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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
Delos Wealth Advisors, LLC13,473$861K0.67%013F-HRTimeline
ASPIRIANT, LLC13,463$861K0.03%013F-HRTimeline
ORG Partners LLC13,359$856K0.18%+23113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,322$852K0.07%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC13,285$849K0.01%+2,38313F-HRTimeline
Focus Financial Network, Inc.13,268$848K0.03%-813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,232$846K0.14%-25313F-HRTimeline
Talon Private Wealth, LLC13,111$838K0.12%-49813F-HRTimeline
CENTAURUS FINANCIAL, INC.13,017$832K0.05%+36913F-HRTimeline
PCA Investment Advisory Services Inc.12,991$831K0.35%+18113F-HRTimeline
LaSalle St. Investment Advisors, LLC12,962$828K0.23%-37313F-HRTimeline
Roxbury Financial LLC12,768$816K0.8%+1,45313F-HRTimeline
Smithfield Trust Co12,720$814K0.04%+113F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,709$813K0.02%+3,54713F-HRTimeline
Cascades Capital Asset Management, LLC12,518$800K0.41%-14413F-HRTimeline
Element Wealth, LLC12,261$784K0.36%+20013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…12,255$784K0.25%-1,01713F-HRTimelineGroup
Main Street Financial Solutions, LLC12,191$779K0.06%+30513F-HRTimeline
ADELL HARRIMAN & CARPENTER INC12,184$779K0.05%+44613F-HRTimeline
LifePlan Financial, LLC12,161$778K0.64%-4013F-HRTimeline
Raab & Moskowitz Asset Management LLC12,110$774K0.18%+413F-HRTimeline
Insight Wealth Strategies, LLC11,928$772K0.1%-2313F-HRTimeline
ARS Investment Partners, LLC12,067$772K0.06%+56713F-HRTimeline
EFG Private Wealth Management (Americas…12,037$770K0.14%+62013F-HRTimeline
Walkner Condon Financial Advisors LLC11,968$765K0.14%-2,73313F-HRTimeline
Ellenbecker Investment Group11,913$762K0.12%-4,89213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,849$758K<0.01%new13F-HRTimelineGroup
Flagship Private Wealth, LLC11,813$755K0.32%+213F-HR/ATimeline
Evernest Financial Advisors, LLC11,797$754K0.24%013F-HRTimeline
CHILTON INVESTMENT CO INC.11,654$745K0.02%+6,48013F-HRTimeline
Gilbert Capital Group, Inc.11,629$744K0.62%13F-HRTimeline
Wealth Management Associates, Inc.11,536$738K0.29%+413F-HRTimeline
American State Bank (Iowa)11,436$731K0.4%-2,36313F-HRTimeline
Pallas Capital Advisors LLC11,384$728K0.03%-37813F-HRTimeline
Apeiron RIA LLC11,351$726K0.19%+32213F-HRTimeline
Investment Partners Asset Management, I…11,279$721K0.5%+34813F-HRTimeline
West Wealth Group, LLC11,127$721K0.18%-2,20813F-HRTimeline
Aspen Wealth Management LLC11,272$721K0.18%-3,24413F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…11,116$720K0.17%013F-HRTimelineGroup
Compass Financial Services Inc11,232$718K0.35%+4613F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC11,180$717K0.06%+7,30513F-HRTimelineGroup
Principle Wealth Partners LLC11,145$713K0.04%+29213F-HRTimeline
Carnegie Investment Counsel11,044$706K0.01%+3,17213F-HRTimeline
Veracity Capital LLC10,979$702K0.24%-913F-HRTimeline
Sunburst Financial Group, LLC10,877$695K0.16%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp10,855$694K0.04%-20713F-HRTimelineGroup
NOVEM GROUP10,850$694K0.09%+88813F-HRTimeline
