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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,244
shares
|
$229,804
0.02% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
3,203
shares
|
$226,900
0.04% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
3,149
shares
|
$223,075
0.1% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,132
shares
|
$221,870
0.01% of portfolio
|
Q3 2025
Reduced 40.95%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
3,120
shares
|
$221,020
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
3,120
shares
|
$221,020
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
3,116
shares
|
$220,737
0.03% of portfolio
|
Q2 2025
Reduced 14.7%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,006
shares
|
$212,945
0.02% of portfolio
|
Q2 2025
Reduced 59.57%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
2,941
shares
|
$208,340
0.01% of portfolio
|
Q2 2025
Reduced 22.93%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
2,633
shares
|
$186,521
0.01% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,456
shares
|
$173,983
0.02% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,329
shares
|
$164,986
0.07% of portfolio
|
Q4 2023
Reduced 3.72%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
2,200
shares
|
$155,848
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,819
shares
|
$128,857
0.0% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,675
shares
|
$118,657
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,633
shares
|
$115,681
0.06% of portfolio
|
Q3 2022
Reduced 95.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,553
shares
|
$110,014
0.0% of portfolio
|
Q2 2025
Reduced 25.66%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,528
shares
|
$108,243
0.21% of portfolio
|
Q2 2022
Reduced 4.38%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,509
shares
|
$106,897
0.0% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,488
shares
|
$105,409
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,472
shares
|
$104,276
0.0% of portfolio
|
Q2 2025
Reduced 75.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,280
shares
|
$90,675
0.01% of portfolio
|
Q2 2020
Added 452.83%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,244
shares
|
$88,124
0.0% of portfolio
|
Q2 2025
Reduced 40.51%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,120
shares
|
$79,340
0.03% of portfolio
|
Q2 2022
Reduced 0.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,051
shares
|
$74,452
0.0% of portfolio
|
Q2 2025
Reduced 6.74%
|