DGRO ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
HM PAYSON & CO	13,179	$808K	0.01%	0	13F-HR Timeline
Element Wealth, LLC	13,137	$806K	0.42%	+716	13F-HR Timeline
Cascades Capital Asset Management, LLC	13,129	$805K	0.43%	-131	13F-HR Timeline
Regal Investment Advisors LLC	12,936	$794K	0.06%	-9,071	13F-HR Timeline
Pinnacle Bancorp, Inc.	12,857	$789K	0.26%	-483	13F-HR Timeline
PCA Investment Advisory Services Inc.	12,780	$784K	0.36%	+50	13F-HR Timeline
Sovran Advisors, LLC	12,542	$769K	0.11%		13F-HR Timeline
Mascoma Wealth Management LLC	12,411	$761K	0.19%	-335	13F-HR Timeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…	12,317	$756K	0.23%	-1,001	13F-HR Timeline Group
SigFig Wealth Management, LLC	12,203	$747K	0.03%	-143	13F-HR Timeline
Wedmont Private Capital	12,292	$743K	0.04%	+1,526	13F-HR Timeline
Insight Wealth Strategies, LLC	12,074	$741K	0.1%	-15	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	12,021	$737K	0.18%	-191	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	11,853	$727K	0.61%		13F-HR Timeline
Flagship Private Wealth, LLC	11,810	$724K	0.35%	+60	13F-HR Timeline
Evernest Financial Advisors, LLC	11,797	$724K	0.19%	-1,195	13F-HR Timeline
SageView Advisory Group, LLC	11,739	$720K	0.03%	-3,559	13F-HR Timeline
GeoWealth Management, LLC	11,730	$720K	0.02%	-918	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	11,729	$719K	0.04%	+183	13F-HR Timeline
Kraft, Davis & Associates, LLC	11,296	$719K	0.21%	-128	13F-HR Timeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …	11,681	$717K	0.15%	0	13F-HR Timeline
Cardinal Point Capital Management ULC	11,679	$716K	0.11%	-43	13F-HR Timeline
Sunburst Financial Group, LLC	11,614	$712K	0.18%	-1,515	13F-HR Timeline
Pallas Capital Advisors LLC	11,575	$710K	0.03%	-288	13F-HR Timeline
PKS Advisory Services, LLC	11,529	$707K	0.18%		13F-HR Timeline
ARS Investment Partners, LLC	11,500	$705K	0.06%	-57	13F-HR Timeline
Roxbury Financial LLC	10,844	$704K	0.68%		13F-HR Timeline
Wealth Management Associates, Inc.	11,429	$701K	0.3%	-255	13F-HR Timeline
Fort Sheridan Advisors LLC	11,374	$698K	0.1%	+223	13F-HR Timeline
ADELL HARRIMAN & CARPENTER INC	11,363	$697K	0.05%	+750	13F-HR Timeline
Venture Visionary Partners LLC	11,363	$697K	0.03%	+313	13F-HR/A Timeline
Olde Wealth Management, LLC	11,374	$697K	0.25%	0	13F-HR Timeline
LifePlan Financial, LLC	11,362	$697K	0.62%	-1,236	13F-HR Timeline
SignalPoint Asset Management, LLC	11,196	$687K	0.17%	+125	13F-HR Timeline
Compass Financial Services Inc	11,141	$683K	0.39%		13F-HR Timeline
JOHNSON INVESTMENT COUNSEL INC	11,133	$683K	0.01%	0	13F-HR Timeline
West Wealth Group, LLC	11,089	$680K	0.2%	-248	13F-HR Timeline
Apeiron RIA LLC	10,990	$674K	0.19%	+48	13F-HR Timeline
