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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
216
shares
|
$15,515
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
216
shares
|
$15,515
0.0% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
211
shares
|
$15,156
0.01% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
208
shares
|
$14,940
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
204
shares
|
$14,653
0.0% of portfolio
|
Q3 2024
Added 628.57%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
192
shares
|
$13,791
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
172
shares
|
$12,354
0.01% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
166
shares
|
$11,923
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
160
shares
|
$11,492
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
146
shares
|
$10,487
0.01% of portfolio
|
Q2 2024
Added 35.19%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
143
shares
|
$10,271
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
140
shares
|
$10,056
0.0% of portfolio
|
Q2 2024
Reduced 87.61%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
138
shares
|
$9,912
0.0% of portfolio
|
Q2 2024
Reduced 59.53%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
131
shares
|
$9,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
120
shares
|
$8,619
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
100
shares
|
$7,183
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
96
shares
|
$6,895
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
93
shares
|
$6,680
0.0% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
88
shares
|
$6,321
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
84
shares
|
$6,033
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
84
shares
|
$6,033
0.0% of portfolio
|
Q3 2024
Reduced 79.81%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
80
shares
|
$5,746
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
80
shares
|
$5,746
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
80
shares
|
$5,746
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
80
shares
|
$5,746
0.0% of portfolio
|
Q1 2024
Added 300.0%
|