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Disclosery

DSI ISHARES TR

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SHS (fund)

624 managers (638 13F filers) reported a position in DSI shares at 2026-06-30, 24,834,461 shares in all. 58 filers opened a position and 19 filers sold out during the quarter.

Managers
624
13F filers
638
New
58
Added
191
Reduced
235
Sold out
19
Shares held by filers
24,834,461

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Sage Capital Management, LLC2,835$404K0.16%013F-HRTimeline
J.W. COLE ADVISORS, INC.2,832$403K0.01%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…2,816$401K0.04%-4,31213F-HRTimeline
Wilson & Boucher Capital Management, LLC2,800$399K0.23%013F-HRTimeline
Arbor Investment Advisors, LLC2,781$396K0.04%+113F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC2,766$394K0.26%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,764$393K0.01%-3913F-HRTimelineGroup
Fielder Capital Group LLC2,759$393K0.09%013F-HRTimeline
Oxler Private Wealth LLC2,696$384K0.11%-50913F-HRTimeline
OLD NATIONAL BANCORP /IN/2,694$384K0.01%+48713F-HRTimeline
Avior Wealth Management, LLC2,675$381K0.01%-813F-HRTimeline
Wealth Management Associates, Inc.2,634$375K0.1%013F-HRTimeline
Spectrum Planning & Advisory Services I…2,632$375K0.17%-64713F-HRTimeline
Somerset Group LLC2,615$374K0.26%013F-HRTimeline
Goldstein Advisors, LLC2,611$372K0.03%-26013F-HRTimeline
JB Capital LLC2,590$369K0.01%+3013F-HRTimeline
Bedminster, LLC2,570$366K0.31%013F-HRTimeline
Keel Point, LLC2,564$365K0.02%013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,562$365K0.02%-11713F-HRTimeline
GC Wealth Management RIA, LLC2,548$363K0.02%-16713F-HRTimeline
Urban Wealth Management, LLC2,514$358K0.31%-10513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,500$356K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,500$356K0.05%013F-HRTimeline
ASL Financial, LLC2,500$356K0.25%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,459$350K0.01%-1,56913F-HRTimelineGroup
Beacon Financial Advisory LLC2,443$348K0.07%-29013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,435$347K<0.01%-1213F-HRTimelineGroup
DDFG, Inc2,423$345K0.07%-4613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,402$342K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,397$341K<0.01%+6913F-HRTimelineGroup
Per Stirling Capital Management, LLC.2,382$339K0.03%+513F-HRTimeline
Blume Capital Management, Inc.2,350$335K0.05%013F-HRTimeline
Trivium Point Advisory, LLC2,323$331K0.03%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2,317$330K0.03%new13F-HRTimeline
PINNACLE ASSOCIATES LTD2,292$326K<0.01%-913F-HRTimeline
Rossby Financial, LCC2,269$323K0.06%+10213F-HRTimeline
New Covenant Trust Company, N.A.2,256$321K0.24%013F-HRTimeline
Ethic Inc.2,246$320K<0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,232$318K<0.01%013F-HRTimelineGroup
Financial Planning Hawaii, Inc.2,232$318K0.17%013F-HRTimeline
CRA Financial Services, LLC2,193$312K0.04%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,185$311K0.08%-13513F-HRTimeline
PRENTISS SMITH & CO INC2,168$309K0.17%013F-HRTimeline
Weaver Consulting Group2,160$308K0.06%013F-HRTimeline
Snider Financial Group2,155$307K0.08%013F-HRTimeline
HOWE & RUSLING INC2,124$303K0.02%+213F-HRTimeline
Gladstone Institutional Advisory LLC2,098$299K0.01%+413F-HRTimeline
Elmwood Wealth Management, Inc.2,074$295K0.07%013F-HRTimeline
Brown Financial Advisors2,055$293K0.1%-29713F-HRTimeline
Koenig Investment Advisory, LLC2,051$292K0.23%+713F-HRTimeline
NI ACQUISITIONS COMPANY, LLC889$291K0.12%13F-HRTimeline
Braun-Bostich & Associates Inc.2,043$291K0.16%-6713F-HRTimeline
JSF Financial, LLC2,039$290K0.05%+7913F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC2,038$290K0.14%013F-HRTimeline
Old Port Advisors2,037$290K0.06%013F-HRTimeline
Compton Financial Group, LLC2,035$290K0.06%+6513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,000$285K<0.01%013F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC2,000$285K0.02%013F-HRTimeline
Tilson Financial Group, Inc.1,998$284K0.08%013F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC1,990$283K0.24%013F-HRTimeline
Insight Wealth Strategies, LLC1,986$282K0.03%+2113F-HRTimeline
