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 $413 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
6,000
shares
|
$440,400
0.17% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
5,964
shares
|
$437,757
0.0% of portfolio
|
Q3 2024
Reduced 99.32%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
5,400
shares
|
$396,360
0.03% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
5,301
shares
|
$389,093
0.07% of portfolio
|
Q3 2024
Added 100.57%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
5,229
shares
|
$383,808
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,076
shares
|
$372,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,030
shares
|
$369,202
0.0% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,016
shares
|
$368,174
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
5,000
shares
|
$367,000
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
4,964
shares
|
$364,357
0.01% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
4,923
shares
|
$361,348
0.02% of portfolio
|
Q1 2024
Added 299.92%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
4,860
shares
|
$356,724
0.12% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
4,856
shares
|
$356,430
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
4,834
shares
|
$354,815
0.01% of portfolio
|
Q3 2024
Reduced 20.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,815
shares
|
$353,421
0.0% of portfolio
|
Q3 2024
Reduced 31.36%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
4,756
shares
|
$349,090
0.1% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
4,726
shares
|
$346,888
0.13% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
4,700
shares
|
$344,980
0.02% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
4,420
shares
|
$324,428
0.17% of portfolio
|
Q2 2024
Reduced 17.78%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,400
shares
|
$322,960
0.0% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,205
shares
|
$308,647
0.0% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
4,198
shares
|
$308,133
0.11% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
4,190
shares
|
$307,546
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,176
shares
|
$306,518
0.0% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,164
shares
|
$305,637
0.0% of portfolio
|
Q3 2024
Reduced 72.33%
|