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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
Heritage Wealth Advisors1,104$68.2K<0.01%013F-HRTimeline
West Financial Advisors, LLC1,098$67.8K0.01%-54013F-HRTimeline
FAS Wealth Partners, Inc.1,019$63K0.01%-21213F-HRTimeline
Quent Capital, LLC1,017$62.8K0.01%+513F-HRTimeline
Blue Trust, Inc.995$61.5K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,000$61K<0.01%new13F-HRTimelineGroup
MGB Wealth Management, LLC982$60.7K0.02%+4913F-HRTimeline
SIGNATUREFD, LLC976$60.3K<0.01%-1,07113F-HRTimeline
BFSG, LLC974$60.2K0.01%013F-HRTimeline
WHITTIER TRUST CO972$60K<0.01%+313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC933$57.6K0.02%-27213F-HRTimeline
Dunhill Financial, LLC926$55.6K0.03%+52613F-HRTimeline
Morton Brown Family Wealth, LLC899$55.5K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton896$55.4K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.866$54K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Newton One Investments LLC862$53.3K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT852$52.7K<0.01%-1,17513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.850$52.5K0.02%013F-HRTimeline
Hemington Wealth Management800$49K0.01%-12613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC776$47.9K0.02%+413F-HRTimeline
JNBA Financial Advisors756$46.7K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC751$46.4K<0.01%013F-HRTimeline
Towne Trust Company, N.A750$46.3K0.02%013F-HRTimeline
Darwin Wealth Management, LLC737$45.2K0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC711$43.9K0.02%-13913F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.702$43.3K0.01%13F-HRTimeline
Hughes Financial Services, LLC684$42.1K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP668$41.3K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC622$38.4K0.02%+2213F-HRTimeline
Operose Advisors LLC563$34.8K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…561$34.7K<0.01%-3413F-HRTimelineGroup
IAG Wealth Partners, LLC549$33.9K0.01%013F-HRTimeline
Truvestments Capital LLC545$33.7K0.01%+10513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC535$33.1K0.02%+213F-HRTimeline
Vermillion & White Wealth Management Gr…533$32.9K0.02%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…531$32.8K0.01%013F-HRTimeline
Independence Bank of Kentucky505$31.2K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.500$30.9K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC495$30.6K<0.01%+18713F-HRTimeline
Cornerstone Planning Group LLC504$29.6K0.01%new13F-HRTimeline
Stuart Chaussee & Associates, Inc.478$29.5K0.01%013F-HRTimeline
Rialto Wealth Management, LLC477$29.5K0.01%-5713F-HRTimeline
Nova Wealth Management, Inc.465$28.7K0.02%013F-HR/ATimeline
Accredited Wealth Management, LLC450$27.8K0.02%013F-HRTimeline
Rise Advisors, LLC445$27.5K0.01%new13F-HRTimeline
Ulland Investment Advisors, LLC440$27K0.02%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …422$26.1K0.05%-66413F-HRTimeline
Sound Income Strategies, LLC409$25.2K<0.01%+28713F-HRTimeline
Missouri Trust & Investment Co400$24.7K0.01%013F-HRTimeline
Bullock Wealth Management Group395$24.3K0.01%-5813F-HRTimeline
True Wealth Design, LLC393$24.3K0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…385$23.8K0.04%13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…374$23K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…354$21.9K0.02%013F-HRTimelineGroup
COUNTRY TRUST BANK320$19.8K<0.01%013F-HR/ATimeline
DiNuzzo Private Wealth, Inc.316$19.5K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co308$19K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC308$19K0.01%013F-HRTimeline
Keystone Financial Group, Inc.305$18.3K0.01%013F-HRTimeline
Avion Wealth309$18K<0.01%013F-HRTimeline
Columbia River Financial Group, LLC300$18K0.01%new13F-HRTimeline
Clearstead Advisors, LLC287$17.7K<0.01%-9113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC280$17.3K0.01%013F-HRTimeline
Pflug Koory, LLC256$15.8K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC252$15.6K0.01%013F-HRTimeline
MATHER GROUP, LLC.245$15.1K<0.01%013F-HRTimeline
TSFG, LLC243$15K<0.01%013F-HRTimeline
Costello Asset Management, INC234$14.5K0.01%+10013F-HRTimeline
Rossby Financial, LCC238$14.2K0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC206$12.7K<0.01%new13F-HR/ATimeline
Tortoise Investment Management, LLC200$12.4K<0.01%013F-HR/ATimeline
Grove Bank & Trust200$12.4K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc192$11.9K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.182$11.2K0.01%-4713F-HRTimeline
Keener Financial Planning LLC186$11K0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC176$11K0.01%013F-HRTimeline
Painted Porch Advisors LLC175$10.8K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC167$10.3K<0.01%new13F-HRTimeline
Abound Wealth Management166$10.3K<0.01%013F-HRTimeline
Caldwell Trust Co166$10.3K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC165$10.2K0.01%-1613F-HRTimeline
Moser Wealth Advisors, LLC142$8.77K<0.01%new13F-HRTimeline
Transce3nd, LLC138$8.53K<0.01%013F-HRTimeline
Robinswood Financial LLC134$8.31K<0.01%+113F-HRTimeline
Realta Investment Advisors102$6.29K<0.01%+113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department94$5.81K<0.01%013F-HRTimelineGroup
Bristlecone Advisors, LLC91$5.62K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC87$5.38K<0.01%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV78$4.82K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC61$3.77K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN53$3.27K<0.01%new13F-HRTimeline
Kessler Investment Group, LLC53$3.27K<0.01%013F-HRTimeline
BIRCHBROOK, INC.46$2.84K<0.01%-50013F-HRTimeline
IMG Wealth Management, Inc.38$2.37K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.37$2.29K<0.01%013F-HRTimeline
PrairieView Partners, LLC45$2K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC29$1.79K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC27$1.67K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC22$1.36K<0.01%013F-HRTimeline
Eukles Asset Management22$1.36K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…20$1.24K<0.01%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC19$1.17K<0.01%new13F-HRTimeline
Centerpoint Advisors, LLC12$1K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC15$927<0.01%013F-HRTimeline
2UniFi Bank8$513<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$185<0.01%-213F-HRTimelineGroup
Garde Capital, Inc.2$137<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…2$126<0.01%013F-HRTimeline
NewSquare Capital LLC1$52<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV8$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Roble, Belko & Company, Inc6$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-67,81713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Demars Financial Group, LLC426,660$6.91K-17,72313F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.