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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
Wealthfront Advisers LLC16,883,038$3.07B8.24%-452,55613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY18,545,534$1.15B0.08%+133,03813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,053,716$1.12B0.1%-211,86213F-HRTimelineGroup
LPL Financial LLC15,697,592$970M0.38%+941,31113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,230,233$632M0.24%+174,41713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,668,707$597M-1,262,666Timeline
COMMONWEALTH EQUITY SERVICES, LLC7,996,206$494M0.7%+229,66713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,745,402$479M0.25%+55,05813F-HRTimelineGroup
Capital Investment Advisors, LLC7,703,376$476M9.31%+207,81013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,823,749$422M0.11%-512,35313F-HRTimelineGroup
FMR LLCin group FMR LLC6,787,139$419M0.03%-986,50413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,162,355$381M0.09%-36,58813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,157,442$380M0.09%+219,93813F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,837,667$357M0.32%+1,612,70913F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,409,805$334M0.01%+9,49313F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,665,973$288M0.06%-93,96513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,523,223$279M0.05%+131,36413F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC3,600,776$222M0.74%-245,78913F-HRTimeline
HighTower Advisors, LLC3,283,417$203M0.28%+39,43113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,232,703$200M0.02%-145,62713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,006,133$186M0.3%-135,92313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,888,439$178M0.3%-161,87213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,316,893$143M0.15%+69,06613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,078,455$128M0.11%+36,42713F-HRTimelineGroup
Cetera Investment Advisers2,034,679$126M0.24%+32,88613F-HRTimeline
Avior Wealth Management, LLC1,765,991$109M4.14%+28,28513F-HRTimeline
First Command Advisory Services, Inc.1,507,459$93.2M0.89%-8,47313F-HRTimeline
Northeast Financial Consultants Inc1,469,209$90.8M4.02%+20,76813F-HRTimeline
Smith Anglin Financial, LLC1,417,070$87.5M9.27%+11,23113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,309,809$80.9M0.18%-348,14713F-HRTimelineGroup
ProVise Management Group, LLC1,302,320$80.5M6.83%+63,93513F-HRTimeline
Strategies Wealth Advisors, LLC1,241,908$76.7M9.37%+36,82713F-HRTimeline
Gratus Wealth Advisors, LLC1,200,685$74.2M12.17%+1,15013F-HRTimeline
Ledyard National Bank1,200,497$74.2M7.34%-202,71313F-HRTimeline
Private Advisor Group, LLC1,141,340$70.5M0.43%+14,21813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,122,671$69.4M1.91%+146,88613F-HRTimeline
Seven Springs Wealth Group, LLC1,007,600$62.2M22.19%+42,89813F-HRTimeline
Cambridge Investment Research Advisors,…982,995$60.7M0.2%-21,15913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp970,959$60M0.01%+32,24913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.948,151$58.6M0.11%-11,56113F-HRTimelineGroup
First Business Financial Services, Inc.936,380$57.8M5.69%+31,87913F-HRTimeline
Sanctuary Advisors, LLC866,456$53.5M0.38%-22,71213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding826,896$51.1M+124,848Timeline
Sigma Planning Corp809,093$50M1.59%+204,36313F-HRTimeline
Confluence Wealth Services, Inc.828,113$48.7M3.07%+54,57413F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT773,958$47.8M9.48%-12,84813F-HRTimeline
