
Gotham Asset Management, LLC93,152$5.71M0.05%+18,11313F-HRTimeline
Csenge Advisory Group92,394$5.67M0.31%+1,25513F-HRTimeline
Integrated Investment Consultants, LLC92,279$5.66M1.17%-1,58613F-HR/ATimeline
Valmark Advisers, Inc.92,268$5.66M0.09%+9,14713F-HRTimeline
Scissortail Wealth Management, LLC92,003$5.64M1.44%new13F-HRTimeline
Professional Financial Advisors, LLC91,888$5.64M1.44%+3613F-HRTimeline
Johnson & White Wealth Management, LLC90,081$5.51M3.33%+2,77713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\89,253$5.47M0.01%-1,40413F-HRTimelineGroup
NewEdge Wealth, LLC89,152$5.47M0.09%-57213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI88,940$5.46M0.3%-1,16913F-HRTimeline
SMITH, MOORE & CO.88,619$5.44M0.5%+2,17913F-HRTimeline
AtlasMark Financial, Inc85,623$5.25M4.83%-32313F-HRTimeline
MGO ONE SEVEN LLC84,525$5.18M0.2%-21,67113F-HRTimeline
Redhawk Wealth Advisors, Inc.83,805$5.14M0.69%-2,34413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP82,650$5.07M<0.01%+3,77613F-HRTimelineGroup
Visionary Wealth Advisors81,837$5.02M0.29%-1,43913F-HRTimeline
Sunbelt Securities, Inc.81,514$4.99M0.44%+59613F-HRTimeline
KPP Advisory Services LLC79,946$4.9M1.16%-95,25213F-HRTimeline
Cascade Financial Partners, LLC79,199$4.86M0.63%+37713F-HRTimeline
Arete Wealth Advisors, LLC79,149$4.85M0.35%+54913F-HRTimeline
PACIFIC FINANCIAL GROUP INC78,430$4.81M3.57%-3,74213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT76,718$4.71M0.57%+22,96013F-HRTimeline
JPL Wealth Management, LLC76,601$4.7M1.35%13F-HRTimeline
Cornell Pochily Investment Advisors, In…76,028$4.66M1.63%+2,06613F-HRTimeline
ORG Partners LLC75,337$4.62M0.63%-3,94113F-HRTimeline
Red Tortoise LLC73,927$4.53M2.38%+52113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…73,786$4.53M0.01%+57,68213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…72,792$4.47M0.1%-59913F-HRTimelineGroup
PINNACLE ASSOCIATES LTD72,604$4.45M0.06%+6,33213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV70,433$4.45M1.74%13F-HRTimeline
Innovative Wealth Building LLC72,124$4.42M4%13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC71,758$4.4M0.36%+16,59613F-HR/ATimeline
Forbes Financial Planning, Inc.70,336$4.31M2.09%-22013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC69,757$4.3M0.01%-6,85913F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC69,910$4.29M0.95%+45213F-HRTimeline
Tranquility Partners, LLC69,407$4.27M1.61%-1,68413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…67,817$4.27M0.24%-27,54913F-HRTimeline
Vista Cima Wealth Management LLC69,472$4.26M4.43%13F-HRTimeline
Family Legacy, Inc.69,276$4.25M1.44%-42313F-HRTimeline
WBH ADVISORY INC66,996$4.11M0.38%-15,96613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…66,795$4.1M0.14%+35,21013F-HRTimelineGroup
CWM, LLCin group CWM, LLC66,408$4.07M0.02%-1,18213F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.66,395$4.07M1.29%-4,58613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC65,510$4.02M0.32%new13F-HRTimeline
Herold Advisors, Inc.65,080$3.99M0.87%-3,60613F-HRTimeline
LexAurum Advisors, LLC64,691$3.97M0.79%-1,66113F-HRTimeline
AssuredPartners Investment Advisors, LLC64,624$3.96M0.77%13F-HRTimeline
IHT Wealth Management, LLC64,117$3.93M0.13%-13,89913F-HRTimeline
