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Disclosery

DSI ISHARES TR

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SHS (fund)

608 managers (617 13F filers) reported a position in DSI shares at 2025-12-31, 24,457,674 shares in all. 42 filers opened a position and 20 filers sold out during the quarter.

Managers
608
13F filers
617
New
42
Added
182
Reduced
209
Sold out
20
Shares held by filers
24,457,674

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY3,866,815$498M0.03%+60,73813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,255,717$291M-38,013Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,681,874$217M0.02%+308,11513F-HRTimelineGroup
LPL Financial LLC1,258,765$162M0.04%+45,08013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,224,645$158M0.01%-16,61513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC863,155$111M0.03%-25,77213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp795,285$102M0.02%-374,33613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding418,442$53.9M-13,109Timeline
IMA Advisory Services, Inc.407,924$52.3M5.02%-11,87613F-HRTimeline
Betterment LLC368,440$47.5M0.09%-13,75713F-HRTimeline
Mariner, LLCin group Mariner, LLC346,097$44.6M0.05%+5,85713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\327,015$42.1M0.05%+6,37313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…297,068$38.3M0.07%+10,01113F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO285,122$36.7M0.04%-66313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN254,072$32.7M0.01%+33,02913F-HRTimelineGroup
Global Retirement Partners, LLC221,974$28.6M0.51%+220,82313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC219,699$28.3M0.04%+16,35913F-HRTimeline
Cetera Investment Advisers215,498$27.8M0.03%+28913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC206,088$26.6M0.01%+22,44613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA197,953$25.5M<0.01%+28,13213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC194,489$25.1M<0.01%-7,89813F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS179,531$23.1M0.04%+30,55713F-HRTimeline
Creative Planningin group Creative Planning177,932$22.9M0.02%-3,94013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC176,189$22.7M0.19%+1,63413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.156,772$20.2M0.03%-10,05213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP154,849$19.9M0.03%-37,89113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding153,718$19.8M+34,209Timeline
Manchester Capital Management LLC138,607$17.9M2.43%+3,65413F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC136,825$17.7M0.54%+58,65213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co136,871$17.6M0.2%-2,97613F-HRTimelineGroup
Gemmer Asset Management LLC136,503$17.6M1.36%-2,58713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC134,618$17.3M0.03%+11,10213F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding113,933$14.7M+97,858Timeline
MML INVESTORS SERVICES, LLC107,771$13.9M0.03%+7,68113F-HRTimeline
Beacon Pointe Advisors, LLC103,759$13.4M0.09%+4,82213F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC102,389$13.2M3.41%+97,39213F-HRTimeline
NATURAL INVESTMENTS, LLC98,774$12.7M3.17%new13F-HRTimeline
National Philanthropic Trust96,130$12.4M0.12%+19,61913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.95,412$12.3M0.46%+41,08413F-HRTimelineGroup
PFG Investments, LLC93,481$12M0.57%-92913F-HRTimeline
Francis Financial, Inc.92,853$12M2.34%-99013F-HRTimeline
