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Disclosery

DSI ISHARES TR

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SHS (fund)

540 managers (547 13F filers) reported a position in DSI shares at 2025-03-31, 24,855,064 shares in all. 28 filers opened a position and 42 filers sold out during the quarter.

Managers
540
13F filers
547
New
28
Added
182
Reduced
214
Sold out
42
Shares held by filers
24,855,064

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,370$1.04M<0.01%+21713F-HRTimelineGroup
Bensler, LLC10,146$1.04M0.13%-52413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,664$990K0.01%+2,24413F-HRTimeline
Long Run Wealth Advisors, LLC9,453$968K0.22%+14313F-HRTimeline
Sigma Planning Corp9,332$956K0.03%-5613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,329$955K<0.01%-49513F-HRTimelineGroup
Foundations Investment Advisors, LLC9,279$950K0.02%new13F-HRTimeline
World Investment Advisors9,170$939K0.02%+74013F-HRTimeline
Kathmere Capital Management, LLC9,111$933K0.08%-59113F-HRTimeline
Destination Wealth Management9,091$931K0.03%+26413F-HRTimeline
Consolidated Portfolio Review Corp9,027$924K0.15%+7513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,981$920K0.02%-813F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC8,886$910K0.05%-1,55013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,885$904K0.06%-2,35613F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC8,802$901K0.01%-20313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,792$900K0.08%+1813F-HR/ATimeline
Dynamic Advisor Solutions LLC8,728$894K0.03%013F-HRTimeline
ROMANO BROTHERS AND COMPANY8,682$889K0.11%+60213F-HRTimeline
D.A. DAVIDSON & CO.8,601$881K0.01%-48813F-HRTimeline
Valmark Advisers, Inc.8,537$874K0.01%-9513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,523$873K0.05%+29413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,496$870K0.02%-1,57013F-HRTimelineGroup
ROGCO, LP8,463$867K0.35%+83113F-HRTimeline
NorthRock Partners, LLC8,146$834K0.03%-1,03713F-HRTimeline
WEALTH ALLIANCE, LLC8,138$833K0.1%-18113F-HRTimeline
Acropolis Investment Management, LLC8,133$833K0.05%013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding8,209$825K-1,788Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,010$820K<0.01%-95013F-HRTimelineGroup
First Pacific Financial7,996$819K0.17%+113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,837$803K0.02%+56713F-HRTimeline
LongView Asset Management LLC7,786$797K0.68%-89813F-HRTimeline
MATHER GROUP, LLC.7,746$793K0.01%+4013F-HRTimeline
Maia Wealth LLC7,891$785K0.18%-59613F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/7,640$782K0.04%013F-HRTimeline
Harfst & Associates, Inc.7,494$767K0.18%-15013F-HRTimeline
Willow Creek Wealth Management Inc.7,353$753K0.07%013F-HRTimeline
VERITY Wealth Advisors7,299$747K0.55%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,289$746K0.02%+1013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,278$745K0.05%013F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC7,236$741K0.4%+33913F-HRTimeline
Keystone Financial Services7,115$729K0.28%-12113F-HRTimeline
Halter Ferguson Financial Inc.7,069$724K0.4%-16813F-HRTimeline
BIP Wealth, LLC7,065$724K0.05%-4013F-HRTimeline
Zhang Financial LLC7,054$722K0.04%013F-HRTimeline
Principle Wealth Partners LLC7,047$722K0.05%013F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC6,750$691K0.02%013F-HRTimeline
Savvy Advisors, Inc.6,517$667K0.07%-22913F-HRTimeline
Atria Investments, Inc6,481$664K0.01%+18113F-HRTimeline
LifePlan Investment Advisors, Inc.6,419$657K0.38%+1,03713F-HRTimeline
Arax Advisory Partners6,400$655K0.04%+3,20013F-HRTimeline
Bigelow Investment Advisors, LLC6,368$652K0.31%-63013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,364$652K<0.01%-25,64613F-HRTimelineGroup
Ulland Investment Advisors, LLC6,260$641K0.54%-8,00013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,226$638K0.04%-63813F-HRTimelineGroup
Brooklyn FI, LLC6,168$632K0.19%013F-HRTimeline
Peak Financial Management, Inc.6,160$631K0.19%-8513F-HRTimeline
FINANCIAL COUNSELORS INC6,118$627K0.01%-1,60613F-HRTimeline
Geneos Wealth Management Inc.6,114$626K0.01%+4,55013F-HRTimeline
Kesler, Norman & Wride, LLC6,098$624K0.12%013F-HRTimeline
Golden State Wealth Management, LLC6,088$624K0.09%-70413F-HR/ATimeline
Rede Wealth, LLC6,074$622K0.22%-66013F-HRTimeline
