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Disclosery

DGRO ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Ridgewood Investments LLC1,182$72.5K0.04%013F-HRTimeline
WASHINGTON TRUST Co1,159$71.1K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,157$70.9K0.02%+5713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NorthRock Partners, LLC1,144$70.2K<0.01%-2,91813F-HR/ATimeline
BOKF, NAin group BOKF, NA1,134$68.6K<0.01%-82213F-HRTimelineGroup
Heritage Wealth Advisors1,104$67.7K<0.01%-18513F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,086$66.6K0.13%-1,50213F-HRTimeline
Quent Capital, LLC1,012$62.1K0.01%+1213F-HRTimeline
Blue Trust, Inc.995$61K<0.01%-5,40713F-HR/ATimeline
WINTRUST INVESTMENTS LLC1,008$61K0.05%+10113F-HRTimeline
BFSG, LLC974$59.7K0.01%013F-HRTimeline
WHITTIER TRUST CO969$59.4K<0.01%+30413F-HRTimeline
MGB Wealth Management, LLC933$57.2K0.02%+44813F-HRTimeline
Hemington Wealth Management926$56K0.01%013F-HRTimeline
Hilltop National Bank904$55.5K0.02%013F-HRTimeline
Morton Brown Family Wealth, LLC899$55.1K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton896$55K0.01%013F-HRTimeline
Newton One Investments LLC862$52.9K0.02%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC850$52.2K0.03%+10013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.850$52.1K0.02%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC800$49.1K0.02%new13F-HRTimeline
Van Hulzen Asset Management, LLC793$48.6K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC772$47.3K0.02%+513F-HRTimeline
JNBA Financial Advisors756$46.4K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC751$46.1K<0.01%013F-HRTimeline
Towne Trust Company, N.A750$46K0.02%new13F-HRTimeline
Darwin Wealth Management, LLC737$45.2K0.02%-93313F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP668$41K<0.01%new13F-HRTimelineGroup
Synergy Investment Management, LLC600$36.8K0.02%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…595$36.5K<0.01%+113F-HRTimelineGroup
Operose Advisors LLC563$34.5K0.01%013F-HRTimeline
IAG Wealth Partners, LLC549$33.7K0.01%013F-HRTimeline
BIRCHBROOK, INC.546$33.5K0.02%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd540$33.1K<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC534$32.8K0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC533$32.7K0.02%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…531$32.6K0.01%013F-HRTimeline
Raleigh Capital Management Inc.516$31.7K0.01%013F-HRTimeline
Horrell Capital Management, Inc.500$31K0.01%013F-HRTimeline
Independence Bank of Kentucky505$31K<0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.478$29.3K0.01%013F-HRTimeline
Beacon Capital Management, LLC477$29.2K<0.01%+113F-HRTimeline
Nova Wealth Management, Inc.465$28.5K0.02%13F-HRTimeline
Bullock Wealth Management Group453$27.8K0.02%+313F-HRTimeline
Accredited Wealth Management, LLC450$27.6K0.02%13F-HRTimeline
Ulland Investment Advisors, LLC440$27K0.02%new13F-HRTimeline
Truvestments Capital LLC440$27K0.01%013F-HRTimeline
Missouri Trust & Investment Co400$24.5K0.01%013F-HRTimeline
Dunhill Financial, LLC400$24.5K0.01%+30013F-HRTimeline
Clearstead Advisors, LLC378$23.2K<0.01%-59513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…374$23K0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC354$22.4K0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…354$22.4K0.01%new13F-HRTimelineGroup
COUNTRY TRUST BANK320$19.6K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.316$19.4K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co308$18.9K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC308$18.9K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC308$18.9K0.01%013F-HRTimeline
Keystone Financial Group, Inc.305$18.7K0.02%13F-HRTimeline
Avion Wealth309$18K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC280$17.2K0.01%new13F-HRTimeline
Pflug Koory, LLC256$15.7K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC252$15.5K0.01%new13F-HRTimeline
MATHER GROUP, LLC.245$15K<0.01%013F-HRTimeline
TSFG, LLC243$15K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.229$14K0.01%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.222$13.6K0.01%13F-HRTimeline
Tortoise Investment Management, LLC200$12.3K<0.01%new13F-HR/ATimeline
Pathway Financial Advisers, LLC193$11.8K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc192$11.8K<0.01%013F-HRTimeline
Ransom Advisory, Ltd189$11.6K0.01%013F-HRTimeline
Capital A Wealth Management, LLC181$11.1K0.02%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC176$11K0.01%013F-HRTimeline
Painted Porch Advisors LLC175$10.7K0.01%+9413F-HRTimeline
Venturi Wealth Management, LLC174$10.7K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC170$10.4K<0.01%new13F-HRTimeline
Abound Wealth Management166$10.2K<0.01%-3,71713F-HRTimeline
Caldwell Trust Co166$10.2K<0.01%-72513F-HRTimeline
CNB Bank150$9.2K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC142$8.9K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC138$8.46K<0.01%13F-HRTimeline
Costello Asset Management, INC134$8.22K0.01%+3513F-HRTimeline
Robinswood Financial LLC133$8.21K<0.01%013F-HRTimeline
Sound Income Strategies, LLC122$7.49K<0.01%+113F-HRTimeline
WR Wealth Planners, LLC120$7.36K<0.01%013F-HRTimeline
Horizon Investments, LLC107$6.56K<0.01%-2,728,14313F-HRTimeline
Realta Investment Advisors101$6.23K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department94$5.77K<0.01%13F-HRTimelineGroup
Park Place Capital Corp91$5.58K<0.01%-21813F-HRTimeline
Iron Horse Wealth Management, LLC87$5.34K<0.01%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV78$4.79K<0.01%13F-HRTimeline
MONTAG A & ASSOCIATES INC61$3.74K<0.01%-97013F-HRTimeline
Mattson Financial Services, LLC57$3.57K<0.01%new13F-HRTimeline
Kessler Investment Group, LLC53$3.25K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.38$2.34K<0.01%13F-HRTimeline
Financial Management Professionals, Inc.37$2.27K<0.01%-7513F-HRTimeline
PrairieView Partners, LLC45$2K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC29$1.78K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC22$1.35K<0.01%013F-HRTimeline
Eukles Asset Management22$1.35K<0.01%+1013F-HRTimeline
Bradley & Co. Private Wealth Management…20$1.23K<0.01%13F-HRTimeline
Centerpoint Advisors, LLC12$1K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC15$920<0.01%013F-HRTimeline
2UniFi Bank8$491<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$307<0.01%new13F-HRTimelineGroup
RE Dickinson Investment Advisors, LLC300$1840.01%013F-HR/ATimeline
LANARK FINANCIAL, INC.2$1270.01%-2,07813F-HRTimeline
NewSquare Capital LLC1$52<0.01%013F-HRTimeline
Roble, Belko & Company, Inc6$00%013F-HRTimelineValue filed as zero, left out of ratios.
Strengthening Families & Communities, L…2$00%013F-HRTimelineValue filed as zero, left out of ratios.
Demars Financial Group, LLC444,383$7.24K+437,16013F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.