DGRO — ISHARES TR

Ownership history in BBR PARTNERS, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which BBR PARTNERS, LLC reported a position in ISHARES TR (DGRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.21% (2021 Q4)
Avg. % of fund
0.78%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 138,391 +589 +0.4% 0.52% $9.6M $69.42
2025 Q3 ADDED 137,802 +56 +0.0% 0.54% $9.4M $67.65
2025 Q2 ADDED 137,746 +53 +0.0% 0.55% $8.8M $63.19
2025 Q1 ADDED 137,693 +52 +0.0% 0.60% $8.5M $60.74
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DGRO price (monthly, adj. close)

Other funds also holding DGRO

As of 2025 Q4 — sorted by position size

Seven Springs Wealth Group, LLC 3Y 22.53% truNorth Financial Services, Inc. 15.87% 46 Peaks LLC 13.36% Altus Wealth Management, LLC 3Y 13.17% Gratus Wealth Advisors, LLC 12.08% Alliance Wealth Advisors, LLC 3Y 11.68% Meridian Financial Partners LLC 3Y 7Y 10.46% Silver Coast Investments LLC 10.37% Objectivity Squared, LLC 10.33% KOM Wealth Management Group, LLC 3Y 9.64%
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