ISHARES US DGTL INFRA & R/E (IDGT) Institutional Shareholders
ISHARES US DGTL INFRA & R/E (IDGT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $132.78M in IDGT holdings during the latest filing period.
Aprio Wealth Management, Llc is currently the largest disclosed institutional shareholder of IDGT tracked by InsiderSet, reporting ownership valued at approximately $26.11M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $25.11M, representing an estimated loss of -3.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed IDGT value among the investors covered in this analysis. Major shareholders include Aprio Wealth Management, Llc, Minichmacgregor Wealth Management, Llc, Prospera Financial Services Inc, and several other long-term asset managers with concentrated positions in ISHARES US DGTL INFRA & R/E (IDGT).
This page ranks the largest institutional IDGT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
79
Total Reported Value
$132.78M
Largest Holder
Aprio Wealth Management, Llc
Largest Position
$26.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aprio Wealth Management, Llc | 1.29% | 218,032 | $26,107,168 | $25,109,655 | -$997,513 | -3.82% | |
| Minichmacgregor Wealth Management, Llc | 1.99% | 109,398 | $13,099,317 | $12,598,821 | -$500,496 | -3.82% | |
| Prospera Financial Services Inc | 0.18% | 104,530 | $12,516,367 | $12,038,197 | -$478,170 | -3.82% | |
| Well Done, Llc | 1.18% | 73,077 | $8,750,240 | $8,415,913 | -$334,327 | -3.82% | |
| Lpl Financial Llc | 0.00% | 84,409 | $8,254,359 | $9,720,962 | +$1,466,603 | +17.77% | |
| Cadent Capital Advisors, Llc | 1.20% | 48,313 | $5,784,999 | $5,563,967 | -$221,032 | -3.82% | |
| Mercer Global Advisors Inc | 0.01% | 47,582 | $4,653,086 | $5,479,781 | +$826,695 | +17.77% | |
| Envestnet Asset Management Inc | 0.00% | 36,904 | $4,418,924 | $4,250,049 | -$168,875 | -3.82% | |
| Bank Of America Corp | 0.00% | 42,113 | $4,118,276 | $4,849,944 | +$731,668 | +17.77% | |
| Raymond James Financial Inc | 0.00% | 38,613 | $3,775,965 | $4,446,866 | +$670,901 | +17.77% | |
| Cetera Investment Advisers | 0.00% | 37,476 | $3,664,791 | $4,315,924 | +$651,133 | +17.77% | |
| Susquehanna International Group, Llp | 0.00% | 34,772 | $3,400,354 | $4,004,517 | +$604,163 | +17.77% | |
| Vestgen Advisors, Llc | 0.09% | 27,719 | $3,311,035 | $3,192,259 | -$118,776 | -3.59% | |
| Mml Investors Services, Llc | 0.01% | 31,938 | $3,123,217 | $3,678,140 | +$554,923 | +17.77% | |
| Goldman Sachs Group Inc | 0.00% | 28,540 | $2,790,927 | $3,286,809 | +$495,882 | +17.77% | |
| Citadel Advisors Llc | 0.00% | 23,199 | $2,268,630 | $2,671,713 | +$403,083 | +17.77% | |
| Apollon Wealth Management, Llc | 0.03% | 17,592 | $2,106,482 | $2,025,983 | -$80,499 | -3.82% | |
| Ubs Group Ag | 0.00% | 16,145 | $1,578,819 | $1,859,339 | +$280,520 | +17.77% | |
| Morgan Stanley | 0.00% | 15,246 | $1,490,906 | $1,755,806 | +$264,900 | +17.77% | |
| Krilogy Financial Llc | 0.04% | 11,805 | $1,413,531 | $1,359,523 | -$54,008 | -3.82% | |
| Atria Investments, Inc | 0.01% | 11,234 | $1,345,159 | $1,293,764 | -$51,395 | -3.82% | |
