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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
FSB PREMIER WEALTH MANAGEMENT, INC.6,022$385K0.14%+2213F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC6,018$385K0.08%013F-HRTimeline
Sanchez Wealth Management Group6,017$385K0.09%-2,46213F-HRTimeline
Dynamic Financial Group5,890$377K0.36%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,835$373K0.01%-7,32413F-HRTimelineGroup
Lion Street Advisors, LLC5,768$369K0.11%new13F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV5,761$368K0.19%-25013F-HRTimeline
Commonwealth Retirement Investments LLC5,707$365K0.14%+1,30713F-HRTimeline
ABOUND FINANCIAL, LLC5,706$365K0.16%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,703$365K<0.01%013F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC5,648$361K0.13%+23813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,643$361K<0.01%-113F-HRTimeline
Continuum Advisory, LLC5,625$360K0.04%-30513F-HRTimeline
Edgestream Partners, L.P.5,624$360K0.01%+2,31513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,558$355K0.03%+1,94113F-HRTimeline
GPS Wealth Strategies Group, LLC5,554$355K0.04%+28513F-HRTimeline
Insight Wealth Partners, LLC5,545$355K0.2%013F-HRTimeline
Addison Advisors LLC5,523$353K0.09%013F-HRTimeline
Betterment LLC5,477$350K<0.01%-98713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,429$347K0.05%+42313F-HRTimeline
Eastover Investment Advisors LLC5,428$347K0.16%013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…5,400$345K0.05%013F-HRTimeline
Future Financial Wealth Managment LLC5,395$345K0.24%-1113F-HRTimeline
Bond & Devick Financial Network, Inc.5,392$345K0.11%013F-HRTimeline
Drucker Wealth 3.0, LLC5,271$342K0.07%-20913F-HRTimeline
Aurora Private Wealth, Inc.5,348$342K0.25%-3,12813F-HRTimeline
Annex Advisory Services, LLC5,348$342K0.01%-2,40713F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.5,345$342K0.24%+73713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC5,333$341K0.43%-8013F-HRTimeline
Williams Jones Wealth Management, LLC.5,331$341K<0.01%new13F-HRTimeline
Royal Harbor Partners, LLC5,325$340K0.12%+2813F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC5,301$339K0.16%-60113F-HRTimeline
GM Advisory Group, LLC5,300$339K0.02%new13F-HRTimeline
Pacific Wealth Management5,280$338K0.17%013F-HRTimeline
Tyler-Stone Wealth Management5,271$337K0.05%+1113F-HRTimeline
Oak Harvest Investment Services5,260$336K0.04%+213F-HRTimeline
Soundwatch Capital LLC5,272$335K0.06%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV5,244$335K0.05%-6113F-HRTimeline
Legacy Edge Advisors, LLC5,212$333K0.04%new13F-HRTimeline
TRUST CO OF VERMONT5,200$332K0.02%+74913F-HRTimeline
Rollins Financial Advisors, LLC5,150$329K0.05%new13F-HRTimeline
Capital Market Strategies LLC5,138$329K0.23%+11513F-HRTimeline
Greykasell Wealth Strategies, Inc.5,088$325K0.16%new13F-HRTimeline
SYON CAPITAL LLC5,050$323K0.02%new13F-HRTimeline
Integrity Investment Advisors, LLC5,022$321K0.25%013F-HRTimeline
SOL Capital Management CO5,000$320K0.03%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,000$320K0.02%013F-HRTimeline
Geneva Partners, LLC4,981$318K0.13%+90513F-HRTimeline
Mascoma Wealth Management LLC4,958$317K0.07%-2,20113F-HRTimeline
Avant Capital LLC4,954$317K0.25%+1,02813F-HRTimeline
Bison Wealth, LLC4,877$316K0.03%+73413F-HRTimeline
PHILADELPHIA TRUST CO4,935$316K0.02%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC4,934$315K0.1%-91913F-HRTimeline
Syntegra Private Wealth Group, LLC4,899$313K0.03%-19613F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO4,885$312K0.02%-55613F-HRTimeline
MOLLER WEALTH PARTNERS4,879$312K0.07%+41313F-HRTimeline
Carl P. Sherr & Co., LLC4,876$312K0.16%-79513F-HRTimeline
Bedel Financial Consulting, Inc.4,862$311K0.04%-7513F-HRTimeline
WEALTHGARDEN F.S. LLC4,771$308K0.26%new13F-HRTimeline
BOS Asset Management, LLC4,814$308K0.1%-26513F-HRTimeline
HFG Advisors, Inc.4,767$305K0.24%013F-HRTimeline
Kelly Financial Services LLC4,758$304K0.09%-5813F-HRTimeline
Integrity Financial Corp /WA4,729$302K0.15%-613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/4,694$301K<0.01%-1,75513F-HRTimeline
LM Advisors LLC4,684$299K0.04%013F-HRTimeline
