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Disclosery

DSI ISHARES TR

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SHS (fund)

560 managers (568 13F filers) reported a position in DSI shares at 2024-12-31, 27,038,954 shares in all. 29 filers opened a position and 25 filers sold out during the quarter.

Managers
560
13F filers
568
New
29
Added
158
Reduced
219
Sold out
25
Shares held by filers
27,038,954

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY4,753,008$524M0.04%-116,61913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,586,051$285M-214,897Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,691,058$186M0.02%+132,73513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,390,912$153M0.01%-135,77913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,020,431$113M0.02%+47,18313F-HRTimelineGroup
LPL Financial LLC1,005,714$111M0.05%+187,59713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC940,619$104M0.03%-42,10113F-HRTimelineGroup
IMA Advisory Services, Inc.851,724$93.7M11.28%new13F-HRTimeline
UBS Group AGin group UBS Group AG497,697$54.9M0.01%+15,37413F-HRTimelineGroup
Betterment LLC425,114$46.9M0.11%-14,86013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\401,934$44.3M0.06%+12,23913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC323,324$35.6M0.06%+14,18713F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO281,446$31M0.04%-4,61613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC269,557$29.7M0.06%+5,73013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC252,040$27.8M0.01%-7,65913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN250,533$27.6M0.01%-37,16213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.238,644$26.3M0.06%+3,32413F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC238,654$26.3M0.04%+21,09113F-HRTimeline
Essential Planning, LLC.233,601$26.1M0.17%+229,90413F-HRTimeline
National Philanthropic Trust212,482$23.4M0.34%-19,99913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding206,667$22.8M+68,760Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC190,488$21M0.01%13F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…189,142$20.9M0.05%+24,55013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP187,788$20.7M0.03%-2,96313F-HRTimelineGroup
Creative Planningin group Creative Planning183,832$20.3M0.02%-80413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC166,729$18.4M0.19%-11,10513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA154,752$17.1M<0.01%+15,93613F-HRTimelineGroup
TRILLIUM ASSET MANAGEMENT, LLC153,031$16.9M0.44%+79,09613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS144,556$15.9M0.05%-3,08813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co143,966$15.9M0.21%-1,33613F-HRTimelineGroup
Cetera Investment Advisers139,912$15.4M0.03%-4,66913F-HRTimeline
Manchester Capital Management LLC131,871$14.5M1.69%+7,01213F-HRTimeline
Private Advisor Group, LLC128,852$14.2M0.08%-37113F-HRTimeline
Gemmer Asset Management LLC126,319$13.9M1.37%-65313F-HRTimeline
Dunhill Financial, LLC119,199$13.1M6.11%-9,11813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…116,888$13.1M0.03%-9,08713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC116,698$12.9M0.04%-12,47513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV112,681$12.4M0.03%-10,69913F-HRTimeline
Advisory Services Network, LLC106,962$11.8M0.22%+12,49613F-HRTimeline
HILL ISLAND FINANCIAL LLC102,475$11.3M3.3%-2,46013F-HRTimeline
Francis Financial, Inc.102,385$11.3M2.87%-3,73313F-HRTimeline