Stonebridge Financial Group, LLC762,749$47.1M5.01%+39,10113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS709,791$43.9M0.11%-5,07913F-HRTimeline
Conservest Capital Advisors, Inc.691,488$42.7M4.49%+7,09913F-HRTimeline
NewEdge Advisors, LLC685,791$42.4M0.25%+97,28913F-HRTimeline
FORM Wealth Advisors, LLC664,277$41M5.58%13F-HRTimeline
Steward Partners Investment Advisory, L…660,103$40.8M0.36%+10,55013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding648,761$40.1M-169,456Timeline
FFT WEALTH MANAGEMENT LLC644,892$39.8M8.33%+240,32713F-HRTimeline
American Trust635,152$39.2M9.67%-774,10613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…622,905$38.5M0.07%+8,32213F-HRTimeline
Madison Wealth Partners, Inc612,026$37.8M9.33%-282,64913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …598,147$37M0.56%+9,01613F-HRTimelineGroup
O'Dell Group, LLC597,796$36.9M9.57%+9,27913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…585,191$36.2M9.86%+22,10213F-HRTimeline
COMERICA BANK559,326$34.6M0.15%+19,04813F-HRTimeline
Legacy Financial Strategies, LLC555,757$34.3M7.49%+11,41213F-HRTimeline
D'Orazio & Associates, Inc.543,821$33.6M5.12%-14,55013F-HRTimeline
Vestmark Advisory Solutions, Inc.538,354$33.3M0.86%-49,89613F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL530,284$32.8M0.77%+2,68013F-HRTimeline
Janney Montgomery Scott LLC528,804$32.7M0.09%+7,86313F-HRTimeline
J.W. COLE ADVISORS, INC.524,080$32.4M1%-38,04613F-HRTimeline
Wolff Financial Management LLC512,017$31.6M8.76%+3,10013F-HRTimeline
Horizon Investments, LLC507,236$31.3M0.93%+507,12913F-HRTimeline
Waverly Advisors, LLC497,787$30.8M0.38%+6,83313F-HRTimeline
XML Financial, LLC496,391$30.7M2.86%-7,54413F-HRTimeline
DAGCO, INC.478,563$29.6M9.56%+14,75113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding466,956$28.8M-13,506Timeline
Silver Coast Investments LLC453,441$28M10.63%-24,98413F-HRTimeline
JGP Wealth Management, LLC445,984$27.6M3.63%+166,05013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding427,434$26.4M+15,592Timeline
Altus Wealth Management, LLC424,255$26.2M12.27%+1,32613F-HRTimeline
Provident Wealth Management, LLC418,505$25.9M8.91%+7,91213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…418,063$25.6M0.1%+31,77013F-HRTimelineGroup
Compass Ion Advisors, LLC411,169$25.4M2.99%+16,24413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding402,216$24.8M+14,475Timeline
Litman Gregory Wealth Management LLC394,539$24.4M2.09%+44,08613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.388,959$24M0.23%+47,95313F-HRTimelineGroup
Creative Planningin group Creative Planning373,474$23.1M0.02%+146,24413F-HRTimelineGroup
Atria Wealth Solutions, Inc.371,177$22.9M0.28%-54,53613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.364,715$22.5M0.14%+27,19613F-HRTimeline
Summit Investment Advisory Services, LLC362,074$22.4M10.97%-5,87513F-HRTimeline
Meridian Financial Partners LLC356,460$22M11.17%+6,99713F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC355,403$22M9.17%+6,14213F-HRTimeline
Alliance Wealth Advisors, LLC350,526$21.7M12.74%+11,58013F-HRTimeline
Capital Planning LLC347,400$21.5M6%-1,42713F-HRTimeline
Atlas Private Wealth Advisors342,413$21.2M2.95%+35,99813F-HRTimeline
Regent Peak Wealth Advisors LLC341,452$21.1M4.98%+6,87613F-HRTimeline
Atria Investments, Inc337,512$20.9M0.27%-17,56913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP336,030$20.8M0.15%-6,99613F-HRTimelineGroup
SWEENEY & MICHEL, LLC361,780$20M8.74%13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…315,468$19.5M4.64%+10,22313F-HRTimeline
