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Disclosery

DSI ISHARES TR

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SHS (fund)

624 managers (638 13F filers) reported a position in DSI shares at 2026-06-30, 24,834,461 shares in all. 58 filers opened a position and 19 filers sold out during the quarter.

Managers
624
13F filers
638
New
58
Added
191
Reduced
235
Sold out
19
Shares held by filers
24,834,461

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
OpenArc Corporate Advisory, LLC10,100$1.44M0.02%-613F-HRTimeline
Decker Retirement Planning Inc.9,910$1.41M0.48%+1,12813F-HRTimeline
RFG Advisory, LLC9,868$1.41M0.02%-33413F-HRTimeline
Main Street Group, LTD9,634$1.37M0.32%-8013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,364$1.33M0.02%+1913F-HRTimeline
CHILTON INVESTMENT CO INC.9,194$1.31M0.03%-813F-HRTimeline
D.A. DAVIDSON & CO.9,072$1.29M0.01%-2013F-HRTimeline
Bond & Devick Financial Network, Inc.8,945$1.27M0.31%+213F-HRTimeline
Regal Investment Advisors LLC8,928$1.27M0.07%-23613F-HRTimeline
Wealth Management Partners, LLC8,798$1.25M0.29%-20613F-HRTimeline
Dynamic Advisor Solutions LLC8,668$1.23M0.04%-7013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,491$1.21M<0.01%+95013F-HRTimelineGroup
MA Private Wealth8,424$1.2M0.18%-2,42513F-HRTimeline
ROMANO BROTHERS AND COMPANY8,235$1.17M0.12%-7513F-HRTimeline
MATHER GROUP, LLC.8,177$1.16M0.01%-4113F-HRTimeline
Clean Yield Group8,000$1.14M0.28%new13F-HRTimeline
TIAAgroup of 4 filers holding7,959$1.13M+4,195Timeline
TRED AVON FAMILY WEALTH, LLC7,874$1.12M0.34%-7513F-HRTimeline
HARBOUR INVESTMENTS, INC.7,794$1.11M0.01%+3713F-HRTimeline
Western Wealth Management, LLC7,665$1.09M0.04%+1,39213F-HRTimeline
Acropolis Investment Management, LLC7,528$1.07M0.04%-26513F-HR/ATimeline
Bluespring Wealth Management, LLC7,500$1.07M0.02%new13F-HRTimeline
World Investment Advisors8,678$1.06M0.02%-413F-HRTimeline
Harfst & Associates, Inc.7,395$1.05M0.16%013F-HRTimeline
Allred Capital Management, LLC7,372$1.05M0.34%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,359$1.05M<0.01%-11913F-HRTimelineGroup
Acumen Wealth Advisors, LLC7,232$1.03M0.22%013F-HRTimeline
Gateway Wealth Partners, LLC7,228$1.03M0.06%-7,23413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,206$1.03M0.01%+29113F-HR/ATimeline
FIRST HORIZON CORP7,116$1.01M0.04%-24613F-HRTimeline
One Capital Management, LLC8,320$1.01M0.03%013F-HRTimeline
BIP Wealth, LLC7,065$1.01M0.03%+4,30013F-HRTimeline
AlphaCore Capital LLC7,059$1.01M0.02%-1213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,098$1M0.01%+2,56913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,970$993K0.01%+21513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,908$984K<0.01%-50013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,887$981K<0.01%+58513F-HRTimelineGroup
Principle Wealth Partners LLC6,887$981K0.05%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,885$980K0.04%-5313F-HRTimelineGroup
Advisory Solutions Group, LLC6,827$972K0.33%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,778$965K<0.01%+6,70313F-HRTimelineGroup
