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Disclosery

DGRO ISHARES TR

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SHS (fund)

1,152 managers (1,164 13F filers) reported a position in DGRO shares at 2025-06-30, 279,473,530 shares in all. 99 filers opened a position and 61 filers sold out during the quarter.

Managers
1,152
13F filers
1,164
New
99
Added
525
Reduced
350
Sold out
61
Shares held by filers
279,473,530

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Crumly & Associates Inc.123,989$7.93M1.93%-8,74713F-HRTimeline
Royal Fund Management, LLC123,376$7.89M0.84%+2,07113F-HRTimeline
Crews Bank & Trust122,236$7.82M1.23%+15,47513F-HRTimeline
Physician Wealth Advisors, Inc.120,388$7.7M1.21%-2,55213F-HRTimeline
DAVIDSON INVESTMENT ADVISORS120,349$7.7M0.35%-1,17213F-HRTimeline
Aprio Wealth Management, LLC119,762$7.66M0.86%+2,75713F-HRTimeline
YARGER WEALTH STRATEGIES, LLC119,616$7.65M4%+2,14413F-HRTimeline
Merit Financial Group, LLC119,493$7.64M0.09%+20,95513F-HRTimeline
IEQ CAPITAL, LLC118,919$7.6M0.05%-13,65113F-HRTimeline
Asset Dedication, LLC118,356$7.57M0.55%+20,86713F-HRTimeline
Meridian Financial Advisors, LLC118,024$7.55M4.88%+3,45113F-HRTimeline
Talisman Wealth Advisors LLC117,330$7.5M6.85%+9,07813F-HRTimeline
Avidian Wealth Enterprises, LLC117,214$7.49M0.3%+4,21013F-HRTimeline
Arkos Global Advisors116,999$7.48M1.04%-3,81013F-HRTimeline
HF Advisory Group, LLC116,472$7.45M2.94%+9,20713F-HRTimeline
Coastal Bridge Advisors, LLC116,325$7.44M0.62%+1,66613F-HRTimeline
B. Riley Wealth Advisors, Inc.116,307$7.44M0.36%-1,77113F-HRTimeline
Sequoia Financial Advisors, LLC115,151$7.36M0.05%+40,66113F-HRTimeline
Matisse Capital115,133$7.36M3.48%+6913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP115,100$7.36M<0.01%+37,81813F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV113,715$7.27M1.47%+7,24413F-HRTimeline
Valmark Advisers, Inc.113,299$7.24M0.1%+5,78813F-HRTimeline
Lineweaver Wealth Advisors, LLC112,496$7.19M1.14%+5713F-HRTimeline
D.A. DAVIDSON & CO.112,359$7.18M0.05%-5,82613F-HRTimeline
Alhambra Investment Management LLC111,102$7.1M3.52%+1813F-HRTimeline
Stonebridge Financial Planning Group, L…109,995$7.03M2.94%+3,89013F-HRTimeline
Houlihan Financial Resource Group, Ltd.107,036$6.88M2.85%-1,05913F-HRTimeline
Johnson & White Wealth Management, LLC107,041$6.84M3.45%+7,65013F-HRTimeline
Integrated Investment Consultants, LLC106,841$6.83M1.34%+15,43513F-HRTimeline
Connecticut Wealth Management, LLC106,226$6.79M0.32%-1,24813F-HRTimeline
Fiduciary Alliance LLC105,157$6.72M0.5%new13F-HRTimeline
Quad-Cities Investment Group, LLC104,665$6.69M3.04%+2,99513F-HRTimeline
ADG Wealth Management Group, LLC104,449$6.68M5.69%-4,34213F-HRTimeline
Hoese & Co LLP103,877$6.64M5.36%+1,36213F-HRTimeline
Hubbell Strickland Wealth Management, L…103,768$6.63M2.93%+8,54213F-HRTimeline
LGL PARTNERS, LLC101,716$6.59M2.93%-18413F-HRTimeline
WBH ADVISORY INC103,054$6.59M0.56%+64,03413F-HRTimeline
Autumn Glory Partners, LLC102,409$6.55M3.06%-4,56413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…101,380$6.48M0.01%+14,66113F-HR/ATimelineGroup
Graypoint LLC101,139$6.47M0.36%+3,06713F-HRTimeline
Professional Financial Advisors, LLC100,024$6.4M1.48%+4,24313F-HRTimeline
MGO ONE SEVEN LLC99,259$6.35M0.2%+10,54813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI96,951$6.2M0.38%+3,92713F-HRTimeline
EP Wealth Advisors, LLC96,389$6.16M0.04%-14,63913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp95,913$6.13M0.27%+28,60113F-HRTimelineGroup
