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Disclosery

DSI ISHARES TR

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SHS (fund)

586 managers (597 13F filers) reported a position in DSI shares at 2026-03-31, 24,476,053 shares in all. 22 filers opened a position and 40 filers sold out during the quarter.

Managers
586
13F filers
597
New
22
Added
185
Reduced
230
Sold out
40
Shares held by filers
24,476,053

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Main Street Group, LTD9,714$1.18M0.35%-13813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,345$1.13M0.02%-75513F-HRTimeline
CHILTON INVESTMENT CO INC.9,202$1.12M0.03%new13F-HRTimeline
Regal Investment Advisors LLC9,164$1.11M0.06%-1,07213F-HRTimeline
Ashton Thomas Private Wealth, LLC9,107$1.1M0.03%+31213F-HRTimeline
D.A. DAVIDSON & CO.9,092$1.1M0.01%+53213F-HRTimeline
Wealth Management Partners, LLC9,004$1.09M0.31%-1,86413F-HRTimeline
Bond & Devick Financial Network, Inc.8,943$1.08M0.3%-11413F-HRTimeline
Decker Retirement Planning Inc.8,782$1.06M0.48%+53913F-HRTimeline
Dynamic Advisor Solutions LLC8,738$1.06M0.03%013F-HRTimeline
World Investment Advisors8,682$1.05M0.02%-80213F-HRTimeline
One Capital Management, LLC8,320$1.01M0.03%-71713F-HRTimeline
ROMANO BROTHERS AND COMPANY8,310$1.01M0.11%-23513F-HRTimeline
HILL ISLAND FINANCIAL LLC8,237$998K0.24%+37513F-HRTimeline
MATHER GROUP, LLC.8,218$996K0.01%+57513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding7,266$978K-1,838Timeline
TRED AVON FAMILY WEALTH, LLC7,949$963K0.32%013F-HRTimeline
Acropolis Investment Management, LLC7,793$944K0.04%-14013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,757$940K0.01%+2,76013F-HRTimeline
Dorsey & Whitney Trust CO LLC7,735$937K0.05%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,718$935K0.01%-41613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC7,541$914K<0.01%+7413F-HRTimelineGroup
Atria Investments, Inc7,518$911K0.01%-19513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/7,510$910K0.16%+32213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,478$906K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,408$898K<0.01%-16513F-HRTimeline
Harfst & Associates, Inc.7,395$896K0.16%013F-HRTimeline
Allred Capital Management, LLC7,372$893K0.33%new13F-HRTimeline
FIRST HORIZON CORP7,362$892K0.04%013F-HRTimeline
Acumen Wealth Advisors, LLC7,232$876K0.24%013F-HRTimeline
Patriot Financial Group Insurance Agenc…7,128$864K0.05%+3,34613F-HRTimeline
AlphaCore Capital LLC7,071$857K0.02%+213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,938$841K0.04%013F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.6,915$838K0.01%-3,43813F-HRTimeline
Principle Wealth Partners LLC6,887$835K0.05%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC6,134$825K0.36%-31913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,755$819K0.01%+27713F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT6,693$811K0.05%new13F-HRTimelineGroup
WEALTH ALLIANCE, LLC6,692$811K0.08%-67313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,888$797K0.01%+12513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA6,511$789K0.16%013F-HRTimeline
Sigma Planning Corp6,483$786K0.02%+213F-HRTimeline
