iShares US DGTL Infra & R/EIDGTETF
13F holders, Q2 2024 (June 30)26holders +3
5new positions
1sold out
1famous investor
$70.47avg. 13F price*
At the end of Q2 2024, 26 institutions reported holding iShares US DGTL Infra & R/E (IDGT) in their 13F filings, up 3 from Q1 2024. 5 opened new positions and 1 sold out. The largest holders were Aprio Wealth Management, LLC ($5.2M), UBS Group AG ($3.8M) and Goldman Sachs Group Inc. ($3.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares US DGTL Infra & R/E
- CUSIP
- 464287531
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.7M |
| Exits | 1 | $49K |
All 13F filers, Q1 2024 → Q2 2024: 123,274 shares bought and 21,874 shares sold, net +101,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Aprio Wealth Management, LLC | 0.95% | New | 73,835 | $5.2M |
| UBS Group AG | 0.00% | Add +9.1% | 54,241 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.4% | 50,595 | $3.6M |
| LPL Financial LLC | 0.00% | Add +123.0% | 32,614 | $2.3M |
| Citadel Advisors | 0.00% | Add +146.3% | 29,307 | $2.1M |
| Morgan Stanley | 0.00% | Add +0.6% | 19,447 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.4% | 14,665 | $1.0M |
| GTS Securities LLC | 0.01% | New | 5,631 | $397K |
| Bank of America Corp. | 0.00% | Reduce -7.3% | 4,666 | $329K |
| Royal Bank of Canada | 0.00% | Reduce -47.7% | 4,245 | $299K |
| Howard Capital Management Group, LLC | 0.02% | No change | 3,312 | $233K |
| Bank of Montreal | 0.00% | Add +152.4% | 2,413 | $171K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -52.2% | 2,046 | $144K |
| Osaic Holdings, Inc. | 0.00% | Add +73.2% | 1,838 | $130K |
| Manchester Capital Management LLC | 0.01% | No change | 1,700 | $120K |
| International Assets Investment Management, LLC | 0.00% | New | 734 | $52K |
| Citigroup Inc. | 0.00% | Reduce -12.0% | 698 | $49K |
| FMR LLC | 0.00% | Reduce -3.3% | 550 | $39K |
| Cwm, LLC | 0.00% | No change | 438 | $31K |
| Optimum Investment Advisors | 0.01% | No change | 200 | $14K |
| Tompkins Financial Corp. | 0.00% | No change | 200 | $14K |
| Capital Analysts, LLC | 0.00% | No change | 138 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 60 | $4K |
| Continuum Advisory, LLC | 0.00% | No change | 50 | $4K |
| Family Firm, Inc. | 0.00% | New | 44 | $3K |
| Archer Investment Corp | 0.00% | No change | 8 | $583 |
"% of holder's portfolio" is IDGT's weight in each manager's 13F, not the share of iShares US DGTL Infra & R/E the manager owns.