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Disclosery

DSI ISHARES TR

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SHS (fund)

556 managers (563 13F filers) reported a position in DSI shares at 2025-06-30, 24,232,975 shares in all. 40 filers opened a position and 23 filers sold out during the quarter.

Managers
556
13F filers
563
New
40
Added
160
Reduced
228
Sold out
23
Shares held by filers
24,232,975

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY3,830,802$445M0.03%-73,00513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,378,168$276M-100,512Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,440,776$167M0.01%-3,54813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,196,215$139M0.01%-44,55413F-HRTimelineGroup
LPL Financial LLC1,162,736$135M0.05%+152,31913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,148,473$133M0.03%+38,42013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC931,931$108M0.03%-57,19313F-HRTimelineGroup
UBS Group AGin group UBS Group AG449,836$52.3M0.01%-14,41613F-HRTimelineGroup
IMA Advisory Services, Inc.402,011$46.5M4.98%-14,81413F-HRTimeline
Betterment LLC396,933$46.1M0.1%-13,01113F-HRTimeline
Mariner, LLCin group Mariner, LLC344,330$40M0.06%+21,62713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\342,968$39.8M0.05%-45013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO290,834$33.8M0.04%+12,96813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC274,566$31.9M0.06%-17,94713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…224,259$31.7M0.07%-49,15113F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC228,571$26.6M<0.01%-41,36313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN222,286$25.8M0.01%+1,42213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC205,197$23.8M0.03%+48613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP186,536$21.7M0.03%-2,29713F-HRTimelineGroup
Creative Planningin group Creative Planning182,760$21.2M0.02%-32413F-HRTimelineGroup
Cetera Investment Advisers177,917$20.7M0.03%+17,43913F-HRTimeline
National Philanthropic Trust171,889$20M0.27%+9,01513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC171,839$20M0.01%-25,52113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC171,561$19.9M0.18%-69913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA169,546$19.7M<0.01%+9,72413F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.168,897$19.5M0.03%+9813F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS151,893$17.6M0.04%+3,09613F-HRTimeline
Manchester Capital Management LLC144,040$16.7M2.2%-23,05213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co140,983$16.4M0.2%-2,48513F-HRTimelineGroup
Gemmer Asset Management LLC130,422$15.1M1.35%+1,87613F-HRTimeline
Private Advisor Group, LLC119,623$13.9M0.07%-4,89113F-HRTimeline
MML INVESTORS SERVICES, LLC113,492$13.2M0.04%-3,16913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding100,919$11.7M-41,695Timeline
NATURAL INVESTMENTS, LLC99,643$11.6M2.99%+5,61513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV98,854$11.5M0.03%-18,46213F-HRTimeline
Francis Financial, Inc.98,133$11.4M2.63%-4,44313F-HRTimeline
PFG Investments, LLC94,359$11M0.64%+88413F-HRTimeline
Advisory Services Network, LLC87,900$10.5M0.17%-17,21313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding90,011$10.5M+35,430Timeline
Dunhill Financial, LLC89,751$10.4M3.02%-12,16113F-HRTimeline
Beacon Pointe Advisors, LLC88,426$10.3M0.11%+4,25913F-HRTimeline
Composition Wealth, LLC81,238$9.44M0.16%+35713F-HRTimeline