Principle Wealth Partners LLC	10,853	$666K	0.05%	0	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	10,847	$665K	0.04%	-78	13F-HR Timeline Group
Capital Market Strategies LLC	10,800	$662K	0.38%	+19	13F-HR Timeline
Annex Advisory Services, LLC	10,727	$658K	0.02%	-1,576	13F-HR Timeline
Randolph Co Inc	10,676	$655K	0.07%	-188	13F-HR Timeline
Redwood Financial Network Corp	10,656	$654K	0.49%	-382	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	10,632	$652K	0.04%	0	13F-HR Timeline
Beacon Harbor Wealth Advisors, Inc.	10,599	$650K	0.15%	0	13F-HR Timeline
HEADINVEST, LLC	10,545	$647K	0.12%	-15	13F-HR Timeline
Veracity Capital LLC	10,477	$643K	0.23%	+200	13F-HR Timeline
NOVEM GROUP	10,396	$638K	0.09%		13F-HR Timeline
RIK SAYLOR FINANCIAL, INC.	10,345	$635K	0.59%		13F-HR Timeline
Modern Wealth Management, LLC	10,333	$634K	0.02%	new	13F-HR/A Timeline
Modera Wealth Management, LLC	10,298	$632K	0.01%	-99	13F-HR Timeline
Golden State Wealth Management, LLC	10,258	$629K	0.09%		13F-HR Timeline
Biltmore Family Office, LLC	10,247	$629K	0.11%	0	13F-HR Timeline
Sowell Financial Services LLC	10,229	$627K	0.03%	-3,626	13F-HR Timeline
Wolfstich Capital, LLC	10,192	$625K	0.55%		13F-HR Timeline
Probity Advisors, Inc.	10,160	$623K	0.12%	-673	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	10,066	$617K	0.01%	+1,163	13F-HR Timeline
Roberts Financial Services LLC	10,059	$617K	0.12%	-599	13F-HR Timeline
Lincoln Capital LLC	10,020	$615K	0.13%	+168	13F-HR Timeline
HUB Investment Partners, LLC	10,009	$614K	0.03%	+1,749	13F-HR Timeline
Human Investing LLC	9,989	$613K	0.11%	-118	13F-HR Timeline
Investment Partners Asset Management, I…	9,853	$604K	0.47%	+730	13F-HR Timeline
Allen Capital Group, LLC	9,818	$602K	0.07%	+64	13F-HR Timeline
AdvisorNet Financial, Inc	9,710	$596K	0.05%	+480	13F-HR Timeline
W ADVISORS, LLC	9,697	$595K	0.37%	0	13F-HR Timeline
Michels Family Financial, LLC	9,547	$586K	0.54%		13F-HR Timeline
Jordan Park Group LLC	9,500	$583K	0.04%	new	13F-HR Timeline
MSH Capital Advisors LLC	9,468	$581K	0.18%	+68	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	9,415	$578K	0.22%	-2,238	13F-HR Timeline
EFG Private Wealth Management (Americas…	9,383	$576K	0.11%	-182	13F-HR Timeline
PFG Investments, LLC	9,289	$570K	0.04%	+1,761	13F-HR Timeline
Sightline Wealth Advisors, LLC	9,204	$565K	0.3%	new	13F-HR Timeline
Eastover Investment Advisors LLC	9,123	$560K	0.26%	+192	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	9,097	$558K	0.01%	+181	13F-HR Timeline Group
NovaPoint Capital, LLC	9,051	$555K	0.17%	-41	13F-HR Timeline
Simplicity Wealth,LLC	9,046	$555K	0.12%	0	13F-HR Timeline
Ignite Planners, LLC	8,970	$552K	0.12%	-14,923	13F-HR Timeline
Sanchez Wealth Management Group	8,962	$550K	0.15%	new	13F-HR Timeline
Private Portfolio Partners LLC	8,893	$545K	0.1%	-264	13F-HR Timeline
