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Disclosery

IDGT ISHARES TR

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US DIGI REAL ETF (fund)

60 managers (60 13F filers) reported a position in IDGT shares at 2026-03-31, 833,828 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
60
13F filers
60
New
13
Added
22
Reduced
11
Sold out
10
Shares held by filers
833,828

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC210,424$20.6M1.12%+38,93513F-HRTimeline
LPL Financial LLC84,409$8.25M<0.01%-5,24813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…54,844$5.36M0.01%+3,29713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV47,582$4.65M0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/42,113$4.12M<0.01%+5,65713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,802$3.99M<0.01%-4,14613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,613$3.78M<0.01%-52,80013F-HRTimelineGroup
Cetera Investment Advisers37,476$3.66M<0.01%+5,09313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,772$3.4M<0.01%new13F-HRTimelineGroup
VestGen Advisors, LLC27,719$3.31M0.09%new13F-HRTimeline
MML INVESTORS SERVICES, LLC31,938$3.12M0.01%-9,68913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,540$2.79M<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,199$2.27M<0.01%-7,23513F-HRTimelineGroup
UBS Group AGin group UBS Group AG16,145$1.58M<0.01%+1,37113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY15,246$1.49M<0.01%-16413F-HRTimelineGroup
Krilogy Financial LLC11,275$1.29M0.04%-45513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,269$1.18M<0.01%+4,33613F-HRTimelineGroup
IHT Wealth Management, LLC11,505$1.13M0.03%+1,24313F-HRTimeline
Steward Partners Investment Advisory, L…8,501$831K<0.01%+8,07413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,076$594K<0.01%+69213F-HRTimelineGroup
Parallel Advisors, LLC5,766$564K0.01%013F-HR/ATimeline
Waverly Advisors, LLC5,573$545K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,930$482K<0.01%+3,76913F-HRTimelineGroup
Janney Montgomery Scott LLC4,667$456K<0.01%+17713F-HRTimeline
High Point Wealth Management, LLC3,165$310K0.3%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,009$294K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC3,000$293K<0.01%+2313F-HRTimeline
TD Waterhouse Canada Inc.2,775$275K<0.01%-8513F-HRTimeline
Manchester Capital Management LLC2,250$220K0.03%+40013F-HRTimeline
Haven Private, LLC2,170$212K0.09%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,966$192K<0.01%-3,20513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,910$187K<0.01%+1,78413F-HR/ATimelineGroup
Sunbelt Securities, Inc.1,869$183K0.01%-2713F-HRTimeline
CWM, LLCin group CWM, LLC1,139$111K<0.01%+12613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,069$105K<0.01%+8813F-HRTimelineGroup
Aptus Capital Advisors, LLC928$90.7K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…582$57.8K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC574$56.2K<0.01%+2313F-HRTimelineGroup
Allworth Financial LP540$52.8K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management390$38.1K<0.01%+5013F-HRTimelineGroup
Go Invest LLC367$35.8K0.01%+113F-HRTimeline
Tidemark, LLC240$23.5K0.01%+14613F-HRTimeline
Advisory Services Network, LLC224$21.9K<0.01%new13F-HRTimeline
Estabrook Capital Management200$19.6K<0.01%new13F-HRTimeline
Trask Adam Roland200$19.6K0.02%13F-HRTimeline
Farther Finance Advisors, LLC163$16.2K<0.01%+7613F-HRTimeline
MAI Capital Management155$15.2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC138$13K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…116$11.3K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…115$11.2K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC55$5.46K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA46$4.5K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC34$3.32K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20$1.96K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…12$1.17K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC11$1.08K<0.01%013F-HRTimeline
Archer Investment Corp8$828<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2$203<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2$196<0.01%-63313F-HRTimeline
SIGNATUREFD, LLC0$39<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.