Mascoma Wealth Management LLC99,105$10.9M2.74%-4,68213F-HRTimeline
PFG Investments, LLC92,668$10.2M0.64%+82813F-HRTimeline
Cambridge Investment Research Advisors,…85,910$9.47M0.03%+2,70413F-HRTimeline
Composition Wealth, LLC83,090$9.16M0.19%-41113F-HRTimeline
NATURAL INVESTMENTS, LLC81,269$8.96M2.48%13F-HRTimeline
HighTower Advisors, LLC78,755$8.68M0.01%+8,70113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding76,532$8.44M+8,852Timeline
CWM, LLCin group CWM, LLC75,036$8.27M0.03%-15,98613F-HRTimelineGroup
COMERICA BANK72,154$7.95M0.03%+4,86613F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding71,800$7.92M+30,782Timeline
Beacon Pointe Advisors, LLC71,661$7.9M0.09%-9,10613F-HRTimeline
Atria Wealth Solutions, Inc.70,218$7.74M0.08%-6,79313F-HRTimeline
CHOREO, LLC70,179$7.74M0.11%-1,67113F-HRTimeline
Perigon Wealth Management, LLC64,807$7.23M0.18%+12,05113F-HRTimeline
Strategic Point Investment Advisors, LLC64,161$7.07M1.15%+4613F-HRTimeline
First Affirmative Financial Network63,064$6.95M4.01%-6,31813F-HRTimeline
SageView Advisory Group, LLC62,713$6.91M0.3%-93513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP60,739$6.7M0.01%-2,43113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/59,961$6.61M<0.01%-22213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP56,733$6.25M0.01%+15,00113F-HRTimelineGroup
Brio Consultants, LLC55,693$6.14M0.96%+3,99313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.54,563$6.11M0.29%+1,33713F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC52,044$5.74M0.12%+20513F-HRTimelineGroup
DOHJ, LLC49,883$5.5M1.27%+15113F-HRTimeline
HEADINVEST, LLC49,595$5.47M1.03%+6,22813F-HRTimeline
SOA Wealth Advisors, LLC.49,115$5.41M1%-1,36613F-HR/ATimeline
NorthCoast Asset Management LLC47,712$5.26M0.03%+90413F-HR/ATimeline
One Wealth Advisors, LLC47,117$5.19M0.77%-3,91513F-HRTimeline
Janney Montgomery Scott LLC42,373$4.67M0.01%-1,64713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC42,316$4.67M0.01%+44413F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC42,179$4.65M0.21%+4,94413F-HRTimelineGroup
Columbia Bank42,436$4.65M1.61%+3,17013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …41,942$4.62M0.13%+1,70813F-HRTimelineGroup
Litman Gregory Wealth Management LLC40,236$4.44M0.38%-51213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…40,113$4.42M0.09%+39,72813F-HRTimelineGroup
One Capital Management, LLC39,980$4.41M0.15%-30613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…39,799$4.39M0.04%-3,88213F-HRTimelineGroup
Laurel Wealth Planning LLC38,021$4.19M2.7%-72913F-HRTimeline
Allianz SEin group Allianz SE37,735$4.16M0.11%-1,69213F-HRTimelineGroup
Cranbrook Wealth Management, LLC36,954$4.07M0.94%-50113F-HRTimeline
Orion Porfolio Solutions, LLC36,771$4.05M0.04%+1,73213F-HRTimeline
Orion Portfolio Solutions, LLC36,771$4.05M0.04%+1,73213F-HRTimeline
Wealthspire Advisors, LLC36,467$4.02M0.04%-1,74213F-HRTimeline
Accredited Investors Inc.35,964$3.97M0.23%-1,87013F-HRTimeline
Neumann Capital Management, LLC35,898$3.96M1.31%-95013F-HRTimeline
Moment Partners, LLC35,192$3.88M0.74%13F-HRTimeline
BAILARD, INC.34,447$3.8M0.1%+80413F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC33,930$3.74M1.04%013F-HRTimeline
First Horizon Advisors, Inc.33,818$3.73M0.1%-7,38813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,369$3.68M<0.01%-1,56613F-HRTimelineGroup
Horst & Graben Wealth Management LLC33,294$3.67M0.65%+17713F-HRTimeline
