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 202 institutions that hold shares in the stock, with a total of 5.29 Million shares, which have been reported (via 13F filing form) to have a value of $378 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
6,362
shares
|
$454,692
0.35% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,132
shares
|
$438,254
0.0% of portfolio
|
Q1 2025
Reduced 30.44%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
6,000
shares
|
$428,820
0.15% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,906
shares
|
$422,101
0.0% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 13, 2025 Q1 2025 |
5,600
shares
|
$400,232
0.12% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
5,535
shares
|
$395,586
0.02% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,398
shares
|
$385,795
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
5,330
shares
|
$380,935
0.07% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,124
shares
|
$366,212
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5,104
shares
|
$364,782
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
5,000
shares
|
$357,350
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
4,964
shares
|
$354,777
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,923
shares
|
$351,846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,923
shares
|
$351,846
0.02% of portfolio
|
Q1 2024
Added 299.92%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
4,888
shares
|
$349,345
0.1% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
4,856
shares
|
$347,058
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,832
shares
|
$345,343
0.0% of portfolio
|
Q1 2025
Added 16.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,815
shares
|
$344,128
0.0% of portfolio
|
Q3 2024
Reduced 31.36%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
4,614
shares
|
$329,762
0.11% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
4,607
shares
|
$329,262
0.0% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
4,541
shares
|
$324,545
0.02% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,467
shares
|
$319,256
0.01% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,200
shares
|
$300,174
0.0% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
4,187
shares
|
$299,244
0.01% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,184
shares
|
$299,030
0.0% of portfolio
|
Q1 2025
Added 0.02%
|