ISHARES TR (DSI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
608
Reporting holders
$3.4B
Reported value
0.0%
Held as options
+41
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $602.6M | 4,231,965 | 0.03% | 35q | +6.6%+$37.1M |
| ENVESTNET ASSET MANAGEMENT INC | $248.0M | 1,741,833 | 0.06% | 31q | -1.8%-$4.6M |
| BANK OF AMERICA CORP /DE/ | $200.1M | 1,405,229 | 0.01% | 31q | -5.7%-$12.2M |
| LPL Financial LLC | $175.0M | 1,229,365 | 0.04% | 31q | HELD |
| Bank of New York Mellon Corp | $169.9M | 1,193,065 | 0.03% | 31q | -4.9%-$8.8M |
| JPMORGAN CHASE & CO | $163.1M | 1,156,395 | 0.01% | 31q | -2.8%-$4.7M |
| AMERIPRISE FINANCIAL INC | $117.1M | 797,286 | 0.02% | 31q | -52.2%-$128.1M |
| IMA Advisory Services, Inc. | $63.0M | 444,726 | 3.94% | 7q | +7.8%+$4.6M |
| UBS Group AG | $58.0M | 407,533 | 0.01% | 31q | -2.1%-$1.2M |
| Mariner, LLC | $47.8M | 335,917 | 0.05% | 31q | HELD |
| US BANCORP \DE\ | $45.9M | 322,658 | 0.05% | 31q | HELD |
| Envestnet Portfolio Solutions, Inc. | $45.4M | 318,940 | 0.22% | 12q | -2.2%-$1.0M |
| Rockefeller Capital Management L.P. | $43.0M | 302,319 | 0.07% | 28q | +0.6%+$250.2K |
| GOLDMAN SACHS GROUP INC | $42.6M | 298,963 | 0.00% | 31q | +21.0%+$7.4M |
| SEI INVESTMENTS CO | $39.9M | 280,073 | 0.04% | 31q | -0.9%-$353.0K |
| NORTHSTAR ASSET MANAGEMENT INC | $39.9M | 279,901 | 11.68% | 4q | +31.9%+$9.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $32.4M | 227,210 | 0.04% | 31q | HELD |
| Global Retirement Partners, LLC | $31.5M | 221,547 | 0.48% | 16q | HELD |
| WELLS FARGO & COMPANY/MN | $30.6M | 214,635 | 0.00% | 31q | -51.5%-$32.5M |
| Creative Planning | $30.0M | 210,927 | 0.02% | 31q | -2.6%-$787.3K |
| Cetera Investment Advisers | $29.2M | 204,758 | 0.03% | 23q | +0.6%+$173.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $25.8M | 181,435 | 0.02% | 30q | +171.6%+$16.3M |
| CAPTRUST FINANCIAL ADVISORS | $25.3M | 177,439 | 0.04% | 31q | +1.9%+$469.2K |
| RAYMOND JAMES FINANCIAL INC | $25.2M | 176,795 | 0.01% | 7q | +1.5%+$363.7K |
| OSAIC HOLDINGS, INC. | $24.8M | 174,483 | 0.03% | 26q | +35.9%+$6.6M |
| Cerity Partners LLC | $23.3M | 163,637 | 0.03% | 31q | HELD |
| ROYAL BANK OF CANADA | $22.9M | 160,692 | 0.00% | 31q | -9.1%-$2.3M |
| TRUIST FINANCIAL CORP | $22.4M | 157,186 | 0.03% | 31q | HELD |
| National Philanthropic Trust | $21.1M | 148,426 | 0.31% | 10q | -9.5%-$2.2M |
| Beacon Pointe Advisors, LLC | $20.8M | 146,353 | 0.10% | 12q | +0.7%+$135.7K |