PW Nova Financial Services LLC1,981$282K0.06%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,974$281K<0.01%+30113F-HR/ATimeline
Buttonwood Financial Group, LLC1,974$281K0.16%-7113F-HRTimeline
Vericrest Private Wealth1,954$278K0.25%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,952$278K0.02%+19013F-HRTimeline
Van Hulzen Asset Management, LLC1,917$273K0.02%013F-HRTimeline
Darden Wealth Group Inc1,908$272K0.11%+113F-HRTimeline
Smithfield Trust Co1,894$270K0.01%-2613F-HRTimeline
4Thought Financial Group Inc.1,894$270K0.13%-16713F-HRTimeline
Cove Private Wealth, LLC1,866$266K0.05%013F-HRTimeline
Frederick Financial Consultants, LLC1,864$265K0.11%013F-HRTimeline
WEDBUSH SECURITIES INC1,859$265K0.01%-45913F-HRTimeline
Smith & Howard Wealth Management, LLC1,861$265K0.05%-8913F-HRTimeline
Vantus Wealth LLC1,859$265K0.14%13F-HRTimeline
Capital Advantage, Inc.1,857$264K0.03%-413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,857$264K<0.01%013F-HRTimelineGroup
Creative Capital Management Investments…1,819$259K0.06%013F-HRTimeline
Mutual Advisors, LLC1,817$259K<0.01%+7013F-HRTimeline
Advyzon Investment Management, LLC1,800$256K0.02%013F-HRTimeline
Colorado Capital Management, Inc.1,798$256K0.09%013F-HRTimeline
Valtinson Bruner Financial Planning LLC1,796$256K0.06%-1513F-HRTimeline
DIVERSIFIED TRUST CO1,792$255K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,788$255K0.02%+87713F-HRTimelineGroup
Legacy Financial Group LLC1,777$253K0.03%new13F-HRTimeline
Williams Financial, LLC1,768$252K0.13%new13F-HRTimeline
Basepoint Wealth LLC1,765$251K0.14%+113F-HRTimeline
GTS FINANCIAL, LLC2,160$251K0.18%-4513F-HRTimeline
Smartleaf Asset Management LLC1,774$250K0.01%013F-HRTimeline
WRAPMANAGER INC1,752$249K0.08%-1713F-HRTimeline
Olde Wealth Management, LLC1,750$249K0.07%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC1,700$242K0.05%013F-HRTimeline
Centurion Wealth Management LLC1,682$240K0.06%-1,18813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,667$237K0.02%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,660$236K<0.01%new13F-HR/ATimelineGroup
Capital Advisors Wealth Management, LLC1,660$236K0.03%+113F-HRTimeline
NORTHLAND SECURITIES, INC.1,647$235K0.14%-65013F-HRTimeline
Vestmark Advisory Solutions, Inc.1,644$234K<0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,640$234K0.01%-1,47913F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC1,630$232K0.01%new13F-HRTimeline
CIBC WORLD MARKET INC.1,628$232K<0.01%-10513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,628$232K<0.01%+1,60813F-HRTimelineGroup
BLVD Private Wealth, LLC1,619$231K0.17%new13F-HRTimeline
Sequent Planning LLC1,614$230K0.05%new13F-HRTimeline
CFS Investment Advisory Services, LLC1,617$229K0.02%-3813F-HRTimeline
Flagship Private Wealth, LLC1,592$227K0.08%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,584$226K0.01%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,560$222K0.02%new13F-HRTimeline
Hopwood Nicholas Hunter1,559$222K0.06%-29913F-HRTimeline
Federation des caisses Desjardins du Qu…1,548$220K<0.01%013F-HRTimeline
UPTICK PARTNERS, LLC1,543$220K0.03%-46013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,540$219K0.1%-10013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,540$219K<0.01%new13F-HRTimelineGroup
CURTIS WEALTH MANAGEMENT LLC1,538$219K0.19%new13F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC1,535$219K0.03%new13F-HRTimeline
Legacy Edge Advisors, LLC1,512$215K0.02%new13F-HR/ATimeline
Ausdal Financial Partners, Inc.1,507$215K0.01%new13F-HRTimeline
Firestone Capital Management1,506$214K0.04%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,501$213K0.07%-15,73713F-HRTimeline
FourThought Financial Partners, LLC1,493$213K0.02%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,491$212K0.01%+313F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC1,498$211K0.11%new13F-HRTimeline
BANK OF HAWAII1,473$210K0.01%new13F-HRTimeline
Addison Advisors LLC1,469$209K0.1%-2,48413F-HRTimeline
Baron Financial Group, LLC1,465$209K0.1%new13F-HRTimeline
LVZ, Inc.1,453$207K0.02%new13F-HRTimeline
Oxbow Advisors, LLC1,444$206K0.02%new13F-HRTimeline
APS Management Group, Inc.1,414$201K0.15%new13F-HRTimeline
Clearstead Trust, LLC1,403$200K0.03%013F-HRTimeline
