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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,343
shares
|
$378,498
0.06% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
5,211
shares
|
$369,147
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
5,188
shares
|
$367,517
0.0% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,124
shares
|
$362,984
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,104
shares
|
$361,567
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,057
shares
|
$358,237
0.0% of portfolio
|
Q2 2025
Added 41.41%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,964
shares
|
$351,649
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
4,942
shares
|
$350,091
0.01% of portfolio
|
Q3 2025
Reduced 27.09%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,923
shares
|
$348,745
0.02% of portfolio
|
Q1 2024
Added 299.92%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,916
shares
|
$348,249
0.09% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Mcdaniel Terry & CO
|
Oct 22, 2025 Q3 2025 |
4,856
shares
|
$343,999
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
4,815
shares
|
$341,094
0.0% of portfolio
|
Q3 2024
Reduced 31.36%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
4,780
shares
|
$338,615
0.0% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,467
shares
|
$316,442
0.01% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,152
shares
|
$294,127
0.0% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
4,145
shares
|
$293,631
0.01% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
4,068
shares
|
$288,177
0.0% of portfolio
|
Q3 2025
Reduced 11.7%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,000
shares
|
$283,360
0.0% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,885
shares
|
$275,213
0.0% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
3,853
shares
|
$272,946
0.1% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
3,818
shares
|
$270,467
0.09% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,715
shares
|
$263,170
0.0% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
3,621
shares
|
$256,511
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
3,508
shares
|
$248,506
0.06% of portfolio
|
Q1 2025
Reduced 25.8%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
3,262
shares
|
$231,080
0.01% of portfolio
|
Q2 2025
New holding
|