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Disclosery

DSI ISHARES TR

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SHS (fund)

586 managers (597 13F filers) reported a position in DSI shares at 2026-03-31, 24,476,053 shares in all. 22 filers opened a position and 40 filers sold out during the quarter.

Managers
586
13F filers
597
New
22
Added
185
Reduced
230
Sold out
40
Shares held by filers
24,476,053

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY3,971,726$481M0.03%+104,91113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,100,536$255M-155,181Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,490,807$181M0.01%-191,06713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,254,533$152M0.03%+459,24813F-HRTimelineGroup
LPL Financial LLC1,232,859$149M0.04%-25,90613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,189,990$140M0.01%-34,65513F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC834,824$101M0.02%-28,33113F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding419,959$50.9M+1,517Timeline
IMA Advisory Services, Inc.412,576$49.7M4.86%+4,65213F-HRTimeline
Betterment LLC349,749$42.4M0.08%-18,69113F-HRTimeline
Mariner, LLCin group Mariner, LLC334,677$40.6M0.05%-11,42013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\323,131$39.2M0.05%-3,88413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…300,562$36.4M0.06%+3,49413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO282,552$34.2M0.03%-2,57013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC247,083$29.9M<0.01%+52,59413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC228,315$27.7M0.04%+8,61613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN221,434$26.8M0.01%-32,63813F-HR/ATimelineGroup
Creative Planningin group Creative Planning216,456$26.2M0.02%+38,52413F-HRTimelineGroup
NORTHSTAR ASSET MANAGEMENT INC212,270$25.7M7.89%+109,88113F-HRTimeline
Cetera Investment Advisers203,543$24.7M0.03%-11,95513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA176,824$21.4M<0.01%-21,12913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC174,241$21.1M0.01%-31,84713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS174,144$21.1M0.04%-5,38713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC166,917$20.2M0.16%-9,27213F-HRTimelineGroup
National Philanthropic Trust164,023$19.9M0.21%+67,89313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC163,687$19.8M0.03%+29,06913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP156,910$19M0.03%+2,06113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding148,189$18M-5,529Timeline
Beacon Pointe Advisors, LLC145,400$17.6M0.09%+41,64113F-HRTimeline
Gemmer Asset Management LLC138,689$16.8M1.33%+2,18613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co136,725$16.6M0.2%-14613F-HRTimelineGroup
Manchester Capital Management LLC135,121$16.4M2.36%-3,48613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.128,358$15.6M0.02%-28,41413F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.113,725$13.8M0.5%+18,31313F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding108,752$13.2M-5,181Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding97,983$11.9M+15,897Timeline
NATURAL INVESTMENTS, LLC97,849$11.9M2.92%-92513F-HRTimeline
PFG Investments, LLC95,999$11.6M0.54%+2,51813F-HRTimeline
HighTower Advisors, LLC92,336$11.2M0.01%+11,29013F-HRTimeline
Francis Financial, Inc.91,578$11.1M2.06%-1,27513F-HRTimeline
Private Advisor Group, LLC90,054$10.9M0.05%-1,00713F-HRTimeline