Wealth Advisory Team LLC6,645$946K0.77%13F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …6,613$942K0.32%13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC6,569$935K0.27%+43513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT6,564$935K0.05%-12913F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/6,520$928K0.15%-99013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA6,511$927K0.17%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,502$926K0.01%+3,53813F-HRTimeline
Destination Wealth Management6,489$924K0.02%+66713F-HRTimeline
WEALTH ALLIANCE, LLC6,482$923K0.08%-21013F-HRTimeline
Halter Ferguson Financial Inc.6,469$921K0.15%013F-HRTimeline
Keystone Financial Services6,355$905K0.23%+40513F-HRTimeline
VERITY Wealth Advisors6,355$905K0.55%013F-HRTimeline
Lifelong Wealth Advisors, Inc.6,222$886K0.21%+12113F-HRTimeline
Atria Investments, Inc6,220$886K0.01%-1,29813F-HRTimeline
Peak Financial Management, Inc.6,191$882K0.2%+613F-HRTimeline
Rollins Financial Advisors, LLC6,185$881K0.12%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,156$876K0.03%+82613F-HRTimelineGroup
Arax Advisory Partners6,119$871K0.01%+2,91913F-HRTimeline
ZENITH SOLUTIONS, INC.6,096$868K0.79%13F-HRTimeline
Kesler, Norman & Wride, LLC6,086$867K0.14%013F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC6,075$865K0.02%013F-HRTimeline
First Pacific Financial6,059$863K0.1%-813F-HRTimeline
Fortis Capital Management LLC6,046$861K0.1%+1213F-HRTimeline
Dorsey & Whitney Trust CO LLC6,027$858K0.04%-1,70813F-HRTimeline
Golden State Wealth Management, LLC6,000$854K0.08%-21313F-HRTimeline
Birchwood Financial Partners, Inc.5,977$851K0.7%+88413F-HRTimeline
Meridian Wealth Management, LLC5,932$845K0.03%-20413F-HRTimeline
Frisch Financial Group, Inc.5,917$843K0.14%+1213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…5,840$832K0.07%13F-HRTimelineGroup
Wealth Analytics Partners, LLC5,763$820K0.3%-2713F-HRTimeline
Prism Advisors, Inc.5,749$819K0.2%-15313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,698$811K0.01%-19013F-HRTimeline
Harbor Asset Planning, Inc.5,686$810K0.61%+1113F-HRTimeline
Midwest Trust Co5,651$805K0.01%-56313F-HRTimeline
Ledyard National Bank5,584$795K0.06%013F-HRTimeline
Elyxium Wealth, LLC5,568$793K0.08%-68913F-HRTimeline
LifePlan Investment Advisors, Inc.5,535$788K0.27%-49013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,500$783K<0.01%new13F-HRTimeline
Cadia Private Client LLC5,445$775K0.56%+1013F-HRTimeline
Members Trust Co5,349$762K0.02%013F-HRTimeline
RCS Financial Planning, LLC5,324$758K0.36%-27413F-HRTimeline
Brooklyn FI, LLC5,390$757K0.14%013F-HRTimeline
Marathon Wealth Advisors LLC5,307$756K0.26%+513F-HRTimeline
Perennial Investment Advisors, LLC5,301$755K0.05%+47913F-HRTimeline
Rede Wealth, LLC5,273$751K0.25%-50813F-HRTimeline
Compound Planning, Inc.5,262$749K0.02%-1713F-HRTimeline
Finley Financial, LLC5,260$749K0.3%-3013F-HRTimeline
Milestone Investment Advisors LLC5,237$746K0.16%+54313F-HRTimeline
Kathmere Capital Management, LLC5,236$746K0.04%013F-HRTimeline
BURNS J W & CO INC/NY5,185$738K0.08%+3513F-HRTimeline
S.A. Mason LLC5,153$734K0.23%+413F-HRTimeline
Montecito Bank & Trust5,098$726K0.11%-50013F-HRTimeline
Navigation Group, LLC5,088$725K0.14%-113F-HRTimeline
WNY Asset Management, LLC5,067$721K0.06%-30013F-HRTimeline