Private Advisor Group, LLC91,061$11.7M0.06%-3,88613F-HRTimeline
Advisory Services Network, LLC88,171$11.4M0.16%+86213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…83,427$10.8M0.02%+3,65613F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding82,086$10.6M0Timeline
HighTower Advisors, LLC81,046$10.4M0.01%+7,97313F-HRTimeline
Mascoma Wealth Management LLC79,229$10.2M2.19%+88213F-HRTimeline
Composition Wealth, LLC78,217$10.1M0.14%-1,72813F-HRTimeline
CWM, LLCin group CWM, LLC69,143$8.91M0.02%-3,42213F-HRTimelineGroup
SCS Capital Management LLC69,138$8.91M0.09%013F-HRTimeline
Janney Montgomery Scott LLC68,830$8.87M0.02%+4,28313F-HRTimeline
Cambridge Investment Research Advisors,…67,966$8.76M0.02%-2,19813F-HRTimeline
COMERICA BANK62,702$8.08M0.03%-1,45513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV61,773$7.96M0.01%+1,26013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/61,630$7.94M<0.01%+65813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP60,345$7.77M0.01%+68013F-HR/ATimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC59,461$7.66M0.3%+9,01613F-HRTimelineGroup
Brio Consultants, LLC58,901$7.59M0.99%+45513F-HRTimeline
Strategic Point Investment Advisors, LLC58,501$7.54M1.04%-1,17513F-HRTimeline
Dunhill Financial, LLC58,475$7.53M1.84%-6,86913F-HRTimeline
CHOREO, LLC57,863$7.51M0.1%+1213F-HRTimeline
HEADINVEST, LLC56,282$7.25M1.44%+3,00513F-HRTimeline
ASPIRIANT, LLC54,846$7.07M0.2%+41,35213F-HRTimeline
Perigon Wealth Management, LLC53,810$6.93M0.12%+2,78113F-HRTimeline
Allianz SEin group Allianz SE53,354$6.87M0.09%+3,85613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC51,873$6.68M0.01%+3,31913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP51,083$6.58M0.01%+6,61913F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH47,761$6.15M0.05%-2,08013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …47,358$6.1M0.12%-1,25713F-HRTimelineGroup
Gilbert Capital Group, Inc.43,886$5.65M4.25%+48413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC43,751$5.64M0.09%+2,44113F-HRTimelineGroup
BBR PARTNERS, LLC42,474$5.47M0.29%-21813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding42,189$5.44M+1,156Timeline
Avise Financial Cooperative, Inc.40,372$5.2M4.69%13F-HRTimeline
One Wealth Advisors, LLC40,147$5.17M0.63%-2,47313F-HRTimeline
Litman Gregory Wealth Management LLC40,142$5.17M0.38%-1,42613F-HRTimeline
SageView Advisory Group, LLC39,483$5.09M0.17%-1,20613F-HRTimeline
Moment Partners, LLC37,063$4.77M0.98%-30013F-HRTimeline
Neumann Capital Management, LLC36,198$4.66M1.35%-27013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…35,858$4.62M0.03%+1,32313F-HRTimelineGroup
Cranbrook Wealth Management, LLC35,085$4.52M0.89%-95713F-HRTimeline
Diversified Enterprises, LLC34,870$4.49M0.27%-33713F-HRTimeline
Columbia Bank34,840$4.49M1.25%-1,79113F-HRTimeline
Laurel Wealth Planning LLC34,440$4.44M2.46%-15613F-HRTimeline
SOFI WEALTH, LLC34,308$4.42M0.22%+6,69213F-HRTimeline
&PARTNERS33,919$4.37M0.02%-47013F-HRTimeline
McClarren Financial Advisors, Inc.12,836$4.29M2.56%-8,66613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC32,425$4.18M0.67%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.31,743$4.09M0.03%+1,04013F-HRTimelineGroup
BAILARD, INC.30,946$3.99M0.09%+19513F-HRTimeline
True Blue Financial, LLC30,504$3.93M3.24%13F-HRTimeline
TrueWealth Financial Partners30,352$3.91M3.23%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,721$3.83M<0.01%-5,28613F-HR/ATimelineGroup
