# ISHARES TR (DSI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DSI/

- Reporting holders: 28
- Reported value: $31.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $6.8M | 46,505 | 0.1% | 32 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $3.4M | 23,380 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.9M | 20,087 | 0.0% | 16 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $2.5M | 17,365 | 0.1% | 20 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $2.4M | 16,243 | 0.2% | 32 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $2.1M | 14,679 | 0.4% | 30 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $1.7M | 11,337 | 0.2% | 32 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.1M | 7,504 | 0.0% | 32 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $915.8K | 6,265 | 0.1% | 2 |
| [ZEVENBERGEN CAPITAL INVESTMENTS LLC](https://holderbook.com/funds/1276918-zevenbergen-capital-investments-llc/) | $888.0K | 6,075 | 0.0% | 32 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $767.5K | 5,172 | 0.2% | 32 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $745.2K | 5,098 | 0.1% | 10 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $694.7K | 4,752 | 0.0% | 9 |
| [LWM ADVISORS INC](https://holderbook.com/funds/2067328-lwm-advisors-inc/) | $636.2K | 4,352 | 0.5% | 8 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $568.9K | 3,891 | 0.1% | 24 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $508.3K | 3,477 | 0.0% | 32 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $465.1K | 3,182 | 0.2% | 12 |
| [New Covenant Trust Company, N.A.](https://holderbook.com/funds/2023097-new-covenant-trust-company-n-a/) | $329.8K | 2,256 | 0.2% | 6 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $315.7K | 2,160 | 0.1% | 12 |
| [Koenig Investment Advisory, LLC](https://holderbook.com/funds/2114481-koenig-investment-advisory-llc/) | $300.1K | 2,053 | 0.2% | 4 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $290.3K | 1,986 | 0.0% | 10 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $242.6K | 1,660 | 0.0% | 5 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $214.2K | 1,465 | 0.1% | 2 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $203.2K | 1,390 | 0.0% | 1 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $74.6K | 510 | 0.0% | 19 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 28 | $31.2M |
| Q2 2026 | 637 | $3.9B |
| Q1 2026 | 593 | $3.1B |
| Q4 2025 | 616 | $3.2B |
| Q3 2025 | 563 | $3.1B |
| Q2 2025 | 563 | $2.9B |
| Q1 2025 | 546 | $2.5B |
| Q4 2024 | 569 | $3.6B |
| Q3 2024 | 539 | $3.6B |
| Q2 2024 | 522 | $3.5B |
| Q1 2024 | 505 | $3.8B |
| Q4 2023 | 495 | $3.1B |