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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
Westfuller Advisors, LLC33,151$2.05M1.37%-2,25213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC33,087$2.04M<0.01%-81513F-HRTimelineGroup
TD Capital Management LLC33,082$2.04M0.21%-70913F-HRTimeline
Brio Consultants, LLC32,419$2M0.31%-5,04013F-HR/ATimeline
Sterling Wealth Advisors Inc32,188$1.99M1.53%+9113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…32,361$1.99M0.08%-34,43413F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC31,975$1.98M0.18%-1,09313F-HR/ATimeline
Curated Wealth Partners LLC31,920$1.97M0.26%-91613F-HRTimeline
Sound Stewardship, LLC31,811$1.97M1.12%-8313F-HRTimeline
Advisory Alpha, LLC31,577$1.95M0.07%+3413F-HR/ATimeline
CoreCap Advisors, LLC31,313$1.93M0.09%-1,86713F-HRTimeline
SCOTIA CAPITAL INC.31,181$1.93M0.01%-54013F-HRTimeline
Williams & Novak Wealth Management, LLC31,247$1.93M1.88%-6413F-HRTimeline
Smartleaf Asset Management LLC30,919$1.89M0.18%+13,63813F-HRTimeline
Centurion Wealth Management LLC30,426$1.87M0.58%013F-HRTimeline
McKinley Carter Wealth Services, Inc.29,739$1.84M0.11%+2,39113F-HRTimeline
John W. Brooker & Co., CPAs29,689$1.83M0.76%+10813F-HRTimeline
Quest 10 Wealth Builders, Inc.28,858$1.81M1.94%+62013F-HRTimeline
MidAtlantic Capital Management, Inc.29,261$1.81M1.42%+53913F-HRTimeline
Post Resch Tallon Group Inc.29,277$1.79M1.83%+3,02013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC29,036$1.79M0.42%-58613F-HRTimeline
Counterweight Ventures, LLC29,034$1.79M1.29%+2,00313F-HRTimeline
Rodgers & Associates, LTD28,841$1.78M0.22%-32013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management28,780$1.78M0.06%+1,54513F-HRTimelineGroup
Flavin Financial Services, Inc.28,780$1.78M1.63%+4,20813F-HR/ATimeline
Northside Capital Management, LLC28,701$1.77M0.29%013F-HRTimeline
Compound Planning, Inc.28,699$1.77M0.08%+8213F-HRTimeline
Summit Wealth Partners, LLC28,419$1.76M0.36%+5,44613F-HRTimeline
LMCG INVESTMENTS, LLC28,395$1.75M0.12%+21813F-HRTimeline
Merkkuri Wealth Advisors LLC28,027$1.73M1.48%-31713F-HRTimeline
EPG Wealth Management LLC27,933$1.73M0.48%-14,00613F-HRTimeline
Haverford Trust Co27,858$1.72M0.02%-7513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.27,849$1.72M0.09%-22,03713F-HR/ATimelineGroup
Gouws Capital LLC27,830$1.72M1.12%+2,48513F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC27,661$1.71M1.64%+1,27913F-HRTimeline
Probity Advisors, Inc.27,614$1.71M0.33%+17,45413F-HRTimeline
EASTERN BANK27,400$1.69M0.03%-87,86313F-HRTimeline
Keudell/Morrison Wealth Management27,294$1.69M0.4%+28013F-HRTimeline
Clear Creek Financial Management, LLC27,130$1.68M0.17%+1,17113F-HRTimeline
Mendel Money Management27,085$1.67M0.79%+7013F-HRTimeline
Certified Advisory Corp27,082$1.67M0.19%-89413F-HRTimeline
Beckerman Institutional, LLC26,794$1.66M1.2%+213F-HRTimeline
Sowa Financial Group, Inc.26,775$1.65M1.09%-2,03013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC26,474$1.64M0.4%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC26,412$1.63M0.04%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC26,178$1.62M0.77%-1,32613F-HRTimeline
DOHJ, LLC26,084$1.61M0.37%-16313F-HRTimeline
Bouvel Investment Partners, LLC25,667$1.61M0.61%+71913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,017$1.61M0.05%-8113F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC25,926$1.6M0.38%+34213F-HRTimeline
