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
Sterling Investment Counsel, LLC	5,911	$363K	0.24%	-28,724	13F-HR Timeline
Future Financial Wealth Managment LLC	5,902	$362K	0.26%	-10	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	5,884	$361K	0.04%	+13	13F-HR Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…	5,813	$357K	0.01%	-3,582	13F-HR Timeline Group
Bedel Financial Consulting, Inc.	5,521	$352K	0.05%	+52	13F-HR Timeline
ABOUND FINANCIAL, LLC	5,705	$350K	0.18%		13F-HR Timeline
Vident Advisory, LLCin group Vident Advisory, LLC	5,703	$350K	0.01%	0	13F-HR Timeline Group
Carl P. Sherr & Co., LLC	5,671	$348K	0.18%	0	13F-HR Timeline
Soundwatch Capital LLC	5,656	$347K	0.04%	+384	13F-HR Timeline
Empower Advisory Group, LLC	5,643	$346K	<0.01%	+600	13F-HR Timeline
SILVERCREST ASSET MANAGEMENT GROUP LLC	5,638	$346K	<0.01%	-672	13F-HR Timeline
Procyon Advisors, LLC	5,565	$341K	0.02%	new	13F-HR Timeline
Root Financial Partners, LLC	5,554	$341K	0.04%	new	13F-HR Timeline
Hobbs Group Advisors, LLC	5,551	$340K	0.13%	+941	13F-HR Timeline
Insight Wealth Partners, LLC	5,545	$340K	0.22%	-1,214	13F-HR Timeline
Drucker Wealth 3.0, LLC	5,512	$338K	0.08%	-8,816	13F-HR/A Timeline
Bond & Devick Financial Network, Inc.	5,392	$338K	0.14%	0	13F-HR Timeline
L. Roy Papp & Associates, LLP	5,508	$338K	0.04%	+90	13F-HR Timeline
Addison Advisors LLC	5,490	$337K	0.09%	-226	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	5,418	$332K	0.43%	+5	13F-HR Timeline
Clarus Wealth Advisors	5,452	$332K	0.17%	+317	13F-HR Timeline
OLD NATIONAL BANCORP /IN/	5,416	$332K	0.01%	0	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	5,410	$332K	0.13%	0	13F-HR Timeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…	5,400	$331K	0.05%	0	13F-HR Timeline
Legacy Trust	5,392	$331K	0.08%	0	13F-HR Timeline
Squire Investment Management Company, L…	5,345	$328K	0.14%	new	13F-HR Timeline
PLANNING ALTERNATIVES LTD /ADV	5,314	$326K	0.05%	-78	13F-HR Timeline
Pacific Wealth Management	5,280	$324K	0.17%	-4,378	13F-HR Timeline
Royal Harbor Partners, LLC	5,270	$323K	0.12%	+16	13F-HR Timeline
Oak Harvest Investment Services	5,257	$322K	0.04%	-343	13F-HR Timeline
Tyler-Stone Wealth Management	5,250	$322K	0.06%	+13	13F-HR Timeline
MCDONALD PARTNERS LLC	5,176	$318K	0.08%	0	13F-HR Timeline
CHILTON INVESTMENT CO INC.	5,174	$317K	0.01%	+471	13F-HR Timeline
Betterment LLC	5,087	$312K	<0.01%	-721	13F-HR Timeline
BEACON FINANCIAL PLANNING, INC	5,085	$312K	0.18%	new	13F-HR Timeline
COMMUNITY TRUST & INVESTMENT CO	5,061	$310K	0.02%	+127	13F-HR Timeline
FINANCIAL COUNSELORS INC	5,026	$308K	<0.01%	-3,278	13F-HR Timeline
SOL Capital Management CO	5,000	$307K	0.03%	0	13F-HR Timeline
TRANSCEND CAPITAL ADVISORS, LLC	5,000	$307K	0.02%	-736	13F-HR Timeline
Syntegra Private Wealth Group, LLC	4,991	$306K	0.03%	-52	13F-HR Timeline
BCU Wealth Advisors, LLC	4,975	$305K	0.17%	+24	13F-HR Timeline
PHILADELPHIA TRUST CO	4,935	$303K	0.02%	-1,000	13F-HR Timeline
GC Wealth Management RIA, LLC	4,919	$302K	0.05%	-111	13F-HR Timeline
Kelly Financial Services LLC	4,911	$301K	0.11%	-7	13F-HR/A Timeline
Heck Capital Advisors, LLC	4,902	$301K	0.03%	-31	13F-HR/A Timeline
Buffington Mohr McNeal	4,894	$300K	0.05%	0	13F-HR Timeline
Bison Wealth, LLC	4,869	$299K	0.07%	+14	13F-HR Timeline
High Falls Advisors, Inc	4,862	$298K	0.07%	-3,294	13F-HR Timeline
Crestwood Advisors Group, LLC	4,859	$298K	0.01%	new	13F-HR Timeline
Community Financial Services Group, LLC	4,752	$291K	0.06%	-1,352	13F-HR Timeline