Mesirow Financial Investment Management…5,038$717K0.01%-1013F-HRTimeline
Sigma Planning Corp5,017$714K0.02%-1,46613F-HRTimeline
Godfrey Financial Associates, Inc.4,951$705K0.54%-413F-HRTimeline
CoreCap Advisors, LLC4,945$704K0.02%+213F-HRTimeline
Hoxton Planning & Management, LLC4,848$690K0.18%+79313F-HRTimeline
Altus Wealth Group LLC4,824$687K0.25%+13913F-HRTimeline
THEORY FINANCIAL LLC4,823$687K0.22%-34813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,809$685K0.05%+313F-HRTimeline
Hilltop Partners LLC4,780$681K0.17%+46113F-HRTimeline
OARSMAN CAPITAL, INC.4,730$674K0.07%-1,19113F-HRTimeline
Bridgewater Advisors Inc.4,669$673K0.04%+13413F-HRTimeline
EQ LLC4,617$657K0.16%-37413F-HRTimeline
Bigelow Investment Advisors, LLC4,614$657K0.24%-1213F-HRTimeline
Geneos Wealth Management Inc.4,572$651K0.01%013F-HRTimeline
AdvisorNet Financial, Inc4,566$650K0.03%+1,48613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,550$648K<0.01%013F-HRTimelineGroup
Johnson Bixby & Associates, LLC4,478$638K0.07%-2013F-HRTimeline
Evergreen Wealth Partners LLC4,465$636K0.38%+18613F-HRTimeline
Joel Isaacson & Co., LLC4,464$636K0.02%013F-HRTimeline
West Financial Advisors, LLC4,463$635K0.1%-7613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,443$633K0.01%new13F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…4,430$631K0.06%-17313F-HRTimeline
SK Wealth Management, LLC4,289$631K0.14%+813F-HRTimeline
Magnus Financial Group LLC4,399$626K0.04%-16513F-HRTimeline
OneDigital Investment Advisors LLC4,392$625K0.01%+14013F-HRTimeline
MAI Capital Management4,386$625K<0.01%+2,00913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,372$623K0.04%013F-HRTimeline
LWM ADVISORS INC4,352$620K0.46%013F-HRTimeline
MainStreet Investment Advisors LLC4,339$618K0.08%+39713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,327$616K0.03%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,298$612K0.02%new13F-HRTimelineGroup
Venturi Wealth Management, LLC4,276$609K0.02%+6413F-HRTimeline
Cornerstone Planning Group LLC4,324$608K0.08%+20413F-HRTimeline
HM PAYSON & CO4,200$598K0.01%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding4,151$591K+17Timeline
WESBANCO BANK INC4,117$586K0.01%-8413F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding4,113$586K-111Timeline
Capital Analysts, LLCin group Capital Analysts, LLC4,101$584K0.01%+78813F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB4,052$577K0.01%+11013F-HRTimeline
RWA WEALTH PARTNERS, LLC3,995$569K0.01%-80013F-HRTimeline
Rockingstone Advisors LLC3,991$568K0.23%013F-HRTimeline
Mayflower Financial Advisors, LLC3,955$563K0.05%+6713F-HRTimeline
KFA Private Wealth Group, LLC3,929$560K0.13%+53513F-HRTimeline
Crestwood Advisors Group, LLC3,928$559K0.01%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC3,905$556K0.04%+813F-HRTimeline
Ulland Investment Advisors, LLC3,875$552K0.41%-1,62513F-HRTimeline
Rossmore Private Capital3,868$551K0.04%013F-HRTimeline
Mission Creek Capital Partners, Inc.3,858$549K0.1%+6013F-HRTimeline
TRUST CO OF VERMONT3,801$541K0.02%13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,800$541K0.05%013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding3,780$538K+1,690Timeline
VERUS CAPITAL PARTNERS, LLC3,751$534K0.03%+413F-HRTimeline
