Purchases and Sales Made in Q4 2025 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) 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
|
Wealth Navi Inc.
|
BUY
|
- |
540K+ 10.2% |
$50.6M - $53.2M
|
5.84M
$554M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
64.8K+ 55.96% |
$6.07M - $6.38M
|
181K
$17.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.67K+ 5.51% |
$812K - $854K
|
166K
$15.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.66K+ 287.35% |
$811K - $853K
|
11.7K
$1.11M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.7K+ 9.81% |
$721K - $758K
|
86.1K
$8.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
5.41KNew |
$507K - $533K
|
5.41K
$513K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.55KNew |
$426K - $448K
|
4.55K
$432K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.22KNew |
$395K - $415K
|
4.22K
$400K
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.25K+ 7.06% |
$211K - $222K
|
34.1K
$3.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.08K+ 2.3% |
$195K - $205K
|
92.5K
$8.78M
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
BUY
|
- |
1.87K+ 10.67% |
$175K - $184K
|
19.3K
$1.84M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 37.31% |
$144K - $151K
|
5.66K
$537K
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.34K+ 14.44% |
$126K - $132K
|
10.6K
$1.01M
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.16K+ 4.27% |
$109K - $114K
|
28.4K
$2.69M
|
|
|
Jan 21, 2026
Q4 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
1.07K+ 5.55% |
$101K - $106K
|
20.4K
$1.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.01KNew |
$95K - $99.9K
|
1.01K
$96.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
678+ 3.62% |
$63.5K - $66.8K
|
19.4K
$1.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
665+ 15.32% |
$62.3K - $65.5K
|
5.01K
$475K
|
|
|
Jan 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
635+ 14.81% |
$59.5K - $62.5K
|
4.92K
$467K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
579+ 9.78% |
$54.2K - $57K
|
6.5K
$617K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
553+ 18.9% |
$51.8K - $54.5K
|
3.48K
$330K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
493+ 16.61% |
$46.2K - $48.6K
|
3.46K
$328K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
441+ 4.39% |
$41.3K - $43.4K
|
10.5K
$995K
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
400+ 8.19% |
$37.5K - $39.4K
|
5.29K
$501K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
303+ 2.02% |
$28.4K - $29.8K
|
15.3K
$1.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
261+ 1.42% |
$24.5K - $25.7K
|
18.7K
$1.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
159+ 145.87% |
$14.9K - $15.7K
|
268
$25.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
107New |
$10K - $10.5K
|
107
$10.2K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
73+ 12.17% |
$6.84K - $7.19K
|
673
$63.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
67+ 3.23% |
$6.28K - $6.6K
|
2.14K
$203K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
50+ 100.0% |
$4.68K - $4.93K
|
100
$9.49K
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
45+ 0.63% |
$4.22K - $4.43K
|
7.18K
$681K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25New |
$2.34K - $2.46K
|
25
$2.37K
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
23+ 0.9% |
$2.15K - $2.27K
|
2.58K
$244K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
12+ 0.77% |
$1.12K - $1.18K
|
1.57K
$149K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2+ 100.0% |
$187 - $197
|
4
$380
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.08% |
$187 - $197
|
2.56K
$243K
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-8- 0.23% |
$750 - $788
|
3.43K
$325K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-16- 76.19% |
$1.5K - $1.58K
|
5
$474
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-30- 0.44% |
$2.81K - $2.96K
|
6.79K
$644K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-39- 0.57% |
$3.65K - $3.84K
|
6.85K
$650K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-39- 7.99% |
$3.65K - $3.84K
|
449
$42.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-53- 60.92% |
$4.97K - $5.22K
|
34
$3.23K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-67- 46.53% |
$6.28K - $6.6K
|
77
$7.31K
|
|
|
Jan 23, 2026
Q4 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-68- 0.75% |
$6.37K - $6.7K
|
9.06K
$859K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
SELL
|
- |
-73- 8.62% |
$6.84K - $7.19K
|
774
$73.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-181- 0.62% |
$17K - $17.8K
|
29.2K
$2.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-203- 16.16% |
$19K - $20K
|
1.05K
$99.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-225- 2.35% |
$21.1K - $22.2K
|
9.35K
$887K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-239- 6.16% |
$22.4K - $23.5K
|
3.64K
$345K
|
|