Beacon Bridge Wealth Partners, LLC63,703$3.91M1.66%-4,13913F-HRTimeline
Fermata Advisors, LLC62,461$3.83M0.72%-9,92813F-HRTimeline
Marshall Financial Group, LLC62,024$3.8M0.92%+71813F-HRTimeline
BLAIR WILLIAM & CO/IL62,003$3.8M0.01%-1,10613F-HRTimeline
HARBOUR INVESTMENTS, INC.61,971$3.8M0.11%+4,27913F-HRTimeline
Beacon Pointe Advisors, LLC61,840$3.79M0.04%+7,88913F-HRTimeline
AE Wealth Management LLC60,774$3.73M0.03%-55,56113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.60,728$3.73M0.24%-30,54713F-HRTimelineGroup
Financial Advocates Investment Manageme…59,497$3.72M0.21%+76713F-HRTimeline
Smith Thornton Advisors LLC59,697$3.66M2.31%-75613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …58,087$3.57M0.01%new13F-HRTimelineGroup
Strategic Financial Concepts, LLC58,049$3.56M0.68%+35,89913F-HR/ATimeline
Kohmann Bosshard Financial Services, LLC58,030$3.56M0.43%013F-HRTimeline
180 WEALTH ADVISORS, LLC57,396$3.52M0.55%-4,46713F-HRTimeline
IFP Advisors, Inc57,122$3.5M0.11%+7,12913F-HRTimeline
GAMMA Investing LLC56,440$3.46M0.3%+15013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …56,215$3.45M0.1%+1,15213F-HRTimelineGroup
Prism Advisors, Inc.55,217$3.39M1.02%-25,90813F-HRTimeline
Keystone Financial Group55,180$3.38M0.33%+59613F-HRTimeline
Stillwater Wealth Management Group54,943$3.37M3.03%13F-HRTimeline
World Investment Advisors54,689$3.35M0.09%+17,63113F-HRTimeline
Good Life Advisors, LLC54,623$3.35M0.24%+8,52913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS53,954$3.31M0.12%+8,88513F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC53,952$3.31M0.1%+17,50013F-HRTimeline
Riverbend Wealth Management, LLC53,558$3.29M2.93%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,529$3.28M0.01%new13F-HRTimelineGroup
Twelve Points Wealth Management LLC52,768$3.24M0.93%-1,39313F-HRTimeline
MBE Wealth Management, LLC52,427$3.22M1.81%-1,37313F-HRTimeline
Lantern Wealth Advisors, LLC52,316$3.21M2.08%-3,91313F-HRTimeline
Guidance Point Advisors, LLC52,256$3.21M0.9%-1,15113F-HRTimeline
Forza Wealth Management, LLC51,993$3.19M1.45%+4013F-HRTimeline
Financial Perspectives, Inc51,640$3.17M1.06%+1,22613F-HRTimeline
MONEYWISE, INC.51,099$3.13M1.57%+7,79613F-HRTimeline
Measured Wealth Private Client Group, L…51,072$3.13M1.01%-3,71113F-HRTimeline
Intellus Advisors LLC50,843$3.12M0.54%13F-HRTimeline
Ring Mountain Capital, LLC50,751$3.11M2.09%13F-HRTimeline
Weaver Consulting Group49,963$3.06M0.94%-29213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.49,886$3.06M0.17%+3,51113F-HR/ATimelineGroup
LEIGH BALDWIN & CO., LLC49,224$3.02M2.55%13F-HR/ATimeline
Milestone Asset Management Group, LLC48,528$2.98M2.66%13F-HRTimeline
HOWE & RUSLING INC48,265$2.96M0.26%-3,58713F-HRTimeline
Samalin Investment Counsel, LLC48,049$2.95M1.26%+3,05613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC47,916$2.94M0.15%+21513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…47,318$2.9M0.12%-27,52213F-HRTimelineGroup
ROSENBLUM SILVERMAN SUTTON S F INC /CA47,272$2.9M0.73%-24513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.47,123$2.89M<0.01%new13F-HRTimelineGroup
