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Disclosery

DGRO ISHARES TR

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SHS (fund)

1,113 managers (1,124 13F filers) reported a position in DGRO shares at 2025-03-31, 271,466,574 shares in all. 70 filers opened a position and 59 filers sold out during the quarter.

Managers
1,113
13F filers
1,124
New
70
Added
476
Reduced
393
Sold out
59
Shares held by filers
271,466,574

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Physician Wealth Advisors, Inc.122,940$7.6M1.31%-2,80613F-HRTimeline
Royal Fund Management, LLC121,305$7.51M0.89%+1,64913F-HRTimeline
DAVIDSON INVESTMENT ADVISORS121,521$7.51M0.37%-10,20713F-HRTimeline
Arkos Global Advisors120,809$7.46M1.1%+4,30913F-HRTimeline
Foundations Investment Advisors, LLC118,995$7.35M0.14%-30,09613F-HRTimeline
D.A. DAVIDSON & CO.118,185$7.3M0.06%+1,72613F-HRTimeline
B. Riley Wealth Advisors, Inc.118,078$7.29M0.22%-51813F-HRTimeline
YARGER WEALTH STRATEGIES, LLC117,472$7.26M4.23%+46113F-HRTimeline
Aprio Wealth Management, LLC117,005$7.23M0.91%+6,69413F-HRTimeline
Buck Wealth Strategies, LLC115,634$7.14M1.3%-36,41013F-HRTimeline
Matisse Capital115,064$7.11M3.75%+6713F-HRTimeline
Coastal Bridge Advisors, LLC114,659$7.08M0.64%new13F-HR/ATimeline
Meridian Financial Advisors, LLC114,573$7.08M4.97%-85913F-HRTimeline
Advisory Services Network, LLC113,267$7M0.13%+4,84613F-HRTimeline
Avidian Wealth Enterprises, LLC113,004$6.98M0.31%-8,29713F-HRTimeline
Lineweaver Wealth Advisors, LLC112,439$6.95M1.18%-2,58413F-HRTimeline
Cresset Asset Management, LLC111,921$6.91M0.03%-2,46513F-HRTimeline
Aptus Capital Advisors, LLC111,554$6.89M0.08%+16,44513F-HRTimeline
Alhambra Investment Management LLC111,084$6.86M3.54%+7,67313F-HRTimeline
EP Wealth Advisors, LLC111,028$6.86M0.05%-15,71413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…109,673$6.78M0.1%+10,91013F-HRTimelineGroup
Capital Investment Counsel, LLC109,663$6.78M1.12%-2,19513F-HRTimeline
Strategic Equity Management109,135$6.74M2.83%+4,09113F-HRTimeline
ADG Wealth Management Group, LLC108,791$6.73M6.35%-2,40813F-HRTimeline
Talisman Wealth Advisors LLC108,252$6.69M6.87%+7,75313F-HRTimeline
Houlihan Financial Resource Group, Ltd.108,095$6.68M3%-4,01913F-HRTimeline
Valmark Advisers, Inc.107,511$6.64M0.1%+15,24313F-HRTimeline
Connecticut Wealth Management, LLC107,474$6.64M0.35%-30113F-HRTimeline
HF Advisory Group, LLC107,265$6.63M2.9%+6,70813F-HRTimeline
Autumn Glory Partners, LLC106,973$6.61M3.28%+7913F-HRTimeline
Robertson Stephens Wealth Management, L…106,889$6.6M0.25%-3,00313F-HRTimeline
Crews Bank & Trust106,761$6.6M1.13%+10,02013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV106,471$6.58M1.45%+3,48713F-HRTimeline
Stonebridge Financial Planning Group, L…106,105$6.56M2.99%+4,71713F-HRTimeline
EQ LLC104,384$6.45M3.01%-8,06813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC103,878$6.37M0.14%+3,64213F-HRTimelineGroup
Hoese & Co LLP102,515$6.33M5.49%+2,64013F-HRTimeline
LGL PARTNERS, LLC101,900$6.3M3.04%-207,99413F-HRTimeline
Quad-Cities Investment Group, LLC101,670$6.28M3.1%+8,04313F-HRTimeline
Stephens Consulting, LLC101,631$6.28M1.58%+2,79513F-HRTimeline
Hubbell Strickland Wealth Management, L…95,226$6.17M2.92%+1,83913F-HRTimeline
Johnson & White Wealth Management, LLC99,391$6.14M3.45%+9,31013F-HRTimeline
Merit Financial Group, LLC98,538$6.09M0.09%+12713F-HRTimeline
Graypoint LLC98,072$6.06M0.38%-10,11613F-HRTimeline
