IYT Institutional Ownership
iShares U.S. Transportation ETF
1W: +1.1%
1M: -3.5%
3M: -8.2%
YTD: +6.5%
1Y: +12.8%
3Y: +42.6%
5Y: +34.6%
$80.20
+1.16 (+1.47%)
Weekly Expected Move ±2.1%
$77
$79
$80
$82
$84
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — IYT
279
Institutional Holders
+66 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
90
New Positions
71
Increased
71
Reduced
17
Closed
2.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (294 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 4,855,186 | $389M | +4,834,678 | +23574.6% | 65Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 2,392,497 | $192M | +1,983,918 | +485.6% | 15Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 2,302,141 | $185M | +2,291,408 | +21349.2% | 34Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 1,732,162 | $139M | +1,615,974 | +1390.8% | 7Q | SEC ↗ |
| 5 | TRUIST FINANCIAL CORP | 1,446,446 | $116M | +1,440,174 | +22962.0% | 24Q | SEC ↗ |
| 6 | WestEnd Advisors, LLC NEW | 1,383,695 | $111M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Janney Montgomery Scott LLC | 1,286,966 | $103M | +1,275,973 | +11607.1% | 49Q | SEC ↗ |
| 8 | MORGAN STANLEY | 826,646 | $66M | -824,096 | -49.9% | 60Q | SEC ↗ |
| 9 | LPL Financial LLC | 589,896 | $47M | +365,977 | +163.4% | 54Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 576,897 | $46M | -190,628 | -24.8% | 15Q | SEC ↗ |
| 11 | Bluespring Wealth Management, LLC NEW | 539,227 | $43M | — | +0.0% | 1Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 523,600 | $42M | +87,191 | +20.0% | 90Q | SEC ↗ |
| 13 | VICTORY CAPITAL MANAGEMENT INC NEW | 492,750 | $40M | — | +0.0% | 1Q | SEC ↗ |
| 14 | BNP PARIBAS FINANCIAL MARKETS | 400,029 | $32M | +49,028 | +14.0% | 30Q | SEC ↗ |
| 15 | First Financial Bankshares Inc | 290,181 | $23M | +2,612 | +0.9% | 11Q | SEC ↗ |
| 16 | UBS Group AG | 227,530 | $18M | +13,384 | +6.2% | 47Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 200,712 | $16M | +123,461 | +159.8% | 67Q | SEC ↗ |
| 18 | Foundations Investment Advisors, LLC NEW | 200,665 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 19 | BARCLAYS PLC | 200,063 | $16M | — | +0.0% | 15Q | SEC ↗ |
| 20 | ASSETMARK, INC | 167,400 | $13M | +166,370 | +16152.4% | 10Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 153,671 | $12M | +125,836 | +452.1% | 15Q | SEC ↗ |
| 22 | Bedell Frazier Investment Counselling, | 145,339 | $12M | +1,430 | +1.0% | 2Q | SEC ↗ |
| 23 | AMERIPRISE FINANCIAL INC | 129,993 | $10M | +10,287 | +8.6% | 16Q | SEC ↗ |
| 24 | Gimbal Financial NEW | 128,232 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Point72 Asset Management, L.P. NEW | 121,700 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Quadrature Capital Ltd NEW | 116,411 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Cetera Investment Advisers | 91,168 | $7M | +67,094 | +278.7% | 23Q | SEC ↗ |
| 28 | J. Goldman & Co LP | 84,022 | $7M | -20,552 | -19.7% | 7Q | SEC ↗ |
| 29 | Concurrent Investment Advisors, LLC | 70,319 | $6M | +67,472 | +2369.9% | 2Q | SEC ↗ |