GeoWealth Management, LLC29,688$3.82M0.14%+3,87813F-HRTimeline
Horst & Graben Wealth Management LLC29,382$3.79M0.57%-48913F-HRTimeline
Orion Porfolio Solutions, LLC29,038$3.74M0.03%+56613F-HRTimeline
PITCAIRN COgroup of 2 filers holding28,526$3.68M+10,304Timeline
Sanctuary Advisors, LLC28,461$3.67M0.02%-26013F-HRTimeline
Wealthspire Advisors, LLC28,309$3.65M0.03%-33,90313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC28,905$3.64M0.01%+19813F-HRTimelineGroup
FORBES J M & CO LLP28,142$3.63M0.29%+2713F-HRTimeline
Wealthfront Advisers LLC26,502$3.41M0.01%-5,31513F-HRTimeline
Steward Partners Investment Advisory, L…26,426$3.4M0.02%-44613F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV26,317$3.39M0.93%-3513F-HRTimeline
Compass Financial Group, Inc. (Ohio)26,293$3.39M2.48%13F-HRTimeline
Merit Financial Group, LLC25,949$3.34M0.03%+9,29513F-HRTimeline
Impact Investors, Inc25,742$3.32M2.3%+98613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC25,390$3.27M0.32%-41113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources25,218$3.25M<0.01%-59613F-HRTimelineGroup
Sharkey, Howes & Javer24,816$3.2M0.41%+21413F-HRTimeline
Gibson Capital, LLC24,741$3.19M0.58%-38313F-HRTimeline
Bangor Savings Bank24,729$3.19M0.26%-60513F-HRTimeline
Creekside Partners24,698$3.18M1.34%-3313F-HRTimeline
Topel & Distasi Wealth Management, LLC24,363$3.14M1.53%-1,08413F-HRTimeline
Accredited Investors Inc.24,271$3.13M0.17%-1,99813F-HRTimeline
SAPIENT CAPITAL LLC23,380$3.03M0.04%013F-HRTimeline
Stanich Group LLC23,214$2.99M2.25%-5313F-HRTimeline
Chicago Partners Investment Group LLC22,515$2.96M0.07%-39713F-HRTimeline
Eley Financial Management, Inc22,715$2.93M1.05%-36313F-HRTimeline
BLAIR WILLIAM & CO/IL22,348$2.88M0.01%-23413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,995$2.87M<0.01%-81613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC22,021$2.84M0.06%+14713F-HRTimeline
Schneider Downs Wealth Management Advis…21,863$2.82M0.32%013F-HRTimeline
NewEdge Advisors, LLC21,855$2.82M0.01%+94313F-HRTimeline
Allworth Financial LP21,571$2.78M0.01%-3,93113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,562$2.78M<0.01%-98813F-HRTimelineGroup
ALTFEST L J & CO INC21,374$2.75M0.3%-54713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…21,063$2.71M0.01%-52313F-HRTimelineGroup
CONSCIOUS WEALTH INVESTMENTS, LLC21,202$2.69M1.61%+27213F-HRTimeline
FMR LLCin group FMR LLC20,670$2.66M<0.01%+1,91113F-HRTimelineGroup
Modern Wealth Management, LLC20,330$2.62M0.05%-63013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,316$2.62M<0.01%+2,35313F-HRTimelineGroup
Cornerstone Wealth Management, LLC20,259$2.61M0.14%-10513F-HRTimeline
Fingerlakes Wealth Management, Inc.20,138$2.59M1.65%+97013F-HRTimeline
BigSur Wealth Management LLC20,000$2.58M0.63%013F-HRTimeline
SigFig Wealth Management, LLC19,591$2.52M0.08%-19113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,330$2.49M0.15%-26513F-HRTimelineGroup
HB Wealth Management, LLC19,226$2.48M0.02%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…19,142$2.47M0.53%+7713F-HRTimeline
Allodium Investment Consultants, LLC19,131$2.46M1.25%-81913F-HRTimeline
Arlington Financial Advisors, LLC19,099$2.46M0.35%-99613F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp19,003$2.45M0.02%013F-HRTimelineGroup
Modera Wealth Management, LLC18,986$2.45M0.03%013F-HRTimeline
Shepherd Financial Partners LLC18,874$2.43M0.23%-79113F-HRTimeline
Snowden Capital Advisors LLC18,070$2.33M0.06%+2813F-HRTimeline