Consolidated Portfolio Review Corp25,888$1.6M0.26%+57013F-HRTimeline
Crewe Advisors LLC25,727$1.59M0.22%+28513F-HRTimeline
Invst, LLC25,704$1.59M0.22%-11,08913F-HRTimeline
GWN SECURITIES INC.25,710$1.58M0.09%new13F-HRTimeline
Astoria Portfolio Advisors LLC.26,843$1.58M0.54%+13,30013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC25,534$1.58M0.06%-11913F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC25,527$1.58M1.06%-11,21513F-HRTimeline
Anchor Investment Management, LLC25,376$1.57M0.15%-58513F-HRTimeline
Grey Ledge Advisors, LLC25,310$1.56M0.41%+55413F-HRTimeline
Kapstone Financial Advisors LLC25,254$1.56M0.88%013F-HRTimeline
NORDEN GROUP LLC25,163$1.55M0.18%+49513F-HRTimeline
Carr Financial Group Corp25,124$1.55M0.51%+27713F-HRTimeline
CVA Family Office, LLC25,044$1.55M0.24%+8,07013F-HRTimeline
USAdvisors Wealth Management, LLC24,959$1.54M0.54%-2,75413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS24,750$1.53M0.72%+2,35013F-HRTimeline
Capital International Investorsin group Capital International Investo…24,511$1.51M<0.01%-99913F-HRTimelineGroup
Atwater Malick LLC24,394$1.51M0.51%+5,84213F-HRTimeline
Global Wealth Management Investment Adv…24,145$1.49M0.3%+63313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,117$1.49M0.01%+5,00913F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC24,099$1.49M1.36%13F-HRTimeline
Biondo Investment Advisors, LLC23,978$1.48M0.21%-34013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC23,900$1.48M<0.01%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC23,699$1.46M0.02%+1,50013F-HRTimeline
Fiduciary Group, LLC23,601$1.46M0.15%-53813F-HRTimeline
Sightline Wealth Advisors, LLC23,584$1.46M0.77%+14,38013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,479$1.45M0.02%-1,59113F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…23,478$1.45M0.11%013F-HRTimeline
Mayflower Financial Advisors, LLC23,427$1.45M0.22%+60513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC23,302$1.44M0.03%+1,20413F-HRTimeline
Prepared Retirement Institute LLC23,256$1.44M0.92%-4,47713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC23,241$1.44M0.02%-2,67813F-HRTimeline
NOTTINGHAM ADVISORS, INC.23,235$1.44M0.22%-71313F-HRTimeline
PFG Advisors23,174$1.43M0.08%-1,60013F-HRTimeline
Elite Financial, Inc.22,855$1.41M0.75%+50013F-HRTimeline
Fingerlakes Wealth Management, Inc.22,827$1.41M1.2%+1,05813F-HRTimeline
Farther Finance Advisors, LLC22,451$1.38M0.04%+15,92713F-HRTimeline
INVESTMENT PARTNERS, LTD.22,261$1.38M0.57%-2,84813F-HRTimeline
Parallel Advisors, LLC22,053$1.36M0.03%+8513F-HRTimeline
ROMAN BUTLER FULLERTON & CO23,074$1.36M0.53%+8113F-HRTimeline
Joel Isaacson & Co., LLC21,784$1.35M0.06%+10713F-HRTimeline
Ellis Investment Partners, LLC21,761$1.34M0.28%-76013F-HRTimeline
Financial Engines Advisors L.L.C.21,511$1.33M<0.01%-58613F-HRTimeline
First Heartland Consultants, Inc.21,399$1.32M0.14%+98513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC21,350$1.32M0.04%+2,84113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV21,336$1.32M0.42%+2,13913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO21,254$1.31M0.01%-6013F-HRTimelineGroup
Priebe Wealth Holdings LLC21,248$1.31M0.82%-31413F-HRTimeline
McLean Asset Management Corp23,593$1.3M0.43%+1,04213F-HRTimeline
