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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
Arbor Investment Advisors, LLC2,780$337K0.04%+113F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC2,766$335K0.25%013F-HRTimeline
BIP Wealth, LLC2,765$335K0.01%-4,30013F-HRTimeline
Fielder Capital Group LLC2,759$334K0.07%013F-HRTimeline
Beacon Financial Advisory LLC2,733$331K0.07%+2013F-HRTimeline
GC Wealth Management RIA, LLC2,715$329K0.01%+30713F-HRTimeline
Avior Wealth Management, LLC2,683$325K0.01%+73713F-HRTimeline
Sound View Wealth Advisors Group, LLC2,679$325K0.02%-1513F-HRTimeline
Wealth Management Associates, Inc.2,634$319K0.11%013F-HRTimeline
Urban Wealth Management, LLC2,619$317K0.32%-13813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,608$316K0.01%-3913F-HRTimeline
Gen-Wealth Partners Inc2,574$312K0.1%-21013F-HRTimeline
Bedminster, LLC2,570$311K0.29%013F-HRTimeline
Keel Point, LLC2,564$311K0.02%013F-HRTimeline
JB Capital LLC2,560$310K0.01%-43813F-HRTimeline
Vise Technologies, Inc.2,394$308K0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,500$303K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,500$303K0.05%013F-HRTimeline
ASL Financial, LLC2,500$303K0.24%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,402$303K<0.01%013F-HRTimeline
DDFG, Inc2,469$299K0.06%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,447$297K<0.01%+1,65413F-HRTimelineGroup
Richmond Investment Services, LLC2,398$291K0.05%-23513F-HRTimeline
AE Wealth Management LLC2,382$289K<0.01%-74613F-HRTimeline
Per Stirling Capital Management, LLC.2,377$288K0.03%-40213F-HRTimeline
MAI Capital Management2,377$288K<0.01%-65813F-HRTimeline
Brown Financial Advisors2,352$285K0.11%+5213F-HRTimeline
Blume Capital Management, Inc.2,350$285K0.05%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,328$282K<0.01%013F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.2,320$281K0.08%+67113F-HRTimeline
WEDBUSH SECURITIES INC2,318$281K0.01%-19813F-HRTimeline
PINNACLE ASSOCIATES LTD2,301$279K<0.01%013F-HRTimeline
NORTHLAND SECURITIES, INC.2,297$278K0.26%013F-HRTimeline
New Covenant Trust Company, N.A.2,256$273K0.24%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,232$270K<0.01%013F-HR/ATimelineGroup
Financial Planning Hawaii, Inc.2,232$270K0.16%-4313F-HRTimeline
OLD NATIONAL BANCORP /IN/2,207$267K<0.01%-18013F-HRTimeline
CRA Financial Services, LLC2,193$266K0.03%013F-HRTimeline
Rossby Financial, LCC2,167$265K0.06%+33713F-HRTimeline
PRENTISS SMITH & CO INC2,168$263K0.15%013F-HRTimeline
Weaver Consulting Group2,160$262K0.06%013F-HRTimeline
Snider Financial Group2,155$261K0.08%+34613F-HRTimeline
HOWE & RUSLING INC2,122$257K0.02%+913F-HRTimeline
Braun-Bostich & Associates Inc.2,110$256K0.16%-16713F-HRTimeline
Gladstone Institutional Advisory LLC2,094$254K0.01%+413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,090$253K0.03%013F-HRTimelineGroup
Elmwood Wealth Management, Inc.2,074$251K0.07%013F-HRTimeline
4Thought Financial Group Inc.2,061$250K0.12%+5813F-HRTimeline
Buttonwood Financial Group, LLC2,045$248K0.15%-49213F-HRTimeline
Koenig Investment Advisory, LLC2,044$248K0.21%+6913F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC2,038$247K0.14%013F-HRTimeline
Old Port Advisors2,037$247K0.06%-7513F-HRTimeline
EVOKE WEALTH, LLC2,005$243K<0.01%013F-HRTimeline
UPTICK PARTNERS, LLC2,003$243K0.05%+15813F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,000$242K<0.01%013F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC2,000$242K0.02%013F-HRTimeline
Tilson Financial Group, Inc.1,998$242K0.07%013F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC1,990$241K0.24%-13613F-HRTimeline
Compton Financial Group, LLC1,970$239K0.05%013F-HRTimeline
Insight Wealth Strategies, LLC1,965$238K0.03%+1313F-HRTimeline
JSF Financial, LLC1,960$238K0.05%+8313F-HRTimeline
