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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
MORGAN STANLEYin group MORGAN STANLEY3,903,807$400M0.03%-849,20113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,478,680$254M-107,371Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,444,324$148M0.01%-246,73413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,240,769$127M0.01%-150,14313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,110,053$114M0.02%+89,62213F-HRTimelineGroup
LPL Financial LLC1,010,417$103M0.04%+4,70313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC989,124$101M0.03%+48,50513F-HRTimelineGroup
UBS Group AGin group UBS Group AG464,252$47.5M0.01%-33,44513F-HRTimelineGroup
IMA Advisory Services, Inc.416,825$42.5M5.04%-434,89913F-HRTimeline
Betterment LLC409,944$42M0.1%-15,17013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\343,418$35.2M0.05%-58,51613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC322,703$33M0.05%-62113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC292,513$30M0.06%+22,95613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO277,866$28.5M0.04%-3,58013F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…273,410$28M0.07%+84,26813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC269,934$27.6M0.01%+17,89413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN220,864$22.6M0.01%-29,66913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC204,711$21M0.03%-33,94313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC197,360$20.2M0.01%+6,87213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP188,833$19.3M0.03%+1,04513F-HRTimelineGroup
Creative Planningin group Creative Planning183,084$18.7M0.02%-74813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC172,260$17.6M0.22%+5,53113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.168,799$17.3M0.04%-69,84513F-HRTimelineGroup
Manchester Capital Management LLC167,092$17.1M2.1%+35,22113F-HRTimeline
National Philanthropic Trust162,874$16.7M0.27%-49,60813F-HRTimeline
Cetera Investment Advisers160,478$16.4M0.03%+20,56613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA159,822$16.4M<0.01%+5,07013F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS148,797$15.2M0.04%+4,24113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co143,468$14.7M0.19%-49813F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding142,614$14.6M-64,053Timeline
Gemmer Asset Management LLC128,546$13.2M1.32%+2,22713F-HRTimeline
Private Advisor Group, LLC124,514$12.8M0.08%-4,33813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV117,316$12M0.03%+4,63513F-HRTimeline
MML INVESTORS SERVICES, LLC116,661$11.9M0.04%-3713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…104,466$11.3M0.02%-12,42213F-HR/ATimelineGroup
TRILLIUM ASSET MANAGEMENT, LLC105,571$10.8M0.31%-47,46013F-HRTimeline
Advisory Services Network, LLC105,113$10.8M0.21%-1,84913F-HRTimeline
Francis Financial, Inc.102,576$10.5M2.55%+19113F-HRTimeline
Dunhill Financial, LLC101,912$10.4M4.75%-17,28713F-HRTimeline
HILL ISLAND FINANCIAL LLC100,734$10.3M3.02%-1,74113F-HRTimeline
NATURAL INVESTMENTS, LLC94,028$9.63M2.73%+12,75913F-HRTimeline
PFG Investments, LLC93,475$9.57M0.61%+80713F-HRTimeline
Beacon Pointe Advisors, LLC84,167$8.62M0.1%+12,50613F-HRTimeline
Mascoma Wealth Management LLC82,706$8.47M2.11%-16,39913F-HRTimeline
Composition Wealth, LLC80,881$8.28M0.17%-2,20913F-HRTimeline
