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 | 171,489 | 14,576 | 0.84% | 1.41% | 1 | +8,066 | 4.94% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 91,413 | 7,770 | 0.0% | 0.0% | 2 | +54,008 | 144.39% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 89,657 | 7,620 | 0.0% | 0.0% | 3 | +14,164 | 18.76% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 51,547 | 4,381 | 0.01% | 0.01% | 4 | +7,179 | 16.18% | Q4 2025 | Feb 05, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 45,769 | 3,890 | 0.73% | 0.77% | 5 | +747 | 1.66% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 44,948 | 3,820 | 0.0% | 0.0% | 6 | +5,492 | 13.92% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 41,627 | 3,538 | 0.01% | 0.01% | 7 | +8,909 | 27.23% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 36,456 | 3,098 | 0.0% | 0.0% | 8 | +9,608 | 35.79% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 32,383 | 2,752 | 0.0% | 0.0% | 9 | +2,788 | 9.42% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 30,434 | 2,586 | 0.0% | 0.0% | 10 | -9,561 | -23.91% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 28,540 | 2,425 | 0.0% | 0.0% | 11 | -2,155 | -7.02% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Added to | 15,410 | 1,309 | 0.0% | 0.0% | 12 | +358 | 2.38% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 14,774 | 1,255 | 0.0% | 0.0% | 13 | -2,587 | -14.9% | Q4 2025 | Jan 29, 2026 |
| Krilogy Financial LLC | History | Reduced | 11,730 | 1,027 | 0.03% | 0.05% | 14 | -2,459 | -17.33% | Q4 2025 | Jan 27, 2026 |
| IHT Wealth Management, LLC | History | New | 10,262 | 928 | 0.02% | — | 15 | +10,262 | New | Q4 2025 | Feb 17, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 10,432 | 886 | 0.35% | 0.37% | 16 | +324 | 3.21% | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 8,267 | 702 | 0.03% | 0.03% | 17 | +150 | 1.85% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,933 | 674 | 0.0% | 0.0% | 18 | +2,442 | 44.47% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,766 | 490 | 0.01% | 0.01% | 19 | +40 | 0.7% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,384 | 457 | 0.0% | 0.0% | 20 | +599 | 12.52% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,171 | 439 | 0.0% | 0.0% | 21 | +359 | 7.46% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,490 | 382 | 0.0% | 0.0% | 22 | -260 | -5.47% | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | Reduced | 3,582 | 304 | 0.01% | 0.05% | 23 | -11,484 | -76.22% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 3,500 | 297 | 0.0% | — | 24 | +3,500 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,009 | 255 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 2,977 | 253 | 0.0% | 0.0% | 26 | -1,191 | -28.57% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,860 | 242 | 0.0% | 0.0% | 27 | +90 | 3.25% | Q4 2025 | Jan 27, 2026 |
| Talisman Wealth Advisors LLC | History | New | 4,376 | 203 | 0.16% | — | 29 | +4,376 | New | Q4 2025 | Feb 20, 2026 |
| Howard Capital Management Group, LLC | History | No change | 2,396 | 203 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,896 | 161 | 0.01% | 0.01% | 30 | +14 | 0.74% | Q4 2025 | Feb 20, 2026 |
| Manchester Capital Management LLC | History | No change | 1,850 | 157 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 1,400 | 119 | 0.0% | — | 32 | +1,400 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,161 | 99 | 0.0% | — | 33 | +1,161 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 1,013 | 86 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Added to | 981 | 83 | 0.0% | 0.0% | 35 | +209 | 27.07% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 928 | 78 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 635 | 53 | 0.0% | — | 37 | +635 | New | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 581 | 49 | 0.0% | — | 38 | +581 | New | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Added to | 551 | 46 | 0.0% | 0.0% | 39 | +10 | 1.85% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 427 | 36 | 0.0% | 0.0% | 40 | +378 | 771.43% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | No change | 340 | 28 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 210 | 17 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 155 | 13 | 0.0% | 0.0% | 43 | +1 | 0.65% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 126 | 10 | 0.0% | 0.0% | 44 | +78 | 162.5% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 115 | 9 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 87 | 7 | 0.0% | 0.0% | 46 | +27 | 45.0% | Q4 2025 | Jan 23, 2026 |
| Tidemark, LLC | History | No change | 94 | 7 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 75 | 6 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 69 | 5 | 0.0% | — | 49 | +69 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 55 | 4 | 0.0% | — | 50 | +55 | New | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | New | 46 | 3 | 0.0% | — | 51 | +46 | New | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.18% | — | -4,846 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -543 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -368 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -249 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Cherry Tree Wealth Management, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 10, 2026 |
| Archer Investment Corp | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |