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Disclosery

DSI ISHARES TR

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SHS (fund)

560 managers (568 13F filers) reported a position in DSI shares at 2024-12-31, 27,038,954 shares in all. 29 filers opened a position and 25 filers sold out during the quarter.

Managers
560
13F filers
568
New
29
Added
158
Reduced
219
Sold out
25
Shares held by filers
27,038,954

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,880$1.09M<0.01%+3,98713F-HRTimelineGroup
RFG Advisory, LLC9,842$1.09M0.03%+3,80013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,842$1.09M<0.01%-1,14913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,824$1.08M<0.01%-48613F-HRTimelineGroup
POTENTIA WEALTH9,769$1.08M0.48%13F-HRTimeline
Maiden Cove Capital, LLC9,716$1.07M1%+3,99913F-HRTimeline
Kathmere Capital Management, LLC9,702$1.07M0.1%+2,83513F-HRTimeline
Sigma Planning Corp9,388$1.03M0.03%+1113F-HRTimeline
Main Street Group, LTD9,352$1.03M0.38%+1,44313F-HRTimeline
Farther Finance Advisors, LLC9,335$1.03M0.04%-1,98513F-HRTimeline
Long Run Wealth Advisors, LLC9,310$1.03M0.25%-55413F-HRTimeline
NorthRock Partners, LLC9,183$1.01M0.03%+11313F-HR/ATimeline
D.A. DAVIDSON & CO.9,089$1M0.01%-6913F-HRTimeline
RWA WEALTH PARTNERS, LLC9,005$993K0.01%+39313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,989$991K0.02%-73013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,960$988K<0.01%-14713F-HRTimelineGroup
Consolidated Portfolio Review Corp8,952$987K0.16%+70413F-HRTimeline
Destination Wealth Management8,827$973K0.03%-36213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,774$967K0.07%-90313F-HRTimeline
Dynamic Advisor Solutions LLC8,728$962K0.04%-1713F-HRTimeline
LongView Asset Management LLC8,684$957K0.83%13F-HRTimeline
Valmark Advisers, Inc.8,632$952K0.01%013F-HRTimeline
Maia Wealth LLC8,487$950K0.2%+15813F-HRTimeline
World Investment Advisors8,430$929K0.03%-31813F-HRTimeline
WEALTH ALLIANCE, LLC8,319$917K0.11%-1,68913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,229$907K0.05%+78813F-HRTimeline
Acropolis Investment Management, LLC8,133$897K0.05%-5313F-HRTimeline
ROMANO BROTHERS AND COMPANY8,080$891K0.11%-2013F-HRTimeline
Heck Capital Advisors, LLC8,048$887K0.1%-8513F-HR/ATimeline
First Pacific Financial7,995$881K0.21%+4,57713F-HRTimeline
FINANCIAL COUNSELORS INC7,724$852K0.01%-18213F-HRTimeline
MATHER GROUP, LLC.7,706$850K0.01%-5613F-HRTimeline
Harfst & Associates, Inc.7,644$843K0.18%-12513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/7,640$842K0.05%013F-HRTimeline
ROGCO, LP7,632$841K0.34%-8913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,420$818K0.01%+1,93113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,400$816K0.09%-2,71413F-HRTimeline
Willow Creek Wealth Management Inc.7,353$811K0.08%-513F-HRTimeline
VERITY Wealth Advisors7,299$805K0.58%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,279$802K0.02%+3313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,278$802K0.06%013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC7,270$801K0.02%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,267$801K<0.01%-10,68813F-HRTimelineGroup
Halter Ferguson Financial Inc.7,237$798K0.34%+2613F-HRTimeline
Keystone Financial Services7,236$798K0.31%+313F-HRTimeline
BIP Wealth, LLC7,105$783K0.05%013F-HRTimeline
Zhang Financial LLC7,054$778K0.04%013F-HRTimeline
Principle Wealth Partners LLC7,047$777K0.05%013F-HRTimeline
Bigelow Investment Advisors, LLC6,998$772K0.36%-1,03813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding6,935$765K-794Timeline
ONE WEALTH CAPITAL MANAGEMENT, LLC6,897$760K0.39%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,864$757K0.04%-54313F-HRTimelineGroup
Golden State Wealth Management, LLC6,792$749K0.11%13F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC6,750$744K0.02%013F-HRTimeline
Savvy Advisors, Inc.6,746$744K0.09%+3,33413F-HRTimeline
Rede Wealth, LLC6,734$742K0.28%-31113F-HRTimeline
Atria Investments, Inc6,300$695K0.01%-1,91313F-HRTimeline
WealthShield Partners, LLC6,278$692K0.1%-12613F-HRTimeline
Peak Financial Management, Inc.6,245$689K0.21%-2013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,227$687K<0.01%-313F-HRTimelineGroup
Brooklyn FI, LLC6,168$680K0.23%013F-HR/ATimeline
