ISHARES TR (DSI)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
28
Reporting holders
$31.2M
Reported value
0.0%
Calls
0.0%
Puts
-609
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | $6.8M | 46,505 | 0.10% | 32q | +3.4%+$226.1K |
| SAPIENT CAPITAL LLC | $3.4M | 23,380 | 0.05% | 12q | -50.0%-$3.4M |
| Farther Finance Advisors, LLC | $2.9M | 20,087 | 0.02% | 16q | +20.5%+$499.6K |
| SigFig Wealth Management, LLC | $2.5M | 17,365 | 0.06% | 20q | -0.9%-$23.5K |
| Bangor Savings Bank | $2.4M | 16,243 | 0.18% | 32q | HELD |
| Investors Research Corp | $2.1M | 14,679 | 0.38% | 30q | HELD |
| Boston Standard Wealth Management, LLC | $1.7M | 11,337 | 0.24% | 32q | HELD |
| Acropolis Investment Management, LLC | $1.1M | 7,504 | 0.04% | 32q | -51.0%-$1.1M |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $915.8K | 6,265 | 0.08% | 2q | +7.3%+$62.1K |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $888.0K | 6,075 | 0.02% | 32q | HELD |
| Prism Advisors, Inc. | $767.5K | 5,172 | 0.19% | 32q | -10.0%-$85.6K |
| Montecito Bank & Trust | $745.2K | 5,098 | 0.11% | 10q | HELD |
| CoreCap Advisors, LLC | $694.7K | 4,752 | 0.02% | 9q | -3.9%-$28.2K |
| LWM ADVISORS INC | $636.2K | 4,352 | 0.48% | 8q | HELD |
| KFA Private Wealth Group, LLC | $568.9K | 3,891 | 0.13% | 24q | -1.0%-$5.6K |
| MassMutual Private Wealth & Trust, FSB | $508.3K | 3,477 | 0.01% | 32q | -14.2%-$84.1K |
| MRA Advisory Group | $465.1K | 3,182 | 0.17% | 12q | +1.8%+$8.0K |
| New Covenant Trust Company, N.A. | $329.8K | 2,256 | 0.23% | 6q | HELD |
| Weaver Consulting Group | $315.7K | 2,160 | 0.06% | 12q | HELD |
| Koenig Investment Advisory, LLC | $300.1K | 2,053 | 0.22% | 4q | HELD |
| Insight Wealth Strategies, LLC | $290.3K | 1,986 | 0.03% | 10q | HELD |
| Capital Advisors Wealth Management, LLC | $242.6K | 1,660 | 0.03% | 5q | HELD |
| Baron Financial Group, LLC | $214.2K | 1,465 | 0.10% | 2q | HELD |
| Bath Savings Trust Co | $203.2K | 1,390 | 0.02% | new | NEW |
| Bank of New Hampshire | $74.6K | 510 | 0.02% | 19q | HELD |
| EASTERN BANK | $52.0K | 356 | 0.00% | 9q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $21.9K | 150 | 0.01% | 12q | HELD |
| GAMMA Investing LLC | $2.9K | 20 | 0.00% | new | NEW |
| WoodTrust Financial Corp | $2.3K | 15,533 | 0.28% | 5q | +29.1% |
| CX Institutional | $2.2K | 14,951 | 0.06% | 18q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 28 | $31.2M | 213,370 | 2 | 4 | 7 | 0.0% |
| Q2 2026 | 637 | $3.9B | 27,228,957 | 61 | 150 | 197 | 0.0% |
| Q1 2026 | 593 | $3.1B | 25,503,395 | 24 | 149 | 218 | 0.0% |
| Q4 2025 | 616 | $3.2B | 24,518,415 | 44 | 144 | 191 | 0.0% |
| Q3 2025 | 563 | $3.1B | 24,823,280 | 31 | 121 | 211 | 0.0% |
| Q2 2025 | 563 | $2.9B | 24,633,343 | 41 | 129 | 203 | 0.0% |
| Q1 2025 | 546 | $2.5B | 24,846,088 | 29 | 146 | 191 | 0.0% |
| Q4 2024 | 569 | $3.6B | 32,508,068 | 30 | 124 | 196 | 0.0% |
| Q3 2024 | 539 | $3.6B | 33,096,394 | 35 | 101 | 217 | 0.0% |
| Q2 2024 | 522 | $3.5B | 33,713,790 | 35 | 144 | 156 | 0.0% |
| Q1 2024 | 505 | $3.8B | 37,287,095 | 40 | 123 | 179 | 0.0% |
| Q4 2023 | 495 | $3.1B | 33,684,642 | 42 | 179 | 120 | 0.0% |
| Q3 2023 | 452 | $2.1B | 25,758,571 | 24 | 106 | 154 | 0.0% |
| Q2 2023 | 462 | $2.1B | 25,102,505 | 41 | 111 | 148 | 0.0% |
| Q1 2023 | 437 | $1.9B | 24,792,645 | 29 | 108 | 176 | 0.0% |
| Q4 2022 | 436 | $2.3B | 32,776,511 | 30 | 134 | 121 | 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% |