Atria Wealth Solutions, Inc.79,046$8.1M0.1%+8,82813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding76,532$7.84M0Timeline
CWM, LLCin group CWM, LLC76,076$7.79M0.03%+1,04013F-HRTimelineGroup
HighTower Advisors, LLC73,354$7.51M0.01%-5,40113F-HRTimeline
Wealthspire Advisors, LLC72,984$7.47M0.04%+36,51713F-HRTimeline
Cambridge Investment Research Advisors,…69,568$7.12M0.02%-16,34213F-HRTimeline
SCS Capital Management LLC68,769$7.04M0.09%new13F-HR/ATimeline
COMERICA BANK67,722$6.94M0.03%-4,43213F-HRTimeline
CHOREO, LLC65,381$6.7M0.1%-4,79813F-HRTimeline
Strategic Point Investment Advisors, LLC63,671$6.52M1.09%-49013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP59,961$6.14M0.01%-77813F-HRTimelineGroup
Perigon Wealth Management, LLC59,867$6.13M0.16%-4,94013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/58,998$6.04M<0.01%-96313F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.56,831$5.82M0.28%+2,26813F-HRTimelineGroup
Brio Consultants, LLC55,516$5.69M0.89%-17713F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding54,581$5.59M-17,219Timeline
HEADINVEST, LLC52,244$5.35M1.04%+2,64913F-HRTimeline
DOHJ, LLC49,998$5.12M1.17%+11513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,997$5.12M0.01%+42,73013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC49,618$5.08M0.1%-2,42613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …48,223$4.94M0.13%+6,28113F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC48,213$4.94M0.23%+6,03413F-HRTimelineGroup
NorthCoast Asset Management LLC46,509$4.76M0.02%-1,20313F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC44,504$4.56M0.01%+2,18813F-HRTimelineGroup
Janney Montgomery Scott LLC43,777$4.48M0.01%+1,40413F-HRTimeline
One Wealth Advisors, LLC43,722$4.48M0.67%-3,39513F-HRTimeline
Columbia Bank42,541$4.36M1.51%+10513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,089$4.31M<0.01%-14,64413F-HRTimelineGroup
Allianz SEin group Allianz SE41,900$4.29M0.11%+4,16513F-HRTimelineGroup
SageView Advisory Group, LLC41,880$4.29M0.18%-20,83313F-HRTimeline
First Affirmative Financial Network40,502$4.15M2.54%-22,56213F-HRTimeline
Litman Gregory Wealth Management LLC40,037$4.1M0.35%-19913F-HRTimeline
Orion Porfolio Solutions, LLC37,813$3.87M0.04%+1,04213F-HRTimeline
Orion Portfolio Solutions, LLC37,813$3.87M0.04%+1,04213F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…37,226$3.81M0.03%-2,57313F-HRTimelineGroup
Laurel Wealth Planning LLC37,190$3.81M2.53%-83113F-HRTimeline
One Capital Management, LLC36,325$3.72M0.13%-3,65513F-HRTimeline
Cranbrook Wealth Management, LLC36,218$3.71M0.86%-73613F-HRTimeline
Neumann Capital Management, LLC36,098$3.7M1.28%+20013F-HRTimeline
Moment Partners, LLC34,336$3.52M0.7%-85613F-HRTimeline
BAILARD, INC.34,281$3.51M0.09%-16613F-HRTimeline
Accredited Investors Inc.34,213$3.5M0.22%-1,75113F-HRTimeline
McClarren Financial Advisors, Inc.21,575$3.48M2.3%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC32,425$3.32M0.96%-1,50513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources31,891$3.27M<0.01%013F-HRTimelineGroup
BBR PARTNERS, LLC31,513$3.23M0.23%-82613F-HRTimeline
Horst & Graben Wealth Management LLC31,293$3.2M0.57%-2,00113F-HRTimeline
Integrated Wealth Concepts LLC31,168$3.19M0.04%-56813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.31,077$3.18M0.03%+1,11813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,692$3.14M<0.01%-2,67713F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO30,234$3.1M0.19%+17513F-HRTimelineGroup
