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IYT iShares U.S. Transportation ETF
Permanent fund page ↗Industry · ETF
The analyst view of IYT's 45 holdings, rolled up into one implied target. How it works
Price
80.96 USD−1.05 (−1.28%) todayPrice as of 6 Nov 16:00 ETAnalyst window: Latest analyst report within last 1 year
Implied target from the holdings' analyst targets
+23.4%
implied upside · target 99.94 USD
as of 7 Nov 03:22 ET
Coverage86.6%31 of 45 holdings
Avg report date19 Aug 20268 Dec 2025 – 5 Nov 2026
Bear case
−14.5%
target 69.21 USD
Every covered holding at its lowest analyst target
Base case
+23.4%
target 99.94 USD
Weight-averaged average analyst targets
Bull case
+55.0%
target 125.52 USD
Every covered holding at its highest analyst target
Bull–bear spread 69.6 pts · 31 covered holdings
Last 1 year. 31 of 45 holdings have a target and a price; the table lists 99.96% of the fund. Low–high is each holding's lowest and highest target: its bear and bull case.
Prices as of 7 Nov 03:21 ET (live while streaming) · targets as of 6 Nov 19:06 ET. Same inputs as the fund estimate calculated 7 Nov 03:22 ET. Upside here compares each target with the holding's current price.
| Holding | Weight | Price | Avg target | Upside | Low – high | Report date | Buy / Hold / Sell | Status |
|---|---|---|---|---|---|---|---|---|
| UNPUnion Pacific | 17.44% | 290.16 | 333.14 | +14.8% | 245.00 – 375.00 | 18 Aug 2026 | 19 / 5 / 0 | Covered |
| UBERUber Technologies | 15.10% | 68.59 | 103.13 | +50.4% | 72.00 – 150.00 | 18 Jul 2026 | 42 / 8 / 1 | Covered |
| CSXCsx | 9.30% | 49.12 | 53.23 | +8.4% | 32.00 – 60.00 | 19 Aug 2026 | 16 / 6 / 1 | Covered |
| DALDelta Air Lines | 4.95% | 87.20 | 100.86 | +15.7% | 73.00 – 125.00 | 7 Sep 2026 | 22 / 0 / 1 | Covered |
| UALUnited Airlines Holdings | 4.84% | 112.74 | 148.00 | +31.3% | 95.00 – 203.00 | 20 Sep 2026 | 22 / 1 / 1 | Covered |
| NSCNorfolk Southern Corp | 4.46% | 319.94 | 359.81 | +12.5% | 297.00 – 400.00 | 19 Aug 2026 | 6 / 15 / 0 | Covered |
| ODFLOld Dominion Freight Line | 4.46% | 164.92 | 218.75 | +32.6% | 182.00 – 260.00 | 16 Sep 2026 | 10 / 12 / 1 | Covered |
| UPSUnited Parcel Service Inc Class B | 4.40% | 108.30 | 117.63 | +8.6% | 76.00 – 135.00 | 11 Aug 2026 | 15 / 10 / 3 | Covered |
| FDXFedex Corp | 4.30% | 308.14 | 356.46 | +15.7% | 219.00 – 455.00 | 3 Aug 2026 | 17 / 9 / 1 | Covered |
| EXPDExpeditors International of Washin | 3.40% | 184.61 | 183.60 | −0.5% | 95.00 – 222.00 | 13 Aug 2026 | 3 / 10 / 4 | Covered |
| XPOXpo | 2.92% | — | — | — | — | — | — | Outside research universe |
| LUVSouthwest Airlines | 2.88% | 44.45 | 49.18 | +10.6% | 33.00 – 65.00 | 2 Sep 2026 | 11 / 8 / 4 | Covered |
| CHRWCh Robinson Worldwide | 2.45% | 125.33 | 178.93 | +42.8% | 90.00 – 235.00 | 3 Sep 2026 | 17 / 6 / 1 | Covered |
| JBHTJb Hunt Transport Services | 2.35% | 217.55 | 279.88 | +28.7% | 195.00 – 328.00 | 8 Sep 2026 | 12 / 8 / 2 | Covered |
| FDXFFedex Freight Holding Company Inc | 1.85% | 123.56 | 142.56 | +15.4% | 115.00 – 190.00 | 15 Sep 2026 | 9 / 3 / 0 | Covered |
| KNXKnight-Swift Transportation Holdin | 1.47% | — | — | — | — | — | — | Outside research universe |
| SAIASaia Inc | 1.26% | — | — | — | — | — | — | Outside research universe |
| AALAmerican Airlines Group | 1.25% | — | — | — | — | — | — | Outside research universe |
| RRyder System | 1.24% | — | — | — | — | — | — | Outside research universe |
| KEXKirby Corp | 0.98% | — | — | — | — | — | — | Outside research universe |