McAdam, LLC	8,890	$545K	0.03%	+386	13F-HR Timeline
Jackson Hole Capital Partners, LLC	8,884	$545K	0.11%	0	13F-HR Timeline
Latitude Advisors, LLC	8,864	$544K	0.31%	+2,641	13F-HR Timeline
Marcum Wealth, LLC	8,835	$542K	0.05%	0	13F-HR Timeline
Signal Advisors Wealth, LLC	8,822	$541K	0.06%	-1,166	13F-HR Timeline
Glenview Trust Co	8,791	$539K	0.01%	0	13F-HR Timeline
Dana Investment Advisors, Inc.	8,756	$537K	0.02%	+1,587	13F-HR Timeline
River Wealth Advisors LLC	8,700	$534K	0.07%	-559	13F-HR Timeline
Breakwater Capital Group	8,693	$533K	0.11%	-230	13F-HR Timeline
Sharkey, Howes & Javer	8,637	$530K	0.07%	new	13F-HR Timeline
Bell Bank	8,600	$528K	0.04%	new	13F-HR Timeline
CRITERION CAPITAL ADVISORS, LLC	9,108	$525K	0.33%	0	13F-HR Timeline
Round Rock Advisors LLC	8,543	$524K	0.11%	+10	13F-HR Timeline
ATLANTIC FAMILY WEALTH, LLC	8,542	$524K	0.62%		13F-HR Timeline
WEALTH EFFECTS LLC	8,531	$523K	0.19%	-447	13F-HR Timeline
Central Pacific Bank - Trust Division	8,521	$523K	0.07%	-68,095	13F-HR Timeline
COMMERCE BANKin group COMMERCE BANK	8,500	$521K	<0.01%	+961	13F-HR Timeline Group
Qube Research & Technologies Ltd	8,499	$521K	<0.01%	-2,281	13F-HR Timeline
TWO SIGMA SECURITIES, LLC	8,478	$520K	0.09%	new	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	8,460	$519K	0.01%	-50	13F-HR Timeline Group
Bay Capital Advisors, LLC	8,388	$515K	0.41%		13F-HR Timeline
Whelan Financial	8,385	$514K	0.2%	-122	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	8,259	$507K	<0.01%	0	13F-HR Timeline
Scott & Selber, Inc.	8,229	$505K	0.15%	+2	13F-HR Timeline
Summit X, LLC	8,229	$505K	0.11%	+888	13F-HR Timeline
Advance Capital Management, Inc.	8,132	$499K	0.02%	+9	13F-HR Timeline
Intrua Financial, LLC	8,085	$496K	0.08%	-145	13F-HR Timeline
Security Financial Services, INC.	7,990	$490K	0.1%	-136	13F-HR Timeline
ZWJ INVESTMENT COUNSEL INC	7,974	$489K	0.02%	new	13F-HR Timeline
AVAII WEALTH MANAGEMENT, LLC	7,944	$487K	0.24%	+1	13F-HR Timeline
Gateway Wealth Partners, LLC	7,932	$487K	0.13%	+2,242	13F-HR Timeline
Bernard Wealth Management Corp.	7,861	$482K	0.23%		13F-HR/A Timeline
Lane & Associates LLC	7,550	$479K	0.25%	+1,719	13F-HR Timeline
Collaborative Wealth Managment Inc.	7,778	$477K	0.22%	0	13F-HR Timeline
Financial Partners Group, Inc	7,759	$476K	0.07%	+32	13F-HR Timeline
SteelPeak Wealth, LLC	7,755	$476K	0.02%	0	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	7,739	$475K	0.17%	-1,394	13F-HR Timeline
Summit Financial Strategies, Inc.	7,692	$472K	0.05%	0	13F-HR Timeline
BRADLEY FOSTER & SARGENT INC/CT	7,692	$472K	0.01%	+3,500	13F-HR Timeline
Fortis Advisors, LLC	7,664	$470K	0.31%	+1,288	13F-HR Timeline
Whitener Capital Management, Inc.	7,650	$469K	0.13%	0	13F-HR Timeline
City State Bank	7,647	$469K	0.17%	-578	13F-HR Timeline