CW Advisors, LLC95,908$6.13M0.06%+1,87213F-HRTimeline
Stephens Consulting, LLC94,367$6.03M1.44%-7,26413F-HRTimeline
Good Life Advisors, LLC93,346$5.97M0.37%+6,62413F-HRTimeline
NewEdge Wealth, LLC90,988$5.9M0.09%-96613F-HRTimeline
AtlasMark Financial, Inc91,992$5.88M4.47%+2,64213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC91,533$5.85M2.21%-4,42713F-HRTimeline
Cresset Asset Management, LLC91,492$5.85M0.03%-20,42913F-HR/ATimeline
Geneos Wealth Management Inc.90,761$5.8M0.14%-45,15913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…90,593$5.79M0.05%-3,40713F-HRTimelineGroup
Csenge Advisory Group92,849$5.77M0.3%-82913F-HRTimeline
SMITH, MOORE & CO.89,484$5.72M0.48%-2,24013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\89,249$5.71M0.01%+1,15413F-HRTimelineGroup
Mill Creek Capital Advisors, LLC89,122$5.7M0.13%+7,66213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC88,970$5.69M0.11%-14,90813F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT87,705$5.61M0.66%+4,43513F-HRTimeline
Larson Financial Group LLC87,268$5.58M0.22%+45,51613F-HRTimeline
Cascade Financial Partners, LLC84,983$5.43M0.65%+4,19413F-HRTimeline
Visionary Wealth Advisors84,462$5.4M0.28%+14713F-HRTimeline
BLAIR WILLIAM & CO/IL83,689$5.35M0.01%+6,42713F-HRTimeline
HARBOUR INVESTMENTS, INC.83,270$5.32M0.13%+5,38713F-HRTimeline
Wela Strategies, Inc.81,979$5.24M2.07%-45213F-HRTimeline
Cornell Pochily Investment Advisors, In…81,630$5.22M1.71%+3,62213F-HRTimeline
JPL Wealth Management, LLC81,511$5.21M1.41%+1,10913F-HRTimeline
TME FINANCIAL, INC.80,934$5.17M4.18%+9,16613F-HRTimeline
Gunma Bank,Ltd.80,000$5.12M1.67%+40,00013F-HRTimeline
CWM, LLCin group CWM, LLC78,707$5.03M0.02%+6,60213F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC78,568$5.02M3.3%+14,28413F-HRTimeline
Sunbelt Securities, Inc.81,514$5M0.44%+54413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC77,878$4.98M0.38%-11,62113F-HRTimeline
PACIFIC FINANCIAL GROUP INC77,380$4.95M3.86%+1,01513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…76,937$4.92M0.18%+4,50513F-HRTimelineGroup
Towercrest Capital Management76,779$4.91M0.88%+13113F-HRTimeline
LexAurum Advisors, LLC75,362$4.82M0.76%+8,04713F-HRTimeline
IHT Wealth Management, LLC75,347$4.82M0.13%+15,49213F-HRTimeline
PINNACLE ASSOCIATES LTD75,170$4.81M0.07%+1,93513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC74,970$4.79M0.97%+15,28413F-HRTimeline
Forbes Financial Planning, Inc.74,865$4.79M3.23%+4,58613F-HRTimeline
Red Tortoise LLC74,621$4.77M2.33%+38513F-HRTimeline
World Investment Advisors73,561$4.7M0.11%+15,90413F-HRTimeline
Vista Cima Wealth Management LLC73,051$4.67M4.37%+2,28913F-HRTimeline
Glen Eagle Advisors, LLC71,865$4.6M0.71%-21,08013F-HRTimeline
Veltria Advisors Corp.71,200$4.55M3.04%new13F-HRTimeline
Tranquility Partners, LLC70,772$4.53M1.62%+2113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC70,554$4.51M0.01%-5,12113F-HRTimelineGroup
Thrive Capital Management, LLC70,348$4.5M1.41%new13F-HRTimeline
CPC Advisors, LLC69,716$4.46M0.56%+2,84013F-HRTimeline
GAMMA Investing LLC69,474$4.44M0.28%+8,84813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…69,088$4.42M0.1%-6,24213F-HRTimelineGroup
Smith Thornton Advisors LLC68,095$4.35M2.5%+97913F-HRTimeline
Arete Wealth Advisors, LLC67,152$4.29M0.3%-3,07613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …66,886$4.28M0.1%+7,11213F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC66,833$4.27M0.38%+20,36313F-HRTimeline