Asset Dedication, LLC97,489$6.02M0.49%-12,92813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC95,960$5.93M2.5%+2,31913F-HR/ATimeline
Professional Financial Advisors, LLC95,781$5.92M1.5%+3,89313F-HRTimeline
CW Advisors, LLC94,036$5.81M0.07%+89,37313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…94,000$5.81M0.05%-62513F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI93,024$5.75M0.31%+4,08413F-HRTimeline
Glen Eagle Advisors, LLC92,945$5.74M0.95%-6,09313F-HRTimeline
NewEdge Wealth, LLC91,954$5.68M0.1%+2,80213F-HRTimeline
SMITH, MOORE & CO.91,724$5.67M0.52%+3,10513F-HRTimeline
Integrated Investment Consultants, LLC91,406$5.65M1.12%-87313F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…86,719$5.57M0.01%-37,27713F-HR/ATimelineGroup
AtlasMark Financial, Inc89,350$5.52M5.12%+3,72713F-HRTimeline
MGO ONE SEVEN LLC88,711$5.48M0.21%+4,18613F-HRTimeline
Csenge Advisory Group93,678$5.45M0.31%+1,28413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\88,095$5.44M0.01%-1,15813F-HRTimelineGroup
Good Life Advisors, LLC86,722$5.36M0.38%+32,09913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC89,499$5.34M0.45%new13F-HRTimeline
Visionary Wealth Advisors84,315$5.21M0.31%+2,47813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT83,270$5.14M0.64%+6,55213F-HRTimeline
Wela Strategies, Inc.82,431$5.09M2.15%-13,38913F-HRTimeline
Redhawk Wealth Advisors, Inc.81,962$5.06M0.68%-1,84313F-HRTimeline
Mill Creek Capital Advisors, LLC81,460$5.03M0.12%-40,63113F-HRTimeline
Sunbelt Securities, Inc.80,970$5M0.45%-54413F-HRTimeline
Cascade Financial Partners, LLC80,789$4.99M0.63%+1,59013F-HRTimeline
JPL Wealth Management, LLC80,402$4.97M1.42%+3,80113F-HR/ATimeline
Strategic Financial Concepts, LLC79,136$4.89M0.92%+21,08713F-HRTimeline
Cornell Pochily Investment Advisors, In…78,008$4.82M1.69%+1,98013F-HRTimeline
HARBOUR INVESTMENTS, INC.77,883$4.81M0.14%+15,91213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP77,282$4.77M<0.01%-5,36813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL77,262$4.77M0.01%+15,25913F-HRTimeline
Towercrest Capital Management76,648$4.74M0.9%-17,79713F-HRTimeline
PACIFIC FINANCIAL GROUP INC76,365$4.72M3.81%-2,06513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC75,675$4.68M0.01%+5,91813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…75,330$4.65M0.1%+2,53813F-HRTimelineGroup
Sequoia Financial Advisors, LLC74,490$4.6M0.04%+67,17013F-HRTimeline
Red Tortoise LLC74,236$4.59M2.39%+30913F-HRTimeline
PINNACLE ASSOCIATES LTD73,235$4.52M0.07%+63113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…72,432$4.47M0.18%+25,11413F-HRTimelineGroup
CWM, LLCin group CWM, LLC72,105$4.46M0.02%+5,69713F-HRTimelineGroup
TME FINANCIAL, INC.71,768$4.43M3.85%new13F-HRTimeline
Vista Cima Wealth Management LLC70,762$4.37M4.71%+1,29013F-HR/ATimeline
Tranquility Partners, LLC70,751$4.37M1.69%+1,34413F-HRTimeline
INTEGRITY ALLIANCE, LLC.70,680$4.37M0.17%new13F-HRTimeline
Forbes Financial Planning, Inc.70,279$4.34M3.22%-5713F-HRTimeline
Arete Wealth Advisors, LLC70,228$4.34M0.33%-8,92113F-HRTimeline
Innovative Wealth Building LLC70,157$4.33M3.99%-1,96713F-HRTimeline
Herold Advisors, Inc.68,087$4.21M0.92%+3,00713F-HRTimeline
Stillwater Wealth Management Group67,580$4.18M3.62%+12,63713F-HRTimeline
LexAurum Advisors, LLC67,315$4.16M0.8%+2,62413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp67,312$4.16M0.19%+41,70113F-HRTimelineGroup
Smith Thornton Advisors LLC67,116$4.15M2.58%+7,41913F-HRTimeline
CPC Advisors, LLC66,876$4.13M0.57%+46,64113F-HRTimeline