| Ameritas Advisory Services, LLC | $20.8M | 146,299 | 0.42% | 12q | +53.0%+$7.2M |
| Gemmer Asset Management LLC | $19.9M | 139,453 | 1.33% | 29q | +0.6%+$108.8K |
| Focus Partners Wealth | $19.6M | 137,461 | 0.02% | 11q | HELD |
| Fiduciary Trust Co | $18.4M | 129,159 | 0.20% | 31q | -5.5%-$1.1M |
| Manchester Capital Management LLC | $18.3M | 128,700 | 2.38% | 31q | -4.8%-$914.3K |
| Johnson Financial Group, Inc. | $15.9M | 111,675 | 0.52% | 31q | -1.8%-$291.9K |
| MML INVESTORS SERVICES, LLC | $14.7M | 103,448 | 0.03% | 31q | +16.5%+$2.1M |
| PFG Investments, LLC | $13.9M | 97,760 | 0.54% | 14q | +1.8%+$250.7K |
| HighTower Advisors, LLC | $13.7M | 96,438 | 0.01% | 31q | +4.4%+$584.1K |
| Francis Financial, Inc. | $12.9M | 90,492 | 2.11% | 17q | -1.2%-$154.6K |
| Private Advisor Group, LLC | $12.2M | 85,793 | 0.06% | 31q | -4.7%-$606.7K |
| Mascoma Wealth Management LLC | $10.9M | 76,421 | 2.02% | 27q | +5.4%+$561.2K |
| Corient Private Wealth LP | $10.1M | 71,149 | 0.01% | 15q | +15.2%+$1.3M |
| TRILLIUM ASSET MANAGEMENT, LLC | $10.1M | 70,793 | 0.31% | 31q | -46.6%-$8.8M |
| FIFTH THIRD BANCORP | $10.0M | 70,077 | 0.02% | 31q | HELD |
| SCS Capital Management LLC | $9.8M | 69,138 | 0.09% | 6q | HELD |
| Integrated Wealth Concepts LLC | $9.4M | 65,941 | 0.05% | 26q | +74.6%+$4.0M |
| BANK OF MONTREAL /CAN/ | $9.2M | 64,692 | 0.00% | 31q | +0.6%+$53.7K |
| Composition Wealth, LLC | $9.0M | 63,094 | 0.11% | 27q | -10.8%-$1.1M |
| Brio Consultants, LLC | $8.9M | 62,504 | 1.04% | 31q | -0.6%-$56.2K |
| ST GERMAIN D J CO INC | $8.9M | 62,499 | 0.32% | 23q | +1.6%+$141.3K |
| Allianz SE | $8.7M | 61,222 | 0.09% | 10q | +6.7%+$548.8K |
| Merit Financial Group, LLC | $8.4M | 59,060 | 0.03% | 24q | +101.8%+$4.2M |
| Strategic Point Investment Advisors, LLC | $8.1M | 57,179 | 1.06% | 28q | +1.8%+$141.3K |
| Perigon Wealth Management, LLC | $8.0M | 56,065 | 0.13% | 21q | +2.1%+$162.8K |
| ASPIRIANT, LLC | $7.8M | 54,986 | 0.19% | 10q | HELD |
| HEADINVEST, LLC | $7.8M | 54,789 | 1.46% | 28q | HELD |
| Advisory Services Network, LLC | $7.8M | 54,735 | 0.09% | 31q | -10.1%-$875.3K |
| CHOREO, LLC | $7.6M | 53,521 | 0.08% | 14q | -3.5%-$276.2K |
| SOFI WEALTH, LLC | $7.4M | 52,019 | 0.30% | 7q | +21.6%+$1.3M |
| PNC Financial Services Group, Inc. | $7.2M | 50,722 | 0.00% | 31q | -22.7%-$2.1M |
| Wealthcare Advisory Partners LLC | $7.1M | 49,560 | 0.13% | 31q | +7.3%+$478.4K |