MML INVESTORS SERVICES, LLC88,810$10.8M0.03%-18,96113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…84,081$10.1M0.02%+65413F-HRTimelineGroup
TRILLIUM ASSET MANAGEMENT, LLC132,556$9.55M0.32%-4,26913F-HRTimeline
Mascoma Wealth Management LLC72,480$8.78M1.82%-6,74913F-HRTimeline
Composition Wealth, LLC70,771$8.58M0.12%-7,44613F-HRTimeline
Brio Consultants, LLC62,899$8.56M1.05%+3,99813F-HRTimeline
SCS Capital Management LLC69,138$8.38M0.09%013F-HRTimeline
CWM, LLCin group CWM, LLC68,193$8.26M0.02%-95013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV66,795$8.09M0.01%+5,02213F-HRTimeline
Janney Montgomery Scott LLC65,836$7.98M0.02%-2,99413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…65,586$7.95M<0.01%+44,02413F-HRTimelineGroup
Cambridge Investment Research Advisors,…64,530$7.82M0.02%-3,43613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/64,315$7.79M<0.01%+2,68513F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC61,507$7.45M0.3%+2,04613F-HRTimelineGroup
Advisory Services Network, LLC60,882$7.38M0.1%-27,28913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP61,751$7.36M0.01%+1,40613F-HRTimelineGroup
Allianz SEin group Allianz SE57,368$6.95M0.08%+4,01413F-HRTimelineGroup
Strategic Point Investment Advisors, LLC56,187$6.81M0.99%-2,31413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding55,535$6.73M+13,346Timeline
CHOREO, LLC55,461$6.72M0.08%-2,40213F-HRTimeline
HEADINVEST, LLC54,930$6.66M1.37%-1,35213F-HRTimeline
Perigon Wealth Management, LLC54,922$6.66M0.12%+1,11213F-HRTimeline
ASPIRIANT, LLC54,846$6.65M0.19%013F-HRTimeline
Dunhill Financial, LLC52,521$6.37M1.5%-5,95413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,852$5.92M0.01%-2,23113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …46,200$5.6M0.11%-1,15813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC45,714$5.54M0.01%-6,15913F-HRTimelineGroup
Avise Financial Cooperative, Inc.44,888$5.44M4.5%+4,51613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC43,245$5.24M0.08%-50613F-HRTimelineGroup
SOFI WEALTH, LLC42,790$5.19M0.25%+8,48213F-HRTimeline
Gilbert Capital Group, Inc.42,434$5.14M3.97%-1,45213F-HRTimeline
SageView Advisory Group, LLC39,122$4.74M0.17%-36113F-HRTimeline
Archer Investment Management, LLC39,065$4.73M1.99%+32,90413F-HRTimeline
GTS SECURITIES LLC38,277$4.64M0.16%+30,64713F-HRTimeline
Integrated Wealth Concepts LLC37,764$4.58M0.04%+21,95213F-HRTimeline
Moment Partners, LLC36,917$4.47M0.8%-14613F-HRTimeline
One Wealth Advisors, LLC36,835$4.46M0.56%-3,31213F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH36,621$4.44M0.04%-11,14013F-HRTimelineGroup
Diversified Enterprises, LLC35,494$4.3M0.24%+62413F-HRTimeline
Columbia Bank35,440$4.29M1.23%+60013F-HRTimeline
Neumann Capital Management, LLC35,428$4.29M1.26%-77013F-HRTimeline
Cranbrook Wealth Management, LLC35,191$4.26M0.87%+10613F-HRTimeline
Laurel Wealth Planning LLC34,117$4.13M2.18%-32313F-HRTimeline
First Affirmative Financial Network33,981$4.12M1.6%13F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…33,858$4.1M0.03%-2,00013F-HRTimelineGroup
&PARTNERS33,387$4.05M0.02%-53213F-HRTimeline
McClarren Financial Advisors, Inc.33,362$4.04M2.39%+20,52613F-HRTimeline
Independent Advisor Alliance33,306$4.04M0.04%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC32,425$3.93M0.71%013F-HRTimeline
BAILARD, INC.31,855$3.86M0.09%+90913F-HRTimeline
Wealthfront Advisers LLC31,548$3.82M0.01%+5,04613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,214$3.76M0.02%-2,52913F-HRTimelineGroup
