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Disclosery

DSI ISHARES TR

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SHS (fund)

608 managers (617 13F filers) reported a position in DSI shares at 2025-12-31, 24,457,674 shares in all. 42 filers opened a position and 20 filers sold out during the quarter.

Managers
608
13F filers
617
New
42
Added
182
Reduced
209
Sold out
20
Shares held by filers
24,457,674

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Regal Investment Advisors LLC10,236$1.32M0.08%-42413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,100$1.3M0.02%+93513F-HRTimeline
Sovran Advisors, LLC9,896$1.3M0.11%+2,33513F-HRTimeline
Valmark Advisers, Inc.10,050$1.29M0.02%+26513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,030$1.29M0.06%+15213F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp9,958$1.28M0.15%+1,79213F-HRTimelineGroup
Main Street Group, LTD9,852$1.27M0.44%013F-HRTimeline
Wealth Advisory Team LLC9,586$1.24M1.09%13F-HRTimeline
World Investment Advisors9,484$1.22M0.02%+82913F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,104$1.19M+5,022Timeline
Bond & Devick Financial Network, Inc.9,057$1.17M0.33%-75513F-HRTimeline
One Capital Management, LLC9,037$1.16M0.04%-1,49513F-HRTimeline
Ashton Thomas Private Wealth, LLC8,795$1.13M0.03%-6213F-HRTimeline
Dynamic Advisor Solutions LLC8,738$1.13M0.04%013F-HRTimeline
D.A. DAVIDSON & CO.8,560$1.1M0.01%013F-HRTimeline
ROMANO BROTHERS AND COMPANY8,545$1.1M0.13%-3513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,500$1.1M<0.01%-1,60013F-HRTimeline
Long Run Wealth Advisors, LLC8,322$1.07M0.2%+4713F-HRTimeline
Decker Retirement Planning Inc.8,243$1.06M0.53%+52213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,134$1.05M0.01%-8713F-HRTimelineGroup
OpenArc Corporate Advisory, LLC8,089$1.04M0.02%13F-HRTimeline
TRED AVON FAMILY WEALTH, LLC7,949$1.02M0.33%013F-HRTimeline
Acropolis Investment Management, LLC7,933$1.02M0.05%-8513F-HRTimeline
ROGCO, LP7,901$1.02M0.34%+17813F-HRTimeline
HILL ISLAND FINANCIAL LLC7,862$1.01M0.24%+2313F-HRTimeline
Dorsey & Whitney Trust CO LLC7,735$996K0.05%013F-HRTimeline
Atria Investments, Inc7,713$994K0.01%+17913F-HRTimeline
MATHER GROUP, LLC.7,643$985K0.01%-5213F-HRTimeline
GTS SECURITIES LLC7,630$983K0.03%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,573$976K0.01%+13413F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,478$963K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC7,467$962K<0.01%-3,01813F-HRTimelineGroup
Harfst & Associates, Inc.7,395$953K0.17%013F-HRTimeline
WEALTH ALLIANCE, LLC7,365$949K0.09%-31013F-HRTimeline
FIRST HORIZON CORP7,362$948K0.04%-5713F-HRTimeline
Acumen Wealth Advisors, LLC7,232$932K0.27%13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/7,188$926K0.16%+48113F-HRTimeline
AlphaCore Capital LLC7,069$911K0.02%+1,59813F-HRTimeline
BIP Wealth, LLC7,065$910K0.03%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,938$894K0.05%013F-HRTimelineGroup
Principle Wealth Partners LLC6,887$887K0.05%013F-HRTimeline
HRT FINANCIAL LP6,811$877K<0.01%-2,69813F-HRTimeline
Robertson Stephens Wealth Management, L…6,806$877K0.02%new13F-HRTimeline
Rede Wealth, LLC6,682$861K0.3%new13F-HRTimeline
