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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
Smartleaf Asset Management LLC33,462$2.13M0.19%+2,54313F-HRTimeline
Westfuller Advisors, LLC33,151$2.12M1.21%013F-HRTimeline
TD Capital Management LLC33,137$2.12M0.2%+5513F-HRTimeline
AE Wealth Management LLC33,047$2.11M0.02%-15,09713F-HRTimeline
Advisory Alpha, LLC32,956$2.11M0.07%+1,37913F-HRTimeline
BEAM WEALTH ADVISORS, INC.32,900$2.1M0.63%-25,00813F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC32,835$2.1M0.46%+3,79913F-HRTimeline
Wealthspire Advisors, LLC32,687$2.09M0.01%-55913F-HRTimeline
Curated Wealth Partners LLC31,920$2.04M0.24%013F-HRTimeline
Sound Stewardship, LLC31,868$2.04M1.05%+5713F-HRTimeline
Counterweight Ventures, LLC31,838$2.04M1.33%+2,80413F-HRTimeline
Sowa Financial Group, Inc.31,808$2.03M1.27%+5,03313F-HRTimeline
Magnus Financial Group LLC31,541$2.02M0.18%+17,66113F-HRTimeline
Sterling Wealth Advisors Inc30,897$2M1.42%-1,29113F-HRTimeline
CoreCap Advisors, LLC31,187$1.99M0.08%-12613F-HRTimeline
Post Resch Tallon Group Inc.30,297$1.94M1.87%+1,02013F-HRTimeline
MidAtlantic Capital Management, Inc.30,133$1.93M1.37%+87213F-HRTimeline
Williams & Novak Wealth Management, LLC30,122$1.93M1.64%-1,12513F-HRTimeline
Centurion Wealth Management LLC30,105$1.92M0.55%-32113F-HRTimeline
SCOTIA CAPITAL INC.29,968$1.92M0.01%-1,21313F-HRTimeline
McKinley Carter Wealth Services, Inc.29,919$1.91M0.11%+18013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC28,907$1.85M0.05%+9,39413F-HRTimeline
Quest 10 Wealth Builders, Inc.28,876$1.85M1.8%+1813F-HRTimeline
Rodgers & Associates, LTD28,868$1.85M0.2%+2713F-HRTimeline
Compound Planning, Inc.28,748$1.84M0.07%+4913F-HRTimeline
Northside Capital Management, LLC28,701$1.84M0.14%013F-HRTimeline
Ruggaard & Associates LLC28,469$1.82M0.73%+8,00113F-HRTimeline
Probity Advisors, Inc.28,197$1.8M0.32%+58313F-HRTimeline
Gallacher Capital Management LLC28,133$1.8M0.83%-8,05113F-HRTimeline
Gouws Capital LLC27,850$1.78M1.09%+2013F-HRTimeline
Astoria Portfolio Advisors LLC.26,873$1.76M0.49%+3013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27,443$1.75M0.01%+3,32613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,401$1.75M0.05%+1,38413F-HRTimelineGroup
LMCG INVESTMENTS, LLC27,328$1.75M0.11%-1,06713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.27,195$1.74M0.08%-65413F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC27,172$1.74M0.1%-8,52013F-HRTimeline
Keudell/Morrison Wealth Management27,144$1.74M0.39%-15013F-HRTimeline
Certified Advisory Corp27,127$1.73M0.18%+4513F-HRTimeline
ShoreHaven Wealth Partners, LLC27,065$1.73M0.71%+88713F-HRTimeline
Beckerman Institutional, LLC26,642$1.7M1.13%-15213F-HRTimeline
Mendel Money Management26,566$1.7M0.75%-51913F-HRTimeline
Crewe Advisors LLC26,558$1.7M0.24%+83113F-HRTimeline
ELEMENT POINTE ADVISORS, LLC26,474$1.69M0.41%013F-HRTimeline
Carr Financial Group Corp26,381$1.69M0.5%+1,25713F-HRTimeline
Tradewinds, LLC.26,316$1.68M1.28%new13F-HRTimeline
Merkkuri Wealth Advisors LLC26,316$1.68M1.28%-1,71113F-HRTimeline
WHALEROCK POINT PARTNERS, LLC26,301$1.68M0.36%+37513F-HRTimeline
Anchor Investment Management, LLC26,099$1.67M0.15%+72313F-HRTimeline
EASTERN BANK26,093$1.67M0.03%-1,30713F-HRTimeline
Strategic Financial Concepts, LLC26,083$1.67M0.23%-53,05313F-HRTimeline
