IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares US Dgtl Infra & R/E (IDGT)

CUSIP: 464287531 | NYSE | 266 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Aprio Wealth Management, LLC229,292
1.2% of portfolio›$25.8M
Prospera Financial Services Inc114,570
0.2% of portfolio›$12.4M
MinichMacGregor Wealth Management, LLC112,856
2.0% of portfolio›$12.7M
Well Done, LLC74,912
1.2% of portfolio›$8.4M
Monument Capital Management50,075
1.2% of portfolio›$5.6M
Cadent Capital Advisors, LLC35,213
0.8% of portfolio›$4.0M
VestGen Advisors, LLC33,172
0.1% of portfolio›$3.7M
Apollon Wealth Management, LLC18,282
0.0% of portfolio›$2.1M
Outlook Wealth Advisors, LLC14,364
0.3% of portfolio›$1.6M
Atria Investments, Inc13,149
0.0% of portfolio›$1.5M
Krilogy Financial LLC12,549
0.0% of portfolio›$1.5M
Haven Private, LLC11,314
0.5% of portfolio›$1.3M
High Point Wealth Management, LLC9,100
0.8% of portfolio›$1.0M
Davenport & Co LLC7,270
0.0% of portfolio›$817.4K
Harmony Asset Management LLC6,858
0.2% of portfolio›$771.0K
Truist Financial Corp6,347
0.0% of portfolio›$713.6K
Oppenheimer & Co Inc5,426
0.0% of portfolio›$610.0K
Citigroup Inc3,728
0.0% of portfolio›$419.1K
DecisionMap Wealth Management, LLC3,310
0.2% of portfolio›$372.2K
Financial Partners Group, Inc3,290
0.0% of portfolio›$369.9K
Hennion & Walsh Asset Management, Inc.3,232
0.0% of portfolio›$363.4K
Cambridge Investment Research Advisors, Inc.3,218
0.0% of portfolio›$362
Joseph P. Lucia & Associates, LLC3,073
0.1% of portfolio›$345.5K
Creative Planning2,995
0.0% of portfolio›$336.7K
TD Waterhouse Canada Inc.2,767
0.0% of portfolio›$314.3K
Parallel Advisors, LLC2,399
0.0% of portfolio›$269.7K
Commonwealth Equity Services, LLC2,366
0.0% of portfolio›$266.0K
Unique Wealth, LLC2,283
0.0% of portfolio›$256.7K
Manchester Capital Management LLC2,250
0.0% of portfolio›$253.0K
Belvedere Trading LLC2,061
0.0% of portfolio›$231.7K
Flagship Harbor Advisors, LLC2,018
0.0% of portfolio›$226.9K
Spire Wealth Management640
0.0% of portfolio›$72.0K
LFA - Lugano Financial Advisors SA522
0.0% of portfolio›$58.7K
Farther Finance Advisors, LLC480
0.0% of portfolio›$54.0K
Go Invest LLC335
0.0% of portfolio›$37.6K
Provenance Wealth Advisors, LLC168
0.0% of portfolio›$18.9K
City Holding Co125
0.0% of portfolio›$14.1K
Private Trust Co NA46
0.0% of portfolio›$5.2K
Cherry Tree Wealth Management, LLC11
0.0% of portfolio›$1.2K
Archer Investment Corp8
0.0% of portfolio›$955
Signaturefd, LLC0
0.0% of portfolio›$44
StyleTurnoverLocationFiled
Aprio Wealth Management, LLC
229,292$25.8M1.2%ETFMediumAtlanta, GA2026-10-28
Prospera Financial Services Inc
114,570$12.4M0.2%CoreMediumDallas, TX2026-11-04
MinichMacGregor Wealth Management, LLC
112,856$12.7M2.0%ETFHighSaratoga Springs, NY2026-10-14
Well Done, LLC
74,912$8.4M1.2%ETFLowHolland, MI2026-10-20
