iShares U.S. Basic MaterialsIYMETF

13F holders, Q2 2026 (June 30)
273holders +26
43new positions
19sold out
4famous investors
$179.52avg. 13F price*

At the end of Q2 2026, 273 institutions reported holding iShares U.S. Basic Materials (IYM) in their 13F filings, up 26 from Q1 2026. 43 opened new positions and 19 sold out. The largest holders were Bank of America Corp. ($79.0M), USA Financial Formulas ($63.6M) and Two Sigma Investments, LP ($62.3M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
iShares U.S. Basic Materials
CUSIP
464287838
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 196Q1 2024Q2 2024: 193Q2 2024Q3 2024: 187Q3 2024Q4 2024: 178Q4 2024Q1 2025: 183Q1 2025Q2 2025: 184Q2 2025Q3 2025: 181Q3 2025Q4 2025: 200Q4 2025Q1 2026: 247Q1 2026Q2 2026: 273Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions43$127.7M
Exits19$160.2M

All 13F filers, Q1 2026 → Q2 2026: 1,807,914 shares bought and 2,443,003 shares sold, net −635,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 273 holders

Bank of America Corp. 0.01% Add +17.4% 439,825 $79.0M
USA Financial Formulas 11.65% — 354,526 $63.6M
Two Sigma Investments, LP 0.05% Add +427.1% 346,800 $62.3M
Morgan Stanley 0.00% Add +20.0% 327,506 $58.8M
LPL Financial LLC 0.01% Add +39.8% 238,055 $42.7M
Assetmark, Inc. 0.05% New 152,872 $27.4M
Camarda Financial Advisors, LLC 6.14% New 112,984 $20.3M
Commerce Bank 0.08% Reduce -0.7% 107,225 $19.3M
Foundations Investment Advisors, LLC 0.17% New 91,995 $16.5M
Modern Wealth Management, LLC 0.20% New 91,062 $16.3M
Wells Fargo & Company 0.00% Reduce -10.7% 89,501 $16.1M
Principal Financial Group Inc. 0.01% Add +55.1% 89,156 $16.0M
Ameriprise Financial Inc. 0.00% Add +1060.7% 86,997 $15.6M
Cetera Investment Advisers 0.01% Add +267.5% 86,055 $15.4M
UBS Group AG 0.00% Add +0.5% 81,336 $14.6M
Cambridge Investment Research Advisors, Inc. 0.03% Add +271.3% 79,550 $14.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +3.4% 78,713 $14.1M
PGIM Custom Harvest LLC 0.15% Add +1.9% 66,502 $11.9M
Osaic Holdings, Inc. 0.01% Add +119.0% 62,411 $11.2M
CoreCap Advisors, LLC 0.33% Add +324.4% 61,497 $11.0M
Three Seasons Wealth, LLC 0.95% Add +99.8% 57,963 $10.4M
Bank of Nova Scotia 0.01% Reduce -36.3% 47,200 $8.5M
Farther Finance Advisors, LLC 0.06% Add +2504.1% 43,515 $7.8M
Summit Financial Consulting LLC 5.18% Add +96.0% 42,511 $7.6M
First Heartland Consultants, Inc. 0.46% Add +2482.3% 39,664 $7.1M
Sharp Wealth Advisory, LLC 3.29% New 39,548 $7.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% New 37,063 $6.7M
Goldman Sachs Group Inc. 0.00% Add +0.0% 35,346 $6.3M
Royal Bank of Canada 0.00% Add +4.0% 35,031 $6.3M
Independent Financial Group, LLC 0.11% Add +2590.5% 33,174 $6.0M
Centaurus Financial, Inc. 0.20% New 28,562 $5.1M
Gerald Baker Financial Group LLC 1.42% Add +1.4% 27,867 $5.0M
Raymond James Financial Inc. 0.00% Add +4.6% 26,114 $4.7M
Conservest Capital Advisors, Inc. 0.37% Add +31.7% 25,900 $4.6M
Rockefeller Capital Management L.P. 0.01% Add +114.2% 24,833 $4.5M
Susquehanna International Group, LLP 0.00% Reduce -39.7% 23,998 $4.3M
Commonwealth Equity Services, LLC 0.01% Reduce -9.8% 23,661 $4.2M
Envestnet Asset Management Inc. 0.00% Add +180.8% 23,631 $4.2M
Stratos Wealth Partners, LTD. 0.04% Add +1534.4% 20,953 $3.8M
Integrated Advisors Network LLC 0.17% Add +1205.5% 20,130 $3.6M
Equitable Holdings, Inc. 0.02% Add +217.5% 19,858 $3.6M