Halter Ferguson Financial Inc.6,469$784K0.17%013F-HRTimeline
VERITY Wealth Advisors6,355$770K0.51%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,302$764K<0.01%-19713F-HRTimelineGroup
Western Wealth Management, LLC6,273$760K0.03%-2313F-HR/ATimeline
Elyxium Wealth, LLC6,257$758K0.24%-4313F-HRTimeline
Midwest Trust Co6,214$753K0.01%+33913F-HRTimeline
Golden State Wealth Management, LLC6,213$753K0.08%+2313F-HRTimeline
Peak Financial Management, Inc.6,185$750K0.19%-13013F-HRTimeline
Rollins Financial Advisors, LLC6,185$750K0.12%+15013F-HRTimeline
Meridian Wealth Management, LLC6,136$744K0.03%-5813F-HRTimeline
Lifelong Wealth Advisors, Inc.6,101$739K0.2%-3913F-HRTimeline
Kesler, Norman & Wride, LLC6,086$738K0.13%-513F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC6,075$736K0.02%013F-HRTimeline
First Pacific Financial6,067$735K0.09%-45413F-HRTimeline
Fortis Capital Management LLC6,034$731K0.1%+1513F-HRTimeline
LifePlan Investment Advisors, Inc.6,025$730K0.29%-49913F-HRTimeline
Keystone Financial Services5,950$721K0.21%-51213F-HRTimeline
OARSMAN CAPITAL, INC.5,921$718K0.09%-5913F-HRTimeline
Frisch Financial Group, Inc.5,905$716K0.15%+1513F-HRTimeline
Prism Advisors, Inc.5,902$715K0.19%+1,71113F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…5,840$708K0.06%13F-HRTimelineGroup
Destination Wealth Management5,822$706K0.02%-4313F-HRTimeline
Wealth Analytics Partners, LLC5,790$702K0.29%-16013F-HRTimeline
Rede Wealth, LLC5,781$701K0.25%-90113F-HRTimeline
Harbor Asset Planning, Inc.5,675$688K0.58%+1213F-HRTimeline
FLOW TRADERS U.S. LLC5,659$686K0.02%new13F-HRTimeline
Montecito Bank & Trust5,598$678K0.11%-20013F-HRTimeline
RCS Financial Planning, LLC5,598$678K0.35%-52013F-HRTimeline
Ledyard National Bank5,584$677K0.06%+1,96013F-HRTimeline
Ulland Investment Advisors, LLC5,500$667K0.57%013F-HRTimeline
Cadia Private Client LLC5,435$659K0.53%+1413F-HRTimeline
Brooklyn FI, LLC5,390$653K0.14%013F-HRTimeline
WNY Asset Management, LLC5,367$650K0.07%13F-HRTimeline
Members Trust Co5,349$648K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,330$646K0.02%-51813F-HR/ATimelineGroup
Marathon Wealth Advisors LLC5,302$643K0.26%+713F-HRTimeline
Finley Financial, LLC5,290$641K0.3%013F-HRTimeline
Bridgewater Advisors Inc.4,535$641K0.04%+2513F-HRTimeline
Compound Planning, Inc.5,279$640K0.02%+1,06113F-HRTimeline
Kathmere Capital Management, LLC5,236$635K0.04%-16513F-HRTimeline
THEORY FINANCIAL LLC5,171$627K0.22%-71113F-HRTimeline
BURNS J W & CO INC/NY5,150$624K0.07%013F-HRTimeline
S.A. Mason LLC5,149$624K0.23%-18113F-HRTimeline
Birchwood Financial Partners, Inc.5,093$617K0.6%+81413F-HRTimeline
Navigation Group, LLC5,089$617K0.14%13F-HRTimeline
Mesirow Financial Investment Management…5,048$612K0.01%+1,29213F-HRTimeline
EQ LLC4,991$605K0.17%+50713F-HRTimeline
WealthShield Partners, LLC4,973$603K0.07%-21313F-HRTimeline
CoreCap Advisors, LLC4,943$602K0.02%+6013F-HRTimeline
Godfrey Financial Associates, Inc.4,955$600K0.52%-1,12613F-HRTimeline
Perennial Investment Advisors, LLC4,822$584K0.05%-14513F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,806$582K0.05%+413F-HRTimeline
RWA WEALTH PARTNERS, LLC4,795$581K0.01%-70013F-HRTimeline
Milestone Investment Advisors LLC4,694$569K0.14%+22413F-HRTimeline
