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 233 institutions that hold shares in the stock, with a total of 6.57 Million shares, which have been reported (via 13F filing form) to have a value of $427 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
5,000
shares
|
$325,050
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
4,964
shares
|
$322,709
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,923
shares
|
$320,044
0.02% of portfolio
|
Q1 2024
Added 299.92%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,872
shares
|
$316,728
0.11% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
4,856
shares
|
$315,688
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
4,834
shares
|
$314,258
0.01% of portfolio
|
Q3 2024
Reduced 20.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
4,815
shares
|
$313,023
0.0% of portfolio
|
Q3 2024
Reduced 31.36%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
4,728
shares
|
$307,367
0.09% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
4,624
shares
|
$300,606
0.12% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
4,533
shares
|
$294,690
0.02% of portfolio
|
Q4 2024
Reduced 13.31%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
4,464
shares
|
$290,204
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,420
shares
|
$287,344
0.17% of portfolio
|
Q2 2024
Reduced 17.78%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
4,200
shares
|
$273,042
0.0% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
4,187
shares
|
$272,196
0.01% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,183
shares
|
$271,936
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
4,164
shares
|
$270,701
0.0% of portfolio
|
Q3 2024
Reduced 72.33%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
4,149
shares
|
$269,726
0.01% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
4,098
shares
|
$266,410
0.1% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
4,047
shares
|
$263,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
3,973
shares
|
$258,284
0.01% of portfolio
|
Q4 2024
Reduced 15.47%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
3,834
shares
|
$249,248
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,770
shares
|
$245,087
0.0% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
3,745
shares
|
$243,462
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
3,652
shares
|
$237,416
0.04% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,515
shares
|
$228,510
0.0% of portfolio
|
Q3 2024
Reduced 81.4%
|