LifePlan Investment Advisors, Inc.6,524$840K0.34%+44013F-HRTimeline
First Pacific Financial6,521$840K0.11%-21713F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA6,511$839K0.17%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,499$837K<0.01%-3,09413F-HRTimelineGroup
Sigma Planning Corp6,481$835K0.02%+213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,478$835K0.01%-4113F-HRTimelineGroup
Halter Ferguson Financial Inc.6,469$833K0.18%-8613F-HR/ATimeline
Keystone Financial Services6,462$832K0.25%-15813F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC6,453$831K0.35%-75013F-HRTimeline
VERITY Wealth Advisors6,355$819K0.51%-94413F-HRTimeline
Peak Financial Management, Inc.6,315$814K0.21%013F-HRTimeline
Elyxium Wealth, LLC6,300$812K0.24%new13F-HRTimeline
Western Wealth Management, LLC6,296$811K0.04%+1,75913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,258$806K<0.01%new13F-HRTimelineGroup
Meridian Wealth Management, LLC6,194$798K0.03%013F-HRTimeline
Golden State Wealth Management, LLC6,190$797K0.08%+22813F-HRTimeline
Archer Investment Management, LLC6,161$794K0.43%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.6,140$791K0.21%+1,17113F-HRTimeline
RCS Financial Planning, LLC6,118$788K0.34%+1,83213F-HRTimeline
Kesler, Norman & Wride, LLC6,091$785K0.13%-713F-HRTimeline
Godfrey Financial Associates, Inc.6,081$783K0.68%13F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC6,075$783K0.02%013F-HRTimeline
Rollins Financial Advisors, LLC6,035$777K0.11%013F-HRTimeline
Fortis Capital Management LLC6,019$775K0.1%+1713F-HRTimeline
THEORY FINANCIAL LLC5,882$774K0.26%+14313F-HRTimeline
OARSMAN CAPITAL, INC.5,980$770K0.1%new13F-HRTimeline
Wealth Analytics Partners, LLC5,950$767K0.3%13F-HRTimeline
Frisch Financial Group, Inc.5,890$759K0.17%+1613F-HRTimeline
Midwest Trust Co5,875$757K0.01%-33613F-HRTimeline
Destination Wealth Management5,865$756K0.02%-1,11013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,848$753K0.03%+14713F-HRTimelineGroup
Montecito Bank & Trust5,798$747K0.12%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,763$742K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.5,663$730K0.62%+1513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,600$721K0.07%013F-HRTimeline
Ulland Investment Advisors, LLC5,500$709K0.57%-35013F-HRTimeline
RWA WEALTH PARTNERS, LLC5,495$708K0.01%-1,91213F-HRTimeline
Cadia Private Client LLC5,421$698K0.55%13F-HRTimeline
Kathmere Capital Management, LLC5,401$696K0.05%-81013F-HRTimeline
Brooklyn FI, LLC5,390$694K0.15%-77813F-HRTimeline
Members Trust Co5,349$689K0.02%013F-HRTimeline
S.A. Mason LLC5,330$687K0.27%+67813F-HRTimeline
Marathon Wealth Advisors LLC5,295$682K0.27%13F-HRTimeline
Finley Financial, LLC5,290$682K0.31%013F-HRTimeline
WealthShield Partners, LLC5,186$668K0.07%-19813F-HRTimeline
Bigelow Investment Advisors, LLC5,163$665K0.26%-27213F-HRTimeline
BURNS J W & CO INC/NY5,150$663K0.07%+2,25013F-HRTimeline
Magnus Financial Group LLC5,105$658K0.05%+2913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…5,089$656K0.08%13F-HRTimeline
AdvisorNet Financial, Inc5,087$655K0.03%-5513F-HRTimeline
HARBOUR INVESTMENTS, INC.4,997$644K0.01%-2,52813F-HRTimeline
Perennial Investment Advisors, LLC4,967$640K0.05%-38213F-HRTimeline
