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DGRO ISHARES TR

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SHS (fund)

1,307 managers (1,325 13F filers) reported a position in DGRO shares at 2026-03-31, 308,264,616 shares in all. 86 filers opened a position and 51 filers sold out during the quarter.

Managers
1,307
13F filers
1,325
New
86
Added
580
Reduced
420
Sold out
51
Shares held by filers
308,264,616

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Avail Investment Partners, LLC3,879$272K0.29%13F-HRTimeline
GDS Wealth Management3,873$272K0.02%-5213F-HRTimeline
Kelly Financial Services LLC3,872$272K0.07%-19813F-HRTimeline
Hirtle & Co., LLC3,869$272K0.01%013F-HRTimeline
Sightline Wealth Advisors, LLC3,837$269K0.11%-13,28513F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC3,821$268K0.04%-1,40013F-HRTimeline
BIP Wealth, LLC3,784$266K0.01%new13F-HRTimeline
United Advisor Group, LLC3,783$265K0.03%-8513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,783$265K0.1%-113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,751$263K0.01%+213F-HRTimeline
J. R. Prunier Capital Management LLC3,750$263K0.11%-2013F-HRTimeline
Westside Investment Management, Inc.3,746$263K0.04%+313F-HRTimeline
Nalls Sherbakoff Group, LLC3,742$263K0.19%013F-HRTimeline
PLANNING DIRECTIONS INC3,742$263K0.13%+19113F-HRTimeline
Note Advisors, LLC3,685$259K0.13%-24313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,676$258K<0.01%+62913F-HRTimelineGroup
Strathmore Capital Advisors, Inc.3,534$257K0.07%new13F-HRTimeline
Federation des caisses Desjardins du Qu…3,655$256K<0.01%-36213F-HRTimeline
Annex Advisory Services, LLC3,647$256K<0.01%-1,05613F-HRTimeline
M3 Advisory Group, LLC3,631$255K0.16%013F-HRTimeline
BROGAN FINANCIAL, INC.3,630$255K0.11%+1713F-HRTimeline
MTM Investment Management, LLC3,629$255K0.08%013F-HRTimeline
IFG Advisors, LLC3,626$254K0.04%new13F-HRTimeline
Huntleigh Advisors, Inc.3,610$253K0.04%013F-HRTimeline
AIMZ Investment Advisors, LLC3,598$253K0.08%-4,50013F-HRTimeline
ATWOOD & PALMER INC3,598$252K0.01%new13F-HRTimeline
Edgestream Partners, L.P.3,597$252K0.01%-2,77413F-HRTimeline
SeaCrest Wealth Management, LLC3,588$252K0.03%new13F-HRTimeline
Security Financial Services, INC.3,561$250K0.04%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,558$250K0.04%013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…3,552$250K0.07%-1,14213F-HRTimelineGroup
Second Line Capital, LLC3,360$248K0.05%+19113F-HRTimeline
Goldstein Advisors, LLC3,527$248K0.03%+1313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,515$247K<0.01%+58513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Next Level Private LLC3,513$247K0.06%new13F-HRTimeline
Heritage Wealth Management, Inc./Texas3,501$246K0.11%013F-HRTimeline
Apeiron RIA LLC3,489$245K0.06%+1613F-HRTimeline
Visionary Horizons, LLC3,461$243K0.12%-48913F-HRTimeline
Amplius Wealth Advisors, LLC3,453$242K0.02%+10213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,419$240K0.02%+1,01013F-HRTimelineGroup
Wrenne Financial Planning LLC3,411$239K0.09%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…3,404$239K0.02%013F-HRTimelineGroup
Aureus Asset Management, LLC3,400$239K0.02%new13F-HRTimeline
TFR Capital, LLC.3,384$237K0.07%+5013F-HRTimeline
Sharp Wealth Advisory, LLC3,361$236K0.12%+13913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,358$236K0.02%+10213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,332$234K<0.01%-60913F-HR/ATimeline
MATTERN CAPITAL MANAGEMENT, LLC3,320$233K0.03%-11913F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC3,317$233K2.61%+33413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,316$233K0.06%-6113F-HRTimeline
Jaffetilchin Investment Partners, LLC3,316$233K0.01%new13F-HRTimeline
Family Capital Management, Inc.3,307$232K0.1%013F-HRTimeline
Legacy Edge Advisors, LLC3,301$232K0.02%-1,45013F-HRTimeline
JMG Financial Group, Ltd.3,300$232K0.01%013F-HRTimeline
LEUTHOLD GROUP, LLC3,295$231K0.02%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC3,293$231K0.02%+14013F-HRTimeline
North Star Investment Management Corp.3,291$231K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3,290$231K0.05%+23213F-HRTimeline
Pathfinder Wealth Consulting, Inc.3,281$230K0.15%013F-HRTimeline