Innovative Wealth Building LLC65,337$4.18M3.46%-4,82013F-HRTimeline
Herold Advisors, Inc.64,545$4.13M0.87%-3,54213F-HRTimeline
Financial Advocates Investment Manageme…63,666$4.1M0.33%+2,81513F-HRTimeline
INTEGRITY ALLIANCE, LLC.63,715$4.07M0.22%-6,96513F-HRTimeline
Family Legacy, Inc.63,393$4.05M1.32%+80013F-HRTimeline
Samalin Investment Counsel, LLC63,150$4.04M1.55%+7,92513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS62,670$4.01M0.15%+7,10313F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC62,164$3.97M1.58%-1,73713F-HRTimeline
Financial Perspectives, Inc62,143$3.97M1.2%+6,25613F-HRTimeline
RFG Advisory, LLC62,009$3.96M0.09%+15,88613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC61,984$3.96M0.28%-3,14913F-HRTimeline
RVW Wealth, LLC61,693$3.94M0.33%+58,04913F-HRTimeline
Vantage Financial Partners, LLC60,669$3.88M0.9%new13F-HRTimeline
CALTON & ASSOCIATES, INC.59,422$3.8M0.66%+54,42513F-HRTimeline
IFP Advisors, Inc58,146$3.72M0.11%+2,93313F-HRTimeline
Measured Wealth Private Client Group, L…57,981$3.71M1.11%+6,90913F-HRTimeline
Kohmann Bosshard Financial Services, LLC56,644$3.62M0.4%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC56,257$3.6M0.01%+20,48813F-HRTimelineGroup
Beacon Financial Advisory LLC55,749$3.56M0.92%+4,52113F-HRTimeline
Lantern Wealth Advisors, LLC55,538$3.55M2.11%13F-HRTimeline
Chicago Partners Investment Group LLC53,656$3.53M0.1%+31113F-HRTimeline
HOWE & RUSLING INC54,708$3.5M0.26%+3,79113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC54,517$3.49M0.27%+1,89813F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…54,500$3.48M0.01%-363,56313F-HRTimelineGroup
Fermata Advisors, LLC54,216$3.47M0.93%-5,71713F-HRTimeline
Centricity Wealth Management, LLC53,529$3.42M2.74%+8,63913F-HRTimeline
Verdence Capital Advisors LLC53,163$3.4M0.23%+5,69413F-HRTimeline
Intellus Advisors LLC52,894$3.38M0.5%+1,07613F-HRTimeline
Guidance Point Advisors, LLC52,783$3.37M0.87%+26913F-HRTimeline
Ring Mountain Capital, LLC52,056$3.37M2.05%+59213F-HRTimeline
Milestone Asset Management Group, LLC52,218$3.34M2.47%+3,11913F-HRTimeline
Prism Advisors, Inc.52,003$3.33M0.95%+113F-HRTimeline
Riverbend Wealth Management, LLC51,582$3.3M2.5%+39913F-HRTimeline
GUIDANCE CAPITAL, INC51,385$3.3M0.94%+10,35813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC51,460$3.29M<0.01%+66513F-HRTimelineGroup
Keystone Financial Group50,732$3.24M0.29%-1,93513F-HRTimeline
Invst, LLC50,084$3.2M0.4%+24,38013F-HRTimeline
MBE Wealth Management, LLC49,835$3.19M1.39%-1,10113F-HRTimeline
Goldstone Financial Group, LLC48,807$3.18M0.42%+3,73413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC49,358$3.16M0.04%+2,34313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/48,384$3.09M<0.01%+9,93613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV48,322$3.09M0.22%+2,73513F-HRTimeline
Twelve Points Wealth Management LLC48,139$3.08M0.83%+2,17213F-HRTimeline
Cambridge Financial Group, LLC47,785$3.06M1.15%+4,69613F-HRTimeline
Weaver Consulting Group47,413$3.03M0.84%-1,17913F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA47,114$3.01M0.73%+5713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC46,900$3M0.14%-1,04513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC45,674$2.92M0.23%+13,69913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC45,023$2.88M0.08%+1,11913F-HRTimeline
Oak Asset Management, LLC44,872$2.87M1.03%+29013F-HRTimeline
SYNOVUS FINANCIAL CORP44,522$2.85M0.03%+34413F-HRTimeline
