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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
Insight Wealth Partners, LLC5,545$343K0.21%013F-HRTimeline
Addison Advisors LLC5,523$341K0.09%+3313F-HRTimeline
L. Roy Papp & Associates, LLP5,508$340K0.04%013F-HRTimeline
Drucker Wealth 3.0, LLC5,480$339K0.07%-3213F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO5,441$336K0.02%+38013F-HRTimeline
Eastover Investment Advisors LLC5,428$335K0.16%-3,69513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC5,413$334K0.45%-513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC5,410$334K0.13%013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…5,400$334K0.05%013F-HRTimeline
Future Financial Wealth Managment LLC5,406$334K0.24%-49613F-HRTimeline
Bond & Devick Financial Network, Inc.5,392$333K0.12%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV5,305$328K0.05%-913F-HRTimeline
Royal Harbor Partners, LLC5,297$327K0.13%+2713F-HRTimeline
Pacific Wealth Management5,280$326K0.18%013F-HRTimeline
Soundwatch Capital LLC5,272$326K0.15%-38413F-HRTimeline
GPS Wealth Strategies Group, LLC5,269$326K0.04%+53113F-HRTimeline
Tyler-Stone Wealth Management5,260$325K0.06%+1013F-HRTimeline
Oak Harvest Investment Services5,258$325K0.05%+113F-HRTimeline
RDA Financial Network5,245$324K0.1%-1,47013F-HRTimeline
LongView Wealth Management5,185$320K0.1%+49613F-HRTimeline
CHILTON INVESTMENT CO INC.5,174$320K0.01%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,159$319K0.01%new13F-HRTimeline
Syntegra Private Wealth Group, LLC5,095$315K0.04%+10413F-HRTimeline
Pinnacle Financial Group, LLC / IL5,094$315K0.11%+40713F-HRTimeline
BOS Asset Management, LLC5,079$314K0.11%+41613F-HRTimeline
Capital Market Strategies LLC5,023$310K0.21%-5,77713F-HRTimeline
Integrity Investment Advisors, LLC5,022$310K0.28%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,006$309K0.06%new13F-HR/ATimeline
SOL Capital Management CO5,000$309K0.03%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,000$309K0.02%013F-HRTimeline
CALTON & ASSOCIATES, INC.4,997$309K0.07%new13F-HR/ATimeline
BCU Wealth Advisors, LLC4,995$309K0.16%+2013F-HRTimeline
Fisher Asset Management, LLC4,973$307K<0.01%new13F-HRTimeline
PHILADELPHIA TRUST CO4,935$305K0.03%013F-HRTimeline
GC Wealth Management RIA, LLC4,888$302K0.06%-3113F-HRTimeline
Kelly Financial Services LLC4,816$298K0.1%-9513F-HRTimeline
Bedel Financial Consulting, Inc.4,937$297K0.04%-58413F-HRTimeline
HFG Advisors, Inc.4,767$295K0.25%+12113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,773$294K0.02%-1,52413F-HRTimelineGroup
Empower Advisory Group, LLC4,753$294K<0.01%-89013F-HRTimeline
Integrity Financial Corp /WA4,735$293K0.17%+5213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,710$290K0.11%+61213F-HRTimeline
LM Advisors LLC4,684$289K0.05%013F-HRTimeline
CX Institutional4,671$289K0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC4,645$287K0.23%13F-HRTimeline
M3 Advisory Group, LLC4,620$285K0.23%-1,83613F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.4,608$285K0.22%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,600$284K<0.01%013F-HRTimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.4,593$284K0.02%013F-HRTimeline
Amplius Wealth Advisors, LLC4,586$283K0.03%+1,30013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC4,582$283K0.04%-7113F-HRTimeline
Essex LLC4,560$282K0.06%013F-HRTimeline
Southeast Asset Advisors, LLC4,549$281K0.03%-2213F-HRTimeline
Freedom Investment Management, Inc.4,549$281K0.02%-153,22713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,534$280K<0.01%new13F-HRTimelineGroup
Navis Wealth Advisors, LLC4,506$278K0.27%013F-HRTimeline
Curtis Advisory Group, LLC4,500$278K0.08%013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC4,500$278K0.05%013F-HRTimeline
Blue Zone Wealth Advisors, LLC4,500$278K0.08%new13F-HRTimeline
Procyon Advisors, LLC4,471$276K0.02%-1,09413F-HRTimeline
MOLLER WEALTH PARTNERS4,466$276K0.07%+1013F-HRTimeline
TRUST CO OF VERMONT4,451$275K0.01%013F-HRTimeline
STOCK YARDS BANK & TRUST CO4,436$274K0.01%013F-HRTimeline
MCDONALD PARTNERS LLC4,426$273K0.07%-75013F-HRTimeline
Castle Rock Wealth Management, LLC4,422$272K0.07%+2213F-HRTimeline
