ISHARES TR (DGRO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,306
Reporting holders
$24.0B
Reported value
0.7%
Held as options
+34
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $1.6B | 21,292,882 | 0.36% | 31q | +5.2%+$80.1M |
| MORGAN STANLEY | $1.5B | 20,167,455 | 0.08% | 35q | +4.1%+$60.6M |
| BANK OF AMERICA CORP /DE/ | $1.5B | 19,247,587 | 0.09% | 31q | -0.7%-$10.8M |
| Wealthfront Advisers LLC | $1.3B | 17,739,616 | 2.58% | 15q | +1.8%+$23.8M |
| JONES FINANCIAL COMPANIES LLLP | $1.1B | 14,415,274 | 0.44% | 24q | +19.5%+$177.9M |
| RAYMOND JAMES FINANCIAL INC | $845.7M | 11,158,166 | 0.23% | 7q | +2.7%+$22.2M |
| ENVESTNET ASSET MANAGEMENT INC | $841.3M | 11,099,887 | 0.20% | 31q | +4.4%+$35.8M |
| Capital Investment Advisors, LLC | $644.0M | 8,497,348 | 8.48% | 31q | +0.8%+$5.0M |
| ROYAL BANK OF CANADA | $619.1M | 8,168,442 | 0.09% | 31q | -0.8%-$4.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $548.4M | 7,235,888 | 0.69% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $518.5M | 6,839,276 | 0.10% | 31q | -50.1%-$521.1M |
| WELLS FARGO & COMPANY/MN | $518.4M | 6,839,705 | 0.08% | 31q | -48.7%-$491.4M |
| PNC Financial Services Group, Inc. | $443.9M | 5,857,129 | 0.22% | 31q | -7.2%-$34.3M |
| HighTower Advisors, LLC | $402.1M | 5,305,798 | 0.39% | 31q | +3.0%+$11.9M |
| GOLDMAN SACHS GROUP INC | $378.1M | 4,988,207 | 0.03% | 31q | +4.5%+$16.3M |
| JPMORGAN CHASE & CO | $377.3M | 4,968,272 | 0.02% | 31q | +4.5%+$16.3M |
| UBS Group AG | $347.0M | 4,578,048 | 0.04% | 31q | -1.8%-$6.2M |
| FMR LLC | $345.9M | 4,564,459 | 0.02% | 31q | -13.8%-$55.4M |
| Cetera Investment Advisers | $265.4M | 3,502,126 | 0.24% | 31q | +5.3%+$13.5M |
| MML INVESTORS SERVICES, LLC | $254.9M | 3,363,810 | 0.52% | 31q | +7.7%+$18.3M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $236.0M | 3,114,188 | 1.77% | 4q | HELD |
| Corient Private Wealth LP | $232.7M | 3,069,980 | 0.15% | 15q | +88.8%+$109.4M |
| TRUIST FINANCIAL CORP | $224.3M | 2,959,117 | 0.27% | 27q | +0.7%+$1.6M |
| STIFEL FINANCIAL CORP | $217.2M | 2,865,667 | 0.18% | 31q | +3.5%+$7.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $197.4M | 2,604,399 | 0.11% | 31q | +4.5%+$8.5M |
| Mariner, LLC | $191.6M | 2,527,648 | 0.20% | 31q | -7.0%-$14.5M |
| Kestra Advisory Services, LLC | $164.7M | 2,172,946 | 0.53% | 24q | +172.5%+$104.2M |
| OSAIC HOLDINGS, INC. | $162.3M | 2,140,640 | 0.19% | 26q | +22.2%+$29.5M |
| Avior Wealth Management, LLC | $160.9M | 2,122,891 | 4.23% | 29q | +11.7%+$16.9M |
