iShares US DGTL Infra & R/EIDGTETF
13F holders, Q3 2024 (September 30)28holders +2
5new positions
3sold out
1famous investor
$78.85avg. 13F price*
At the end of Q3 2024, 28 institutions reported holding iShares US DGTL Infra & R/E (IDGT) in their 13F filings, up 2 from Q2 2024. 5 opened new positions and 3 sold out. The largest holders were Aprio Wealth Management, LLC ($8.6M), Raymond James & Associates ($3.6M) and LPL Financial LLC ($2.5M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.4M |
| Exits | 3 | $452K |
All 13F filers, Q2 2024 → Q3 2024: 91,163 shares bought and 102,952 shares sold, net −11,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Aprio Wealth Management, LLC | 1.37% | Add +47.7% | 109,029 | $8.6M |
| Raymond James & Associates | 0.00% | New | 45,422 | $3.6M |
| LPL Financial LLC | 0.00% | Reduce -1.0% | 32,287 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.6% | 28,540 | $2.3M |
| Morgan Stanley | 0.00% | Reduce -9.6% | 17,582 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -57.1% | 12,563 | $991K |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.2% | 11,853 | $935K |
| UBS Group AG | 0.00% | Reduce -88.7% | 6,125 | $483K |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 4,572 | $360K |
| PVG Asset Management Corp. | 1.32% | New | 4,153 | $327K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 3,127 | $247K |
| Howard Capital Management Group, LLC | 0.02% | Reduce -9.5% | 2,997 | $236K |
| Royal Bank of Canada | 0.00% | Reduce -34.8% | 2,766 | $218K |
| Jones Financial Companies LLLP | 0.00% | New | 1,898 | $149K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.3% | 1,795 | $142K |
| Manchester Capital Management LLC | 0.02% | No change | 1,700 | $134K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,350 | $106K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -41.1% | 1,204 | $95K |
| Citigroup Inc. | 0.00% | Add +2.6% | 716 | $56K |
| Bank of Montreal | 0.00% | Reduce -76.7% | 562 | $44K |
| FMR LLC | 0.00% | No change | 550 | $43K |
| Cwm, LLC | 0.00% | No change | 438 | $35K |
| Optimum Investment Advisors | 0.01% | No change | 200 | $16K |
| Tompkins Financial Corp. | 0.00% | No change | 200 | $16K |
| Capital Analysts, LLC | 0.00% | No change | 138 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 60 | $5K |
| Continuum Advisory, LLC | 0.00% | Add +2.0% | 51 | $4K |
| Archer Investment Corp | 0.00% | No change | 8 | $656 |
"% 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.