Drucker Wealth 3.0, LLC3,274$230K0.04%-34213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV3,264$229K0.07%-513F-HRTimeline
L & S Advisors Inc3,258$229K0.03%013F-HRTimeline
NWF Advisory Services Inc.3,230$227K0.03%+1513F-HRTimeline
Aaron Wealth Advisors LLC3,224$226K0.01%013F-HRTimeline
Stordahl Capital Management, Inc.3,220$226K0.05%013F-HRTimeline
Peak Retirement Planning, Inc.3,218$226K0.05%-96913F-HRTimeline
Town Capital LLC3,210$225K0.18%new13F-HRTimeline
Landmark Wealth Management, LLC3,206$225K0.06%+1513F-HRTimeline
Costello Asset Management, INC3,206$225K0.08%013F-HRTimeline
Wealth Architects, LLC3,206$225K0.02%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC3,202$225K0.03%-1813F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…3,193$224K0.08%+15213F-HRTimelineGroup
Brand Asset Management Group, Inc.3,188$224K0.06%new13F-HRTimeline
Polaris Investment Advisors, LLC3,184$223K0.16%-2713F-HRTimeline
Legacy Financial Group LLC3,161$222K0.03%013F-HRTimeline
Covenant Asset Management, LLC3,151$221K0.05%new13F-HRTimeline
LANARK FINANCIAL, INC.3,147$221K0.02%+72013F-HRTimeline
Mission Hills Financial Advisory, LLC3,139$220K0.11%+1013F-HRTimeline
Elevated Financial Group LLC3,132$220K0.07%013F-HRTimeline
Bannerstone Capital Management, LLC3,129$220K0.2%+11613F-HRTimeline
Founders Financial Alliance, LLC3,109$218K0.04%+3613F-HRTimeline
Argent Trust Co3,106$218K0.01%013F-HRTimeline
Simplicity Wealth,LLC3,095$217K0.01%new13F-HRTimeline
Heartwood Wealth Advisors LLC3,094$217K0.02%new13F-HRTimeline
Owen LaRue, LLC3,093$217K0.08%+313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,086$217K<0.01%+1413F-HRTimeline
One Capital Management, LLC3,062$215K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.3,052$214K0.01%013F-HRTimeline
Kirkwood Financial Services3,009$211K0.07%+1513F-HRTimeline
Guardian Asset Advisors, LLC3,007$211K0.12%-44813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,000$211K<0.01%013F-HRTimelineGroup
BNC WEALTH MANAGEMENT, LLC2,951$207K0.06%013F-HRTimeline
Walser Wealth Management Company, A Ltd…2,940$206K0.09%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,924$205K0.01%-86113F-HRTimeline
HRT FINANCIAL LP2,923$205K<0.01%new13F-HRTimeline
LFG Wealth Partners, LLC2,872$202K0.12%new13F-HRTimeline
Belpointe Asset Management LLC2,863$201K0.01%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.2,850$200K0.1%new13F-HRTimeline
HHM Wealth Advisors, LLC2,830$199K0.02%-82013F-HRTimeline
Plante Moran Financial Advisors, LLC2,770$194K0.01%-28013F-HRTimeline
GHP Investment Advisors, Inc.2,733$192K0.01%013F-HRTimeline
Valued Wealth Advisors LLC2,729$192K0.08%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,613$183K<0.01%+1,46513F-HRTimelineGroup
BARRETT & COMPANY, INC.2,600$182K0.06%013F-HRTimeline
Stone House Investment Management, LLC2,577$181K0.03%+1113F-HRTimeline
Portfolio Resources Advisor Group, Inc.2,575$181K0.18%+21013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,522$177K<0.01%-8613F-HRTimeline
JFS WEALTH ADVISORS, LLC2,449$172K0.01%013F-HRTimeline
OBSIDIAN CIO, LLC2,375$167K0.15%+84113F-HRTimeline
3 FACTOR INDEXING, LLC2,355$165K0.16%13F-HRTimeline
AMERIFLEX GROUP, INC.2,295$161K0.08%+27613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,290$161K0.01%013F-HRTimelineGroup
FIRST HORIZON CORP2,283$160K0.01%013F-HRTimeline
Hamrick Investment Counsel, llc2,167$152K0.08%new13F-HRTimeline
Community Financial Services Group, LLC2,141$150K0.03%new13F-HRTimeline
NorthAvenue LLC2,127$149K0.12%-17113F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV2,105$148K0.03%013F-HRTimeline
CrossGen Wealth, LLC2,097$147K0.13%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,080$146K<0.01%-23713F-HRTimelineGroup
Archer Investment Corp2,036$143K0.03%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,035$143K0.02%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,994$140K0.01%+1013F-HRTimeline
Sound Income Strategies, LLC1,979$139K0.01%+87113F-HRTimeline
SIGNATUREFD, LLC1,901$133K<0.01%+89513F-HRTimeline
Acropolis Investment Management, LLC1,831$128K0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC1,800$126K<0.01%new13F-HRTimeline
American Capital Advisory, LLC1,798$126K0.05%+413F-HRTimeline
Morton Brown Family Wealth, LLC1,790$126K0.03%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1,776$125K0.06%new13F-HRTimeline
