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Disclosery

DGRO ISHARES TR

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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
Corient Private Wealth LPin group Corient Private Wealth LP34,158$2.1M<0.01%-150,35713F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC33,902$2.08M<0.01%+76813F-HRTimelineGroup
TD Capital Management LLC33,791$2.07M0.21%-10,06013F-HRTimeline
Snowden Capital Advisors LLC33,718$2.07M0.06%+7,04613F-HRTimeline
Tennessee Valley Asset Management Partn…33,421$2.05M0.34%+71913F-HRTimeline
Endowment Wealth Management, Inc.33,252$2.04M1.37%+3,55613F-HRTimeline
CoreCap Advisors, LLC33,180$2.04M0.09%+99113F-HRTimeline
Bryn Mawr Trust Advisors, LLC33,169$2.03M0.11%+3,15013F-HR/ATimeline
Objective Capital Management, LLC33,159$2.03M1.36%+1,94013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC33,068$2.03M0.15%-15,21813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/32,917$2.02M<0.01%+1,08513F-HRTimelineGroup
Curated Wealth Partners LLC32,836$2.01M0.23%+91613F-HRTimeline
Wealthspire Advisors, LLC32,748$2.01M0.02%+48713F-HRTimeline
Sterling Wealth Advisors Inc32,097$1.97M1.54%13F-HRTimeline
Sound Stewardship, LLC31,894$1.96M1.16%-1,67213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC31,851$1.95M0.01%-18,98413F-HRTimelineGroup
SCOTIA CAPITAL INC.31,721$1.95M0.01%+11513F-HRTimeline
Advisory Alpha, LLC31,543$1.93M0.07%-16813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …31,472$1.93M0.16%-83113F-HR/ATimeline
Apollon Wealth Management, LLCgroup of 2 filers holding31,440$1.93M+5,829Timeline
Centerpoint Advisory Group31,357$1.92M1.86%13F-HRTimeline
Williams & Novak Wealth Management, LLC31,311$1.92M1.85%+97913F-HRTimeline
GRIES FINANCIAL LLC31,088$1.91M0.34%+58213F-HRTimeline
Prime Capital Investment Advisors, LLC30,880$1.89M0.03%-1,66513F-HRTimeline
Strategic Blueprint, LLC30,623$1.88M0.11%+9,80913F-HRTimeline
Centurion Wealth Management LLC30,426$1.87M0.58%+37913F-HRTimeline
Chicago Partners Investment Group LLC30,279$1.86M0.06%+68913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC29,622$1.82M0.45%+2,28313F-HRTimeline
John W. Brooker & Co., CPAs29,581$1.81M0.78%-46813F-HRTimeline
JB Capital LLC29,293$1.8M0.1%+5,77713F-HRTimeline
Rodgers & Associates, LTD29,161$1.79M0.21%-71413F-HRTimeline
Sowa Financial Group, Inc.28,805$1.77M1.11%-6,74813F-HRTimeline
MidAtlantic Capital Management, Inc.28,722$1.76M1.29%+1,29513F-HRTimeline
Northside Capital Management, LLC28,701$1.76M0.47%013F-HRTimeline
Compound Planning, Inc.28,617$1.76M0.09%-1613F-HRTimeline
Merkkuri Wealth Advisors LLC28,344$1.74M1.38%-1313F-HRTimeline
Perennial Investment Advisors, LLC28,289$1.74M0.2%-1,62913F-HRTimeline
Quest 10 Wealth Builders, Inc.28,238$1.73M1.72%13F-HRTimeline
LMCG INVESTMENTS, LLC28,177$1.73M0.11%+3,92813F-HRTimeline
Norway Savings Bank27,979$1.72M0.95%+21,43313F-HRTimeline
Certified Advisory Corp27,976$1.72M0.19%-14713F-HRTimeline
Haverford Trust Co27,933$1.71M0.02%+40113F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC27,791$1.7M0.08%013F-HRTimeline
Prepared Retirement Institute LLC27,733$1.7M0.97%-1,85013F-HRTimeline
USAdvisors Wealth Management, LLC27,713$1.7M0.55%+22813F-HRTimeline
360 Financial, Inc.27,623$1.69M0.62%-12,40113F-HRTimeline
ShoreHaven Wealth Partners, LLC27,504$1.69M0.8%-8,83613F-HRTimeline
