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

$64.18
+1.03 (+1.63%)
(As of 05/31/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$160.75M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$8.45M
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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
5/24/2024 Cetera 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%
5/20/2024 Highlander 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%
5/9/2024 Private 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%
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%
4/29/2024 Benjamin F. Edwards & Company Inc.7,107$500K0.0%+286.7%0.053%
4/26/2024 McGuire Investment Group LLC48,768$3.43M0.5%+305.3%0.364%
4/26/2024 LifeSteps Financial Inc.2,660$187K0.1%N/A0.020%
4/25/2024 Q3 Asset Management226,802$15.97M4.5%N/A1.693%
4/25/2024 Capital Investment Advisory Services LLC1,016$72K0.0%+280.5%0.008%
4/24/2024 Spire Wealth Management2,411$170K0.0%+301.2%0.017%
4/23/2024 Nations Financial Group Inc. IA ADV5,212$367K0.0%+300.6%0.037%
4/23/2024 Raymond James Financial Services Advisors Inc.35,395$2.49M0.0%+306.2%0.255%
4/19/2024 Kovack Advisors Inc.8,394$591K0.1%+182.8%0.060%
4/19/2024 Massachusetts Wealth Management14,088$992K0.7%+340.7%0.101%
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4/18/2024 Saxon Interests Inc.7,750$546K0.3%+299.9%0.056%
4/18/2024 Capital Advisors Ltd. LLC40,159$2.83M0.4%+300.0%0.289%
4/18/2024 Miracle Mile Advisors LLC10,026$706K0.0%+16.8%0.072%
4/17/2024 Trilogy Capital Inc.4,372$308K0.0%+175.5%0.031%
4/17/2024 Founders Financial Securities LLC4,705$331K0.0%N/A0.034%
4/16/2024 Toth Financial Advisory Corp18,076$1.27M0.2%+1,434.5%0.130%
4/16/2024 Norwood Financial Corp500$35K0.1%+300.0%0.004%
4/15/2024 Wealthcare Advisory Partners LLC6,276$442K0.0%+450.0%0.045%
4/15/2024 Davis Investment Partners LLC6,000$407K0.2%+300.0%0.043%
4/12/2024 West Coast Financial LLC5,000$352K0.0%+400.0%0.036%
4/12/2024 Carlson Capital Management4,923$347K0.0%+299.9%0.035%
4/11/2024 Clarus Wealth Advisors22,184$1.50M0.9%+293.3%0.160%
4/11/2024 Cadent Capital Advisors LLC111,561$7.85M3.1%+458.7%0.803%
4/10/2024 EWG Elevate Inc.16,851$1.19M0.5%N/A0.121%
4/9/2024 Ferguson Wellman Capital Management Inc.9,460$666K0.0%+265.3%0.208%
4/9/2024 Deane Retirement Strategies Inc.56,126$3.95M2.0%N/A1.234%
3/22/2024 PNC Financial Services Group Inc.1,105$290K0.0%+68.2%0.024%
3/5/2024 Fisher Asset Management LLC244,688$64.21M0.0%-4.2%5.378%
3/4/2024 Vima LLC294$77K0.2%N/A0.006%
3/1/2024 Transcendent Capital Group LLC400$105K0.1%N/A0.009%
3/1/2024 Goldman Sachs Group Inc.214,973$56.42M0.0%-0.7%4.725%
2/15/2024 Blue Door Asset Management LLC4,600$1.21M0.7%N/A0.101%
2/13/2024 Tower Research Capital LLC TRC 7,700$2.02M0.0%-26.3%0.169%
2/12/2024Focus Financial Network Inc. ADV1,675$440K0.0%N/A0.037%
2/12/2024 Steward Partners Investment Advisory LLC4,765$1.25M0.0%-54.1%0.105%
2/9/2024 Advisory Services Network LLC1,882$494K0.0%-58.0%0.041%
2/9/2024 ProVise Management Group LLC786$206K0.0%N/A0.017%
2/9/2024 Nemes Rush Group LLC14,410$3.78M0.6%+4.5%0.317%
2/9/2024 Wells Fargo & Company MN69,868$18.34M0.0%+5.7%1.536%
2/9/2024 UBS Group AG35,116$9.22M0.0%+10.4%0.772%
2/9/2024 PNC Financial Services Group Inc.1,105$290K0.0%+68.2%0.024%
2/8/2024 Beacon Pointe Advisors LLC1,188$312K0.0%-26.8%0.026%
2/8/2024 Janney Montgomery Scott LLC4,494$1.18M0.0%-2.4%0.099%
2/7/2024 Northwest Financial Advisors575$151K0.1%N/A0.013%
