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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 470,458 | 56,332 | 0.0% | 0.0% | 1 | +428,345 | 1017.13% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 396,601 | 47,489 | 0.1% | 0.01% | 2 | +364,663 | 1141.78% | Q2 2026 | Aug 07, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 218,032 | 26,107 | 1.29% | 1.12% | 3 | +7,608 | 3.62% | Q2 2026 | Jul 24, 2026 |
| Equitable Holdings, Inc. | History | New | 112,530 | 13,474 | 0.08% | — | 4 | +112,530 | New | Q2 2026 | Aug 17, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 109,398 | 13,099 | 1.99% | — | 5 | +109,398 | New | Q2 2026 | Jul 16, 2026 |
| Prospera Financial Services Inc | History | New | 104,530 | 12,516 | 0.18% | — | 6 | +104,530 | New | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 103,636 | 12,409 | 0.14% | 0.0% | 7 | +103,412 | 46166.07% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 101,747 | 12,183 | 0.0% | 0.0% | 8 | +63,575 | 166.55% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 100,526 | 12,036 | 0.0% | 0.0% | 9 | +16,117 | 19.09% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 91,506 | 10,956 | 0.01% | 0.01% | 10 | +43,924 | 92.31% | Q2 2026 | Aug 19, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 91,208 | 10,921 | 0.0% | 0.0% | 11 | +86,278 | 1750.06% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 85,633 | 10,253 | 0.01% | 0.0% | 12 | +83,667 | 4255.7% | Q2 2026 | Aug 14, 2026 |
| Well Done, LLC | History | New | 73,077 | 8,750 | 1.18% | — | 13 | +73,077 | New | Q2 2026 | Jul 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 63,604 | 7,615 | 0.0% | 0.0% | 14 | +35,064 | 122.86% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 52,140 | 6,243 | 0.0% | 0.0% | 15 | +13,527 | 35.03% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 51,877 | 6,212 | 0.01% | 0.01% | 16 | -2,967 | -5.41% | Q2 2026 | Aug 14, 2026 |
| Cadent Capital Advisors, LLC | History | New | 48,313 | 5,784 | 1.19% | — | 17 | +48,313 | New | Q2 2026 | Jul 13, 2026 |
| UBS Group AG | History | Added to | 43,847 | 5,250 | 0.0% | 0.0% | 18 | +27,702 | 171.58% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | New | 40,271 | 4,822 | 0.0% | — | 19 | +40,271 | New | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 38,945 | 4,663 | 0.0% | 0.0% | 20 | +1,469 | 3.92% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 36,904 | 4,418 | 0.0% | 0.0% | 21 | -3,898 | -9.55% | Q2 2026 | Sep 23, 2026 |
| JANE STREET GROUP, LLC | History | New | 31,990 | 3,830 | 0.0% | — | 22 | +31,990 | New | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 29,564 | 3,539 | 0.1% | 0.09% | 23 | +1,845 | 6.66% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 27,204 | 3,257 | 0.0% | 0.0% | 24 | +4,005 | 17.26% | Q2 2026 | Sep 02, 2026 |
| Wallace Hart LLC | History | New | 27,107 | 3,245 | 2.03% | — | 25 | +27,107 | New | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 22,649 | 2,712 | 0.02% | 0.0% | 26 | +17,076 | 306.41% | Q2 2026 | Aug 14, 2026 |
| Tudor Financial Inc. | History | New | 21,929 | 2,625 | 1.18% | — | 27 | +21,929 | New | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | New | 19,581 | 2,344 | 0.02% | — | 28 | +19,581 | New | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | Added to | 19,022 | 2,277 | 0.0% | 0.0% | 29 | +3,776 | 24.77% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | New | 17,592 | 2,106 | 0.03% | — | 30 | +17,592 | New | Q2 2026 | Jul 22, 2026 |
| Virtu Financial LLC | History | New | 16,942 | 2,029 | 0.06% | — | 31 | +16,942 | New | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 16,439 | 1,967 | 0.0% | 0.0% | 32 | +4,170 | 33.99% | Q2 2026 | Aug 14, 2026 |
| Wagner Wealth Management, Corp | History | New | 16,277 | 1,949 | 1.57% | — | 33 | +16,277 | New | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 15,734 | 1,883 | 0.01% | 0.0% | 34 | +7,233 | 85.08% | Q2 2026 | Aug 13, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | New | 12,864 | 1,540 | 0.48% | — | 35 | +12,864 | New | Q2 2026 | Aug 07, 2026 |
| Krilogy Financial LLC | History | Added to | 11,805 | 1,413 | 0.04% | 0.04% | 36 | +530 | 4.7% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | New | 11,234 | 1,345 | 0.01% | — | 37 | +11,234 | New | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 10,559 | 1,264 | 0.03% | — | 38 | +10,559 | New | Q2 2026 | Aug 11, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | New | 9,629 | 1,152 | 0.31% | — | 39 | +9,629 | New | Q2 2026 | Jul 20, 2026 |
| High Point Wealth Management, LLC | History | Added to | 8,910 | 1,066 | 0.87% | 0.3% | 40 | +5,745 | 181.52% | Q2 2026 | Jul 20, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | New | 8,540 | 1,022 | 0.67% | — | 41 | +8,540 | New | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | New | 8,308 | 994 | 0.0% | — | 42 | +8,308 | New | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | New | 7,270 | 870 | 0.0% | — | 43 | +7,270 | New | Q2 2026 | Jul 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 7,123 | 852 | 0.01% | — | 44 | +7,123 | New | Q2 2026 | Sep 08, 2026 |
| Nikulski Financial, Inc. | History | New | 6,836 | 818 | 0.18% | — | 45 | +6,836 | New | Q2 2026 | Jul 28, 2026 |
| Haven Private, LLC | History | Added to | 6,513 | 779 | 0.3% | 0.09% | 46 | +4,343 | 200.14% | Q2 2026 | Jul 28, 2026 |
