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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
Bradley & Co. Private Wealth Management…2,871$370K0.2%013F-HRTimeline
Smartleaf Asset Management LLC2,839$368K0.01%+42813F-HRTimeline
Sage Capital Management, LLC2,835$365K0.17%013F-HRTimeline
Centurion Wealth Management LLC2,802$361K0.08%+6113F-HRTimeline
Wilson & Boucher Capital Management, LLC2,800$361K0.24%013F-HRTimeline
Gen-Wealth Partners Inc2,784$359K0.12%-23813F-HRTimeline
Per Stirling Capital Management, LLC.2,779$358K0.04%-38213F-HRTimeline
Arbor Investment Advisors, LLC2,779$358K0.05%+213F-HRTimeline
Trivium Point Advisory, LLC2,772$357K0.04%013F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC2,766$356K0.26%13F-HRTimeline
Fielder Capital Group LLC2,759$355K0.08%013F-HRTimeline
Urban Wealth Management, LLC2,757$355K0.33%13F-HRTimeline
Trilogy Capital Inc.2,754$355K0.02%-5613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,750$354K0.01%-5213F-HRTimelineGroup
Beacon Financial Advisory LLC2,713$350K0.08%+94413F-HRTimeline
Sound View Wealth Advisors Group, LLC2,694$347K0.02%013F-HRTimeline
Bison Wealth, LLC2,846$345K0.04%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,647$341K0.01%-35813F-HRTimeline
Wealth Management Associates, Inc.2,634$339K0.12%new13F-HRTimeline
Richmond Investment Services, LLC2,633$339K0.06%+11813F-HRTimeline
Buttonwood Financial Group, LLC2,537$333K0.18%-1,88813F-HRTimeline
Cypress Wealth Services, LLC2,585$333K0.05%-5213F-HRTimeline
LongView Asset Management LLC2,580$332K0.23%-1,89713F-HRTimeline
Bedminster, LLC2,570$331K0.3%13F-HRTimeline
Somerset Group LLC2,532$331K0.25%013F-HRTimeline
Keel Point, LLC2,564$330K0.02%013F-HRTimeline
J.W. COLE ADVISORS, INC.2,681$327K0.01%-2,70913F-HRTimeline
WEDBUSH SECURITIES INC2,516$324K0.01%-14413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,500$322K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,500$322K0.05%013F-HRTimeline
ASL Financial, LLC2,500$322K0.25%13F-HRTimeline
DDFG, Inc2,469$318K0.07%-1913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,402$317K<0.01%+62213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,408$310K0.01%-29513F-HRTimeline
GC Wealth Management RIA, LLC2,408$310K0.01%new13F-HRTimeline
Vise Technologies, Inc.2,394$308K0.01%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/2,387$308K0.01%-2,04513F-HRTimeline
Blume Capital Management, Inc.2,350$303K0.06%-1,00013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,330$302K0.02%new13F-HRTimeline
One Day In July LLC2,330$300K0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,328$300K<0.01%-213F-HRTimelineGroup
Vantus Wealth LLC2,315$298K0.22%13F-HRTimeline
PINNACLE ASSOCIATES LTD2,301$296K<0.01%-113F-HRTimeline
Brown Financial Advisors2,300$296K0.11%013F-HRTimeline
NORTHLAND SECURITIES, INC.2,297$296K0.28%13F-HRTimeline
Braun-Bostich & Associates Inc.2,277$293K0.18%+1413F-HRTimeline
Financial Planning Hawaii, Inc.2,275$293K0.17%13F-HRTimeline
New Covenant Trust Company, N.A.2,256$291K0.26%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,232$288K<0.01%013F-HR/ATimelineGroup
CRA Financial Services, LLC2,193$283K0.04%013F-HRTimeline
Well Done, LLC2,170$280K0.04%-313F-HRTimeline
PRENTISS SMITH & CO INC2,168$279K0.17%013F-HRTimeline
Weaver Consulting Group2,160$278K0.07%-6013F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC2,126$274K0.24%013F-HRTimeline
HOWE & RUSLING INC2,113$272K0.02%+513F-HRTimeline
Old Port Advisors2,112$272K0.07%+913F-HRTimeline
Gladstone Institutional Advisory LLC2,090$269K0.01%+413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,090$269K0.03%013F-HRTimelineGroup
Elmwood Wealth Management, Inc.2,074$267K0.08%new13F-HRTimeline
Roof Eidam Maycock Peralta, LLC2,050$264K0.06%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,040$263K<0.01%-6513F-HRTimelineGroup
RIDGECREST WEALTH PARTNERS, LLC2,038$263K0.14%013F-HRTimeline
Curi Capital, LLC2,037$262K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,036$262K0.04%+32313F-HRTimelineGroup
Van Hulzen Asset Management, LLC2,019$260K0.02%-613F-HRTimeline
