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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
Advisor Resource Council13,184$815K0.07%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC13,159$813K0.02%-2,50013F-HRTimelineGroup
ORG Partners LLC13,128$811K0.2%-62,20913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC12,911$798K0.05%-3,25713F-HRTimeline
BEACON FINANCIAL PLANNING, INC12,831$793K0.46%+7,74613F-HRTimeline
PCA Investment Advisory Services Inc.12,810$791K0.42%+3013F-HRTimeline
Smithfield Trust Co12,719$784K0.04%-4,16813F-HRTimeline
Cascades Capital Asset Management, LLC12,662$782K0.42%-46713F-HRTimeline
CENTAURUS FINANCIAL, INC.12,648$781K0.05%+91913F-HRTimeline
HM PAYSON & CO12,539$775K0.01%-64013F-HRTimeline
Horizon Investment Services, LLC12,369$764K0.37%-1,78413F-HRTimeline
LifePlan Financial, LLC12,201$754K0.66%+83913F-HRTimeline
WealthCare Investment Partners, LLC13,151$752K0.32%-53313F-HRTimeline
Raab & Moskowitz Asset Management LLC12,106$748K0.19%+8513F-HRTimeline
Element Wealth, LLC12,061$745K0.4%-1,07613F-HRTimeline
Insight Wealth Strategies, LLC11,951$738K0.1%-12313F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP13,341$737K0.15%-40813F-HRTimeline
Legacy Trust11,892$735K0.18%+6,50013F-HRTimeline
Main Street Financial Solutions, LLC11,886$734K0.06%+5,05013F-HRTimeline
Flagship Private Wealth, LLC11,811$730K0.35%+113F-HRTimeline
Evernest Financial Advisors, LLC11,797$729K0.26%013F-HRTimeline
Wedmont Private Capital12,488$729K0.04%+19613F-HRTimeline
Modern Wealth Management, LLC11,785$728K0.02%+1,45213F-HR/ATimeline
Pallas Capital Advisors LLC11,762$727K0.03%+18713F-HRTimeline
Roxbury Financial LLC11,315$726K0.71%+47113F-HRTimeline
ADELL HARRIMAN & CARPENTER INC11,738$725K0.05%+37513F-HRTimeline
Cardinal Point Capital Management ULC11,684$722K0.07%+513F-HRTimeline
Venture Visionary Partners LLC11,625$718K0.03%+26213F-HRTimeline
Wealth Management Associates, Inc.11,532$712K0.31%+10313F-HRTimeline
Fort Sheridan Advisors LLC11,443$707K0.11%+6913F-HRTimeline
ARS Investment Partners, LLC11,500$705K0.06%013F-HRTimeline
EFG Private Wealth Management (Americas…11,417$705K0.14%+2,03413F-HRTimeline
Olde Wealth Management, LLC11,374$702K0.25%013F-HRTimeline
Virtue Capital Management, LLC11,315$700K0.08%new13F-HRTimeline
Compass Financial Services Inc11,186$691K0.36%+4513F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…11,116$685K0.21%-1,20113F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp11,062$683K0.04%+21513F-HRTimelineGroup
Apeiron RIA LLC11,029$681K0.21%+3913F-HRTimeline
PKS Advisory Services, LLC11,025$681K0.19%-50413F-HRTimeline
Veracity Capital LLC10,988$679K0.27%+51113F-HRTimeline
Investment Partners Asset Management, I…10,931$675K0.53%+1,07813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,902$674K0.01%-23113F-HRTimeline
Sunburst Financial Group, LLC10,877$672K0.16%-73713F-HRTimeline
Principle Wealth Partners LLC10,853$670K0.05%013F-HRTimeline
Sovran Advisors, LLC11,439$666K0.09%-1,10313F-HRTimeline
SigFig Wealth Management, LLC10,828$662K0.02%-1,37513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,701$661K0.02%+63513F-HRTimeline