McKinley Carter Wealth Services, Inc.27,348$1.68M0.1%-2,00613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management27,235$1.67M0.05%+7,20113F-HRTimelineGroup
Counterweight Ventures, LLC27,031$1.66M1.17%+34913F-HRTimeline
Mendel Money Management27,015$1.66M0.74%-313F-HRTimeline
Keudell/Morrison Wealth Management27,014$1.66M0.43%013F-HRTimeline
Beckerman Institutional, LLC26,792$1.64M1.32%-30313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC26,474$1.62M0.38%013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC26,382$1.62M1.53%13F-HRTimeline
DOHJ, LLC26,247$1.61M0.37%+44913F-HRTimeline
Post Resch Tallon Group Inc.26,257$1.6M1.54%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,098$1.6M0.05%+6,59413F-HRTimelineGroup
Kapstone Financial Advisors LLC25,254$1.59M0.85%013F-HRTimeline
Anchor Investment Management, LLC25,961$1.59M0.15%-31013F-HRTimeline
Clear Creek Financial Management, LLC25,959$1.59M0.17%+2,22213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC25,919$1.59M0.02%+40113F-HRTimeline
Freestate Advisors LLC25,659$1.57M1.63%+12213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC25,653$1.57M0.06%-54713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp25,611$1.57M0.1%+8,55013F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC25,584$1.57M0.36%+38913F-HRTimeline
Capital International Investorsin group Capital International Investo…25,510$1.56M<0.01%+20,76113F-HRTimelineGroup
Crewe Advisors LLC25,442$1.56M0.22%-20,05013F-HRTimeline
Gouws Capital LLC25,345$1.55M1.07%-1013F-HRTimeline
Consolidated Portfolio Review Corp25,318$1.55M0.25%+99713F-HRTimeline
INVESTMENT PARTNERS, LTD.25,109$1.54M0.63%+3213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,070$1.54M0.02%-47813F-HRTimelineGroup
Bouvel Investment Partners, LLC24,948$1.53M0.55%-71913F-HRTimeline
Carr Financial Group Corp24,847$1.52M0.48%+91013F-HRTimeline
PFG Advisors24,774$1.52M0.09%+57113F-HRTimeline
Grey Ledge Advisors, LLC24,756$1.52M0.39%+7,38913F-HRTimeline
NORDEN GROUP LLC24,668$1.51M0.17%+4,88513F-HRTimeline
Flavin Financial Services, Inc.24,572$1.51M1.43%13F-HR/ATimeline
Biondo Investment Advisors, LLC24,318$1.49M0.21%-37013F-HRTimeline
Fiduciary Group, LLC24,139$1.48M0.15%-81513F-HRTimeline
Claro Advisors Inc.24,057$1.48M0.2%-16,73513F-HRTimeline
NOTTINGHAM ADVISORS, INC.23,948$1.47M0.19%-4313F-HRTimeline
ROMAN BUTLER FULLERTON & CO22,993$1.46M0.46%+18613F-HRTimeline
Global Wealth Management Investment Adv…23,512$1.44M0.3%+3,55813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…23,478$1.44M0.11%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.23,343$1.43M<0.01%+3,59113F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.23,092$1.42M0.02%+9,82113F-HRTimelineGroup
Summit Wealth Partners, LLC22,973$1.41M0.29%+1,95713F-HRTimeline
Mayflower Financial Advisors, LLC22,822$1.4M0.21%+1,37813F-HRTimeline
McLean Asset Management Corp22,551$1.38M0.42%-82413F-HRTimeline
Ellis Investment Partners, LLC22,521$1.38M0.27%+17813F-HRTimeline
NFSG Corp22,518$1.38M0.35%+1913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS22,400$1.37M0.61%+4,40013F-HRTimeline
Elite Financial, Inc.22,355$1.37M0.74%13F-HRTimeline
RWA WEALTH PARTNERS, LLC22,199$1.36M0.02%-82513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC22,098$1.36M0.03%-3,80813F-HRTimeline
Financial Engines Advisors L.L.C.22,097$1.36M<0.01%+3,16813F-HRTimeline
Parallel Advisors, LLC21,968$1.35M0.03%-4,93113F-HRTimeline