Snowden Capital Advisors LLC44,476$2.84M0.08%+3,88113F-HRTimeline
Norway Savings Bank43,944$2.81M1.44%+7,57413F-HRTimeline
180 WEALTH ADVISORS, LLC43,853$2.8M0.39%-9,02813F-HRTimeline
Western Wealth Management, LLC43,353$2.77M0.16%-35313F-HRTimeline
FSC Wealth Advisors, LLC43,173$2.76M1.74%013F-HR/ATimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC42,678$2.73M0.05%+19,37613F-HRTimeline
Echo Wealth Management, LLC42,637$2.73M1.67%+6713F-HRTimeline
MFA Wealth Services42,061$2.69M2.02%+85813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC41,108$2.63M0.3%+52413F-HRTimeline
Beacon Pointe Advisors, LLC41,061$2.63M0.03%-11,77213F-HRTimeline
Perennial Investment Advisors, LLC40,815$2.61M0.25%+5,36013F-HRTimeline
AlphaCore Capital LLC40,789$2.61M0.1%-36513F-HRTimeline
Accretive Wealth Partners, LLC40,522$2.59M0.85%+21,69913F-HRTimeline
Winthrop Advisory Group LLC40,208$2.57M0.25%new13F-HRTimeline
Leo Wealth, LLC40,203$2.57M0.2%+36,94813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP40,122$2.57M0.06%+29,42113F-HRTimeline
HAZLETT, BURT & WATSON, INC.40,133$2.56M1.05%-2,06613F-HRTimeline
SevenBridge Financial Group, LLC38,643$2.54M0.45%+3,74113F-HRTimeline
KCM INVESTMENT ADVISORS LLC39,593$2.53M0.08%-1,62513F-HRTimeline
GSG Advisors LLC39,414$2.52M0.73%-66313F-HRTimeline
Endowment Wealth Management, Inc.39,329$2.51M1.3%+2,68713F-HRTimeline
Old Mission Investment Co LLC39,046$2.5M0.68%-1,33213F-HRTimeline
4J Wealth Management LLC38,778$2.48M1.67%-57313F-HRTimeline
Summit Wealth Partners, LLC38,484$2.46M0.47%+10,06513F-HRTimeline
Bonfire Financial38,480$2.46M2.02%+3513F-HRTimeline
JB Capital LLC38,204$2.44M0.12%-2,71313F-HRTimeline
CIBC WORLD MARKET INC.38,193$2.44M0.01%-16913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …37,934$2.43M0.16%+1,53213F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP37,796$2.42M0.16%-4,96613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37,671$2.41M0.02%+16,41713F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC37,488$2.4M0.45%013F-HRTimeline
Forza Wealth Management, LLC37,298$2.38M0.98%-13,79513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding37,267$2.38M+3,796Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…37,006$2.37M0.05%+1,71813F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.36,803$2.35M0.15%+17,14413F-HRTimelineGroup
WCG Wealth Advisors LLC36,753$2.35M0.15%+1,22813F-HRTimeline
CVA Family Office, LLC36,720$2.35M0.33%+11,67613F-HRTimeline
Atwater Malick LLC36,604$2.34M0.74%+12,21013F-HRTimeline
GRIES FINANCIAL LLC36,511$2.33M0.42%-94813F-HRTimeline
Centerpoint Advisory Group36,229$2.32M2.01%-2,94313F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC36,188$2.31M2.11%+8,52713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC35,935$2.3M<0.01%+2,84813F-HR/ATimelineGroup
OMNI 360 Wealth, Inc.35,924$2.3M1.43%+54213F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP35,514$2.27M<0.01%+1,62513F-HR/ATimelineGroup
Southland Equity Partners LLC34,539$2.21M0.48%-96213F-HRTimeline
BAILARD, INC.34,510$2.21M0.05%+46313F-HRTimeline
NorthCoast Asset Management LLC34,442$2.2M0.01%-2,04413F-HRTimeline
Financial Insights, Inc.34,146$2.18M0.8%-44013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding33,907$2.17M-186Timeline
HARBOR ADVISORY CORP /MA/33,534$2.14M0.68%-1,12613F-HRTimeline
HBW ADVISORY SERVICES LLC33,427$2.14M0.26%-12,40813F-HRTimeline
Objective Capital Management, LLC33,389$2.13M2.4%+11413F-HRTimeline