| Jones Financial Companies Lllp | 0.00% | 12,269 | $1,176,229 | $1,412,959 | +$236,730 | +20.13% | |
| Harmony Asset Management Llc | 0.31% | 9,629 | $1,152,976 | $1,108,924 | -$44,052 | -3.82% | |
| Iht Wealth Management, Llc | 0.03% | 11,505 | $1,125,074 | $1,324,973 | +$199,899 | +17.77% | |
| High Point Wealth Management, Llc | 0.87% | 8,910 | $1,066,883 | $1,026,120 | -$40,763 | -3.82% | |
| Davenport & Co Llc | 0.00% | 7,270 | $870,510 | $837,250 | -$33,260 | -3.82% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 8,501 | $831,360 | $979,018 | +$147,658 | +17.76% | |
| Nikulski Financial, Inc. | 0.18% | 6,836 | $818,507 | $787,268 | -$31,239 | -3.82% | |
| Haven Private, Llc | 0.30% | 6,513 | $779,867 | $750,070 | -$29,797 | -3.82% | |
| Truist Financial Corp | 0.00% | 5,223 | $625,434 | $601,507 | -$23,927 | -3.83% | |
| Parallel Advisors, Llc | 0.01% | 5,766 | $563,857 | $664,041 | +$100,184 | +17.77% | |
| Waverly Advisors, Llc | 0.00% | 5,573 | $544,984 | $641,815 | +$96,831 | +17.77% | |
| Kesler, Norman & Wride, Llc | 0.08% | 4,127 | $494,184 | $475,286 | -$18,898 | -3.82% | |
| Royal Bank Of Canada | 0.00% | 4,930 | $482,000 | $567,763 | +$85,763 | +17.79% | |
| Belvedere Trading Llc | 0.03% | 3,507 | $419,928 | $403,884 | -$16,044 | -3.82% | |
| Td Waterhouse Canada Inc. | 0.00% | 2,767 | $324,726 | $318,662 | -$6,064 | -1.87% | |
| Commonwealth Equity Services, Llc | 0.00% | 2,489 | $298,030 | $286,646 | -$11,384 | -3.82% | |
| Captrust Financial Advisors | 0.00% | 3,009 | $294,250 | $346,531 | +$52,281 | +17.77% | |
| Wealthspire Advisors, Llc | 0.00% | 3,000 | $293,370 | $345,495 | +$52,125 | +17.77% | |
| Decisionmap Wealth Management, Llc | 0.16% | 2,437 | $291,837 | $280,657 | -$11,180 | -3.83% | |
| Citigroup Inc | 0.00% | 2,006 | $240,155 | $231,021 | -$9,134 | -3.80% | |
| Flagship Harbor Advisors, Llc | 0.01% | 1,890 | $226,342 | $217,662 | -$8,680 | -3.83% | |
| Manchester Capital Management Llc | 0.03% | 2,250 | $220,028 | $259,121 | +$39,093 | +17.77% | |
| Howard Capital Management Group, Llc | 0.01% | 1,753 | $209,857 | $201,884 | -$7,973 | -3.80% | |
| Osaic Holdings, Inc. | 0.00% | 1,966 | $192,436 | $226,414 | +$33,978 | +17.66% | |
| Wells Fargo & Company/Mn | 0.00% | 1,910 | $186,765 | $219,965 | +$33,200 | +17.78% | |
| Western Wealth Management, Llc | 0.01% | 1,890 | $184,866 | $217,662 | +$32,796 | +17.74% | |
| Sunbelt Securities, Inc. | 0.01% | 1,869 | $182,770 | $215,243 | +$32,473 | +17.77% | |
| Cwm, Llc | 0.00% | 1,139 | $111,383 | $131,173 | +$19,790 | +17.77% | |
| Aptus Capital Advisors, Llc | 0.00% | 928 | $90,749 | $106,873 | +$16,124 | +17.77% |
Frequently asked questions about IDGT
Who owns the most IDGT stock?
The largest holders of IDGT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES US DGTL INFRA & R/E (IDGT).
Is IDGT widely held by superinvestors?
Many widely followed stocks like IDGT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IDGT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.