Rollins Financial Advisors, LLC6,035$618K0.11%013F-HR/ATimeline
Meridian Wealth Management, LLC6,034$618K0.03%+15113F-HRTimeline
Fortis Capital Management LLC5,974$612K0.12%+1513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,872$601K0.12%+1,12813F-HRTimelineGroup
Frisch Financial Group, Inc.5,847$599K0.17%+1613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,763$590K0.01%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,757$590K0.12%013F-HRTimeline
Oregon Pacific Wealth Management, LLC5,749$589K0.59%+18813F-HRTimeline
THEORY FINANCIAL LLC5,654$579K0.24%+19413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,600$573K0.06%-1,80013F-HRTimeline
WealthShield Partners, LLC5,569$570K0.07%-70913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,562$570K0.02%-34,55113F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC5,543$568K0.06%+413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,510$564K0.01%-27613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,454$559K<0.01%-77313F-HRTimelineGroup
Perennial Investment Advisors, LLC5,444$558K0.06%-3213F-HRTimeline
Montecito Bank & Trust5,443$557K0.1%013F-HRTimeline
Prism Advisors, Inc.5,377$551K0.17%-73013F-HRTimeline
WNY Asset Management, LLC5,375$550K0.07%+113F-HRTimeline
Mesirow Financial Investment Management…5,365$550K0.01%+1213F-HRTimeline
Members Trust Co5,349$548K0.02%013F-HRTimeline
Finley Financial, LLC5,290$538K0.3%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,251$538K0.01%+43213F-HRTimeline
Copperleaf Capital, LLC5,227$535K0.32%-73013F-HRTimeline
Strategic Blueprint, LLC5,188$531K0.03%-21313F-HRTimeline
Western Wealth Management, LLC5,175$530K0.04%+61113F-HRTimeline
Bridgewater Advisors Inc.5,193$528K0.05%new13F-HRTimeline
KBC Group NVin group KBC Group NV5,142$527K<0.01%+62913F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/5,132$526K0.11%-513F-HRTimeline
AdvisorNet Financial, Inc5,102$523K0.04%+9213F-HRTimeline
Lifelong Wealth Advisors, Inc.5,092$521K0.24%+76713F-HRTimeline
Lindbrook Capital, LLC5,066$519K0.05%013F-HRTimeline
Quantinno Capital Management LP5,000$512K<0.01%new13F-HRTimeline
Fielder Capital Group LLC4,966$509K0.15%013F-HRTimeline
West Financial Advisors, LLC4,956$508K0.1%-4713F-HRTimeline
Johnson Bixby & Associates, LLC4,956$508K0.08%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,930$505K<0.01%+14813F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI4,926$505K0.03%013F-HRTimeline
Altus Wealth Group LLC4,895$501K0.23%-3613F-HRTimeline
Mission Creek Capital Partners, Inc.4,813$493K0.12%-81513F-HRTimeline
Venturi Wealth Management, LLC4,805$492K0.03%-43013F-HRTimeline
Callan Capital, LLC4,798$491K0.04%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,771$489K0.04%-5013F-HRTimelineGroup
Magnus Financial Group LLC4,770$488K0.05%+3913F-HRTimeline
Bremer Bank National Association4,747$486K0.09%-77413F-HRTimeline
Ellevest, Inc.4,713$483K0.03%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,646$476K0.02%+1,27213F-HRTimelineGroup
Arkadios Wealth Advisors4,608$472K0.02%-30313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC4,583$469K0.03%-2513F-HRTimeline
Walkner Condon Financial Advisors LLC4,566$468K0.09%-21413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,550$466K<0.01%013F-HRTimelineGroup
LWM ADVISORS INC4,425$465K0.48%013F-HRTimeline
EQ LLC4,516$462K0.22%+48213F-HRTimeline
Joel Isaacson & Co., LLC4,464$457K0.02%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,372$448K0.03%013F-HRTimeline
CoreCap Advisors, LLC4,371$448K0.02%-27013F-HRTimeline
Buttonwood Financial Group, LLC4,602$446K0.26%+15213F-HRTimeline
Mayflower Financial Advisors, LLC4,238$434K0.07%013F-HRTimeline
Compound Planning, Inc.4,219$432K0.02%+613F-HRTimeline
Crestwood Advisors Group, LLC4,216$432K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC4,207$431K0.01%-59413F-HRTimeline
Hoxton Planning & Management, LLC4,205$431K0.16%+1,86313F-HRTimeline
HM PAYSON & CO4,200$430K0.01%013F-HRTimeline
MBE Wealth Management, LLC4,181$428K0.2%new13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,177$428K0.04%013F-HRTimeline
GSA CAPITAL PARTNERS LLP4,092$419K0.04%+2,13613F-HRTimeline
JSF Financial, LLC4,086$418K0.11%-7313F-HRTimeline
WEALTHGARDEN F.S. LLC4,083$418K0.4%+27013F-HRTimeline
Allen Capital Group, LLC4,081$418K0.05%-2713F-HRTimeline
