iShares US DGTL Infra & R/EIDGTETF
13F holders, Q4 2024 (December 31)39holders +11
14new positions
5sold out
1famous investor
$80.55avg. 13F price*
At the end of Q4 2024, 39 institutions reported holding iShares US DGTL Infra & R/E (IDGT) in their 13F filings, up 11 from Q3 2024. 14 opened new positions and 5 sold out. The largest holders were Bensler, LLC ($21.5M), Aprio Wealth Management, LLC ($10.7M) and Avestar Capital, LLC ($6.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $40.1M |
| Exits | 5 | $498K |
All 13F filers, Q3 2024 → Q4 2024: 593,380 shares bought and 18,919 shares sold, net +574,461 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Bensler, LLC | 2.56% | New | 267,016 | $21.5M |
| Aprio Wealth Management, LLC | 1.57% | Add +22.3% | 133,353 | $10.7M |
| Avestar Capital, LLC | 0.60% | New | 81,505 | $6.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +122.9% | 63,628 | $5.1M |
| Raymond James Financial Inc. | 0.00% | — | 52,825 | $4.3M |
| Thompson David Blair | 2.46% | — | 41,984 | $3.4M |
| Blueprint Investment Partners LLC | 0.54% | New | 41,954 | $3.4M |
| Long Run Wealth Advisors, LLC | 0.81% | New | 41,870 | $3.4M |
| LPL Financial LLC | 0.00% | Add +21.2% | 39,143 | $3.2M |
| Citadel Advisors | 0.00% | Add +189.0% | 36,306 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 32,512 | $2.6M |
| Cetera Investment Advisers | 0.00% | New | 16,461 | $1.3M |
| Morgan Stanley | 0.00% | Reduce -14.2% | 15,094 | $1.2M |
| UBS Group AG | 0.00% | Add +64.9% | 10,099 | $813K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 5,620 | $453K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,791 | $386K |
| Bank of America Corp. | 0.00% | Add +1.5% | 4,642 | $374K |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.2% | 4,476 | $361K |
| Wealthspire Advisors, LLC | 0.00% | New | 4,168 | $336K |
| Jones Financial Companies LLLP | 0.00% | Add +72.3% | 3,271 | $263K |
| Howard Capital Management Group, LLC | 0.01% | Reduce -11.7% | 2,646 | $213K |
| Manchester Capital Management LLC | 0.02% | Add +32.4% | 2,250 | $181K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,795 | $145K |
| EP Wealth Advisors, LLC | 0.00% | No change | 1,350 | $109K |
| Aptus Capital Advisors, LLC | 0.00% | New | 928 | $75K |
| Citigroup Inc. | 0.00% | Add +0.1% | 717 | $58K |
| FMR LLC | 0.00% | Add +20.0% | 660 | $53K |
| Cwm, LLC | 0.00% | No change | 438 | $35K |
| Royal Bank of Canada | 0.00% | Reduce -86.2% | 382 | $31K |
| National Bank of Canada | 0.00% | New | 210 | $17K |
| MAI Capital Management | 0.00% | New | 153 | $12K |
| Capital Analysts, LLC | 0.00% | No change | 138 | $11K |
| Atala Financial Inc | 0.00% | — | 85 | $7K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 66 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 60 | $5K |
| Continuum Advisory, LLC | 0.00% | No change | 51 | $4K |
| Sunbelt Securities, Inc. | 0.00% | New | 25 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 12 | $967 |
| Archer Investment Corp | 0.00% | No change | 8 | $673 |
"% 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.