CHOREO, LLC315,345$19.5M0.3%+5,03513F-HRTimeline
Allegheny Financial Group310,713$19.2M4.92%+1,70313F-HRTimeline
Wealth Group Ltd306,671$18.9M5.55%-7,91313F-HRTimeline
WealthPlan Investment Management, LLC296,559$18.3M1.8%-20,91213F-HRTimeline
Gimbal Financial294,871$18.2M16.44%+6,65413F-HRTimeline
&PARTNERS293,515$18M0.19%+61,45913F-HRTimeline
VICUS CAPITAL288,183$17.8M1.66%-45,20613F-HRTimeline
Capital Advisors, Ltd. LLC284,589$17.6M2.32%+9,29413F-HRTimeline
Scott Capital Advisors, LLC284,535$17.6M5.24%+29,73113F-HRTimeline
Custos Family Office, LLC281,448$17.4M6.17%-1,56113F-HRTimeline
WealthPLAN Partners, LLC278,880$17.2M2.43%+5,37313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV272,640$16.8M0.04%+11,89513F-HRTimeline
DAVENPORT & Co LLC272,352$16.8M0.1%+7,59013F-HRTimeline
MORTON COMMUNITY BANK271,183$16.8M4.39%+4,91813F-HRTimeline
Financiere des Professionnels - Fonds d…268,800$16.6M1.07%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers267,453$16.5M0.03%+64,19113F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …262,967$16.2M0.94%+14,92813F-HRTimelineGroup
MAI Capital Management258,565$16M0.12%-4,02813F-HRTimeline
Well Done, LLC260,209$16M2.89%-79113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC249,359$15.4M0.57%+24,35713F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC249,321$15.4M3.94%-6213F-HRTimelineGroup
Integrated Wealth Concepts LLC245,707$15.2M0.18%+13,77313F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC233,548$14.4M7.56%+5,07913F-HRTimeline
Eagle Strategies LLC230,672$14.3M2.48%-37,75513F-HRTimeline
Powers Advisory Group, LLC228,652$14.1M6.73%+19,73613F-HRTimeline
PFS Partners, LLC228,353$14.1M7.51%-1,84913F-HRTimeline
Dynamic Advisor Solutions LLC227,840$14.1M0.46%-4,89513F-HRTimeline
HB Wealth Management, LLC227,419$14M0.12%-2,90113F-HRTimeline
Rooted Wealth Advisors, Inc.248,475$14M6.04%-7,60113F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co227,300$14M0.37%-462,20013F-HRTimelineGroup
Jackson Wealth Management, LLC225,055$13.9M1.69%+4,70513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding221,474$13.4M-228,374Timeline
BRASS TAX WEALTH MANAGEMENT, INC214,094$13.2M2.78%+9,31913F-HRTimeline
Accel Wealth Management213,571$13.2M4.77%+51,53813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…210,872$13M0.03%-14,85713F-HRTimelineGroup
Coppell Advisory Solutions LLC279,964$12.9M1.81%+276,82413F-HRTimeline
IFS Advisors, LLC206,504$12.8M10.36%+2,46713F-HRTimeline
Philip James Wealth Mangement, LLC204,082$12.6M1.53%-1,07313F-HRTimeline
Mutual Advisors, LLC210,995$12.6M0.36%+2,94313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …202,030$12.5M1.9%+2,27413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…200,510$12.4M0.68%+16,25613F-HRTimelineGroup
Tandem Wealth Advisors LLC199,548$12.3M6.44%-4,91313F-HRTimeline
Apexium Financial, LP197,389$12.2M0.73%+2,05813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC196,431$12.1M0.03%-13,78013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC195,728$12.1M0.1%-14,64813F-HR/ATimelineGroup
DDFG, Inc194,089$12M3.32%+16,56213F-HRTimeline
Journey Advisory Group, LLC192,618$11.9M0.97%-18,61113F-HRTimeline
Beaumont Financial Advisors, LLC192,458$11.9M0.93%+1,38513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC192,448$11.9M1.19%+6,71713F-HR/ATimeline
WealthShield Partners, LLC190,676$11.8M1.52%+22,79213F-HRTimeline
KOM Wealth Management Group, LLC190,659$11.8M10.29%-89,39813F-HRTimeline
Prospera Financial Services Inc190,025$11.7M0.27%+37,08813F-HRTimeline