Vericrest Private Wealth1,954$237K0.21%013F-HRTimeline
Smith & Howard Wealth Management, LLC1,950$236K0.05%-3413F-HRTimeline
Van Hulzen Asset Management, LLC1,917$232K0.02%-10213F-HRTimeline
Smithfield Trust Co1,920$232K0.01%+89513F-HRTimeline
Darden Wealth Group Inc1,907$231K0.12%013F-HRTimeline
TSG Advice Partners, LLC1,893$229K0.03%+12813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,887$229K0.02%-14913F-HRTimelineGroup
Cove Private Wealth, LLC1,866$226K0.05%013F-HRTimeline
Frederick Financial Consultants, LLC1,864$226K0.11%013F-HRTimeline
GTS FINANCIAL, LLC2,205$226K0.18%13F-HRTimeline
Capital Advantage, Inc.1,861$226K0.03%013F-HRTimeline
Hopwood Nicholas Hunter1,858$225K0.07%-12213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,857$225K<0.01%+3313F-HRTimelineGroup
CFS Investment Advisory Services, LLC1,655$221K0.02%-9113F-HRTimeline
Creative Capital Management Investments…1,819$220K0.06%013F-HRTimeline
Valtinson Bruner Financial Planning LLC1,811$219K0.06%-7413F-HRTimeline
Advyzon Investment Management, LLC1,800$218K0.02%new13F-HRTimeline
Colorado Capital Management, Inc.1,798$218K0.08%013F-HRTimeline
DIVERSIFIED TRUST CO1,792$217K<0.01%-3213F-HRTimeline
WRAPMANAGER INC1,769$214K0.07%-24813F-HRTimeline
Basepoint Wealth LLC1,764$214K0.12%+113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,762$214K0.01%013F-HRTimeline
Olde Wealth Management, LLC1,750$212K0.07%013F-HRTimeline
Mutual Advisors, LLC1,747$212K<0.01%+313F-HRTimeline
CIBC WORLD MARKET INC.1,733$210K<0.01%-8613F-HRTimeline
Smartleaf Asset Management LLC1,774$208K0.01%-1,06513F-HRTimeline
Roof Eidam Maycock Peralta, LLC1,700$206K0.05%-35013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,673$203K<0.01%-73513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,667$202K0.01%+49613F-HRTimeline
Capital Advisors Wealth Management, LLC1,659$201K0.03%+113F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,640$199K0.1%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,548$188K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,488$180K0.01%new13F-HRTimeline
Clearstead Trust, LLC1,403$170K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,376$167K0.01%-22113F-HRTimeline
MCF Advisors LLC1,371$166K0.01%new13F-HRTimeline
Westside Investment Management, Inc.1,355$164K0.03%013F-HRTimeline
KBC Group NVin group KBC Group NV1,239$150K<0.01%-1,78713F-HRTimelineGroup
Parkside Financial Bank & Trust1,230$149K0.01%013F-HRTimeline
ROGCO, LP1,226$149K0.05%-6,67513F-HRTimeline
Caldwell Trust Co1,200$145K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,200$145K<0.01%-68213F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC1,186$144K0.01%new13F-HRTimeline
TD Capital Management LLC1,151$140K0.01%-3113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,150$139K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC1,134$137K0.02%013F-HRTimeline
Financial Perspectives, Inc1,089$132K0.04%+313F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,000$121K0.12%-5013F-HRTimeline
DHJJ Financial Advisors, Ltd.960$116K0.04%013F-HRTimeline
ABOUND FINANCIAL, LLC944$114K0.05%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…911$110K0.01%+4413F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC883$107K0.03%new13F-HRTimeline
Scarborough Advisors, LLC850$103K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.847$103K0.01%+67113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV757$91.7K0.01%+2513F-HRTimeline
Asset Dedication, LLC733$88.8K0.01%+34913F-HRTimeline
McIlrath & Eck, LLC730$88.4K0.01%+2913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp700$84.8K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC695$84.2K<0.01%-26713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.657$79.6K0.06%+613F-HRTimeline
PITTENGER & ANDERSON INC645$78.2K<0.01%013F-HRTimeline
