Purchases and Sales Made in Q4 2025 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
144KNew |
$8.64M - $9.28M
|
144K
$9.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
110KNew |
$6.57M - $7.06M
|
110K
$7.02M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53.7K+ 1291.05% |
$3.21M - $3.45M
|
57.8K
$3.69M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
44.4KNew |
$2.66M - $2.85M
|
44.4K
$2.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
39.1KNew |
$2.34M - $2.51M
|
39.1K
$2.5M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
24.8KNew |
$1.48M - $1.59M
|
24.8K
$1.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
20KNew |
$1.19M - $1.28M
|
20K
$1.27M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
19.1KNew |
$1.14M - $1.23M
|
19.1K
$1.22M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
16.2KNew |
$968K - $1.04M
|
16.2K
$1.03M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 9.7% |
$936K - $1.01M
|
177K
$11.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
13.6K+ 268.8% |
$815K - $876K
|
18.7K
$1.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
12.6KNew |
$752K - $808K
|
12.6K
$803K
|
|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
6.5KNew |
$389K - $418K
|
6.5K
$415K
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.18KNew |
$310K - $333K
|
5.18K
$331K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.65K+ 15.83% |
$218K - $235K
|
26.7K
$1.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.31KNew |
$198K - $212K
|
3.31K
$211K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
3.15KNew |
$188K - $203K
|
3.15K
$201K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.09KNew |
$185K - $199K
|
3.09K
$198K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.99K+ 24.88% |
$119K - $128K
|
9.96K
$636K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.9KNew |
$114K - $122K
|
1.9K
$121K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.2K+ 4.72% |
$72K - $77.4K
|
26.7K
$1.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.12K+ 7.31% |
$67K - $72K
|
16.4K
$1.05M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1KNew |
$59.8K - $64.3K
|
1K
$63.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
780New |
$46.7K - $50.1K
|
780
$49.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
731+ 7.21% |
$43.7K - $47K
|
10.9K
$695K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
180New |
$10.8K - $11.6K
|
180
$11.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
176+ 1.21% |
$10.5K - $11.3K
|
14.7K
$938K
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
163+ 4.2% |
$9.75K - $10.5K
|
4.05K
$258K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
124+ 2.08% |
$7.42K - $7.97K
|
6.1K
$389K
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
70+ 1.48% |
$4.19K - $4.5K
|
4.8K
$307K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
43+ 0.31% |
$2.57K - $2.76K
|
14.1K
$900K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
28+ 0.36% |
$1.68K - $1.8K
|
7.73K
$493K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
13+ 0.36% |
$778 - $836
|
3.62K
$231K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.34% |
$479 - $514
|
2.35K
$150K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.14% |
$419 - $450
|
4.94K
$315K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6+ 0.09% |
$359 - $386
|
6.93K
$442K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2New |
$120 - $129
|
2
$128
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.01% |
$120 - $129
|
20K
$1.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.02% |
$120 - $129
|
8.75K
$559K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.07% |
$59.8 - $64.3
|
1.48K
$94.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.01% |
$59.8 - $64.3
|
9.4K
$601K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12- 0.2% |
$718 - $771
|
5.84K
$373K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-25- 3.41% |
$1.5K - $1.61K
|
709
$45.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
SELL
|
- |
-53- 0.15% |
$3.17K - $3.41K
|
34.2K
$2.19M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-121- 2.66% |
$7.24K - $7.78K
|
4.43K
$283K
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-161- 0.87% |
$9.63K - $10.4K
|
18.4K
$1.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-178- 1.87% |
$10.7K - $11.4K
|
9.35K
$597K
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-238- 0.29% |
$14.2K - $15.3K
|
81.4K
$5.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-275- 2.94% |
$16.5K - $17.7K
|
9.07K
$579K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-288- 5.04% |
$17.2K - $18.5K
|
5.43K
$346K
|
|