WRAPMANAGER INC2,017$260K0.09%-1913F-HRTimeline
EVOKE WEALTH, LLC2,005$258K<0.01%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC2,005$258K0.14%-1113F-HRTimeline
4Thought Financial Group Inc.2,003$258K0.13%-8413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,000$258K<0.01%013F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC2,000$258K0.02%013F-HRTimeline
Tilson Financial Group, Inc.1,998$257K0.08%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,996$257K<0.01%new13F-HRTimelineGroup
Smith & Howard Wealth Management, LLC1,984$256K0.06%-5413F-HRTimeline
Koenig Investment Advisory, LLC1,975$255K0.21%13F-HRTimeline
Hopwood Nicholas Hunter1,980$255K0.08%13F-HRTimeline
Compton Financial Group, LLC1,970$254K0.06%new13F-HRTimeline
Two West Capital Advisors LLC1,964$253K0.15%-4413F-HRTimeline
Vericrest Private Wealth1,954$252K0.22%13F-HRTimeline
Insight Wealth Strategies, LLC1,952$251K0.03%-1113F-HRTimeline
Avior Wealth Management, LLC1,946$251K0.01%-8113F-HRTimeline
Darden Wealth Group Inc1,907$246K0.12%013F-HRTimeline
Valtinson Bruner Financial Planning LLC1,885$243K0.07%-62913F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC1,841$242K0.21%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,882$242K<0.01%+75213F-HRTimelineGroup
JSF Financial, LLC1,877$242K0.05%+313F-HRTimeline
Cove Private Wealth, LLC1,866$240K0.07%013F-HRTimeline
Frederick Financial Consultants, LLC1,864$240K0.13%013F-HRTimeline
Capital Advantage, Inc.1,861$240K0.03%-32313F-HRTimeline
Sunrise Financial Services, LLC1,859$239K0.18%13F-HRTimeline
UPTICK PARTNERS, LLC1,845$238K0.05%new13F-HRTimeline
Rossby Financial, LCC1,830$236K0.07%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,824$235K<0.01%-3613F-HRTimelineGroup
DIVERSIFIED TRUST CO1,824$235K<0.01%013F-HRTimeline
CIBC WORLD MARKET INC.1,819$234K<0.01%013F-HRTimeline
Creative Capital Management Investments…1,819$234K0.07%013F-HRTimeline
Snider Financial Group1,809$233K0.06%013F-HRTimeline
Colorado Capital Management, Inc.1,798$232K0.09%-90913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC1,795$231K0.08%new13F-HRTimeline
TSG Advice Partners, LLC1,765$227K0.03%13F-HRTimeline
Basepoint Wealth LLC1,763$227K0.14%+113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,762$227K0.02%-113F-HRTimeline
Olde Wealth Management, LLC1,750$225K0.07%013F-HRTimeline
CFS Investment Advisory Services, LLC1,746$225K0.02%+1213F-HRTimeline
Mutual Advisors, LLC1,744$225K<0.01%013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC1,711$220K0.03%013F-HRTimeline
Sequent Planning LLC1,683$217K0.06%-22213F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,663$214K0.01%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,658$214K0.03%+213F-HRTimeline
ProVise Management Group, LLC1,650$213K0.02%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,649$212K0.06%-14513F-HRTimeline
Flagship Private Wealth, LLC1,641$211K0.08%+313F-HRTimeline
Ausdal Financial Partners, Inc.1,641$211K0.01%-49213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,640$211K0.11%013F-HRTimeline
Cottage Street Advisors LLC1,635$211K0.09%+313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,630$210K0.01%013F-HRTimeline
High Falls Advisors, Inc1,629$210K0.04%+213F-HRTimeline
BLVD Private Wealth, LLC1,625$209K0.18%-3213F-HRTimeline
Sterling Manor Financial, LLC1,613$208K0.13%-6113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,599$206K0.01%-41513F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,597$206K0.01%-1213F-HRTimeline
Baron Financial Group, LLC1,565$202K0.11%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,552$200K0.02%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,548$199K<0.01%013F-HRTimeline
Clearstead Trust, LLC1,403$181K0.03%013F-HRTimeline
Westside Investment Management, Inc.1,355$175K0.03%013F-HRTimeline
Parkside Financial Bank & Trust1,230$158K0.01%013F-HRTimeline
Evergreen Private Wealth LLC1,220$157K0.06%-13513F-HRTimeline
Caldwell Trust Co1,200$155K0.01%013F-HRTimeline
TD Capital Management LLC1,182$152K0.01%+213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,171$151K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,150$148K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC1,134$146K0.02%-3613F-HRTimeline