BBR PARTNERS, LLC32,339$3.57M0.25%+2513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.32,010$3.53M<0.01%+13,59213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources31,891$3.52M<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding31,757$3.5M+4,477Timeline
Integrated Wealth Concepts LLC31,736$3.5M0.04%-13,95613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,063$3.31M0.02%-16313F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO30,059$3.31M0.2%-30013F-HRTimelineGroup
Institute for Wealth Management, LLC.30,032$3.31M0.42%+1,79513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,959$3.3M0.03%-1,52313F-HRTimelineGroup
Sanctuary Advisors, LLC29,168$3.29M0.02%-94813F-HRTimeline
Independent Advisor Alliance29,743$3.28M0.04%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29,265$3.23M<0.01%-38913F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…28,409$3.13M0.01%013F-HRTimelineGroup
&PARTNERS27,639$3.09M0.04%+22,06913F-HRTimeline
Snowden Capital Advisors LLC27,517$3.03M0.09%-3,14613F-HRTimeline
Steward Partners Investment Advisory, L…27,414$3.02M0.03%+28813F-HRTimeline
Bangor Savings Bank27,390$3.02M0.28%-35713F-HRTimeline
Investor's Fiduciary Advisor Network, L…27,316$3.01M1.15%13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV26,816$2.96M1.01%+1,06713F-HRTimeline
Creekside Partners26,348$2.9M1.51%-56113F-HRTimeline
Allworth Financial LP24,801$2.86M0.02%+29913F-HRTimeline
Shepherd Financial Partners LLC25,785$2.84M0.34%-1,16013F-HRTimeline
FSA WEALTH PARTNERS, INC.25,764$2.84M0.67%+56813F-HRTimeline
Cresset Asset Management, LLC25,742$2.84M0.01%-30,63213F-HRTimeline
Wealthfront Advisers LLC25,686$2.83M0.01%+4,92613F-HR/ATimeline
FORBES J M & CO LLP25,532$2.81M0.27%-38513F-HRTimeline
Sharkey, Howes & Javer25,319$2.79M0.39%-92113F-HRTimeline
Gibson Capital, LLC25,104$2.77M0.57%-5513F-HRTimeline
NewEdge Advisors, LLC24,496$2.7M0.02%+5,43513F-HRTimeline
Cornerstone Wealth Management, LLC24,008$2.65M0.18%-1,23513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,967$2.64M0.01%+7,17613F-HR/ATimeline
WEALTHCARE CAPITAL MANAGEMENT LLC23,907$2.64M0.27%-1,00113F-HRTimeline
Financial Insights, Inc.23,867$2.63M0.98%-19413F-HRTimeline
Stanich Group LLC23,662$2.61M1.95%13F-HRTimeline
Chicago Partners Investment Group LLC23,360$2.59M0.09%-35713F-HRTimeline
SAPIENT CAPITAL LLC23,147$2.55M0.05%013F-HRTimeline
BLAIR WILLIAM & CO/IL23,122$2.55M0.01%-14413F-HRTimeline
ALTFEST L J & CO INC22,844$2.52M0.32%-1,35213F-HRTimeline
Schneider Downs Wealth Management Advis…22,579$2.49M0.47%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC22,168$2.44M0.08%-6813F-HRTimeline
Eley Financial Management, Inc21,895$2.41M0.94%+91013F-HRTimeline
Diversified Enterprises, LLC21,337$2.35M0.23%+4,26213F-HRTimeline
PFG Advisors20,974$2.31M0.14%-32913F-HRTimeline
Impact Investors, Inc20,718$2.28M1.77%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,525$2.26M0.14%+1,48013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.20,522$2.26M0.01%-2,41613F-HRTimeline
Topel & Distasi Wealth Management, LLC20,360$2.24M0.96%-15513F-HRTimeline
SigFig Wealth Management, LLC20,091$2.23M0.08%-83013F-HRTimeline
BigSur Wealth Management LLC20,000$2.21M0.63%013F-HRTimeline
Arlington Financial Advisors, LLC19,627$2.16M0.43%+65513F-HRTimeline
FMR LLCin group FMR LLC19,568$2.16M<0.01%+6,56313F-HRTimelineGroup
CONSCIOUS WEALTH INVESTMENTS, LLC18,875$2.13M1.44%+2,29613F-HRTimeline
HB Wealth Management, LLC19,226$2.12M0.02%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp19,097$2.11M0.01%013F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.18,769$2.07M1.67%+1,13713F-HRTimeline