Insight Advisors, LLC/ PA25,926$1.66M0.27%-11,81413F-HRTimeline
Freedom Investment Management, Inc.25,886$1.66M0.13%+21,33713F-HRTimeline
Consolidated Portfolio Review Corp25,884$1.66M0.23%-413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC25,675$1.64M0.05%+4,32513F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC25,622$1.64M1.06%+9513F-HRTimeline
Composition Wealth, LLC25,564$1.63M0.03%new13F-HRTimeline
Bouvel Investment Partners, LLC25,421$1.63M0.55%-24613F-HRTimeline
NFSG Corp25,420$1.63M0.26%+5,33313F-HRTimeline
Sightline Wealth Advisors, LLC25,323$1.62M0.78%+1,73913F-HRTimeline
USAdvisors Wealth Management, LLC25,175$1.61M0.6%+21613F-HRTimeline
Wedmont Private Capital24,793$1.61M0.07%+12,30513F-HRTimeline
Fingerlakes Wealth Management, Inc.25,158$1.61M1.2%+2,33113F-HRTimeline
Grey Ledge Advisors, LLC25,133$1.61M0.39%-17713F-HRTimeline
Haverford Trust Co25,064$1.6M0.02%-2,79413F-HRTimeline
NWAM LLC24,758$1.6M0.09%+14,68813F-HR/ATimeline
Capital International Investorsin group Capital International Investo…24,952$1.6M<0.01%+44113F-HRTimelineGroup
Farther Finance Advisors, LLC24,899$1.59M0.03%+2,44813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS24,750$1.58M0.69%013F-HRTimeline
Simplicity Wealth,LLC24,667$1.58M0.07%+11,07713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24,640$1.58M0.06%-4,14013F-HRTimelineGroup
Regal Investment Advisors LLC24,528$1.57M0.12%new13F-HRTimeline
Brio Consultants, LLC24,482$1.57M0.23%-7,93713F-HRTimeline
NORDEN GROUP LLC24,263$1.55M0.17%-90013F-HRTimeline
NOTTINGHAM ADVISORS, INC.24,121$1.54M0.23%+88613F-HRTimeline
Financial Engines Advisors L.L.C.24,113$1.54M<0.01%+2,60213F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC24,099$1.54M1.34%013F-HR/ATimeline
McLean Asset Management Corp23,624$1.53M0.4%+3113F-HRTimeline
Biondo Investment Advisors, LLC23,933$1.53M0.2%-4513F-HRTimeline
Global Wealth Management Investment Adv…23,894$1.53M0.29%-25113F-HRTimeline
Clear Creek Financial Management, LLC23,884$1.53M0.15%-3,24613F-HRTimeline
ROMAN BUTLER FULLERTON & CO23,154$1.52M0.45%+8013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC23,742$1.52M0.05%-1,79213F-HRTimeline
Kapstone Financial Advisors LLC23,632$1.51M0.75%-1,62213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,543$1.51M0.02%+6413F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…23,478$1.5M0.1%013F-HRTimeline
Mayflower Financial Advisors, LLC23,326$1.49M0.21%-10113F-HRTimeline
Fiduciary Group, LLC23,231$1.49M0.14%-37013F-HRTimeline
Elite Financial, Inc.22,855$1.48M0.73%013F-HRTimeline
DOHJ, LLC25,178$1.48M0.43%-90613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC23,097$1.48M0.46%+13,90713F-HRTimeline
Pine Harbor Wealth Management, LLC22,996$1.47M0.52%+4,41413F-HRTimeline
Prepared Retirement Institute LLC22,970$1.47M0.87%-28613F-HRTimeline
First Heartland Consultants, Inc.22,706$1.45M0.13%+1,30713F-HRTimeline
First Bancorp, Inc /ME/22,649$1.45M0.83%+1,63513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC22,485$1.44M0.02%-75613F-HRTimeline
INVESTMENT PARTNERS, LTD.22,304$1.43M0.54%+4313F-HRTimeline
RWA WEALTH PARTNERS, LLC22,149$1.42M0.02%-1,55013F-HRTimeline
PFG Advisors22,103$1.41M0.07%-1,07113F-HRTimeline
Ellis Investment Partners, LLC22,067$1.41M0.27%+30613F-HRTimeline
Joel Isaacson & Co., LLC21,894$1.4M0.06%+11013F-HRTimeline