| TD PRIVATE CLIENT WEALTH LLC | $154.3M | 2,036,157 | 2.84% | 18q | +8.9%+$12.6M |
| JANE STREET GROUP, LLC | $129.5M | options only | 0.01% | 3q | OPTIONS |
| First Command Advisory Services, Inc. | $109.4M | 1,443,278 | 0.65% | 31q | -5.1%-$5.8M |
| Beacon Pointe Advisors, LLC | $109.3M | 1,441,791 | 0.51% | 21q | +3.4%+$3.6M |
| ProVise Management Group, LLC | $108.4M | 1,430,575 | 7.27% | 22q | +1.9%+$2.1M |
| Dynasty Wealth Management, LLC | $100.7M | 1,329,183 | 0.75% | 4q | +3.7%+$3.6M |
| Bluespring Wealth Management, LLC | $100.6M | 1,327,069 | 1.93% | new | NEW |
| Confluence Wealth Services, Inc. | $96.6M | 1,274,825 | 2.76% | 19q | +21.3%+$17.0M |
| SHP Wealth Management | $96.2M | 1,268,880 | 6.61% | 3q | +6.0%+$5.5M |
| Quotient Wealth Partners, LLC | $95.8M | 1,263,551 | 2.26% | 2q | +3.3%+$3.1M |
| Gratus Wealth Advisors, LLC | $94.2M | 1,243,096 | 11.99% | 11q | +2.1%+$1.9M |
| HM PAYSON & CO | $90.1M | 1,188,167 | 1.19% | 13q | -39.5%-$58.9M |
| Seven Springs Wealth Group, LLC | $89.7M | 1,183,767 | 19.59% | 27q | +3.5%+$3.0M |
| Ledyard National Bank | $88.1M | 1,162,346 | 7.06% | 27q | +1.7%+$1.5M |
| Strategies Wealth Advisors, LLC | $83.9M | 1,106,388 | 7.50% | 18q | -12.5%-$12.0M |
| American Trust | $78.7M | 1,039,043 | 6.07% | 19q | +4.6%+$3.4M |
| Sanctuary Advisors, LLC | $74.3M | 980,791 | 0.34% | 9q | HELD |
| BlackRock, Inc. | $72.6M | 958,011 | 0.00% | 8q | -29.0%-$29.6M |
| NewEdge Advisors, LLC | $72.3M | 953,486 | 0.22% | new | NEW |
| Baird Financial Group, Inc. | $70.5M | 930,162 | 0.10% | 31q | HELD |
| Integrated Wealth Concepts LLC | $65.9M | 870,100 | 0.32% | 29q | +182.2%+$42.6M |
| MCF Advisors LLC | $63.7M | 840,366 | 2.28% | 18q | HELD |
| First Business Financial Services, Inc. | $63.6M | 839,061 | 4.93% | 17q | HELD |
| Stonebridge Financial Group, LLC | $62.5M | 825,225 | 4.74% | 7q | -0.5%-$340.2K |
| Conservest Capital Advisors, Inc. | $60.4M | 796,303 | 4.80% | 23q | HELD |
| JGP Wealth Management, LLC | $57.0M | 752,651 | 5.12% | 9q | +3.5%+$1.9M |
| FIFTH THIRD BANCORP | $56.8M | 749,089 | 0.09% | 31q | -0.9%-$540.2K |
| FFT WEALTH MANAGEMENT LLC | $56.6M | 746,197 | 8.86% | 16q | +5.3%+$2.8M |
| J.W. COLE ADVISORS, INC. | $55.6M | 734,223 | 0.96% | 19q | HELD |
| Private Advisor Group, LLC | $55.0M | 725,570 | 0.25% | 31q | -22.7%-$16.2M |
| Sigma Planning Corp | $54.7M | 721,444 | 1.38% | 31q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $51.1M | 673,955 | 0.08% | 25q | -2.0%-$1.1M |
| Bank of New York Mellon Corp | $49.9M | 659,031 | 0.01% | 25q | +2.9%+$1.4M |
