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Disclosery

IYT ISHARES TR

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US TRSPRTION (fund)

204 managers (204 13F filers) reported a position in IYT shares at 2024-12-31, 6,525,450 shares in all. 41 filers opened a position and 26 filers sold out during the quarter.

Managers
204
13F filers
204
New
41
Added
46
Reduced
50
Sold out
26
Shares held by filers
6,525,450

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,219,019$82.4M0.01%+85,00613F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC682,327$46.1M0.01%-408,02313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/535,197$36.2M<0.01%+357,55713F-HRTimelineGroup
LPL Financial LLC272,954$18.4M0.01%+96,85013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…268,000$18.1M0.04%013F-HRTimeline
First Financial Bankshares Inc267,293$18.1M0.39%+31413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN240,074$16.2M<0.01%-2,92313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC200,018$13.5M0.01%-97,30113F-HR/ATimelineGroup
Walleye Capital LLCin group Walleye Capital LLC163,934$11.1M0.11%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP140,000$9.46M0.02%+81,50013F-HRTimelineGroup
EHP Funds Inc.129,100$8.72M9%new13F-HRTimeline
UBS Group AGin group UBS Group AG116,531$7.87M<0.01%-23,89313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC98,462$6.65M0.01%-5,49813F-HRTimeline
Strategic Wealth Partners, Ltd.91,130$6.58M0.54%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP88,014$5.95M0.01%new13F-HRTimelineGroup
J. Goldman & Co LP85,611$5.78M0.2%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC80,990$5.47M0.01%+61,90313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…75,646$5.11M0.01%+11,21013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO71,880$4.86M<0.01%+8,27313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71,468$4.83M<0.01%+25,03913F-HRTimelineGroup
JMAC ENTERPRISES LLC68,044$4.6M0.72%+3,47613F-HRTimeline
ALBION FINANCIAL GROUP /UT64,148$4.33M0.3%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,570$3.75M<0.01%13F-HR/ATimelineGroup
Cox Capital Mgt LLC52,760$3.56M2.29%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC51,574$3.48M<0.01%+1,11913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.46,077$3.11M0.11%new13F-HRTimeline
McGuire Investment Group, LLC40,665$2.75M0.4%-8,34913F-HRTimeline
1 NORTH WEALTH SERVICES LLC39,033$2.64M1.12%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP32,819$2.22M0.26%+6,26713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,771$2.21M<0.01%-1,44913F-HR/ATimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC32,703$2.21M0.06%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…30,270$2.04M<0.01%-13,71913F-HRTimelineGroup
Prospera Financial Services Inc28,178$1.9M0.04%new13F-HRTimeline
KKM Financial LLC27,115$1.86M0.78%-8,07613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,735$1.81M<0.01%+2,15513F-HRTimelineGroup
Dynamic Advisor Solutions LLC26,277$1.78M0.08%+11,63713F-HRTimeline
Creative Planningin group Creative Planning26,052$1.76M<0.01%+813F-HRTimelineGroup
First Nebraska Trust Co25,826$1.75M0.17%-35013F-HRTimeline
Cetera Investment Advisers25,386$1.72M<0.01%+96113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,234$1.71M<0.01%+8,68313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,092$1.63M<0.01%-4,01013F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.23,940$1.62M0.17%013F-HRTimeline
Clarus Wealth Advisors23,241$1.6M0.8%-63613F-HRTimeline
J.W. COLE ADVISORS, INC.23,665$1.6M0.06%-1,42913F-HRTimeline
SIG BROKERAGE, LP21,085$1.42M0.67%13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC20,900$1.41M<0.01%+3,05713F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL20,167$1.36M0.01%+15,97713F-HRTimeline
Sanctuary Advisors, LLC18,702$1.32M0.01%-9,51813F-HRTimeline
Florin Court Capital LLP18,800$1.27M1.32%-15,70013F-HRTimeline
Cambridge Investment Research Advisors,…18,752$1.27M<0.01%+4,53213F-HRTimeline
Steward Partners Investment Advisory, L…17,461$1.18M0.01%-1,07413F-HRTimeline
Massachusetts Wealth Management16,058$1.09M0.67%+82513F-HRTimeline
Sage Capital Advisors,llc15,734$1.06M0.28%+3613F-HRTimeline
HighTower Advisors, LLC15,350$1.04M<0.01%-90413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,179$1.03M0.01%+7,66913F-HRTimelineGroup
Fusion Capital, LLC14,701$993K0.4%new13F-HRTimeline
Advisory Services Network, LLC14,686$992K0.02%+2,25013F-HRTimeline