GPS Wealth Strategies Group, LLC	4,738	$291K	0.04%	+1,085	13F-HR Timeline
Commonwealth Retirement Investments LLC	4,735	$290K	0.12%	-720	13F-HR Timeline
LongView Wealth Management	4,689	$288K	0.09%	new	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	4,687	$288K	0.11%	+1,257	13F-HR Timeline
Integrity Financial Corp /WA	4,683	$287K	0.17%	-13	13F-HR Timeline
LM Advisors LLC	4,684	$287K	0.05%	+488	13F-HR/A Timeline
CW Advisors, LLC	4,663	$286K	<0.01%	-103	13F-HR Timeline
BOS Asset Management, LLC	4,663	$286K	0.1%	new	13F-HR Timeline
MATTERN CAPITAL MANAGEMENT, LLC	4,653	$285K	0.04%	0	13F-HR Timeline
United Advisor Group, LLC	4,648	$285K	0.06%	-698	13F-HR Timeline
HFG Advisors, Inc.	4,646	$285K	0.25%	-2,356	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	4,636	$284K	0.01%	-760	13F-HR Timeline
SOUTH PLAINS FINANCIAL, INC.	4,608	$283K	0.22%		13F-HR Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.	4,600	$282K	<0.01%	new	13F-HR Timeline Group
Sachetta, LLC	4,597	$282K	0.11%	-1,838	13F-HR Timeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.	4,593	$282K	0.02%	0	13F-HR Timeline
Castle Rock Wealth Management, LLC	4,400	$281K	0.07%	+26	13F-HR Timeline
Southeast Asset Advisors, LLC	4,571	$280K	0.03%	0	13F-HR Timeline
Essex LLC	4,560	$280K	0.06%	0	13F-HR Timeline
Navis Wealth Advisors, LLC	4,506	$276K	0.3%	0	13F-HR Timeline
Curtis Advisory Group, LLC	4,500	$276K	0.07%	0	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	4,500	$276K	0.05%	0	13F-HR Timeline
Aaron Wealth Advisors LLC	4,473	$274K	0.03%	new	13F-HR Timeline
MOLLER WEALTH PARTNERS	4,456	$273K	0.07%	new	13F-HR Timeline
TRUST CO OF VERMONT	4,451	$273K	0.01%	+1,450	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	4,436	$272K	0.01%	0	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	4,386	$269K	0.01%	-599	13F-HR Timeline
WEST MICHIGAN ADVISORS, LLC	4,381	$269K	0.08%	new	13F-HR Timeline
Integras Partners LLC	4,332	$266K	0.23%		13F-HR Timeline
Note Advisors, LLC	4,308	$264K	0.23%		13F-HR Timeline
SP Asset Management LLC	4,275	$262K	0.02%	+20	13F-HR Timeline
Facet Wealth, Inc.	4,139	$262K	0.01%	new	13F-HR Timeline
Waterfront Wealth Inc.	4,246	$260K	0.06%	+50	13F-HR Timeline
OARSMAN CAPITAL, INC.	4,232	$260K	0.05%	+45	13F-HR Timeline
Arax Advisory Partners	4,223	$259K	0.02%	+2,372	13F-HR Timeline
Advisors Capital Management, LLC	4,199	$258K	<0.01%	+535	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	4,186	$257K	0.01%	+286	13F-HR Timeline
Ethos Financial Group, LLC	4,155	$255K	0.03%	-1,220	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	4,136	$254K	0.01%	+18	13F-HR/A Timeline
SIMON QUICK ADVISORS, LLC	4,116	$252K	0.02%	+673	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	4,098	$251K	0.11%	+53	13F-HR Timeline
Capital Square, LLC	3,961	$251K	0.14%	+720	13F-HR Timeline
FIRETHORN WEALTH PARTNERS, LLC	4,077	$250K	0.12%	-20	13F-HR Timeline
Westside Investment Management, Inc.	4,073	$250K	0.05%	-97	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	3,899	$249K	0.09%		13F-HR Timeline
Guardian Partners Inc.	4,000	$245K	0.02%		13F-HR Timeline
WEALTHGARDEN F.S. LLC	3,977	$244K	0.23%	-2,157	13F-HR Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\	3,976	$244K	<0.01%	-2,900	13F-HR/A Timeline Group
Cedar Wealth Management, LLC	3,934	$241K	0.09%	-21,835	13F-HR Timeline
Strategic Wealth Investment Group, LLC	3,933	$241K	0.03%	+360	13F-HR/A Timeline
Traynor Capital Management, Inc.	3,930	$241K	0.02%	new	13F-HR Timeline