MSH Capital Advisors LLC10,700$661K0.2%+1,23213F-HRTimeline
Kraft, Davis & Associates, LLC11,297$660K0.21%+113F-HRTimeline
Redwood Financial Network Corp10,606$655K0.5%-5013F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.10,599$655K0.15%013F-HRTimeline
Qube Research & Technologies Ltd10,471$647K<0.01%+1,97213F-HRTimeline
Marshall Financial Group, LLC10,412$643K0.14%-51,61213F-HRTimeline
Human Investing LLC10,380$641K0.11%+39113F-HRTimeline
ALBION FINANCIAL GROUP /UT10,373$641K0.05%-25913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.10,350$639K0.56%+513F-HRTimeline
Advance Capital Management, Inc.10,329$638K0.03%+2,19713F-HRTimeline
Modera Wealth Management, LLC10,298$636K0.01%013F-HRTimeline
Biltmore Family Office, LLC10,247$633K0.11%013F-HRTimeline
Wolfstich Capital, LLC10,192$630K0.57%013F-HR/ATimeline
Allen Capital Group, LLC10,165$628K0.07%+34713F-HRTimeline
Randolph Co Inc10,153$627K0.07%-52313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,134$626K<0.01%new13F-HRTimelineGroup
Round Rock Advisors LLC10,107$624K0.12%+1,56413F-HRTimeline
Comprehensive Financial Planning, Inc./…10,098$624K0.61%-1,75513F-HRTimeline
NWAM LLC10,070$622K0.05%+6,22113F-HRTimeline
Roberts Financial Services LLC10,059$621K0.12%013F-HRTimeline
Latitude Advisors, LLC10,022$619K0.36%+1,15813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC9,987$617K0.47%+3,13313F-HRTimeline
Sowell Financial Services LLC9,979$616K0.03%-25013F-HRTimeline
Caprock Group, LLC9,972$616K0.02%new13F-HRTimeline
NOVEM GROUP9,962$615K0.09%-43413F-HRTimeline
Golden State Wealth Management, LLC9,876$610K0.09%-38213F-HR/ATimeline
AdvisorNet Financial, Inc9,756$603K0.04%+4613F-HRTimeline
W ADVISORS, LLC9,697$599K0.38%013F-HRTimeline
SageView Advisory Group, LLC9,677$598K0.03%-2,06213F-HRTimeline
Rehmann Capital Advisory Group9,675$598K0.04%+2,46713F-HRTimeline
PFG Investments, LLC9,670$597K0.04%+38113F-HRTimeline
Jordan Park Group LLC9,500$587K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,499$587K0.01%+40213F-HRTimelineGroup
Dana Investment Advisors, Inc.9,410$581K0.02%+65413F-HRTimeline
Michels Family Financial, LLC9,393$580K0.52%-15413F-HRTimeline
HUB Investment Partners, LLC9,382$580K0.02%-62713F-HRTimeline
Ignite Planners, LLC9,623$577K0.11%+65313F-HRTimeline
Clarus Wealth Advisors9,757$575K0.31%+4,30513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …9,237$571K0.12%-2,44413F-HRTimeline
BRIGHTON JONES LLC9,218$569K0.02%+2,52213F-HRTimeline
Lincoln Capital LLC9,738$569K0.12%-28213F-HRTimeline
RFG - Bristol Wealth Advisors, LLC9,190$568K0.19%-5,40213F-HRTimeline
Signal Advisors Wealth, LLC9,166$566K0.06%+34413F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,162$566K0.02%-44,79013F-HRTimeline
DIVERSIFIED TRUST CO9,111$563K0.01%+2,62513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC9,063$560K0.19%+4,68213F-HRTimeline
Jackson Hole Capital Partners, LLC8,884$549K0.11%013F-HRTimeline
Glenview Trust Co8,879$549K0.01%+8813F-HR/ATimeline
Marcum Wealth, LLC8,846$546K0.05%+1113F-HRTimeline
Breakwater Capital Group8,839$546K0.1%+14613F-HRTimeline
Summit X, LLC8,787$543K0.11%+55813F-HRTimeline
Ayrshire Capital Management LLC8,687$537K0.26%+1,15913F-HRTimeline