Triumph Capital Management624$75.6K0.02%+1113F-HRTimeline
PRIVATE TRUST CO NA606$73.4K0.01%013F-HRTimeline
Clearstead Advisors, LLC572$69.3K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.551$66.8K<0.01%-1313F-HRTimeline
Salomon & Ludwin, LLC541$66.2K0.01%+6713F-HRTimeline
ADIRONDACK TRUST CO539$65.3K0.02%-19513F-HRTimeline
Bank of New Hampshire510$61.8K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors500$60.6K<0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC461$55.9K0.01%013F-HRTimeline
JDM Financial Group LLC445$53.9K0.02%new13F-HRTimeline
IFP Advisors, Inc444$53.8K<0.01%+16713F-HRTimeline
Parallel Advisors, LLC443$53.7K<0.01%-5013F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.413$50K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hamrick Investment Counsel, llc400$48.5K0.03%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC380$46.1K<0.01%013F-HR/ATimeline
Medallion Wealth Advisors, LLC358$43.4K0.01%013F-HRTimeline
EASTERN BANK356$43.1K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG340$41.2K<0.01%new13F-HRTimelineGroup
Investors Portfolio Services LLC316$38.3K0.04%+113F-HRTimeline
Archer Investment Corp304$36.8K0.01%013F-HRTimeline
Financial Life Planners300$36.4K0.03%new13F-HRTimeline
TD Waterhouse Canada Inc.296$36.2K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd297$36K<0.01%-35813F-HRTimeline
AMERIFLEX GROUP, INC.271$32.9K0.02%-2913F-HRTimeline
Legacies Wealth LLC256$31K0.02%-12513F-HRTimeline
Meramec Financial Planners, LLC211$28.1K0.01%+113F-HRTimeline
Millstone Evans Group, LLC220$26.7K0.02%013F-HRTimeline
Copia Wealth Management210$25.4K0.02%013F-HRTimeline
Kilter Group LLC206$25K0.01%-613F-HRTimeline
Kennebec Savings Bank189$22.9K0.02%013F-HRTimeline
Heritage Wealth Advisors180$21.8K<0.01%013F-HRTimeline
CVA Family Office, LLC158$19.1K<0.01%013F-HRTimeline
Vision Retirement, LLC157$19K0.01%013F-HRTimeline
SIGNATUREFD, LLC152$18.5K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC150$18.2K0.01%013F-HRTimeline
CENTRAL TRUST Co146$17.7K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC137$16.6K<0.01%013F-HR/ATimeline
EVERMAY WEALTH MANAGEMENT LLC130$15.8K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …125$15.1K<0.01%013F-HRTimelineGroup
Sunrise Financial Services, LLC118$14.3K0.01%-1,74113F-HRTimeline
Hanson & Doremus Investment Management105$13K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC96$11.6K<0.01%013F-HRTimeline
Founders Capital Management89$10.8K0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS83$10.1K<0.01%-12,42413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA75$9.09K<0.01%-45413F-HRTimelineGroup
STRATEGIC ADVISORY PARTNERS, LLC57$6.91K0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC55$6.67K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC50$6.1K<0.01%013F-HR/ATimeline
Strategic Wealth Partners, Ltd.50$6.06K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC42$5.1K<0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…30$3.67K<0.01%-5313F-HRTimeline
Key Capital Management, INC26$3.15K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC24$2.91K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…20$2.42K<0.01%+413F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC20$2.42K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.16$1.94K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…13$1.57K<0.01%+313F-HRTimeline
TSFG, LLC6$1K<0.01%013F-HRTimeline
American Capital Advisory, LLC6$728<0.01%-313F-HRTimeline
Atomic Invest LLC6$676<0.01%new13F-HRTimeline
Abound Wealth Management4$526<0.01%new13F-HRTimeline
Your Advocates Ltd., LLP1$122<0.01%013F-HRTimeline
Signature Resources Capital Management,…1$121<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.0$35<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.