Financial Perspectives, Inc1,086$140K0.04%+313F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,050$135K0.14%13F-HRTimeline
Smithfield Trust Co1,025$132K0.01%-2413F-HRTimeline
Larson Financial Group LLC962$124K<0.01%+58513F-HRTimeline
DHJJ Financial Advisors, Ltd.960$124K0.04%013F-HRTimeline
ABOUND FINANCIAL, LLC944$122K0.05%new13F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…867$112K0.01%+45413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.793$102K<0.01%-4,84813F-HRTimelineGroup
ADIRONDACK TRUST CO734$94.6K0.03%-6513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV732$94.3K0.01%-6313F-HRTimeline
McIlrath & Eck, LLC701$90.3K0.01%-27613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp700$90.2K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd655$84.4K<0.01%+24513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.651$83.9K0.07%+25613F-HRTimeline
PITTENGER & ANDERSON INC645$83.1K<0.01%-34013F-HRTimeline
Triumph Capital Management613$79K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA606$78.1K0.01%013F-HRTimeline
Clearstead Advisors, LLC572$73.7K<0.01%-5713F-HRTimeline
FAS Wealth Partners, Inc.564$72.7K<0.01%+2013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA529$68.2K<0.01%13F-HRTimelineGroup
Bank of New Hampshire510$65.7K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors500$64.4K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC493$63.5K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC474$61.5K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC461$59.4K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.413$53K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hamrick Investment Counsel, llc400$51.5K0.04%13F-HRTimeline
Asset Dedication, LLC384$49.5K<0.01%013F-HRTimeline
Legacies Wealth LLC381$49.1K0.03%-2013F-HRTimeline
QUADRANT CAPITAL GROUP LLC380$49K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC358$46.1K0.02%013F-HRTimeline
EASTERN BANK356$45.9K<0.01%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…315$40.7K<0.01%new13F-HRTimeline
Investors Portfolio Services LLC315$40.6K0.04%13F-HRTimeline
Archer Investment Corp304$39.2K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.300$38.6K0.02%-29713F-HRTimeline
TD Waterhouse Canada Inc.296$38.1K<0.01%013F-HRTimeline
IFP Advisors, Inc277$35.7K<0.01%+13613F-HRTimeline
Commonwealth Retirement Investments LLC242$31.2K0.01%new13F-HRTimeline
Millstone Evans Group, LLC220$28.3K0.02%013F-HRTimeline
Kilter Group LLC212$27.3K0.01%-1113F-HRTimeline
Meramec Financial Planners, LLC210$27.3K0.01%13F-HRTimeline
Copia Wealth Management210$27.1K0.02%013F-HRTimeline
Cornerstone Planning Group LLC187$24.8K<0.01%+5513F-HRTimeline
Kennebec Savings Bank189$24.3K0.02%013F-HRTimeline
Heritage Wealth Advisors180$23.2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.176$22.7K<0.01%-513F-HRTimeline
Ransom Advisory, Ltd170$21.9K0.01%new13F-HRTimeline
CVA Family Office, LLC158$20.4K<0.01%013F-HRTimeline
Vision Retirement, LLC157$20.2K0.01%13F-HRTimeline
Root Financial Partners, LLC156$20.1K<0.01%013F-HRTimeline
SIGNATUREFD, LLC152$19.6K<0.01%013F-HRTimeline
Camelot Portfolios, LLC152$19.6K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC150$19.3K0.01%013F-HRTimeline
CENTRAL TRUST Co146$18.8K<0.01%013F-HRTimeline
Belvedere Trading LLC144$18.6K<0.01%+3613F-HRTimeline
BALLAST ADVISORS LLC137$17.6K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC130$16.7K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …125$16K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management105$14K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC96$12.4K<0.01%013F-HRTimeline
Founders Capital Management89$11.5K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…83$10.7K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC55$7.09K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC50$6.47K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.50$6.44K<0.01%new13F-HRTimeline
Key Capital Management, INC26$3.35K<0.01%13F-HRTimeline