Skip to content
Disclosery

DGRO ISHARES TR

Follow

SHS (fund)

1,170 managers (1,183 13F filers) reported a position in DGRO shares at 2025-09-30, 280,464,109 shares in all. 90 filers opened a position and 63 filers sold out during the quarter.

Managers
1,170
13F filers
1,183
New
90
Added
496
Reduced
392
Sold out
63
Shares held by filers
280,464,109

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MassMutual Private Wealth & Trust, FSB2,788$190K<0.01%-15013F-HRTimeline
Imprint Wealth LLC2,742$187K0.6%13F-HRTimeline
GHP Investment Advisors, Inc.2,733$186K0.01%-27613F-HRTimeline
Valued Wealth Advisors LLC2,729$186K0.09%013F-HRTimeline
West Branch Capital LLC2,721$185K0.05%+1513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,694$183K0.03%013F-HRTimeline
BARRETT & COMPANY, INC.2,600$177K0.06%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,449$167K0.01%013F-HRTimeline
Stone House Investment Management, LLC2,340$159K0.03%+1213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,290$156K0.01%013F-HRTimelineGroup
FIRST HORIZON CORP2,283$155K0.01%13F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV2,215$151K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.2,176$148K0.01%013F-HRTimeline
Caitlin John, LLC2,067$141K0.1%new13F-HRTimeline
Archer Investment Corp2,041$139K0.03%+31113F-HRTimeline
Bogart Wealth, LLC2,001$136K0.01%-42613F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,971$134K0.01%-57913F-HRTimeline
WPG Advisers, LLC1,947$133K0.1%-15313F-HRTimeline
Morton Brown Family Wealth, LLC1,790$122K0.03%+89113F-HRTimeline
American Capital Advisory, LLC1,788$122K0.06%-25513F-HRTimeline
Glassman Wealth Services1,769$120K0.02%-10713F-HRTimeline
MCF Advisors LLC1,718$117K0.01%+4813F-HRTimeline
EPG Wealth Management LLC1,685$115K0.03%-19213F-HRTimeline
Harbor Asset Planning, Inc.1,658$113K0.1%+113F-HRTimeline
HOEY INVESTMENTS, INC1,653$113K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,611$110K0.02%+2813F-HRTimeline
Redwood Park Advisors LLC1,603$109K0.08%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,528$104K0.01%new13F-HRTimelineGroup
Gleason Group, Inc.1,517$103K0.01%+4713F-HRTimeline
Noble Wealth Management PBC1,450$98.7K0.05%13F-HRTimeline
Cranbrook Wealth Management, LLC1,443$98.2K0.02%-52413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,441$98.1K<0.01%+58413F-HRTimeline
Cordgrass Capital Advisors, LLC1,380$94K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,288$87.7K<0.01%+8413F-HRTimelineGroup
Versant Capital Management, Inc1,281$87.2K0.01%+713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,223$83.3K0.05%+613F-HRTimeline
Gen-Wealth Partners Inc1,217$82.9K0.03%013F-HRTimeline
Fourth Dimension Wealth, LLC1,200$81.7K0.03%-10613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,190$81K0.03%013F-HRTimeline
FAS Wealth Partners, Inc.1,167$79.5K0.01%013F-HRTimeline
Heritage Wealth Advisors1,104$75.2K<0.01%013F-HRTimeline
Pineridge Advisors LLC1,100$74.9K0.02%+613F-HRTimeline
West Financial Advisors, LLC1,098$74.8K0.01%013F-HRTimeline
Quent Capital, LLC1,028$70K0.01%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,000$68.1K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC996$67.8K<0.01%+1913F-HRTimeline
WHITTIER TRUST CO980$67.2K<0.01%+413F-HRTimeline
Copia Wealth Management978$66.6K0.05%-513F-HRTimeline
BFSG, LLC974$66.3K0.01%013F-HRTimeline
Bulwark Capital Corp948$64.5K0.05%013F-HRTimeline
Hilltop National Bank904$61.5K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton896$61K0.01%013F-HRTimeline
Clearstead Advisors, LLC889$60.5K<0.01%013F-HRTimeline
Community Bank, N.A.886$60.3K0.01%013F-HRTimeline
Newton One Investments LLC862$58.7K0.02%013F-HRTimeline
UMB Bank, n.a.854$58.1K<0.01%-2,68813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BROWN, LISLE/CUMMINGS, INC.850$57.9K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC821$55.9K0.04%+113F-HRTimeline
Clearstead Trust, LLC816$55.6K0.01%+60913F-HRTimeline
Tripletail Wealth Management, LLC800$54.9K0.06%new13F-HRTimeline
United Financial Planning Group LLC282$54.8K0.03%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC784$53.4K0.02%+413F-HR/ATimeline
Family Manage LLC771$52.5K0.01%013F-HRTimeline
Wealth Watch Advisors, INC771$52.5K0.02%new13F-HRTimeline
Access Investment Management LLC760$51.7K0.01%013F-HRTimeline
JNBA Financial Advisors756$51.5K<0.01%013F-HRTimeline
Clark Wealth Partners741$51.4K0.03%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC751$51.1K<0.01%013F-HRTimeline
Towne Trust Company, N.A750$51.1K0.02%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC678$46.2K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC676$46K0.01%+313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP668$45.5K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC652$44.4K0.02%+113F-HRTimeline
Medallion Wealth Advisors, LLC607$41.3K0.01%+20013F-HRTimeline
Dunhill Financial, LLC600$40.8K0.01%+113F-HRTimeline
Vermillion & White Wealth Management Gr…564$38.4K0.02%+813F-HRTimeline
Operose Advisors LLC563$38.3K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB550$37.4K<0.01%-3,88513F-HR/ATimeline
Truvestments Capital LLC545$37.1K0.01%013F-HRTimeline
IAG Wealth Partners, LLC531$36.2K<0.01%-1813F-HRTimeline
LGT Financial Advisors LLC525$35.7K0.08%-1,84813F-HRTimeline
Advantage Trust Co503$34.2K0.02%013F-HRTimeline
