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Disclosery

DSI ISHARES TR

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SHS (fund)

555 managers (562 13F filers) reported a position in DSI shares at 2025-09-30, 23,547,854 shares in all. 30 filers opened a position and 22 filers sold out during the quarter.

Managers
555
13F filers
562
New
30
Added
160
Reduced
230
Sold out
22
Shares held by filers
23,547,854

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Dynamic Advisor Solutions LLC8,738$1.1M0.03%-9013F-HRTimeline
World Investment Advisors8,655$1.09M0.02%-18813F-HRTimeline
Hershey Financial Advisers, LLC8,650$1.09M0.93%new13F-HRTimeline
Consolidated Portfolio Review Corp8,572$1.08M0.14%-7013F-HRTimeline
ROMANO BROTHERS AND COMPANY8,580$1.08M0.12%013F-HRTimeline
D.A. DAVIDSON & CO.8,560$1.08M0.01%-3813F-HRTimeline
Maia Wealth LLC8,149$1.05M0.18%+25313F-HRTimeline
Long Run Wealth Advisors, LLC8,275$1.04M0.2%-52613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,221$1.04M0.01%-27613F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp8,166$1.03M0.12%new13F-HRTimelineGroup
TRED AVON FAMILY WEALTH, LLC7,949$1M0.34%13F-HRTimeline
NorthRock Partners, LLC7,874$992K0.02%-21213F-HRTimeline
HILL ISLAND FINANCIAL LLC7,839$987K0.25%+87013F-HRTimeline
Sovran Advisors, LLC7,561$981K0.09%+2,66713F-HRTimeline
Dorsey & Whitney Trust CO LLC7,735$974K0.05%013F-HRTimeline
ROGCO, LP7,723$973K0.34%013F-HRTimeline
Decker Retirement Planning Inc.7,721$972K0.53%-42113F-HRTimeline
MATHER GROUP, LLC.7,695$969K0.01%-7613F-HRTimeline
WEALTH ALLIANCE, LLC7,675$967K0.1%-14413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/7,640$962K0.05%013F-HRTimeline
Atria Investments, Inc7,534$949K0.01%+90913F-HRTimeline
HARBOUR INVESTMENTS, INC.7,525$948K0.02%-313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,478$942K<0.01%-55313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,439$937K0.01%+80213F-HRTimeline
FIRST HORIZON CORP7,419$934K0.04%13F-HRTimeline
RWA WEALTH PARTNERS, LLC7,407$933K0.01%-63913F-HRTimeline
Harfst & Associates, Inc.7,395$931K0.17%013F-HRTimeline
Acropolis Investment Management, LLC8,018$931K0.05%013F-HRTimeline
Willow Creek Wealth Management Inc.7,361$927K0.08%013F-HRTimeline
VERITY Wealth Advisors7,299$919K0.58%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC7,203$907K0.41%-15513F-HRTimeline
BIP Wealth, LLC7,065$890K0.04%013F-HRTimeline
Destination Wealth Management6,975$879K0.02%-2,65913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,938$874K0.05%-24013F-HRTimelineGroup
Principle Wealth Partners LLC6,887$867K0.05%013F-HRTimeline
Savvy Advisors, Inc.6,790$855K0.04%-6413F-HRTimeline
First Pacific Financial6,738$849K0.12%-1,04113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/6,707$845K0.16%+1,52513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding6,639$836K-2,275Timeline
Keystone Financial Services6,620$834K0.26%+9713F-HRTimeline
Halter Ferguson Financial Inc.6,555$826K0.2%-59713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,519$821K0.01%+45213F-HRTimelineGroup
Sigma Planning Corp6,479$816K0.02%-2,86113F-HRTimeline
Peak Financial Management, Inc.6,315$795K0.21%+18513F-HRTimeline
Kathmere Capital Management, LLC6,211$782K0.06%-9913F-HRTimeline
