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Disclosery

DGRO ISHARES TR

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SHS (fund)

1,332 managers (1,353 13F filers) reported a position in DGRO shares at 2026-06-30, 317,894,321 shares in all. 94 filers opened a position and 65 filers sold out during the quarter.

Managers
1,332
13F filers
1,353
New
94
Added
606
Reduced
403
Sold out
65
Shares held by filers
317,894,321

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Oak Asset Management, LLC46,162$3.5M1.12%+20013F-HRTimeline
Independent Solutions Wealth Management…45,955$3.48M0.45%new13F-HRTimeline
Fermata Advisors, LLC45,675$3.46M0.7%-1,23113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/45,270$3.43M<0.01%+4,92913F-HRTimelineGroup
AE Wealth Management LLC45,256$3.43M0.02%+55913F-HRTimeline
MBE Wealth Management, LLC45,043$3.41M1.2%-94413F-HRTimeline
Vision Retirement, LLC44,911$3.4M0.82%-3213F-HRTimeline
CIBC WORLD MARKET INC.44,905$3.4M0.01%+1,48813F-HRTimeline
Financial Concepts Unlimited, Inc.44,808$3.4M2.66%+38713F-HRTimeline
Oak Barrel Wealth Advisory LLC44,468$3.37M1.49%13F-HRTimeline
Flavin Financial Services, Inc.42,095$3.19M1.82%+1,97713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC42,021$3.18M0.04%+2,01813F-HRTimeline
VestGen Advisors, LLC42,000$3.18M0.09%-1,43013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC41,855$3.17M0.05%+4,54213F-HRTimeline
Storen Legacy Partners, LLC41,709$3.16M0.86%-2,62913F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC41,563$3.15M2.32%+89613F-HRTimeline
Winthrop Advisory Group LLC41,195$3.12M0.21%-3413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC41,018$3.11M0.02%+2,39613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO40,911$3.1M0.01%013F-HRTimelineGroup
Echo Wealth Management, LLC40,792$3.09M1.58%+1,91813F-HRTimeline
WCG Wealth Advisors LLC40,742$3.09M0.07%-5,18413F-HRTimeline
Bonfire Financial40,725$3.09M1.98%+1,06213F-HRTimeline
Summit Wealth Partners, LLC40,612$3.08M0.44%+1,29613F-HRTimeline
Centerpoint Advisory Group40,176$3.04M1.93%+91613F-HRTimeline
Kohmann Bosshard Financial Services, LLC40,174$3.04M0.26%-26113F-HRTimeline
Tennessee Valley Asset Management Partn…39,770$3.01M0.33%+24513F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding39,736$3.01M+1,297Timeline
GSG Advisors LLC39,424$2.99M0.66%-91913F-HRTimeline
Symphony Financial, Ltd. Co.39,197$2.98M0.33%+17,22913F-HRTimeline
Alliance Wealth Management Group39,174$2.97M0.58%+8,91713F-HRTimeline
MFA Wealth Services38,287$2.9M1.73%-11613F-HRTimeline
Thompson David Blair38,080$2.89M1.44%+4,93713F-HRTimeline
AssuredPartners Investment Advisors, LLC37,940$2.88M0.28%+14,53713F-HRTimeline
Forza Wealth Management, LLC37,693$2.86M0.88%013F-HRTimeline
APS Management Group, Inc.37,386$2.83M2.18%-92113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC37,294$2.83M0.35%013F-HRTimeline
Advisory Alpha, LLC36,575$2.77M0.07%-71813F-HRTimeline
Wedmont Private Capital35,791$2.76M0.08%-1,44813F-HRTimeline
Lotus Asset Management LLC36,340$2.75M2.44%13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC36,216$2.74M1.29%+2,84913F-HRTimeline
KCM INVESTMENT ADVISORS LLC35,992$2.73M0.08%-3,00013F-HRTimeline
Counterweight Ventures, LLC35,966$2.73M1.36%-31413F-HRTimeline
Old Mission Investment Co LLC35,602$2.7M0.56%-1,12913F-HRTimeline