Onyx Bridge Wealth Group LLC3,746$533K0.05%013F-HRTimeline
Argent Trust Co3,744$533K0.02%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,392$532K0.09%013F-HRTimeline
TrinityBridge Ltd3,715$529K0.01%013F-HRTimeline
LANDAAS & CO /WI /ADV3,689$525K0.1%+41613F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…3,668$522K0.01%new13F-HRTimelineGroup
Walkner Condon Financial Advisors LLC3,657$521K0.06%-3113F-HRTimeline
Tennessee Valley Asset Management Partn…3,591$511K0.06%+413F-HRTimeline
Oregon Pacific Wealth Management, LLC3,575$509K0.48%-19813F-HRTimeline
Envision Financial LLC3,567$508K0.23%-80313F-HRTimeline
West Wealth Group, LLC3,554$506K0.08%-21513F-HRTimeline
MYECFO, LLC3,500$498K0.19%013F-HRTimeline
AE Wealth Management LLC3,454$492K<0.01%+1,07213F-HRTimeline
Well Done, LLC3,454$492K0.07%-7313F-HRTimeline
W.H. Cornerstone Investments Inc.3,437$489K0.28%+3513F-HRTimeline
BEACON FINANCIAL GROUP3,392$483K0.04%-1613F-HRTimeline
Sovereign Financial Group, Inc.3,372$480K0.07%+34813F-HRTimeline
Heck Capital Advisors, LLC3,367$479K0.03%-9013F-HRTimeline
Traveka Wealth, LLC3,360$478K0.16%+43713F-HRTimeline
Essential Planning, LLC.3,360$478K0.14%+4313F-HRTimeline
Arkadios Wealth Advisors3,357$478K0.01%-28613F-HRTimeline
TruNorth Capital Management, LLC3,349$477K0.08%new13F-HRTimeline
Birch Hill Investment Advisors LLC3,299$470K0.02%013F-HRTimeline
Capital Asset Advisory Services LLC3,280$467K0.02%-8913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,280$467K0.01%new13F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC3,268$465K0.23%013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…3,261$464K0.07%-1513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,251$463K0.01%+38313F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC3,250$463K0.22%-45113F-HRTimeline
JNBA Financial Advisors3,244$462K0.03%-2013F-HRTimeline
Sage Financial Management Group, Inc.3,218$458K0.13%-10813F-HRTimeline
YANKCOM Partnership3,203$456K0.16%013F-HRTimeline
May Hill Capital, LLC3,197$455K0.1%013F-HRTimeline
Curi Capital, LLC3,165$451K0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC3,146$448K0.25%-7213F-HRTimeline
MBE Wealth Management, LLC3,135$446K0.16%-45713F-HRTimeline
MRA Advisory Group3,127$445K0.16%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,115$444K0.02%+8813F-HRTimeline
TrustBankin group TrustBank3,115$444K0.15%-23913F-HRTimelineGroup
Strategic Blueprint, LLC3,075$438K0.02%-16613F-HRTimeline
WBH ADVISORY INC3,052$435K0.03%+1413F-HRTimeline
GenTrust, LLC3,037$432K0.02%013F-HRTimeline
Blue Zone Wealth Advisors, LLC3,026$431K0.08%013F-HRTimeline
Sterling Investment Advisors, Ltd.3,000$427K0.07%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC2,956$421K0.11%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,933$418K0.02%-30013F-HRTimelineGroup
Cypress Wealth Services, LLC2,912$415K0.05%013F-HRTimeline
Erickson Financial Group, LLC2,910$414K0.22%-3113F-HRTimeline
Trilogy Capital Inc.2,899$413K0.02%-2513F-HRTimeline
Bradley & Co. Private Wealth Management…2,871$409K0.19%013F-HRTimeline
Maia Wealth LLC2,864$408K0.06%-6413F-HRTimeline
Bison Wealth, LLC2,852$406K0.04%+613F-HRTimeline
Gen-Wealth Partners Inc2,843$405K0.11%+26913F-HRTimeline