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Disclosery

DSI ISHARES TR

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SHS (fund)

555 managers (562 13F filers) reported a position in DSI shares at 2025-09-30, 23,547,854 shares in all. 30 filers opened a position and 22 filers sold out during the quarter.

Managers
555
13F filers
562
New
30
Added
160
Reduced
230
Sold out
22
Shares held by filers
23,547,854

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY3,806,077$479M0.03%-24,72513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,293,730$289M-84,438Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,373,759$173M0.01%-67,01713F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,241,260$156M0.01%+45,04513F-HR/ATimelineGroup
LPL Financial LLC1,213,685$153M0.04%+50,94913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,169,621$147M0.03%+21,14813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC888,927$112M0.03%-43,00413F-HRTimelineGroup
UBS Group AGin group UBS Group AG431,551$54.4M0.01%-18,28513F-HRTimelineGroup
IMA Advisory Services, Inc.419,800$52.6M5.3%+17,78913F-HRTimeline
Betterment LLC382,197$48.1M0.1%-14,73613F-HRTimeline
Mariner, LLCin group Mariner, LLC340,240$42.9M0.06%-4,09013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\320,642$40.4M0.05%-22,32613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…287,057$36.2M0.07%+62,79813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO285,785$36M0.04%-5,04913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN221,043$27.8M0.01%-1,24313F-HRTimelineGroup
Cetera Investment Advisers215,209$27.1M0.03%+37,29213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC203,340$25.6M0.03%-1,85713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC202,387$25.5M<0.01%-26,18413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP192,740$24.3M0.03%+6,20413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC183,642$23.1M0.01%+11,80313F-HRTimelineGroup
Creative Planningin group Creative Planning181,872$22.9M0.02%-88813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC174,555$22M0.17%+2,99413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA169,821$21.4M<0.01%+27513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.166,824$20.8M0.03%-2,07313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS148,974$18.8M0.04%-2,91913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co139,847$17.6M0.2%-1,13613F-HRTimelineGroup
Gemmer Asset Management LLC139,090$17.5M1.41%+8,66813F-HRTimeline
Manchester Capital Management LLC134,953$17M2.31%-9,08713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC123,516$15.6M0.03%-151,05013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding119,509$15.3M+29,498Timeline
MML INVESTORS SERVICES, LLC100,090$12.6M0.03%-13,40213F-HRTimeline
Beacon Pointe Advisors, LLC98,937$12.5M0.11%+10,51113F-HRTimeline
Private Advisor Group, LLC94,947$12M0.06%-24,67613F-HRTimeline
PFG Investments, LLC94,410$11.9M0.62%+5113F-HRTimeline
Francis Financial, Inc.93,843$11.8M2.11%-4,29013F-HRTimeline
Advisory Services Network, LLC87,309$11M0.16%-59113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding82,086$10.3M+5,774Timeline
Composition Wealth, LLC79,945$10.1M0.15%-1,29313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…79,771$10M0.02%+35,58113F-HRTimelineGroup
Mascoma Wealth Management LLC78,347$9.87M2.17%-1,68513F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC78,173$9.85M0.26%+5,52613F-HRTimeline