Monument Capital Management
50,075$5.6M1.2%GARPHighAlexandria, VA2026-10-09
Cadent Capital Advisors, LLC
35,213$4.0M0.8%ETFHighTulsa, OK2026-10-09
VestGen Advisors, LLC
33,172$3.7M0.1%GrowthMediumChicago, IL2026-10-27
Apollon Wealth Management, LLC
18,282$2.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Outlook Wealth Advisors, LLC
14,364$1.6M0.3%ETFMediumShenandoah, TX2026-10-28
Atria Investments, Inc
13,149$1.5M0.0%CoreMediumCharlotte, NC2026-10-15
Krilogy Financial LLC
12,549$1.5M0.0%GrowthLowSt. Louis, MO2026-10-13
Haven Private, LLC
11,314$1.3M0.5%ETFMediumOrlando, FL2026-10-27
High Point Wealth Management, LLC
9,100$1.0M0.8%ETFLowChester, NJ2026-11-05
Davenport & Co LLC
7,270$817.4K0.0%CoreMediumRichmond, VA2026-10-14
Harmony Asset Management LLC
6,858$771.0K0.2%GrowthMediumScottsdale, AZ2026-10-20
Truist Financial Corp
6,347$713.6K0.0%CoreLowCharlotte, NC2026-10-30
Oppenheimer & Co Inc
5,426$610.0K0.0%CoreLowNew York, NY2026-10-26
Citigroup Inc
3,728$419.1K0.0%CoreMediumNew York, NY2026-11-04
DecisionMap Wealth Management, LLC
3,310$372.2K0.2%ETFLowGreat Falls, VA2026-10-29
Financial Partners Group, Inc
3,290$369.9K0.0%ETFLowOverland Park, KS2026-10-19
Hennion & Walsh Asset Management, Inc.
3,232$363.4K0.0%ValueMediumParsippany, NJ2026-10-13
Cambridge Investment Research Advisors, Inc.
3,218$3620.0%ETFLowFairfield, IA2026-11-02
Joseph P. Lucia & Associates, LLC
3,073$345.5K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Creative Planning
2,995$336.7K0.0%IndexVery LowOverland Park, KS2026-11-02
TD Waterhouse Canada Inc.
2,767$314.3K0.0%CoreLowToronto, Australia2026-10-16
Parallel Advisors, LLC
2,399$269.7K0.0%IndexLowSan Francisco, CA2026-11-03
Commonwealth Equity Services, LLC
2,366$266.0K0.0%ETFLowWaltham, MA2026-11-02
Unique Wealth, LLC
2,283$256.7K0.0%ETFMediumTampa, FL2026-10-16
Manchester Capital Management LLC
2,250$253.0K0.0%CoreLowManchester, VT2026-10-22
Belvedere Trading LLC
2,061$231.7K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Flagship Harbor Advisors, LLC
2,018$226.9K0.0%ETFMediumBoston, MA2026-10-26
Spire Wealth Management
640$72.0K0.0%GrowthMediumMclean, VA2026-10-30
LFA - Lugano Financial Advisors SA
522$58.7K0.0%ETFLowLugano, Switzerland2026-11-03
Farther Finance Advisors, LLC
480$54.0K0.0%IndexLowSan Francisco, CA2026-10-08
Go Invest LLC
335$37.6K0.0%ETFN/AWest Jordan, UT2026-10-09
Provenance Wealth Advisors, LLC
168$18.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
City Holding Co
125$14.1K0.0%CoreLowCharleston, WV2026-10-19
Private Trust Co NA
46$5.2K0.0%CoreLowCleveland, OH2026-10-20
Cherry Tree Wealth Management, LLC
11$1.2K0.0%ETFVery LowMinnetonka, MN2026-10-15
Archer Investment Corp
8$9550.0%CoreMediumCarmel, IN2026-11-05
Signaturefd, LLC
0$440.0%IndexLowAtlanta, GA2026-10-23