IDGT · iShares U.S. Digital Infrastructure and Real Estate ETF ETF

Alerts for IDGT

$113.92 +0.33 (+0.29%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $3,257,406

Total Shares: 27,204

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 1 13F filers · Δ vs Sep 30, 2025

Top Holder

100.0%

+76.6 pts

Top 5

100.0%

+47.2 pts

Top 10

100.0%

+22.9 pts

HHI

10,000

Highly concentrated+9,058

Quarterly Activity

vs Sep 30, 2025

New

0

Increased

0

Decreased

1

Sold Out

50

Unchanged

0

Holder count: -50

Institutional value: -94.6%

Shares held: -96.1%

Top Buyers

vs Sep 30, 2025

No qualifying movers this quarter.

Top Sellers

vs Sep 30, 2025

Institution	Sold	Now Holds	Open
Mega CITADEL ADVISORS LLC	−12,791	27,204

Top New Positions

vs Sep 30, 2025

No new positions this quarter.

Top Sold-Out Positions

vs Sep 30, 2025

Institution	Previously Held	Last Value (USD)	Open
Small Aprio Wealth Management, LLC	163,423	$14,175,311
Mega LPL Financial LLC	75,493	$6,548,262
Small Long Run Wealth Advisors, LLC	45,022	$3,905,208
Large Thrivent Financial for Lutherans	44,368	$3,848,480
Mega ENVESTNET ASSET MANAGEMENT INC	39,456	$3,422,413

Filter: New 0 Increased 0 Reduced 1 Sold out 50 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC IDGT

$3,257,406

100.00%

27,204

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	27,204	$3,257,406	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Investment Management Inc	44,368	$3,848,480	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	33,983	$2,947,685	90.9%	Defined
Raymond James Financial Services Advisors, Inc.	3,422	$296,824	9.1%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	30,695	$2,662,484	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	20,205	$1,752,581	75.3%	Defined
MANAGED ACCOUNT ADVISORS LLC	6,643	$576,213	24.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	14,634	$1,269,353	84.3%	Defined
UBS AG	1,524	$132,191	8.8%	Defined
UBS Securities LLC	1,203	$104,348	6.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	6	$520	0.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	15,046	$1,305,090	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	5,491	$476,289	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	4,812	$417,392	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	4,785	$415,050	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	2,770	$240,269	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	772	$66,963	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	651	$56,467	94.9%	Defined
RBC Dominion Securities Inc.	35	$3,035	5.1%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	541	$46,926	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	210	$18,215	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	115	$9,975	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	48	$4,163	100.0%	Defined