Purchases and Sales Made in Q4 2025 in Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES DJ US TECH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
86.3K+ 2656.62% |
$16.6M - $18.2M
|
89.6K
$17.8M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
57.6K+ 60.5% |
$11.1M - $12.2M
|
153K
$30.4M
|
|
|
Jan 29, 2026
Q4 2025
|
High Point Wealth Management, LLC
Chester, NJ |
BUY
|
- |
52.6KNew |
$10.1M - $11.1M
|
52.6K
$10.5M
|
|
|
Jan 29, 2026
Q4 2025
|
Elevated Financial Group LLC
Indianapolis, IN |
BUY
|
- |
40.1KNew |
$7.74M - $8.48M
|
40.1K
$8M
|
|
|
Jan 29, 2026
Q4 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25K+ 11.7% |
$4.81M - $5.27M
|
238K
$47.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
24.7K+ 24.62% |
$4.76M - $5.21M
|
125K
$24.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
10.7KNew |
$2.05M - $2.25M
|
10.7K
$2.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
7.9KNew |
$1.52M - $1.67M
|
7.9K
$1.57M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.53K+ 3.22% |
$1.26M - $1.38M
|
209K
$41.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.1KNew |
$1.18M - $1.29M
|
6.1K
$1.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
5.42KNew |
$1.04M - $1.14M
|
5.42K
$1.08M
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5.2KNew |
$1M - $1.1M
|
5.2K
$1.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
5.1K+ 185.82% |
$983K - $1.08M
|
7.84K
$1.56M
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
4.87KNew |
$939K - $1.03M
|
4.87K
$970K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.12K+ 2061.5% |
$795K - $871K
|
4.32K
$861K
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
4.08K+ 11.73% |
$787K - $863K
|
38.9K
$7.75M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
3.6KNew |
$693K - $760K
|
3.6K
$716K
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
3.21K+ 6.99% |
$618K - $677K
|
49.1K
$9.77M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.85KNew |
$550K - $603K
|
2.85K
$568K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.67K+ 4.66% |
$516K - $565K
|
60K
$12M
|
|
|
Jan 29, 2026
Q4 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.41KNew |
$464K - $509K
|
2.41K
$479K
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.38K+ 4.62% |
$459K - $503K
|
53.9K
$10.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.31K+ 42.03% |
$446K - $488K
|
7.81K
$1.56M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 1.96% |
$440K - $482K
|
119K
$23.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Breachway Investments LLC
Charlestown, RI |
BUY
|
- |
2.21KNew |
$425K - $466K
|
2.21K
$439K
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
2.03KNew |
$392K - $429K
|
2.03K
$404K
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
2.01KNew |
$387K - $424K
|
2.01K
$400K
|
|
|
Jan 26, 2026
Q4 2025
|
Frankly Finances, LLC
Winter Park, FL |
BUY
|
- |
1.96KNew |
$378K - $414K
|
1.96K
$390K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
1.93K+ 31.43% |
$372K - $408K
|
8.07K
$1.61M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.85K+ 3.53% |
$356K - $390K
|
54.2K
$10.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.82KNew |
$352K - $385K
|
1.82K
$363K
|
|
|
Jan 27, 2026
Q4 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.67K+ 23885.71% |
$322K - $353K
|
1.68K
$334K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.67KNew |
$322K - $353K
|
1.67K
$333K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.66K+ 14.31% |
$320K - $351K
|
13.3K
$2.64M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.58K+ 15.0% |
$304K - $333K
|
12.1K
$2.4M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.5K+ 5.23% |
$290K - $318K
|
30.2K
$6.02M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.49KNew |
$287K - $314K
|
1.49K
$296K
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
1.42KNew |
$274K - $300K
|
1.42K
$283K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.41KNew |
$271K - $297K
|
1.41K
$280K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.36K+ 5.79% |
$262K - $287K
|
24.8K
$4.94M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.35K+ 12.87% |
$260K - $285K
|
11.8K
$2.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.34K+ 90.16% |
$258K - $282K
|
2.82K
$562K
|
|
|
Jan 23, 2026
Q4 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.28K+ 5.64% |
$247K - $271K
|
24K
$4.79M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.27K+ 4.14% |
$244K - $268K
|
31.9K
$6.36M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
1.23KNew |
$238K - $260K
|
1.23K
$246K
|
|
|
Jan 27, 2026
Q4 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.22KNew |
$235K - $258K
|
1.22K
$243K
|
|
|
Jan 29, 2026
Q4 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.2KNew |
$231K - $254K
|
1.2K
$239K
|
|
|
Jan 22, 2026
Q4 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.12KNew |
$215K - $236K
|
1.12K
$222K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.1K+ 15.7% |
$213K - $233K
|
8.13K
$1.62M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
1.1KNew |
$212K - $233K
|
1.1K
$219K
|
|