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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
MORGAN STANLEYin group MORGAN STANLEY18,412,496$1.13B0.08%-26,96413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,265,578$1.12B0.1%+679,47113F-HRTimelineGroup
Wealthfront Advisers LLC17,335,594$1.06B3.11%+7,144,35613F-HR/ATimeline
LPL Financial LLC14,756,281$905M0.37%+1,392,38313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,931,373$671M-1,109,790Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,055,816$617M0.23%13F-HR/ATimelineGroup
FMR LLCin group FMR LLC7,773,643$477M0.03%-44,07513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,766,539$476M0.7%+673,04413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,690,344$472M0.32%-152,07813F-HRTimelineGroup
Capital Investment Advisors, LLC7,495,566$460M9.37%+180,44813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,336,102$450M0.12%+17,29713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,198,943$380M0.09%+932,71313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,937,504$364M0.08%+157,10413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,400,312$331M0.01%-3,889,12213F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,759,938$292M0.07%+187,24413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,391,859$269M0.05%-55,35513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,224,958$259M0.25%+1,132,52713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,846,565$236M0.81%+49,60213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,378,330$207M0.02%+73,36113F-HRTimelineGroup
HighTower Advisors, LLC3,243,986$199M0.27%+133,16413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,142,056$193M0.3%+127,51713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,050,311$187M0.31%+889,71813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,247,827$138M0.14%+127,46813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,042,028$125M0.11%+253,14613F-HRTimelineGroup
Cetera Investment Advisers2,001,793$123M0.26%-119,55913F-HRTimeline
Avior Wealth Management, LLC1,737,706$107M3.9%+48,11713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,657,956$101M0.23%-150,84513F-HR/ATimelineGroup
First Command Advisory Services, Inc.1,515,932$93M0.88%-8,43513F-HRTimeline
Northeast Financial Consultants Inc1,448,441$88.8M3.75%+38,33513F-HRTimeline
American Trust1,409,258$86.4M6.58%-21,76713F-HRTimeline
Smith Anglin Financial, LLC1,405,839$86.2M8.09%+59,14713F-HRTimeline
Ledyard National Bank1,403,210$86.1M8.1%+50,67113F-HRTimeline
Strategies Wealth Advisors, LLC1,205,081$76.6M9.54%+101,08513F-HRTimeline
ProVise Management Group, LLC1,238,385$76M6.51%+12,16113F-HRTimeline
Gratus Wealth Advisors, LLC1,199,535$73.6M11.77%+77,67313F-HRTimeline
Private Advisor Group, LLC1,127,122$69.1M0.39%+73,99013F-HRTimeline
Cambridge Investment Research Advisors,…1,004,154$61.6M0.21%+38,61513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC975,785$59.9M1.67%+160,16213F-HRTimeline
Seven Springs Wealth Group, LLC964,702$59.2M22.03%-7,53113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.959,712$58.9M0.11%+2,31613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp938,710$57.6M0.01%-872,81913F-HRTimelineGroup
Sanctuary Advisors, LLC889,168$56.7M0.36%-14,05213F-HRTimeline
First Business Financial Services, Inc.904,501$55.5M5.49%+6,00613F-HRTimeline
Madison Wealth Partners, Inc894,675$54.9M15.34%+50,52613F-HRTimeline
Bogart Wealth, LLC839,269$51.5M2.44%-7,08513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding818,217$50.2M+296,966Timeline