2/7/2024 Principal Securities Inc.736$193K0.0%N/A0.016%
2/6/2024 Private Advisor Group LLC2,938$771K0.0%-4.6%0.065%
2/6/2024 Wealthcare Advisory Partners LLC1,141$299K0.0%N/A0.025%
2/6/2024 Benjamin F. Edwards & Company Inc.1,838$482K0.0%-10.6%0.040%
2/6/2024 Fisher Asset Management LLC245,177$64.34M0.0%-4.0%5.389%
2/6/2024 Howe & Rusling Inc.800$210K0.0%-8.0%0.018%
2/5/2024 Blue Chip Partners LLC2,562$672K0.1%N/A0.056%
2/2/2024 Truist Financial Corp4,030$1.06M0.0%+33.9%0.089%
2/2/2024 Kovack Advisors Inc.2,968$779K0.1%-2.6%0.065%
2/2/2024 Florin Court Capital LLP20,200$5.30M5.6%N/A0.444%
2/2/2024 Capital Advisors Ltd. LLC10,040$2.64M0.4%-4.4%0.221%
2/1/2024 Nikulski Financial Inc.4,179$1.10M0.4%+4.7%0.092%
1/31/2024 J.W. Cole Advisors Inc.5,602$1.47M0.1%N/A0.123%
1/29/2024 Ellis Investment Partners LLC793$208K0.0%N/A0.017%
1/26/2024 Indie Asset Partners LLC4,018$1.05M1.0%+3.5%0.088%
1/26/2024 Jmac Enterprises LLC12,492$3.28M0.7%+12.0%0.275%
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1/26/2024 Toth Financial Advisory Corp1,178$309K0.0%+501.0%0.026%
1/25/2024 International Assets Investment Management LLC133,857$35.13M0.1%N/A2.942%
1/25/2024 Massachusetts Wealth Management3,197$839K0.7%+36.2%0.070%
1/24/2024 Highlander Capital Management LLC100$26K0.0%N/A0.002%
1/24/2024 International Assets Investment Management LLC133,857$35.13M0.0%N/A2.942%
1/23/2024 Private Wealth Advisors LLC1,278$335K0.1%-7.6%0.028%
1/23/2024 Washburn Capital Management Inc.2,377$624K0.5%-53.4%0.052%
1/23/2024StrategIQ Financial Group LLC2,329$611K0.1%-3.7%0.051%
1/23/2024 Patten & Patten Inc. TN1,350$354K0.0%-10.0%0.030%
1/22/2024 Pallas Capital Advisors LLC13,702$3.60M0.2%N/A0.301%
(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, 165 institutional investors and hedge funds held shares of iShares U.S. Transportation ETF. The most heavily invested institutionals were Bank of America Corp DE ($173.31M), JPMorgan Chase & Co. ($80.54M), Fisher Asset Management LLC ($64.21M), Goldman Sachs Group Inc. ($56.42M), Modera Wealth Management LLC ($40.35M), BNP Paribas Arbitrage SNC ($39.52M), and International Assets Investment Management LLC ($35.13M).Learn more on IYT's institutional investors.

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

Of the 145 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), JPMorgan Chase & Co. ($268.77K), International Assets Investment Management LLC ($267.71K), Q3 Asset Management ($226.80K), Healthcare of Ontario Pension Plan Trust Fund ($168K), and BNP Paribas Financial Markets ($165.01K).

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

Institutional investors have bought a total of 3,373,948 shares in the last 24 months. This purchase volume represents approximately $213.00M in transactions.

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

Of the 83 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: Meitav Dash Investments Ltd. ($174.82K), LPL Financial LLC ($120.34K), Bank of America Corp DE ($96.84K), Envestnet Asset Management Inc. ($66.64K), Miracle Mile Advisors LLC ($65.11K), Citigroup Inc. ($50.03K), and UBS Group AG ($37.44K).

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

Institutional investors have sold a total of 852,790 shares in the last 24 months. This volume of shares sold represents approximately $48.00M in transactions.


This page (BATS:IYT) was last updated on 6/1/2024 by MarketBeat.com Staff

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