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iShares U.S. Transportation ETF (IYT) Institutional Ownership

iShares U.S. Transportation ETF logo
$67.57 -1.74 (-2.51%)
(As of 12/18/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares U.S. Transportation ETF (BATS:IYT)

Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$150.07M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$82.37M
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IYT Institutional Buying and Selling by Quarter

iShares U.S. Transportation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Sanctuary Advisors LLC28,220$2.08M0.0%-11.4%0.207%
11/15/2024 Barclays PLC297,319$20.49M0.0%+48.7%2.178%
11/15/2024 Y Intercept Hong Kong Ltd3,015$208K0.0%N/A0.022%
11/15/2024 MML Investors Services LLC3,791$261K0.0%-37.2%0.028%
11/15/2024 National Bank of Canada FI101,829$7.02M0.0%+20,513.2%0.746%
11/15/2024 Stifel Financial Corp9,914$683K0.0%-5.8%0.073%
11/15/2024 HighTower Advisors LLC16,254$1.12M0.0%-2.3%0.119%
11/15/2024 Benjamin Edwards Inc.7,510$517K0.0%N/A0.055%
11/14/2024 Captrust Financial Advisors4,176$288K0.0%-4.0%0.031%
11/13/2024 BNP Paribas Financial Markets166,539$11.48M0.0%+37.2%1.220%
11/13/2024 FMR LLC3,996$275K0.0%-9.4%0.029%
11/13/2024Fisher Asset Management LLC5,964$411K0.0%-99.3%0.044%
11/12/2024 KKM Financial LLC35,191$2.43M1.2%-25.5%0.258%
11/8/2024 Avior Wealth Management LLC1,843$127K0.0%-13.4%0.014%
11/7/2024 Verity & Verity LLC67,620$4.66M0.5%N/A0.495%
11/7/2024 WP Advisors LLC4,860$335K0.1%-4.3%0.036%
11/7/2024 Thrivent Financial for Lutherans43,989$3.03M0.0%+23.7%0.322%
11/6/2024 Florin Court Capital LLP34,500$2.38M1.9%+124.0%0.253%
11/6/2024 Oppenheimer & Co. Inc.4,164$287K0.0%-72.3%0.031%
11/4/2024 Sanctuary Wealth Management L.L.C.595$41K0.0%N/A0.004%
11/4/2024 Tyler Stone Wealth Management5,301$365K0.1%+100.6%0.039%
11/2/2024 Transcendent Capital Group LLC1,782$123K0.1%+11.4%0.013%
10/31/2024 Jmac Enterprises LLC64,568$4.45M0.7%+5.4%0.473%
10/29/2024 Janney Montgomery Scott LLC13,958$962K0.0%-6.3%0.102%
10/29/2024 Indie Asset Partners LLC14,332$988K0.7%-4.7%0.105%
10/28/2024 Focus Financial Network Inc.4,834$333K0.0%-20.2%0.035%
10/28/2024 Nikulski Financial Inc.18,440$1.27M0.4%-10.8%0.135%
10/24/2024 First Financial Bankshares Inc266,979$18.40M0.4%+0.6%1.956%
10/24/2024 Capital Advisors Ltd. LLC15,110$1.04M0.1%-61.8%0.111%
10/24/2024 Bristlecone Advisors LLC1,180$81K0.0%N/A0.009%
10/23/2024 Massachusetts Wealth Management15,233$1.05M0.7%+2.3%0.112%
10/22/2024 Private Advisor Group LLC10,267$708K0.0%-4.0%0.075%
10/21/2024 Toth Financial Advisory Corp26,552$1.83M0.2%+9.1%0.195%
10/21/2024 Trilogy Capital Inc.4,700$324K0.0%+3.4%0.034%
10/11/2024 Creative Planning26,044$1.80M0.0%+3.5%0.191%
10/10/2024 McGuire Investment Group LLC49,014$3.38M0.5%+0.3%0.359%
10/9/2024 Clarus Wealth Advisors23,877$1.61M0.8%+4.9%0.175%
10/8/2024 Brookstone Capital Management3,513$242K0.0%N/A0.026%
10/8/2024 Dynamic Advisor Solutions LLC14,640$1.01M0.0%N/A0.107%
9/5/2024 Sanctuary Advisors LLC31,845$2.10M0.0%N/A0.233%
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8/22/2024 Cetera Investment Advisers24,308$1.59M0.0%-4.6%0.178%
8/21/2024 Truist Financial Corp11,302$739K0.0%+7.5%0.083%