MONTAG & CALDWELL, LLC10,771$689K0.15%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,612$679K0.02%+3,00113F-HRTimelineGroup
Beacon Harbor Wealth Advisors, Inc.10,599$678K0.17%013F-HRTimeline
Cardinal Point Capital Management ULC10,561$675K0.05%-1,12313F-HRTimeline
PKS Advisory Services, LLC10,458$669K0.17%-56713F-HRTimeline
Horizon Investment Services, LLC10,413$666K0.29%-1,95613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC10,409$666K0.04%-2,50213F-HRTimeline
ALBION FINANCIAL GROUP /UT10,373$663K0.04%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.10,333$661K0.51%-1713F-HRTimeline
MSH Capital Advisors LLC10,326$660K0.19%-37413F-HRTimeline
GWN SECURITIES INC.10,275$658K0.12%-15,43513F-HRTimeline
Modera Wealth Management, LLC10,264$656K0.01%-3413F-HRTimeline
Biltmore Family Office, LLC10,247$655K0.11%013F-HRTimeline
Fort Sheridan Advisors LLC10,226$654K0.09%-1,21713F-HRTimeline
PFG Investments, LLC10,165$650K0.04%+49513F-HRTimeline
Comprehensive Financial Planning, Inc./…10,148$649K0.51%+5013F-HRTimeline
Quantinno Capital Management LP10,136$648K<0.01%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC10,122$647K0.52%+13513F-HRTimeline
Redwood Financial Network Corp10,119$647K0.44%-48713F-HRTimeline
Round Rock Advisors LLC10,115$647K0.11%+813F-HRTimeline
Symphony Financial, Ltd. Co.9,961$647K0.08%new13F-HR/ATimeline
Cornerstone Wealth Group, LLC10,097$646K0.05%new13F-HRTimeline
Sowell Financial Services LLC10,071$644K0.03%+9213F-HRTimeline
Latitude Advisors, LLC10,045$642K0.32%+2313F-HRTimeline
Avantra Family Wealth, Inc.9,962$637K0.53%-7,46513F-HRTimeline
Kraft, Davis & Associates, LLC9,652$633K0.17%-1,64513F-HRTimeline
Lincoln Capital LLC9,892$633K0.12%+15413F-HRTimeline
Dana Investment Advisors, Inc.9,854$630K0.02%+44413F-HRTimeline
Two West Capital Advisors LLC9,570$630K0.41%+5,69513F-HRTimeline
SigFig Wealth Management, LLC9,885$629K0.02%-94313F-HRTimeline
Signal Advisors Wealth, LLC9,821$628K0.05%+65513F-HRTimeline
Allen Capital Group, LLC9,810$627K0.07%-35513F-HRTimeline
Ignite Planners, LLC9,628$624K0.11%+513F-HR/ATimeline
W ADVISORS, LLC9,697$620K0.36%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,649$617K<0.01%+1,39913F-HRTimelineGroup
ONE Advisory Partners, LLC9,361$616K0.21%new13F-HRTimeline
Willis Johnson & Associates, Inc.9,617$615K0.04%+1,90613F-HRTimeline
DIVERSIFIED TRUST CO9,598$614K0.01%+48713F-HRTimeline
Glenview Trust Co9,516$608K0.01%+63713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,503$608K0.01%+413F-HRTimelineGroup
Jordan Park Group LLC9,500$607K0.04%013F-HRTimeline
Safeguard Investment Advisory Group, LLC9,393$601K0.15%new13F-HRTimeline
Michels Family Financial, LLC9,309$595K0.51%-8413F-HRTimeline
Golden State Wealth Management, LLC9,299$595K0.07%-57713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …9,237$591K0.11%013F-HRTimeline
HUB Investment Partners, LLC9,169$586K0.02%-21313F-HRTimeline
BRIGHTON JONES LLC9,130$584K0.02%-8813F-HRTimeline
HM PAYSON & CO9,127$584K0.01%-3,41213F-HRTimeline
Clarus Wealth Advisors8,988$582K0.27%-76913F-HRTimeline
Diametric Capital, LP9,064$580K0.31%new13F-HRTimeline
Advance Capital Management, Inc.9,043$578K0.03%-1,28613F-HRTimeline