Arrowroot Family Office, LLC	7,629	$468K	0.24%	-2,882	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	7,611	$467K	0.03%	0	13F-HR Timeline Group
PACES FERRY WEALTH ADVISORS, LLC	7,597	$466K	0.23%	+5	13F-HR Timeline
Willis Johnson & Associates, Inc.	7,578	$465K	0.04%	+3,370	13F-HR Timeline
Garrett Wealth Advisory Group, LLC	7,533	$462K	0.11%	-301	13F-HR Timeline
Ayrshire Capital Management LLC	7,528	$462K	0.23%	+213	13F-HR Timeline
INTREPID CAPITAL MANAGEMENT INC	7,479	$459K	0.23%	0	13F-HR Timeline
Dorsey & Whitney Trust CO LLC	7,394	$454K	0.03%	+2,719	13F-HR Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA	7,385	$453K	<0.01%	+1,876	13F-HR Timeline Group
CATALYST FINANCIAL PARTNERS LLC	7,382	$453K	0.09%	0	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	7,363	$452K	0.03%	-339	13F-HR Timeline
Sequoia Financial Advisors, LLC	7,320	$449K	<0.01%	-2,118	13F-HR/A Timeline
Family Capital Trust Co	7,300	$448K	0.15%	0	13F-HR Timeline
Perigon Wealth Management, LLC	7,183	$447K	0.01%	+44	13F-HR Timeline
Rehmann Capital Advisory Group	7,208	$442K	0.03%	-166	13F-HR Timeline
Sheaff Brock Investment Advisors, LLC	7,190	$441K	0.04%	+1	13F-HR Timeline
BRADY FAMILY WEALTH, LLC	7,135	$438K	0.13%	+1	13F-HR Timeline
Alta Wealth Advisors LLC	7,121	$437K	0.19%	-572	13F-HR Timeline
FineMark National Bank & Trust	7,104	$436K	0.02%	0	13F-HR Timeline
Capital Advantage, Inc.	7,098	$435K	0.08%	new	13F-HR Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC	7,084	$435K	<0.01%	-313	13F-HR Timeline Group
Dynasty Wealth Management, LLC	7,074	$434K	0.01%	new	13F-HR Timeline
POTENTIA WEALTH	7,064	$433K	0.19%		13F-HR Timeline
BKM Wealth Management, LLC	7,045	$432K	0.18%	-308	13F-HR Timeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…	7,017	$430K	0.15%	+2,215	13F-HR Timeline
New England Private Wealth Advisors LLC	6,993	$429K	0.07%	+21	13F-HR Timeline
Core Wealth Advisors, Inc.	6,990	$429K	0.14%	+73	13F-HR Timeline
Clearwater Capital Advisors, LLC	6,974	$428K	0.04%	new	13F-HR Timeline
Hanson & Doremus Investment Management	6,937	$426K	0.07%	-3	13F-HR Timeline
First City Capital Management, Inc.	6,929	$425K	0.23%	0	13F-HR Timeline
Carnegie Investment Counsel	6,858	$421K	0.01%	0	13F-HR Timeline
ALTERNA WEALTH MANAGEMENT, INC	6,854	$420K	0.35%	0	13F-HR Timeline
Main Street Financial Solutions, LLC	6,836	$419K	0.04%	-7,634	13F-HR Timeline
RIVERCHASE WEALTH MANAGEMENT, LLC	6,835	$419K	0.31%		13F-HR Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…	6,825	$419K	<0.01%	+1,265	13F-HR Timeline Group
Stanich Group LLC	6,812	$418K	0.31%		13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	6,795	$417K	0.06%	-480	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	6,783	$416K	0.01%	0	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	6,771	$415K	0.03%	+218	13F-HR Timeline
