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Disclosery

DSI ISHARES TR

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SHS (fund)

540 managers (547 13F filers) reported a position in DSI shares at 2025-03-31, 24,855,064 shares in all. 28 filers opened a position and 42 filers sold out during the quarter.

Managers
540
13F filers
547
New
28
Added
182
Reduced
214
Sold out
42
Shares held by filers
24,855,064

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sound View Wealth Advisors Group, LLC2,694$276K0.02%-84713F-HRTimeline
JNBA Financial Advisors2,673$274K0.03%-17013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,621$268K0.02%-20713F-HRTimeline
Somerset Group LLC2,576$264K0.24%+20813F-HRTimeline
Sovran Advisors, LLC2,728$264K0.03%+79113F-HRTimeline
Keel Point, LLC2,564$263K0.02%013F-HRTimeline
Gateway Wealth Partners, LLC2,558$262K0.06%+33213F-HRTimeline
Smartleaf Asset Management LLC2,531$258K0.02%013F-HRTimeline
Erickson Financial Group, LLC2,488$255K0.19%+28413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding2,484$254K-4,451Timeline
MRA Advisory Group2,478$254K0.14%-20013F-HRTimeline
HRT FINANCIAL LP2,428$248K<0.01%new13F-HRTimeline
Braun-Bostich & Associates Inc.2,394$245K0.18%-11413F-HRTimeline
Simplicity Wealth,LLC2,368$242K0.02%new13F-HRTimeline
AlphaCore Capital LLC2,350$241K0.02%new13F-HRTimeline
GPS Wealth Strategies Group, LLC2,346$240K0.03%+113F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC2,347$240K0.04%-44913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,300$236K<0.01%-12,80013F-HRTimeline
Brown Financial Advisors2,300$236K0.1%+3813F-HRTimeline
Well Done, LLC2,114$233K0.04%-22413F-HRTimeline
CRA Financial Services, LLC2,275$233K0.04%-13313F-HRTimeline
PINNACLE ASSOCIATES LTD2,268$232K<0.01%new13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH52,207$231K<0.01%-7,06713F-HRTimelineGroup
Claro Advisors Inc.2,245$230K0.03%-13413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,232$229K<0.01%013F-HRTimelineGroup
Weaver Consulting Group2,220$227K0.07%013F-HRTimeline
Valtinson Bruner Financial Planning LLC2,201$225K0.08%-15813F-HRTimeline
PRENTISS SMITH & CO INC2,168$222K0.14%013F-HRTimeline
Capital Asset Advisory Services LLC2,121$220K0.01%new13F-HRTimeline
Modern Wealth Management, LLC2,143$219K0.01%013F-HR/ATimeline
May Hill Capital, LLC2,139$219K0.08%new13F-HRTimeline
CIBC WORLD MARKET INC.2,135$219K<0.01%new13F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC2,126$218K0.23%013F-HRTimeline
BURNS J W & CO INC/NY2,124$218K0.03%-80013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,121$217K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,956$216K<0.01%013F-HRTimelineGroup
Old Port Advisors2,103$215K0.06%013F-HRTimeline
HOWE & RUSLING INC2,093$214K0.02%+513F-HRTimeline
4Thought Financial Group Inc.2,093$214K0.13%-18213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,090$214K0.02%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC2,079$213K0.01%+513F-HRTimeline
Smith & Howard Wealth Management, LLC2,078$213K0.06%-4513F-HRTimeline
Roof Eidam Maycock Peralta, LLC2,050$210K0.06%013F-HRTimeline
Avior Wealth Management, LLC2,040$209K0.01%+313F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC2,038$209K0.11%-213F-HRTimeline
Rossby Financial, LCC2,052$208K0.09%-9613F-HRTimeline
Van Hulzen Asset Management, LLC2,025$207K0.02%013F-HRTimeline
EVOKE WEALTH, LLC2,005$205K0.01%013F-HRTimeline
Tilson Financial Group, Inc.1,998$205K0.08%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,000$205K<0.01%013F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC2,000$205K0.02%013F-HRTimeline
Insight Wealth Strategies, LLC1,997$205K0.03%-2113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,975$202K<0.01%+913F-HRTimelineGroup
MAI Capital Management1,901$195K<0.01%+19113F-HRTimeline
JFS WEALTH ADVISORS, LLC1,850$189K0.01%+8613F-HRTimeline
Creative Capital Management Investments…1,819$186K0.07%013F-HRTimeline
AllSquare Wealth Management LLC1,767$181K0.11%013F-HRTimeline
Smithfield Trust Co1,759$180K0.01%-9613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,754$180K0.02%013F-HRTimeline
Olde Wealth Management, LLC1,750$179K0.06%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,780$175K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,690$173K0.1%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,648$169K<0.01%+9313F-HRTimeline
Clearstead Trust, LLC1,403$144K0.03%-47413F-HRTimeline