Midwest Trust Co6,211$782K0.01%-23413F-HRTimeline
Meridian Wealth Management, LLC6,194$780K0.03%+15813F-HRTimeline
Brooklyn FI, LLC6,168$777K0.17%013F-HRTimeline
LifePlan Investment Advisors, Inc.6,084$766K0.32%-17613F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC6,075$765K0.01%013F-HRTimeline
Rollins Financial Advisors, LLC6,035$760K0.12%013F-HRTimeline
Fortis Capital Management LLC6,002$756K0.11%+1413F-HRTimeline
Golden State Wealth Management, LLC5,962$751K0.08%-5213F-HRTimeline
Frisch Financial Group, Inc.5,874$740K0.17%+1413F-HRTimeline
Ulland Investment Advisors, LLC5,850$737K0.55%-16013F-HRTimeline
Montecito Bank & Trust5,798$730K0.11%13F-HRTimeline
THEORY FINANCIAL LLC5,739$729K0.26%-17413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,763$726K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,701$718K0.03%-28513F-HRTimelineGroup
Harbor Asset Planning, Inc.5,648$711K0.64%-33113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,641$710K<0.01%-1613F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC5,600$705K0.07%013F-HRTimeline
Oregon Pacific Wealth Management, LLC5,507$694K0.6%-21013F-HRTimeline
AlphaCore Capital LLC5,471$689K0.02%+113F-HRTimeline
WNY Asset Management, LLC5,463$688K0.07%+8713F-HRTimeline
Bigelow Investment Advisors, LLC5,435$685K0.28%-73913F-HRTimeline
J.W. COLE ADVISORS, INC.5,390$679K0.01%+7613F-HRTimeline
WealthShield Partners, LLC5,384$678K0.08%-4013F-HRTimeline
Perennial Investment Advisors, LLC5,349$674K0.06%-4113F-HRTimeline
Members Trust Co5,349$674K0.02%013F-HRTimeline
Kesler, Norman & Wride, LLC6,098$672K0.13%013F-HRTimeline
Finley Financial, LLC5,290$666K0.31%013F-HRTimeline
AdvisorNet Financial, Inc5,142$648K0.04%+613F-HRTimeline
Mesirow Financial Investment Management…5,114$644K0.01%+213F-HRTimeline
Magnus Financial Group LLC5,076$639K0.05%+27113F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC4,997$629K0.16%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.4,969$626K0.19%-13313F-HRTimeline
Altus Wealth Group LLC4,895$617K0.25%013F-HRTimeline
SK Wealth Management, LLC4,794$608K0.23%+52413F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,798$604K0.05%-7813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.961$601K0.04%-3,81013F-HRTimelineGroup
Ellevest, Inc.4,713$594K0.08%013F-HRTimeline
Geneos Wealth Management Inc.4,669$588K0.01%+9013F-HRTimeline
S.A. Mason LLC4,652$586K0.26%+113F-HRTimeline
Johnson Bixby & Associates, LLC4,626$583K0.07%-18513F-HRTimeline
EQ LLC4,619$582K0.2%+313F-HRTimeline
Copperleaf Capital, LLC4,615$581K0.28%-60913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,600$579K0.01%+4913F-HRTimeline
West Financial Advisors, LLC4,572$576K0.1%-39913F-HRTimeline
Bridgewater Advisors Inc.4,538$575K0.04%+1413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,550$573K<0.01%013F-HRTimelineGroup
Western Wealth Management, LLC4,537$571K0.03%-72413F-HRTimeline
Gateway Wealth Partners, LLC4,488$565K0.08%+1,89613F-HRTimeline
LongView Asset Management LLC4,477$564K0.39%-2,47713F-HRTimeline
CoreCap Advisors, LLC4,473$563K0.02%013F-HRTimeline
Joel Isaacson & Co., LLC4,464$562K0.02%013F-HRTimeline
Venturi Wealth Management, LLC4,462$562K0.03%-12313F-HRTimeline