Confluence Wealth Services, Inc.773,539$49M3.19%+70,28813F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT786,806$48.3M9.61%+9,03213F-HRTimeline
Stonebridge Financial Group, LLC723,648$44.4M4.89%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS714,870$43.9M0.13%-2,06713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding702,048$43.1M-45,432Timeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co689,500$42.3M0.96%+175,00013F-HRTimelineGroup
Conservest Capital Advisors, Inc.684,389$42M4.34%-115,58413F-HRTimeline
Steward Partners Investment Advisory, L…649,553$39.8M0.35%+24,95613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…614,583$37.7M0.07%+95,94313F-HR/ATimeline
Sigma Planning Corp604,730$37.1M1.16%-44,81913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …589,131$36.1M0.54%+24,04413F-HRTimelineGroup
O'Dell Group, LLC588,517$36.1M8.15%-4,86213F-HRTimeline
NewEdge Advisors, LLC588,502$36.1M0.22%+75,41313F-HRTimeline
Vestmark Advisory Solutions, Inc.588,250$36.1M1.24%-27,35413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…563,089$34.5M9.75%+32,18913F-HRTimeline
J.W. COLE ADVISORS, INC.562,126$34.5M1.39%+55,69013F-HRTimeline
D'Orazio & Associates, Inc.558,371$34.3M5.05%-17,63813F-HRTimeline
Legacy Financial Strategies, LLC544,345$33.3M7.16%+8,42013F-HRTimeline
COMERICA BANK540,278$33.1M0.13%-58,42413F-HR/ATimeline
VAUGHAN DAVID INVESTMENTS LLC/IL527,604$32.4M0.77%+9,13613F-HRTimeline
Janney Montgomery Scott LLC520,941$32M0.09%+24,47013F-HRTimeline
Wolff Financial Management LLC508,917$31.2M8.66%-1,47013F-HRTimeline
XML Financial, LLC503,935$30.9M2.84%+32,90813F-HRTimeline
Waverly Advisors, LLC490,954$30.1M0.47%+304,48413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding480,462$29.5M-1,199,840Timeline
Silver Coast Investments LLC478,425$29.3M11.1%-52,71213F-HRTimeline
DAGCO, INC.463,812$28.5M9.42%+85,35013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding449,848$27.6M+955Timeline
Atria Wealth Solutions, Inc.425,713$26.1M0.29%-28,78813F-HRTimeline
Altus Wealth Management, LLC422,929$25.9M11.6%+10,19313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding411,842$25.3M-1,657Timeline
Provident Wealth Management, LLC410,593$25.2M8.4%+21,02713F-HRTimeline
FFT WEALTH MANAGEMENT LLC404,565$24.8M1.87%+104,86713F-HRTimeline
Compass Ion Advisors, LLC394,925$24.2M2.87%+7,17013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding387,741$23.8M+19,477Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…386,293$23.7M0.1%+243,89313F-HRTimelineGroup
Summit Investment Advisory Services, LLC367,949$22.6M11.64%-5,83113F-HRTimeline
Atria Investments, Inc355,081$21.8M0.27%-19,31913F-HRTimeline
Litman Gregory Wealth Management LLC350,453$21.5M1.86%+177,09713F-HRTimeline
Meridian Financial Partners LLC349,463$21.4M11.32%+26,62713F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC349,261$21.4M8.76%+4,94113F-HRTimeline
Capital Planning LLC348,827$21.4M5.61%+4,52513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP343,026$21M0.15%+3,23613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.341,006$20.9M0.2%+23,84413F-HRTimelineGroup
Alliance Wealth Advisors, LLC338,946$20.8M11.92%+11,21113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.337,519$20.7M0.13%+27,48713F-HRTimeline
Regent Peak Wealth Advisors LLC334,576$20.5M4.61%+96,18613F-HR/ATimeline
VICUS CAPITAL333,389$20.5M1.82%+4,45613F-HRTimeline
Sterling Manor Financial, LLC324,412$19.9M13.88%-4,75313F-HRTimeline
WealthPlan Investment Management, LLC317,471$19.5M1.92%+47,84313F-HRTimeline