| 30 | DAVENPORT & Co LLC NEW | 65,789 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC | 60,503 | $5M | -4,400 | -6.8% | 35Q | SEC ↗ |
| 32 | Qube Research & Technologies Ltd NEW | 59,269 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Rokos Capital Management LLP NEW | 59,100 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 34 | OSAIC HOLDINGS, INC. | 58,050 | $5M | +3,134 | +5.7% | 26Q | SEC ↗ |
| 35 | CITIGROUP INC | 53,020 | $4M | -551,717 | -91.2% | 56Q | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 47,792 | $4M | +1,116 | +2.4% | 9Q | SEC ↗ |
| 37 | Sanctuary Advisors, LLC | 45,695 | $4M | +38,183 | +508.3% | 9Q | SEC ↗ |
| 38 | GRIMES & Co WEALTH MANAGEMENT, LLC | 40,710 | $3M | -2,425 | -5.6% | 5Q | SEC ↗ |
| 39 | PNC Financial Services Group, Inc. | 39,901 | $3M | +39,101 | +4887.6% | 15Q | SEC ↗ |
| 40 | McGuire Investment Group, LLC | 39,090 | $3M | +162 | +0.4% | 32Q | SEC ↗ |
| 41 | Migdal Insurance & Financial Holdings | 38,625 | $3M | — | +0.0% | 2Q | SEC ↗ |
| 42 | JONES FINANCIAL COMPANIES LLLP | 37,697 | $3M | +4,890 | +14.9% | 10Q | SEC ↗ |
| 43 | RENAISSANCE TECHNOLOGIES LLC | 33,800 | $3M | +19,000 | +128.4% | 2Q | SEC ↗ |
| 44 | Coastal Bridge Advisors, LLC NEW | 33,075 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,491 | $3M | -8,026 | -19.8% | 35Q | SEC ↗ |
| 46 | TOTH FINANCIAL ADVISORY CORP | 31,994 | $3M | +4,245 | +15.3% | 68Q | SEC ↗ |
| 47 | Merit Financial Group, LLC | 30,741 | $2M | +23,726 | +338.2% | 10Q | SEC ↗ |
| 48 | J.W. COLE ADVISORS, INC. NEW | 30,415 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Clarus Wealth Advisors | 30,095 | $2M | +2,885 | +10.6% | 11Q | SEC ↗ |
| 50 | Thrivent Financial for Lutherans | 28,671 | $2M | +305 | +1.1% | 18Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| WestEnd Advisors, LLC | 1,383,695 | $111M |
| Bluespring Wealth Management, LLC | 539,227 | $43M |
| VICTORY CAPITAL MANAGEMENT INC | 492,750 | $40M |
| Foundations Investment Advisors, LL | 200,665 | $16M |
| Gimbal Financial | 128,232 | $10M |
| Point72 Asset Management, L.P. | 121,700 | $10M |
| Quadrature Capital Ltd | 116,411 | $9M |
| DAVENPORT & Co LLC | 65,789 | $5M |
| Qube Research & Technologies Ltd | 59,269 | $5M |
| Rokos Capital Management LLP | 59,100 | $5M |
| Coastal Bridge Advisors, LLC | 33,075 | $3M |
| J.W. COLE ADVISORS, INC. | 30,415 | $2M |
| Atria Investments, Inc | 25,754 | $2M |
| EXCHANGE TRADED CONCEPTS, LLC | 25,077 | $2M |
| Horizon Investments, LLC | 25,077 | $2M |
| NEW WAVE WEALTH ADVISORS LLC | 24,080 | $2M |
| MANUFACTURERS LIFE INSURANCE COMPAN | 24,035 | $2M |
| Balyasny Asset Management L.P. | 21,800 | $2M |
| XTX Topco Ltd | 16,654 | $1M |
| CARY STREET PARTNERS INVESTMENT ADV | 12,403 | $995K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 111,900 | $9M |
| SG Americas Securities, LLC | 91,833 | $7M |
| CITADEL ADVISORS LLC | 84,870 | $7M |
| Cinctive Capital Management LP | 41,356 | $3M |
| HERBST GROUP, LLC | 38,571 | $3M |
| First Nebraska Trust Co | 25,827 | $2M |
| D. E. Shaw & Co., Inc. | 23,936 | $2M |