Lowe Wealth Advisors, LLC1,388$142K0.06%013F-HRTimeline
Westside Investment Management, Inc.1,355$139K0.03%013F-HRTimeline
Evergreen Private Wealth LLC1,355$139K0.06%-313F-HRTimeline
Rise Advisors, LLC1,327$136K0.06%+313F-HRTimeline
IFP Advisors, Inc1,266$130K<0.01%+79013F-HRTimeline
Parkside Financial Bank & Trust1,230$126K0.02%013F-HRTimeline
Caldwell Trust Co1,200$123K0.01%013F-HRTimeline
McIlrath & Eck, LLC1,198$123K0.02%+4013F-HRTimeline
TD Capital Management LLC1,175$120K0.01%-4713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,150$118K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,130$116K<0.01%+19013F-HRTimelineGroup
Asset Dedication, LLC1,085$111K0.01%+1,05213F-HRTimeline
Financial Perspectives, Inc1,078$110K0.04%+28113F-HRTimeline
Princeton Global Asset Management LLC1,028$105K0.02%+6113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,026$105K0.01%+1313F-HRTimeline
PrairieView Partners, LLC1,034$105K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC985$101K<0.01%-25013F-HRTimeline
ABOUND FINANCIAL, LLC944$96.7K0.05%new13F-HRTimeline
Bristlecone Advisors, LLC855$87.6K0.01%013F-HRTimeline
ADIRONDACK TRUST CO799$81.8K0.03%+1913F-HRTimeline
PRIVATE TRUST CO NA715$73.2K0.01%-51813F-HRTimeline
Sandy Spring Bank700$71.7K<0.01%013F-HRTimeline
Clearstead Advisors, LLC629$64.4K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp623$63.8K<0.01%new13F-HRTimelineGroup
FAS Wealth Partners, Inc.542$55.5K<0.01%-1113F-HRTimeline
AMERIFLEX GROUP, INC.521$53.4K0.02%+4613F-HRTimeline
Parallel Advisors, LLC514$52.6K<0.01%-1513F-HRTimeline
Bank of New Hampshire510$52.2K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors500$51.2K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC474$48.5K0.01%+6313F-HRTimeline
Mattson Financial Services, LLC467$47.8K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC463$47.4K0.01%-2613F-HRTimeline
DHJJ Financial Advisors, Ltd.436$44.7K0.02%013F-HRTimeline
Qube Research & Technologies Ltd413$42.3K<0.01%-49813F-HRTimeline
Transce3nd, LLC403$41.3K0.02%+5413F-HRTimeline
Legacies Wealth LLC401$41.1K0.03%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC380$38.9K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC358$36.8K0.02%013F-HRTimeline
EASTERN BANK356$36.5K<0.01%-18113F-HRTimeline
Clean Yield Group355$36.4K0.01%new13F-HRTimeline
WealthTrak Capital Management LLC326$33.4K0.03%013F-HRTimeline
Archer Investment Corp304$31.1K0.01%013F-HRTimeline
Capital A Wealth Management, LLC302$30.9K0.03%013F-HRTimeline
TD Waterhouse Canada Inc.296$30.5K<0.01%-15013F-HRTimeline
Columbia River Financial Group, LLC297$30K0.02%new13F-HRTimeline
Larson Financial Group LLC275$28.2K<0.01%+113F-HRTimeline
CENTRAL TRUST Co274$28.1K<0.01%+2013F-HRTimeline
Cornerstone Planning Group LLC268$26.3K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT222$22.7K<0.01%013F-HRTimeline
Copia Wealth Management210$21.5K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.182$18.6K<0.01%-113F-HRTimeline
Heritage Wealth Advisors180$18.4K<0.01%013F-HRTimeline
Global Financial Private Client, LLC179$18.3K0.01%+613F-HRTimeline
Hanson & Doremus Investment Management171$18K<0.01%013F-HRTimeline
Kennebec Savings Bank161$16.5K0.02%013F-HRTimeline
CVA Family Office, LLC158$16.2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC152$15.6K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC150$15.4K0.01%013F-HRTimeline
BALLAST ADVISORS LLC137$14K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC130$13.3K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …125$13K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC96$9.83K<0.01%-93813F-HRTimeline
Founders Capital Management89$9.11K0.01%013F-HRTimeline
Brooklyn Investment Group76$7.78K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA75$7.68K<0.01%013F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC55$5.63K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…49$5.02K<0.01%-14013F-HRTimelineGroup
Tortoise Investment Management, LLC45$4.61K<0.01%013F-HR/ATimeline
Hexagon Capital Partners LLC40$4.1K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC39$4.03K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.24$2.46K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC20$2.05K<0.01%013F-HRTimeline
TSFG, LLC6$1K<0.01%013F-HRTimeline
American Capital Advisory, LLC9$922<0.01%-3713F-HRTimeline
Keystone Global Partners, LLC1$102<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-10,42313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.