ZWJ INVESTMENT COUNSEL INC4,405$272K0.01%-3,56913F-HRTimeline
Commonwealth Retirement Investments LLC4,400$272K0.11%-33513F-HRTimeline
Waterfront Wealth Inc.4,360$269K0.07%+11413F-HRTimeline
High Falls Advisors, Inc4,357$269K0.06%-50513F-HRTimeline
Squire Investment Management Company, L…4,356$269K0.11%-98913F-HRTimeline
Integras Partners LLC4,336$268K0.24%+413F-HRTimeline
SP Asset Management LLC4,291$265K0.02%+1613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,237$262K0.01%-39913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,158$257K0.01%-22813F-HRTimeline
Ethos Financial Group, LLC4,155$255K0.02%013F-HRTimeline
Arax Advisory Partners4,097$253K0.02%-12613F-HRTimeline
Geneva Partners, LLC4,076$252K0.13%+68713F-HRTimeline
Federation des caisses Desjardins du Qu…4,049$250K<0.01%+1,09613F-HRTimeline
Stonebrook Private Inc.4,036$249K0.06%-1,89513F-HRTimeline
Bison Wealth, LLC4,143$249K0.02%new13F-HRTimeline
Sachetta, LLC4,023$249K0.1%-57413F-HRTimeline
Private Capital Management, LLC4,012$248K0.03%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments4,004$247K0.02%new13F-HRTimelineGroup
Note Advisors, LLC3,998$247K0.2%-31013F-HRTimeline
Traynor Capital Management, Inc.3,994$247K0.02%+6413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,976$246K<0.01%013F-HRTimelineGroup
Cedar Wealth Management, LLC3,934$243K0.09%013F-HRTimeline
Avant Capital LLC3,926$243K0.2%new13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,919$242K0.05%+1713F-HRTimeline
First Financial Bankshares Inc3,915$242K0.01%+17313F-HRTimeline
Capital Square, LLC3,911$242K0.14%-5013F-HRTimeline
Investment Planning Advisors, Inc.3,906$241K0.1%new13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC3,899$241K0.09%013F-HRTimeline
Visionary Horizons, LLC3,891$240K0.17%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,888$240K0.11%-18913F-HRTimeline
GDS Wealth Management3,873$239K0.02%013F-HRTimeline
Hirtle & Co., LLC3,869$239K0.01%013F-HRTimeline
Key Financial Inc3,861$239K0.05%013F-HRTimeline
Straight Path Wealth Management3,854$238K0.1%new13F-HRTimeline
Single Point Partners, LLC3,858$238K0.06%+513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC3,938$237K0.09%new13F-HRTimeline
Guardian Partners Inc.4,000$235K0.02%013F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA3,780$234K0.04%013F-HRTimelineGroup
Ironwood Investment Counsel, LLC3,773$233K0.04%new13F-HRTimeline
OARSMAN CAPITAL, INC.3,767$233K0.04%-46513F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding3,759$232K+598Timeline
Soltis Investment Advisors LLC3,744$231K0.02%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,742$231K0.01%-39413F-HR/ATimeline
ZACKS INVESTMENT MANAGEMENT3,736$231K<0.01%-14,42813F-HRTimeline
SVB WEALTH LLC3,717$230K0.01%+313F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…3,673$227K0.11%+17813F-HRTimelineGroup
BIP Wealth, LLC3,665$226K0.01%new13F-HRTimeline
Two West Capital Advisors LLC3,875$226K0.19%-2,31813F-HRTimeline
HHM Wealth Advisors, LLC3,650$225K0.03%-7913F-HRTimeline
Balboa Wealth Partners3,648$225K0.05%-2,30613F-HRTimeline
RVW Wealth, LLC3,644$225K0.02%-11913F-HRTimeline
Plante Moran Financial Advisors, LLC3,635$225K0.02%013F-HRTimeline
MTM Investment Management, LLC3,629$224K0.09%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC3,875$222K0.02%+19713F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC3,617$222K0.02%013F-HRTimeline
SAPIENT CAPITAL LLC3,571$221K<0.01%new13F-HRTimeline
Concorde Asset Management, LLC3,689$220K0.12%-5613F-HRTimeline
TFR Capital, LLC.3,553$220K0.09%-9013F-HRTimeline
BROGAN FINANCIAL, INC.3,552$219K0.11%+1813F-HRTimeline
UMB Bank, n.a.3,542$219K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Guardian Asset Advisors, LLC3,567$217K0.14%-34113F-HRTimeline
Advisors Capital Management, LLC3,503$216K<0.01%-69613F-HRTimeline
Founders Financial Alliance, LLC3,478$215K0.05%+313F-HRTimeline
Huntleigh Advisors, Inc.3,460$214K0.05%013F-HR/ATimeline
SIMON QUICK ADVISORS, LLC3,451$213K0.01%-66513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,445$213K<0.01%-30413F-HRTimeline
Bogart Wealth, LLC3,428$212K0.01%-835,84113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,423$211K0.04%013F-HRTimelineGroup
