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Disclosery

DSI ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 30 13F filers report a position in DSI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Gradient Investments LLCin group Gradient Investments LLC46,505$6.8M0.1%+1,54713F-HRTimelineGroup
SAPIENT CAPITAL LLC23,380$3.42M0.05%013F-HRTimeline
Farther Finance Advisors, LLC20,087$2.94M0.02%+3,41813F-HRTimeline
SigFig Wealth Management, LLC17,365$2.54M0.06%-16113F-HRTimeline
Bangor Savings Bank16,243$2.37M0.18%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp15,533$2.27M0.28%+3,50413F-HRTimelineGroup
CX Institutional14,951$2.19M0.06%+3013F-HRTimeline
Investors Research Corp14,679$2.15M0.38%-1513F-HRTimeline
Boston Standard Wealth Management, LLC11,337$1.66M0.24%+2513F-HRTimeline
Acropolis Investment Management, LLC7,504$1.1M0.04%-2413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…6,265$916K0.08%+42513F-HRTimelineGroup
ZEVENBERGEN CAPITAL INVESTMENTS LLC6,075$888K0.02%013F-HRTimeline
Prism Advisors, Inc.5,172$767K0.19%-57713F-HRTimeline
Montecito Bank & Trust5,098$745K0.11%013F-HRTimeline
CoreCap Advisors, LLC4,752$695K0.02%-19313F-HRTimeline
LWM ADVISORS INC4,352$636K0.48%013F-HRTimeline
KFA Private Wealth Group, LLC3,891$569K0.13%-3813F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,477$508K0.01%-57513F-HRTimeline
MRA Advisory Group3,182$465K0.17%+5513F-HRTimeline
New Covenant Trust Company, N.A.2,256$330K0.23%013F-HRTimeline
Weaver Consulting Group2,160$316K0.06%013F-HRTimeline
Koenig Investment Advisory, LLC2,053$300K0.22%+213F-HRTimeline
Insight Wealth Strategies, LLC1,986$290K0.03%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,660$243K0.03%013F-HRTimeline
Baron Financial Group, LLC1,465$214K0.1%013F-HRTimeline
Bath Savings Trust Co1,390$203K0.02%new13F-HRTimeline
Bank of New Hampshire510$74.6K0.02%013F-HRTimeline
EASTERN BANK356$52K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC150$21.9K0.01%013F-HRTimeline
GAMMA Investing LLC20$2.92K<0.01%new13F-HRTimeline