Davis Wealth Advisors, LLC18,530$2.04M2.25%13F-HRTimeline
NewEdge Wealth, LLC18,194$2.01M0.03%013F-HRTimeline
VICUS CAPITAL18,103$2M0.18%-13513F-HRTimeline
Onyx Bridge Wealth Group LLC17,475$1.93M0.28%+49613F-HRTimeline
Modera Wealth Management, LLC17,286$1.91M0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,138$1.89M0.06%-52313F-HRTimelineGroup
Aptus Capital Advisors, LLC17,132$1.89M0.02%+13,66813F-HRTimeline
Allodium Investment Consultants, LLC16,919$1.87M1.56%13F-HRTimeline
Charter Oak Capital Management, LLC16,671$1.84M0.17%-7813F-HRTimeline
Baker Avenue Asset Management, LP16,671$1.84M0.06%-42413F-HRTimeline
Revolve Wealth Partners, LLC16,668$1.84M0.27%+11913F-HR/ATimeline
Elios Financial Group Inc.16,259$1.79M0.85%-98613F-HRTimeline
MassMutual Private Wealth & Trust, FSB15,840$1.75M0.05%-14,21913F-HRTimeline
SVB WEALTH LLC15,592$1.72M0.03%new13F-HRTimeline
Sequoia Financial Advisors, LLC15,253$1.68M0.02%-2,48013F-HR/ATimeline
Boston Standard Wealth Management, LLC15,237$1.68M0.33%+4513F-HRTimeline
GeoWealth Management, LLC15,185$1.67M0.05%+7,39913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC15,100$1.66M<0.01%+9,50013F-HRTimeline
Investors Research Corp14,981$1.65M0.36%+7913F-HRTimeline
White Lighthouse Investment Management …14,944$1.65M0.29%-17913F-HRTimeline
EP Wealth Advisors, LLC14,913$1.64M0.01%-17913F-HRTimeline
Grant/GrossMendelsohn, LLC14,538$1.6M0.84%013F-HRTimeline
Ulland Investment Advisors, LLC14,260$1.57M1%013F-HRTimeline
WHITTIER TRUST CO13,940$1.54M0.02%+17313F-HRTimeline
TOWNSQUARE CAPITAL LLC13,737$1.51M0.02%+3,68913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,694$1.51M<0.01%-1,13513F-HRTimelineGroup
Tempus Wealth Planning, LLC13,531$1.49M0.46%+13613F-HRTimeline
ASPIRIANT, LLC13,494$1.49M0.05%+7,25613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,283$1.46M0.03%+7913F-HRTimeline
Focus Financial Network, Inc.13,168$1.45M0.06%-2713F-HRTimeline
SAGE FINANCIAL GROUP INC13,112$1.45M0.12%-3,98413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,040$1.44M<0.01%-5,73213F-HRTimelineGroup
CX Institutional12,677$1.4M0.06%-56413F-HRTimeline
Clear Harbor Asset Management, LLC12,173$1.34M0.11%+14413F-HRTimeline
Continuum Advisory, LLC12,083$1.33M0.17%-20413F-HRTimeline
Bordeaux Wealth Advisors LLC12,000$1.32M0.21%013F-HR/ATimeline
Austin Private Wealth, LLC11,894$1.31M0.12%-53313F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp11,881$1.31M0.18%-59913F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC11,592$1.28M0.03%+6,37313F-HRTimeline
MGO ONE SEVEN LLC11,449$1.26M0.05%-85913F-HRTimeline
MA Private Wealth11,343$1.25M0.23%+6513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,153$1.24M<0.01%013F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …11,241$1.23M0.07%-4,57413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…10,423$1.2M0.07%+1613F-HRTimeline
Great Diamond Partners, LLC10,806$1.19M0.31%+513F-HRTimeline
Wealth Management Partners, LLC10,805$1.19M0.51%-213F-HRTimeline
Regal Investment Advisors LLC10,747$1.18M0.09%-1,10013F-HRTimeline
Hershey Financial Advisers, LLC10,710$1.18M1.04%13F-HRTimeline
Bensler, LLC10,670$1.18M0.14%-1513F-HRTimeline
Bond & Devick Financial Network, Inc.10,712$1.17M0.5%013F-HRTimeline
Dorsey & Whitney Trust CO LLC10,436$1.15M0.06%-2,51413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,066$1.11M0.02%-13013F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding9,997$1.1M-843Timeline