Fingerlakes Wealth Management, Inc.21,769$1.34M1.08%+1,61813F-HRTimeline
Joel Isaacson & Co., LLC21,677$1.33M0.06%+13013F-HRTimeline
Priebe Wealth Holdings LLC21,562$1.32M0.9%-12513F-HRTimeline
Ausdal Financial Partners, Inc.21,509$1.32M0.11%+24713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO21,314$1.31M0.01%+5,72313F-HRTimelineGroup
Occidental Asset Management, LLC20,966$1.29M0.2%013F-HRTimeline
First Bancorp, Inc /ME/20,688$1.27M0.87%+20013F-HRTimeline
CRA Financial Services, LLC20,499$1.26M0.22%+14113F-HRTimeline
First Heartland Consultants, Inc.20,414$1.25M0.13%+38213F-HRTimeline
Wells Financial Advisors INC20,321$1.25M1.7%+28513F-HRTimeline
Watts Gwilliam & Co., LLC20,321$1.24M0.26%-12213F-HRTimeline
CPC Advisors, LLC20,235$1.24M0.17%+14,79913F-HRTimeline
NCM Capital Management, LLC20,125$1.23M0.56%-10013F-HRTimeline
Icon Wealth Advisors, LLC20,082$1.23M0.1%-3,66013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC20,005$1.23M0.14%-2,56413F-HRTimeline
Greater Midwest Financial Group, LLC20,000$1.23M0.78%-4,05313F-HRTimeline
Summit Financial Wealth Advisors, LLC19,187$1.21M0.24%-1513F-HRTimeline
Opulen Financial Group LLC19,771$1.21M1.1%13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV19,197$1.18M0.42%+24613F-HRTimeline
OLD MISSION CAPITAL LLC19,141$1.17M0.03%new13F-HRTimeline
High Net Worth Advisory Group LLC19,127$1.17M0.33%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,108$1.17M0.01%+3,02413F-HRTimeline
Montis Financial, LLC19,087$1.17M0.36%-5,36813F-HRTimeline
Alliance Wealth Management Group19,076$1.17M0.31%+41713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC19,049$1.17M0.02%new13F-HRTimeline
Linscomb Wealth, Inc.18,949$1.16M0.06%+10713F-HRTimeline
Pine Harbor Wealth Management, LLC18,934$1.16M0.47%-8413F-HRTimeline
Magnus Financial Group LLC18,916$1.16M0.11%-2,49513F-HRTimeline
Ellenbecker Investment Group18,639$1.14M0.2%-1,01713F-HRTimeline
Ranch Capital Advisors Inc.18,632$1.14M0.54%+31713F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…18,607$1.14M0.44%-7,06913F-HRTimelineGroup
Atwater Malick LLC18,552$1.14M0.38%+1,98113F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…18,515$1.14M1.2%-1,08413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,509$1.14M0.04%+5,35013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC18,406$1.13M0.11%-4013F-HRTimeline
UPTICK PARTNERS, LLC18,382$1.13M0.41%-2,02113F-HRTimeline
EHRLICH FINANCIAL GROUP18,321$1.12M0.8%-5213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC18,282$1.12M0.01%+6,87113F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT18,164$1.11M0.01%-169,08113F-HRTimeline
Fort Point Capital Partners LLC17,792$1.09M0.12%+9413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…17,685$1.08M0.1%+40013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …17,648$1.08M0.02%-7,75513F-HRTimelineGroup
Commonwealth Financial Services, LLC17,607$1.08M0.21%+1313F-HRTimeline
Talon Private Wealth, LLC17,526$1.08M0.22%-5613F-HR/ATimeline
Riggs Capital Management LLC17,353$1.06M1.04%13F-HRTimeline
Investor's Fiduciary Advisor Network, L…17,335$1.06M0.41%13F-HRTimeline
GREENWOOD GEARHART LLC17,257$1.06M0.07%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…17,254$1.06M0.14%new13F-HRTimelineGroup
Smartleaf Asset Management LLC17,281$1.06M0.11%+1,61613F-HRTimeline
Ruggaard & Associates LLC17,217$1.06M0.46%+1113F-HRTimeline