Wealth Group Ltd314,584$19.3M5.58%+4,44413F-HRTimeline
CHOREO, LLC310,310$19M0.27%+4,18413F-HRTimeline
LGL PARTNERS, LLC309,894$19M2.76%+59713F-HRTimeline
Allegheny Financial Group309,010$19M4.88%+4,75113F-HRTimeline
Atlas Private Wealth Advisors306,415$18.8M2.67%+36,90513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…305,245$18.7M4.63%+6,76713F-HRTimeline
Gimbal Financial288,217$17.7M14.47%-134,78313F-HRTimeline
Custos Family Office, LLC283,009$17.4M6.07%+15,19913F-HRTimeline
KOM Wealth Management Group, LLC280,057$17.2M12.68%+6,01813F-HRTimeline
JGP Wealth Management, LLC279,934$17.2M2.22%+6,82813F-HRTimeline
Capital Advisors, Ltd. LLC275,295$16.9M2.13%+3,25113F-HRTimeline
WealthPLAN Partners, LLC273,507$16.8M2.38%-35,27213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC273,365$16.8M0.17%-10,96913F-HRTimelineGroup
TBH Global Asset Management, LLC269,710$16.5M3.92%-42,23013F-HRTimeline
Financiere des Professionnels - Fonds d…268,800$16.5M1.15%+12,00013F-HRTimeline
Eagle Strategies LLC268,427$16.5M2.85%+11,69313F-HRTimeline
Well Done, LLC261,000$16.4M2.99%013F-HRTimeline
MORTON COMMUNITY BANK266,265$16.3M4.31%+5,69413F-HRTimeline
DAVENPORT & Co LLC264,762$16.2M0.1%+7,55013F-HRTimeline
MAI Capital Management262,593$16.1M0.12%+3,82713F-HRTimeline
W1M Asset Management Ltd260,961$16M1.36%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV260,745$16M0.04%-8,61313F-HRTimeline
Rooted Wealth Advisors, Inc.256,076$15.7M6.13%+2,08413F-HRTimeline
Scott Capital Advisors, LLC254,804$15.5M4.46%+12,74213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC249,383$15.3M3.81%-51913F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …248,039$15.2M0.87%+16,95613F-HRTimelineGroup
Crumly & Associates Inc.247,746$15.2M4.14%+5,35013F-HRTimeline
Dynamic Advisor Solutions LLC232,735$14.3M0.62%-2,17113F-HRTimeline
&PARTNERS232,056$14.2M0.17%+9,05013F-HRTimeline
Integrated Wealth Concepts LLC231,934$14.2M0.17%+21,91113F-HRTimeline
HB Wealth Management, LLC230,320$14.1M0.14%-11313F-HRTimeline
PFS Partners, LLC230,202$14.1M7.69%-91313F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC228,469$14M7.6%-3413F-HRTimeline
Creative Planningin group Creative Planning227,230$13.9M0.01%+38,59313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…225,729$13.8M0.04%-194,14513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC225,002$13.8M0.55%+92413F-HRTimelineGroup
Jackson Wealth Management, LLC220,350$13.5M1.53%+5,76013F-HRTimeline
Mutual Advisors, LLC208,052$13M0.38%-26,12613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC210,376$12.9M0.1%-29,43713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC210,211$12.9M0.04%+26,07013F-HRTimelineGroup
Powers Advisory Group, LLC208,916$12.8M6.42%+3,34413F-HRTimeline
Philip James Wealth Mangement, LLC205,155$12.6M1.63%+3,56713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC204,775$12.6M2.64%+24,68213F-HRTimeline
Tandem Wealth Advisors LLC204,461$12.5M6.4%-6,85013F-HRTimeline
IFS Advisors, LLC204,037$12.5M9.84%-6713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers203,262$12.5M0.02%+33,14413F-HRTimelineGroup
Princeton Global Asset Management LLC202,273$12.4M2.32%+20,09213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …199,756$12.3M1.85%+3,12513F-HRTimeline
Journey Advisory Group, LLC211,229$12.2M1.46%013F-HRTimeline
Apexium Financial, LP195,331$12M0.73%-81313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC194,588$11.9M4.38%-1,74713F-HRTimeline
Legacy Financial Advisors, Inc.193,784$11.9M1.97%-4,45213F-HRTimeline