Glassman Wealth Services1,769$124K0.02%013F-HRTimeline
Signature Equity Partners, LLC1,748$123K0.07%+5013F-HRTimeline
Rossby Financial, LCC1,738$122K0.03%+1,37113F-HRTimeline
Caitlin John, LLC1,698$119K0.07%-8713F-HRTimeline
EPG Wealth Management LLC1,693$119K0.03%+713F-HRTimeline
Harbor Asset Planning, Inc.1,677$118K0.1%+813F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC1,668$117K0.12%+7513F-HRTimeline
West Branch Capital LLC1,661$117K0.03%+29213F-HRTimeline
HOEY INVESTMENTS, INC1,653$116K0.02%013F-HRTimeline
Redwood Park Advisors LLC1,603$112K0.08%013F-HRTimeline
Fourth Dimension Wealth, LLC1,600$112K0.04%-10013F-HRTimeline
True Link Financial Advisors, LLC1,589$112K0.01%new13F-HR/ATimeline
Annis Gardner Whiting Capital Advisors,…1,583$111K0.02%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,520$107K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,506$106K<0.01%+5913F-HRTimeline
Gleason Group, Inc.1,495$105K0.01%+713F-HRTimeline
Noble Wealth Management PBC1,450$102K0.05%013F-HRTimeline
Cranbrook Wealth Management, LLC1,443$101K0.02%013F-HRTimeline
CERTUITY, LLC1,444$101K0.01%-2,23613F-HRTimeline
Quent Capital, LLC1,391$97.6K0.01%-6313F-HRTimeline
Versant Capital Management, Inc1,296$90.9K0.01%+613F-HRTimeline
Mosley Wealth Management1,282$87.3K0.04%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,237$86.8K0.05%+613F-HRTimeline
Gen-Wealth Partners Inc1,217$85.4K0.03%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,190$83.5K0.03%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,189$83.4K0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.1,150$80.7K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.1,149$80.6K0.01%-5913F-HRTimeline
BAYBAN1,146$80.4K0.07%013F-HRTimeline
Lloyd Advisory Services, LLC.1,143$80.2K0.02%+1,13413F-HRTimeline
Kingdom Financial Group LLC.1,143$80.2K0.02%+61213F-HRTimeline
BOKF, NAin group BOKF, NA1,134$79.6K<0.01%-91513F-HRTimelineGroup
Imprint Wealth LLC1,118$78.5K0.36%013F-HRTimeline
West Financial Advisors, LLC1,098$77.1K0.01%013F-HRTimeline
CDKV HOLDINGS LLC1,083$76K0.07%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,066$74.8K0.02%new13F-HRTimeline
Dorato Capital Management978$70.4K0.05%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,000$70.2K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO988$69.8K<0.01%+413F-HRTimeline
Lodestone Wealth Management LLC977$68.6K0.03%013F-HR/ATimeline
BFSG, LLC974$68.4K0.01%013F-HRTimeline
Copia Wealth Management968$67.9K0.05%-1013F-HRTimeline
Trask Adam Roland950$66.7K0.06%13F-HRTimeline
Cornerstone Planning Group LLC874$64.1K0.01%-3,58713F-HRTimeline
Hilltop National Bank904$63.4K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton896$62.9K0.01%013F-HRTimeline
WPG Advisers, LLC895$62.8K0.05%-1,05213F-HRTimeline
Community Bank, N.A.886$62.2K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC885$62.1K0.04%+313F-HRTimeline
Dunhill Financial, LLC884$62.1K0.01%-113F-HRTimeline
High Point Wealth Management, LLC876$61.5K0.06%+413F-HRTimeline
Newton One Investments LLC862$60.5K0.02%013F-HRTimeline
RED REEF ADVISORS LLC862$60.5K0.06%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.850$59.7K0.01%013F-HRTimeline
Longview Financial Advisors, Inc.831$58.3K0.04%new13F-HRTimeline
MATHER GROUP, LLC.824$57.8K<0.01%new13F-HRTimeline
Bulwark Capital Corp824$57.8K0.04%-12413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC820$57.5K0.04%013F-HRTimeline
Synergy Investment Management, LLC809$56.8K0.02%new13F-HRTimeline
Tripletail Wealth Management, LLC800$56.2K0.08%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC793$55.6K0.02%+413F-HRTimeline
Ashton Thomas Private Wealth, LLC783$55K<0.01%new13F-HRTimeline
Family Manage LLC771$54.1K0.01%013F-HRTimeline
Access Investment Management LLC760$53.3K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC751$52.7K<0.01%013F-HRTimeline
Clark Wealth Partners744$52.2K0.04%+313F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC728$51.1K0.03%+7613F-HRTimeline
Magnolia Wealth Management, LLC693$48.6K0.03%new13F-HRTimeline
Atomic Invest LLC700$48.3K0.02%+12013F-HRTimeline
Heritage Wealth Advisors686$48.1K<0.01%-20313F-HRTimeline
JNBA Financial Advisors684$48K<0.01%-7213F-HRTimeline