ISHARES US TRANSPORTATION ET (IYT) Institutional Shareholders
ISHARES US TRANSPORTATION ET (IYT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.22B in IYT holdings during the latest filing period.
Menora Mivtachim Holdings Ltd. is currently the largest disclosed institutional shareholder of IYT tracked by InsiderSet, reporting ownership valued at approximately $238.05M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $274.04M, representing an estimated gain of +15.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed IYT value among the investors covered in this analysis. Major shareholders include Menora Mivtachim Holdings Ltd., Envestnet Asset Management Inc, Truist Financial Corp, and several other long-term asset managers with concentrated positions in ISHARES US TRANSPORTATION ET (IYT).
This page ranks the largest institutional IYT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
219
Total Reported Value
$1.22B
Largest Holder
Menora Mivtachim Holdings Ltd.
Largest Position
$238.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Menora Mivtachim Holdings Ltd. | 1.13% | 3,190,961 | $238,045,691 | $274,039,731 | +$35,994,040 | +15.12% | |
| Envestnet Asset Management Inc | 0.05% | 2,302,141 | $199,710,718 | $197,707,869 | -$2,002,849 | -1.00% | |
| Truist Financial Corp | 0.15% | 1,446,446 | $125,479,210 | $124,220,782 | -$1,258,428 | -1.00% | |
| Morgan Stanley | 0.01% | 1,650,742 | $123,145,435 | $141,765,723 | +$18,620,288 | +15.12% | |
| Westend Advisors, Llc | 2.68% | 1,383,695 | $120,038,776 | $118,831,727 | -$1,207,049 | -1.01% | |
| Goldman Sachs Group Inc | 0.01% | 767,525 | $57,257,365 | $65,915,047 | +$8,657,682 | +15.12% | |
| Wells Fargo & Company/Mn | 0.01% | 436,409 | $32,556,072 | $37,478,805 | +$4,922,733 | +15.12% | |
| Bank Of America Corp | 0.00% | 408,579 | $30,480,019 | $35,088,765 | +$4,608,746 | +15.12% | |
| Bnp Paribas Financial Markets | 0.02% | 351,001 | $26,184,675 | $30,143,966 | +$3,959,291 | +15.12% | |
| First Financial Bankshares Inc | 0.43% | 287,569 | $21,452,647 | $24,696,426 | +$3,243,779 | +15.12% | |
| Lpl Financial Llc | 0.00% | 223,919 | $16,704,382 | $19,230,164 | +$2,525,782 | +15.12% | |
| Ubs Group Ag | 0.00% | 214,146 | $15,975,292 | $18,390,858 | +$2,415,566 | +15.12% | |
| Barclays Plc | 0.01% | 200,063 | $14,924,700 | $17,181,410 | +$2,256,710 | +15.12% | |
| Assetmark, Inc | 0.02% | 167,400 | $14,521,967 | $14,376,312 | -$145,655 | -1.00% | |
| Bedell Frazier Investment Counselling, Llc | 2.19% | 145,339 | $10,842,290 | $12,481,713 | +$1,639,423 | +15.12% | |
| Ameriprise Financial Inc | 0.00% | 119,706 | $8,929,614 | $10,280,351 | +$1,350,737 | +15.13% | |
| Raymond James Financial Inc | 0.00% | 116,188 | $8,667,660 | $9,978,225 | +$1,310,565 | +15.12% | |
| J. Goldman & Co Lp | 0.36% | 104,574 | $7,801,220 | $8,980,815 | +$1,179,595 | +15.12% | |
| Citadel Advisors Llc | 0.00% | 84,870 | $6,331,302 | $7,288,636 | +$957,334 | +15.12% | |
| Concurrent Investment Advisors, Llc | 0.05% | 70,319 | $6,100,184 | $6,038,996 | -$61,188 | -1.00% | |
| Royal Bank Of Canada | 0.00% | 77,135 | $5,755,000 | $6,624,354 | +$869,354 | +15.11% | |