Buttonwood Financial Group, LLC4,425$560K0.24%+3013F-HRTimeline
OLD NATIONAL BANCORP /IN/4,432$558K0.01%-4413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,417$556K0.01%+51313F-HRTimelineGroup
Prism Advisors, Inc.4,397$554K0.15%+12313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,392$553K0.09%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,372$551K0.04%013F-HRTimeline
Mission Creek Capital Partners, Inc.4,353$548K0.11%013F-HRTimeline
LWM ADVISORS INC4,352$548K0.49%-7313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,327$545K0.03%-49913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,308$543K<0.01%-1,59613F-HRTimelineGroup
RCS Financial Planning, LLC4,286$540K0.24%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,277$539K<0.01%-25313F-HRTimelineGroup
Walkner Condon Financial Advisors LLC4,265$537K0.09%-13813F-HRTimeline
Quantinno Capital Management LP4,251$535K<0.01%-74913F-HRTimeline
Compound Planning, Inc.4,218$531K0.02%-113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,082$531K0.02%-1,21413F-HRTimelineGroup
Crestwood Advisors Group, LLC4,216$531K0.01%013F-HRTimeline
HM PAYSON & CO4,211$530K0.01%+1113F-HRTimeline
WESBANCO BANK INC4,191$528K0.01%+59213F-HRTimeline
Hilltop Partners LLC4,179$526K0.16%-30613F-HRTimeline
SVB WEALTH LLC4,176$526K0.03%-2,31113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,147$522K0.02%-16413F-HRTimelineGroup
Mayflower Financial Advisors, LLC4,113$518K0.07%-12513F-HRTimeline
Coordinated Financial Services, Inc.3,994$503K0.32%+3813F-HRTimeline
Addison Advisors LLC3,953$498K0.12%-12013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC3,887$490K0.04%013F-HRTimeline
Birch Hill Investment Advisors LLC3,879$489K0.02%+8113F-HRTimeline
WEALTHGARDEN F.S. LLC3,840$487K0.35%-5213F-HRTimeline
Rossmore Private Capital3,867$487K0.05%013F-HRTimeline
Onyx Bridge Wealth Group LLC3,811$480K0.05%-13,40613F-HRTimeline
Strategic Blueprint, LLC3,801$479K0.02%-32813F-HRTimeline
Argent Trust Co3,767$474K0.02%-41213F-HRTimeline
Patriot Financial Group Insurance Agenc…3,765$474K0.06%-4813F-HRTimeline
West Wealth Group, LLC3,765$473K0.11%+913F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC3,754$473K<0.01%013F-HRTimelineGroup
TrinityBridge Ltd3,715$468K0.01%013F-HRTimeline
Tennessee Valley Asset Management Partn…3,715$468K0.06%new13F-HRTimeline
TRUST CO OF VERMONT3,687$464K0.02%-2313F-HRTimeline
Heck Capital Advisors, LLC3,677$463K0.04%-613F-HRTimeline
MBE Wealth Management, LLC3,642$459K0.2%-55513F-HRTimeline
Rockingstone Advisors LLC3,631$457K0.23%-6513F-HRTimeline
Ledyard National Bank3,624$456K0.04%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,619$456K0.01%+33913F-HRTimelineGroup
W.H. Cornerstone Investments Inc.3,574$450K0.27%-3813F-HRTimeline
OneDigital Investment Advisors LLC3,568$449K<0.01%-913F-HRTimeline
Hoxton Planning & Management, LLC3,527$444K0.14%+16613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,525$444K0.01%new13F-HRTimeline
Arkadios Wealth Advisors3,512$442K0.01%-1,16313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,483$439K0.03%+15913F-HR/ATimeline
Spectrum Planning & Advisory Services I…3,466$437K0.25%-713F-HRTimeline
Essential Planning, LLC.3,426$431K0.15%-11013F-HRTimeline