Jackson Hole Capital Partners, LLC8,884$568K0.1%013F-HRTimeline
Marshall Financial Group, LLC8,766$568K0.11%-1,64613F-HRTimeline
Qube Research & Technologies Ltd8,745$559K<0.01%-1,72613F-HRTimeline
Kathmere Capital Management, LLC8,623$551K0.04%new13F-HRTimeline
Bell Bank8,600$550K0.03%013F-HRTimeline
Ayrshire Capital Management LLC8,537$546K0.26%-15013F-HRTimeline
WEALTH EFFECTS LLC8,521$545K0.2%-1013F-HRTimeline
SageView Advisory Group, LLC8,286$543K0.02%-1,39113F-HRTimeline
FineMark National Bank & Trust8,424$539K0.02%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …8,330$538K0.04%+3,55713F-HRTimelineGroup
Summit X, LLC8,318$532K0.1%-46913F-HRTimeline
McAdam, LLC8,316$532K0.03%+60913F-HRTimeline
FIRST MANHATTAN CO. LLC.8,259$528K<0.01%-213F-HRTimeline
SCS Capital Management LLC8,259$528K0.01%new13F-HRTimeline
Scott & Selber, Inc.8,233$526K0.15%+213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,214$525K<0.01%+2,22913F-HRTimelineGroup
Whelan Financial8,163$522K0.19%-1813F-HRTimeline
SAX WEALTH ADVISORS, LLC8,128$520K0.03%-14713F-HRTimeline
River Wealth Advisors LLC8,100$518K0.06%-25013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,099$518K<0.01%+1,26913F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …8,030$513K0.03%new13F-HRTimelineGroup
GTS SECURITIES LLC8,000$512K0.02%new13F-HRTimeline
OLD MISSION CAPITAL LLC8,000$512K0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC7,994$511K0.03%+60013F-HRTimeline
Breakwater Capital Group7,990$511K0.08%-84913F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC7,919$506K0.44%-62313F-HRTimeline
Stonebrook Private Inc.7,906$505K0.12%+3,87013F-HRTimeline
Financial Partners Group, Inc7,831$501K0.07%+3713F-HRTimeline
Bluesphere Advisors LLC7,796$498K0.25%+20513F-HRTimeline
HBK Sorce Advisory LLC7,769$497K0.01%-8,30013F-HRTimeline
HEADINVEST, LLC7,766$497K0.11%-1913F-HRTimeline
Summit Financial Strategies, Inc.7,692$492K0.05%013F-HRTimeline
Hobbs Group Advisors, LLC7,623$487K0.17%+1,48513F-HRTimeline
City State Bank7,532$482K0.15%-20013F-HRTimeline
Stanich Group LLC7,409$481K0.43%+59713F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC7,479$478K0.19%013F-HRTimeline
Rehmann Capital Advisory Group7,470$478K0.03%-2,20513F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC7,467$477K0.05%-50013F-HRTimeline
Balance Wealth Partners LLC7,419$474K0.28%-29813F-HRTimeline
LongView Wealth Management7,362$471K0.14%+2,17713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC7,326$468K0.21%-33513F-HRTimeline
Keebeck Wealth Management7,312$468K0.06%-33113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC7,304$467K0.21%+1713F-HRTimeline
Family Capital Trust Co7,300$467K0.16%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC7,291$466K<0.01%new13F-HR/ATimelineGroup
Whitener Capital Management, Inc.7,250$464K0.12%013F-HRTimeline
Sterling Investment Counsel, LLC7,214$461K0.27%-28,05413F-HRTimeline
Fortis Advisors, LLC7,199$460K0.29%+94713F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,193$460K0.03%+3213F-HRTimeline
Alta Wealth Advisors LLC7,161$458K0.22%+2013F-HRTimeline
Capital Advantage, Inc.7,155$457K0.07%+5713F-HRTimeline
AdvisorNet Financial, Inc7,154$457K0.03%-2,60213F-HRTimeline