Cresset Asset Management, LLC18,053$2.33M0.01%+1413F-HRTimeline
Revolve Wealth Partners, LLC17,983$2.32M0.27%+52413F-HRTimeline
EP Wealth Advisors, LLC17,898$2.31M0.01%13F-HRTimeline
Waverly Advisors, LLC17,400$2.24M0.02%+54813F-HRTimeline
Davis Wealth Advisors, LLC16,776$2.16M1.8%+2,26213F-HRTimeline
VICUS CAPITAL16,511$2.13M0.16%-3,16913F-HRTimeline
NewEdge Wealth, LLC16,358$2.11M0.02%+6013F-HRTimeline
FSA WEALTH PARTNERS, INC.16,084$2.07M0.74%+6,28013F-HRTimeline
Integrated Wealth Concepts LLC15,812$2.04M0.02%-19,54513F-HRTimeline
Charter Oak Capital Management, LLC15,645$2.02M0.15%-71713F-HRTimeline
CX Institutional15,334$1.98M0.06%+1,61213F-HRTimeline
Investors Research Corp15,178$1.96M0.36%+4313F-HRTimeline
MainStreet Investment Advisors LLC15,167$1.95M0.28%+55813F-HRTimeline
Farther Finance Advisors, LLC15,050$1.94M0.02%+91413F-HRTimeline
Financial Insights, Inc.14,921$1.92M0.64%-36913F-HRTimeline
MassMutual Private Wealth & Trust, FSB14,747$1.9M0.05%+44013F-HRTimeline
Tempus Wealth Planning, LLC14,736$1.9M0.43%-23813F-HRTimeline
PFG Advisors14,561$1.88M0.09%-1,65313F-HRTimeline
Baker Avenue Asset Management, LP14,558$1.88M0.04%+33013F-HRTimeline
1015 Capital Partners, LLC14,380$1.85M1.82%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,354$1.85M0.06%-22613F-HRTimelineGroup
Aptus Capital Advisors, LLC13,949$1.8M0.02%+18913F-HRTimeline
MMBG INVESTMENT ADVISORS CO.13,785$1.78M0.15%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC13,678$1.76M0.08%+47213F-HRTimeline
HighPoint Advisor Group LLC13,662$1.76M0.04%new13F-HRTimeline
WHITTIER TRUST CO13,478$1.76M0.02%-46213F-HRTimeline
Hershey Financial Advisers, LLC13,556$1.75M1.48%+4,90613F-HRTimeline
Continuum Advisory, LLC13,155$1.69M0.17%+1,23913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,871$1.66M<0.01%-33113F-HRTimelineGroup
White Lighthouse Investment Management …12,792$1.65M0.23%+113F-HRTimeline
Austin Private Wealth, LLC12,697$1.64M0.12%-43513F-HRTimeline
SOA Wealth Advisors, LLC.12,574$1.62M0.27%-7013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS12,507$1.61M<0.01%+7413F-HRTimelineGroup
SAGE FINANCIAL GROUP INC12,421$1.6M0.11%-31113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12,308$1.59M<0.01%+93813F-HRTimelineGroup
WHI TRUST Co LLC12,280$1.58M1.22%13F-HRTimeline
Clear Harbor Asset Management, LLC12,173$1.57M0.11%013F-HRTimeline
POTENTIA WEALTH11,657$1.5M0.55%-41113F-HRTimeline
MGO ONE SEVEN LLC11,598$1.49M0.03%-25713F-HRTimeline
Sequoia Financial Advisors, LLC11,555$1.49M0.01%-2,41913F-HRTimeline
Savvy Advisors, Inc.11,543$1.49M0.05%+4,75313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,517$1.48M0.02%+7,10013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,473$1.48M0.03%-24413F-HRTimelineGroup
NorthRock Partners, LLC11,400$1.47M0.02%+3,52613F-HRTimeline
Boston Standard Wealth Management, LLC11,261$1.45M0.24%+3113F-HRTimeline
Focus Financial Network, Inc.11,040$1.42M0.05%-36413F-HRTimeline
Wealth Management Partners, LLC10,868$1.4M0.4%013F-HRTimeline
MA Private Wealth10,849$1.4M0.23%+2713F-HRTimeline
RFG Advisory, LLC10,793$1.39M0.03%-3313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,652$1.39M0.03%013F-HRTimeline
Great Diamond Partners, LLC10,782$1.39M0.27%+27213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,779$1.39M0.07%+17113F-HRTimeline
Bensler, LLC10,768$1.39M0.14%-18813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,687$1.38M0.02%-41513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.10,353$1.33M0.01%-6313F-HRTimeline