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Disclosery

DSI ISHARES TR

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SHS (fund)

619 managers (633 13F filers) reported a position in DSI shares at 2026-06-30, 24,832,359 shares in all. 57 filers opened a position and 19 filers sold out during the quarter.

Managers
619
13F filers
633
New
57
Added
190
Reduced
234
Sold out
19
Shares held by filers
24,832,359

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 STANLEY4,231,965$603M0.03%+260,23913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,060,773$293M-39,763Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,405,229$200M0.01%-85,57813F-HRTimelineGroup
LPL Financial LLC1,229,365$175M0.04%-3,49413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,193,065$170M0.03%-61,46813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,156,395$163M0.01%-33,59513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC797,286$117M0.02%-37,53813F-HRTimelineGroup
IMA Advisory Services, Inc.444,726$63M3.94%+32,15013F-HRTimeline
UBS Group AGgroup of 2 filers holding411,227$58.6M-8,732Timeline
Betterment LLC337,922$48.1M0.08%-11,82713F-HRTimeline
Mariner, LLCin group Mariner, LLC335,917$47.8M0.05%+1,24013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\322,658$45.9M0.05%-47313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…302,319$43M0.07%+1,75713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC298,963$42.6M<0.01%+51,88013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO280,073$39.9M0.04%-2,47913F-HRTimelineGroup
NORTHSTAR ASSET MANAGEMENT INC279,901$39.9M11.68%+67,63113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC227,210$32.4M0.04%-1,10513F-HRTimeline
Global Retirement Partners, LLC221,547$31.5M0.48%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN214,635$30.6M0.01%-6,79913F-HRTimelineGroup
Creative Planningin group Creative Planning210,927$30M0.02%-5,52913F-HRTimelineGroup
Cetera Investment Advisers204,758$29.2M0.03%+1,21513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS177,439$25.3M0.04%+3,29513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC176,795$25.2M0.01%+2,55413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.174,483$24.8M0.03%+46,12513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC163,637$23.3M0.03%-5013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC163,472$23.3M0.15%-3,44513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA160,692$22.9M<0.01%-16,13213F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding159,553$22.7M+50,801Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP157,186$22.4M0.03%+27613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding149,529$21.3M+1,340Timeline
National Philanthropic Trust148,426$21.1M0.31%-15,59713F-HRTimeline
Beacon Pointe Advisors, LLC146,353$20.8M0.1%+95313F-HRTimeline
Gemmer Asset Management LLC139,453$19.9M1.34%+76413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co129,159$18.4M0.2%-7,56613F-HRTimelineGroup
Manchester Capital Management LLC128,700$18.3M2.38%-6,42113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.111,675$15.9M0.52%-2,05013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC103,448$14.7M0.03%+14,63813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding98,148$14M+165Timeline
PFG Investments, LLC97,760$13.9M0.54%+1,76113F-HRTimeline
HighTower Advisors, LLC96,438$13.7M0.01%+4,10213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV94,728$13.5M0.02%+27,93313F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…93,250$13.3M0.02%+9,16913F-HRTimelineGroup