Prime Capital Investment Advisors, LLC21,579$1.38M0.02%-14,80413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.21,200$1.36M0.02%+3,79613F-HRTimelineGroup
UPTICK PARTNERS, LLC21,176$1.35M0.39%+4,93313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV21,163$1.35M0.41%-17313F-HRTimeline
Occidental Asset Management, LLC20,966$1.34M0.19%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,583$1.32M<0.01%+6,74113F-HRTimelineGroup
Wells Financial Advisors INC20,351$1.3M1.79%-7013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.20,328$1.3M<0.01%-1,58013F-HRTimelineGroup
CRA Financial Services, LLC20,277$1.3M0.2%013F-HRTimeline
Ranch Capital Advisors Inc.20,195$1.29M0.56%+1,03713F-HRTimeline
Sound Financial Strategies Group, LLC20,051$1.28M1.08%-30913F-HRTimeline
Flavin Financial Services, Inc.20,050$1.28M1.24%-8,73013F-HR/ATimeline
Decker Retirement Planning Inc.20,005$1.28M0.74%+19,82313F-HRTimeline
Alliance Wealth Management Group19,868$1.27M0.32%-65713F-HRTimeline
Opulen Financial Group LLC19,766$1.26M1.04%-7713F-HRTimeline
360 Financial, Inc.19,641$1.26M0.4%-1,40713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC19,557$1.25M0.12%-45513F-HRTimeline
Investor's Fiduciary Advisor Network, L…19,453$1.24M0.46%+1,24413F-HRTimeline
NCM Capital Management, LLC19,360$1.24M0.51%013F-HRTimeline
Fort Point Capital Partners LLC19,240$1.23M0.12%+1,37013F-HRTimeline
Summit Financial Wealth Advisors, LLC19,215$1.23M0.22%+1413F-HRTimeline
High Net Worth Advisory Group LLC19,127$1.22M0.32%013F-HRTimeline
Claro Advisors Inc.19,101$1.22M0.2%+1,11313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC19,095$1.22M0.02%-47413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,070$1.22M0.01%+50213F-HRTimelineGroup
EHRLICH FINANCIAL GROUP18,947$1.21M0.78%+85013F-HRTimeline
Sequent Planning LLC18,804$1.2M0.38%+2,39213F-HRTimeline
First National Trust Co18,691$1.2M0.04%+1,90213F-HRTimeline
NorthRock Partners, LLC18,640$1.19M0.03%+2,62313F-HR/ATimeline
Blake Schutter Theil Wealth Advisors, L…18,472$1.18M1.34%-3513F-HRTimeline
Moloney Securities Asset Management, LLC18,387$1.18M0.15%+3,11913F-HRTimeline
Greater Midwest Financial Group, LLC18,298$1.17M0.89%-69713F-HRTimeline
Parallel Advisors, LLC18,287$1.17M0.02%-3,76613F-HRTimeline
Watts Gwilliam & Co., LLC17,215$1.16M0.19%-3,51313F-HRTimeline
Midwest Trust Co18,105$1.16M0.02%13F-HRTimeline
BEACON FINANCIAL PLANNING, INC18,016$1.15M0.64%+5,18513F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC18,007$1.15M0.53%+11,14113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC17,859$1.14M0.34%new13F-HRTimeline
Pasadena Private Wealth, LLC17,764$1.14M0.19%-20313F-HRTimeline
VALLEY NATIONAL ADVISERS INC17,762$1.13M0.19%+47113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…17,582$1.12M0.03%+3,31213F-HRTimelineGroup
IFG Advisory, LLC17,570$1.12M0.06%+1,75913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…17,561$1.12M0.09%+34013F-HRTimeline
PRIVATE TRUST CO NA17,463$1.12M0.11%-45813F-HRTimeline
Vise Technologies, Inc.17,423$1.11M0.05%13F-HRTimeline
Icon Wealth Advisors, LLC17,416$1.11M0.08%-2,63613F-HRTimeline
Balentine LLC17,341$1.11M0.04%013F-HRTimeline
