ISHARES TR IDGT
US DIGI REAL ETF · ETP · CUSIP 464287531
60
institutional holders
+2 vs Q4 2025
833.8k
shares reported held*
$82.3mreported value*
13 new
22 added
11 reduced
10 sold out
net bought ≈ $8.1m (+80.5k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $98.71. Options: 0 managers hold calls (— notional), 1 hold puts ($332.5k).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 31 |
| Q4 2022 | 36 |
| Q1 2023 | 33 |
| Q2 2023 | 27 |
| Q3 2023 | 27 |
| Q4 2023 | 26 |
| Q1 2024 | 24 |
| Q2 2024 | 28 |
| Q3 2024 | 30 |
| Q4 2024 | 40 |
| Q1 2025 | 46 |
| Q2 2025 | 47 |
| Q3 2025 | 51 |
| Q4 2025 | 58 |
| Q1 2026 | 60 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 11 | 9 |
| Q3 2024 | 8 | 15 |
| Q4 2024 | 25 | 9 |
| Q1 2025 | 28 | 10 |
| Q2 2025 | 22 | 19 |
| Q3 2025 | 32 | 14 |
| Q4 2025 | 34 | 12 |
| Q1 2026 | 35 | 21 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $0 | $0 | — |
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $297.5k | — |
| Q1 2026 | $0 | $332.5k | — |
Biggest buyers
| MERCER GLOBAL ADVISORS INC /ADV | New | +47.6k |
| Aprio Wealth Management, LLC | Added | +38.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +34.8k |
| VestGen Advisors, LLC | New | +27.7k |
| Steward Partners Investment Advisory, LLC | Added | +8.1k |
| BANK OF AMERICA CORP /DE/ | Added | +5.7k |
| Waverly Advisors, LLC | New | +5.6k |
| Cetera Investment Advisers | Added | +5.1k |
| JONES FINANCIAL COMPANIES LLLP | Added | +4.3k |
| ROYAL BANK OF CANADA | Added | +3.8k |
Biggest sellers
| RAYMOND JAMES FINANCIAL INC | Reduced | -52.8k |
| CORA CAPITAL ADVISORS LLC | Sold out | -10.4k |
| MML INVESTORS SERVICES, LLC | Reduced | -9.7k |
| FLAGSHIP HARBOR ADVISORS, LLC | Sold out | -8.3k |
| CITADEL ADVISORS LLC | Reduced | -7.2k |
| LPL Financial LLC | Reduced | -5.2k |
| Talisman Wealth Advisors LLC | Sold out | -4.4k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -4.1k |
| GTS SECURITIES LLC | Sold out | -3.6k |
| OSAIC HOLDINGS, INC. | Reduced | -3.2k |
Biggest calls
| None |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $332.5k3.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Aprio Wealth Management, LLC 1.12% of their portfolio | 210.4k $20.6m | Added +38.9k |
| LPL Financial LLC 0.00% of their portfolio | 84.4k $8.3m | Reduced -5.2k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 54.8k $5.4m | Added +3.3k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 47.6k $4.7m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 42.1k $4.1m | Added +5.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 40.8k $4.0m | Reduced -4.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 38.6k $3.8m | Reduced -52.8k |
| Cetera Investment Advisers 0.00% of their portfolio | 37.5k $3.7m | Added +5.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 34.8k $3.4m | New |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 31.9k $3.1m | Reduced -9.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 28.5k $2.8m | Unchanged |
| VestGen Advisors, LLC 0.09% of their portfolio | 27.7k $3.3m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 23.2k $2.3m | Reduced -7.2k |
| UBS Group AG 0.00% of their portfolio | 16.1k $1.6m | Added +1.4k |
| MORGAN STANLEY 0.00% of their portfolio | 15.2k $1.5m | Reduced -164 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 12.3k $1.2m | Added +4.3k |
| IHT Wealth Management, LLC 0.03% of their portfolio | 11.5k $1.1m | Added +1.2k |
| Krilogy Financial LLC 0.04% of their portfolio | 11.3k $1.3m | Reduced -455 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 8.5k $831.4k | Added +8.1k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 6.1k $594.2k | Added +692 |
| Parallel Advisors, LLC 0.01% of their portfolio | 5.8k $563.9k | Unchanged |
| Waverly Advisors, LLC 0.00% of their portfolio | 5.6k $545.0k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 4.9k $482.0k | Added +3.8k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 4.7k $456.0k | Added +177 |
| High Point Wealth Management, LLC 0.30% of their portfolio | 3.2k $309.5k | New |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 3.0k $294.2k | Unchanged |
| Wealthspire Advisors, LLC 0.00% of their portfolio | 3.0k $293.4k | Added +23 |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 2.8k $275.0k | Reduced -85 |
| Manchester Capital Management LLC 0.03% of their portfolio | 2.2k $220.0k | Added +400 |
| Haven Private, LLC 0.09% of their portfolio | 2.2k $212.2k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.0k $192.4k | Reduced -3.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.9k $186.8k | Added +1.8k |
| Sunbelt Securities, Inc. 0.01% of their portfolio | 1.9k $182.8k | Reduced -27 |
| CWM, LLC 0.00% of their portfolio | 1.1k $111.4k | Added +126 |
| CITIGROUP INC 0.00% of their portfolio | 1.1k $104.5k | Added +88 |
| Aptus Capital Advisors, LLC 0.00% of their portfolio | 928 $90.7k | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 582 $57.8k | Added +1 |
| FMR LLC 0.00% of their portfolio | 574 $56.2k | Added +23 |
| Allworth Financial LP 0.00% of their portfolio | 540 $52.8k | New |
| Spire Wealth Management 0.00% of their portfolio | 390 $38.1k | Added +50 |
| Go Invest LLC 0.01% of their portfolio | 367 $35.8k | Added +1 |
| Tidemark, LLC 0.01% of their portfolio | 240 $23.5k | Added +146 |
| Advisory Services Network, LLC 0.00% of their portfolio | 224 $21.9k | New |
| Estabrook Capital Management 0.00% of their portfolio | 200 $19.6k | New |
| Trask Adam Roland 0.02% of their portfolio | 200 $19.6k | First filing |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 163 $16.2k | Added +76 |
| MAI Capital Management 0.00% of their portfolio | 155 $15.2k | Unchanged |
| Capital Analysts, LLC 0.00% of their portfolio | 138 $13.0k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 116 $11.3k | New |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 115 $11.2k | Unchanged |
| Sound Income Strategies, LLC 0.00% of their portfolio | 55 $5.5k | Unchanged |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 46 $4.5k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 34 $3.3k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 20 $2.0k | New |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 12 $1.2k | Unchanged |
| Cherry Tree Wealth Management, LLC 0.00% of their portfolio | 11 $1.1k | Unchanged |
| Archer Investment Corp 0.00% of their portfolio | 8 $828 | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 2 $203 | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 2 $196 | Reduced -633 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 0 $39 | Unchanged |