Skip to content
Disclosery

DSI ISHARES TR

Follow

SHS (fund)

556 managers (563 13F filers) reported a position in DSI shares at 2025-06-30, 24,232,975 shares in all. 40 filers opened a position and 23 filers sold out during the quarter.

Managers
556
13F filers
563
New
40
Added
160
Reduced
228
Sold out
23
Shares held by filers
24,232,975

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Bond & Devick Financial Network, Inc.10,150$1.18M0.39%-59813F-HRTimeline
Focus Financial Network, Inc.10,125$1.18M0.05%-2,01113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,091$1.17M<0.01%+76213F-HRTimelineGroup
Valmark Advisers, Inc.9,852$1.14M0.02%+1,31513F-HRTimeline
Wealth Advisory Team LLC9,724$1.13M1.06%13F-HRTimeline
Destination Wealth Management9,634$1.12M0.03%+54313F-HRTimeline
Sigma Planning Corp9,340$1.08M0.03%+813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,954$1.04M0.08%+16213F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding8,914$1.04M+705Timeline
World Investment Advisors8,843$1.03M0.02%-32713F-HRTimeline
Dynamic Advisor Solutions LLC8,828$1.03M0.03%+10013F-HRTimeline
Long Run Wealth Advisors, LLC8,801$1.02M0.21%-65213F-HRTimeline
Consolidated Portfolio Review Corp8,642$1M0.14%-38513F-HRTimeline
D.A. DAVIDSON & CO.8,598$999K0.01%-313F-HRTimeline
ROMANO BROTHERS AND COMPANY8,580$997K0.12%-10213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,497$987K0.02%+113F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC8,471$984K0.02%+63413F-HRTimeline
Decker Retirement Planning Inc.8,142$946K0.55%+8,11813F-HRTimeline
NorthRock Partners, LLC8,086$939K0.02%-6013F-HR/ATimeline
RWA WEALTH PARTNERS, LLC8,046$935K0.01%-75613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,031$933K<0.01%+2113F-HRTimelineGroup
Acropolis Investment Management, LLC8,018$931K0.05%-11513F-HRTimeline
Maia Wealth LLC7,896$917K0.17%+513F-HRTimeline
WEALTH ALLIANCE, LLC7,819$908K0.1%-31913F-HRTimeline
First Pacific Financial7,779$904K0.13%-21713F-HRTimeline
MATHER GROUP, LLC.7,771$903K0.01%+2513F-HRTimeline
Dorsey & Whitney Trust CO LLC7,735$898K0.05%-1,15113F-HRTimeline
ROGCO, LP7,723$897K0.34%-74013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/7,640$887K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,528$874K0.02%+23913F-HRTimeline
Harfst & Associates, Inc.7,395$859K0.18%-9913F-HRTimeline
Willow Creek Wealth Management Inc.7,361$855K0.08%+813F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC7,358$855K0.4%+12213F-HRTimeline
VERITY Wealth Advisors7,299$848K0.57%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,178$834K0.05%-10013F-HRTimelineGroup
Halter Ferguson Financial Inc.7,152$831K0.31%+8313F-HRTimeline
BIP Wealth, LLC7,065$821K0.05%013F-HRTimeline
HILL ISLAND FINANCIAL LLC6,969$810K0.23%-93,76513F-HRTimeline
LongView Asset Management LLC6,954$808K0.61%-83213F-HRTimeline
Principle Wealth Partners LLC6,887$800K0.05%-16013F-HRTimeline
Savvy Advisors, Inc.6,854$796K0.05%+33713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,637$771K0.01%-3,02713F-HRTimeline
Atria Investments, Inc6,625$770K0.01%+14413F-HRTimeline
Keystone Financial Services6,523$758K0.26%-59213F-HRTimeline
SVB WEALTH LLC6,487$754K0.04%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC6,477$752K0.03%new13F-HRTimeline
Midwest Trust Co6,445$749K0.01%13F-HRTimeline
Kathmere Capital Management, LLC6,310$733K0.06%-2,80113F-HRTimeline
LifePlan Investment Advisors, Inc.6,260$727K0.36%-15913F-HRTimeline
Bigelow Investment Advisors, LLC6,174$717K0.32%-19413F-HRTimeline
Brooklyn FI, LLC6,168$716K0.18%013F-HRTimeline
Peak Financial Management, Inc.6,130$712K0.2%-3013F-HRTimeline
THEORY FINANCIAL LLC5,913$708K0.27%+25913F-HRTimeline
Kesler, Norman & Wride, LLC6,098$708K0.13%013F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC6,075$706K0.01%-67513F-HRTimeline
Rede Wealth, LLC6,074$706K0.25%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,067$705K0.01%+55713F-HRTimelineGroup
Meridian Wealth Management, LLC6,036$701K0.03%+213F-HRTimeline
Rollins Financial Advisors, LLC6,035$701K0.11%013F-HRTimeline
Golden State Wealth Management, LLC6,014$699K0.09%-7413F-HRTimeline
Ulland Investment Advisors, LLC6,010$698K0.53%-25013F-HRTimeline
Fortis Capital Management LLC5,988$696K0.11%+1413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,986$695K0.03%-24013F-HRTimelineGroup
