DGRO — ISHARES TR

Ownership history in Squarepoint Ops LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Squarepoint Ops 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,904 -387 -5.3% 0.00% $470K $67.33
2025 Q2 INITIATED 7,291 — — 0.00% $466K $62.89
% 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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