Alternative Investment Advisors, LLC.190,029$11.7M6.21%-3,39313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC188,605$11.7M4.2%-5,98313F-HRTimeline
FC Advisory LLC188,100$11.6M3.93%+6,64713F-HRTimeline
Meridian Wealth Management, LLC187,396$11.6M0.56%+1,56213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC187,378$11.6M0.72%+17513F-HRTimeline
Legacy Financial Advisors, Inc.187,094$11.6M1.93%-6,69013F-HRTimeline
Sterling Manor Financial, LLC184,934$11.4M8.16%-139,47813F-HRTimeline
PSI Advisors, LLC183,878$11.4M3.7%+2,81313F-HRTimeline
First Horizon Advisors, Inc.183,459$11.3M0.32%+4,07313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…179,170$11.1M0.36%-81313F-HRTimelineGroup
Objectivity Squared, LLC185,609$10.8M9.07%+51713F-HRTimeline
SOA Wealth Advisors, LLC.174,823$10.8M2.26%-2,41913F-HRTimeline
Integrated Advisors Network LLC174,631$10.8M0.55%+47,74313F-HRTimeline
Capital Investment Advisory Services, L…174,629$10.8M0.96%+3,50713F-HRTimeline
Princeton Global Asset Management LLC173,885$10.7M2.13%-28,38813F-HRTimeline
Modus Advisors, LLC171,859$10.6M3.48%+2,00813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding169,123$10.4M+6,325Timeline
Premier Path Wealth Partners, LLC167,836$10.4M1.61%+3,32813F-HRTimeline
Allworth Financial LP171,307$10.2M0.06%-2,76213F-HRTimeline
Argent Advisors, Inc.164,523$10.2M3.4%-20,10913F-HRTimeline
Perritt Capital Management Inc164,074$10.1M5.59%-5,09513F-HRTimeline
Cornerstone Wealth Management, LLC163,763$10.1M0.68%+50013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC162,985$10.1M2.58%+90113F-HR/ATimeline
FORTE ASSET MANAGEMENT LLC159,626$9.86M4.97%-2,26213F-HRTimeline
Arkadios Wealth Advisors156,526$9.67M0.37%+22,77513F-HRTimeline
Sound View Wealth Advisors Group, LLC156,298$9.66M0.79%-15,89713F-HRTimeline
Gotham Asset Management, LLC153,706$9.5M0.08%+60,55413F-HRTimeline
OneDigital Investment Advisors LLC152,681$9.43M0.11%-1,67713F-HRTimeline
Fairway Financial, LLC151,841$9.38M8.51%+1,99913F-HRTimeline
KPP Advisory Services LLC149,889$9.26M1.76%+69,94313F-HRTimeline
Gladstone Institutional Advisory LLC149,862$9.26M0.43%+7,37713F-HRTimeline
LifeGoal Investments, LLC149,309$9.23M9.97%-19,57713F-HRTimeline
Patriot Financial Group Insurance Agenc…149,375$9.23M1.24%-9,71413F-HRTimeline
Kingsview Wealth Management, LLC149,148$9.21M0.17%+2,46313F-HRTimeline
Monterey Private Wealth, Inc.147,778$9.13M2.69%+3,41513F-HRTimeline
Shepherd Financial Partners LLC146,868$9.07M1.06%-53613F-HRTimeline
Baker Avenue Asset Management, LP142,899$8.83M0.28%+39313F-HRTimeline
FourThought Financial Partners, LLC142,314$8.79M0.92%-30,41113F-HRTimeline
Strategic Blueprint, LLC139,705$8.63M0.47%+109,08213F-HRTimeline
BBR PARTNERS, LLC137,693$8.51M0.6%+5213F-HRTimeline
TD Waterhouse Canada Inc.137,695$8.46M0.07%+6,91013F-HRTimeline
Geneos Wealth Management Inc.135,920$8.4M0.12%+97,35113F-HRTimeline
TriaGen Wealth Management LLC135,332$8.36M2.95%+1,10613F-HRTimeline
Crumly & Associates Inc.132,736$8.2M2.26%-115,01013F-HRTimeline
IEQ CAPITAL, LLC132,570$8.19M0.07%+14,44413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC131,532$8.13M0.01%-5,84913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC129,342$7.99M0.1%-144,02313F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC128,918$7.96M0.2%-24,18313F-HRTimeline
Orion Porfolio Solutions, LLC123,721$7.64M0.07%+6,35313F-HRTimeline
Orion Portfolio Solutions, LLC123,721$7.64M0.07%+6,35313F-HR/ATimeline
Prosperity Consulting Group, LLC122,971$7.6M0.59%+7,80313F-HRTimeline