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Disclosery

IDGT ISHARES TR

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US DIGI REAL ETF (fund)

47 managers (47 13F filers) reported a position in IDGT shares at 2025-06-30, 698,505 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
47
13F filers
47
New
7
Added
15
Reduced
13
Sold out
6
Shares held by filers
698,505

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Aprio Wealth Management, LLC156,686$13M1.47%-22513F-HRTimeline
LPL Financial LLC67,809$5.63M<0.01%+3,63313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,956$3.81M<0.01%-57413F-HRTimelineGroup
Long Run Wealth Advisors, LLC45,248$3.76M0.79%-1,59513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,339$3.51M0.01%+26,69013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,224$3.26M<0.01%+1,69413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC38,986$3.24M0.01%+1213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,770$3.13M<0.01%-16,30413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…36,151$3M0.01%new13F-HR/ATimelineGroup
GTS SECURITIES LLC30,685$2.55M0.11%+20,99213F-HRTimeline
Cetera Investment Advisers27,313$2.27M<0.01%+5,09413F-HRTimeline
Krilogy Financial LLC16,828$1.4M0.08%+92313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,252$1.27M<0.01%+2,01613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,843$1.23M<0.01%-27913F-HRTimelineGroup
UBS Group AGin group UBS Group AG13,642$1.13M<0.01%-92813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,644$966K<0.01%+3,99713F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC10,070$836K0.37%+1513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,820$649K0.03%+2,04813F-HRTimeline
Parallel Advisors, LLC5,666$470K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,754$395K<0.01%+2,54913F-HR/ATimelineGroup
Janney Montgomery Scott LLC4,341$360K<0.01%-1,04013F-HRTimeline
Wealthspire Advisors, LLC4,168$346K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,995$332K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,936$322K<0.01%+7913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS2,681$223K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.2,350$194K<0.01%+21013F-HRTimeline
Manchester Capital Management LLC2,250$187K0.02%013F-HRTimeline
Bristlecone Advisors, LLC1,000$83K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC928$77K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC771$64K<0.01%-6913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…766$63.6K<0.01%-5,64713F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC553$45.9K0.07%-25613F-HRTimeline
FMR LLCin group FMR LLC541$44.9K<0.01%-9813F-HRTimelineGroup
CWM, LLCin group CWM, LLC438$36K<0.01%013F-HRTimelineGroup
Briaud Financial Planning Inc238$19K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/210$17.4K<0.01%013F-HR/ATimelineGroup
MAI Capital Management154$12.8K<0.01%013F-HRTimeline
Tidemark, LLC150$12.4K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC138$11K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…49$4.07K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN49$4.04K<0.01%+4813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38$3K<0.01%-38213F-HR/ATimelineGroup
Farther Finance Advisors, LLC30$2.49K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.25$2.01K<0.01%-2,04213F-HRTimeline
Capital Investment Advisory Services, L…12$996<0.01%013F-HRTimeline
Archer Investment Corp8$697<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.