Altus Wealth Group LLC4,685$568K0.23%-21013F-HRTimeline
Cornerstone Planning Group LLC4,120$561K0.07%+3,93313F-HRTimeline
Bigelow Investment Advisors, LLC4,626$561K0.22%-53713F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…4,603$558K0.06%-48613F-HRTimeline
Geneos Wealth Management Inc.4,572$554K0.01%013F-HRTimeline
Magnus Financial Group LLC4,564$553K0.04%-54113F-HRTimeline
Contango Wealth Management LLC4,562$553K0.65%+1,61213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,550$551K<0.01%013F-HRTimelineGroup
West Financial Advisors, LLC4,539$550K0.09%-3313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,529$549K0.01%013F-HRTimeline
Johnson Bixby & Associates, LLC4,498$545K0.07%+2313F-HRTimeline
Joel Isaacson & Co., LLC4,464$541K0.02%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,392$532K0.09%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,372$530K0.03%013F-HRTimeline
Envision Financial LLC4,370$530K0.28%new13F-HRTimeline
LWM ADVISORS INC4,352$527K0.46%013F-HRTimeline
SK Wealth Management, LLC4,281$526K0.15%+213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,327$524K0.02%013F-HRTimeline
Hilltop Partners LLC4,319$523K0.13%-2313F-HRTimeline
Evergreen Wealth Partners LLC4,279$519K0.4%+1,15013F-HRTimeline
OneDigital Investment Advisors LLC4,252$515K0.01%+67113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding4,224$512K+218Timeline
Venturi Wealth Management, LLC4,212$510K0.02%-26313F-HRTimeline
WESBANCO BANK INC4,201$509K0.01%+3113F-HRTimeline
HM PAYSON & CO4,200$509K0.01%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding4,134$501K+380Timeline
Hoxton Planning & Management, LLC4,055$491K0.15%-413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,028$488K0.01%new13F-HRTimelineGroup
Rockingstone Advisors LLC3,991$484K0.22%013F-HRTimeline
Addison Advisors LLC3,953$479K0.11%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,942$478K0.01%-10,80513F-HRTimeline
MainStreet Investment Advisors LLC3,942$478K0.07%-11,22513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,936$477K0.03%+3,80713F-HRTimelineGroup
Crestwood Advisors Group, LLC3,928$476K0.01%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC3,897$472K0.04%+1013F-HRTimeline
Mayflower Financial Advisors, LLC3,888$471K0.06%-22513F-HRTimeline
Rossmore Private Capital3,868$469K0.04%+113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,800$461K0.05%-1,80013F-HRTimeline
Mission Creek Capital Partners, Inc.3,798$460K0.09%-57513F-HRTimeline
Oregon Pacific Wealth Management, LLC3,773$457K0.48%-43613F-HRTimeline
West Wealth Group, LLC3,769$457K0.09%+1913F-HRTimeline
TIAAgroup of 3 filers holding3,764$456K-500Timeline
VERUS CAPITAL PARTNERS, LLC3,747$454K0.03%+27513F-HRTimeline
Onyx Bridge Wealth Group LLC3,746$454K0.05%013F-HRTimeline
Argent Trust Co3,744$454K0.02%013F-HRTimeline
TrinityBridge Ltd3,715$450K0.01%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC3,709$449K0.01%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC3,701$449K0.24%+1,69613F-HR/ATimeline
Capital Asset Advisory Services LLC3,369$448K0.02%-23213F-HRTimeline
Walkner Condon Financial Advisors LLC3,688$447K0.06%-59813F-HRTimeline
Arkadios Wealth Advisors3,643$441K0.01%+1313F-HRTimeline