BRADY FAMILY WEALTH, LLC7,137$456K0.14%+113F-HRTimeline
SIG BROKERAGE, LP7,133$456K0.13%new13F-HRTimeline
EVOKE WEALTH, LLC7,084$453K0.01%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,082$453K0.13%-1,98113F-HRTimeline
POTENTIA WEALTH7,064$452K0.26%013F-HRTimeline
Arrowroot Family Office, LLC7,023$449K0.2%13F-HRTimeline
Inscription Capital, LLC7,011$448K0.06%-8,78913F-HRTimeline
BKM Wealth Management, LLC7,008$448K0.18%-75813F-HRTimeline
Core Wealth Advisors, Inc.6,990$447K0.13%013F-HRTimeline
Garrett Wealth Advisory Group, LLC6,961$445K0.09%+913F-HRTimeline
Arista Wealth Management, LLC6,961$445K0.06%new13F-HRTimeline
Tactive Advisors, LLC6,949$444K0.14%13F-HRTimeline
New England Private Wealth Advisors LLC6,804$444K0.06%-18013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…6,937$444K0.16%013F-HRTimeline
Arax Advisory Partners6,936$443K0.02%+2,83913F-HRTimeline
First City Capital Management, Inc.6,929$443K0.26%013F-HRTimeline
Demars Financial Group, LLC6,911$442K0.17%-419,74913F-HRTimeline
High Falls Advisors, Inc6,910$442K0.1%+2,55313F-HRTimeline
OLD NATIONAL BANCORP /IN/6,864$439K0.01%+61413F-HRTimeline
Hanson & Doremus Investment Management6,857$438K0.06%-8013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC6,835$437K0.28%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC6,795$434K0.05%013F-HRTimeline
TRUE Private Wealth Advisors6,737$431K0.05%+13813F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,702$429K0.02%013F-HRTimeline
Central Pacific Bank - Trust Division6,694$428K0.05%+4313F-HRTimeline
Destination Wealth Management6,648$425K0.01%-7613F-HRTimeline
Pinnacle Financial Group, LLC / IL6,642$425K0.14%+1,54813F-HRTimeline
Collaborative Wealth Managment Inc.6,570$420K0.18%013F-HRTimeline
Trek Financial, LLC6,552$419K0.03%+55813F-HRTimeline
Quadcap Wealth Management, LLC6,519$417K0.05%+2313F-HRTimeline
Perigon Wealth Management, LLC6,515$417K0.01%-23113F-HRTimeline
Bernard Wealth Management Corp.6,507$416K0.19%-21013F-HRTimeline
Formidable Asset Management, LLC6,685$413K0.07%013F-HRTimeline
CVFG LLC6,445$412K0.33%+18513F-HRTimeline
Bay Capital Advisors, LLC6,444$412K0.31%+1113F-HRTimeline
National Wealth Management Group, LLC6,416$410K0.23%+3413F-HRTimeline
Empire Financial Management Company, LLC6,352$406K0.12%-3013F-HRTimeline
ROMANO BROTHERS AND COMPANY6,333$405K0.05%+10013F-HRTimeline
Mandatum Life Insurance Co Ltd6,331$405K0.11%-21513F-HRTimeline
Texas Capital Bank Wealth Management Se…6,320$404K0.04%+43613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,300$403K<0.01%013F-HRTimelineGroup
Soltis Investment Advisors LLC6,278$401K0.03%+2,53413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,276$401K0.01%-20,13613F-HRTimeline
Gateway Wealth Partners, LLC6,269$401K0.08%+9813F-HRTimeline
GC Wealth Management RIA, LLC6,254$400K0.03%+1,36613F-HRTimeline
Mendel Capital Management LLC6,249$400K0.23%+813F-HRTimeline
L. Roy Papp & Associates, LLP6,233$399K0.05%+72513F-HRTimeline
Turtle Creek Wealth Advisors, LLC6,200$396K0.05%new13F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC6,144$393K0.37%13F-HRTimeline
BCU Wealth Advisors, LLC6,036$386K0.17%+1,04113F-HRTimeline