MCF Advisors LLC1,371$195K0.01%013F-HRTimeline
Westside Investment Management, Inc.1,355$193K0.03%013F-HRTimeline
Evolution Advisers, Inc.1,314$187K0.07%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,296$185K0.01%-8013F-HRTimeline
Parkside Financial Bank & Trust1,230$175K0.01%013F-HRTimeline
ROGCO, LP1,226$175K0.05%013F-HRTimeline
KBC Group NVin group KBC Group NV1,199$171K<0.01%-4013F-HRTimelineGroup
Caldwell Trust Co1,200$171K0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,187$169K0.14%+18713F-HRTimeline
TD Capital Management LLC1,153$164K0.01%+213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,151$164K<0.01%-4913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,150$164K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC1,148$163K0.02%+1413F-HRTimeline
Financial Perspectives, Inc1,091$155K0.04%+213F-HRTimeline
Founders Financial Alliance, LLC1,038$148K0.02%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.960$137K0.04%013F-HRTimeline
ABOUND FINANCIAL, LLC944$134K0.05%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.925$132K0.08%+26813F-HRTimeline
Physician Wealth Advisors, Inc.918$131K0.02%+7113F-HRTimeline
Larson Financial Group LLC916$130K<0.01%+22113F-HRTimeline
Parallel Advisors, LLC884$126K<0.01%+44113F-HRTimeline
IFG Advisory, LLC806$115K<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.735$105K0.01%new13F-HRTimeline
Asset Dedication, LLC716$102K0.01%-1713F-HRTimeline
Glassman Wealth Services715$102K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp700$99.7K<0.01%013F-HRTimelineGroup
Highland Investment Advisors LLC658$93.7K0.04%13F-HRTimeline
PITTENGER & ANDERSON INC645$91.8K<0.01%013F-HRTimeline
Atlatl Advisers LLC645$91.8K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA606$86.3K0.01%013F-HRTimeline
Clearstead Advisors, LLC572$81.4K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.566$80.7K<0.01%+1513F-HRTimeline
Salomon & Ludwin, LLC541$76.9K0.01%013F-HRTimeline
ADIRONDACK TRUST CO539$76.7K0.02%013F-HRTimeline
Bank of New Hampshire510$72.6K0.02%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors500$71.2K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV480$68.3K<0.01%-27713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC461$65.6K0.01%013F-HRTimeline
Archer Investment Corp445$63.4K0.01%+14113F-HR/ATimeline
JDM Financial Group LLC445$63.4K0.02%013F-HRTimeline
Triumph Capital Management419$59.7K0.01%-20513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.413$59K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hamrick Investment Counsel, llc400$57K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC358$51K0.02%013F-HRTimeline
EASTERN BANK356$50.7K<0.01%013F-HRTimeline
IFP Advisors, Inc352$50.1K<0.01%-9213F-HRTimeline
EFG International AGin group EFG International AG325$46.3K<0.01%-1513F-HRTimelineGroup
Westfuller Advisors, LLC322$45.9K0.02%new13F-HRTimeline
Investors Portfolio Services LLC317$45.1K0.03%+113F-HRTimeline
Downshift Financial, LLC313$44.6K0.02%new13F-HRTimeline
Financial Life Planners301$42.8K0.03%+113F-HRTimeline
TD Waterhouse Canada Inc.296$42.1K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC265$37.7K<0.01%new13F-HRTimeline
First Bancorp, Inc /ME/256$36.5K0.01%new13F-HRTimeline
Legacies Wealth LLC256$36.5K0.02%013F-HRTimeline
Millstone Evans Group, LLC220$31.3K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.212$30.2K<0.01%-3,72413F-HRTimelineGroup
Copia Wealth Management210$29.9K0.02%013F-HRTimeline
Meramec Financial Planners, LLC211$29.1K0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC204$29K0.01%new13F-HRTimeline
Kilter Group LLC204$29K0.01%-213F-HRTimeline
Kennebec Savings Bank202$28.8K0.02%+1313F-HRTimeline
Regatta Research & Money Management195$27.8K0.03%13F-HRTimeline
Heritage Wealth Advisors180$25.6K<0.01%013F-HRTimeline
Timbuktu Capital Management, LLC175$24.9K0.04%13F-HRTimeline
AMERIFLEX GROUP, INC.166$23.6K0.01%-10513F-HRTimeline
WealthShield Partners, LLC164$23.4K<0.01%-4,80913F-HRTimeline
CVA Family Office, LLC158$22.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC153$21.7K<0.01%+113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC150$21.4K0.01%013F-HRTimeline
CENTRAL TRUST Co146$20.8K<0.01%013F-HRTimeline