| SAPIENT CAPITAL LLC | $6.7M | 46,760 | 0.04% | 11q | +100.0%+$3.3M |
| STIFEL FINANCIAL CORP | $6.6M | 46,578 | 0.01% | 31q | -4.7%-$323.8K |
| Gradient Investments LLC | $6.4M | 44,958 | 0.09% | 31q | +4.0%+$243.9K |
| NewEdge Advisors, LLC | $6.4M | 44,834 | 0.02% | new | NEW |
| Dunhill Financial, LLC | $6.4M | 44,668 | 1.30% | 13q | -15.0%-$1.1M |
| ASSETMARK, INC | $6.3M | 43,915 | 0.01% | 26q | -3.9%-$256.2K |
| Gilbert Capital Group, Inc. | $5.9M | 41,527 | 4.14% | 5q | -2.1%-$129.1K |
| Avise Financial Cooperative, Inc. | $5.8M | 40,390 | 4.08% | 3q | -10.0%-$640.5K |
| Columbia Bank | $5.7M | 39,864 | 1.27% | 10q | +12.5%+$629.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.6M | 39,487 | 0.00% | 11q | +119.4%+$3.1M |
| JONES FINANCIAL COMPANIES LLLP | $5.4M | 38,643 | 0.00% | 13q | +36.4%+$1.4M |
| Kestra Advisory Services, LLC | $5.3M | 37,363 | 0.02% | 24q | -15.6%-$981.6K |
| Wealthfront Advisers LLC | $5.2M | 36,839 | 0.01% | 20q | +16.8%+$753.4K |
| One Wealth Advisors, LLC | $5.2M | 36,755 | 0.58% | 23q | HELD |
| Moment Partners, LLC | $5.2M | 36,426 | 0.93% | 7q | -1.3%-$69.9K |
| Neumann Capital Management, LLC | $5.0M | 35,201 | 3.32% | 29q | -0.6%-$32.3K |
| Diversified Enterprises, LLC | $5.0M | 35,137 | 0.24% | 8q | -1.0%-$50.8K |
| Cranbrook Wealth Management, LLC | $4.9M | 34,699 | 0.92% | 31q | -1.4%-$70.1K |
| McClarren Financial Advisors, Inc. | $4.9M | 34,476 | 2.54% | 6q | +3.3%+$158.6K |
| GeoWealth Management, LLC | $4.8M | 33,636 | 0.15% | 11q | +23.4%+$909.0K |
| &PARTNERS | $4.8M | 33,404 | 0.02% | 9q | HELD |
| Laurel Wealth Planning LLC | $4.8M | 33,390 | 2.10% | 23q | -2.1%-$103.5K |
| SageView Advisory Group, LLC | $4.6M | 32,487 | 0.15% | 9q | -17.0%-$944.8K |
| CHILDRESS CAPITAL ADVISORS, LLC | $4.6M | 32,101 | 0.75% | 22q | -1.0%-$46.1K |
| BAILARD, INC. | $4.5M | 31,664 | 0.09% | 31q | -0.6%-$27.2K |
| Erste Asset Management GmbH | $4.5M | 36,621 | 0.03% | 8q | HELD |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $4.4M | 31,148 | 1.12% | 24q | +18.9%+$704.3K |
| True Blue Financial, LLC | $4.4M | 30,923 | 1.86% | 3q | +1.4%+$59.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.4M | 30,473 | 0.01% | 12q | +127.1%+$2.4M |
| FMR LLC | $4.3M | 30,371 | 0.00% | 31q | +5.8%+$235.5K |
| FORBES J M & CO LLP | $4.2M | 29,548 | 0.33% | 31q | +0.8%+$35.5K |
| FRANKLIN RESOURCES INC | $4.1M | 29,053 | 0.00% | 19q | +15.2%+$546.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.1M | 28,901 | 0.02% | 31q | -14.6%-$706.7K |