| Hudson Bay Capital Management LP | 20,008 | $2M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 18,000 | $1M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 17,572 | $1M |
| Capital Planning Advisors, LLC | 14,887 | $1M |
| Prospera Financial Services Inc | 14,005 | $1M |
| Quantitative Investment Management, | 8,086 | $648K |
| Spruce Point Capital Management, LL | 6,200 | $497K |
| FLOW TRADERS U.S. LLC | 5,243 | $420K |
| ABLE Financial Group, LLC | 3,639 | $292K |
| Western Wealth Management, LLC | 3,526 | $283K |
| Y-Intercept (Hong Kong) Ltd | 3,259 | $261K |
| CPR Investments Inc. | 2,946 | $236K |
| REDSTONE WEALTH MANAGEMENT, LLC | 2,686 | $215K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +4,834,678 | +23574.6% | 4,855,186 |
| ENVESTNET ASSET MANAGEMENT INC | +2,291,408 | +21349.2% | 2,302,141 |
| BANK OF AMERICA CORP /DE | +1,983,918 | +485.6% | 2,392,497 |
| RAYMOND JAMES FINANCIAL INC | +1,615,974 | +1390.8% | 1,732,162 |
| TRUIST FINANCIAL CORP | +1,440,174 | +22962.0% | 1,446,446 |
| Janney Montgomery Scott LLC | +1,275,973 | +11607.1% | 1,286,966 |
| LPL Financial LLC | +365,977 | +163.4% | 589,896 |
| ASSETMARK, INC | +166,370 | +16152.4% | 167,400 |
| STIFEL FINANCIAL CORP | +125,836 | +452.1% | 153,671 |
| ROYAL BANK OF CANADA | +123,461 | +159.8% | 200,712 |
| WELLS FARGO & COMPANY/MN | +87,191 | +20.0% | 523,600 |
| Concurrent Investment Advisors, LLC | +67,472 | +2369.9% | 70,319 |
| Cetera Investment Advisers | +67,094 | +278.7% | 91,168 |
| BNP PARIBAS FINANCIAL MARKETS | +49,028 | +14.0% | 400,029 |
| PNC Financial Services Group, Inc. | +39,101 | +4887.6% | 39,901 |
| Sanctuary Advisors, LLC | +38,183 | +508.3% | 45,695 |
| Merit Financial Group, LLC | +23,726 | +338.2% | 30,741 |
| RENAISSANCE TECHNOLOGIES LLC | +19,000 | +128.4% | 33,800 |
| Florin Court Capital LLP | +13,500 | +129.8% | 23,900 |
| UBS Group AG | +13,384 | +6.2% | 227,530 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MENORA MIVTACHIM HOLDINGS LTD. | -3,183,961 | -99.8% | 7,000 |
| MORGAN STANLEY | -824,096 | -49.9% | 826,646 |
| CITIGROUP INC | -551,717 | -91.2% | 53,020 |
| GOLDMAN SACHS GROUP INC | -190,628 | -24.8% | 576,897 |
| Tower Research Capital LLC (TRC) | -55,313 | -82.6% | 11,675 |
| J. Goldman & Co LP | -20,552 | -19.7% | 84,022 |
| GTS SECURITIES LLC | -11,597 | -70.3% | 4,889 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -8,026 | -19.8% | 32,491 |
| COMMONWEALTH EQUITY SERVICES, LLC | -4,400 | -6.8% | 60,503 |
| CX Institutional | -2,779 | -35.5% | 5,052 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | -2,425 | -5.6% | 40,710 |
| Creative Planning | -2,350 | -10.4% | 20,306 |
| Capital Investment Counsel, Inc | -2,120 | -19.4% | 8,822 |
| WP Advisors, LLC | -2,031 | -44.8% | 2,506 |
| KKM Financial LLC | -1,991 | -17.7% | 9,269 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -1,873 | -97.7% | 44 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -1,067 | -8.0% | 12,245 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | -970 | -17.1% | 4,718 |
| MERCER GLOBAL ADVISORS INC /ADV | -950 | -16.5% | 4,806 |
| KINTRA WEALTH, LLC | -866 | -21.1% | 3,233 |