Indie Asset Partners, LLC14,262$964K0.76%-7013F-HRTimeline
Janney Montgomery Scott LLC13,552$916K<0.01%-40613F-HRTimeline
Capital Advisors, Ltd. LLC13,041$881K0.11%-2,06913F-HRTimeline
Capital Investment Counsel, Inc12,544$848K0.13%013F-HRTimeline
Retirement Planning Co of New England, …12,329$833K0.4%+4713F-HRTimeline
NVWM, LLC12,237$827K0.21%new13F-HRTimeline
CW Advisors, LLC11,848$801K0.01%+11113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC11,800$797K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,361$768K<0.01%-7713F-HRTimelineGroup
SIMPLEX TRADING, LLC11,066$747K0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,446$706K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC9,901$669K<0.01%-36613F-HRTimeline
Institute for Wealth Management, LLC.9,657$653K0.08%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,928$603K0.01%-6,34913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,852$598K<0.01%-2,07213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,816$596K0.01%+2,28013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,503$574K<0.01%-1,41113F-HRTimelineGroup
IFG Advisory, LLC8,351$564K0.03%new13F-HRTimeline
Private Portfolio Partners LLC8,150$551K0.1%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC8,030$543K0.01%-82013F-HRTimeline
Commonwealth Retirement Investments LLC7,869$532K0.22%new13F-HRTimeline
Intrepid Financial Planning Group LLC7,842$530K0.22%-26013F-HRTimeline
Canal Capital Management, LLC7,772$525K0.09%new13F-HRTimeline
SAXON INTERESTS, INC.7,750$524K0.23%013F-HRTimeline
GARRISON POINT ADVISORS, LLC7,680$519K0.25%-7013F-HRTimeline
Waverly Advisors, LLC7,641$516K0.01%-56713F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.7,600$514K<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC7,191$486K0.01%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,829$461K<0.01%new13F-HRTimelineGroup
FIRST WILSHIRE SECURITIES MANAGEMENT INC6,800$459K0.12%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,697$453K<0.01%-5,72613F-HRTimelineGroup
Total Wealth Planning & Management, Inc.6,419$434K0.43%13F-HRTimeline
GSA CAPITAL PARTNERS LLP6,294$425K0.03%new13F-HRTimeline
COMERICA BANK6,250$422K<0.01%-67613F-HR/ATimeline
Davis Investment Partners, LLC6,000$413K0.17%013F-HRTimeline
PATTEN & PATTEN INC/TN5,535$374K0.02%+13513F-HRTimeline
Tyler-Stone Wealth Management5,313$359K0.06%+1213F-HRTimeline
Meridian Wealth Management, LLC5,104$345K0.02%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,098$345K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC5,019$339K0.02%+313F-HRTimeline
West Coast Financial LLC5,000$338K0.04%013F-HRTimeline
FINANCIAL COUNSELORS INC4,964$335K<0.01%013F-HRTimeline
Carlson Capital Management4,923$333K0.01%013F-HRTimeline
WP Advisors, LLC4,872$329K0.11%+1213F-HRTimeline
MCDANIEL TERRY & CO4,856$328K0.03%013F-HRTimeline
Focus Financial Network, Inc.4,834$327K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,815$325K<0.01%013F-HRTimelineGroup
Apeiron RIA LLC4,728$319K0.09%-2813F-HRTimeline
Private Wealth Advisors, LLC4,624$312K0.14%-10213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,533$306K0.02%-69613F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,464$302K0.01%new13F-HRTimeline
626 Financial, LLC4,420$299K0.16%013F-HRTimeline
Mutual Advisors, LLC4,149$296K0.01%+33013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,342$293K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC4,200$284K<0.01%-20013F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,187$283K0.01%+64613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,183$283K<0.01%+713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,164$281K<0.01%013F-HRTimelineGroup
FIRST UNITED BANK & TRUST4,098$277K0.1%-10013F-HRTimeline
FMR LLCin group FMR LLC4,094$277K<0.01%+9813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth4,091$276K<0.01%new13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,047$273K<0.01%new13F-HR/ATimeline
Trilogy Capital Inc.3,973$268K0.01%-72713F-HRTimeline
Gateway Wealth Partners, LLC3,834$259K0.07%new13F-HRTimeline
NewEdge Advisors, LLC3,770$255K<0.01%-43513F-HRTimeline
Putney Financial Group LLC3,745$253K0.23%13F-HRTimeline
Quadcap Wealth Management, LLC3,652$247K0.04%013F-HRTimeline
Mariner, LLCin group Mariner, LLC3,515$238K<0.01%013F-HRTimelineGroup
Sovran Advisors, LLC3,350$233K0.03%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,402$230K<0.01%-11113F-HRTimelineGroup