8/16/2024 Northwestern Mutual Wealth Management Co.31,055$2.03M0.0%-3.6%0.228%
8/16/2024 Creative Planning25,166$1.65M0.0%-2.2%0.184%
8/14/2024 Squarepoint Ops LLC19,710$1.29M0.0%N/A0.144%
8/14/2024 Marshall Wace LLP33,478$2.19M0.0%N/A0.245%
8/13/2024 Thrivent Financial for Lutherans35,553$2.33M0.0%+5.5%0.260%
8/13/2024Benjamin F. Edwards & Company Inc.7,273$476K0.0%+2.3%0.053%
8/12/2024 Mercer Global Advisors Inc. ADV4,518$296K0.0%-11.6%0.033%
8/8/2024 J.W. Cole Advisors Inc.24,993$1.64M0.1%+4.6%0.183%
8/8/2024 Envestnet Asset Management Inc.26,266$1.72M0.0%-8.8%0.192%
8/8/2024 Prevail Innovative Wealth Advisors LLC43,084$2.82M1.0%+174.4%0.316%
8/7/2024 Headlands Technologies LLC377$25K0.0%N/A0.003%
8/7/2024 PFG Investments LLC5,030$329K0.0%N/A0.037%
8/5/2024 Private Advisor Group LLC10,690$699K0.0%-13.8%0.078%
8/5/2024 Florin Court Capital LLP15,400$1.01M1.4%-71.7%0.113%
8/1/2024 Massachusetts Wealth Management14,888$974K0.7%+5.7%0.109%
7/31/2024Commonwealth Equity Services LLC114,471$7.49M0.0%-26.7%0.839%
7/31/2024 Canal Capital Management LLC5,371$351K0.1%N/A0.039%
7/30/2024 International Assets Investment Management LLC2,840$186K0.0%N/A0.021%
7/29/2024 Blue Chip Partners LLC3,667$240K0.0%+64.7%0.027%
7/25/2024 Capital Advisors Ltd. LLC39,535$2.59M0.3%-1.6%0.290%
7/24/2024Family Firm Inc.669$44K0.0%N/A0.005%
7/22/2024 Focus Financial Network Inc.6,056$408K0.0%-9.6%0.044%
7/22/2024 Pallas Capital Advisors LLC27,486$1.82M0.1%-48.7%0.201%
7/19/2024Raymond James & Associates33,852$2.22M0.0%-6.8%0.248%
7/16/2024 Ferguson Wellman Capital Management Inc.8,850$579K0.0%-6.4%0.065%
7/11/2024Cadent Capital Advisors LLC4,257$279K0.1%-96.2%0.031%
7/11/2024 Clarus Wealth Advisors22,763$1.46M0.8%+2.6%0.167%
7/9/2024 Mather Group LLC.1,532$108K0.0%+12,666.7%0.011%
5/24/2024Cetera Advisors LLC14,252$1.00M0.0%+414.0%0.104%
5/24/2024 Cetera Investment Advisers25,485$1.79M0.0%+2,418.3%0.187%
5/20/2024Highlander Capital Management LLC400$28K0.0%+300.0%0.003%
5/17/2024 Comerica Bank3,351$236K0.0%+69.5%0.025%
5/15/2024 Transcendent Capital Group LLC1,600$113K0.1%+300.0%0.012%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund268,000$18.87M0.1%+168.0%1.963%
5/11/2024 Patten & Patten Inc. TN5,400$380K0.0%+300.0%0.040%
5/10/2024 Prevail Innovative Wealth Advisors LLC15,703$1.11M0.4%N/A0.117%
5/10/2024 TCTC Holdings LLC2,200$155K0.0%+300.0%0.016%
5/10/2024 Garrison Point Advisors LLC7,820$551K0.4%+300.6%0.058%
5/9/2024 Delos Wealth Advisors LLC416$29K0.0%+264.9%0.003%
5/9/2024 ProVise Management Group LLC3,144$221K0.0%+300.0%0.023%
5/9/2024Private Portfolio Partners LLC8,150$574K0.1%+297.6%0.061%
5/9/2024 WP Advisors LLC5,064$356K0.1%+300.6%0.038%
5/8/2024 Private Wealth Advisors LLC4,930$347K0.1%+285.8%0.037%
5/7/2024 Concurrent Investment Advisors LLC2,878$203K0.0%N/A0.021%
5/7/2024 Montag A & Associates Inc.1,736$122K0.0%+300.0%0.013%
5/7/2024 KCM Investment Advisors LLC3,540$249K0.0%+300.0%0.026%
5/7/2024 Oppenheimer & Co. Inc.5,384$379K0.0%+197.5%0.040%
5/7/2024 Retirement Planning Co of New England Inc.12,920$910K0.5%+290.6%0.096%
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Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."

