IDGT Institutional Ownership & Shareholders
ISHARES US DGTL INFRA & R/E (IDGT) is currently held by 101 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $348.53M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IDGT tracked by InsiderSet, reporting ownership valued at approximately $56.33M 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 $51.01M, representing an estimated loss of -9.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed IDGT value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Mml Investors Services, Llc, Aprio Wealth Management, Llc, 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
101
Total Reported Value
$348.53M
Largest Holder
Bank Of America Corp
Largest Position
$56.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 470,458 | $56,332,689 | $51,011,761 | -$5,320,928 | -9.45% | |
| Mml Investors Services, Llc | 0.10% | 396,601 | $47,489,004 | $43,003,446 | -$4,485,558 | -9.45% | |
| Aprio Wealth Management, Llc | 1.17% | 229,292 | $25,779,328 | $24,862,132 | -$917,196 | -3.56% | |
| Equitable Holdings, Inc. | 0.08% | 112,530 | $13,474,342 | $12,201,628 | -$1,272,714 | -9.45% | |
| Minichmacgregor Wealth Management, Llc | 2.05% | 112,856 | $12,688,400 | $12,236,976 | -$451,424 | -3.56% | |
| Prospera Financial Services Inc | 0.18% | 104,530 | $12,516,367 | $11,334,188 | -$1,182,179 | -9.45% | |
| Advisory Services Network, Llc | 0.14% | 103,636 | $12,409,375 | $11,237,251 | -$1,172,124 | -9.45% | |
| Lpl Financial Llc | 0.00% | 100,526 | $12,036,976 | $10,900,034 | -$1,136,942 | -9.45% | |
| Mercer Global Advisors Inc | 0.01% | 91,506 | $10,956,912 | $9,921,996 | -$1,034,916 | -9.45% | |
| Royal Bank Of Canada | 0.00% | 91,208 | $10,921,000 | $9,889,683 | -$1,031,317 | -9.44% | |
| Osaic Holdings, Inc. | 0.01% | 85,633 | $10,253,800 | $9,285,186 | -$968,614 | -9.45% | |
| Susquehanna International Group, Llp | 0.01% | 72,847 | $8,722,699 | $7,898,800 | -$823,899 | -9.45% | |
| Well Done, Llc | 1.15% | 74,912 | $8,422,357 | $8,122,708 | -$299,649 | -3.56% | |
| Goldman Sachs Group Inc | 0.00% | 63,604 | $7,615,943 | $6,896,582 | -$719,361 | -9.45% | |
| Raymond James Financial Inc | 0.00% | 52,140 | $6,243,215 | $5,653,540 | -$589,675 | -9.45% | |
| Thrivent Financial For Lutherans | 0.01% | 51,877 | $6,212,000 | $5,625,023 | -$586,977 | -9.45% | |
| Monument Capital Management | 1.17% | 50,075 | $5,629,972 | $5,429,632 | -$200,340 | -3.56% | |
| Ubs Group Ag | 0.00% | 43,847 | $5,250,240 | $4,754,330 | -$495,910 | -9.45% | |
| Stifel Financial Corp | 0.00% | 40,271 | $4,822,032 | $4,366,585 | -$455,447 | -9.45% | |
| Cetera Investment Advisers | 0.00% | 38,945 | $4,663,334 | $4,222,806 | -$440,528 | -9.45% | |
| Envestnet Asset Management Inc | 0.00% | 36,904 | $4,418,924 | $4,001,501 | -$417,423 | -9.45% | |
| Cadent Capital Advisors, Llc | 0.85% | 35,213 | $3,958,998 | $3,818,146 | -$140,852 | -3.56% | |
| Jane Street Group, Llc | 0.00% | 31,990 | $3,830,483 | $3,468,676 | -$361,807 | -9.45% | |
| Vestgen Advisors, Llc | 0.12% | 33,172 | $3,729,528 | $3,596,840 | -$132,688 | -3.56% | |
| Citadel Advisors Llc | 0.00% | 27,204 | $3,257,407 | $2,949,730 | -$307,677 | -9.45% | |
| Wallace Hart Llc | 2.03% | 27,107 | $3,245,792 | $2,939,212 | -$306,580 | -9.45% | |
| Waverly Advisors, Llc | 0.02% | 22,649 | $2,712,023 | $2,455,831 | -$256,192 | -9.45% | |
| Tudor Financial Inc. | 1.18% | 21,929 | $2,625,778 | $2,377,761 | -$248,017 | -9.45% | |
| Arax Advisory Partners | 0.02% | 19,581 | $2,344,629 | $2,123,168 | -$221,461 | -9.45% | |