Mascoma Wealth Management LLC80,032$9.3M2.16%-2,67413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding76,312$8.86M-220Timeline
CWM, LLCin group CWM, LLC75,821$8.81M0.03%-25513F-HRTimelineGroup
TRILLIUM ASSET MANAGEMENT, LLC72,647$8.44M0.23%-32,92413F-HRTimeline
HighTower Advisors, LLC72,323$8.4M0.01%-1,03113F-HRTimeline
Wealthspire Advisors, LLC71,182$8.27M0.05%-1,80213F-HRTimeline
Cambridge Investment Research Advisors,…71,137$8.26M0.03%+1,56913F-HRTimeline
SCS Capital Management LLC69,138$8.03M0.09%+36913F-HRTimeline
COMERICA BANK64,757$7.52M0.03%-2,96513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP59,745$6.94M0.01%-21613F-HR/ATimelineGroup
Strategic Point Investment Advisors, LLC59,451$6.91M1.06%-4,22013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.59,117$6.87M0.31%+2,28613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/59,027$6.86M<0.01%+2913F-HRTimelineGroup
CHOREO, LLC58,652$6.81M0.1%-6,72913F-HRTimeline
Brio Consultants, LLC56,812$6.6M0.96%+1,29613F-HRTimeline
Janney Montgomery Scott LLC52,561$6.11M0.02%+8,78413F-HRTimeline
HEADINVEST, LLC52,287$6.07M1.29%+4313F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH52,207$6.06M0.05%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …51,194$5.95M0.14%+2,97113F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC49,577$5.76M0.25%+1,36413F-HRTimelineGroup
Perigon Wealth Management, LLC48,115$5.59M0.13%-11,75213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,685$5.54M0.01%+5,59613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC47,024$5.46M0.01%+2,52013F-HRTimelineGroup
Allianz SEin group Allianz SE45,284$5.26M0.12%+3,38413F-HRTimelineGroup
NorthCoast Asset Management LLC44,763$5.2M0.02%-1,74613F-HRTimeline
Gilbert Capital Group, Inc.44,558$5.18M4.29%13F-HRTimeline
BBR PARTNERS, LLC44,345$5.15M0.32%+12,83213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…44,190$5.13M0.01%-60,27613F-HR/ATimelineGroup
One Wealth Advisors, LLC42,976$4.99M0.69%-74613F-HRTimeline
First Affirmative Financial Network42,849$4.98M2.56%+2,34713F-HRTimeline
SageView Advisory Group, LLC41,072$4.95M0.19%-80813F-HRTimeline
Litman Gregory Wealth Management LLC42,217$4.9M0.39%+2,18013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC41,951$4.87M0.09%-7,66713F-HRTimelineGroup
Columbia Bank38,261$4.46M1.36%-4,28013F-HRTimeline
Moment Partners, LLC38,183$4.44M0.83%+3,84713F-HRTimeline
Cranbrook Wealth Management, LLC36,811$4.28M0.91%+59313F-HRTimeline
GTS SECURITIES LLC36,508$4.24M0.19%+23,73713F-HRTimeline
Laurel Wealth Planning LLC36,411$4.23M2.4%-77913F-HRTimeline
Neumann Capital Management, LLC36,148$4.2M1.32%+5013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…35,435$4.12M<0.01%+4,74313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…35,295$4.1M0.03%-1,93113F-HRTimelineGroup
Diversified Enterprises, LLC34,360$3.99M0.3%+5,75313F-HRTimeline
Integrated Wealth Concepts LLC33,814$3.93M0.04%+2,64613F-HRTimeline
McClarren Financial Advisors, Inc.33,779$3.92M2.55%+12,20413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding33,348$3.87M+4,830Timeline
CHILDRESS CAPITAL ADVISORS, LLC32,425$3.77M0.95%013F-HRTimeline
&PARTNERS31,734$3.67M0.03%+2,56513F-HRTimeline
BAILARD, INC.30,685$3.56M0.08%-3,59613F-HRTimeline
Horst & Graben Wealth Management LLC29,797$3.46M0.57%-1,49613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC28,991$3.37M0.02%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,778$3.34M0.03%-2,29913F-HRTimelineGroup
