iSHARES TRUST - IDGT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aprio Wealth Management, LLC | History | Added to | 210,424 | 20,577 | 1.12% | 0.84% | 1 | +38,935 | 22.7% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 84,409 | 8,254 | 0.0% | 0.0% | 2 | -5,248 | -5.85% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 54,844 | 5,363 | 0.01% | 0.01% | 3 | +3,297 | 6.4% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 47,582 | 4,653 | 0.01% | — | 4 | +47,582 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 42,113 | 4,118 | 0.0% | 0.0% | 5 | +5,657 | 15.52% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 40,802 | 3,990 | 0.0% | 0.0% | 6 | -4,146 | -9.22% | Q1 2026 | May 04, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 45,769 | 3,890 | 0.73% | 0.73% | 7 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 38,613 | 3,775 | 0.0% | 0.0% | 8 | -52,800 | -57.76% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 38,172 | 3,732 | 0.0% | 0.0% | 9 | +34,672 | 990.63% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 37,476 | 3,664 | 0.0% | 0.0% | 10 | +5,093 | 15.73% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | New | 27,719 | 3,311 | 0.09% | — | 11 | +27,719 | New | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 31,938 | 3,123 | 0.01% | 0.01% | 12 | -9,689 | -23.28% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 28,540 | 2,790 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,199 | 2,268 | 0.0% | 0.0% | 14 | -7,235 | -23.77% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 16,145 | 1,578 | 0.0% | 0.0% | 15 | +1,371 | 9.28% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 15,246 | 1,490 | 0.0% | 0.0% | 16 | -164 | -1.06% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 11,275 | 1,285 | 0.04% | 0.03% | 17 | -455 | -3.88% | Q1 2026 | Apr 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,269 | 1,176 | 0.0% | 0.0% | 18 | +4,336 | 54.66% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,505 | 1,125 | 0.03% | 0.02% | 19 | +1,243 | 12.11% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,501 | 831 | 0.0% | 0.0% | 20 | +8,074 | 1890.87% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,076 | 594 | 0.0% | 0.0% | 21 | +692 | 12.85% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | No change | 5,766 | 563 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | New | 5,573 | 544 | 0.0% | — | 23 | +5,573 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,930 | 482 | 0.0% | 0.0% | 24 | +3,769 | 324.63% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,667 | 456 | 0.0% | 0.0% | 25 | +177 | 3.94% | Q1 2026 | Apr 22, 2026 |
| High Point Wealth Management, LLC | History | New | 3,165 | 309 | 0.3% | — | 26 | +3,165 | New | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,009 | 294 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 3,000 | 293 | 0.0% | 0.0% | 28 | +23 | 0.77% | Q1 2026 | May 01, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,775 | 275 | 0.0% | 0.0% | 29 | -85 | -2.97% | Q1 2026 | May 12, 2026 |
| Manchester Capital Management LLC | History | Added to | 2,250 | 220 | 0.03% | 0.02% | 30 | +400 | 21.62% | Q1 2026 | May 11, 2026 |
| Haven Private, LLC | History | New | 2,170 | 212 | 0.09% | — | 31 | +2,170 | New | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,966 | 192 | 0.0% | 0.0% | 32 | -3,205 | -61.98% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,910 | 186 | 0.0% | 0.0% | 33 | +1,784 | 1415.87% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 1,890 | 184 | 0.01% | — | 34 | +1,890 | New | Q1 2026 | May 19, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,869 | 182 | 0.01% | 0.01% | 35 | -27 | -1.42% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,400 | 119 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 1,139 | 111 | 0.0% | 0.0% | 37 | +126 | 12.44% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 1,069 | 104 | 0.0% | 0.0% | 38 | +88 | 8.97% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 928 | 90 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 582 | 57 | 0.0% | 0.0% | 40 | +1 | 0.17% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 574 | 56 | 0.0% | 0.0% | 41 | +23 | 4.17% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | New | 540 | 52 | 0.0% | — | 42 | +540 | New | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 390 | 38 | 0.0% | 0.0% | 43 | +50 | 14.71% | Q1 2026 | Apr 22, 2026 |
| Tidemark, LLC | History | Added to | 240 | 23 | 0.01% | 0.0% | 44 | +146 | 155.32% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 224 | 21 | 0.0% | — | 45 | +224 | New | Q1 2026 | May 15, 2026 |
| Estabrook Capital Management | History | New | 200 | 19 | 0.0% | — | 46 | +200 | New | Q1 2026 | May 14, 2026 |
| Trask Adam Roland | History | New | 200 | 19 | 0.02% | — | 47 | +200 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 163 | 16 | 0.0% | 0.0% | 48 | +76 | 87.36% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | No change | 155 | 15 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | New | 138 | 13 | 0.0% | — | 50 | +138 | New | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 116 | 11 | 0.0% | — | 52 | +116 | New | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 115 | 11 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 75 | 6 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 46 | 4 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | New | 34 | 3 | 0.0% | — | 56 | +34 | New | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 20 | 1 | 0.0% | — | 59 | +20 | New | Q1 2026 | May 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 11 | 1 | 0.0% | — | 58 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -10,432 | -100.0% | Q1 2026 | Apr 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,267 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Talisman Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,376 | -100.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,582 | -100.0% | Q1 2026 | May 14, 2026 |
| Howard Capital Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,396 | -100.0% | Q1 2026 | Apr 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -633 | -99.69% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |