IDGT Institutional Ownership
iShares U.S. Digital Infrastructure and Real Estate ETF
1W: +1.1%
1M: +3.0%
3M: -0.9%
YTD: +34.9%
1Y: +33.0%
3Y: +95.8%
5Y: +68.8%
$115.33
+1.82 (+1.61%)
Weekly Expected Move ±3.6%
$107
$111
$115
$119
$124
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IDGT
105
Institutional Holders
+34 vs prior quarter
0.0%
Ownership
+0.00pp
338M
Total Invested
47
New Positions
34
Increased
11
Reduced
5
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (115 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 470,458 | $54M | +428,345 | +1017.1% | 15Q | SEC ↗ |
| 2 | MML INVESTORS SERVICES, LLC | 396,601 | $46M | +364,663 | +1141.8% | 6Q | SEC ↗ |
| 3 | Aprio Wealth Management, LLC | 218,032 | $25M | +7,608 | +3.6% | 9Q | SEC ↗ |
| 4 | Equitable Holdings, Inc. NEW | 112,530 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 5 | MinichMacGregor Wealth Management, LLC NEW | 109,398 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Prospera Financial Services Inc NEW | 104,530 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Advisory Services Network, LLC | 103,636 | $12M | +103,412 | +46166.1% | 2Q | SEC ↗ |
| 8 | LPL Financial LLC | 100,526 | $12M | +16,117 | +19.1% | 47Q | SEC ↗ |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | 91,506 | $11M | +43,924 | +92.3% | 2Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 91,208 | $11M | +86,278 | +1750.1% | 67Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 85,633 | $10M | +83,667 | +4255.7% | 26Q | SEC ↗ |
| 12 | Well Done, LLC NEW | 73,077 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 72,847 | $8M | +38,075 | +109.5% | 2Q | SEC ↗ |
| 14 | GOLDMAN SACHS GROUP INC | 63,604 | $7M | +35,064 | +122.9% | 15Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 52,140 | $6M | +13,527 | +35.0% | 7Q | SEC ↗ |
| 16 | Thrivent Financial for Lutherans | 51,877 | $6M | -2,967 | -5.4% | 5Q | SEC ↗ |
| 17 | Cadent Capital Advisors, LLC NEW | 48,313 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 18 | UBS Group AG | 43,847 | $5M | +27,702 | +171.6% | 47Q | SEC ↗ |
| 19 | STIFEL FINANCIAL CORP NEW | 40,271 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 38,945 | $4M | +1,469 | +3.9% | 7Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 36,904 | $4M | -3,898 | -9.6% | 6Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC NEW | 31,990 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 23 | VestGen Advisors, LLC | 29,564 | $3M | +1,845 | +6.7% | 2Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC | 27,204 | $3M | +4,005 | +17.3% | 12Q | SEC ↗ |
| 25 | Wallace Hart LLC NEW | 27,107 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Waverly Advisors, LLC | 22,649 | $3M | +17,076 | +306.4% | 2Q | SEC ↗ |
| 27 | Tudor Financial Inc. NEW | 21,929 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Arax Advisory Partners NEW | 19,581 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 29 | MORGAN STANLEY | 19,022 | $2M | +3,776 | +24.8% | 60Q | SEC ↗ |
| 30 | Apollon Wealth Management, LLC NEW | 17,592 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Virtu Financial LLC NEW | 16,942 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | JONES FINANCIAL COMPANIES LLLP | 16,439 | $2M | +4,170 | +34.0% | 8Q | SEC ↗ |
| 33 | Wagner Wealth Management, Corp NEW | 16,277 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Steward Partners Investment Advisory, | 15,734 | $2M | +7,233 | +85.1% | 5Q | SEC ↗ |
| 35 | LEE JOHNSON CAPITAL MANAGEMENT, LLC NEW | 12,864 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Krilogy Financial LLC | 11,805 | $1M | +530 | +4.7% | 6Q | SEC ↗ |
| 37 | Atria Investments, Inc NEW | 11,234 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Tower Research Capital LLC (TRC) NEW | 10,559 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 39 | HARMONY ASSET MANAGEMENT LLC NEW | 9,629 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 40 | High Point Wealth Management, LLC | 8,910 | $1M | +5,745 | +181.5% | 2Q | SEC ↗ |
| 41 | MUIRFIELD WEALTH ADVISORS LLC NEW | 8,540 | $985K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Sanctuary Advisors, LLC NEW | 8,308 | $958K | — | +0.0% | 1Q | SEC ↗ |
| 43 | DAVENPORT & Co LLC NEW | 7,270 | $838K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Integrated Wealth Concepts LLC NEW | 7,123 | $822K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Nikulski Financial, Inc. NEW | 6,836 | $788K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Haven Private, LLC | 6,513 | $751K | +4,343 | +200.1% | 2Q | SEC ↗ |
| 47 | KKM Financial LLC NEW | 5,460 | $630K | — | +0.0% | 1Q | SEC ↗ |
| 48 | TRUIST FINANCIAL CORP | 5,223 | $602K | -853 | -14.0% | 5Q | SEC ↗ |
| 49 | Janney Montgomery Scott LLC | 4,857 | $560K | +190 | +4.1% | 7Q | SEC ↗ |
| 50 | GREAT VALLEY ADVISOR GROUP, INC. NEW | 4,765 | $550K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Equitable Holdings, Inc. | 112,530 | $13M |
| MinichMacGregor Wealth Management, | 109,398 | $13M |
| Prospera Financial Services Inc | 104,530 | $12M |
| Well Done, LLC | 73,077 | $8M |
| Cadent Capital Advisors, LLC | 48,313 | $6M |
| STIFEL FINANCIAL CORP | 40,271 | $5M |
| JANE STREET GROUP, LLC | 31,990 | $4M |
| Wallace Hart LLC | 27,107 | $3M |
| Tudor Financial Inc. | 21,929 | $3M |
| Arax Advisory Partners | 19,581 | $2M |
| Apollon Wealth Management, LLC | 17,592 | $2M |
| Virtu Financial LLC | 16,942 | $2M |
| Wagner Wealth Management, Corp | 16,277 | $2M |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 12,864 | $1M |
| Atria Investments, Inc | 11,234 | $1M |
| Tower Research Capital LLC (TRC) | 10,559 | $1M |
| HARMONY ASSET MANAGEMENT LLC | 9,629 | $1M |
| MUIRFIELD WEALTH ADVISORS LLC | 8,540 | $985K |
| Sanctuary Advisors, LLC | 8,308 | $958K |
| DAVENPORT & Co LLC | 7,270 | $838K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| IHT Wealth Management, LLC | 11,505 | $1M |
| CORA CAPITAL ADVISORS LLC | 10,432 | $1M |
| Talisman Wealth Advisors LLC | 4,376 | $505K |
| GTS SECURITIES LLC | 3,582 | $413K |
| Thompson David Blair | 2,577 | $297K |
| SageView Advisory Group, LLC | 1,400 | $161K |
| NATIONAL BANK OF CANADA /FI | 210 | $24K |
| MAI Capital Management | 155 | $18K |
| Sound Income Strategies, LLC | 55 | $6K |
| SIMPLEX TRADING, LLC | 34 | $4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 20 | $2K |
| Estate Planners Group, LLC | 8 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +428,345 | +1017.1% | 470,458 |
| MML INVESTORS SERVICES, LLC | +364,663 | +1141.8% | 396,601 |
| Advisory Services Network, LLC | +103,412 | +46166.1% | 103,636 |
| ROYAL BANK OF CANADA | +86,278 | +1750.1% | 91,208 |
| OSAIC HOLDINGS, INC. | +83,667 | +4255.7% | 85,633 |
| MERCER GLOBAL ADVISORS INC /ADV | +43,924 | +92.3% | 91,506 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +38,075 | +109.5% | 72,847 |
| GOLDMAN SACHS GROUP INC | +35,064 | +122.9% | 63,604 |
| UBS Group AG | +27,702 | +171.6% | 43,847 |
| Waverly Advisors, LLC | +17,076 | +306.4% | 22,649 |
| LPL Financial LLC | +16,117 | +19.1% | 100,526 |
| RAYMOND JAMES FINANCIAL INC | +13,527 | +35.0% | 52,140 |
| Aprio Wealth Management, LLC | +7,608 | +3.6% | 218,032 |
| Steward Partners Investment Advisor | +7,233 | +85.1% | 15,734 |
| High Point Wealth Management, LLC | +5,745 | +181.5% | 8,910 |
| Haven Private, LLC | +4,343 | +200.1% | 6,513 |
| JONES FINANCIAL COMPANIES LLLP | +4,170 | +34.0% | 16,439 |
| CITADEL ADVISORS LLC | +4,005 | +17.3% | 27,204 |
| MORGAN STANLEY | +3,776 | +24.8% | 19,022 |
| VestGen Advisors, LLC | +1,845 | +6.7% | 29,564 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Parallel Advisors, LLC | -3,966 | -68.8% | 1,800 |
| ENVESTNET ASSET MANAGEMENT INC | -3,898 | -9.6% | 36,904 |
| Thrivent Financial for Lutherans | -2,967 | -5.4% | 51,877 |
| TRUIST FINANCIAL CORP | -853 | -14.0% | 5,223 |
| Go Invest LLC | -33 | -9.0% | 334 |
| Sunbelt Securities, Inc. | -27 | -1.4% | 1,869 |
| TD Waterhouse Canada Inc. | -8 | -0.3% | 2,767 |