Institute for Wealth Management, LLC.28,636$3.33M0.37%-59013F-HRTimeline
Sanctuary Advisors, LLC28,019$3.25M0.02%-1,42113F-HRTimeline
NewEdge Advisors, LLC27,872$3.24M0.02%-61513F-HRTimeline
Accredited Investors Inc.27,849$3.23M0.19%-6,36413F-HRTimeline
Steward Partners Investment Advisory, L…27,322$3.17M0.02%+78813F-HRTimeline
FORBES J M & CO LLP26,938$3.13M0.29%+1,33313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,716$3.1M<0.01%+10,63213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…26,580$3.09M0.01%-51613F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV26,242$3.05M0.97%013F-HRTimeline
DOHJ, LLC30,860$3.03M0.88%-19,13813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC25,993$3.02M0.32%+50013F-HRTimeline
Topel & Distasi Wealth Management, LLC25,866$3M1.57%+89913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources25,814$3M<0.01%-6,07713F-HRTimelineGroup
Bangor Savings Bank25,694$2.98M0.27%-39213F-HRTimeline
Impact Investors, Inc25,510$2.96M2.09%+4,65313F-HRTimeline
Orion Porfolio Solutions, LLC25,459$2.96M0.03%-12,35413F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,291$2.94M<0.01%-3,47313F-HRTimelineGroup
Gibson Capital, LLC25,124$2.92M0.58%+12413F-HRTimeline
Allworth Financial LP24,731$2.87M0.01%-4613F-HRTimeline
Creekside Partners24,708$2.87M1.36%-91413F-HRTimeline
Sharkey, Howes & Javer24,555$2.85M0.38%-44813F-HRTimeline
Chicago Partners Investment Group LLC23,478$2.82M0.08%+6513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.24,115$2.8M0.02%-1,77213F-HRTimeline
GeoWealth Management, LLC23,817$2.77M0.11%-1,26813F-HRTimeline
Stanich Group LLC23,341$2.74M2.46%-5713F-HRTimeline
SAPIENT CAPITAL LLC23,380$2.72M0.05%013F-HRTimeline
BLAIR WILLIAM & CO/IL22,689$2.64M0.01%-30113F-HRTimeline
Eley Financial Management, Inc22,582$2.62M1.01%-1,04013F-HRTimeline
Snowden Capital Advisors LLC22,287$2.59M0.08%-1,97813F-HRTimeline
ALTFEST L J & CO INC22,062$2.56M0.3%-47913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC21,909$2.54M0.08%-26013F-HRTimeline
Schneider Downs Wealth Management Advis…21,863$2.54M0.38%013F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC20,586$2.48M1.59%+31513F-HRTimeline
Modern Wealth Management, LLC20,960$2.43M0.06%+18,81713F-HR/ATimeline
Shepherd Financial Partners LLC20,875$2.42M0.26%-1,40913F-HRTimeline
Allodium Investment Consultants, LLC20,639$2.4M1.52%+1,32113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,236$2.38M<0.01%-44213F-HRTimeline
Cornerstone Wealth Management, LLC20,437$2.37M0.14%-3,12513F-HRTimeline
Wealthfront Advisers LLC20,423$2.37M0.01%-8813F-HRTimeline
Arlington Financial Advisors, LLC20,110$2.34M0.38%+28813F-HRTimeline
Investor's Fiduciary Advisor Network, L…20,010$2.32M0.86%-7,28213F-HRTimeline
BigSur Wealth Management LLC20,000$2.32M0.59%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,998$2.32M0.15%-6913F-HRTimelineGroup
SigFig Wealth Management, LLC19,967$2.31M0.08%-2813F-HRTimeline
SOFI WEALTH, LLC19,886$2.31M0.14%+7,86313F-HRTimeline
Modera Wealth Management, LLC19,411$2.25M0.03%+2,12513F-HRTimeline
HB Wealth Management, LLC19,226$2.23M0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,176$2.23M<0.01%-30,82113F-HRTimelineGroup
Boston Trust Walden Corpin group Boston Trust Walden Corp19,003$2.21M0.02%-6413F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.18,886$2.19M1.64%+9813F-HRTimeline
EP Wealth Advisors, LLC18,871$2.19M0.01%+3,78713F-HRTimeline
FMR LLCin group FMR LLC18,279$2.12M<0.01%-2,03413F-HRTimelineGroup
VICUS CAPITAL18,102$2.1M0.17%+49313F-HRTimeline