| MATXMatson Inc | 0.93% | 211.93 | 276.75 | +30.6% | 260.00 – 310.00 | 6 Oct 2026 | 4 / 1 / 0 | Covered |
| LSTRLandstar System | 0.81% | — | — | — | — | — | — | Outside research universe |
| LYFTLyft Class A | 0.80% | — | — | — | — | — | — | Outside research universe |
| UHALU Haul Non Voting Series N | 0.75% | — | — | — | — | — | — | Outside research universe |
| GXOGxo Logistics | 0.72% | — | — | — | — | — | — | Outside research universe |
| ALKAlaska Air Group Inc | 0.61% | — | — | — | — | — | — | Outside research universe |
| JOBYJoby Aviation Class A | 0.53% | 5.93 | 11.38 | +91.8% | 4.00 – 18.00 | 15 Jul 2026 | 2 / 5 / 3 | Covered |
| SKYWSkywest | 0.53% | 79.38 | 110.20 | +38.8% | 100.00 – 125.00 | 20 Oct 2026 | 3 / 3 / 1 | Covered |
| RXORxo Inc | 0.48% | 27.60 | 25.96 | −5.9% | 15.00 – 30.25 | 16 Aug 2026 | 4 / 15 / 0 | Covered |
| ARCBArcbest | 0.40% | 127.91 | 162.21 | +26.8% | 135.00 – 185.00 | 12 Aug 2026 | 6 / 8 / 0 | Covered |
| WERNWerner Enterprises | 0.29% | 26.95 | 36.50 | +35.4% | 31.00 – 52.00 | 12 Oct 2026 | 4 / 10 / 3 | Covered |
| ALGTAllegiant Travel | 0.27% | 91.97 | 121.69 | +32.3% | 85.00 – 160.00 | 28 Jul 2026 | 11 / 4 / 0 | Covered |
| CARAvis Budget Group Inc | 0.26% | — | — | — | — | — | — | Outside research universe |
| HUBGHub Group Class A | 0.25% | 24.22 | 40.67 | +67.9% | 28.00 – 55.00 | 10 Jul 2026 | 7 / 6 / 1 | Covered |
| SNDRSchneider National Class B | 0.22% | — | — | — | — | — | — | Outside research universe |
| JBLUJetblue Airways | 0.19% | 3.67 | 4.59 | +25.0% | 3.00 – 7.00 | 3 Aug 2026 | 1 / 11 / 4 | Covered |
| GNKGenco Shipping and Trading | 0.12% | 26.00 | 28.60 | +10.0% | 24.00 – 32.00 | 15 May 2026 | 5 / 2 / 1 | Covered |
| MRTNMarten Transport | 0.11% | 11.74 | 15.75 | +34.2% | 12.50 – 19.00 | 13 Jul 2026 | 1 / 3 / 1 | Covered |
| CVLGCovenant Logistics Group Inc Class | 0.07% | 31.55 | 53.20 | +68.6% | 42.00 – 60.00 | 11 Aug 2026 | 5 / 2 / 0 | Covered |
| HTLDHeartland Express Inc | 0.07% | 10.09 | 11.80 | +16.9% | 10.00 – 13.00 | 14 Sep 2026 | 0 / 5 / 2 | Covered |
| ULCCFrontier Group Holdings | 0.07% | 7.43 | 6.36 | −14.4% | 4.00 – 9.00 | 13 Jun 2026 | 0 / 9 / 2 | Covered |
| FWRDForward Air Corp | 0.06% | 16.64 | 25.33 | +52.2% | 24.00 – 27.00 | 13 Oct 2026 | 4 / 3 / 0 | Covered |
| FIPFtai Infrastructure | 0.04% | 3.47 | 9.95 | +186.7% | 8.75 – 12.00 | 26 Aug 2026 | 3 / 0 / 0 | Covered |
| HTZHertz Global Hldgs Inc | 0.04% | 1.64 | 2.86 | +74.2% | 1.00 – 5.00 | 20 Jul 2026 | 0 / 7 / 2 | Covered |
| USDUsd Cash | 0.04% | 53.83 | — | — | — | — | — | No current target |
- UNPUnion Pacific17.44%Price 290.16 · target 333.14 +14.8%19 / 5 / 0Low–high 245.00 – 375.00Covered
- UBERUber Technologies15.10%Price 68.59 · target 103.13 +50.4%42 / 8 / 1Low–high 72.00 – 150.00Covered
- CSXCsx9.30%Price 49.12 · target 53.23 +8.4%16 / 6 / 1Low–high 32.00 – 60.00Covered
- DALDelta Air Lines4.95%Price 87.20 · target 100.86 +15.7%22 / 0 / 1Low–high 73.00 – 125.00Covered
- UALUnited Airlines Holdings4.84%Price 112.74 · target 148.00 +31.3%22 / 1 / 1Low–high 95.00 – 203.00Covered
- NSCNorfolk Southern Corp4.46%Price 319.94 · target 359.81 +12.5%6 / 15 / 0Low–high 297.00 – 400.00Covered
- ODFLOld Dominion Freight Line4.46%Price 164.92 · target 218.75 +32.6%10 / 12 / 1Low–high 182.00 – 260.00Covered
- UPSUnited Parcel Service Inc Class B4.40%Price 108.30 · target 117.63 +8.6%15 / 10 / 3Low–high 76.00 – 135.00Covered
- FDXFedex Corp4.30%Price 308.14 · target 356.46 +15.7%17 / 9 / 1Low–high 219.00 – 455.00Covered
- EXPDExpeditors International of Washin3.40%Price 184.61 · target 183.60 −0.5%3 / 10 / 4Low–high 95.00 – 222.00Covered
