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 207 institutions that hold shares in the stock, with a total of 5.62 Million shares, which have been reported (via 13F filing form) to have a value of $404 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
12,436
shares
|
$893,277
0.02% of portfolio
|
Q2 2024
Reduced 87.67%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
12,423
shares
|
$892,344
0.0% of portfolio
|
Q3 2024
Reduced 76.99%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
12,282
shares
|
$882,216
0.43% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
11,737
shares
|
$843,068
0.01% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
11,438
shares
|
$821,591
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,924
shares
|
$784,670
0.0% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,267
shares
|
$737,478
0.0% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
9,914
shares
|
$712,122
0.0% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
9,657
shares
|
$693,662
0.09% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
9,135
shares
|
$656,167
0.01% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
8,900
shares
|
$639,287
0.29% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
8,850
shares
|
$635,695
0.01% of portfolio
|
Q2 2024
Reduced 6.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
8,208
shares
|
$589,580
0.01% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
8,150
shares
|
$585,414
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
8,102
shares
|
$581,966
0.24% of portfolio
|
Q1 2024
Added 299.9%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
7,750
shares
|
$556,682
0.33% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
7,750
shares
|
$556,682
0.25% of portfolio
|
Q1 2024
Added 299.9%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
7,600
shares
|
$545,908
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
7,510
shares
|
$539,443
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,456
shares
|
$535,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,273
shares
|
$522,419
0.01% of portfolio
|
Q2 2024
Added 2.34%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
7,191
shares
|
$516,529
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,926
shares
|
$497,494
0.0% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
6,800
shares
|
$488,444
0.13% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,536
shares
|
$469,480
0.0% of portfolio
|
Q3 2024
Reduced 13.72%
|