VestGen Advisors, LLC17,085$1.1M0.04%-47213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/17,079$1.09M<0.01%-3,29313F-HR/ATimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.16,940$1.08M0.05%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC16,905$1.08M0.09%-7013F-HRTimeline
Commonwealth Financial Services, LLC16,819$1.08M0.21%-33713F-HRTimeline
Freestate Advisors LLC16,749$1.07M0.96%+24613F-HRTimeline
Ipsen Advisor Group LLC16,741$1.07M0.82%+1,71713F-HRTimeline
Ausdal Financial Partners, Inc.16,686$1.07M0.07%-88713F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC16,671$1.07M0.82%+1013F-HRTimeline
CGC Financial Services, LLC16,565$1.06M0.36%013F-HRTimeline
Zhang Financial LLC16,508$1.06M0.05%+10,21913F-HRTimeline
Glenmede Investment Management, LP16,470$1.05M0.01%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,200$1.04M<0.01%-7,70013F-HRTimeline
Linscomb Wealth, Inc.16,187$1.04M0.05%-2,73013F-HRTimeline
Paladin Advisory Group, LLC16,168$1.03M0.79%-2913F-HRTimeline
Koshinski Asset Management, Inc.16,020$1.02M0.08%+1,53213F-HRTimeline
Alteri Wealth LLC15,750$1.01M0.39%+38613F-HRTimeline
Tranquilli Financial Advisor LLC15,654$1M0.62%+7,22513F-HRTimeline
Sovran Advisors, LLC15,454$1M0.1%+4,01513F-HRTimeline
GeoWealth Management, LLC15,626$999K0.04%+7,65813F-HRTimeline
Teamwork Financial Advisors, LLC15,582$996K0.12%+1,71313F-HRTimeline
IPG Investment Advisors LLC15,575$996K0.19%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC15,391$984K0.09%013F-HRTimeline
Curi Capital, LLC15,105$966K0.02%+1,56313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,057$963K0.02%-1613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,046$962K0.05%-17,31513F-HRTimelineGroup
Legacy Trust14,992$959K0.24%+3,10013F-HRTimeline
Opal Wealth Advisors, LLC14,924$954K0.26%-44813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,858$950K0.13%-41413F-HRTimeline
Human Investing LLC14,807$947K0.15%+4,42713F-HRTimeline
Montis Financial, LLC14,796$946K0.26%+60313F-HRTimeline
Modern Wealth Management, LLC14,706$940K0.02%+2,92113F-HR/ATimeline
Cyndeo Wealth Partners, LLC14,671$938K0.06%-92313F-HRTimeline
Valeo Financial Advisors, LLC14,652$937K0.02%+22913F-HR/ATimeline
Providence First Trust Co14,631$935K0.33%new13F-HRTimeline
RDA Financial Network14,631$935K0.25%+9,38613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC14,621$935K0.06%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,508$928K0.01%013F-HRTimeline
Stokes Family Office, LLC14,354$918K0.1%-3713F-HRTimeline
WealthCare Investment Partners, LLC14,033$915K0.33%+88213F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.14,243$911K0.83%+65513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…14,187$907K0.03%-1,01013F-HRTimelineGroup
Fairvoy Private Wealth, LLC14,180$907K0.23%+4413F-HRTimeline
Priebe Wealth Holdings LLC14,128$903K0.78%-7,12013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…13,728$878K0.14%-65613F-HRTimeline
Investment Advisory Group, LLC13,706$876K0.27%+2113F-HRTimeline
MWA Asset Management13,687$875K0.54%+10013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP13,381$873K0.15%+4013F-HRTimeline
Pinnacle Bancorp, Inc.13,633$872K0.27%+2913F-HRTimeline
Quadrant Private Wealth Management, LLC13,617$871K0.18%-3,33813F-HRTimeline
WARNER FINANCIAL, INC13,552$867K0.36%+2813F-HRTimeline
Darden Wealth Group Inc13,500$863K0.52%new13F-HRTimeline
Venture Visionary Partners LLC13,489$862K0.03%+1,86413F-HRTimeline