Gateway Wealth Partners, LLC4,937$636K0.07%+44913F-HRTimeline
Quantinno Capital Management LP4,930$635K<0.01%+67913F-HRTimeline
Altus Wealth Group LLC4,895$631K0.25%013F-HRTimeline
CoreCap Advisors, LLC4,883$629K0.02%+41013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,802$619K0.05%+413F-HRTimeline
Ellevest, Inc.4,713$607K0.08%013F-HRTimeline
Geneos Wealth Management Inc.4,572$589K0.01%-9713F-HRTimeline
West Financial Advisors, LLC4,572$589K0.1%013F-HRTimeline
Bridgewater Advisors Inc.4,510$587K0.04%-2813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,550$586K<0.01%013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO4,529$583K0.01%-7113F-HRTimeline
EQ LLC4,484$578K0.17%-13513F-HRTimeline
Venturi Wealth Management, LLC4,475$577K0.03%+1313F-HRTimeline
Johnson Bixby & Associates, LLC4,475$577K0.07%-15113F-HRTimeline
Milestone Investment Advisors LLC4,470$576K0.14%+1,42113F-HRTimeline
Joel Isaacson & Co., LLC4,464$575K0.02%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,392$566K0.1%013F-HRTimeline
Mission Creek Capital Partners, Inc.4,373$563K0.11%+2013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,372$563K0.04%013F-HRTimeline
SK Wealth Management, LLC4,279$562K0.16%-51513F-HRTimeline
LWM ADVISORS INC4,352$561K0.49%013F-HRTimeline
Hilltop Partners LLC4,342$559K0.14%+16313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,327$557K0.03%013F-HRTimeline
Walkner Condon Financial Advisors LLC4,286$552K0.08%+2113F-HRTimeline
Birchwood Financial Partners, Inc.4,279$551K0.55%13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,264$549K<0.01%-1313F-HRTimelineGroup
Compound Planning, Inc.4,218$543K0.02%013F-HRTimeline
Oregon Pacific Wealth Management, LLC4,209$542K0.56%-1,29813F-HRTimeline
HM PAYSON & CO4,200$541K0.01%-1113F-HRTimeline
Prism Advisors, Inc.4,191$540K0.14%-20613F-HRTimeline
SVB WEALTH LLC4,176$538K0.03%013F-HRTimeline
WESBANCO BANK INC4,170$537K0.01%-2113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,149$535K<0.01%+81713F-HRTimelineGroup
Mayflower Financial Advisors, LLC4,113$530K0.06%013F-HRTimeline
Maia Wealth LLC4,090$526K0.09%-4,05913F-HRTimeline
Hoxton Planning & Management, LLC4,059$523K0.16%+53213F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding4,006$516K-2,633Timeline
Coordinated Financial Services, Inc.3,994$515K0.3%013F-HRTimeline
Rockingstone Advisors LLC3,991$514K0.23%+36013F-HRTimeline
Addison Advisors LLC3,953$509K0.11%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.129$507K0.03%-83213F-HRTimelineGroup
Crestwood Advisors Group, LLC3,928$506K0.01%-28813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC3,887$501K0.04%013F-HRTimeline
Rossmore Private Capital3,867$498K0.04%013F-HRTimeline
Patriot Financial Group Insurance Agenc…3,782$487K0.06%+1713F-HRTimeline
Mesirow Financial Investment Management…3,756$484K0.01%-1,35813F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC3,754$484K<0.01%013F-HRTimelineGroup
West Wealth Group, LLC3,750$483K0.1%-1513F-HRTimeline
Onyx Bridge Wealth Group LLC3,746$483K0.05%-6513F-HRTimeline
Argent Trust Co3,744$482K0.02%-2313F-HRTimeline
TrinityBridge Ltd3,715$478K0.01%013F-HRTimeline