| Morgan Stanley | 0.00% | 19,022 | $2,277,700 | $2,062,555 | -$215,145 | -9.45% | |
| Apollon Wealth Management, Llc | 0.02% | 18,282 | $2,055,460 | $1,982,317 | -$73,143 | -3.56% | |
| Virtu Financial Llc | 0.06% | 16,942 | $2,029,000 | $1,837,021 | -$191,979 | -9.46% | |
| Jones Financial Companies Lllp | 0.00% | 16,439 | $1,967,915 | $1,782,481 | -$185,434 | -9.42% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 15,734 | $1,883,973 | $1,706,038 | -$177,935 | -9.44% | |
| Outlook Wealth Advisors, Llc | 0.34% | 14,364 | $1,614,945 | $1,557,489 | -$57,456 | -3.56% | |
| Lee Johnson Capital Management, Llc | 0.48% | 12,864 | $1,540,335 | $1,394,844 | -$145,491 | -9.45% | |
| Atria Investments, Inc | 0.01% | 13,149 | $1,478,342 | $1,425,746 | -$52,596 | -3.56% | |
| Krilogy Financial Llc | 0.04% | 12,549 | $1,474,099 | $1,360,688 | -$113,411 | -7.69% | |
| Haven Private, Llc | 0.50% | 11,314 | $1,272,033 | $1,226,777 | -$45,256 | -3.56% | |
| Tower Research Capital Llc (Trc) | 0.03% | 10,559 | $1,264,335 | $1,144,912 | -$119,423 | -9.45% | |
| High Point Wealth Management, Llc | 0.87% | 8,910 | $1,066,883 | $966,111 | -$100,772 | -9.45% | |
| Muirfield Wealth Advisors Llc | 0.67% | 8,540 | $1,022,570 | $925,992 | -$96,578 | -9.44% | |
| Sanctuary Advisors, Llc | 0.00% | 8,308 | $994,844 | $900,836 | -$94,008 | -9.45% | |
| Integrated Wealth Concepts Llc | 0.01% | 7,123 | $852,903 | $772,347 | -$80,556 | -9.44% | |
| Nikulski Financial, Inc. | 0.18% | 6,836 | $818,507 | $741,227 | -$77,280 | -9.44% | |
| Davenport & Co Llc | 0.00% | 7,270 | $817,366 | $788,286 | -$29,080 | -3.56% | |
| Harmony Asset Management Llc | 0.19% | 6,858 | $771,045 | $743,613 | -$27,432 | -3.56% | |
| Truist Financial Corp | 0.00% | 6,347 | $713,623 | $688,205 | -$25,418 | -3.56% | |
| Kkm Financial Llc | 0.09% | 5,460 | $653,780 | $592,028 | -$61,752 | -9.45% | |
| Oppenheimer & Co Inc | 0.01% | 5,426 | $610,045 | $588,341 | -$21,704 | -3.56% |
Frequently asked questions about IDGT
Who are the largest institutional holders of IDGT?
The largest institutional holders of IDGT reported in the latest SEC Form 13F filings include Bank Of America Corp, Mml Investors Services, Llc, Aprio Wealth Management, Llc, Equitable Holdings, Inc., and Minichmacgregor Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported IDGT position.
What is IDGT institutional ownership?
This page tracks IDGT positions reported by institutional investment managers through SEC Form 13F. ISHARES US DGTL INFRA & R/E (IDGT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IDGT?
InsiderSet currently tracks 101 institutional managers reporting IDGT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IDGT shareholders.
How much IDGT stock do institutions own?
Institutional investment managers disclosed approximately $348.53M in IDGT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IDGT institutional ownership last updated?
The latest IDGT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IDGT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IDGT position after the reporting date.
Are institutions buying or selling IDGT?
Institutional buying and selling can be analyzed by comparing IDGT positions across consecutive 13F reporting periods. InsiderSet's IDGT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IDGT ownership changes.
How has IDGT institutional ownership changed over time?
InsiderSet tracks IDGT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.