| Ritter Daniher Financial Advisory LLC / DE | $49.9M | 658,931 | 7.60% | 17q | +2.5%+$1.2M |
| Focus Partners Wealth | $48.5M | 639,958 | 0.05% | 11q | -0.8%-$370.5K |
| Steward Partners Investment Advisory, LLC | $47.7M | 629,011 | 0.24% | 31q | -9.6%-$5.0M |
| OPPENHEIMER & CO INC | $45.8M | 604,034 | 0.49% | 31q | HELD |
| XML Financial, LLC | $44.4M | 585,875 | 3.23% | 26q | +1.7%+$744.7K |
| Wolff Financial Management LLC | $42.8M | 564,374 | 8.53% | 22q | HELD |
| Waverly Advisors, LLC | $42.4M | 558,937 | 0.25% | 15q | -20.9%-$11.2M |
| Equitable Holdings, Inc. | $42.1M | 555,535 | 0.25% | 27q | +3.9%+$1.6M |
| DAGCO, INC. | $41.0M | 541,427 | 7.58% | 10q | +4.2%+$1.6M |
| Scott Capital Advisors, LLC | $40.9M | 539,471 | 6.40% | 18q | HELD |
| EARNED WEALTH ADVISORS, LLC | $40.6M | 536,322 | 2.62% | 3q | +1.1%+$438.3K |
| Vestmark Advisory Solutions, Inc. | $39.5M | 521,597 | 0.37% | 21q | +0.8%+$327.5K |
| Auto-Owners Insurance Co | $39.0M | 514,500 | 0.88% | 15q | -25.4%-$13.3M |
| FORM Wealth Advisors, LLC | $38.4M | 507,127 | 4.23% | 5q | -29.1%-$15.8M |
| Fifth Third Securities, Inc. | $38.4M | 506,229 | 2.19% | 17q | +1.1%+$420.9K |
| Hughes Financial Services, LLC | $36.6M | 483,103 | 4.85% | 6q | +4.7%+$1.7M |
| Silver Coast Investments LLC | $33.9M | 447,671 | 10.10% | 11q | HELD |
| TRB Wealth Management, LLC | $33.9M | 447,648 | 4.52% | 2q | +1.9%+$635.7K |
| Altus Wealth Management, LLC | $33.7M | 444,824 | 12.98% | 12q | +0.7%+$241.4K |
| Stratos Wealth Partners, LTD. | $33.3M | 439,883 | 0.34% | 31q | +4.9%+$1.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $33.1M | 437,368 | 0.02% | 30q | +102.7%+$16.8M |
| Compass Ion Advisors, LLC | $32.4M | 428,139 | 2.80% | 26q | +2.1%+$680.2K |
| D'Orazio & Associates, Inc. | $32.0M | 422,469 | 3.71% | 22q | -1.8%-$598.2K |
| Provident Wealth Management, LLC | $32.0M | 421,678 | 8.23% | 27q | +0.5%+$160.8K |
| Legacy Financial Strategies, LLC | $31.7M | 418,414 | 4.91% | 24q | +1.0%+$306.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $31.7M | 411,438 | 0.05% | 12q | +6.0%+$1.8M |
| Creative Planning | $31.6M | 416,883 | 0.02% | 31q | +3.1%+$951.5K |
| SWEENEY & MICHEL, LLC | $30.6M | 385,673 | 8.05% | 12q | +0.6%+$168.0K |
| Alliance Wealth Advisors, LLC | $30.4M | 401,517 | 9.89% | 23q | +3.1%+$902.1K |
| Gotham Asset Management, LLC | $30.1M | 397,769 | 0.07% | 10q | +12.5%+$3.4M |
| Rockefeller Capital Management L.P. | $29.9M | 394,229 | 0.05% | 28q | +18.5%+$4.7M |
| Presidio Capital Management, LLC | $29.8M | 393,622 | 7.46% | 3q | +6.6%+$1.8M |