TRUST CO OF VERMONT3,689$475K0.02%+213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,689$475K0.01%+7013F-HR/ATimelineGroup
Arax Advisory Partners3,682$474K0.01%new13F-HRTimeline
WEALTHGARDEN F.S. LLC3,579$471K0.31%-26113F-HRTimeline
Capital Asset Advisory Services LLC3,601$470K0.02%+26313F-HRTimeline
Arkadios Wealth Advisors3,630$468K0.01%+11813F-HRTimeline
Ledyard National Bank3,624$467K0.04%013F-HRTimeline
MBE Wealth Management, LLC3,624$467K0.2%-1813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,597$463K0.01%+25913F-HR/ATimeline
W.H. Cornerstone Investments Inc.3,584$462K0.28%+1013F-HRTimeline
OneDigital Investment Advisors LLC3,581$461K<0.01%+1313F-HRTimeline
Heck Capital Advisors, LLC3,532$455K0.03%-14513F-HRTimeline
Tennessee Valley Asset Management Partn…3,493$450K0.06%-22213F-HRTimeline
Spectrum Planning & Advisory Services I…3,480$448K0.23%+1413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,472$447K0.03%-1113F-HR/ATimeline
Brooklyn Investment Group3,410$443K0.02%new13F-HRTimeline
Strategic Blueprint, LLC3,440$443K0.03%-36113F-HRTimeline
MYECFO, LLC3,430$442K0.19%+87013F-HRTimeline
KFA Private Wealth Group, LLC3,388$436K0.11%-2213F-HRTimeline
TrustBankin group TrustBank3,354$432K0.18%13F-HRTimelineGroup
TruNorth Capital Management, LLC3,349$431K0.08%013F-HRTimeline
WBH ADVISORY INC3,323$428K0.03%+1813F-HRTimeline
Essential Planning, LLC.3,316$427K0.14%-11013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…3,276$422K0.08%+3013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC3,268$421K0.21%013F-HRTimeline
LANDAAS & CO /WI /ADV3,266$421K0.09%+913F-HRTimeline
JNBA Financial Advisors3,241$418K0.04%+49313F-HRTimeline
Engineers Gate Manager LP3,233$417K<0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,233$417K0.01%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,233$417K0.02%013F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC3,225$415K0.01%-92213F-HRTimelineGroup
Birch Hill Investment Advisors LLC3,224$415K0.02%-65513F-HRTimeline
YANKCOM Partnership3,203$413K0.18%013F-HRTimeline
May Hill Capital, LLC3,197$412K0.11%+1,58913F-HR/ATimeline
Oxler Private Wealth LLC3,197$412K0.12%+913F-HRTimeline
BEACON FINANCIAL GROUP3,184$410K0.04%-313F-HRTimeline
Sovereign Financial Group, Inc.3,147$405K0.07%-10813F-HRTimeline
Traveka Wealth, LLC3,142$405K0.16%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,134$404K0.01%-39113F-HRTimeline
Evergreen Wealth Partners LLC3,129$403K0.34%13F-HRTimeline
AE Wealth Management LLC3,128$403K<0.01%+87413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,089$398K0.02%013F-HRTimeline
MRA Advisory Group3,086$398K0.17%+1213F-HRTimeline
GenTrust, LLC3,037$391K0.02%013F-HRTimeline
MAI Capital Management3,035$391K<0.01%+1,16113F-HRTimeline
Sage Financial Management Group, Inc.3,029$390K0.12%013F-HRTimeline
KBC Group NVin group KBC Group NV3,026$390K<0.01%013F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC3,026$390K0.07%013F-HRTimeline
Sterling Investment Advisors, Ltd.3,000$386K0.07%013F-HRTimeline
JB Capital LLC2,998$386K0.02%+13413F-HRTimeline
Goldstein Advisors, LLC2,963$382K0.04%-1913F-HRTimeline
Contango Wealth Management LLC2,950$380K0.42%13F-HRTimeline
Erickson Financial Group, LLC2,933$378K0.23%+39913F-HRTimeline