Clearwater Capital Advisors, LLC3,422$211K0.02%-3,55213F-HRTimeline
American Money Management, LLC3,419$211K0.04%-13613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…3,404$210K0.02%013F-HRTimelineGroup
Pandora Wealth, Inc.3,400$210K0.14%13F-HRTimeline
Goodwin Investment Advisory3,357$207K0.32%new13F-HRTimeline
OAKWORTH CAPITAL, INC.3,355$207K0.01%013F-HRTimeline
Wrenne Financial Planning LLC3,340$206K0.11%013F-HRTimeline
Edgestream Partners, L.P.3,309$204K0.01%new13F-HRTimeline
JMG Financial Group, Ltd.3,300$204K0.01%013F-HRTimeline
One Capital Management, LLC3,294$204K0.01%-10013F-HRTimeline
North Star Investment Management Corp.3,291$203K0.01%013F-HRTimeline
Second Line Capital, LLC3,275$202K0.05%new13F-HRTimeline
DAVIS R M INC3,262$202K<0.01%new13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV3,262$202K0.07%new13F-HRTimeline
Leo Wealth, LLC3,255$201K0.03%-37,10613F-HRTimeline
GHP Investment Advisors, Inc.3,188$197K0.01%+22513F-HRTimeline
American Capital Advisory, LLC3,119$193K0.1%-7813F-HRTimeline
Creekmur Asset Management LLC3,118$193K0.04%+49113F-HRTimeline
Sandy Spring Bank3,001$185K0.01%-86813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,000$185K<0.01%-14,64813F-HRTimelineGroup
Wood Tarver Financial Group, LLC2,949$182K0.06%+313F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,834$175K0.01%+42313F-HRTimeline
Westside Investment Management, Inc.2,800$173K0.04%-1,27313F-HRTimeline
DUNCKER STREETT & CO INC2,780$172K0.03%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,765$171K0.03%013F-HRTimeline
Valued Wealth Advisors LLC2,759$170K0.1%-1713F-HRTimeline
West Branch Capital LLC2,692$166K0.06%+1313F-HRTimeline
BARRETT & COMPANY, INC.2,600$161K0.07%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,537$157K0.02%+1313F-HRTimeline
LGT Financial Advisors LLC2,504$155K0.47%-51213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,485$153K<0.01%-55,60213F-HRTimelineGroup
Stone House Investment Management, LLC2,321$143K0.03%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,290$141K0.01%013F-HRTimelineGroup
ROWLANDMILLER & PARTNERS.ADV2,215$137K0.03%013F-HRTimeline
PFG Private Wealth Management, LLC2,199$136K0.07%013F-HRTimeline
WPG Advisers, LLC2,100$130K0.12%013F-HRTimeline
LANARK FINANCIAL, INC.2,080$128K0.01%+2,07813F-HRTimeline
Cranbrook Wealth Management, LLC1,967$122K0.03%013F-HRTimeline
Kiker Wealth Management, LLC1,967$122K0.08%new13F-HRTimeline
CENTRAL TRUST Co1,922$119K<0.01%-66813F-HRTimeline
Glassman Wealth Services1,876$116K0.02%-65713F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1,776$110K0.07%new13F-HRTimeline
Copia Wealth Management1,775$110K0.1%-39013F-HRTimeline
Archer Investment Corp1,729$107K0.03%+113F-HRTimeline
HOEY INVESTMENTS, INC1,653$102K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,642$102K0.02%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC1,625$100K0.08%new13F-HRTimeline
MCF Advisors LLC1,611$99.5K0.01%+2013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,579$97.6K0.02%+313F-HRTimeline
Noble Wealth Management PBC1,510$93.3K0.06%+3513F-HRTimeline
Beacon Capital Management, LLC1,478$91.3K0.01%+1,00113F-HRTimeline
Gleason Group, Inc.1,462$90.4K0.02%+713F-HRTimeline
Medallion Wealth Advisors, LLC1,407$86.7K0.04%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,380$85.3K0.02%013F-HRTimeline
Lindbrook Capital, LLC1,379$85.2K0.01%-57713F-HRTimeline
Fourth Dimension Wealth, LLC1,306$80.7K0.04%-59213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,277$79K<0.01%-1,71013F-HRTimelineGroup
Versant Capital Management, Inc1,268$78.3K0.01%+713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,229$75.9K0.03%013F-HRTimeline
Gen-Wealth Partners Inc1,217$75.2K0.03%-10513F-HRTimeline
Park Square Financial Group, LLC1,217$75.2K0.06%-38713F-HRTimeline
Ridgewood Investments LLC1,182$73K0.03%013F-HRTimeline
WASHINGTON TRUST Co1,159$71.6K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,157$70.9K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA1,134$70.1K<0.01%013F-HRTimelineGroup
Wayfinding Financial, LLC1,147$70K0.03%new13F-HRTimeline
Pineridge Advisors LLC1,106$68.3K0.03%-64513F-HRTimeline