Alternative Investment Advisors, LLC.193,422$11.9M6.19%-2713F-HRTimeline
Beaumont Financial Advisors, LLC191,073$11.7M0.88%+6,14413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC187,203$11.5M0.7%-1,99813F-HRTimeline
Meridian Wealth Management, LLC185,834$11.4M0.54%+2,59613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC185,731$11.4M1.09%+4,18813F-HR/ATimeline
Argent Advisors, Inc.184,632$11.3M4.2%+7,57913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…184,254$11.3M0.64%+4,58313F-HRTimelineGroup
Objectivity Squared, LLC185,092$11.2M7.78%+2,17313F-HRTimeline
FC Advisory LLC181,453$11.1M3.73%+2,60013F-HRTimeline
PSI Advisors, LLC181,065$11.1M3.3%-6,89213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…179,983$11M2.16%-20,65813F-HRTimelineGroup
First Horizon Advisors, Inc.179,386$11M0.31%+5,10513F-HRTimeline
Allworth Financial LP174,069$10.9M0.06%-2,88213F-HRTimeline
DDFG, Inc177,527$10.9M3.14%+11,03613F-HRTimeline
Strategic Wealth Partners, Ltd.169,702$10.9M0.9%-11,82113F-HRTimeline
SOA Wealth Advisors, LLC.177,242$10.9M2%-5,28313F-HR/ATimeline
FourThought Financial Partners, LLC172,725$10.6M1.1%+43,74013F-HRTimeline
Sound View Wealth Advisors Group, LLC172,195$10.6M0.85%-2,08813F-HRTimeline
Capital Investment Advisory Services, L…171,122$10.5M1.01%-2,23813F-HRTimeline
4J Wealth Management LLC170,960$10.5M8.49%+11,69513F-HRTimeline
Modus Advisors, LLC169,851$10.4M3.26%+2,45713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd169,785$10.4M0.21%new13F-HRTimelineGroup
Perritt Capital Management Inc169,169$10.4M5.39%+1,02113F-HRTimeline
LifeGoal Investments, LLC168,886$10.4M11.24%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/168,390$10.3M0.01%+9,42013F-HRTimelineGroup
WealthShield Partners, LLC167,884$10.3M1.46%-44,42013F-HRTimeline
Premier Path Wealth Partners, LLC164,508$10.1M1.54%+5,75913F-HRTimeline
Cornerstone Wealth Management, LLC163,263$10M0.68%+47313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding162,798$9.99M+6,286Timeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC162,084$9.94M2.3%+6,26913F-HRTimeline
Accel Wealth Management162,033$9.94M3.77%+3,91613F-HRTimeline
FORTE ASSET MANAGEMENT LLC161,888$9.93M5.27%+15513F-HRTimeline
Patriot Financial Group Insurance Agenc…159,089$9.76M1.31%+2,21013F-HRTimeline
Freedom Investment Management, Inc.157,776$9.68M0.8%-2,90813F-HRTimeline
OneDigital Investment Advisors LLC154,358$9.47M0.11%-6,87513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC153,101$9.39M0.25%13F-HRTimeline
Prospera Financial Services Inc152,937$9.38M0.22%+38013F-HRTimeline
Buck Wealth Strategies, LLC152,044$9.33M1.94%+53,55113F-HRTimeline
Fairway Financial, LLC149,842$9.19M8.39%13F-HRTimeline
Foundations Investment Advisors, LLC149,091$9.15M0.18%+4,86113F-HRTimeline
Shepherd Financial Partners LLC147,404$9.04M1.08%-2,56513F-HRTimeline
Kingsview Wealth Management, LLC146,685$9M0.18%+7,66313F-HRTimeline
Monterey Private Wealth, Inc.144,363$8.86M2.92%-7,31813F-HRTimeline
Global Retirement Partners, LLC142,733$8.76M0.25%+11,45013F-HRTimeline
Baker Avenue Asset Management, LP142,506$8.74M0.27%+4,88213F-HRTimeline
Gladstone Institutional Advisory LLC142,485$8.74M0.41%+48813F-HRTimeline
BBR PARTNERS, LLC137,641$8.44M0.59%+6213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC137,381$8.43M0.01%-52113F-HRTimelineGroup
TriaGen Wealth Management LLC134,226$8.23M2.77%+1,90813F-HRTimeline
Arkadios Wealth Advisors133,751$8.2M0.45%-53413F-HRTimeline
DAVIDSON INVESTMENT ADVISORS131,728$8.08M0.39%-13,94213F-HRTimeline
TD Waterhouse Canada Inc.130,785$8.02M0.06%+18,05213F-HRTimeline