iShares US DGTL Infra & R/EIDGTETF

13F holders, Q4 2025 (December 31)
57holders +7
9new positions
5sold out
1famous investor
$84.90avg. 13F price*

At the end of Q4 2025, 57 institutions reported holding iShares US DGTL Infra & R/E (IDGT) in their 13F filings, up 7 from Q3 2025. 9 opened new positions and 5 sold out. The largest holders were Aprio Wealth Management, LLC ($14.6M), Raymond James Financial Inc. ($7.8M) and LPL Financial LLC ($7.6M). 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

020406080100 Q1 2024: 23Q1 2024Q2 2024: 26Q2 2024Q3 2024: 28Q3 2024Q4 2024: 39Q4 2024Q1 2025: 45Q1 2025Q2 2025: 46Q2 2025Q3 2025: 50Q3 2025Q4 2025: 57Q4 2025Q1 2026: 59Q1 2026Q2 2026: 99Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$1.4M
Exits5$524K

All 13F filers, Q3 2025 → Q4 2025: 133,950 shares bought and 35,738 shares sold, net +98,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 57 holders

Aprio Wealth Management, LLC 0.84% Add +4.9% 171,489 $14.6M
Raymond James Financial Inc. 0.00% Add +144.4% 91,413 $7.8M
LPL Financial LLC 0.00% Add +18.8% 89,657 $7.6M
Thrivent Financial for Lutherans 0.01% Add +16.2% 51,547 $4.4M
Long Run Wealth Advisors, LLC 0.73% Add +1.7% 45,769 $3.9M
Envestnet Asset Management Inc. 0.00% Add +13.9% 44,948 $3.8M
MML Investors Services, LLC 0.01% Add +27.2% 41,627 $3.5M
Bank of America Corp. 0.00% Add +35.8% 36,456 $3.1M
Cetera Investment Advisers 0.00% Add +9.4% 32,383 $2.8M
Citadel Advisors 0.00% Reduce -23.9% 30,434 $2.6M
Goldman Sachs Group Inc. 0.00% Reduce -7.0% 28,540 $2.4M
Morgan Stanley 0.00% Add +2.4% 15,410 $1.3M
UBS Group AG 0.00% Reduce -14.9% 14,774 $1.3M
Krilogy Financial LLC 0.03% Reduce -17.3% 11,730 $1.0M
IHT Wealth Management, LLC 0.02% New 10,262 $928K
Cora Capital Advisors LLC 0.35% Add +3.2% 10,432 $887K
Flagship Harbor Advisors, LLC 0.03% Add +1.9% 8,267 $703K
Jones Financial Companies LLLP 0.00% Add +44.5% 7,933 $674K
Parallel Advisors, LLC 0.01% Add +0.7% 5,766 $490K
Truist Financial Corp. 0.00% Add +12.5% 5,384 $458K
Osaic Holdings, Inc. 0.00% Add +7.5% 5,171 $440K
Janney Montgomery Scott LLC 0.00% Reduce -5.5% 4,490 $382K
GTS Securities LLC 0.01% Reduce -76.2% 3,582 $304K
Captrust Financial Advisors 0.00% No change 3,009 $256K
Wealthspire Advisors, LLC 0.00% Reduce -28.6% 2,977 $253K
TD Waterhouse Canada Inc. 0.00% Add +3.3% 2,860 $243K
Thompson David Blair 0.13% — 2,577 $219K
Howard Capital Management Group, LLC 0.01% No change 2,396 $204K
Talisman Wealth Advisors LLC 0.16% New 4,376 $203K
Sunbelt Securities, Inc. 0.01% Add +0.7% 1,896 $161K
Manchester Capital Management LLC 0.02% No change 1,850 $157K
SageView Advisory Group, LLC 0.00% New 1,400 $119K
Royal Bank of Canada 0.00% Add +69.2% 1,161 $99K
Cwm, LLC 0.00% No change 1,013 $86K
Citigroup Inc. 0.00% Add +27.1% 981 $83K
Aptus Capital Advisors, LLC 0.00% No change 928 $79K
O'shaughnessy Asset Management, LLC 0.00% New 635 $54K
International Assets Investment Management, LLC 0.00% New 581 $49K
FMR LLC 0.00% Add +1.9% 551 $47K
Steward Partners Investment Advisory, LLC 0.00% Add +771.4% 427 $36K
Go Invest LLC 0.01% — 366 $31K
Spire Wealth Management 0.00% No change 340 $29K
National Bank of Canada 0.00% No change 210 $18K
MAI Capital Management 0.00% Add +0.7% 155 $13K
Capital Analysts, LLC 0.00% No change 138 $12K
Wells Fargo & Company 0.00% Add +162.5% 126 $11K
Rockefeller Capital Management L.P. 0.00% No change 115 $10K
Tidemark, LLC 0.00% No change 94 $8K
Farther Finance Advisors, LLC 0.00% Add +45.0% 87 $7K
Redmont Wealth Advisors LLC 0.01% No change 75 $6K
Tower Research Capital LLC (TRC) 0.00% New 69 $6K
Sound Income Strategies, LLC 0.00% New 55 $5K
Private Trust Co. NA 0.00% New 46 $4K
Capital Investment Advisory Services, LLC 0.00% No change 12 $1K
Cherry Tree Wealth Management, LLC 0.00% New 11 $935
Archer Investment Corp 0.00% No change 8 $718
Estate Planners Group, LLC 0.00% — 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.