Harbor Asset Planning, Inc.5,979$694K0.66%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,904$686K<0.01%new13F-HRTimelineGroup
Frisch Financial Group, Inc.5,860$681K0.17%+1313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,763$669K0.01%013F-HRTimeline
Oregon Pacific Wealth Management, LLC5,717$664K0.63%-3213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,657$657K<0.01%-70713F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC5,600$650K0.07%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,296$643K0.02%-3,58913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,530$642K<0.01%+7613F-HRTimelineGroup
AlphaCore Capital LLC5,470$635K0.02%+3,12013F-HRTimeline
WealthShield Partners, LLC5,424$630K0.08%-14513F-HRTimeline
Perennial Investment Advisors, LLC5,390$626K0.06%-5413F-HRTimeline
WNY Asset Management, LLC5,376$625K0.07%+113F-HRTimeline
Members Trust Co5,349$621K0.02%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,314$617K0.01%+2,07813F-HRTimeline
Finley Financial, LLC5,290$614K0.31%013F-HRTimeline
Western Wealth Management, LLC5,261$611K0.04%+8613F-HRTimeline
Copperleaf Capital, LLC5,224$607K0.31%-313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,182$602K0.12%+5013F-HRTimeline
KBC Group NVin group KBC Group NV5,142$597K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc5,136$597K0.04%+3413F-HRTimeline
Mesirow Financial Investment Management…5,112$594K0.01%-25313F-HRTimeline
Lifelong Wealth Advisors, Inc.5,102$593K0.2%+1013F-HRTimeline
Quantinno Capital Management LP5,000$581K<0.01%013F-HRTimeline
West Financial Advisors, LLC4,971$577K0.1%+1513F-HRTimeline
Sovran Advisors, LLC4,894$571K0.06%+2,16613F-HRTimeline
Altus Wealth Group LLC4,895$569K0.25%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,876$566K0.05%-66713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,826$561K0.03%-10013F-HRTimeline
Johnson Bixby & Associates, LLC4,811$559K0.08%-14513F-HRTimeline
Magnus Financial Group LLC4,805$558K0.05%+3513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,771$554K0.04%013F-HRTimelineGroup
Ellevest, Inc.4,713$547K0.09%013F-HRTimeline
Bridgewater Advisors Inc.4,524$546K0.04%-66913F-HRTimeline
Arkadios Wealth Advisors4,675$543K0.02%+6713F-HRTimeline
S.A. Mason LLC4,651$540K0.26%new13F-HRTimeline
EQ LLC4,616$536K0.21%+10013F-HRTimeline
Venturi Wealth Management, LLC4,585$533K0.03%-22013F-HRTimeline
Geneos Wealth Management Inc.4,579$532K0.01%-1,53513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,551$529K0.01%-70013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,550$529K<0.01%013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,530$526K<0.01%-40013F-HRTimelineGroup
Hilltop Partners LLC4,485$521K0.16%+84113F-HRTimeline
OLD NATIONAL BANCORP /IN/4,476$520K0.01%new13F-HRTimeline
CoreCap Advisors, LLC4,473$520K0.02%+10213F-HRTimeline
Joel Isaacson & Co., LLC4,464$519K0.02%013F-HRTimeline
LWM ADVISORS INC4,425$514K0.49%013F-HRTimeline
Buttonwood Financial Group, LLC4,395$513K0.26%-20713F-HRTimeline
Walkner Condon Financial Advisors LLC4,403$511K0.09%-16313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,392$510K0.09%-1,36513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,372$508K0.04%013F-HRTimeline
Mission Creek Capital Partners, Inc.4,353$506K0.11%-46013F-HRTimeline
SK Wealth Management, LLC4,270$501K0.22%+913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,311$501K0.02%-33513F-HRTimelineGroup
Prism Advisors, Inc.4,274$496K0.14%-1,10313F-HRTimeline
Mayflower Financial Advisors, LLC4,238$492K0.07%013F-HRTimeline
Compound Planning, Inc.4,219$490K0.02%013F-HRTimeline
Crestwood Advisors Group, LLC4,216$490K0.01%013F-HRTimeline
HM PAYSON & CO4,200$488K0.01%013F-HRTimeline
MBE Wealth Management, LLC4,197$488K0.21%+1613F-HRTimeline
Argent Trust Co4,179$485K0.02%+41213F-HRTimeline
Strategic Blueprint, LLC4,129$480K0.02%-1,05913F-HRTimeline
Addison Advisors LLC4,073$473K0.12%013F-HRTimeline
WEALTHGARDEN F.S. LLC3,892$466K0.39%-19113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,973$462K0.03%-61013F-HRTimeline
Coordinated Financial Services, Inc.3,956$460K0.32%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,904$453K0.01%+90313F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC3,887$452K0.04%-29013F-HRTimeline
