iShares U.S. Basic MaterialsIYMETF
13F holders, Q1 2024 (March 31)196holders
1famous investor
$147.50avg. 13F price*
At the end of Q1 2024, 196 institutions reported holding iShares U.S. Basic Materials (IYM) in their 13F filings. The largest holders were PGIM Custom Harvest LLC ($43.4M), Morgan Stanley ($39.7M) and UBS Group AG ($20.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares U.S. Basic Materials
- CUSIP
- 464287838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $5.8M |
| Exits | 22 | $11.9M |
Ownership 196 holders
| PGIM Custom Harvest LLC | 1.07% | Add +1.8% | 293,917 | $43.4M |
| Morgan Stanley | 0.00% | Reduce -13.8% | 269,069 | $39.7M |
| UBS Group AG | 0.01% | Reduce -1.5% | 138,044 | $20.4M |
| Bank of America Corp. | 0.00% | Reduce -58.0% | 132,216 | $19.5M |
| Wells Fargo & Company | 0.00% | Reduce -24.1% | 123,292 | $18.2M |
| Commerce Bank | 0.11% | Reduce -0.2% | 117,528 | $17.4M |
| Royal Bank of Canada | 0.00% | Add +7.6% | 90,994 | $13.4M |
| LPL Financial LLC | 0.01% | Add +1.2% | 73,005 | $10.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.0% | 64,028 | $9.5M |
| Citadel Advisors | 0.01% | Add +223.5% | 47,804 | $7.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +223.7% | 44,477 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.2% | 40,112 | $5.9M |
| Equitable Holdings, Inc. | 0.06% | Add +14.4% | 33,330 | $4.9M |
| Bank of Nova Scotia | 0.01% | No change | 33,100 | $4.9M |
| Sachetta, LLC | 2.29% | No change | 34,898 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.1% | 24,645 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +5.1% | 21,141 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.0% | 19,632 | $2.9M |
| Cetera Investment Advisers | 0.01% | Add +1018.8% | 17,767 | $2.6M |
| MML Investors Services, LLC | 0.01% | Reduce -2.9% | 17,031 | $2.5M |
| Focus Partners Wealth | 0.02% | New | 15,283 | $2.2M |
| AE Wealth Management LLC | 0.02% | Reduce -28.2% | 13,584 | $2.0M |
| First Citizens Financial Corp | 1.19% | Reduce -1.3% | 13,539 | $2.0M |
| Pathway Financial Advisors LLC | 0.52% | Reduce -0.3% | 12,973 | $1.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.5% | 11,571 | $1.7M |
| Kellett Wealth Advisors, LLC | 1.12% | Add +26.8% | 10,972 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -1.1% | 10,960 | $1.6M |
| Wealthstar Advisors, LLC | 0.56% | Add +0.5% | 10,855 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -19.2% | 9,014 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.6% | 8,621 | $1.3M |
| Navis Wealth Advisors, LLC | 1.40% | Add +0.3% | 7,869 | $1.2M |
| KKM Financial LLC | 0.56% | Reduce -34.5% | 7,797 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -30.2% | 7,697 | $1.1M |
| Raymond James & Associates | 0.00% | Reduce -6.4% | 7,102 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.1% | 6,561 | $969K |
| Roberts Glore & Co. Inc. | 0.28% | No change | 6,253 | $924K |
| Captrust Financial Advisors | 0.00% | Reduce -0.8% | 6,238 | $922K |
| Prospera Financial Services Inc | 0.03% | Add +95.3% | 6,137 | $907K |
| Kestra Advisory Services, LLC | 0.01% | Add +4.3% | 5,642 | $833K |
| Susquehanna International Group, LLP | 0.00% | Add +234.1% | 5,630 | $832K |
| Stonebridge Financial Planning Group, LLC | 0.44% | Reduce -0.3% | 5,571 | $823K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -1.2% | 5,475 | $809K |
| Simmons Bank | 0.06% | Reduce -1.9% | 5,279 | $780K |
| Mercer Global Advisors Inc. | 0.00% | Add +7.4% | 4,914 | $726K |
| Dohj, LLC | 0.19% | New | 4,911 | $726K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.2% | 4,845 | $716K |