360 Financial, Inc.21,048$1.3M0.47%-6,57513F-HRTimeline
First Bancorp, Inc /ME/21,014$1.3M0.84%+32613F-HRTimeline
Occidental Asset Management, LLC20,966$1.3M0.2%013F-HRTimeline
Watts Gwilliam & Co., LLC20,728$1.28M0.28%+40713F-HRTimeline
Alliance Wealth Management Group20,525$1.27M0.34%+1,44913F-HRTimeline
Ruggaard & Associates LLC20,468$1.26M0.55%+3,25113F-HRTimeline
Wells Financial Advisors INC20,421$1.26M1.74%+10013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,372$1.26M<0.01%-148,01813F-HRTimelineGroup
Sound Financial Strategies Group, LLC20,360$1.26M1.12%+6,70313F-HRTimeline
CRA Financial Services, LLC20,277$1.25M0.21%-22213F-HRTimeline
NFSG Corp20,087$1.24M0.3%-2,43113F-HRTimeline
Armstrong, Fleming & Moore, Inc20,064$1.24M1.5%new13F-HRTimeline
Icon Wealth Advisors, LLC20,052$1.24M0.1%-3013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC20,012$1.24M0.14%+713F-HRTimeline
Opulen Financial Group LLC19,843$1.23M1.11%+7213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,659$1.21M0.08%-41,06913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.21,908$1.21M<0.01%-1,43513F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC19,569$1.21M0.02%+52013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC19,513$1.21M0.04%+13,38213F-HRTimeline
NCM Capital Management, LLC19,360$1.2M0.54%-76513F-HRTimeline
Summit Financial Wealth Advisors, LLC19,201$1.19M0.24%+1413F-HRTimeline
Ranch Capital Advisors Inc.19,158$1.18M0.56%+52613F-HRTimeline
High Net Worth Advisory Group LLC19,127$1.18M0.33%013F-HRTimeline
Greater Midwest Financial Group, LLC18,995$1.17M0.82%-1,00513F-HRTimeline
Linscomb Wealth, Inc.18,917$1.17M0.06%-3213F-HRTimeline
Pine Harbor Wealth Management, LLC18,582$1.15M0.46%-35213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC18,568$1.15M0.01%+28613F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…18,507$1.14M1.3%-813F-HRTimeline
Accretive Wealth Partners, LLC18,823$1.13M0.4%+3,56913F-HRTimeline
Investor's Fiduciary Advisor Network, L…18,209$1.12M0.53%+87413F-HRTimeline
FINANCIAL COUNSELORS INC18,105$1.12M0.02%+13,07913F-HRTimeline
EHRLICH FINANCIAL GROUP18,097$1.12M0.81%-22413F-HRTimeline
Claro Advisors Inc.17,988$1.11M0.15%-6,06913F-HRTimeline
Pasadena Private Wealth, LLC17,967$1.11M0.21%+2,73113F-HRTimeline
PRIVATE TRUST CO NA17,921$1.11M0.11%+1,49913F-HRTimeline
Fort Point Capital Partners LLC17,870$1.1M0.12%+7813F-HRTimeline
Ausdal Financial Partners, Inc.17,573$1.09M0.08%-3,93613F-HRTimeline
VestGen Advisors, LLC17,557$1.08M0.05%13F-HRTimeline
Avantra Family Wealth, Inc.17,427$1.08M1.03%+1,08413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.17,404$1.08M0.02%-5,68813F-HRTimelineGroup
Balentine LLC17,341$1.07M0.04%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC17,291$1.07M0.19%+1,40113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…17,221$1.06M0.1%-46413F-HRTimeline
Commonwealth Financial Services, LLC17,156$1.06M0.22%-45113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC16,975$1.05M0.1%-1,43113F-HRTimeline
Quadrant Private Wealth Management, LLC16,955$1.05M0.26%+1,31713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.16,940$1.05M0.05%013F-HRTimeline
Ellenbecker Investment Group16,805$1.04M0.19%-1,83413F-HRTimeline
First National Trust Co16,789$1.04M0.04%+1,20413F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC16,661$1.03M0.84%+1113F-HRTimeline