Koshinski Asset Management, Inc.17,047$1.05M0.09%+88213F-HRTimeline
CVA Family Office, LLC16,974$1.04M0.16%+2,82513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.16,940$1.04M0.05%-6,00013F-HRTimeline
Smithfield Trust Co16,887$1.04M0.05%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC16,650$1.02M0.73%+1213F-HRTimeline
CGC Financial Services, LLC16,565$1.02M0.4%-813F-HRTimeline
Walkner Condon Financial Advisors LLC16,449$1.01M0.21%-7,04913F-HRTimeline
PRIVATE TRUST CO NA16,422$1.01M0.1%-26713F-HRTimeline
Sequent Planning LLC16,419$1.01M0.37%-74813F-HRTimeline
Avantra Family Wealth, Inc.16,343$1M0.94%13F-HRTimeline
Paladin Advisory Group, LLC16,197$993K0.76%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC16,168$992K0.06%-62813F-HRTimeline
Curi Capital, LLC16,095$987K0.02%-17813F-HRTimeline
VALLEY NATIONAL ADVISERS INC15,890$973K0.17%+98013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…15,713$964K0.16%+13813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…15,697$963K0.03%+24313F-HRTimelineGroup
Opal Wealth Advisors, LLC15,691$962K0.29%+1,02713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC15,686$962K0.09%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC15,659$961K0.02%+9,51513F-HRTimelineGroup
Quadrant Private Wealth Management, LLC15,638$959K0.24%-4,16813F-HRTimeline
First National Trust Co15,585$956K0.04%+1,64013F-HRTimeline
Stokes Family Office, LLC15,581$956K0.1%-13,21613F-HRTimeline
IPG Investment Advisors LLC15,575$955K0.22%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC15,551$954K0.06%-63113F-HRTimeline
Accretive Wealth Partners, LLC15,254$936K0.4%new13F-HRTimeline
Pasadena Private Wealth, LLC15,236$935K0.19%+16113F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.15,114$927K0.82%13F-HRTimeline
Ipsen Advisor Group LLC15,057$924K0.79%13F-HRTimeline
IFG Advisory, LLC14,950$917K0.05%+2,39313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,906$914K0.14%-60513F-HRTimeline
Cyndeo Wealth Partners, LLC14,671$900K0.06%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC14,592$895K0.29%13F-HRTimeline
Moloney Securities Asset Management, LLC14,474$888K0.12%+2,76213F-HRTimeline
Valeo Financial Advisors, LLC14,458$887K0.02%+2,93413F-HRTimeline
Fairvoy Private Wealth, LLC14,449$886K0.24%13F-HRTimeline
Aspen Wealth Management LLC14,443$886K0.26%+8913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…14,368$881K0.15%013F-HRTimeline
Aurora Private Wealth, Inc.14,301$877K0.66%-7113F-HRTimeline
Horizon Investment Services, LLC14,153$868K0.37%-19,71013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,983$855K0.07%new13F-HRTimeline
American State Bank (Iowa)13,826$848K0.51%+1,08813F-HRTimeline
Investment Advisory Group, LLC13,665$838K0.28%+59313F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP13,749$838K0.15%+3,70913F-HRTimeline
Sound Financial Strategies Group, LLC13,657$838K0.7%+5813F-HRTimeline
WealthCare Investment Partners, LLC13,684$836K0.36%-1,18013F-HRTimeline
WARNER FINANCIAL, INC13,524$830K0.36%+8313F-HRTimeline
Astoria Portfolio Advisors LLC.13,543$830K0.3%+1,01413F-HRTimeline
MWA Asset Management13,482$827K0.55%-33513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA13,472$826K<0.01%+37413F-HRTimelineGroup
ASPIRIANT, LLC13,463$826K0.03%013F-HRTimeline
Alteri Wealth LLC13,380$821K0.23%13F-HRTimeline
Focus Financial Network, Inc.13,257$813K0.03%-17413F-HRTimeline