Caitlin John, LLC	3,908	$240K	0.16%	+126	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	3,902	$239K	0.05%	+233	13F-HR Timeline
Guardian Asset Advisors, LLC	3,908	$239K	0.15%	-451	13F-HR Timeline
TAP Consulting, LLC	3,874	$238K	0.05%	+132	13F-HR Timeline
GDS Wealth Management	3,873	$238K	0.02%	0	13F-HR Timeline
Hirtle & Co., LLC	3,869	$237K	0.01%	0	13F-HR Timeline
Sandy Spring Bank	3,869	$237K	0.01%	+3,077	13F-HR Timeline
Key Financial Inc	3,861	$237K	0.05%	0	13F-HR Timeline
NWAM LLC	3,849	$236K	0.01%	0	13F-HR Timeline
Single Point Partners, LLC	3,853	$236K	0.05%	-98	13F-HR Timeline
Ascent Group, LLCin group Ascent Group, LLC	3,837	$235K	0.02%	+200	13F-HR Timeline Group
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA	3,780	$232K	0.04%	0	13F-HR Timeline Group
RVW Wealth, LLC	3,763	$231K	0.02%	-8,043	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	3,749	$230K	<0.01%	new	13F-HR Timeline
Concorde Asset Management, LLC	3,745	$230K	0.12%	+367	13F-HR Timeline
First Financial Bankshares Inc	3,742	$230K	<0.01%	0	13F-HR Timeline
HHM Wealth Advisors, LLC	3,729	$229K	0.03%	-1	13F-HR Timeline
SVB WEALTH LLC	3,714	$228K	<0.01%	new	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	3,709	$228K	0.05%	-182	13F-HR Timeline Group
TFR Capital, LLC.	3,643	$223K	0.11%		13F-HR Timeline
Plante Moran Financial Advisors, LLC	3,635	$223K	0.02%	0	13F-HR Timeline
MTM Investment Management, LLC	3,629	$223K	0.09%	0	13F-HR Timeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC	3,678	$222K	0.02%	+9	13F-HR Timeline Group
ARMSTRONG ADVISORY GROUP, INC	3,617	$222K	0.02%	-120	13F-HR Timeline
FORTRESS PRIVATE LEDGER, LLC	3,611	$221K	0.14%		13F-HR Timeline
Maia Wealth LLC	3,480	$221K	0.05%	new	13F-HR Timeline
American Money Management, LLC	3,555	$218K	0.04%	-108	13F-HR Timeline
UMB Bank, n.a.	3,542	$217K	<0.01%	-2,291	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
BROGAN FINANCIAL, INC.	3,534	$217K	0.11%	+22	13F-HR Timeline
MERIDIAN MANAGEMENT CO	3,519	$216K	0.06%	+1	13F-HR Timeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…	3,495	$214K	0.11%	+236	13F-HR Timeline Group
Berger Financial Group, Inc	3,489	$214K	0.01%	-121	13F-HR Timeline
Founders Financial Alliance, LLC	3,475	$213K	0.06%	-144	13F-HR Timeline
Huntleigh Advisors, Inc.	3,460	$212K	0.05%		13F-HR Timeline
M1 Capital Management LLC	3,432	$211K	0.11%		13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	3,423	$210K	0.04%	0	13F-HR Timeline Group
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…	3,404	$209K	0.02%	0	13F-HR Timeline Group
One Capital Management, LLC	3,394	$208K	0.01%	-55	13F-HR Timeline
Geneva Partners, LLC	3,389	$208K	0.08%	-6	13F-HR Timeline
Teamwork Financial Advisors, LLC	3,384	$208K	0.03%	new	13F-HR Timeline
Secure Asset Management, LLC	3,365	$206K	0.03%	new	13F-HR Timeline
OAKWORTH CAPITAL, INC.	3,355	$206K	0.01%	0	13F-HR Timeline
Wrenne Financial Planning LLC	3,340	$205K	0.12%	0	13F-HR Timeline
JMG Financial Group, Ltd.	3,300	$202K	0.01%	0	13F-HR Timeline
North Star Investment Management Corp.	3,291	$202K	0.01%	0	13F-HR Timeline
Amplius Wealth Advisors, LLC	3,286	$202K	0.02%	0	13F-HR Timeline
American Capital Advisory, LLC	3,197	$196K	0.11%	+1	13F-HR Timeline
Wellington Shields Capital Management, …group of 2 filers holding	3,161	$194K		new	Timeline Wellington Shields & Co., LLC: 2,931 (0.06%) 13F-HR Wellington Shields Capital Manage…: 230 (<0.01%) 13F-HR