Horrell Capital Management, Inc.500$34K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC496$33.8K<0.01%013F-HRTimeline
Hemington Wealth Management497$33K<0.01%-11413F-HRTimeline
Grey Fox Wealth Advisors, LLC480$32.7K0.01%new13F-HRTimeline
Stuart Chaussee & Associates, Inc.478$32.5K0.01%013F-HRTimeline
Nova Wealth Management, Inc.465$31.7K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…453$30.8K<0.01%-1,19813F-HRTimelineGroup
Blue Trust, Inc.443$30.1K<0.01%-49913F-HRTimeline
Ulland Investment Advisors, LLC440$30K0.02%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …422$28.7K0.05%013F-HRTimeline
Costello Asset Management, INC420$28.6K0.01%+18613F-HRTimeline
GROUP ONE TRADING LLC408$27.8K<0.01%new13F-HRTimeline
Bullock Wealth Management Group399$27.3K0.01%+213F-HRTimeline
Missouri Trust & Investment Co400$27.2K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC398$27.1K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…385$26.2K0.03%013F-HRTimeline
Tortoise Investment Management, LLC379$25.8K<0.01%+17913F-HRTimeline
Private Wealth Asset Management, LLC379$25.8K<0.01%-6613F-HRTimeline
Rossby Financial, LCC367$25.1K0.01%-613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…374$25K0.01%013F-HRTimeline
Scarborough Advisors, LLC360$24.5K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC355$24.2K0.01%-12213F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC355$24.2K0.01%+7513F-HRTimeline
TSFG, LLC325$22K<0.01%+8213F-HRTimeline
DiNuzzo Private Wealth, Inc.316$21.1K<0.01%013F-HRTimeline
Avion Wealth309$21K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.305$20.8K0.01%013F-HRTimeline
Realta Investment Advisors303$20.6K0.01%+113F-HRTimeline
Rossmore Private Capital300$20.4K<0.01%new13F-HRTimeline
Boreal Capital Management LLC282$19.2K0.02%013F-HRTimeline
Global Wealth Strategies & Associates281$19.1K<0.01%new13F-HRTimeline
Independence Bank of Kentucky280$19.1K<0.01%013F-HRTimeline
Pflug Koory, LLC256$17.4K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC252$17.2K0.01%013F-HRTimeline
Whipplewood Advisors, LLC249$17K0.01%013F-HRTimeline
MATHER GROUP, LLC.245$16.7K<0.01%new13F-HRTimeline
Abound Wealth Management244$16.6K<0.01%+7813F-HRTimeline
Front Row Advisors LLC238$16.2K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC207$14.1K<0.01%+113F-HRTimeline
FIRST COMMUNITY TRUST NA197$13.4K0.01%new13F-HRTimeline
Pathway Financial Advisers, LLC196$13.3K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc192$13.1K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co185$12.6K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.180$12.3K<0.01%013F-HRTimeline
Keener Financial Planning LLC186$12K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC176$12K0.01%013F-HRTimeline
Painted Porch Advisors LLC175$11.9K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC167$11.4K<0.01%013F-HRTimeline
Caldwell Trust Co166$11.3K<0.01%013F-HRTimeline
Pacifica Partners Inc.160$10.9K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.154$10.5K<0.01%new13F-HRTimelineGroup
Providence Capital Advisors, LLC154$10.5K<0.01%+11313F-HRTimeline
Creative Capital Management Investments…148$10.1K<0.01%new13F-HRTimeline
Main Street Group, LTD139$9.46K<0.01%new13F-HRTimeline
Robinswood Financial LLC135$9.25K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp125$8.57K0.01%13F-HR/ATimeline
Steigerwald, Gordon & Koch Inc.104$7.08K<0.01%new13F-HRTimeline
Cloud Capital Management, LLC105$7K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC99$6.74K<0.01%+7713F-HRTimeline
FINANCIAL CONSULATE, INC94$6.4K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department94$6.4K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS88$5.99K<0.01%+5513F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.83$5.65K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC81$5.5K<0.01%new13F-HRTimeline
Nemes Rush Group LLC73$4.97K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.69$4.72K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC61$4.15K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc60$4.08K<0.01%-74613F-HRTimeline
KELLEHER FINANCIAL ADVISORS55$3.74K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN53$3.61K<0.01%013F-HRTimeline
Sound Income Strategies, LLC49$3.34K<0.01%-36213F-HRTimeline
Tradewinds Capital Management, LLC48$3.27K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC47$3.2K<0.01%-38713F-HRTimeline
BIRCHBROOK, INC.46$3.13K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.39$2.64K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.31$2.12K<0.01%new13F-HRTimeline
Park Place Capital Corp29$1.97K<0.01%-22913F-HRTimeline
Aventura Private Wealth, LLC27$1.84K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC23$1.57K<0.01%-36913F-HRTimeline
Eukles Asset Management22$1.5K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…20$1.36K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC16$1.1K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC15$1.02K<0.01%013F-HRTimeline
2UniFi Bank8$545<0.01%013F-HRTimeline
Kilter Group LLC2$137<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV8$00%013F-HRTimelineValue filed as zero, left out of ratios.
Roble, Belko & Company, Inc4$00%013F-HRTimelineValue filed as zero, left out of ratios.
Accredited Wealth Management, LLC113,770$30.6K+113,32013F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.