National Philanthropic Trust76,511$9.64M0.11%-95,37813F-HRTimeline
HighTower Advisors, LLC73,073$9.2M0.01%+75013F-HRTimeline
CWM, LLCin group CWM, LLC72,565$9.14M0.03%-3,25613F-HRTimelineGroup
Cambridge Investment Research Advisors,…70,164$8.84M0.02%-97313F-HRTimeline
SCS Capital Management LLC69,138$8.71M0.09%013F-HRTimeline
Dunhill Financial, LLC65,344$8.23M2.15%-24,40713F-HRTimeline
Janney Montgomery Scott LLC64,547$8.13M0.02%+11,98613F-HRTimeline
COMERICA BANK64,157$8.08M0.03%-60013F-HRTimeline
Wealthspire Advisors, LLC62,212$7.84M0.04%-8,97013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/60,972$7.68M<0.01%+1,94513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV60,513$7.62M0.01%-38,34113F-HRTimeline
Strategic Point Investment Advisors, LLC59,676$7.52M1.08%+22513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP59,665$7.51M0.01%-8013F-HRTimelineGroup
Brio Consultants, LLC58,446$7.36M1.01%+1,63413F-HRTimeline
CHOREO, LLC57,851$7.29M0.09%-80113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.54,328$6.84M0.26%-4,78913F-HRTimelineGroup
HEADINVEST, LLC53,277$6.71M1.39%+99013F-HRTimeline
Perigon Wealth Management, LLC51,029$6.43M0.13%+2,91413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC50,445$6.35M0.25%+86813F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH49,841$6.28M0.06%-2,36613F-HRTimelineGroup
Allianz SEin group Allianz SE49,498$6.23M0.13%+4,21413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …48,615$6.12M0.13%-2,57913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC48,554$6.12M0.01%+1,53013F-HRTimelineGroup
NorthCoast Asset Management LLC47,242$5.95M0.02%+2,47913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,464$5.6M0.01%-3,22113F-HRTimelineGroup
Gilbert Capital Group, Inc.43,402$5.47M4.23%-1,15613F-HRTimeline
BBR PARTNERS, LLC42,692$5.38M0.31%-1,65313F-HRTimeline
First Affirmative Financial Network42,625$5.37M2.53%-22413F-HRTimeline
One Wealth Advisors, LLC42,620$5.37M0.67%-35613F-HRTimeline
Litman Gregory Wealth Management LLC41,568$5.24M0.39%-64913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC41,310$5.2M0.09%-64113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding41,033$5.17M+7,685Timeline
SageView Advisory Group, LLC40,689$5.12M0.18%-38313F-HRTimeline
Moment Partners, LLC37,363$4.71M0.83%-82013F-HRTimeline
Columbia Bank36,631$4.6M1.29%-1,63013F-HRTimeline
Neumann Capital Management, LLC36,468$4.59M1.34%+32013F-HRTimeline
Cranbrook Wealth Management, LLC36,042$4.54M0.91%-76913F-HRTimeline
Integrated Wealth Concepts LLC35,357$4.45M0.04%+1,54313F-HRTimeline
Diversified Enterprises, LLC35,207$4.43M0.3%+84713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…35,007$4.41M<0.01%-42813F-HRTimelineGroup
Laurel Wealth Planning LLC34,596$4.36M2.3%-1,81513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…34,535$4.35M0.03%-76013F-HRTimelineGroup
&PARTNERS34,389$4.32M0.03%+2,65513F-HRTimeline
McClarren Financial Advisors, Inc.21,502$4.26M2.61%-12,27713F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC32,425$4.08M0.75%013F-HRTimeline
Wealthfront Advisers LLC31,817$4.01M0.01%+11,39413F-HRTimeline
BAILARD, INC.30,751$3.87M0.08%+6613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,703$3.87M0.03%+1,92513F-HRTimelineGroup
Horst & Graben Wealth Management LLC29,871$3.76M0.57%+7413F-HRTimeline
Sanctuary Advisors, LLC28,721$3.62M0.02%+70213F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC28,707$3.62M0.01%-28413F-HRTimelineGroup
Orion Porfolio Solutions, LLC28,472$3.59M0.03%+3,01313F-HRTimeline