CoreCap Advisors, LLC35,556$2.69M0.08%+1,88213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC35,482$2.69M0.01%+7,38713F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.34,471$2.61M2.03%+6,35813F-HRTimeline
Ruggaard & Associates LLC34,276$2.6M0.93%+3,63413F-HRTimeline
Fingerlakes Wealth Management, Inc.34,075$2.58M1.39%+2,83913F-HRTimeline
Probity Advisors, Inc.33,959$2.57M0.37%-50813F-HRTimeline
Fulton Bank, N.A.33,720$2.56M0.08%new13F-HRTimeline
Crewe Advisors LLC33,384$2.53M0.18%+2,28213F-HRTimeline
BEACON FINANCIAL PLANNING, INC33,163$2.51M0.85%+1,75713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC33,120$2.51M<0.01%-1,27513F-HRTimelineGroup
Westfuller Advisors, LLC32,935$2.5M0.91%+86213F-HRTimeline
Financial Insights, Inc.32,636$2.47M0.65%-37413F-HRTimeline
TD Capital Management LLC32,542$2.47M0.2%-54513F-HRTimeline
Southland Equity Partners LLC32,501$2.46M0.43%-8613F-HRTimeline
Gallacher Capital Management LLC32,201$2.44M1.37%+2013F-HRTimeline
HAZLETT, BURT & WATSON, INC.32,095$2.43M0.65%-2,95213F-HRTimeline
OMNI 360 Wealth, Inc.32,009$2.43M1.12%-6,89513F-HRTimeline
OpenArc Corporate Advisory, LLC31,763$2.41M0.03%+2,79713F-HRTimeline
Global Wealth Management Investment Adv…31,743$2.41M0.34%+1,24513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…31,500$2.39M<0.01%+2,00013F-HRTimelineGroup
Bouvel Investment Partners, LLC31,473$2.39M0.54%+97013F-HRTimeline
Objective Capital Management, LLC31,447$2.38M2.12%+85313F-HRTimeline
Post Resch Tallon Group Inc.31,350$2.38M1.64%+70313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding31,100$2.36M-2,483Timeline
MidAtlantic Capital Management, Inc.31,009$2.35M1.46%+613F-HRTimeline
Patriot Financial Group Insurance Agenc…30,914$2.34M0.24%-31,33413F-HRTimeline
BAILARD, INC.30,906$2.34M0.05%+1,55513F-HRTimeline
Sterling Wealth Advisors Inc30,897$2.34M1.27%013F-HRTimeline
Selby Wealth Management, LLC30,487$2.31M0.82%-4613F-HRTimeline
Curated Wealth Partners LLC30,460$2.31M0.27%013F-HR/ATimeline
Sowa Financial Group, Inc.30,382$2.3M1.07%-27313F-HRTimeline
Sterling Investment Counsel, LLC30,186$2.29M0.54%-47013F-HRTimeline
Centurion Wealth Management LLC30,143$2.28M0.55%+35913F-HRTimeline
McKinley Carter Wealth Services, Inc.30,068$2.28M0.12%+42913F-HRTimeline
Keudell/Morrison Wealth Management30,036$2.28M0.43%013F-HRTimeline
LMCG INVESTMENTS, LLC29,794$2.26M0.12%-56813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC29,695$2.25M0.18%+78313F-HRTimeline
First Bancorp, Inc /ME/29,678$2.25M0.89%+3,34713F-HRTimeline
Pacific Park Financial, Inc.29,434$2.23M1.29%+13,57813F-HRTimeline
WHALEROCK POINT PARTNERS, LLC29,418$2.23M0.38%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management29,359$2.23M0.07%+83213F-HRTimelineGroup
Anchor Investment Management, LLC29,351$2.22M0.17%+1,07313F-HRTimeline
Gateway Wealth Partners, LLC28,867$2.19M0.13%-24,11913F-HRTimeline
Core Wealth Advisors, Inc.28,848$2.19M0.44%+21,93113F-HRTimeline
Northside Capital Management, LLC28,700$2.18M0.18%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.28,545$2.16M0.18%-17,19113F-HRTimelineGroup
BLUEDOOR PRIVATE WEALTH, LLC28,532$2.16M0.91%+29013F-HRTimeline
Ellis Investment Partners, LLC28,453$2.16M0.33%-44613F-HRTimeline
Prism Advisors, Inc.28,216$2.14M0.52%+21413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC28,174$2.14M0.38%+4213F-HRTimeline
Compound Planning, Inc.28,000$2.12M0.06%-1,96613F-HRTimeline
Gouws Capital LLC27,685$2.1M0.98%-89413F-HRTimeline