| Davenport & Co Llc | 0.03% | 65,789 | $5,707,211 | $5,649,959 | -$57,252 | -1.00% | |
| Commonwealth Equity Services, Llc | 0.01% | 60,503 | $5,248,647 | $5,195,998 | -$52,649 | -1.00% | |
| Tower Research Capital Llc (Trc) | 0.13% | 66,988 | $4,997,305 | $5,752,929 | +$755,624 | +15.12% | |
| Citigroup Inc | 0.00% | 53,020 | $4,599,492 | $4,553,358 | -$46,134 | -1.00% | |
| Osaic Holdings, Inc. | 0.01% | 54,916 | $4,096,787 | $4,716,186 | +$619,399 | +15.12% | |
| Grimes & Co Wealth Management, Llc | 0.08% | 40,710 | $3,531,594 | $3,496,175 | -$35,419 | -1.00% | |
| Baird Financial Group, Inc. | 0.01% | 46,676 | $3,482,030 | $4,008,535 | +$526,505 | +15.12% | |
| Mcguire Investment Group, Llc | 0.30% | 39,090 | $3,391,058 | $3,357,049 | -$34,009 | -1.00% | |
| Norris Financial Group, Llc | 0.60% | 14,921 | $3,290,677 | $1,281,415 | -$2,009,262 | -61.06% | |
| Susquehanna International Group, Llp | 0.00% | 40,517 | $3,022,568 | $3,479,600 | +$457,032 | +15.12% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | 38,625 | $2,881,425 | $3,317,115 | +$435,690 | +15.12% | |
| Toth Financial Advisory Corp | 0.27% | 31,994 | $2,775,488 | $2,747,645 | -$27,843 | -1.00% | |
| Merit Financial Group, Llc | 0.02% | 30,741 | $2,666,771 | $2,640,037 | -$26,734 | -1.00% | |
| J.W. Cole Advisors, Inc. | 0.05% | 30,415 | $2,638,460 | $2,612,040 | -$26,420 | -1.00% | |
| Clarus Wealth Advisors | 1.00% | 30,095 | $2,605,926 | $2,584,559 | -$21,367 | -0.82% | |
| Jones Financial Companies Lllp | 0.00% | 32,807 | $2,378,215 | $2,817,465 | +$439,250 | +18.47% | |
| Atria Investments, Inc | 0.02% | 25,754 | $2,234,197 | $2,211,754 | -$22,443 | -1.00% | |
| Exchange Traded Concepts, Llc | 0.01% | 25,077 | $2,175,430 | $2,153,613 | -$21,817 | -1.00% | |
| New Wave Wealth Advisors Llc | 0.57% | 24,080 | $2,088,940 | $2,067,990 | -$20,950 | -1.00% | |
| Stifel Financial Corp | 0.00% | 27,835 | $2,076,521 | $2,390,470 | +$313,949 | +15.12% | |
| Florin Court Capital Llp | 3.39% | 23,900 | $2,073,325 | $2,052,532 | -$20,793 | -1.00% | |
| Cetera Investment Advisers | 0.00% | 24,074 | $1,795,885 | $2,067,475 | +$271,590 | +15.12% | |
| Creative Planning | 0.00% | 22,656 | $1,690,174 | $1,945,697 | +$255,523 | +15.12% | |
| Indie Asset Partners, Llc | 1.81% | 21,292 | $1,588,383 | $1,828,557 | +$240,174 | +15.12% | |
| Naples Global Advisors, Llc | 0.10% | 18,295 | $1,587,092 | $1,571,175 | -$15,917 | -1.00% | |
| Sig Brokerage, Lp | 0.44% | 21,085 | $1,572,941 | $1,810,780 | +$237,839 | +15.12% | |
| Kestra Advisory Services, Llc | 0.01% | 18,100 | $1,570,137 | $1,554,428 | -$15,709 | -1.00% | |
| Hudson Bay Capital Management Lp | 0.01% | 20,008 | $1,492,597 | $1,718,287 | +$225,690 | +15.12% | |
| Sage Capital Advisors,Llc | 0.29% | 15,973 | $1,385,670 | $1,371,761 | -$13,909 | -1.00% |
Frequently asked questions about IYT
Who owns the most IYT stock?
The largest holders of IYT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES US TRANSPORTATION ET (IYT).
Is IYT widely held by superinvestors?
Many widely followed stocks like IYT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IYT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.