AssuredPartners Investment Advisors, LLC66,836$4.13M0.8%+2,21213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC65,133$4.02M0.32%-37713F-HRTimeline
LEIGH BALDWIN & CO., LLC64,284$3.97M3.2%+15,06013F-HRTimeline
Beacon Bridge Wealth Partners, LLC63,901$3.95M1.68%+19813F-HRTimeline
Family Legacy, Inc.62,593$3.87M1.33%-6,68313F-HRTimeline
Financial Advocates Investment Manageme…60,851$3.78M0.27%+1,35413F-HRTimeline
GAMMA Investing LLC60,626$3.75M0.28%+4,18613F-HR/ATimeline
Fermata Advisors, LLC59,933$3.7M0.67%-2,52813F-HRTimeline
IHT Wealth Management, LLC59,855$3.7M0.12%-4,26213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …59,774$3.69M0.1%+3,55913F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC59,686$3.69M0.82%-10,22413F-HRTimeline
BEAM WEALTH ADVISORS, INC.57,908$3.58M1.21%-8,48713F-HRTimeline
World Investment Advisors57,657$3.56M0.09%+2,96813F-HRTimeline
Kohmann Bosshard Financial Services, LLC56,644$3.5M0.41%-1,38613F-HRTimeline
Financial Perspectives, Inc55,887$3.45M1.18%+4,24713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS55,567$3.43M0.14%+1,61313F-HRTimelineGroup
Samalin Investment Counsel, LLC55,225$3.41M1.39%+7,17613F-HRTimeline
IFP Advisors, Inc55,213$3.41M0.11%-1,90913F-HRTimeline
MONEYWISE, INC.53,177$3.29M1.74%+2,07813F-HRTimeline
Beacon Pointe Advisors, LLC52,833$3.26M0.04%-9,00713F-HRTimeline
180 WEALTH ADVISORS, LLC52,881$3.26M0.52%-4,51513F-HRTimeline
Keystone Financial Group52,667$3.25M0.33%-2,51313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC52,619$3.25M0.28%-19,13913F-HR/ATimeline
Guidance Point Advisors, LLC52,514$3.24M0.92%+25813F-HRTimeline
Chicago Partners Investment Group LLC53,345$3.22M0.11%+23,06613F-HRTimeline
Prism Advisors, Inc.52,002$3.21M0.99%-3,21513F-HRTimeline
Intellus Advisors LLC51,818$3.2M0.56%+97513F-HRTimeline
Ring Mountain Capital, LLC51,464$3.18M2.39%+71313F-HRTimeline
Beacon Financial Advisory LLC51,228$3.16M0.96%+15,03513F-HRTimeline
Riverbend Wealth Management, LLC51,183$3.16M2.83%-2,37513F-HRTimeline
Forza Wealth Management, LLC51,093$3.16M1.42%-90013F-HRTimeline
Measured Wealth Private Client Group, L…51,072$3.16M1.01%013F-HRTimeline
MBE Wealth Management, LLC50,936$3.15M1.51%-1,49113F-HRTimeline
HOWE & RUSLING INC50,917$3.15M0.26%+2,65213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC50,795$3.14M<0.01%+4,30913F-HRTimelineGroup
Milestone Asset Management Group, LLC49,099$3.03M2.74%+57113F-HRTimeline
Weaver Consulting Group48,592$3M0.9%-1,37113F-HRTimeline
AE Wealth Management LLC48,144$2.97M0.03%-12,63013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC47,945$2.96M0.16%+2913F-HRTimeline
Verdence Capital Advisors LLC47,469$2.93M0.22%+6,79513F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA47,057$2.91M0.8%-21513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC47,015$2.9M0.04%+1,71113F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC46,470$2.87M0.28%-12913F-HRTimeline
RFG Advisory, LLC46,123$2.85M0.08%-72613F-HRTimeline
Twelve Points Wealth Management LLC45,967$2.84M0.77%-6,80113F-HRTimeline
HBW ADVISORY SERVICES LLC45,835$2.83M0.4%+2,59313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV45,587$2.82M0.22%+4,85713F-HRTimeline
Goldstone Financial Group, LLC45,073$2.78M0.42%-1,03013F-HRTimeline
Centricity Wealth Management, LLC44,890$2.77M2.52%+7,71813F-HRTimeline
Oak Asset Management, LLC44,582$2.75M1.01%-3513F-HRTimeline