Coppell Advisory Solutions LLC	3,140	$192K	0.03%	+585	13F-HR Timeline
Sanctuary Wealth Management, L.L.C.	3,087	$189K	0.13%	+349	13F-HR Timeline
LGT Financial Advisors LLC	3,016	$185K	0.41%	-31	13F-HR Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC	2,987	$183K	<0.01%	-809	13F-HR Timeline Group
EnRich Financial Partners LLC	2,974	$182K	0.06%	0	13F-HR Timeline
GHP Investment Advisors, Inc.	2,963	$182K	0.01%	0	13F-HR Timeline
Federation des caisses Desjardins du Qu…	2,953	$181K	<0.01%	-2,193	13F-HR Timeline
Wood Tarver Financial Group, LLC	2,946	$180K	0.06%		13F-HR Timeline
DUNCKER STREETT & CO INC	2,780	$171K	0.03%	0	13F-HR Timeline
Valued Wealth Advisors LLC	2,776	$170K	0.11%	new	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	2,765	$170K	0.03%	0	13F-HR Timeline
Cassady Schiller Wealth Management, LLC	2,721	$167K	0.06%	-607	13F-HR Timeline
West Branch Capital LLC	2,679	$164K	0.05%	+17	13F-HR Timeline
Creekmur Asset Management LLC	2,627	$161K	0.04%	+13	13F-HR Timeline
BARRETT & COMPANY, INC.	2,600	$159K	0.07%	0	13F-HR Timeline
CENTRAL TRUST Co	2,590	$159K	<0.01%	0	13F-HR Timeline
Glassman Wealth Services	2,533	$155K	0.03%	-3,632	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	2,524	$155K	0.01%	+16	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	2,411	$148K	<0.01%	+611	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	2,290	$140K	0.01%	0	13F-HR Timeline Group
ROWLANDMILLER & PARTNERS.ADV	2,215	$136K	0.03%	-65	13F-HR Timeline
PFG Private Wealth Management, LLC	2,199	$135K	0.08%	-154	13F-HR Timeline
Copia Wealth Management	2,165	$133K	0.13%		13F-HR Timeline
Private Wealth Management Group, LLC	2,157	$132K	0.05%	new	13F-HR Timeline
WPG Advisers, LLC	2,100	$129K	0.12%		13F-HR Timeline
SIGNATUREFD, LLC	2,047	$126K	<0.01%	-97	13F-HR Timeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…	2,031	$125K	0.02%	0	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	2,027	$124K	0.01%	+1,184	13F-HR Timeline
Cranbrook Wealth Management, LLC	1,967	$121K	0.03%	0	13F-HR Timeline
Lindbrook Capital, LLC	1,956	$120K	0.01%	+577	13F-HR Timeline
Fourth Dimension Wealth, LLC	1,898	$116K	0.06%		13F-HR Timeline
LEE DANNER & BASS INC	1,850	$113K	0.01%	new	13F-HR Timeline
Pineridge Advisors LLC	1,751	$107K	0.04%	+478	13F-HR Timeline
Archer Investment Corp	1,728	$106K	0.03%	+1	13F-HR Timeline
Castleview Partners, LLC	1,686	$103K	0.06%	+65	13F-HR/A Timeline
HOEY INVESTMENTS, INC	1,653	$101K	0.02%	new	13F-HR Timeline
West Financial Advisors, LLC	1,638	$100K	0.02%	-84	13F-HR Timeline
Park Square Financial Group, LLC	1,604	$98.4K	0.07%		13F-HR Timeline
MCF Advisors LLC	1,591	$97.6K	0.01%	+2	13F-HR Timeline
CAROLINAS WEALTH CONSULTING LLC	1,576	$96.6K	0.02%	+6	13F-HR Timeline
Empowered Funds, LLC	1,535	$94.2K	<0.01%	new	13F-HR Timeline
Noble Wealth Management PBC	1,475	$90.5K	0.06%		13F-HR Timeline
Gleason Group, Inc.	1,455	$89.3K	0.02%	+9	13F-HR Timeline
Medallion Wealth Advisors, LLC	1,407	$86.3K	0.04%		13F-HR Timeline
Sugar Maple Asset Management, LLC	1,400	$85.9K	0.07%	new	13F-HR Timeline
Cordgrass Capital Advisors, LLC	1,380	$84.6K	0.02%	0	13F-HR Timeline
Gen-Wealth Partners Inc	1,322	$81.1K	0.03%	+105	13F-HR Timeline
Versant Capital Management, Inc	1,261	$77.4K	0.02%	+7	13F-HR Timeline
FAS Wealth Partners, Inc.	1,231	$75.5K	0.01%	+213	13F-HR Timeline
Jackson, Grant Investment Advisers, Inc.	1,229	$75.4K	0.03%	0	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	1,205	$73.9K	0.01%	+177	13F-HR Timeline