RDA Financial Network	6,715	$412K	0.12%	-1,339	13F-HR Timeline
BRIGHTON JONES LLC	6,696	$411K	0.01%	+2,304	13F-HR/A Timeline
Destination Wealth Management	6,689	$410K	0.01%	-28	13F-HR Timeline
Formidable Asset Management, LLC	6,685	$410K	0.07%	0	13F-HR Timeline
CVFG LLC	6,587	$404K	0.37%		13F-HR Timeline
SAX WEALTH ADVISORS, LLC	6,564	$403K	0.03%	+218	13F-HR Timeline
Quadcap Wealth Management, LLC	6,556	$402K	0.06%	+1,357	13F-HR Timeline
Mandatum Life Insurance Co Ltd	6,546	$402K	0.12%	0	13F-HR Timeline
Farther Finance Advisors, LLC	6,524	$400K	0.01%	-1,436	13F-HR Timeline
Keebeck Wealth Management	6,523	$400K	0.06%	-868	13F-HR Timeline
Empire Financial Management Company, LLC	6,509	$399K	0.12%	+50	13F-HR Timeline
Bluesphere Advisors LLC	6,499	$399K	0.2%	+177	13F-HR Timeline
DIVERSIFIED TRUST CO	6,486	$398K	0.01%	-500	13F-HR Timeline
PRICE T ROWE ASSOCIATES INC /MD/	6,449	$396K	<0.01%	-4,948	13F-HR Timeline
M3 Advisory Group, LLC	6,456	$396K	0.28%	-352	13F-HR Timeline
Headlands Technologies LLC	6,428	$394K	0.04%	new	13F-HR Timeline
TRUE Private Wealth Advisors	6,386	$392K	0.05%	+108	13F-HR Timeline
AMERIFLEX GROUP, INC.	6,139	$390K	0.18%		13F-HR Timeline
National Wealth Management Group, LLC	6,304	$387K	0.26%	-252	13F-HR Timeline
FRANKLIN RESOURCES INCin group Franklin Resources	6,300	$386K	<0.01%	0	13F-HR Timeline Group
OneAscent Financial Services LLCin group OneAscent Financial Services …	6,297	$386K	0.03%	new	13F-HR Timeline Group
Impact Capital Partners LLC	6,270	$385K	0.14%		13F-HR Timeline
Zhang Financial LLC	6,265	$384K	0.02%	+28	13F-HR Timeline
HBK Sorce Advisory LLC	6,260	$384K	0.01%	+203	13F-HR Timeline
Francis Financial, Inc.	6,238	$383K	0.1%	0	13F-HR Timeline
Mendel Capital Management LLC	6,233	$382K	0.23%	+9	13F-HR Timeline
Two West Capital Advisors LLC	6,193	$380K	0.33%	+2,772	13F-HR Timeline
Wilmington Savings Fund Society, FSB	6,177	$379K	0.01%	+188	13F-HR Timeline
LaSalle St. Investment Advisors, LLC	6,160	$377K	0.12%	new	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	6,131	$376K	0.01%	+1,442	13F-HR Timeline
Continuum Advisory, LLC	6,115	$375K	0.05%	-126	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	6,033	$370K	0.05%	+38	13F-HR Timeline
ORRSTOWN FINANCIAL SERVICES INC	6,018	$369K	0.1%	0	13F-HR Timeline
Symphony Financial, Ltd. Co.	5,843	$369K	0.06%	+272	13F-HR Timeline
TANDEM CAPITAL MANAGEMENT CORP /ADV	6,011	$369K	0.2%	-90	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	5,995	$368K	0.19%	+272	13F-HR Timeline
FSB PREMIER WEALTH MANAGEMENT, INC.	5,990	$367K	0.15%	+783	13F-HR Timeline
Balboa Wealth Partners	5,954	$365K	0.08%	-18,841	13F-HR Timeline
Stonebrook Private Inc.	5,931	$364K	0.1%	-343	13F-HR Timeline