Rodgers & Associates, LTD27,680$2.1M0.19%-52313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC27,672$2.1M0.04%+30513F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC27,412$2.08M0.59%+7,80513F-HRTimeline
180 WEALTH ADVISORS, LLC27,342$2.07M0.21%-7,11313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…27,246$2.06M0.04%+17913F-HRTimelineGroup
Sound Stewardship, LLC27,208$2.06M0.85%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…27,194$2.06M<0.01%-1,25713F-HRTimelineGroup
Emissary Wealth LLC27,072$2.05M1.56%-1,15513F-HRTimeline
Venture Visionary Partners LLC27,010$2.05M0.06%+3,95313F-HRTimeline
Retirement Planning Group, LLC26,765$2.03M0.05%-4,28913F-HRTimeline
Beckerman Institutional, LLC26,736$2.03M0.96%-3913F-HRTimeline
Clear Creek Financial Management, LLC26,375$2M0.13%+91013F-HRTimeline
Onyx Bridge Wealth Group LLC26,278$1.99M0.18%-1,46213F-HRTimeline
USAdvisors Wealth Management, LLC26,269$1.99M0.57%+37113F-HRTimeline
Williams & Novak Wealth Management, LLC26,172$1.98M1.33%-1,09613F-HRTimeline
CAMDEN NATIONAL BANK26,139$1.98M0.26%-16513F-HRTimeline
Mendel Money Management25,915$1.96M0.72%+3,15213F-HRTimeline
PFG Advisors25,656$1.94M0.1%+20213F-HRTimeline
Certified Advisory Corp25,601$1.94M0.16%+8213F-HRTimeline
Biondo Investment Advisors, LLC25,348$1.92M0.24%+42013F-HRTimeline
SCOTIA CAPITAL INC.25,065$1.9M0.01%-64513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.25,062$1.9M0.02%-1,92413F-HRTimelineGroup
Jackson Wealth Management, LLC24,927$1.89M1.11%-206,08313F-HRTimeline
Decker Retirement Planning Inc.24,706$1.87M0.64%+3,84313F-HRTimeline
NOTTINGHAM ADVISORS, INC.24,121$1.85M0.22%013F-HRTimeline
DecisionMap Wealth Management, LLC24,390$1.85M1.03%+2,18413F-HRTimeline
ROMAN BUTLER FULLERTON & CO23,924$1.85M0.44%+1,87613F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC24,266$1.84M0.15%-78913F-HRTimelineGroup
First National Trust Co23,994$1.82M0.06%+18813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP23,740$1.8M0.02%+4,91813F-HRTimeline
IFG Advisory, LLC23,732$1.8M0.06%new13F-HRTimeline
Kapstone Financial Advisors LLC23,729$1.8M0.75%+22113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding23,643$1.79M-6,798Timeline
Legacy Wealth Advisors, LLC23,617$1.79M0.77%013F-HRTimeline
Claro Advisors Inc.23,609$1.79M0.19%+4,66513F-HRTimeline
Ranch Capital Advisors Inc.23,555$1.79M0.57%+1,28113F-HRTimeline
Grey Ledge Advisors, LLC23,542$1.78M0.36%-15013F-HRTimeline
UPTICK PARTNERS, LLC23,410$1.77M0.28%+3,60213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA22,924$1.74M0.01%013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…22,894$1.74M0.1%-1,15913F-HRTimeline
Addison Capital Co22,654$1.72M0.28%+4,93913F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC22,615$1.71M1.19%+47513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,537$1.71M0.04%-10,68613F-HRTimelineGroup
Financial Engines Advisors L.L.C.22,522$1.71M<0.01%-49113F-HRTimeline
Empowered Funds, LLC22,468$1.7M0.01%-76113F-HRTimeline
Joel Isaacson & Co., LLC22,422$1.7M0.05%-1,80513F-HRTimeline
Pine Harbor Wealth Management, LLC22,225$1.68M0.45%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…22,102$1.68M0.57%+13613F-HRTimeline
RWA WEALTH PARTNERS, LLC22,054$1.67M0.02%+76913F-HRTimeline
Cambria Investment Management, L.P.22,017$1.67M0.08%-19213F-HRTimeline
Teamwork Financial Advisors, LLC21,962$1.66M0.16%+1,00913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…21,667$1.64M0.01%+7,36813F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC21,655$1.64M0.07%+1,58313F-HRTimeline