Bell Bank8,600$531K0.03%013F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC8,542$528K0.49%013F-HRTimeline
WEALTH EFFECTS LLC8,531$527K0.22%013F-HRTimeline
Lane & Associates LLC8,512$526K0.28%+96213F-HRTimeline
Aurora Private Wealth, Inc.8,476$524K0.42%-5,82513F-HR/ATimeline
Sanchez Wealth Management Group8,479$524K0.14%-48313F-HRTimeline
Tranquilli Financial Advisor LLC8,429$521K0.33%new13F-HRTimeline
FineMark National Bank & Trust8,424$520K0.02%+1,32013F-HRTimeline
River Wealth Advisors LLC8,350$516K0.07%-35013F-HRTimeline
SAX WEALTH ADVISORS, LLC8,275$511K0.04%+1,71113F-HRTimeline
FIRST MANHATTAN CO. LLC.8,261$510K<0.01%+213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,250$510K<0.01%-25013F-HRTimelineGroup
Scott & Selber, Inc.8,231$509K0.16%+213F-HRTimeline
Whelan Financial8,181$505K0.2%-20413F-HRTimeline
NovaPoint Capital, LLC8,057$498K0.15%-99413F-HRTimeline
Security Financial Services, INC.7,990$494K0.1%013F-HRTimeline
GeoWealth Management, LLC7,968$492K0.02%-3,76213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC7,967$492K0.09%+58513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,844$485K0.01%+15213F-HRTimeline
Financial Partners Group, Inc7,794$482K0.07%+3513F-HRTimeline
HEADINVEST, LLC7,785$481K0.09%-2,76013F-HRTimeline
BKM Wealth Management, LLC7,766$480K0.2%+72113F-HRTimeline
Annex Advisory Services, LLC7,755$479K0.01%-2,97213F-HRTimeline
City State Bank7,732$478K0.16%+8513F-HRTimeline
Balance Wealth Partners LLC7,717$477K0.31%13F-HRTimeline
Willis Johnson & Associates, Inc.7,711$476K0.04%+13313F-HRTimeline
McAdam, LLC7,707$476K0.03%-1,18313F-HRTimeline
Summit Financial Strategies, Inc.7,692$475K0.05%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC7,661$473K0.25%-28313F-HR/ATimeline
Keebeck Wealth Management7,643$472K0.07%+1,12013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,611$470K0.03%013F-HRTimelineGroup
Bluesphere Advisors LLC7,591$469K0.27%+1,09213F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC7,479$462K0.22%013F-HRTimeline
Sharkey, Howes & Javer7,454$461K0.07%-1,18313F-HRTimeline
Dorsey & Whitney Trust CO LLC7,394$457K0.03%013F-HRTimeline
Family Capital Trust Co7,300$451K0.16%013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC7,287$450K0.22%-31013F-HRTimeline
Whitener Capital Management, Inc.7,250$448K0.13%-40013F-HRTimeline
Carnegie Investment Counsel7,872$446K0.01%+1,01413F-HRTimeline
Sheaff Brock Investment Advisors, LLC7,216$446K0.04%+2613F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,161$442K0.03%+39013F-HRTimeline
Mascoma Wealth Management LLC7,159$442K0.11%-5,25213F-HRTimeline
Alta Wealth Advisors LLC7,141$441K0.2%+2013F-HRTimeline
BRADY FAMILY WEALTH, LLC7,136$441K0.14%+113F-HRTimeline
POTENTIA WEALTH7,064$436K0.2%013F-HRTimeline
Capital Advantage, Inc.7,098$435K0.08%013F-HRTimeline
Core Wealth Advisors, Inc.6,990$432K0.14%013F-HRTimeline
New England Private Wealth Advisors LLC6,984$431K0.07%-913F-HRTimeline
Garrett Wealth Advisory Group, LLC6,952$429K0.1%-58113F-HRTimeline
Hanson & Doremus Investment Management6,937$429K0.06%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…6,937$429K0.16%-8013F-HRTimeline