| Adirondack Capital Advisors, LLC | $29.5M | 389,302 | 15.82% | 3q | +2.4%+$699.3K |
| &PARTNERS | $29.1M | 382,727 | 0.12% | 11q | HELD |
| CITADEL ADVISORS LLC | $28.5M | 234,139 | 0.00% | 24q | +91.6%+$13.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $28.0M | options only | 0.00% | 20q | OPTIONS |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $27.4M | 362,153 | 5.24% | 31q | +3.9%+$1.0M |
| SVRN Asset Management, LLC | $26.7M | 352,342 | 13.73% | 3q | +104.0%+$13.6M |
Showing the largest 100 of 1,343 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,306 | $24.0B | 314,415,086 | 97 | 493 | 342 | 0.7% |
| Q1 2026 | 1,272 | $22.3B | 316,247,113 | 83 | 467 | 374 | 0.7% |
| Q4 2025 | 1,239 | $20.4B | 291,628,914 | 67 | 438 | 326 | 0.6% |
| Q3 2025 | 1,132 | $18.7B | 272,850,352 | 84 | 393 | 349 | 0.6% |
| Q2 2025 | 1,105 | $17.3B | 268,367,514 | 100 | 428 | 298 | 0.6% |
| Q1 2025 | 1,058 | $17.7B | 254,494,189 | 64 | 382 | 345 | 0.0% |
| Q4 2024 | 1,058 | $15.8B | 257,549,680 | 67 | 373 | 305 | 0.0% |
| Q3 2024 | 983 | $16.2B | 256,836,662 | 84 | 371 | 285 | 0.6% |
| Q2 2024 | 922 | $14.4B | 250,196,028 | 57 | 318 | 294 | 0.2% |
| Q1 2024 | 917 | $16.3B | 280,389,063 | 76 | 295 | 324 | 0.4% |
| Q4 2023 | 890 | $14.3B | 264,839,404 | 61 | 302 | 296 | 0.0% |
| Q3 2023 | 820 | $11.3B | 226,877,864 | 49 | 274 | 270 | 0.1% |
| Q2 2023 | 818 | $11.6B | 225,693,214 | 67 | 269 | 281 | 0.1% |
| Q1 2023 | 769 | $11.6B | 231,007,531 | 43 | 283 | 256 | 0.0% |
| Q4 2022 | 751 | $10.4B | 208,710,649 | 72 | 291 | 208 | 0.4% |
| Q3 2022 | 801 | $11.9B | 265,780,327 | 58 | 328 | 225 | 0.3% |
| Q2 2022 | 790 | $12.3B | 258,295,816 | 56 | 325 | 226 | 0.0% |
| Q1 2022 | 785 | $13.5B | 252,098,622 | 59 | 358 | 184 | 0.5% |
| Q4 2021 | 768 | $13.1B | 236,077,213 | 61 | 319 | 158 | 0.4% |
| Q3 2021 | 669 | $11.2B | 222,089,769 | 59 | 292 | 166 | 0.3% |
| Q2 2021 | 644 | $11.8B | 251,982,078 | 62 | 317 | 131 | 0.3% |
| Q1 2021 | 617 | $10.3B | 213,015,683 | 60 | 286 | 142 | 0.2% |
| Q4 2020 | 585 | $8.5B | 189,604,922 | 55 | 241 | 126 | 0.1% |
| Q3 2020 | 493 | $6.5B | 164,388,413 | 48 | 195 | 147 | 0.0% |
| Q2 2020 | 466 | $6.0B | 159,492,292 | 58 | 195 | 142 | 0.0% |
| Q1 2020 | 436 | $4.9B | 151,766,168 | 57 | 194 | 121 | 0.0% |
| Q4 2019 | 452 | $5.9B | 140,218,397 | 56 | 187 | 79 | 0.0% |
| Q3 2019 | 340 | $4.8B | 123,500,728 | 48 | 163 | 65 | 0.0% |
| Q2 2019 | 308 | $4.5B | 117,351,462 | 39 | 160 | 55 | 0.0% |
| Q1 2019 | 286 | $3.8B | 102,226,436 | 48 | 134 | 62 | 0.0% |
| Q4 2018 | 252 | $2.9B | 87,021,693 | 2 | 6 | 3 | 0.0% |