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

$65.43
+1.14 (+1.77%)
(As of 05/2/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$137.69M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$8.49M
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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
5/2/2024Financial 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%
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%
3/22/2024PNC Financial Services Group Inc.1,105$290K0.0%+68.2%0.024%
3/5/2024Fisher Asset Management LLC244,688$64.21M0.0%-4.2%5.378%
3/4/2024Vima LLC294$77K0.2%N/A0.006%
3/1/2024 Transcendent Capital Group LLC400$105K0.1%N/A0.009%
3/1/2024Goldman Sachs Group Inc.214,973$56.42M0.0%-0.7%4.725%
2/15/2024Blue Door Asset Management LLC4,600$1.21M0.7%N/A0.101%
2/13/2024Tower Research Capital LLC TRC 7,700$2.02M0.0%-26.3%0.169%
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2/12/2024Focus Financial Network Inc. ADV1,675$440K0.0%N/A0.037%
2/12/2024Steward Partners Investment Advisory LLC4,765$1.25M0.0%-54.1%0.105%
2/9/2024Advisory Services Network LLC1,882$494K0.0%-58.0%0.041%
2/9/2024ProVise Management Group LLC786$206K0.0%N/A0.017%
2/9/2024Nemes Rush Group LLC14,410$3.78M0.6%+4.5%0.317%
2/9/2024Wells Fargo & Company MN69,868$18.34M0.0%+5.7%1.536%
2/9/2024UBS Group AG35,116$9.22M0.0%+10.4%0.772%
2/9/2024PNC Financial Services Group Inc.1,105$290K0.0%+68.2%0.024%
2/8/2024Beacon 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%
2/7/2024Northwest Financial Advisors575$151K0.1%N/A0.013%
2/7/2024Principal 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%
2/6/2024Fisher Asset Management LLC245,177$64.34M0.0%-4.0%5.389%
2/6/2024Howe & Rusling Inc.800$210K0.0%-8.0%0.018%
2/5/2024 Blue Chip Partners LLC2,562$672K0.1%N/A0.056%
2/2/2024Truist Financial Corp4,030$1.06M0.0%+33.9%0.089%
2/2/2024 Kovack Advisors Inc.2,968$779K0.1%-2.6%0.065%
2/2/2024Florin 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%
1/26/2024Indie 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%
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%
1/24/2024Highlander Capital Management LLC100$26K0.0%N/A0.002%
1/24/2024 International Assets Investment Management LLC133,857$35.13M0.0%N/A2.942%
1/23/2024Private 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%
1/23/2024Patten & Patten Inc. TN1,350$354K0.0%-10.0%0.030%
1/22/2024 Pallas Capital Advisors LLC13,702$3.60M0.2%N/A0.301%
1/22/2024 Clarus Wealth Advisors5,641$1.46M0.9%N/A0.124%
1/22/2024 Miracle Mile Advisors LLC8,583$2.25M0.1%-46.2%0.189%
1/18/2024 Saxon Interests Inc.1,938$509K0.3%N/A0.043%
1/17/2024 Cadent Capital Advisors LLC19,969$5.24M2.6%-0.4%0.439%
1/16/2024 Raymond James Financial Services Advisors Inc.8,714$2.29M0.0%+11.5%0.192%
1/16/2024 Raymond James & Associates12,882$3.38M0.0%+0.5%0.283%
1/12/2024 McGuire Investment Group LLC12,032$3.16M0.5%+2.5%0.264%
1/12/2024 Apeiron RIA LLC1,168$307K0.1%+6.6%0.026%
1/12/2024 Trilogy Capital Inc.1,587$416K0.0%+42.6%0.035%
1/11/2024 626 Financial LLC1,911$502K0.3%-56.1%0.042%
1/11/2024 Kesler Norman & Wride LLC1,285$337K0.1%-8.1%0.028%
1/9/2024 Sage Capital Advisors llc3,895$1.02M0.3%+8.6%0.086%
12/1/2023B. Riley Wealth Advisors Inc.1,253$294K0.0%-6.9%0.028%
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11/30/2023Modera Wealth Management LLC172,587$40.35M0.6%N/A3.793%
11/24/2023EP Wealth Advisors LLC527$123K0.0%N/A0.012%
11/15/2023GSA Capital Partners LLP15,048$3.52M0.3%+175.7%0.331%
11/14/2023Tower Research Capital LLC TRC 10,449$2.44M0.1%+16,753.2%0.230%
11/14/2023Qube Research & Technologies Ltd8,451$1.98M0.0%N/A0.186%
11/13/2023Retirement Planning Co of New England Inc.3,077$719K0.4%-11.6%0.068%
11/13/2023LPL Financial LLC53,396$12.48M0.0%-3.2%1.174%
11/13/2023Kestra Advisory Services LLC1,743$407K0.0%+4.6%0.038%
11/13/2023 Kesler Norman & Wride LLC1,399$327K0.1%+12.2%0.031%
11/13/2023PNC Financial Services Group Inc.657$154K0.0%+29.6%0.014%
(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, 180 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), Richard Bernstein Advisors LLC ($76.73M), Fisher Asset Management LLC ($64.21M), Goldman Sachs Group Inc. ($56.42M), Modera Wealth Management LLC ($40.35M), and BNP Paribas Arbitrage SNC ($39.52M).Learn more on IYT's institutional investors.

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

Of the 152 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), BNP Paribas Financial Markets ($165.01K), and Commonwealth Equity Services LLC ($133.58K).

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

Institutional investors have bought a total of 3,203,353 shares in the last 24 months. This purchase volume represents approximately $200.35M in transactions.

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

Of the 94 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), Twin Tree Management LP ($73.63K), Envestnet Asset Management Inc. ($66.64K), Miracle Mile Advisors LLC ($65.11K), and Citigroup Inc. ($50.03K).

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

Institutional investors have sold a total of 956,562 shares in the last 24 months. This volume of shares sold represents approximately $55.01M in transactions.


This page (BATS:IYT) was last updated on 5/2/2024 by MarketBeat.com Staff

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