First City Capital Management, Inc.6,929$428K0.26%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC6,835$422K0.3%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,830$422K<0.01%+513F-HRTimelineGroup
AMERIFLEX GROUP, INC.6,828$422K0.17%+68913F-HRTimeline
Stanich Group LLC6,812$421K0.31%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC6,795$420K0.06%013F-HRTimeline
Perigon Wealth Management, LLC6,746$417K0.01%-43713F-HRTimeline
Destination Wealth Management6,724$415K0.01%+3513F-HRTimeline
Bernard Wealth Management Corp.6,717$415K0.2%-1,14413F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,702$414K0.02%-66113F-HRTimeline
Formidable Asset Management, LLC6,685$413K0.07%013F-HRTimeline
Central Pacific Bank - Trust Division6,651$411K0.06%-1,87013F-HRTimeline
TRUE Private Wealth Advisors6,599$408K0.05%+21313F-HRTimeline
Collaborative Wealth Managment Inc.6,570$406K0.19%-1,20813F-HRTimeline
Mandatum Life Insurance Co Ltd6,546$404K0.12%013F-HRTimeline
Quadcap Wealth Management, LLC6,496$401K0.06%-6013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC6,866$400K0.24%new13F-HRTimeline
Betterment LLC6,464$399K<0.01%+1,37713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/6,449$399K<0.01%013F-HRTimeline
Bay Capital Advisors, LLC6,433$397K0.33%-1,95513F-HRTimeline
National Wealth Management Group, LLC6,382$394K0.26%+7813F-HRTimeline
Empire Financial Management Company, LLC6,382$394K0.12%-12713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,300$389K<0.01%013F-HRTimelineGroup
Zhang Financial LLC6,289$389K0.02%+2413F-HRTimeline
CVFG LLC6,260$387K0.35%-32713F-HRTimeline
Fortis Advisors, LLC6,252$386K0.25%-1,41213F-HRTimeline
OLD NATIONAL BANCORP /IN/6,250$386K0.01%+83413F-HRTimeline
Mendel Capital Management LLC6,241$386K0.23%+813F-HRTimeline
Francis Financial, Inc.6,238$385K0.09%013F-HRTimeline
ROMANO BROTHERS AND COMPANY6,233$385K0.05%+20013F-HRTimeline
SteelPeak Wealth, LLC6,193$383K0.02%-1,56213F-HRTimeline
Gateway Wealth Partners, LLC6,171$381K0.09%-1,76113F-HRTimeline
Hobbs Group Advisors, LLC6,138$379K0.14%+58713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC6,018$372K0.09%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV6,011$371K0.21%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.6,000$371K0.14%+1013F-HRTimeline
BEACON FINANCIAL GROUP5,997$370K0.04%new13F-HRTimeline
Trek Financial, LLC5,994$370K0.03%new13F-HRTimeline
Wilmington Savings Fund Society, FSB5,989$370K0.01%-18813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,985$370K<0.01%-1,40013F-HRTimelineGroup
Continuum Advisory, LLC5,930$366K0.05%-18513F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC5,902$365K0.19%-9313F-HRTimeline
Texas Capital Bank Wealth Management Se…5,884$364K0.04%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC5,853$362K0.13%-1,88613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,797$358K0.02%+1,96013F-HRTimelineGroup
Headlands Technologies LLC5,744$355K0.04%-68413F-HRTimeline
ABOUND FINANCIAL, LLC5,706$353K0.18%+113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,703$352K0.01%013F-HRTimelineGroup
Carl P. Sherr & Co., LLC5,671$350K0.19%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,644$349K<0.01%+613F-HRTimeline