Cresset Asset Management, LLC18,039$2.1M0.01%-2,39913F-HR/ATimeline
Revolve Wealth Partners, LLC17,896$2.08M0.27%+58313F-HRTimeline
Financial Insights, Inc.17,442$2.03M0.74%-3,93513F-HRTimeline
Onyx Bridge Wealth Group LLC17,217$2M0.26%-2,19013F-HRTimeline
Waverly Advisors, LLC16,852$1.96M0.02%013F-HRTimeline
NewEdge Wealth, LLC16,297$1.95M0.03%-1,80313F-HRTimeline
Atria Wealth Solutions, Inc.16,547$1.94M0.04%-62,49913F-HRTimeline
Tempus Wealth Planning, LLC16,654$1.93M0.48%-8713F-HRTimeline
Charter Oak Capital Management, LLC16,460$1.91M0.16%-9713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,043$1.86M<0.01%+2,18613F-HRTimelineGroup
Merit Financial Group, LLC15,545$1.81M0.02%+3,61513F-HRTimeline
Investors Research Corp15,166$1.76M0.35%+10713F-HRTimeline
Davis Wealth Advisors, LLC15,063$1.75M1.86%-2,50613F-HRTimeline
Elios Financial Group Inc.15,037$1.75M0.79%-1,21313F-HRTimeline
MassMutual Private Wealth & Trust, FSB15,036$1.75M0.05%+32813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,766$1.72M0.05%+9,20413F-HRTimelineGroup
CX Institutional14,443$1.68M0.06%-92113F-HR/ATimeline
MainStreet Investment Advisors LLC14,429$1.68M0.23%+32813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,376$1.67M0.06%-1,54813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,104$1.64M<0.01%+36613F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC14,038$1.63M0.01%-51913F-HRTimeline
WHITTIER TRUST CO13,940$1.62M0.02%013F-HRTimeline
Baker Avenue Asset Management, LP13,703$1.59M0.05%-1,19313F-HRTimeline
Aptus Capital Advisors, LLC13,676$1.59M0.02%-2,55413F-HRTimeline
PITCAIRN COin group PITCAIRN CO13,658$1.59M0.1%-16,57613F-HR/ATimelineGroup
ASPIRIANT, LLC13,494$1.57M0.05%013F-HRTimeline
One Capital Management, LLC13,051$1.52M0.05%-23,27413F-HRTimeline
White Lighthouse Investment Management …12,789$1.49M0.24%-2,42613F-HRTimeline
SAGE FINANCIAL GROUP INC12,731$1.48M0.11%-32513F-HRTimeline
Farther Finance Advisors, LLC12,726$1.48M0.03%+8613F-HRTimeline
SAX WEALTH ADVISORS, LLC12,696$1.47M0.09%+76413F-HRTimeline
SOA Wealth Advisors, LLC.12,643$1.47M0.28%-3513F-HRTimeline
First Horizon Advisors, Inc.12,451$1.45M0.04%-16,53213F-HRTimeline
MGO ONE SEVEN LLC12,436$1.44M0.05%+84313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,208$1.42M0.02%-1,81713F-HRTimeline
Clear Harbor Asset Management, LLC12,174$1.41M0.11%013F-HRTimeline
Austin Private Wealth, LLC12,116$1.41M0.11%+34913F-HRTimeline
POTENTIA WEALTH12,068$1.4M0.8%-12713F-HRTimeline
Continuum Advisory, LLC12,048$1.4M0.17%-913F-HRTimeline
Bordeaux Wealth Advisors LLC12,000$1.39M0.18%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS11,625$1.35M<0.01%+1,04813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,536$1.34M0.03%+2,55513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,370$1.32M<0.01%013F-HRTimelineGroup
MA Private Wealth11,343$1.32M0.24%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.11,257$1.31M0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11,237$1.31M0.03%-14913F-HRTimeline
Boston Standard Wealth Management, LLC11,204$1.3M0.23%-3,64713F-HRTimeline
RFG Advisory, LLC11,191$1.3M0.03%-33013F-HRTimeline
Bensler, LLC11,035$1.28M0.14%+88913F-HRTimeline
Wealth Management Partners, LLC10,870$1.27M0.45%+6513F-HRTimeline
Regal Investment Advisors LLC10,820$1.26M0.09%-72613F-HRTimeline
Great Diamond Partners, LLC10,216$1.19M0.25%-40713F-HRTimeline
Main Street Group, LTD10,216$1.19M0.39%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,152$1.18M0.06%+1,62913F-HRTimeline