True Blue Financial, LLC30,502$3.7M2.91%-213F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO28,526$3.68M0.34%013F-HRTimelineGroup
Horst & Graben Wealth Management LLC26,769$3.62M0.5%-2,61313F-HRTimeline
BBR PARTNERS, LLC29,506$3.58M0.2%-12,96813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,477$3.57M<0.01%-24413F-HRTimelineGroup
FORBES J M & CO LLP29,299$3.55M0.3%+1,15713F-HRTimeline
Merit Financial Group, LLC29,260$3.55M0.03%+3,31113F-HRTimeline
FMR LLCin group FMR LLC28,717$3.48M<0.01%+8,04713F-HRTimelineGroup
Impact Investors, Inc28,375$3.44M2.39%+2,63313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,338$3.34M<0.01%+8,02213F-HRTimelineGroup
GeoWealth Management, LLC27,252$3.3M0.12%-2,43613F-HRTimeline
Wealthspire Advisors, LLC26,815$3.25M0.03%-1,49413F-HRTimeline
Sanctuary Advisors, LLC26,525$3.21M0.02%-1,93613F-HRTimeline
Steward Partners Investment Advisory, L…26,489$3.21M0.02%+6313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV26,202$3.18M0.91%-11513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources25,218$3.06M<0.01%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC25,026$3.03M0.01%-3,87913F-HRTimelineGroup
Orion Porfolio Solutions, LLC25,005$3.03M0.03%-4,03313F-HRTimeline
Chicago Partners Investment Group LLC22,476$3M0.07%-3913F-HRTimeline
Gibson Capital, LLC24,717$3M0.56%-2413F-HRTimeline
Accredited Investors Inc.24,716$3M0.16%+44513F-HRTimeline
NewEdge Advisors, LLC24,544$2.97M0.01%+2,68913F-HR/ATimeline
Creekside Partners24,517$2.97M1.22%-18113F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC24,189$2.93M0.29%-1,20113F-HRTimeline
Compass Financial Group, Inc. (Ohio)23,618$2.86M2.09%-2,67513F-HRTimeline
SAPIENT CAPITAL LLC23,380$2.83M0.04%013F-HR/ATimeline
Stanich Group LLC23,151$2.81M2.14%-6313F-HRTimeline
Eley Financial Management, Inc23,139$2.8M1.01%+42413F-HR/ATimeline
Quantinno Capital Management LP23,106$2.8M<0.01%+18,17613F-HRTimeline
Topel & Distasi Wealth Management, LLC22,655$2.75M1.42%-1,70813F-HRTimeline
Sharkey, Howes & Javer22,291$2.7M0.36%-2,52513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC22,037$2.67M0.06%+1613F-HRTimeline
Schneider Downs Wealth Management Advis…21,863$2.65M0.29%013F-HRTimeline
Allworth Financial LP21,452$2.6M0.01%-11913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…21,258$2.58M0.01%+19513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC21,240$2.57M<0.01%+14,98213F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.21,175$2.57M1.7%+1,03713F-HRTimeline
ALTFEST L J & CO INC21,174$2.57M0.27%-20013F-HRTimeline
BLAIR WILLIAM & CO/IL20,396$2.47M0.01%-1,95213F-HRTimeline
BigSur Wealth Management LLC20,000$2.42M0.68%013F-HRTimeline
Modern Wealth Management, LLC19,617$2.4M0.04%-71313F-HRTimeline
HB Wealth Management, LLC19,330$2.34M0.02%+10413F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp19,003$2.3M0.02%013F-HRTimelineGroup
Modera Wealth Management, LLC18,986$2.3M0.03%013F-HRTimeline
Arlington Financial Advisors, LLC18,970$2.3M0.33%-12913F-HRTimeline
Shepherd Financial Partners LLC18,877$2.29M0.22%+313F-HRTimeline
EP Wealth Advisors, LLC18,606$2.25M0.01%+70813F-HRTimeline
Cornerstone Wealth Management, LLC18,584$2.25M0.11%-1,67513F-HRTimeline
Allodium Investment Consultants, LLC18,531$2.25M1.08%-60013F-HRTimeline
Snowden Capital Advisors LLC18,305$2.22M0.06%+23513F-HRTimeline
Cresset Asset Management, LLC18,053$2.19M0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,001$2.18M<0.01%+13,85213F-HRTimelineGroup