Prism Advisors, Inc.6,107$673K0.2%-38913F-HRTimeline
Kesler, Norman & Wride, LLC6,098$672K0.15%+313F-HRTimeline
Rollins Financial Advisors, LLC6,035$665K0.1%013F-HRTimeline
Fortis Capital Management LLC5,959$657K0.12%+1813F-HRTimeline
Copperleaf Capital, LLC5,957$657K0.42%-15913F-HRTimeline
Meridian Wealth Management, LLC5,883$649K0.03%-58513F-HRTimeline
Frisch Financial Group, Inc.5,831$643K0.19%+1713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,786$638K0.01%-37913F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC5,763$635K0.01%-17813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,757$635K0.13%013F-HRTimeline
Aurora Private Wealth, Inc.5,725$631K0.47%+1713F-HRTimeline
Mission Creek Capital Partners, Inc.5,628$621K0.14%-31813F-HRTimeline
Oregon Pacific Wealth Management, LLC5,561$613K0.6%13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC5,539$611K0.06%-6113F-HRTimeline
Bremer Bank National Association5,521$609K0.12%-9,83113F-HRTimeline
Aviso Financial Inc.5,497$607K0.03%+65013F-HRTimeline
Perennial Investment Advisors, LLC5,476$604K0.07%+77713F-HRTimeline
THEORY FINANCIAL LLC5,460$602K0.25%+2,88513F-HRTimeline
Montecito Bank & Trust5,443$600K0.1%013F-HRTimeline
Strategic Blueprint, LLC5,401$595K0.04%-2,20713F-HRTimeline
LifePlan Investment Advisors, Inc.5,382$593K0.37%+1,25313F-HRTimeline
WNY Asset Management, LLC5,374$593K0.07%+113F-HRTimeline
Finley Financial, LLC5,290$591K0.31%13F-HRTimeline
Mesirow Financial Investment Management…5,353$590K0.01%+1513F-HRTimeline
Venturi Wealth Management, LLC5,235$577K0.03%-3013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,137$566K0.12%+73513F-HRTimeline
Lindbrook Capital, LLC5,066$559K0.05%013F-HRTimeline
West Wealth Group, LLC5,052$557K0.17%-13513F-HRTimeline
AdvisorNet Financial, Inc5,010$552K0.05%-1,19013F-HRTimeline
West Financial Advisors, LLC5,003$552K0.11%+13113F-HRTimeline
Merit Financial Group, LLC4,987$550K0.01%+1,61213F-HRTimeline
YANKCOM Partnership4,983$549K0.29%13F-HRTimeline
Fielder Capital Group LLC4,966$548K0.17%013F-HRTimeline
Altus Wealth Group LLC4,931$544K0.24%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,926$543K0.03%+1513F-HRTimeline
Arkadios Wealth Advisors4,911$541K0.03%+8313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,821$532K0.04%-22313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO4,819$531K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC4,801$529K0.01%-55713F-HRTimeline
Callan Capital, LLC4,798$529K0.04%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,782$527K<0.01%-713F-HRTimelineGroup
Walkner Condon Financial Advisors LLC4,780$527K0.11%+26513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,744$523K0.1%-68513F-HRTimelineGroup
Magnus Financial Group LLC4,731$522K0.05%-4513F-HRTimeline
Ellevest, Inc.4,713$520K0.03%013F-HRTimeline
CoreCap Advisors, LLC4,641$512K0.02%-313F-HRTimeline
Buttonwood Financial Group, LLC4,450$512K0.28%-40713F-HRTimeline
Rockingstone Advisors LLC4,626$510K0.23%-10013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC4,608$508K0.03%013F-HRTimeline
Western Wealth Management, LLC4,564$503K0.03%-40313F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,550$502K<0.01%013F-HR/ATimelineGroup
KBC Group NVin group KBC Group NV4,513$498K<0.01%+1,31913F-HRTimelineGroup
Joel Isaacson & Co., LLC4,464$492K0.02%013F-HRTimeline
LWM ADVISORS INC4,425$488K0.49%13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,372$482K0.04%013F-HRTimeline
Lifelong Wealth Advisors, Inc.4,325$477K0.21%13F-HRTimeline
Patriot Financial Group Insurance Agenc…4,271$471K0.06%-7,89613F-HRTimeline
SK Wealth Management, LLC4,251$469K0.24%013F-HRTimeline
Mayflower Financial Advisors, LLC4,238$467K0.07%013F-HRTimeline
Crestwood Advisors Group, LLC4,216$465K0.01%013F-HRTimeline
Compound Planning, Inc.4,213$465K0.02%+46213F-HRTimeline
HM PAYSON & CO4,200$463K0.01%-72113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,177$461K0.04%013F-HRTimeline
Hilltop Partners LLC4,164$459K0.16%013F-HRTimeline
JSF Financial, LLC4,159$459K0.12%-7313F-HRTimeline
Sage Financial Management Group, Inc.4,150$458K0.17%+44713F-HRTimeline
Allen Capital Group, LLC4,108$453K0.06%-2,71513F-HRTimeline
Addison Advisors LLC4,073$449K0.12%-1,05713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,041$446K0.02%-21313F-HRTimeline