Institute for Wealth Management, LLC.28,445$3.58M0.37%-19113F-HRTimeline
FORBES J M & CO LLP28,115$3.54M0.29%+1,17713F-HRTimeline
SOFI WEALTH, LLC27,616$3.48M0.19%+7,73013F-HRTimeline
Steward Partners Investment Advisory, L…26,872$3.38M0.02%-45013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV26,352$3.32M0.97%+11013F-HRTimeline
Accredited Investors Inc.26,269$3.31M0.18%-1,58013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources25,814$3.25M<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC25,810$3.25M0.12%+1,99313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC25,801$3.25M0.33%-19213F-HRTimeline
Allworth Financial LP25,502$3.21M0.01%+77113F-HRTimeline
Topel & Distasi Wealth Management, LLC25,447$3.21M1.58%-41913F-HRTimeline
Bangor Savings Bank25,334$3.19M0.27%-36013F-HRTimeline
Gibson Capital, LLC25,124$3.16M0.58%013F-HRTimeline
Impact Investors, Inc24,756$3.12M2.05%-75413F-HRTimeline
Creekside Partners24,731$3.11M1.37%+2313F-HRTimeline
Sharkey, Howes & Javer24,602$3.1M0.4%+4713F-HRTimeline
Chicago Partners Investment Group LLC22,912$2.99M0.08%-56613F-HRTimeline
Stanich Group LLC23,267$2.93M1.79%-7413F-HRTimeline
SAPIENT CAPITAL LLC23,380$2.93M0.05%013F-HRTimeline
Eley Financial Management, Inc23,078$2.91M1.05%+49613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,811$2.89M<0.01%+2,57513F-HRTimeline
BLAIR WILLIAM & CO/IL22,582$2.84M0.01%-10713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,550$2.84M<0.01%-2,74113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,175$2.79M<0.01%-4,54113F-HRTimelineGroup
ALTFEST L J & CO INC21,921$2.76M0.31%-14113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC21,874$2.75M0.07%-3513F-HRTimeline
Schneider Downs Wealth Management Advis…21,863$2.75M0.33%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…21,586$2.72M0.01%-4,99413F-HRTimelineGroup
CONSCIOUS WEALTH INVESTMENTS, LLC20,930$2.72M1.61%+34413F-HRTimeline
Modern Wealth Management, LLC20,960$2.64M0.05%013F-HRTimeline
NewEdge Advisors, LLC20,912$2.63M0.01%-6,96013F-HRTimeline
Cornerstone Wealth Management, LLC20,364$2.56M0.14%-7313F-HRTimeline
Arlington Financial Advisors, LLC20,095$2.53M0.37%-1513F-HRTimeline
BigSur Wealth Management LLC20,000$2.52M0.62%013F-HRTimeline
Allodium Investment Consultants, LLC19,950$2.51M1.42%-68913F-HRTimeline
VICUS CAPITAL19,680$2.48M0.19%+1,57813F-HRTimeline
SigFig Wealth Management, LLC19,782$2.48M0.08%-18513F-HRTimeline
Shepherd Financial Partners LLC19,665$2.48M0.24%-1,21013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,595$2.47M0.13%-40313F-HRTimelineGroup
HB Wealth Management, LLC19,226$2.42M0.02%013F-HRTimeline
Fingerlakes Wealth Management, Inc.19,168$2.41M1.57%+28213F-HRTimeline
Investor's Fiduciary Advisor Network, L…19,065$2.4M0.81%-94513F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp19,003$2.39M0.02%013F-HRTimelineGroup
Modera Wealth Management, LLC18,986$2.39M0.03%-42513F-HRTimeline
FMR LLCin group FMR LLC18,759$2.36M<0.01%+48013F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO18,222$2.3M0.18%+4,56413F-HRTimelineGroup
Snowden Capital Advisors LLC18,042$2.27M0.06%-4,24513F-HRTimeline
Cresset Asset Management, LLC18,039$2.27M0.01%013F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,963$2.24M<0.01%+1,92013F-HRTimelineGroup
Revolve Wealth Partners, LLC17,459$2.2M0.26%-43713F-HRTimeline
Waverly Advisors, LLC16,852$2.12M0.02%013F-HRTimeline
Merit Financial Group, LLC16,654$2.1M0.02%+1,10913F-HR/ATimeline
NewEdge Wealth, LLC16,298$2.09M0.03%+113F-HRTimeline