MBE Wealth Management, LLC3,592$435K0.18%-3213F-HRTimeline
Tennessee Valley Asset Management Partn…3,587$435K0.06%+9413F-HRTimeline
Well Done, LLC3,527$427K0.06%+1,35713F-HRTimeline
MYECFO, LLC3,500$424K0.18%+7013F-HRTimeline
Heck Capital Advisors, LLC3,457$419K0.03%-7513F-HRTimeline
Brooklyn Investment Group3,410$413K0.01%013F-HRTimeline
BEACON FINANCIAL GROUP3,408$413K0.04%+22413F-HRTimeline
W.H. Cornerstone Investments Inc.3,402$412K0.26%-18213F-HRTimeline
KFA Private Wealth Group, LLC3,394$411K0.1%+613F-HRTimeline
TrustBankin group TrustBank3,354$406K0.16%013F-HRTimelineGroup
Sage Financial Management Group, Inc.3,326$403K0.12%+29713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,313$402K0.01%-37613F-HRTimelineGroup
Bison Wealth, LLC2,846$402K0.04%013F-HRTimeline
Essential Planning, LLC.3,317$402K0.13%+113F-HRTimeline
Birch Hill Investment Advisors LLC3,299$400K0.02%+7513F-HRTimeline
Spectrum Planning & Advisory Services I…3,279$397K0.2%-20113F-HRTimeline
Leonard Rickey Investment Advisors P.L.…3,276$397K0.07%013F-HRTimeline
LANDAAS & CO /WI /ADV3,273$397K0.09%+713F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC3,268$396K0.24%013F-HRTimeline
JNBA Financial Advisors3,264$396K0.03%+2313F-HRTimeline
Strategic Blueprint, LLC3,241$393K0.02%-19913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,233$392K0.02%013F-HRTimelineGroup
WEALTHGARDEN F.S. LLC3,218$390K0.27%-36113F-HRTimeline
Oxler Private Wealth LLC3,205$388K0.12%+813F-HRTimeline
YANKCOM Partnership3,203$388K0.16%013F-HRTimeline
Arax Advisory Partners3,200$388K0.01%-48213F-HRTimeline
May Hill Capital, LLC3,197$387K0.1%013F-HRTimeline
Curi Capital, LLC3,165$384K0.01%+1,12813F-HRTimeline
MRA Advisory Group3,127$379K0.15%+4113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,119$378K0.02%+1,52013F-HRTimelineGroup
AdvisorNet Financial, Inc3,080$373K0.02%-2,00713F-HRTimeline
WBH ADVISORY INC3,038$371K0.03%-28513F-HRTimeline
SVB WEALTH LLC3,048$369K0.02%-1,12813F-HRTimeline
GenTrust, LLC3,037$368K0.02%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,027$367K0.02%-6213F-HRTimeline
Blue Zone Wealth Advisors, LLC3,026$367K0.07%013F-HRTimeline
Sovereign Financial Group, Inc.3,024$366K0.06%-12313F-HRTimeline
Sterling Investment Advisors, Ltd.3,000$364K0.07%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,964$359K0.01%-17013F-HRTimeline
Erickson Financial Group, LLC2,941$356K0.22%+813F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,935$356K0.01%-29813F-HRTimeline
Maia Wealth LLC2,928$355K0.06%-1,16213F-HRTimeline
Trilogy Capital Inc.2,924$354K0.02%+17013F-HRTimeline
Traveka Wealth, LLC2,923$354K0.14%-21913F-HRTimeline
Cypress Wealth Services, LLC2,912$353K0.05%+32713F-HRTimeline
Somerset Group LLC2,615$349K0.26%+8313F-HRTimeline
Bradley & Co. Private Wealth Management…2,871$348K0.18%013F-HRTimeline
Goldstein Advisors, LLC2,871$348K0.04%-9213F-HRTimeline
Centurion Wealth Management LLC2,870$348K0.08%+6813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,868$348K0.01%-35713F-HRTimelineGroup
Sage Capital Management, LLC2,835$344K0.16%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,803$340K0.01%+5313F-HRTimelineGroup
Wilson & Boucher Capital Management, LLC2,800$339K0.23%013F-HRTimeline