| BBR PARTNERS, LLC | $4.1M | 28,552 | 0.19% | 31q | -3.2%-$135.8K |
| Pitcairn Wealth Advisors LLC | $4.1M | 28,513 | 0.44% | 3q | HELD |
| Equitable Holdings, Inc. | $4.0M | 28,329 | 0.02% | 27q | -3.0%-$126.0K |
| Fifth Third Wealth Advisors LLC | $4.0M | 28,071 | 0.11% | 11q | +0.7%+$28.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.0M | 27,938 | 0.00% | 31q | -5.2%-$219.1K |
Showing the largest 100 of 631 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 608 | $3.4B | 24,141,294 | 58 | 144 | 185 | 0.0% |
| Q1 2026 | 567 | $3.0B | 24,586,796 | 22 | 144 | 208 | 0.0% |
| Q4 2025 | 590 | $3.0B | 23,500,078 | 43 | 135 | 183 | 0.0% |
| Q3 2025 | 537 | $3.0B | 23,681,620 | 30 | 115 | 198 | 0.0% |
| Q2 2025 | 531 | $2.7B | 23,304,206 | 39 | 123 | 193 | 0.0% |
| Q1 2025 | 511 | $2.4B | 23,407,538 | 24 | 135 | 180 | 0.0% |
| Q4 2024 | 536 | $2.8B | 25,656,161 | 28 | 116 | 184 | 0.0% |
| Q3 2024 | 508 | $2.9B | 26,320,848 | 33 | 99 | 199 | 0.0% |
| Q2 2024 | 488 | $2.8B | 26,758,238 | 30 | 135 | 147 | 0.0% |
| Q1 2024 | 470 | $3.6B | 35,526,936 | 36 | 113 | 169 | 0.0% |
| Q4 2023 | 457 | $2.9B | 31,845,769 | 40 | 160 | 112 | 0.0% |
| Q3 2023 | 416 | $2.0B | 24,120,973 | 22 | 99 | 140 | 0.0% |
| Q2 2023 | 414 | $2.0B | 23,227,248 | 35 | 103 | 129 | 0.0% |
| Q1 2023 | 387 | $1.8B | 22,614,351 | 24 | 101 | 153 | 0.0% |
| Q4 2022 | 372 | $1.7B | 23,208,790 | 28 | 111 | 108 | 0.0% |
| Q3 2022 | 420 | $1.8B | 26,103,928 | 25 | 130 | 107 | 0.0% |
| Q2 2022 | 424 | $1.9B | 26,207,341 | 33 | 165 | 88 | 0.0% |
| Q1 2022 | 422 | $2.0B | 23,473,888 | 24 | 158 | 100 | 0.0% |
| Q4 2021 | 433 | $2.1B | 22,740,322 | 45 | 129 | 102 | 0.0% |
| Q3 2021 | 384 | $1.7B | 20,138,316 | 19 | 130 | 106 | 0.0% |
| Q2 2021 | 383 | $1.6B | 18,966,378 | 28 | 121 | 108 | 0.0% |
| Q1 2021 | 371 | $1.4B | 18,829,956 | 33 | 121 | 96 | 0.0% |
| Q4 2020 | 356 | $1.3B | 18,513,835 | 28 | 285 | 7 | 0.0% |
| Q3 2020 | 321 | $1.1B | 8,614,616 | 30 | 105 | 74 | 0.0% |
| Q2 2020 | 312 | $958.3M | 8,199,386 | 35 | 111 | 67 | 0.0% |
| Q1 2020 | 293 | $774.0M | 8,499,428 | 29 | 106 | 74 | 0.0% |
| Q4 2019 | 303 | $895.8M | 7,566,699 | 25 | 114 | 47 | 0.0% |
| Q3 2019 | 269 | $732.5M | 6,701,030 | 23 | 91 | 59 | 0.0% |
| Q2 2019 | 257 | $678.3M | 6,291,785 | 31 | 88 | 56 | 0.0% |
| Q1 2019 | 247 | $623.1M | 6,019,590 | 29 | 91 | 48 | 0.0% |
| Q4 2018 | 234 | $551.7M | 5,929,250 | 3 | 8 | 5 | 0.0% |