Mayflower Financial Advisors, LLC21,610$1.64M0.14%-17213F-HRTimeline
ARWA LLC21,050$1.63M0.68%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC21,418$1.62M0.51%-76213F-HRTimeline
Pallas Capital Advisors LLC21,370$1.62M0.05%+81413F-HRTimeline
Fort Point Capital Partners LLC21,277$1.61M0.17%+5,00613F-HRTimeline
TIAAgroup of 3 filers holding21,261$1.61M+9,641Timeline
Investment Partners Asset Management, I…21,168$1.6M0.9%+3,36913F-HRTimeline
Quadrant Private Wealth Management, LLC21,158$1.6M0.36%+1,03513F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC20,978$1.59M1.1%+2,75313F-HRTimeline
Pasadena Private Wealth, LLC20,896$1.58M0.2%+3,28613F-HRTimeline
Occidental Asset Management, LLC20,888$1.58M0.16%013F-HRTimeline
Parallel Advisors, LLC20,604$1.56M0.02%+4,40113F-HRTimeline
Ausdal Financial Partners, Inc.20,530$1.56M0.06%+52713F-HRTimeline
Clearstead Advisors, LLC20,241$1.53M0.01%+14,10713F-HRTimeline
Alteri Wealth LLC20,190$1.53M0.42%+44913F-HRTimeline
Fiduciary Group, LLC20,126$1.53M0.12%-1,65313F-HRTimeline
Opulen Financial Group LLC20,065$1.52M0.96%+9913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,933$1.52M0.09%+8,24213F-HRTimeline
BEAM WEALTH ADVISORS, INC.19,905$1.51M0.33%-1,35713F-HR/ATimeline
Prime Capital Investment Advisors, LLC19,838$1.5M0.01%-1,24513F-HRTimeline
Signal Advisors Wealth, LLC19,767$1.5M0.08%+39713F-HRTimeline
Cedarwood Wealth LLC19,624$1.49M1.12%+2,39713F-HRTimeline
Insight Advisors, LLC/ PA19,431$1.47M0.26%+1,06713F-HRTimeline
High Net Worth Advisory Group LLC19,127$1.45M0.31%013F-HRTimeline
Summit Financial Wealth Advisors, LLC19,117$1.45M0.19%+3713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…19,084$1.45M0.09%+1,64313F-HRTimeline
Icon Wealth Advisors, LLC19,024$1.44M0.09%-41813F-HRTimeline
Prairie Wealth Advisors, Inc.0$1.44M0.34%new13F-HRTimelineAmount filed as zero, left out of ratios.
VALLEY NATIONAL ADVISERS INC18,910$1.43M0.16%+15613F-HRTimeline
CRA Financial Services, LLC18,806$1.43M0.16%-1,63713F-HRTimeline
HARBOR ADVISORY CORP /MA/18,756$1.42M0.38%-56713F-HRTimeline
Koshinski Asset Management, Inc.18,735$1.42M0.08%+72313F-HRTimeline
BOS Asset Management, LLC18,568$1.41M0.33%+1,25913F-HRTimeline
Avantra Family Wealth, Inc.18,467$1.4M0.89%+29413F-HRTimeline
Bluesphere Advisors LLC18,399$1.39M0.43%+2,78013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…18,147$1.38M0.93%013F-HRTimeline
Elite Financial, Inc.18,106$1.37M0.55%013F-HRTimeline
Immaculate Wealth Management LLC18,100$1.37M9.29%+26813F-HRTimeline
NWAM LLC18,096$1.37M0.07%+3713F-HRTimeline
McLean Asset Management Corp17,547$1.37M0.18%+38513F-HRTimeline
NCM Capital Management, LLC17,859$1.35M0.42%-86013F-HRTimeline
NORDEN GROUP LLC17,673$1.34M0.11%+6213F-HRTimeline
Worth Asset Management, LLC17,670$1.34M0.43%+2,65313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC17,610$1.33M0.08%-7013F-HRTimeline
Sound Financial Strategies Group, LLC17,593$1.33M0.85%+24713F-HRTimeline
Capital Investment Advisory Services, L…17,446$1.32M0.08%-2,26813F-HRTimeline
PRIVATE TRUST CO NA17,438$1.32M0.11%+1,39013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.17,426$1.32M0.03%new13F-HRTimelineGroup
Brio Consultants, LLC17,414$1.32M0.15%-43513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC17,376$1.32M0.01%+4,59213F-HRTimeline
EHRLICH FINANCIAL GROUP17,295$1.31M0.67%-25613F-HRTimeline
Wealth Management Associates, Inc.17,266$1.31M0.36%+21113F-HRTimeline