EQ LLC4,034$445K0.21%-27213F-HRTimeline
KFA Private Wealth Group, LLC3,968$437K0.18%+31813F-HRTimeline
Coordinated Financial Services, Inc.3,956$436K0.34%13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,877$427K0.01%-21613F-HRTimelineGroup
Rossmore Private Capital3,867$426K0.05%+58713F-HRTimeline
WEALTHGARDEN F.S. LLC3,813$420K0.39%-11913F-HRTimeline
MYECFO, LLC3,810$420K0.23%+65013F-HRTimeline
Sovereign Financial Group, Inc.3,804$419K0.1%+1,76413F-HRTimeline
LANDAAS & CO /WI /ADV3,774$416K0.12%+67413F-HRTimeline
Per Stirling Capital Management, LLC.3,768$415K0.06%-25913F-HRTimeline
Argent Trust Co3,767$415K0.02%-1813F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC3,754$414K0.01%013F-HRTimelineGroup
Buffington Mohr McNeal3,743$413K0.07%013F-HRTimeline
WESBANCO BANK INC3,727$411K0.01%-11513F-HRTimeline
TrinityBridge Ltd3,715$410K0.01%013F-HRTimeline
TRUST CO OF VERMONT3,710$409K0.02%-513F-HRTimeline
Wealth Architects, LLC3,662$404K0.05%013F-HRTimeline
SAX WEALTH ADVISORS, LLC3,637$401K0.03%+11513F-HRTimeline
Arete Wealth Advisors, LLC3,581$395K0.03%+16613F-HRTimeline
W.H. Cornerstone Investments Inc.3,579$395K0.26%+1113F-HRTimeline
Sound View Wealth Advisors Group, LLC3,541$390K0.03%+4113F-HRTimeline
Tennessee Valley Asset Management Partn…3,538$390K0.07%+8113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,500$386K<0.01%013F-HRTimeline
Blume Capital Management, Inc.3,500$386K0.09%-26313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,374$372K0.03%-69913F-HRTimelineGroup
Parkside Advisors LLC3,360$370K0.09%-8713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,355$370K0.04%+6413F-HR/ATimeline
TruNorth Capital Management, LLC3,349$369K0.1%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,335$368K0.01%-12213F-HRTimeline
Capital Advantage, Inc.3,321$366K0.07%new13F-HRTimeline
My Legacy Advisors, LLC3,247$363K0.14%-35013F-HRTimeline
Bison Wealth, LLC3,272$361K0.04%13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…3,270$360K0.08%-513F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC3,268$360K0.18%013F-HRTimeline
Trivium Point Advisory, LLC3,267$360K0.05%+113F-HRTimeline
Spectrum Planning & Advisory Services I…3,261$360K0.31%-62513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,233$356K0.01%013F-HRTimelineGroup
BEACON FINANCIAL GROUP3,209$354K0.04%-813F-HRTimeline
Arax Advisory Partners3,200$353K0.02%+2,46113F-HRTimeline
Gen-Wealth Partners Inc3,179$350K0.15%-73913F-HRTimeline
Oxler Private Wealth LLC3,165$349K0.11%+1013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC3,133$345K0.06%013F-HRTimeline
WBH ADVISORY INC3,106$342K0.03%-28813F-HRTimeline
Milestone Investment Advisors LLC3,057$337K0.09%-513F-HRTimeline
GenTrust, LLC3,037$335K0.01%013F-HRTimeline
Goldstein Advisors, LLC3,022$333K0.05%-7013F-HRTimeline
Birch Hill Investment Advisors LLC3,014$332K0.02%-14513F-HRTimeline
Sterling Investment Advisors, Ltd.3,000$331K0.08%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,000$331K0.09%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,939$324K0.01%+32413F-HRTimelineGroup
BURNS J W & CO INC/NY2,924$322K0.04%-12013F-HRTimeline
Bradley & Co. Private Wealth Management…2,909$321K0.2%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,906$321K0.01%+8413F-HRTimelineGroup
JB Capital LLC2,890$319K0.02%+54213F-HRTimeline
JNBA Financial Advisors2,843$313K0.03%+1313F-HRTimeline
Sage Capital Management, LLC2,835$313K0.16%013F-HRTimeline
AE Wealth Management LLC2,833$312K<0.01%-6113F-HRTimeline
Centurion Wealth Management LLC2,828$312K0.1%-43613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,828$312K0.03%-24813F-HRTimeline
Wilson & Boucher Capital Management, LLC2,800$309K0.22%013F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC2,796$308K0.05%+56113F-HRTimeline
Arbor Investment Advisors, LLC2,773$306K0.04%+213F-HRTimeline
WEDBUSH SECURITIES INC2,743$302K0.01%-56113F-HRTimeline
MRA Advisory Group2,678$295K0.16%+13713F-HRTimeline
PEOPLES BANK /OH2,611$288K0.17%-1,07413F-HRTimeline
Keel Point, LLC2,564$283K0.02%013F-HRTimeline
Smartleaf Asset Management LLC2,531$281K0.03%013F-HRTimeline
Braun-Bostich & Associates Inc.2,508$277K0.2%-13913F-HRTimeline
DDFG, Inc2,471$272K0.08%-18313F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH59,274$268K<0.01%+21,51913F-HRTimelineGroup