ISHARES US DGTL INFRA & R/E (IDGT) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $76.62M 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 $20.58M in its March 31, 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 $25.76M, representing an estimated gain of +25.17% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed IDGT value among the investors covered in this analysis. Major shareholders include Aprio Wealth Management, Llc, Lpl Financial Llc, Mercer Global Advisors 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

60

Total Reported Value

$76.62M

Largest Holder

Aprio Wealth Management, Llc

Largest Position

$20.58M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

67

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Aprio Wealth Management, Llc1.12%210,424$20,577,405$25,755,898+$5,178,493+25.17%
Lpl Financial Llc0.00%84,409$8,254,359$10,331,662+$2,077,303+25.17%
Mercer Global Advisors Inc0.01%47,582$4,653,086$5,824,037+$1,170,951+25.17%
Bank Of America Corp0.00%42,113$4,118,276$5,154,631+$1,036,355+25.16%
Envestnet Asset Management Inc0.00%40,802$3,990,054$4,994,165+$1,004,111+25.17%
Raymond James Financial Inc0.00%38,613$3,775,965$4,726,231+$950,266+25.17%
Cetera Investment Advisers0.00%37,476$3,664,791$4,587,062+$922,271+25.17%
Susquehanna International Group, Llp0.00%34,772$3,400,354$4,256,093+$855,739+25.17%
Vestgen Advisors, Llc0.09%27,719$3,311,035$3,392,806+$81,771+2.47%
Mml Investors Services, Llc0.01%31,938$3,123,217$3,909,211+$785,994+25.17%
Goldman Sachs Group Inc0.00%28,540$2,790,927$3,493,296+$702,369+25.17%
Citadel Advisors Llc0.00%23,199$2,268,630$2,839,558+$570,928+25.17%
Ubs Group Ag0.00%16,145$1,578,819$1,976,148+$397,329+25.17%
Morgan Stanley0.00%15,246$1,490,906$1,866,110+$375,204+25.17%
Krilogy Financial Llc0.04%11,275$1,285,688$1,380,060+$94,372+7.34%
Jones Financial Companies Lllp0.00%12,269$1,176,229$1,501,726+$325,497+27.67%
Iht Wealth Management, Llc0.03%11,505$1,125,074$1,408,212+$283,138+25.17%
Steward Partners Investment Advisory, Llc0.00%8,501$831,360$1,040,522+$209,162+25.16%
Truist Financial Corp0.00%6,076$594,198$743,702+$149,504+25.16%
Parallel Advisors, Llc0.01%5,766$563,857$705,758+$141,901+25.17%
Waverly Advisors, Llc0.00%5,573$544,984$682,135+$137,151+25.17%
Royal Bank Of Canada0.00%4,930$482,000$603,432+$121,432+25.19%
High Point Wealth Management, Llc0.30%3,165$309,505$387,396+$77,891+25.17%
Captrust Financial Advisors0.00%3,009$294,250$368,302+$74,052+25.17%
Wealthspire Advisors, Llc0.00%3,000$293,370$367,200+$73,830+25.17%
Td Waterhouse Canada Inc.0.00%2,775$275,039$339,660+$64,621+23.50%
Manchester Capital Management Llc0.03%2,250$220,028$275,400+$55,372+25.17%
Haven Private, Llc0.09%2,170$212,204$265,608+$53,404+25.17%
Osaic Holdings, Inc.0.00%1,966$192,436$240,638+$48,202+25.05%
Wells Fargo & Company/Mn0.00%1,910$186,765$233,784+$47,019+25.18%
Western Wealth Management, Llc0.01%1,890$184,866$231,336+$46,470+25.14%
Sunbelt Securities, Inc.0.01%1,869$182,770$228,766+$45,996+25.17%
Cwm, Llc0.00%1,139$111,383$139,414+$28,031+25.17%
Citigroup Inc0.00%1,069$104,545$130,846+$26,301+25.16%
Aptus Capital Advisors, Llc0.00%928$90,749$113,587+$22,838+25.17%
International Assets Investment Management, Llc0.00%582$57,829$71,237+$13,408+23.19%
Fmr Llc0.00%574$56,170$70,258+$14,088+25.08%
Allworth Financial Lp0.00%540$52,807$66,096+$13,289+25.17%
Spire Wealth Management0.00%390$38,138$47,736+$9,598+25.17%
Tidemark, Llc0.01%240$23,470$29,376+$5,906+25.16%
Advisory Services Network, Llc0.00%224$21,905$27,418+$5,513+25.17%
Estabrook Capital Management0.00%200$19,558$24,480+$4,922+25.17%
Trask Adam Roland0.02%200$19,558$24,480+$4,922+25.17%
Farther Finance Advisors, Llc0.00%163$16,184$19,951+$3,767+23.28%
Mai Capital Management0.00%155$15,176$18,972+$3,796+25.01%
Rockefeller Capital Management L.P.0.00%115$11,246$14,076+$2,830+25.16%
Pnc Financial Services Group, Inc.0.00%58$5,672$7,099+$1,427+25.16%
Sound Income Strategies, Llc0.00%55$5,461$6,732+$1,271+23.27%
Thrivent Financial For Lutherans0.01%54,844$5,363$6,712,906+$6,707,543+125070.72%
Private Trust Co Na0.00%46$4,498$5,630+$1,132+25.18%

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.