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 |
| Coastal Bridge Advisors, LLC | 0.05% | No change | 1,613 | $238K |
| Southern Capital Advisors, LLC | 0.14% | Add +0.3% | 1,604 | $237K |
| Jane Street Group, LLC | 0.00% | Reduce -14.5% | 1,567 | $231K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -6.6% | 1,549 | $229K |
| Graypoint LLC | 0.02% | No change | 1,531 | $226K |
| Glass Jacobson Investment Advisors llc | 0.08% | Add +1.6% | 1,503 | $222K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 1,500 | $222K |
| TrinityPoint Wealth, LLC | 0.04% | Reduce -3.5% | 1,467 | $217K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 1,455 | $215K |
| NorthRock Partners, LLC | 0.01% | Reduce -6.9% | 1,449 | $214K |
| Flow Traders U.S. LLC | 0.01% | New | 1,450 | $214K |
| Oppenheimer & Co. Inc. | 0.00% | New | 1,448 | $214K |
| Trueblood Wealth Management, LLC | 0.12% | New | 1,431 | $211K |
| Focus Financial Network, Inc. | 0.01% | — | 1,486 | $211K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,412 | $209K |
| Principal Securities, Inc. | 0.01% | Add +1.7% | 1,406 | $208K |
| Two Sigma Securities, LLC | 0.01% | New | 1,375 | $203K |
| DORCHESTER WEALTH MANAGEMENT Co | 0.04% | New | 1,365 | $201K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,194 | $176K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -29.8% | 1,145 | $169K |
| Montag A & Associates Inc. | 0.01% | No change | 1,000 | $148K |
| Piscataqua Savings Bank | 0.13% | No change | 995 | $147K |
| Cranbrook Wealth Management, LLC | 0.04% | No change | 980 | $145K |
| NewEdge Advisors, LLC | 0.00% | Reduce -92.3% | 835 | $123K |
| Allworth Financial LP | 0.00% | No change | 744 | $110K |
| Cwm, LLC | 0.00% | Reduce -1.3% | 628 | $93K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 625 | $92K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 598 | $88K |
| Vima LLC | 0.10% | Reduce -25.6% | 641 | $85K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 500 | $74K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 490 | $72K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -2.3% | 464 | $69K |
| Citigroup Inc. | 0.00% | Reduce -73.0% | 445 | $66K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 437 | $65K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.03% | Add +0.5% | 423 | $62K |
| Field & Main Bank | 0.02% | No change | 410 | $61K |
| US Bancorp \de | 0.00% | No change | 400 | $59K |
| CoreCap Advisors, LLC | 0.00% | New | 377 | $56K |
| Providence Capital Advisors, LLC | 0.01% | No change | 376 | $56K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 356 | $52K |
| Colonial Trust Co / SC | 0.01% | No change | 350 | $52K |
| Anchor Investment Management, LLC | 0.01% | No change | 325 | $48K |
| Wetzel Investment Advisors, Inc. | 0.03% | Add +6.8% | 329 | $47K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -23.3% | 307 | $45K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -23.3% | 307 | $45K |
| Truvestments Capital LLC | 0.02% | No change | 300 | $44K |
| Global Financial Private Client, LLC | 0.02% | No change | 295 | $44K |
| Realta Investment Advisors | 0.01% | New | 280 | $41K |
| IFP Advisors, Inc | 0.00% | No change | 273 | $40K |
| Founders Capital Management | 0.03% | No change | 250 | $37K |
| Colonial Trust Advisors | 0.00% | No change | 236 | $35K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 230 | $34K |
| Parallel Advisors, LLC | 0.00% | No change | 230 | $34K |
| Blair William & Co. | 0.00% | Add +5.6% | 227 | $33K |
| New Republic Capital, LLC | 0.02% | Reduce -14.6% | 217 | $32K |
| Creative Financial Designs Inc. | 0.00% | No change | 208 | $31K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | No change | 206 | $30K |
| Avior Wealth Management, LLC | 0.00% | New | 185 | $27K |
| Lanark Financial, Inc. | 0.00% | Reduce -3.6% | 185 | $27K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 180 | $27K |
| Abound Wealth Management | 0.01% | No change | 176 | $26K |
| Front Row Advisors LLC | 0.01% | No change | 170 | $25K |
| Mycio Wealth Partners, LLC | 0.01% | No change | 160 | $24K |
| Westside Investment Management, Inc. | 0.01% | No change | 160 | $24K |
| MTM Investment Management, LLC | 0.01% | No change | 145 | $21K |
| Salem Investment Counselors Inc. | 0.00% | No change | 134 | $20K |
| CENTRAL TRUST Co | 0.00% | No change | 123 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 122 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 114 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 106 | $16K |
| Laurel Wealth Advisors LLC | 0.00% | Reduce -41.9% | 100 | $15K |
| Center for Financial Planning, Inc. | 0.00% | New | 100 | $15K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 100 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | New | 93 | $14K |
| Phillips Financial Management, LLC | 0.00% | No change | 88 | $13K |
| Davis Capital Management | 0.01% | No change | 88 | $13K |
| Private Trust Co. NA | 0.00% | No change | 85 | $13K |
| Ables, Iannone, Moore & Associates, Inc. | 0.01% | No change | 75 | $11K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 79 | $11K |
| ICA Group Wealth Management, LLC | 0.00% | New | 70 | $10K |
| Raleigh Capital Management Inc. | 0.00% | New | 65 | $10K |
| Global Retirement Partners, LLC | 0.00% | No change | 50 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 45 | $7K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -98.9% | 33 | $5K |
| Creekmur Asset Management LLC | 0.00% | No change | 32 | $5K |
| SouthState Bank Corp | 0.00% | No change | 30 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 30 | $4K |
| Tsfg, LLC | 0.00% | Reduce -56.5% | 27 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +242.9% | 24 | $4K |
| Old Second National Bank of Aurora | 0.00% | No change | 20 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 8 | $1K |
| Signaturefd, LLC | 0.00% | No change | 7 | $1K |
| HighMark Wealth Management LLC | 0.00% | No change | 6 | $894 |
| Retirement Group, LLC | 0.00% | No change | 6 | $886 |
| Register Financial Advisors LLC | 0.00% | No change | 2 | $295 |
| BlackRock Inc. | 0.00% | New | 1 | $85 |
"% 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.