CGC Financial Services, LLC16,565$1.02M0.4%013F-HRTimeline
Freestate Advisors LLC16,503$1.02M1.01%-9,15613F-HRTimeline
Sequent Planning LLC16,412$1.01M0.37%-713F-HRTimeline
UPTICK PARTNERS, LLC16,243$1M0.34%-2,13913F-HRTimeline
Paladin Advisory Group, LLC16,197$1M0.8%013F-HRTimeline
HBK Sorce Advisory LLC16,069$993K0.03%+9,80913F-HRTimeline
NorthRock Partners, LLC16,017$990K0.03%+14,87313F-HRTimeline
IFG Advisory, LLC15,811$977K0.05%+86113F-HRTimeline
Cyndeo Wealth Partners, LLC15,594$963K0.06%+92313F-HRTimeline
IPG Investment Advisors LLC15,575$962K0.22%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC15,391$951K0.09%-29513F-HRTimeline
Opal Wealth Advisors, LLC15,372$950K0.29%-31913F-HRTimeline
Alteri Wealth LLC15,364$949K0.42%+1,98413F-HRTimeline
Moloney Securities Asset Management, LLC15,268$943K0.13%+79413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…15,197$939K0.04%-50013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…15,272$934K0.14%+36613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,073$931K0.02%+9,26013F-HRTimelineGroup
Ipsen Advisor Group LLC15,024$928K0.8%-3313F-HRTimeline
Inscription Capital, LLC15,800$917K0.15%13F-HRTimeline
Walkner Condon Financial Advisors LLC14,701$908K0.18%-1,74813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC14,621$903K0.06%-93013F-HRTimeline
Aspen Wealth Management LLC14,516$897K0.25%+7313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,508$896K0.01%+7,72513F-HRTimeline
Koshinski Asset Management, Inc.14,488$895K0.08%-2,55913F-HRTimeline
Valeo Financial Advisors, LLC14,423$891K0.02%-3513F-HRTimeline
Stokes Family Office, LLC14,391$889K0.1%-1,19013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…14,384$889K0.16%-1,32913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,270$882K0.02%+5,81013F-HRTimelineGroup
Montis Financial, LLC14,193$877K0.26%-4,89413F-HRTimeline
Fairvoy Private Wealth, LLC14,136$873K0.24%-31313F-HRTimeline
Magnus Financial Group LLC13,880$858K0.08%-5,03613F-HRTimeline
Teamwork Financial Advisors, LLC13,869$857K0.12%+10,48513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,842$855K<0.01%+6,75813F-HRTimelineGroup
American State Bank (Iowa)13,799$853K0.51%-2713F-HRTimeline
Investment Advisory Group, LLC13,685$845K0.28%+2013F-HRTimeline
Talon Private Wealth, LLC13,609$841K0.11%-3,91713F-HRTimeline
Pinnacle Bancorp, Inc.13,604$840K0.27%+74713F-HRTimeline
Simplicity Wealth,LLC13,590$840K0.07%+4,54413F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.13,588$839K0.8%-1,52613F-HRTimeline
MWA Asset Management13,587$839K0.58%+10513F-HRTimeline
Curi Capital, LLC13,542$837K0.02%-2,55313F-HRTimeline
WARNER FINANCIAL, INC13,524$836K0.37%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,485$833K0.14%-88313F-HRTimeline
Delos Wealth Advisors, LLC13,473$832K0.66%new13F-HRTimeline
ASPIRIANT, LLC13,463$832K0.03%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA13,372$826K<0.01%-10013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,322$823K0.07%-66113F-HRTimeline
LaSalle St. Investment Advisors, LLC13,335$823K0.19%+7,17513F-HRTimeline
West Wealth Group, LLC13,335$822K0.24%+2,24613F-HRTimeline
Focus Financial Network, Inc.13,276$820K0.03%+1913F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…13,272$820K0.31%-5,33513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,247$818K<0.01%-40,28213F-HR/ATimelineGroup