Francis Financial, Inc.90,492$12.9M2.11%-1,08613F-HRTimeline
NATURAL INVESTMENTS, LLC88,429$12.6M2.77%-9,42013F-HRTimeline
Private Advisor Group, LLC85,793$12.2M0.06%-4,26113F-HRTimeline
Mascoma Wealth Management LLC76,421$10.9M2.02%+3,94113F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC70,793$10.1M0.31%-61,76313F-HRTimeline
SCS Capital Management LLC69,138$9.84M0.09%013F-HRTimeline
Janney Montgomery Scott LLC68,173$9.71M0.02%+2,33713F-HRTimeline
Cambridge Investment Research Advisors,…66,537$9.47M0.02%+2,00713F-HR/ATimeline
Integrated Wealth Concepts LLC65,941$9.39M0.05%+28,17713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/64,692$9.21M<0.01%+37713F-HRTimelineGroup
Composition Wealth, LLC63,094$8.98M0.11%-7,67713F-HRTimeline
Brio Consultants, LLC62,504$8.9M1.04%-39513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC62,499$8.9M0.32%+99213F-HRTimelineGroup
Allianz SEin group Allianz SE61,222$8.72M0.09%+3,85413F-HRTimelineGroup
Strategic Point Investment Advisors, LLC57,179$8.14M1.06%+99213F-HRTimeline
Perigon Wealth Management, LLC56,065$7.98M0.13%+1,14313F-HRTimeline
ASPIRIANT, LLC54,986$7.83M0.19%+14013F-HRTimeline
HEADINVEST, LLC54,789$7.8M1.46%-14113F-HRTimeline
Advisory Services Network, LLC54,735$7.79M0.09%-6,14713F-HRTimeline
CHOREO, LLC53,521$7.62M0.08%-1,94013F-HRTimeline
SOFI WEALTH, LLC52,019$7.41M0.3%+9,22913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…50,722$7.22M<0.01%-14,86413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …49,560$7.06M0.13%+3,36013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding49,059$6.99M-6,476Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP46,578$6.63M0.01%-2,27413F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC44,958$6.4M0.09%+1,71313F-HRTimelineGroup
NewEdge Advisors, LLC44,834$6.38M0.02%+20,29013F-HRTimeline
Dunhill Financial, LLC44,668$6.36M1.3%-7,85313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC43,915$6.25M0.01%-1,79913F-HRTimelineGroup
Gilbert Capital Group, Inc.41,527$5.91M4.14%-90713F-HRTimeline
Avise Financial Cooperative, Inc.40,390$5.75M4.08%-4,49813F-HRTimeline
Columbia Bank39,864$5.68M1.27%+4,42413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,487$5.62M<0.01%+21,48613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38,643$5.35M<0.01%+10,30513F-HRTimelineGroup
Wealthfront Advisers LLC36,839$5.25M0.01%+5,29113F-HRTimeline
One Wealth Advisors, LLC36,755$5.23M0.58%-8013F-HRTimeline
Moment Partners, LLC36,426$5.19M0.93%-49113F-HRTimeline
Neumann Capital Management, LLC35,201$5.01M3.32%-22713F-HRTimeline
Diversified Enterprises, LLC35,137$5M0.24%-35713F-HRTimeline
Cranbrook Wealth Management, LLC34,699$4.94M0.92%-49213F-HRTimeline
McClarren Financial Advisors, Inc.34,476$4.91M2.54%+1,11413F-HRTimeline
GeoWealth Management, LLC33,636$4.79M0.15%+6,38413F-HRTimeline
&PARTNERS33,404$4.76M0.02%+1713F-HRTimeline
Laurel Wealth Planning LLC33,390$4.75M2.1%-72713F-HRTimeline
SageView Advisory Group, LLC32,487$4.63M0.15%-6,63513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC32,101$4.57M0.75%-32413F-HRTimeline
BAILARD, INC.31,664$4.51M0.09%-19113F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH36,621$4.46M0.03%013F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV31,148$4.44M1.12%+4,94613F-HRTimeline
True Blue Financial, LLC30,923$4.4M1.86%+42113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,473$4.35M0.01%+17,05713F-HRTimeline