| KKM Financial LLC | History | New | 5,460 | 653 | 0.09% | — | 47 | +5,460 | New | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,223 | 625 | 0.0% | 0.0% | 48 | -853 | -14.04% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,857 | 582 | 0.0% | 0.0% | 49 | +190 | 4.07% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 4,765 | 570 | 0.01% | — | 50 | +4,765 | New | Q2 2026 | Aug 10, 2026 |
| Belvedere Trading LLC | History | New | 4,507 | 539 | 0.0% | — | 51 | +4,507 | New | Q2 2026 | Jul 31, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 4,127 | 494 | 0.08% | — | 52 | +4,127 | New | Q2 2026 | Jul 23, 2026 |
| Financial Partners Group, Inc | History | New | 3,340 | 399 | 0.04% | — | 53 | +3,340 | New | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 3,284 | 393 | 0.0% | — | 54 | +3,284 | New | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | New | 3,238 | 387 | 0.0% | — | 55 | +3,238 | New | Q2 2026 | Aug 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 3,008 | 360 | 0.0% | 0.0% | 57 | +8 | 0.27% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,009 | 360 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,767 | 324 | 0.0% | 0.0% | 58 | -8 | -0.29% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 2,489 | 298 | 0.0% | — | 59 | +2,489 | New | Q2 2026 | Jul 29, 2026 |
| DecisionMap Wealth Management, LLC | History | New | 2,437 | 291 | 0.16% | — | 60 | +2,437 | New | Q2 2026 | Jul 21, 2026 |
| Regal Investment Advisors LLC | History | New | 2,295 | 274 | 0.01% | — | 61 | +2,295 | New | Q2 2026 | Aug 14, 2026 |
| Manchester Capital Management LLC | History | No change | 2,250 | 269 | 0.04% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,162 | 258 | 0.0% | 0.0% | 63 | +252 | 13.19% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 2,006 | 240 | 0.0% | 0.0% | 64 | +937 | 87.65% | Q2 2026 | Aug 03, 2026 |
| Western Wealth Management, LLC | History | New | 1,948 | 233 | 0.01% | — | 65 | +1,948 | New | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,890 | 226 | 0.01% | — | 66 | +1,890 | New | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | New | 1,846 | 221 | 0.0% | — | 67 | +1,846 | New | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,800 | 215 | 0.0% | 0.01% | 68 | -3,966 | -68.78% | Q2 2026 | Aug 05, 2026 |
| Howard Capital Management Group, LLC | History | New | 1,753 | 209 | 0.01% | — | 69 | +1,753 | New | Q2 2026 | Jul 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,869 | 182 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,242 | 148 | 0.0% | — | 71 | +1,242 | New | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,225 | 146 | 0.0% | — | 72 | +1,225 | New | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,126 | 134 | 0.0% | 0.0% | 73 | +198 | 21.34% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 1,139 | 111 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 700 | 83 | 0.0% | 0.0% | 75 | +160 | 29.63% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 673 | 78 | 0.0% | 0.0% | 76 | +91 | 15.64% | Q2 2026 | Jul 22, 2026 |
| Spire Wealth Management | History | Added to | 640 | 76 | 0.0% | 0.0% | 78 | +250 | 64.1% | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | Added to | 636 | 76 | 0.0% | 0.0% | 77 | +62 | 10.8% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 485 | 58 | 0.02% | — | 79 | +485 | New | Q2 2026 | Aug 13, 2026 |
| Go Invest LLC | History | Reduced | 334 | 40 | 0.01% | 0.01% | 80 | -33 | -8.99% | Q2 2026 | Aug 05, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 475 | 36 | 0.04% | — | 81 | +475 | New | Q2 2026 | Jul 27, 2026 |
| Continuum Advisory, LLC | History | New | 272 | 32 | 0.0% | — | 82 | +272 | New | Q2 2026 | Aug 06, 2026 |
| Estabrook Capital Management | History | Added to | 265 | 31 | 0.0% | 0.0% | 83 | +65 | 32.5% | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | No change | 240 | 28 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Burnham & Co LLC | History | New | 200 | 23 | 0.02% | — | 85 | +200 | New | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 185 | 22 | 0.0% | 0.0% | 86 | +22 | 13.5% | Q2 2026 | Jul 17, 2026 |
| Regatta Research & Money Management | History | New | 178 | 21 | 0.02% | — | 87 | +178 | New | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 168 | 20 | 0.0% | — | 88 | +168 | New | Q2 2026 | Jul 24, 2026 |
| Trask Adam Roland | History | No change | 200 | 19 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | No change | 138 | 17 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITY HOLDING CO | History | New | 125 | 14 | 0.0% | — | 91 | +125 | New | Q2 2026 | Jul 10, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 111 | 13 | 0.01% | — | 94 | +111 | New | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 116 | 13 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 115 | 13 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | New | 80 | 9 | 0.01% | — | 95 | +80 | New | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 46 | 5 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Russell Investments Group, Ltd. | History | New | 29 | 3 | 0.0% | — | 97 | +29 | New | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Archer Investment Corp | History | No change | 8 | 1 | 0.0% | — | 99 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,505 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |