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 5.39 Million shares, which have been reported (via 13F filing form) to have a value of $351 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,200
shares
|
$279,720
0.0% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
4,187
shares
|
$278,854
0.01% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,184
shares
|
$278,654
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
4,098
shares
|
$272,926
0.1% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
3,844
shares
|
$256,010
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
3,816
shares
|
$254,145
0.02% of portfolio
|
Q1 2025
Reduced 39.37%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
3,653
shares
|
$243,289
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
3,576
shares
|
$238,161
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,515
shares
|
$234,098
0.0% of portfolio
|
Q3 2024
Reduced 81.4%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,477
shares
|
$231,568
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,194
shares
|
$212,720
0.04% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
3,147
shares
|
$209,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
3,140
shares
|
$209,123
0.11% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
3,056
shares
|
$203,529
0.02% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
2,829
shares
|
$188,411
0.18% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,667
shares
|
$177,622
0.0% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
2,544
shares
|
$169,430
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,456
shares
|
$163,569
0.02% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,357
shares
|
$156,976
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,329
shares
|
$155,111
0.07% of portfolio
|
Q4 2023
Reduced 3.72%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
2,200
shares
|
$146,520
0.01% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,091
shares
|
$139,260
0.01% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,089
shares
|
$139,127
0.0% of portfolio
|
Q1 2025
Reduced 21.7%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,868
shares
|
$124,408
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,675
shares
|
$111,554
0.02% of portfolio
|
Q4 2023
New holding
|