- XPOXpo2.92%Price — · target ——Low–high —Outside research universe
- LUVSouthwest Airlines2.88%Price 44.45 · target 49.18 +10.6%11 / 8 / 4Low–high 33.00 – 65.00Covered
- CHRWCh Robinson Worldwide2.45%Price 125.33 · target 178.93 +42.8%17 / 6 / 1Low–high 90.00 – 235.00Covered
- JBHTJb Hunt Transport Services2.35%Price 217.55 · target 279.88 +28.7%12 / 8 / 2Low–high 195.00 – 328.00Covered
- FDXFFedex Freight Holding Company Inc1.85%Price 123.56 · target 142.56 +15.4%9 / 3 / 0Low–high 115.00 – 190.00Covered
- KNXKnight-Swift Transportation Holdin1.47%Price — · target ——Low–high —Outside research universe
- SAIASaia Inc1.26%Price — · target ——Low–high —Outside research universe
- AALAmerican Airlines Group1.25%Price — · target ——Low–high —Outside research universe
- RRyder System1.24%Price — · target ——Low–high —Outside research universe
- KEXKirby Corp0.98%Price — · target ——Low–high —Outside research universe
- MATXMatson Inc0.93%Price 211.93 · target 276.75 +30.6%4 / 1 / 0Low–high 260.00 – 310.00Covered
- LSTRLandstar System0.81%Price — · target ——Low–high —Outside research universe
- LYFTLyft Class A0.80%Price — · target ——Low–high —Outside research universe
- UHALU Haul Non Voting Series N0.75%Price — · target ——Low–high —Outside research universe
- GXOGxo Logistics0.72%Price — · target ——Low–high —Outside research universe
- ALKAlaska Air Group Inc0.61%Price — · target ——Low–high —Outside research universe
- JOBYJoby Aviation Class A0.53%Price 5.93 · target 11.38 +91.8%2 / 5 / 3Low–high 4.00 – 18.00Covered
- SKYWSkywest0.53%Price 79.38 · target 110.20 +38.8%3 / 3 / 1Low–high 100.00 – 125.00Covered
- RXORxo Inc0.48%Price 27.60 · target 25.96 −5.9%4 / 15 / 0Low–high 15.00 – 30.25Covered
- ARCBArcbest0.40%Price 127.91 · target 162.21 +26.8%6 / 8 / 0Low–high 135.00 – 185.00Covered
- WERNWerner Enterprises0.29%Price 26.95 · target 36.50 +35.4%4 / 10 / 3Low–high 31.00 – 52.00Covered
- ALGTAllegiant Travel0.27%Price 91.97 · target 121.69 +32.3%11 / 4 / 0Low–high 85.00 – 160.00Covered
- CARAvis Budget Group Inc0.26%Price — · target ——Low–high —Outside research universe
- HUBGHub Group Class A0.25%Price 24.22 · target 40.67 +67.9%7 / 6 / 1Low–high 28.00 – 55.00Covered
- SNDRSchneider National Class B0.22%Price — · target ——Low–high —Outside research universe
- JBLUJetblue Airways0.19%Price 3.67 · target 4.59 +25.0%1 / 11 / 4Low–high 3.00 – 7.00Covered
- GNKGenco Shipping and Trading0.12%Price 26.00 · target 28.60 +10.0%5 / 2 / 1Low–high 24.00 – 32.00Covered
- MRTNMarten Transport0.11%Price 11.74 · target 15.75 +34.2%1 / 3 / 1Low–high 12.50 – 19.00Covered
- CVLGCovenant Logistics Group Inc Class0.07%Price 31.55 · target 53.20 +68.6%5 / 2 / 0Low–high 42.00 – 60.00Covered
- HTLDHeartland Express Inc0.07%Price 10.09 · target 11.80 +16.9%0 / 5 / 2Low–high 10.00 – 13.00Covered
- ULCCFrontier Group Holdings0.07%Price 7.43 · target 6.36 −14.4%0 / 9 / 2Low–high 4.00 – 9.00Covered
- FWRDForward Air Corp0.06%Price 16.64 · target 25.33 +52.2%4 / 3 / 0Low–high 24.00 – 27.00Covered
- FIPFtai Infrastructure0.04%Price 3.47 · target 9.95 +186.7%3 / 0 / 0Low–high 8.75 – 12.00Covered
- HTZHertz Global Hldgs Inc0.04%Price 1.64 · target 2.86 +74.2%0 / 7 / 2Low–high 1.00 – 5.00Covered
- USDUsd Cash0.04%Price 53.83 · target ——Low–high —No current target
Holdings fetched 06 Nov 2026 · refreshed weekly · weights as published for the fund. Prices delayed about 15 minutes outside the live stream. A summary of analyst opinion, not investment advice.