Ellis Investment Partners, LLC3,189$215K0.04%+413F-HRTimeline
MML INVESTORS SERVICES, LLC3,149$213K<0.01%-64213F-HRTimeline
Sage Capital Management, LLC3,130$212K0.11%+713F-HRTimeline
Manatuck Hill Partners, LLC3,100$209K0.09%new13F-HRTimeline
Millennium Capital Advisors, LLC3,100$209K0.14%-60013F-HRTimeline
HOWE & RUSLING INC3,056$206K0.02%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,984$202K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…2,820$191K0.16%13F-HRTimeline
EP Wealth Advisors, LLC2,668$180K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,667$180K<0.01%+4213F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,583$175K0.01%+84713F-HRTimeline
Runnymede Capital Advisors, Inc.2,544$172K0.15%13F-HRTimeline
PRIVATE TRUST CO NA2,538$171K0.02%+8213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,353$159K<0.01%+313F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC2,200$149K0.01%013F-HRTimelineGroup
Allworth Financial LP1,815$130K<0.01%+34313F-HRTimeline
Geneos Wealth Management Inc.1,868$126K<0.01%013F-HRTimeline
Avior Wealth Management, LLC1,845$125K<0.01%+213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,829$124K<0.01%-100,00013F-HRTimelineGroup
Transcendent Capital Group LLC1,600$108K0.06%-18213F-HRTimeline
Global Retirement Partners, LLC1,567$106K<0.01%+1,35913F-HRTimeline
MATHER GROUP, LLC.1,488$101K<0.01%013F-HRTimeline
Abound Wealth Management1,469$99.3K0.03%013F-HRTimeline
Bristlecone Advisors, LLC1,180$79.7K0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,166$78.8K<0.01%-165,37313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/939$63.4K<0.01%-2813F-HRTimelineGroup
Capital Investment Advisory Services, L…924$62.4K0.01%-9213F-HRTimeline
IFP Advisors, Inc900$60.8K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…892$60.3K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC888$60K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vermillion Wealth Management, Inc.856$57.9K0.03%13F-HRTimeline
SIGNATUREFD, LLC800$54.1K<0.01%013F-HRTimeline
ORG Partners LLC800$54.1K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.720$48.6K<0.01%-12813F-HRTimeline
Parallel Advisors, LLC640$43.2K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.600$40.5K<0.01%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.595$40.2K0.03%013F-HRTimeline
MAI Capital Management540$36.5K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\483$32.6K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC476$32.2K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC460$31K<0.01%+21213F-HRTimelineGroup
Graney & King, LLC438$29.6K0.02%13F-HRTimeline
WealthShield Partners, LLC432$29.2K<0.01%-28013F-HRTimeline
McClarren Financial Advisors, Inc.314$21K0.06%new13F-HRTimeline
Pathway Financial Advisers, LLC248$16.8K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.235$15.9K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC217$14.7K<0.01%+113F-HRTimeline
Sandy Spring Bank216$14.6K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC204$13.8K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC192$13K<0.01%013F-HRTimelineGroup
Register Financial Advisors LLC172$11.6K0.01%013F-HRTimeline
North Star Investment Management Corp.160$10.8K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC140$9.46K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC138$9.31K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC120$8.11K<0.01%013F-HRTimeline
AE Wealth Management LLC105$7.12K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV93$6.28K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO84$5.68K<0.01%013F-HRTimelineGroup
Delos Wealth Advisors, LLC84$5.68K<0.01%013F-HRTimeline
Empowered Funds, LLC80$5.41K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC80$5.41K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC80$5.41K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC80$5.41K<0.01%013F-HRTimeline
Orion Capital Management LLC70$4.74K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA68$4.59K<0.01%013F-HRTimeline
Nemes Rush Group LLC67$4.53K<0.01%-113F-HRTimeline
Bogart Wealth, LLC57$3.84K<0.01%013F-HRTimeline
Blue Trust, Inc.44$2.97K<0.01%-2413F-HR/ATimeline
Farther Finance Advisors, LLC40$2.7K<0.01%013F-HRTimeline
Park Square Financial Group, LLC40$2.7K<0.01%13F-HRTimeline
BLAIR WILLIAM & CO/IL32$2.16K<0.01%013F-HRTimeline
Sound Income Strategies, LLC29$1.96K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC20$1.35K<0.01%013F-HRTimeline