Who Owns ISHARES TR (DSI)? -- Institutional Holders (2026-03-31)
628 institutions reported holding $2.95B of ISHARES TR (DSI) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($481.3M), ENVESTNET ASSET MANAGEMENT INC ($215.0M), BANK OF AMERICA CORP /DE/ ($180.7M), Bank of New York Mellon Corp ($152.0M), LPL Financial LLC ($149.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $481.3M | 4.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $215.0M | 1.8M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $180.7M | 1.5M | Trimmed |
| 4 | Bank of New York Mellon Corp | $152.0M | 1.3M | Added |
| 5 | LPL Financial LLC | $149.4M | 1.2M | Trimmed |
| 6 | JPMORGAN CHASE & CO | $139.9M | 1.2M | Trimmed |
| 7 | AMERIPRISE FINANCIAL INC | $101.1M | 834,824 | Trimmed |
| 8 | UBS Group AG | $50.4M | 416,264 | Trimmed |
| 9 | IMA Advisory Services, Inc. | $49.7M | 412,576 | Added |
| 10 | Betterment LLC | $42.4M | 349,749 | Trimmed |
| 11 | Mariner, LLC | $40.6M | 334,677 | Trimmed |
| 12 | Envestnet Portfolio Solutions, Inc. | $39.5M | 326,059 | Trimmed |
| 13 | US BANCORP \DE\ | $39.2M | 323,131 | Trimmed |
| 14 | Rockefeller Capital Management L.P. | $36.4M | 300,562 | Added |
| 15 | SEI INVESTMENTS CO | $34.2M | 282,552 | Trimmed |
| 16 | GOLDMAN SACHS GROUP INC | $29.9M | 247,083 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $27.7M | 228,315 | Added |
| 18 | WELLS FARGO & COMPANY/MN | $26.8M | 221,434 | Trimmed |
| 19 | Creative Planning | $26.2M | 216,456 | Added |
| 20 | NORTHSTAR ASSET MANAGEMENT INC | $25.7M | 212,270 | Added |
| 21 | Cetera Investment Advisers | $24.7M | 203,543 | Trimmed |
| 22 | Royal Bank of Canada | $21.4M | 176,824 | Trimmed |
| 23 | RAYMOND JAMES FINANCIAL INC | $21.1M | 174,241 | Trimmed |
| 24 | CAPTRUST FINANCIAL ADVISORS | $21.1M | 174,144 | Trimmed |
| 25 | PARK AVENUE SECURITIES LLC | $20.2M | 166,917 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31