CX Institutional4,673$299K0.01%+213F-HR/ATimeline
Ethos Financial Group, LLC4,620$295K0.03%+46513F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.4,602$294K0.02%+913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,600$294K<0.01%013F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC4,574$292K0.15%new13F-HRTimeline
Southeast Asset Advisors, LLC4,549$291K0.03%013F-HRTimeline
Headlands Technologies LLC4,547$291K0.03%-1,19713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,534$290K<0.01%013F-HRTimelineGroup
Resurgent Financial Advisors LLC4,528$290K0.16%new13F-HRTimeline
Security Financial Services, INC.4,525$289K0.05%-3,46513F-HRTimeline
Castle Rock Wealth Management, LLC4,445$289K0.07%+2313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,507$288K<0.01%+34913F-HRTimeline
Navis Wealth Advisors, LLC4,506$288K0.24%013F-HRTimeline
Curtis Advisory Group, LLC4,500$288K0.07%013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC4,500$288K0.05%013F-HRTimeline
Blue Zone Wealth Advisors, LLC4,500$288K0.07%013F-HRTimeline
Procyon Advisors, LLC4,471$285K0.03%013F-HRTimeline
Noble Family Wealth, LLC4,441$284K0.07%new13F-HRTimeline
Wilmington Savings Fund Society, FSB4,435$284K0.01%-1,55413F-HRTimeline
TWO SIGMA SECURITIES, LLC4,430$283K0.03%new13F-HRTimeline
DUNCKER STREETT & CO INC4,386$280K0.05%+1,60613F-HRTimeline
Investment Planning Advisors, Inc.4,353$278K0.1%+44713F-HRTimeline
Squire Investment Management Company, L…4,353$278K0.1%-313F-HRTimeline
Integras Partners LLC4,346$278K0.28%+1013F-HRTimeline
SP Asset Management LLC4,308$275K0.02%+1713F-HRTimeline
Essex LLC4,285$274K0.05%-27513F-HRTimeline
Randolph Co Inc4,277$273K0.03%-5,87613F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC4,257$272K2.22%new13F-HRTimeline
Waterfront Wealth Inc.4,248$272K0.06%-11213F-HRTimeline
Key Financial Inc4,247$272K0.05%+38613F-HRTimeline
Klingman & Associates, LLC4,200$269K0.01%new13F-HRTimeline
Empower Advisory Group, LLC4,181$267K<0.01%-57213F-HRTimeline
Creekmur Asset Management LLC4,162$266K0.05%+1,04413F-HRTimeline
EVERPAR ADVISORS LLC4,158$266K0.12%new13F-HRTimeline
Guardian Asset Advisors, LLC4,147$266K0.15%+58013F-HRTimeline
Amplius Wealth Advisors, LLC4,145$265K0.02%-44113F-HRTimeline
STOCK YARDS BANK & TRUST CO4,123$264K0.01%-31313F-HRTimeline
BRIGHTON SECURITIES CORP.4,113$263K0.14%new13F-HRTimeline
Federation des caisses Desjardins du Qu…4,095$262K<0.01%+4613F-HRTimeline
Private Capital Management, LLC4,086$261K0.03%+7413F-HRTimeline
Capital Square, LLC4,008$260K0.14%+9713F-HRTimeline
Guardian Partners Inc.4,000$260K0.02%013F-HRTimeline
Sachetta, LLC4,030$258K0.1%+713F-HRTimeline
Note Advisors, LLC4,022$257K0.18%+2413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,016$257K0.01%-1,78113F-HRTimelineGroup
Facet Wealth, Inc.3,962$256K0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,976$254K<0.01%013F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC3,946$252K0.02%new13F-HRTimelineGroup
Cedar Wealth Management, LLC3,934$252K0.09%013F-HRTimeline
MCDONALD PARTNERS LLC3,926$251K0.06%-50013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC3,899$249K0.09%013F-HRTimeline
Visionary Horizons, LLC3,893$249K0.16%+213F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC3,882$248K0.01%new13F-HRTimelineGroup
GDS Wealth Management3,873$248K0.02%013F-HRTimeline
Hirtle & Co., LLC3,869$247K0.01%013F-HRTimeline
Montz Harcus Wealth Management LLC3,855$246K0.12%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,841$246K0.11%-4713F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA3,780$242K0.04%013F-HRTimelineGroup
OARSMAN CAPITAL, INC.3,767$241K0.04%013F-HRTimeline
Nalls Sherbakoff Group, LLC3,765$241K0.18%-88013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,762$241K0.01%-47513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,755$240K0.01%+1313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,753$240K<0.01%+30813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC3,684$236K0.08%-25413F-HRTimeline
DAVIS R M INC3,680$235K<0.01%+41813F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC3,674$235K0.03%-90813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,668$235K0.08%-1,04213F-HR/ATimeline
