Institutional Ownership Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT). We have compiled data on the 203 institutions that hold shares in the stock, with a total of 4.9 Million shares, which have been reported (via 13F filing form) to have a value of $347 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
11,970
shares
|
$847,954
0.0% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
11,441
shares
|
$810,480
0.0% of portfolio
|
Q2 2025
Reduced 16.02%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,259
shares
|
$797,587
0.0% of portfolio
|
Q3 2025
Reduced 17.15%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
10,224
shares
|
$724,268
0.0% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
9,597
shares
|
$679,851
0.0% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
9,534
shares
|
$675,388
0.08% of portfolio
|
Q3 2025
Reduced 11.47%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,295
shares
|
$658,457
0.07% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,452
shares
|
$598,739
0.0% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,150
shares
|
$577,346
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
7,750
shares
|
$549,010
0.24% of portfolio
|
Q1 2024
Added 299.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
7,712
shares
|
$546,318
0.0% of portfolio
|
Q2 2025
Added 17.22%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
7,286
shares
|
$516,140
0.01% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,273
shares
|
$515,219
0.01% of portfolio
|
Q2 2024
Added 2.34%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
7,160
shares
|
$507,214
0.22% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
7,138
shares
|
$505,655
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
7,042
shares
|
$498,855
0.22% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
6,644
shares
|
$470,660
0.01% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
6,536
shares
|
$463,010
0.0% of portfolio
|
Q2 2025
Reduced 68.27%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
6,362
shares
|
$450,684
0.35% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
6,122
shares
|
$433,682
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
6,000
shares
|
$425,040
0.15% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
5,600
shares
|
$396,704
0.12% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
5,400
shares
|
$382,536
0.03% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,398
shares
|
$382,394
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
5,398
shares
|
$382,394
0.0% of portfolio
|
Q3 2025
New holding
|