FMR LLCin group FMR LLC30,371$4.32M<0.01%+1,65413F-HRTimelineGroup
FORBES J M & CO LLP29,548$4.21M0.33%+24913F-HRTimeline
Merit Financial Group, LLC29,530$4.2M0.03%+27013F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources29,053$4.14M<0.01%+3,83513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…28,901$4.12M0.02%-4,95713F-HRTimelineGroup
BBR PARTNERS, LLC28,552$4.07M0.19%-95413F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO28,513$4.06M0.44%-1313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,329$4.03M0.02%-88513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…27,938$3.98M<0.01%-1,53913F-HRTimelineGroup
Archer Investment Management, LLC27,556$3.92M1.34%-11,50913F-HRTimeline
Steward Partners Investment Advisory, L…26,397$3.76M0.02%-9213F-HRTimeline
Sanctuary Advisors, LLC26,144$3.72M0.02%-38113F-HRTimeline
Horst & Graben Wealth Management LLC25,928$3.69M0.49%-84113F-HRTimeline
Gibson Capital, LLC24,715$3.52M0.58%-213F-HRTimeline
Vise Technologies, Inc.24,616$3.51M0.04%+22,22213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC24,589$3.5M0.33%+40013F-HRTimeline
Creekside Partners24,488$3.49M1.26%-2913F-HRTimeline
Eley Financial Management, Inc24,361$3.47M1.12%+1,22213F-HRTimeline
Wealthspire Advisors, LLC23,703$3.38M0.02%-3,11213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC23,600$3.36M0.01%-1,42613F-HRTimelineGroup
Orion Porfolio Solutions, LLC23,594$3.36M0.03%-1,41113F-HRTimeline
Accredited Investors Inc.23,591$3.36M0.15%-1,12513F-HRTimeline
SAPIENT CAPITAL LLC23,380$3.33M0.04%013F-HR/ATimeline
Quantinno Capital Management LP23,105$3.29M<0.01%-113F-HRTimeline
Stanich Group LLC23,005$3.28M2.06%-14613F-HRTimeline
Topel & Distasi Wealth Management, LLC22,656$3.23M1.56%+113F-HRTimeline
Fingerlakes Wealth Management, Inc.22,588$3.22M1.73%+1,41313F-HRTimeline
Compass Financial Group, Inc. (Ohio)22,154$3.15M2.11%-1,46413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC22,042$3.14M0.06%+513F-HRTimeline
Schneider Downs Wealth Management Advis…21,863$3.11M0.29%013F-HRTimeline
Chicago Partners Investment Group LLC22,509$3.1M0.06%+3313F-HRTimeline
ALTFEST L J & CO INC21,630$3.08M0.3%+45613F-HRTimeline
Allworth Financial LP21,272$3.03M0.01%-18013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC21,025$2.99M<0.01%-21513F-HRTimelineGroup
Sharkey, Howes & Javer20,930$2.98M0.36%-1,36113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,791$2.96M0.01%-46713F-HRTimelineGroup
Shepherd Financial Partners LLC20,685$2.95M0.24%+1,80813F-HRTimeline
BLAIR WILLIAM & CO/IL20,417$2.91M0.01%+2113F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.20,139$2.87M0.71%new13F-HRTimeline
BigSur Wealth Management LLC20,000$2.85M0.69%013F-HRTimeline
Modern Wealth Management, LLC19,785$2.82M0.03%+16813F-HRTimeline
Waverly Advisors, LLC19,346$2.75M0.02%+1,66813F-HRTimeline
HB Wealth Management, LLC19,226$2.74M0.02%-10413F-HRTimeline
EP Wealth Advisors, LLC19,027$2.71M0.01%+42113F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp19,003$2.71M0.02%013F-HRTimelineGroup
Modera Wealth Management, LLC18,986$2.7M0.03%013F-HRTimeline
Arlington Financial Advisors, LLC18,936$2.7M0.34%-3413F-HRTimeline
Impact Investors, Inc18,603$2.65M1.94%-9,77213F-HRTimeline
Cornerstone Wealth Management, LLC18,416$2.62M0.11%-16813F-HRTimeline
Cresset Asset Management, LLC18,412$2.62M0.01%+35913F-HRTimeline
Snowden Capital Advisors LLC17,561$2.5M0.06%-74413F-HRTimeline
Topsail Wealth Management, LLC17,504$2.49M0.32%new13F-HRTimeline
SigFig Wealth Management, LLC17,526$2.47M0.07%-42013F-HRTimeline
Revolve Wealth Partners, LLC17,168$2.44M0.25%-64113F-HRTimeline
Farther Finance Advisors, LLC16,669$2.37M0.02%+35513F-HRTimeline
Davis Wealth Advisors, LLC16,481$2.35M1.82%+1,00713F-HRTimeline
Allodium Investment Consultants, LLC16,456$2.34M1%-2,07513F-HRTimeline
NewEdge Wealth, LLC16,432$2.34M0.02%+113F-HRTimeline
Bangor Savings Bank16,243$2.31M0.17%-95713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,050$2.29M0.02%+1,72413F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,928$2.27M0.18%-10013F-HRTimelineGroup
Colter Lewis Investment Partners LLC15,515$2.21M0.98%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.15,041$2.14M<0.01%+69813F-HRTimelineGroup
VICUS CAPITAL14,977$2.13M0.14%-1,28713F-HRTimeline
CX Institutional14,921$2.12M0.06%-1,07013F-HRTimeline
Tempus Wealth Planning, LLC14,726$2.1M0.41%-10413F-HRTimeline
Investors Research Corp14,694$2.09M0.37%-56613F-HRTimeline
PFG Advisors14,270$2.03M0.1%+39313F-HRTimeline
Sequoia Financial Advisors, LLC14,238$2.03M0.01%+3,13413F-HRTimeline
HRT FINANCIAL LP14,027$2M<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,893$1.98M<0.01%-47,85813F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management13,849$1.97M0.06%-48013F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.13,785$1.96M0.16%013F-HRTimeline
Financial Insights, Inc.13,724$1.95M0.51%-42713F-HRTimeline
1015 Capital Partners, LLC13,580$1.93M1.62%-80013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,575$1.93M0.02%+1,30513F-HRTimelineGroup
HighPoint Advisor Group LLC13,534$1.93M0.07%-1113F-HRTimeline
White Lighthouse Investment Management …13,257$1.89M0.24%+31513F-HRTimeline
Savvy Advisors, Inc.13,227$1.88M0.04%+3113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,494$1.86M+6,228Timeline
Continuum Advisory, LLC12,958$1.85M0.15%-10713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,909$1.84M0.02%+5,19113F-HRTimelineGroup
Baker Avenue Asset Management, LP12,865$1.83M0.03%-1,54713F-HRTimeline
Great Diamond Partners, LLC12,736$1.81M0.31%+2,48413F-HRTimeline
WHI TRUST Co LLC12,280$1.75M1.13%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,175$1.73M0.07%+90813F-HRTimeline
Clear Harbor Asset Management, LLC12,174$1.73M0.11%+113F-HRTimeline
SAGE FINANCIAL GROUP INC12,156$1.73M0.1%+413F-HRTimeline
Ashton Thomas Private Wealth, LLC12,149$1.73M0.04%+3,04213F-HRTimeline
SOA Wealth Advisors, LLC.12,062$1.72M0.29%+6213F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp12,029$1.71M0.2%-1,16313F-HRTimelineGroup
Bensler, LLC11,975$1.71M0.15%-7713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,694$1.67M0.02%-7013F-HRTimeline
Valmark Advisers, Inc.11,675$1.66M0.02%+35513F-HRTimeline
Boston Standard Wealth Management, LLC11,312$1.61M0.23%+2213F-HRTimeline
POTENTIA WEALTH11,294$1.61M0.66%-1,20813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,221$1.6M<0.01%-25613F-HRTimelineGroup
Sovran Advisors, LLC11,417$1.58M0.12%+46613F-HRTimeline
SAX WEALTH ADVISORS, LLC12,961$1.57M0.06%-71713F-HRTimeline
Focus Financial Network, Inc.10,974$1.56M0.05%+1,08613F-HRTimeline
WHITTIER TRUST CO10,892$1.55M0.02%-13613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,872$1.54M0.03%+43013F-HRTimeline
Aptus Capital Advisors, LLC10,764$1.53M0.01%-2,97813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,612$1.51M0.06%-68013F-HRTimeline
NorthRock Partners, LLC10,521$1.5M0.02%-91313F-HRTimeline
MGO ONE SEVEN LLC10,289$1.47M0.02%-40013F-HRTimeline
HILL ISLAND FINANCIAL LLC10,254$1.46M0.31%+2,01713F-HRTimeline