| Bray Capital Advisors | 0.18% | No change | 4,835 | $714K |
| Franklin Resources Inc. | 0.00% | No change | 4,770 | $705K |
| Picton Mahoney Asset Management | 0.03% | Add +104.3% | 4,700 | $694K |
| Essex LLC | 0.15% | Reduce -6.4% | 4,555 | $673K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +2.0% | 4,522 | $668K |
| Prudential Financial Inc. | 0.00% | Add +58.3% | 4,503 | $665K |
| Cottonwood Capital Advisors, LLC | 0.53% | Reduce -6.1% | 4,643 | $664K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +1.2% | 4,240 | $626K |
| Northern Trust Corp. | 0.00% | No change | 4,200 | $620K |
| Unionview, LLC | 0.51% | Add +0.3% | 4,173 | $617K |
| Two Sigma Investments, LP | 0.00% | New | 4,100 | $606K |
| Counterweight Ventures, LLC | 0.48% | Reduce -68.4% | 4,032 | $596K |
| Daiwa Securities Group Inc. | 0.00% | No change | 4,000 | $591K |
| &partners | 0.08% | New | 3,856 | $570K |
| Dakota Wealth Management | 0.01% | New | 3,500 | $517K |
| HighTower Advisors, LLC | 0.00% | Reduce -18.9% | 3,516 | $517K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.9% | 3,408 | $503K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -9.9% | 3,404 | $503K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.2% | 3,370 | $498K |
| Family Firm, Inc. | 0.12% | Add +0.3% | 3,360 | $496K |
| Navellier & Associates Inc. | 0.06% | Add +36.7% | 3,221 | $476K |
| Ifrah Financial Services, Inc. | 0.13% | Add +0.3% | 3,127 | $462K |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 3,039 | $449K |
| HFG Advisors, Inc. | 0.39% | Reduce -10.2% | 2,963 | $438K |
| United Capital Financial Advisors, LLC | 0.00% | Add +16.8% | 2,960 | $437K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +113.8% | 2,942 | $435K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -8.2% | 2,925 | $432K |
| Spire Wealth Management | 0.01% | Add +2.3% | 2,872 | $424K |
| Mattern Wealth Management LLC | 0.10% | Reduce -40.4% | 2,746 | $406K |
| Comerica Bank | 0.00% | Reduce -37.2% | 2,677 | $395K |
| Adell Harriman & Carpenter Inc. | 0.03% | No change | 2,587 | $382K |
| Signal Advisors Wealth, LLC | 0.09% | Reduce -1.5% | 2,559 | $378K |
| Busey Bank | 0.01% | No change | 2,556 | $378K |
| Aspen Wealth Strategies, LLC | 0.26% | Reduce -10.2% | 2,531 | $374K |
| Foguth Wealth Management, LLC. | 0.20% | — | 2,526 | $373K |
| Wealth Management Partners, LLC | 0.19% | Reduce -0.9% | 2,511 | $371K |
| Janney Montgomery Scott LLC | 0.00% | Add +64.8% | 2,462 | $364K |
| Mariner, LLC | 0.00% | Add +3.9% | 2,437 | $360K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -6.6% | 2,373 | $351K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 2,350 | $347K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +4.5% | 2,218 | $328K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -26.0% | 2,187 | $323K |
| MAI Capital Management | 0.00% | Add +2.1% | 2,183 | $323K |
| Independence Bank of Kentucky | 0.10% | Reduce -10.3% | 2,175 | $321K |
| Legacy Advisors, LLC | 0.04% | Add +0.3% | 2,122 | $314K |
| Snowden Capital Advisors LLC | 0.01% | Add +15.4% | 2,098 | $310K |
| Fifth Third Securities, Inc. | 0.03% | Add +4.8% | 2,095 | $309K |
| StoneX Group Inc. | 0.03% | Add +0.1% | 2,061 | $304K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.3% | 1,930 | $285K |
| FMR LLC | 0.00% | Add +45.4% | 1,918 | $283K |
| Synovus Financial Corp. | 0.00% | Reduce -4.3% | 1,848 | $273K |
| Family Asset Management, LLC | 0.17% | Reduce -5.6% | 1,809 | $267K |
| GTS Securities LLC | 0.01% | Add +15.3% | 1,675 | $247K |
| Mutual Advisors, LLC | 0.01% | Reduce -22.1% | 1,647 | $243K |
"% 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.