&PARTNERS29,169$3.04M0.03%+1,53013F-HRTimeline
Sanctuary Advisors, LLC29,440$3.01M0.02%+27213F-HRTimeline
Institute for Wealth Management, LLC.29,226$2.99M0.38%-80613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC28,991$2.97M0.02%-1,07213F-HRTimelineGroup
First Horizon Advisors, Inc.28,983$2.97M0.08%-4,83513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…28,764$2.95M<0.01%-50113F-HRTimelineGroup
Diversified Enterprises, LLC28,607$2.93M0.25%+7,27013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding28,518$2.92M-3,239Timeline
NewEdge Advisors, LLC28,487$2.92M0.02%+3,99113F-HRTimeline
Investor's Fiduciary Advisor Network, L…27,292$2.79M1.32%-2413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…27,096$2.77M0.01%-1,31313F-HRTimelineGroup
Steward Partners Investment Advisory, L…26,534$2.72M0.02%-88013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV26,242$2.69M0.99%-57413F-HRTimeline
Bangor Savings Bank26,086$2.67M0.25%-1,30413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.25,887$2.65M0.02%+5,36513F-HRTimeline
Creekside Partners25,622$2.62M1.37%-72613F-HRTimeline
FORBES J M & CO LLP25,605$2.62M0.25%+7313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC25,493$2.61M0.26%+1,58613F-HRTimeline
GeoWealth Management, LLC25,085$2.57M0.1%+9,90013F-HRTimeline
Sharkey, Howes & Javer25,003$2.56M0.37%-31613F-HRTimeline
Gibson Capital, LLC25,000$2.56M0.54%-10413F-HR/ATimeline
Topel & Distasi Wealth Management, LLC24,967$2.56M1.19%+4,60713F-HRTimeline
Snowden Capital Advisors LLC24,265$2.48M0.08%-3,25213F-HRTimeline
Allworth Financial LP24,777$2.48M0.01%-2413F-HRTimeline
Chicago Partners Investment Group LLC23,413$2.44M0.08%+5313F-HRTimeline
Eley Financial Management, Inc23,622$2.43M0.97%+1,72713F-HRTimeline
Cornerstone Wealth Management, LLC23,562$2.41M0.16%-44613F-HRTimeline
Stanich Group LLC23,398$2.4M1.77%-26413F-HRTimeline
SAPIENT CAPITAL LLC23,380$2.39M0.05%+23313F-HRTimeline
BLAIR WILLIAM & CO/IL22,990$2.35M0.01%-13213F-HRTimeline
ALTFEST L J & CO INC22,541$2.31M0.29%-30313F-HRTimeline
Shepherd Financial Partners LLC22,284$2.28M0.27%-3,50113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC22,169$2.27M0.08%+113F-HRTimeline
Schneider Downs Wealth Management Advis…21,863$2.24M0.41%-71613F-HRTimeline
Financial Insights, Inc.21,377$2.19M0.87%-2,49013F-HRTimeline
Impact Investors, Inc20,857$2.14M1.66%+13913F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC20,271$2.13M1.48%+1,39613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,678$2.12M<0.01%-3,28913F-HRTimeline
Wealthfront Advisers LLC20,511$2.1M0.01%-5,17513F-HRTimeline
Cresset Asset Management, LLC20,438$2.09M0.01%-5,30413F-HRTimeline
FMR LLCin group FMR LLC20,313$2.08M<0.01%+74513F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,067$2.06M0.13%-45813F-HRTimelineGroup
BigSur Wealth Management LLC20,000$2.05M0.55%013F-HRTimeline
SigFig Wealth Management, LLC19,995$2.04M0.07%-9613F-HRTimeline
Arlington Financial Advisors, LLC19,822$2.03M0.36%+19513F-HRTimeline
Onyx Bridge Wealth Group LLC19,407$1.99M0.29%+1,93213F-HRTimeline
Allodium Investment Consultants, LLC19,318$1.98M1.46%+2,39913F-HRTimeline
HB Wealth Management, LLC19,226$1.97M0.02%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp19,067$1.95M0.01%-3013F-HRTimelineGroup
PFG Advisors18,944$1.94M0.11%-2,03013F-HRTimeline