West Wealth Group, LLC3,756$450K0.11%-2513F-HRTimeline
Rossmore Private Capital3,867$449K0.05%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP3,821$444K<0.01%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…3,813$443K0.05%-17113F-HRTimeline
Birch Hill Investment Advisors LLC3,798$441K0.02%+44013F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC3,754$436K<0.01%013F-HRTimelineGroup
TrinityBridge Ltd3,715$431K0.01%013F-HRTimeline
TRUST CO OF VERMONT3,710$431K0.02%013F-HRTimeline
Rockingstone Advisors LLC3,696$429K0.23%013F-HRTimeline
Heck Capital Advisors, LLC3,683$428K0.04%+25613F-HRTimeline
Wealth Architects, LLC3,662$425K0.04%013F-HRTimeline
Per Stirling Capital Management, LLC.3,633$422K0.06%-5613F-HRTimeline
KFA Private Wealth Group, LLC3,629$422K0.13%-34413F-HRTimeline
W.H. Cornerstone Investments Inc.3,612$420K0.27%+3013F-HRTimeline
WESBANCO BANK INC3,599$418K0.01%-7513F-HRTimeline
OneDigital Investment Advisors LLC3,577$416K<0.01%-63013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,549$412K0.01%-48813F-HRTimeline
Essential Planning, LLC.3,536$411K0.15%+2713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC3,500$407K<0.01%+1,20013F-HRTimeline
Spectrum Planning & Advisory Services I…3,473$403K0.26%-21113F-HRTimeline
Fielder Capital Group LLC3,365$391K0.1%-1,60113F-HRTimeline
Parkside Advisors LLC3,361$390K0.09%013F-HRTimeline
Hoxton Planning & Management, LLC3,361$390K0.13%-84413F-HRTimeline
WBH ADVISORY INC3,359$390K0.03%+4013F-HRTimeline
HALL LAURIE J TRUSTEE3,350$389K0.13%new13F-HRTimeline
Blume Capital Management, Inc.3,350$389K0.08%013F-HRTimeline
TruNorth Capital Management, LLC3,349$389K0.09%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,324$386K0.03%-2213F-HR/ATimeline
Arete Wealth Advisors, LLC3,304$384K0.03%+1513F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,298$383K0.01%-12313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…3,292$382K0.08%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,280$381K0.01%+10413F-HRTimelineGroup
HILLTOP WEALTH ADVISORS, LLC3,268$380K0.21%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,233$376K0.01%013F-HRTimelineGroup
YANKCOM Partnership3,203$372K0.18%013F-HRTimeline
Arax Advisory Partners3,200$372K0.02%-3,20013F-HRTimeline
BEACON FINANCIAL GROUP3,188$370K0.04%-2313F-HRTimeline
Oxler Private Wealth LLC3,180$369K0.12%+713F-HRTimeline
Sovereign Financial Group, Inc.3,154$366K0.08%-72613F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC3,133$364K0.06%013F-HRTimeline
LANDAAS & CO /WI /ADV3,125$363K0.09%-65713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,072$357K0.01%+95113F-HRTimeline
Capital Asset Advisory Services LLC3,072$356K0.02%+95113F-HRTimeline
Freedom Investment Management, Inc.3,058$355K0.03%+3013F-HRTimeline
Goldstein Advisors, LLC3,052$355K0.05%-313F-HRTimeline
Milestone Investment Advisors LLC3,051$354K0.09%-413F-HRTimeline
Trilogy Capital Inc.3,044$354K0.02%+26213F-HRTimeline
GenTrust, LLC3,037$353K0.02%013F-HRTimeline
Sage Financial Management Group, Inc.3,029$352K0.12%-13113F-HRTimeline
Blue Zone Wealth Advisors, LLC3,026$352K0.09%new13F-HRTimeline
Sterling Investment Advisors, Ltd.3,000$348K0.08%013F-HRTimeline
Bison Wealth, LLC2,976$346K0.03%+3213F-HRTimeline
Gen-Wealth Partners Inc2,956$343K0.13%-10313F-HRTimeline
JB Capital LLC2,933$341K0.02%+9213F-HRTimeline
BURNS J W & CO INC/NY2,900$337K0.04%+77613F-HRTimeline
Bradley & Co. Private Wealth Management…2,881$335K0.2%013F-HRTimeline
MRA Advisory Group2,874$334K0.16%+39613F-HRTimeline
FSA WEALTH PARTNERS, INC.2,872$334K0.16%new13F-HRTimeline
HRT FINANCIAL LP2,853$331K<0.01%+42513F-HRTimeline
Sage Capital Management, LLC2,835$329K0.16%013F-HRTimeline
Wilson & Boucher Capital Management, LLC2,800$325K0.23%013F-HRTimeline
Arbor Investment Advisors, LLC2,776$322K0.04%+213F-HRTimeline
Trivium Point Advisory, LLC2,771$322K0.03%-49613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,758$320K0.01%-68313F-HRTimelineGroup
My Legacy Advisors, LLC2,698$318K0.11%-61513F-HRTimeline
Centurion Wealth Management LLC2,735$318K0.09%-9313F-HRTimeline
Colorado Capital Management, Inc.2,707$314K0.13%013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,694$313K0.02%013F-HRTimeline
JNBA Financial Advisors2,666$310K0.03%-713F-HRTimeline