Addison Advisors LLC4,073$417K0.11%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,037$413K0.01%-413F-HRTimeline
Patriot Financial Group Insurance Agenc…3,984$408K0.05%-28713F-HRTimeline
KFA Private Wealth Group, LLC3,973$407K0.14%+513F-HRTimeline
Tennessee Valley Asset Management Partn…3,960$406K0.07%+42213F-HRTimeline
Coordinated Financial Services, Inc./CO3,956$405K0.31%13F-HRTimeline
SK Wealth Management, LLC4,261$402K0.22%+1013F-HRTimeline
MYECFO, LLC3,900$399K0.21%+9013F-HRTimeline
Sovereign Financial Group, Inc.3,880$397K0.09%+7613F-HRTimeline
Rossmore Private Capital3,867$396K0.05%013F-HRTimeline
West Wealth Group, LLC3,781$389K0.12%-1,27113F-HRTimeline
LANDAAS & CO /WI /ADV3,782$387K0.11%+813F-HRTimeline
Argent Trust Co3,767$386K0.02%013F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC3,754$384K0.01%013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.3,725$381K0.01%-15213F-HRTimelineGroup
TrinityBridge Ltd3,715$380K0.01%013F-HRTimeline
TRUST CO OF VERMONT3,710$380K0.02%013F-HRTimeline
Rockingstone Advisors LLC3,696$379K0.17%-93013F-HRTimeline
Per Stirling Capital Management, LLC.3,689$378K0.05%-7913F-HRTimeline
Spectrum Planning & Advisory Services I…3,684$377K0.31%+42313F-HRTimeline
WESBANCO BANK INC3,674$376K0.01%-5313F-HRTimeline
Wealth Architects, LLC3,662$375K0.04%013F-HR/ATimeline
Hilltop Partners LLC3,644$373K0.13%-52013F-HRTimeline
W.H. Cornerstone Investments Inc.3,582$367K0.25%+313F-HRTimeline
Capital Advantage, Inc.3,321$366K0.07%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,515$360K0.02%new13F-HR/ATimelineGroup
Essential Planning, LLC.3,509$359K0.14%-230,09213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,500$358K<0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,441$353K0.01%+53513F-HRTimelineGroup
Heck Capital Advisors, LLC3,427$351K0.04%-4,62113F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,421$350K0.01%+8613F-HRTimeline
Parkside Advisors LLC3,361$344K0.08%+113F-HRTimeline
Birch Hill Investment Advisors LLC3,358$344K0.02%+34413F-HRTimeline
Blume Capital Management, Inc.3,350$343K0.08%-15013F-HRTimeline
TruNorth Capital Management, LLC3,349$343K0.09%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,346$343K0.03%-913F-HR/ATimeline
WBH ADVISORY INC3,319$340K0.03%+21313F-HRTimeline
My Legacy Advisors, LLC3,313$339K0.13%+6613F-HRTimeline
Buffington Mohr McNeal3,293$337K0.07%-45013F-HRTimeline
Arete Wealth Advisors, LLC3,289$337K0.03%-29213F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC3,268$335K0.19%013F-HRTimeline
Trivium Point Advisory, LLC3,267$335K0.04%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,236$331K0.01%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,233$331K0.01%013F-HRTimelineGroup
BEACON FINANCIAL GROUP3,211$329K0.04%+213F-HRTimeline
YANKCOM Partnership3,203$328K0.18%-1,78013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…3,292$328K0.07%+2213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,176$325K0.01%+23713F-HRTimelineGroup
Oxler Private Wealth LLC3,173$325K0.11%+813F-HRTimeline
Sage Financial Management Group, Inc.3,160$324K0.12%-99013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC3,133$321K0.06%013F-HRTimeline
Gen-Wealth Partners Inc3,059$313K0.13%-12013F-HRTimeline
Goldstein Advisors, LLC3,055$313K0.05%+3313F-HRTimeline
Milestone Investment Advisors LLC3,055$313K0.09%-213F-HRTimeline
Centurion Wealth Management LLC2,828$312K0.1%013F-HRTimeline
GenTrust, LLC3,037$311K0.01%013F-HRTimeline
Freedom Investment Management, Inc.3,028$310K0.03%+1,18613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,001$307K0.01%+57213F-HRTimelineGroup
Sterling Investment Advisors, Ltd.3,000$307K0.07%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,000$307K0.08%013F-HRTimeline
Bison Wealth, LLC2,944$301K0.03%-32813F-HRTimeline
Bradley & Co. Private Wealth Management…2,881$295K0.2%-2813F-HRTimeline
JB Capital LLC2,841$291K0.02%-4913F-HRTimeline
WRAPMANAGER INC2,838$291K0.08%new13F-HRTimeline
Sage Capital Management, LLC2,835$290K0.16%013F-HRTimeline
WEDBUSH SECURITIES INC2,808$288K0.01%+6513F-HRTimeline
Wilson & Boucher Capital Management, LLC2,800$287K0.21%013F-HRTimeline
Trilogy Capital Inc.2,782$285K0.01%+82813F-HRTimeline
Arbor Investment Advisors, LLC2,774$284K0.04%+113F-HRTimeline
Colorado Capital Management, Inc.2,707$277K0.13%new13F-HRTimeline