SigFig Wealth Management, LLC17,946$2.17M0.06%-1,64513F-HRTimeline
Revolve Wealth Partners, LLC17,809$2.16M0.28%-17413F-HRTimeline
Waverly Advisors, LLC17,678$2.14M0.02%+27813F-HRTimeline
Investor's Fiduciary Advisor Network, L…17,238$2.09M0.64%-1,90413F-HRTimeline
Bangor Savings Bank17,200$2.08M0.17%-7,52913F-HRTimeline
Farther Finance Advisors, LLC16,314$1.99M0.02%+1,26413F-HRTimeline
NewEdge Wealth, LLC16,431$1.99M0.02%+7313F-HRTimeline
VICUS CAPITAL16,264$1.97M0.14%-24713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,028$1.94M0.18%-3,30213F-HRTimelineGroup
CX Institutional15,991$1.94M0.06%+65713F-HRTimeline
Charter Oak Capital Management, LLC15,555$1.89M0.15%-9013F-HRTimeline
Davis Wealth Advisors, LLC15,474$1.88M1.56%-1,30213F-HRTimeline
Investors Research Corp15,260$1.85M0.35%+8213F-HRTimeline
Tempus Wealth Planning, LLC14,830$1.8M0.41%+9413F-HRTimeline
SAX WEALTH ADVISORS, LLC13,678$1.76M0.09%013F-HRTimeline
Gateway Wealth Partners, LLC14,462$1.75M0.07%+9,52513F-HRTimeline
Baker Avenue Asset Management, LP14,412$1.75M0.04%-14613F-HRTimeline
1015 Capital Partners, LLC14,380$1.74M1.69%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,329$1.74M0.06%-2513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,326$1.74M0.02%+2,80913F-HRTimelineGroup
Financial Insights, Inc.14,151$1.71M0.56%-77013F-HRTimeline
PFG Advisors13,877$1.68M0.08%-68413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.13,785$1.67M0.15%013F-HRTimeline
Aptus Capital Advisors, LLC13,742$1.67M0.01%-20713F-HRTimeline
HighPoint Advisor Group LLC13,545$1.64M0.07%-11713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,416$1.64M<0.01%-8,57913F-HRTimeline
Savvy Advisors, Inc.13,196$1.6M0.04%+1,65313F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp13,192$1.6M0.21%+3,23413F-HRTimelineGroup
Continuum Advisory, LLC13,065$1.58M0.15%-9013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.14,343$1.58M<0.01%13F-HRTimelineGroup
White Lighthouse Investment Management …12,942$1.57M0.22%+15013F-HRTimeline
POTENTIA WEALTH12,502$1.52M0.59%+84513F-HRTimeline
Sovran Advisors, LLC10,951$1.49M0.12%+1,05513F-HRTimeline
WHI TRUST Co LLC12,280$1.49M1.12%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,270$1.49M0.02%+79713F-HRTimelineGroup
Clear Harbor Asset Management, LLC12,173$1.48M0.1%013F-HRTimeline
SAGE FINANCIAL GROUP INC12,152$1.47M0.1%-26913F-HRTimeline
Bensler, LLC12,052$1.46M0.15%+1,28413F-HRTimeline
SOA Wealth Advisors, LLC.12,000$1.45M0.27%-57413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,764$1.43M0.02%+1,07713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,477$1.39M<0.01%-1,39413F-HRTimelineGroup
NorthRock Partners, LLC11,434$1.39M0.02%+3413F-HRTimeline
Boston Standard Wealth Management, LLC11,290$1.38M0.23%+2913F-HRTimeline
Valmark Advisers, Inc.11,320$1.37M0.02%+1,27013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,292$1.37M0.06%+51313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,267$1.37M0.06%+1,23713F-HRTimeline
WHITTIER TRUST CO11,028$1.35M0.02%-2,45013F-HRTimeline
Sequoia Financial Advisors, LLC11,104$1.35M0.01%-45113F-HRTimeline
MA Private Wealth10,849$1.31M0.22%013F-HRTimeline
MGO ONE SEVEN LLC10,689$1.3M0.03%-90913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,442$1.28M0.03%-21013F-HRTimeline
Great Diamond Partners, LLC10,252$1.24M0.24%-53013F-HRTimeline
RFG Advisory, LLC10,202$1.24M0.02%-59113F-HRTimeline
OpenArc Corporate Advisory, LLC10,106$1.22M0.02%+2,01713F-HRTimeline
Focus Financial Network, Inc.9,888$1.2M0.04%-1,15213F-HRTimeline