Charter Oak Capital Management, LLC16,362$2.06M0.16%-9813F-HRTimeline
PFG Advisors16,214$2.04M0.08%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding16,075$2.02M-84,844Timeline
Financial Insights, Inc.15,290$1.93M0.64%-2,15213F-HRTimeline
Investors Research Corp15,135$1.91M0.35%-3113F-HRTimeline
Tempus Wealth Planning, LLC14,974$1.89M0.43%-1,68013F-HRTimeline
MainStreet Investment Advisors LLC14,609$1.84M0.25%+18013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,580$1.84M0.06%+20413F-HRTimelineGroup
Davis Wealth Advisors, LLC14,514$1.83M1.64%-54913F-HRTimeline
MassMutual Private Wealth & Trust, FSB14,307$1.8M0.05%-72913F-HRTimeline
Baker Avenue Asset Management, LP14,228$1.79M0.04%+52513F-HRTimeline
Farther Finance Advisors, LLC14,136$1.78M0.03%+1,41013F-HRTimeline
WHITTIER TRUST CO13,940$1.77M0.02%013F-HRTimeline
Sequoia Financial Advisors, LLC13,974$1.76M0.01%-6413F-HRTimeline
Aptus Capital Advisors, LLC13,760$1.73M0.02%+8413F-HRTimeline
CX Institutional13,722$1.73M0.05%-72113F-HRTimeline
ASPIRIANT, LLC13,494$1.7M0.05%013F-HRTimeline
SAX WEALTH ADVISORS, LLC13,206$1.66M0.09%+51013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,202$1.66M<0.01%-90213F-HRTimelineGroup
Austin Private Wealth, LLC13,132$1.65M0.13%+1,01613F-HRTimeline
White Lighthouse Investment Management …12,791$1.61M0.25%+213F-HRTimeline
SAGE FINANCIAL GROUP INC12,732$1.6M0.11%+113F-HRTimeline
SOA Wealth Advisors, LLC.12,644$1.59M0.27%+113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS12,433$1.57M<0.01%+80813F-HRTimelineGroup
Clear Harbor Asset Management, LLC12,173$1.53M0.11%-113F-HR/ATimeline
POTENTIA WEALTH12,068$1.52M0.58%013F-HRTimeline
Continuum Advisory, LLC11,916$1.5M0.16%-13213F-HRTimeline
MGO ONE SEVEN LLC11,855$1.49M0.03%-58113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,717$1.48M0.03%+18113F-HRTimelineGroup
Focus Financial Network, Inc.11,404$1.44M0.05%+1,27913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,370$1.43M<0.01%013F-HRTimelineGroup
Boston Standard Wealth Management, LLC11,230$1.42M0.24%+2613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,102$1.4M0.02%-1,10613F-HRTimeline
Bensler, LLC10,956$1.38M0.14%-7913F-HRTimeline
Wealth Management Partners, LLC10,868$1.37M0.43%-213F-HRTimeline
RFG Advisory, LLC10,826$1.36M0.03%-36513F-HRTimeline
MA Private Wealth10,822$1.36M0.23%-52113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,652$1.35M0.03%-58513F-HRTimeline
Regal Investment Advisors LLC10,660$1.34M0.09%-16013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,608$1.34M0.06%+45613F-HRTimeline
One Capital Management, LLC10,532$1.33M0.04%-2,51913F-HRTimeline
Great Diamond Partners, LLC10,510$1.32M0.26%+29413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,485$1.32M<0.01%+4,95513F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.10,416$1.31M0.02%-84113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,100$1.27M<0.01%+6,60013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,878$1.24M0.08%+92413F-HRTimeline
Main Street Group, LTD9,852$1.24M0.36%-36413F-HRTimeline
Bond & Devick Financial Network, Inc.9,812$1.24M0.37%-33813F-HRTimeline
FSA WEALTH PARTNERS, INC.9,804$1.23M0.48%+6,93213F-HRTimeline
Valmark Advisers, Inc.9,785$1.23M0.02%-6713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,593$1.21M<0.01%-49813F-HRTimelineGroup
HRT FINANCIAL LP9,509$1.2M<0.01%+6,65613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,165$1.15M0.02%+69413F-HRTimeline
Ashton Thomas Private Wealth, LLC8,857$1.12M0.03%+2,38013F-HRTimeline