SYNOVUS FINANCIAL CORP44,178$2.73M0.04%+51913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC43,904$2.71M0.09%-2,20913F-HRTimeline
Western Wealth Management, LLC43,706$2.7M0.18%+2,39213F-HRTimeline
FSC Wealth Advisors, LLC43,173$2.67M1.75%013F-HRTimeline
Cambridge Financial Group, LLC43,089$2.66M1.13%+19813F-HRTimeline
TOWNSQUARE CAPITAL LLC42,778$2.64M0.03%+3,02513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP42,762$2.64M0.2%-78013F-HRTimeline
Echo Wealth Management, LLC42,570$2.63M1.78%+79413F-HRTimeline
HAZLETT, BURT & WATSON, INC.42,199$2.6M1.17%-49413F-HRTimeline
Larson Financial Group LLC41,752$2.58M0.12%+1,57713F-HRTimeline
KCM INVESTMENT ADVISORS LLC41,218$2.55M0.09%-30013F-HRTimeline
MFA Wealth Services41,203$2.55M2.09%-1,45413F-HRTimeline
AlphaCore Capital LLC41,154$2.54M0.22%new13F-HRTimeline
JB Capital LLC40,917$2.53M0.14%+11,62413F-HRTimeline
Snowden Capital Advisors LLC40,595$2.51M0.08%+6,87713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC40,584$2.51M0.33%-2,31213F-HRTimeline
Old Mission Investment Co LLC40,378$2.49M0.75%+13713F-HRTimeline
GUIDANCE CAPITAL, INC41,027$2.49M0.76%+90613F-HRTimeline
Gunma Bank,Ltd.40,000$2.47M0.8%-65,00013F-HRTimeline
4J Wealth Management LLC39,351$2.43M1.92%-131,60913F-HRTimeline
Heck Capital Advisors, LLC39,306$2.43M0.27%+34,40413F-HRTimeline
Centerpoint Advisory Group39,172$2.42M2.38%+7,81513F-HRTimeline
WBH ADVISORY INC39,020$2.41M0.22%-27,97613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/38,448$2.38M<0.01%+5,53113F-HRTimelineGroup
Bonfire Financial38,445$2.38M2.19%-5,86613F-HRTimeline
CIBC WORLD MARKET INC.38,362$2.37M0.01%+82813F-HRTimeline
GSG Advisors LLC40,077$2.36M0.78%+11813F-HRTimeline
Insight Advisors, LLC/ PA37,740$2.33M0.41%-17313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC37,488$2.32M0.48%013F-HRTimeline
GRIES FINANCIAL LLC37,459$2.31M0.45%+6,37113F-HRTimeline
Endowment Wealth Management, Inc.36,642$2.26M1.46%+3,39013F-HRTimeline
NorthCoast Asset Management LLC36,486$2.25M0.01%-11513F-HR/ATimeline
Prime Capital Investment Advisors, LLC36,383$2.25M0.03%+5,50313F-HRTimeline
Norway Savings Bank36,370$2.25M1.28%+8,39113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …36,402$2.24M0.18%+4,93013F-HRTimeline
Gallacher Capital Management LLC36,184$2.24M1.09%+53013F-HRTimeline
Tennessee Valley Asset Management Partn…36,156$2.23M0.36%+2,73513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,769$2.21M0.01%+3,91813F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC35,692$2.21M0.13%+2,52313F-HRTimeline
WCG Wealth Advisors LLC35,525$2.19M0.17%-4,66813F-HR/ATimeline
Southland Equity Partners LLC35,501$2.19M0.51%-14713F-HRTimeline
Perennial Investment Advisors, LLC35,455$2.19M0.25%+7,16613F-HRTimeline
OMNI 360 Wealth, Inc.35,382$2.19M1.46%+39013F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…35,288$2.18M0.05%-61613F-HRTimelineGroup
Sterling Investment Counsel, LLC35,268$2.18M0.75%+29,35713F-HRTimeline
SevenBridge Financial Group, LLC34,902$2.16M0.43%new13F-HRTimeline
HARBOR ADVISORY CORP /MA/34,660$2.14M0.72%013F-HRTimeline
Financial Insights, Inc.34,586$2.14M0.85%-99413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding34,093$2.11M+2,653Timeline
BAILARD, INC.34,047$2.1M0.05%-35013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP33,889$2.09M<0.01%-26913F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding33,471$2.07M-7,406Timeline
Objective Capital Management, LLC33,275$2.06M2.62%+11613F-HRTimeline
Wealthspire Advisors, LLC33,246$2.05M0.01%+49813F-HRTimeline