RFG Advisory, LLC46,849$2.87M0.08%+1,40913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC46,599$2.86M0.27%+1,81113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC46,486$2.85M<0.01%-2,08213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC46,113$2.83M0.09%+30213F-HRTimeline
Goldstone Financial Group, LLC46,103$2.83M0.44%+3,47613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC45,304$2.78M0.04%+4,22713F-HRTimelineGroup
Oak Asset Management, LLC44,617$2.74M1.01%+12513F-HRTimeline
Bonfire Financial44,311$2.72M2.46%13F-HRTimeline
SYNOVUS FINANCIAL CORP43,659$2.68M0.03%-3,83113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP43,542$2.67M0.2%+33,79913F-HRTimeline
HBW ADVISORY SERVICES LLC43,242$2.65M0.27%-62913F-HRTimeline
FSC Wealth Advisors, LLC43,173$2.65M1.7%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC42,896$2.63M0.33%+2,61213F-HRTimeline
Cambridge Financial Group, LLC42,891$2.63M1.12%-82013F-HRTimeline
HAZLETT, BURT & WATSON, INC.42,693$2.62M1.16%-69413F-HRTimeline
MFA Wealth Services42,657$2.62M2.1%13F-HRTimeline
EPG Wealth Management LLC41,939$2.57M0.68%+70013F-HRTimeline
Echo Wealth Management, LLC41,776$2.56M1.77%+1013F-HRTimeline
KCM INVESTMENT ADVISORS LLC41,518$2.55M0.09%+1,08013F-HRTimeline
GUIDANCE CAPITAL, INC40,121$2.54M0.78%-3,60213F-HRTimeline
Western Wealth Management, LLC41,314$2.53M0.17%+1,29413F-HR/ATimeline
Maiden Cove Capital, LLC40,920$2.51M2.35%+75013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding40,877$2.51M+3,929Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV40,730$2.5M0.2%-1,16113F-HRTimeline
Verdence Capital Advisors LLC40,674$2.49M0.2%+99513F-HRTimeline
Leo Wealth, LLC40,361$2.48M0.22%-23713F-HRTimeline
Old Mission Investment Co LLC40,241$2.47M0.73%+22413F-HRTimeline
WCG Wealth Advisors LLC40,193$2.46M0.16%-2,66513F-HRTimeline
Larson Financial Group LLC40,175$2.46M0.13%+2,14613F-HRTimeline
GSG Advisors LLC39,959$2.45M0.77%+4,14413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,929$2.45M<0.01%+10,90413F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC39,753$2.44M0.03%-3,00013F-HRTimeline
Geneos Wealth Management Inc.38,569$2.37M0.08%+82413F-HRTimeline
Insight Advisors, LLC/ PA37,913$2.32M0.4%-78313F-HRTimeline
CIBC WORLD MARKET INC.37,534$2.3M0.01%+4,69313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC37,488$2.3M0.48%-15713F-HRTimeline
Brio Consultants, LLC37,459$2.3M0.36%-1,87313F-HRTimeline
Centricity Wealth Management, LLC37,172$2.28M2.13%13F-HRTimeline
Invst, LLC36,793$2.26M0.27%-3,60313F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC36,742$2.25M1.56%+6713F-HRTimeline
NorthCoast Asset Management LLC36,601$2.25M0.01%+19,50513F-HR/ATimeline
Beacon Financial Advisory LLC36,193$2.22M0.72%+1,63013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…35,904$2.2M0.06%+6,08213F-HRTimelineGroup
Gallacher Capital Management LLC35,654$2.19M1.09%-1,51613F-HRTimeline
Southland Equity Partners LLC35,648$2.19M0.51%+31813F-HRTimeline
Financial Insights, Inc.35,580$2.18M0.81%-2,37213F-HRTimeline
Westfuller Advisors, LLC35,403$2.17M1.38%-4,13213F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …35,055$2.15M0.11%new13F-HRTimelineGroup
OMNI 360 Wealth, Inc.34,992$2.15M1.43%+4,23513F-HR/ATimeline
HARBOR ADVISORY CORP /MA/34,660$2.13M0.7%013F-HRTimeline
BAILARD, INC.34,397$2.11M0.05%-73313F-HRTimeline