I put all the details together for you here — but please hurry. 
5/6/2024 Advisory Services Network LLC100,881$7.10M0.2%+5,260.3%0.753%
5/4/2024 Geneos Wealth Management Inc.1,868$132K0.0%+300.0%0.014%
5/3/2024 GSA Capital Partners LLP27,798$1.96M0.2%+368.7%0.207%
5/2/2024 Financial Counselors Inc.4,964$349K0.0%+300.0%0.037%
5/1/2024 Capital Investment Counsel Inc12,544$883K0.2%+296.8%0.094%
5/1/2024 Janney Montgomery Scott LLC17,300$1.22M0.0%+285.0%0.129%
5/1/2024 BNP Paribas Financial Markets165,122$11.63M0.0%+148,658.6%1.232%
4/30/2024 Private Advisor Group LLC12,397$873K0.0%+322.0%0.093%
4/30/2024 J.W. Cole Advisors Inc.23,887$1.67M0.1%+326.4%0.178%
4/29/2024Commonwealth Equity Services LLC156,180$11.00M0.0%+256.9%1.166%
(Data available from 1/1/2016 forward)

IYT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYT shares?

During the previous two years, 167 institutional investors and hedge funds held shares of iShares U.S. Transportation ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($80.54M), Goldman Sachs Group Inc. ($56.42M), Modera Wealth Management LLC ($40.35M), Barclays PLC ($20.49M), Healthcare of Ontario Pension Plan Trust Fund ($18.87M), First Financial Bankshares Inc ($18.40M), and Wells Fargo & Company MN ($18.34M).Learn more on IYT's institutional investors.

Which institutional investors have been buying iShares U.S. Transportation ETF stock?

Of the 142 institutional investors that purchased iShares U.S. Transportation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($450.37K), Modera Wealth Management LLC ($345.17K), International Assets Investment Management LLC ($270.55K), JPMorgan Chase & Co. ($268.77K), Q3 Asset Management ($226.80K), BNP Paribas Financial Markets ($210.14K), and Healthcare of Ontario Pension Plan Trust Fund ($168K).

How much institutional buying is happening at iShares U.S. Transportation ETF?

Institutional investors have bought a total of 3,589,838 shares in the last 24 months. This purchase volume represents approximately $232.78M in transactions.

Which iShares U.S. Transportation ETF major shareholders have been selling company stock?

Of the 80 institutional investors that sold iShares U.S. Transportation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($894.89K), Cadent Capital Advisors LLC ($107.74K), Miracle Mile Advisors LLC ($65.11K), Citigroup Inc. ($50.03K), Commonwealth Equity Services LLC ($44.64K), Florin Court Capital LLP ($39K), and LPL Financial LLC ($32.02K).

How much institutional selling is happening at iShares U.S. Transportation ETF?

Institutional investors have sold a total of 1,440,461 shares in the last 24 months. This volume of shares sold represents approximately $95.52M in transactions.



This page (BATS:IYT) was last updated on 12/19/2024 by MarketBeat.com Staff
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