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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
80
shares
|
$5,667
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
71
shares
|
$5,029
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
68
shares
|
$4,817
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
60
shares
|
$4,250
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
57
shares
|
$4,037
0.0% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
49
shares
|
$3,471
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
40
shares
|
$2,833
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
32
shares
|
$2,266
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
30
shares
|
$2,125
0.0% of portfolio
|
Q2 2025
Reduced 83.15%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
20
shares
|
$1,416
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
18
shares
|
$1,275
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
16
shares
|
$1,133
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
16
shares
|
$1,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
8
shares
|
$566
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|