HHM Wealth Advisors, LLC3,650$233K0.03%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,634$232K0.04%-28513F-HRTimeline
M3 Advisory Group, LLC3,631$232K0.16%-98913F-HRTimeline
MTM Investment Management, LLC3,629$232K0.08%013F-HRTimeline
Root Financial Partners, LLC3,616$231K0.02%new13F-HRTimeline
SAPIENT CAPITAL LLC3,571$228K<0.01%013F-HRTimeline
BROGAN FINANCIAL, INC.3,571$228K0.1%+1913F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,546$227K0.02%new13F-HRTimeline
UMB Bank, n.a.3,542$226K<0.01%013F-HR/ATimeline
Pinnacle Financial Partners Inc3,542$226K<0.01%new13F-HRTimeline
Ironwood Investment Counsel, LLC3,536$226K0.03%-23713F-HRTimeline
Heritage Wealth Management, Inc./Texas3,528$226K0.11%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,519$225K<0.01%+2,65313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Founders Financial Alliance, LLC3,512$225K0.05%+3413F-HRTimeline
Balefire, LLC3,493$223K0.05%new13F-HRTimeline
Huntleigh Advisors, Inc.3,460$221K0.04%013F-HRTimeline
SIMON QUICK ADVISORS, LLC3,454$221K0.01%+313F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,423$219K0.04%013F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…3,404$218K0.02%013F-HRTimelineGroup
Pandora Wealth, Inc.3,400$217K0.13%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,378$216K<0.01%-4,46613F-HRTimeline
OAKWORTH CAPITAL, INC.3,355$215K0.01%013F-HRTimeline
TFR Capital, LLC.3,350$214K0.08%-20313F-HR/ATimeline
Wrenne Financial Planning LLC3,340$214K0.1%013F-HRTimeline
Westside Investment Management, Inc.3,302$211K0.04%+50213F-HRTimeline
JMG Financial Group, Ltd.3,300$211K0.01%013F-HRTimeline
North Star Investment Management Corp.3,291$210K0.01%013F-HRTimeline
Gimbal Financial3,289$210K0.13%-291,58213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV3,265$209K0.07%+313F-HRTimeline
NWF Advisory Services Inc.3,259$208K0.02%new13F-HRTimeline
PLANNING DIRECTIONS INC3,257$208K0.12%new13F-HRTimeline
One Capital Management, LLC3,244$207K0.01%-5013F-HRTimeline
Lee Financial Co3,240$207K0.03%new13F-HRTimeline
Aaron Wealth Advisors LLC3,224$206K0.02%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC3,223$206K0.02%new13F-HRTimeline
Sharp Wealth Advisory, LLC3,222$206K0.13%new13F-HRTimeline
Stordahl Capital Management, Inc.3,220$206K0.05%new13F-HRTimeline
Wealth Architects, LLC3,206$205K0.02%new13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC3,202$205K0.04%new13F-HRTimeline
Landmark Wealth Management, LLC3,154$202K0.09%new13F-HRTimeline
MGB Wealth Management, LLC3,153$202K0.07%+2,17113F-HRTimeline
Simmons Bankin group Simmons Bank3,152$202K0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,129$200K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.3,009$192K0.01%-17913F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,000$192K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB2,938$188K0.01%+10413F-HRTimeline
Plante Moran Financial Advisors, LLC2,770$177K0.01%-86513F-HRTimeline
Valued Wealth Advisors LLC2,729$174K0.09%-3013F-HRTimeline
West Branch Capital LLC2,706$173K0.05%+1413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,694$172K0.03%-7113F-HRTimeline
BARRETT & COMPANY, INC.2,600$166K0.06%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,550$163K0.01%+1313F-HRTimeline
Wood Tarver Financial Group, LLC2,553$163K0.05%-39613F-HRTimeline
JFS WEALTH ADVISORS, LLC2,449$157K0.01%+1,95413F-HRTimeline
AMERIFLEX GROUP, INC.2,449$155K0.08%-4,37913F-HRTimeline
Bogart Wealth, LLC2,427$155K0.01%-1,00113F-HRTimeline
LGT Financial Advisors LLC2,373$152K0.38%-13113F-HRTimeline
CENTRAL TRUST Co2,369$151K<0.01%+44713F-HRTimeline
Stone House Investment Management, LLC2,328$149K0.03%+713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,290$146K0.01%013F-HRTimelineGroup
ROWLANDMILLER & PARTNERS.ADV2,215$142K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.2,176$139K0.01%+9613F-HRTimeline
WPG Advisers, LLC2,100$134K0.11%013F-HRTimeline
American Capital Advisory, LLC2,043$131K0.07%-1,07613F-HRTimeline
Cranbrook Wealth Management, LLC1,967$126K0.03%013F-HRTimeline
Brooklyn Investment Group1,949$125K0.02%new13F-HR/ATimeline
Wellington Shields Capital Management, …group of 2 filers holding1,894$121K-1,865Timeline
EPG Wealth Management LLC1,877$120K0.04%-26,05613F-HRTimeline