Fingerlakes Wealth Management, Inc.18,788$1.92M1.64%+1913F-HRTimeline
NewEdge Wealth, LLC18,100$1.85M0.03%-9413F-HRTimeline
VICUS CAPITAL17,609$1.8M0.17%-49413F-HRTimeline
Davis Wealth Advisors, LLC17,569$1.8M2.03%-96113F-HRTimeline
Revolve Wealth Partners, LLC17,313$1.77M0.26%+64513F-HRTimeline
Modera Wealth Management, LLC17,286$1.77M0.02%013F-HRTimeline
Waverly Advisors, LLC16,852$1.73M0.02%+14,53813F-HRTimeline
AE Wealth Management LLC16,763$1.72M0.01%+13,93013F-HRTimeline
Tempus Wealth Planning, LLC16,741$1.71M0.51%+3,21013F-HRTimeline
Charter Oak Capital Management, LLC16,557$1.7M0.16%-11413F-HRTimeline
Elios Financial Group Inc.16,250$1.66M0.82%-913F-HRTimeline
Aptus Capital Advisors, LLC16,230$1.66M0.02%-90213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,084$1.65M<0.01%+15,06013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management15,924$1.63M0.05%-1,21413F-HRTimelineGroup
CX Institutional15,364$1.57M0.06%+2,68713F-HRTimeline
White Lighthouse Investment Management …15,215$1.56M0.28%+27113F-HRTimeline
EP Wealth Advisors, LLC15,084$1.54M0.01%+17113F-HRTimeline
Investors Research Corp15,059$1.54M0.33%+7813F-HRTimeline
Boston Standard Wealth Management, LLC14,851$1.54M0.34%-38613F-HRTimeline
Baker Avenue Asset Management, LP14,896$1.53M0.05%-1,77513F-HRTimeline
MassMutual Private Wealth & Trust, FSB14,708$1.51M0.04%-1,13213F-HRTimeline
Sequoia Financial Advisors, LLC14,557$1.49M0.01%-69613F-HRTimeline
Grant/GrossMendelsohn, LLC14,538$1.47M0.82%013F-HRTimeline
MainStreet Investment Advisors LLC14,101$1.44M0.21%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,025$1.44M0.03%+74213F-HRTimeline
WHITTIER TRUST CO13,940$1.43M0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,857$1.41M<0.01%+3,97713F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,738$1.41M<0.01%+4413F-HRTimelineGroup
ASPIRIANT, LLC13,494$1.38M0.05%013F-HRTimeline
SAGE FINANCIAL GROUP INC13,056$1.34M0.11%-5613F-HRTimeline
GTS SECURITIES LLC12,771$1.31M0.06%+10,93013F-HRTimeline
Farther Finance Advisors, LLC12,640$1.3M0.03%+3,30513F-HRTimeline
SOA Wealth Advisors, LLC.12,678$1.3M0.27%-36,43713F-HRTimeline
POTENTIA WEALTH12,195$1.25M0.59%+2,42613F-HRTimeline
Clear Harbor Asset Management, LLC12,174$1.25M0.1%+113F-HRTimeline
Focus Financial Network, Inc.12,136$1.24M0.05%-1,03213F-HRTimeline
Continuum Advisory, LLC12,057$1.23M0.16%-2613F-HRTimeline
SOFI WEALTH, LLC12,023$1.23M0.09%+10,41913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp12,018$1.23M0.17%+13713F-HRTimelineGroup
Bordeaux Wealth Advisors LLC12,000$1.23M0.23%013F-HRTimeline
TOWNSQUARE CAPITAL LLC11,935$1.22M0.01%-1,80213F-HRTimeline
SAX WEALTH ADVISORS, LLC11,932$1.22M0.09%+8,29513F-HRTimeline
Merit Financial Group, LLC11,930$1.22M0.02%+6,94313F-HRTimeline
Austin Private Wealth, LLC11,767$1.21M0.11%-12713F-HRTimeline
MGO ONE SEVEN LLC11,593$1.19M0.05%+14413F-HRTimeline
Regal Investment Advisors LLC11,546$1.18M0.1%+79913F-HRTimeline
RFG Advisory, LLC11,521$1.18M0.03%+1,67913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11,386$1.17M0.03%-20613F-HRTimeline
MA Private Wealth11,343$1.16M0.22%013F-HRTimeline
Wealth Management Partners, LLC10,805$1.11M0.51%013F-HRTimeline
Bond & Devick Financial Network, Inc.10,748$1.1M0.4%+3613F-HRTimeline
Great Diamond Partners, LLC10,623$1.09M0.3%-18313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,577$1.08M<0.01%+73513F-HRTimelineGroup
Main Street Group, LTD10,216$1.05M0.4%+86413F-HRTimeline