KFA Private Wealth Group, LLC3,410$430K0.12%-21913F-HRTimeline
Arete Wealth Advisors, LLC3,390$427K0.03%+8613F-HRTimeline
Blume Capital Management, Inc.3,350$422K0.08%013F-HRTimeline
TruNorth Capital Management, LLC3,349$422K0.08%013F-HRTimeline
Capital Asset Advisory Services LLC3,338$420K0.02%+26613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,338$420K0.01%+26613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,332$420K<0.01%-15,84413F-HRTimelineGroup
WBH ADVISORY INC3,305$416K0.03%-5413F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC3,268$412K0.21%013F-HRTimeline
LANDAAS & CO /WI /ADV3,257$410K0.09%+13213F-HRTimeline
Sovereign Financial Group, Inc.3,255$410K0.08%+10113F-HRTimeline
Leonard Rickey Investment Advisors P.L.…3,246$409K0.08%-4613F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,233$407K0.01%-6513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,233$407K0.02%013F-HRTimelineGroup
YANKCOM Partnership3,203$403K0.18%013F-HRTimeline
TWO SIGMA SECURITIES, LLC3,194$402K0.06%new13F-HRTimeline
Oxler Private Wealth LLC3,188$401K0.12%+813F-HRTimeline
BEACON FINANCIAL GROUP3,187$401K0.04%-113F-HRTimeline
Per Stirling Capital Management, LLC.3,161$398K0.05%-47213F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,089$389K0.02%-88413F-HRTimeline
MRA Advisory Group3,074$387K0.17%+20013F-HRTimeline
Milestone Investment Advisors LLC3,049$384K0.1%-213F-HRTimeline
GenTrust, LLC3,037$383K0.02%013F-HRTimeline
Sage Financial Management Group, Inc.3,029$382K0.12%013F-HRTimeline
Blue Zone Wealth Advisors, LLC3,026$381K0.08%013F-HRTimeline
KBC Group NVin group KBC Group NV3,026$381K<0.01%-2,11613F-HRTimelineGroup
Gen-Wealth Partners Inc3,022$381K0.13%+6613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,005$379K0.01%-54413F-HRTimeline
Sterling Investment Advisors, Ltd.3,000$378K0.07%013F-HRTimeline
Goldstein Advisors, LLC2,982$376K0.05%-7013F-HRTimeline
BURNS J W & CO INC/NY2,900$365K0.04%013F-HRTimeline
Bradley & Co. Private Wealth Management…2,871$362K0.2%-1013F-HRTimeline
JB Capital LLC2,864$361K0.02%-6913F-HRTimeline
Sage Capital Management, LLC2,835$357K0.16%013F-HRTimeline
Trilogy Capital Inc.2,810$354K0.02%-23413F-HRTimeline
Wilson & Boucher Capital Management, LLC2,800$353K0.23%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,802$353K0.01%+4413F-HRTimelineGroup
Arbor Investment Advisors, LLC2,777$350K0.04%+113F-HRTimeline
Trivium Point Advisory, LLC2,772$349K0.04%+113F-HRTimeline
Fielder Capital Group LLC2,759$347K0.08%-60613F-HRTimeline
JNBA Financial Advisors2,748$346K0.03%+8213F-HRTimeline
Centurion Wealth Management LLC2,741$345K0.08%+613F-HRTimeline
Colorado Capital Management, Inc.2,707$341K0.13%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,703$340K0.01%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC2,694$339K0.02%013F-HRTimeline
WEDBUSH SECURITIES INC2,660$335K0.01%013F-HRTimeline
Cypress Wealth Services, LLC2,637$332K0.05%+5913F-HRTimeline
Keel Point, LLC2,564$323K0.02%013F-HRTimeline
MYECFO, LLC2,560$322K0.15%013F-HRTimeline
Erickson Financial Group, LLC2,534$319K0.2%+4813F-HRTimeline
Somerset Group LLC2,532$319K0.25%+1313F-HRTimeline
Richmond Investment Services, LLC2,515$317K0.06%+66413F-HRTimeline