GTS Securities LLC 0.07% Add +426.1% 19,156 $3.4M
MML Investors Services, LLC 0.01% Reduce -1.7% 18,519 $3.3M
Citadel Advisors 0.00% New 17,839 $3.2M
Financial Planning Fort Collins, LLC 2.40% Add +0.3% 17,172 $3.0M
Steward Partners Investment Advisory, LLC 0.01% Add +0.4% 15,153 $2.7M
Sanctuary Advisors, LLC 0.01% Add +7.1% 14,646 $2.6M
Focus Partners Wealth 0.00% Add +2.7% 14,637 $2.6M
JPMorgan Chase & Co. 0.00% Reduce -98.9% 14,780 $2.6M
Lifestyle Asset Management, Inc. 0.70% Add +278.1% 14,468 $2.6M
HighTower Advisors, LLC 0.00% Add +3.7% 14,153 $2.5M
Horizon Investments, LLC 0.03% New 14,117 $2.5M
Exchange Traded Concepts, LLC 0.01% New 14,117 $2.5M
Atria Investments, Inc 0.02% New 13,666 $2.5M
Wealthstar Advisors, LLC 1.08% Add +9.6% 12,037 $2.2M
Counterweight Ventures, LLC 1.05% Reduce -1.3% 11,680 $2.1M
Pathway Financial Advisors LLC 0.23% Reduce -3.9% 10,642 $1.9M
Buck Wealth Strategies, LLC 0.20% Add +117.3% 10,562 $1.9M
Composition Wealth, LLC 0.02% Add +38.8% 10,396 $1.9M
Legacy Wealth Partners, LLC 0.37% New 9,214 $1.7M
Bank of Montreal 0.00% No change 9,098 $1.6M
Keystone Financial Group 0.10% New 8,986 $1.6M
First Citizens Financial Corp 0.66% Reduce -0.8% 8,845 $1.6M
Harvest Investment Services, LLC 0.25% New 8,841 $1.6M
HSBC Holdings PLC 0.00% New 8,825 $1.6M
Corient Private Wealth LP 0.00% Reduce -2.1% 8,341 $1.5M
Merit Financial Group, LLC 0.01% New 8,260 $1.5M
Navis Wealth Advisors, LLC 0.55% Add +0.3% 8,138 $1.5M
Gladstone Institutional Advisory LLC 0.04% Reduce -3.8% 7,790 $1.4M
Balboa Wealth Partners 0.18% New 7,364 $1.3M
Private Advisor Group, LLC 0.01% Reduce -7.3% 7,359 $1.3M
Tower Research Capital LLC (TRC) 0.03% New 6,929 $1.2M
Harbour Investments, Inc. 0.02% Add +1475.5% 6,696 $1.2M
Jones Financial Companies LLLP 0.00% Add +24.6% 6,601 $1.2M
Harmony Asset Management LLC 0.31% Add +25.1% 6,365 $1.1M
&partners 0.00% Reduce -2.6% 6,351 $1.1M
Discovery Capital Management, LLC / CT 0.05% Reduce -46.4% 6,250 $1.1M
Bartlett & Co. Wealth Management LLC 0.01% Add +3.4% 5,956 $1.1M
Roberts Glore & Co. Inc. 0.26% No change 5,872 $1.1M
Astoria Portfolio Advisors LLC. 0.16% Add +24.8% 5,306 $953K
Blair William & Co. 0.00% Add +17.3% 5,192 $932K
Kestra Advisory Services, LLC 0.00% Reduce -22.5% 5,029 $903K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.0% 5,015 $900K
AdvisorNet Financial, Inc 0.04% Add +10988.9% 4,990 $896K
Park Avenue Securities LLC 0.01% Add +31.0% 4,939 $887K
Beacon Pointe Advisors, LLC 0.00% Reduce -23.3% 4,918 $883K
PNC Financial Services Group, Inc. 0.00% No change 4,835 $868K
Balefire, LLC 0.14% New 4,790 $860K
Mutual Advisors, LLC 0.02% Reduce -46.5% 4,637 $833K
Stifel Financial Corp. 0.00% Reduce -33.9% 4,616 $829K
Nikulski Financial, Inc. 0.18% New 4,564 $819K
FMR LLC 0.00% Reduce -0.3% 4,514 $810K
Wealth Management Partners, LLC 0.19% Add +2.2% 4,511 $810K
Blue Line Capital, LLC / IL 0.66% Add +7.7% 4,250 $763K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.2% 4,159 $741K
Simmons Bank 0.04% Reduce -1.1% 3,950 $709K
Algorithmic Investment Models, LLC 0.80% New 3,848 $691K
True Freedom Investing, LLC 0.05% Reduce -23.6% 3,886 $684K
Citigroup Inc. 0.00% Reduce -2.5% 3,669 $659K
Geneos Wealth Management Inc. 0.01% Add +0.0% 3,617 $649K

"% of holder's portfolio" is IYM's weight in each manager's 13F, not the share of iShares U.S. Basic Materials the manager owns.

Show all 273 holders