iShares U.S. Basic MaterialsIYMETF

13F holders, Q2 2024 (June 30)
193holders −3
15new positions
19sold out
1famous investor
$140.10avg. 13F price*

At the end of Q2 2024, 193 institutions reported holding iShares U.S. Basic Materials (IYM) in their 13F filings, down 3 from Q1 2024. 15 opened new positions and 19 sold out. The largest holders were Citigroup Inc. ($63.1M), Manufacturers Life Insurance Company, The ($43.1M) and PGIM Custom Harvest LLC ($39.3M). 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

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 2024 → Q2 2024

InstitutionsTotal Value
New Positions15$45.9M
Exits19$5.6M

All 13F filers, Q1 2024 → Q2 2024: 922,127 shares bought and 158,977 shares sold, net +763,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 193 holders

Citigroup Inc. 0.06% Add +101101.1% 450,345 $63.1M
Manufacturers Life Insurance Company, The 0.04% New 307,985 $43.1M
PGIM Custom Harvest LLC 0.88% Reduce -4.5% 280,784 $39.3M
Morgan Stanley 0.00% Reduce -4.4% 257,144 $36.0M
UBS Group AG 0.01% Add +4.5% 144,295 $20.2M
Wells Fargo & Company 0.01% Add +12.5% 138,688 $19.4M
Bank of America Corp. 0.00% Reduce -0.7% 131,354 $18.4M
Commerce Bank 0.11% Reduce -0.9% 116,465 $16.3M
Royal Bank of Canada 0.00% Reduce -3.4% 87,864 $12.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.6% 65,029 $9.1M
LPL Financial LLC 0.00% Reduce -12.5% 63,852 $8.9M
Sachetta, LLC 2.66% Add +22.5% 42,736 $6.1M
Susquehanna International Group, LLP 0.01% Add +648.5% 42,143 $5.9M
Commonwealth Equity Services, LLC 0.01% Reduce -0.3% 39,978 $5.6M
Goldman Sachs Group Inc. 0.00% Reduce -16.2% 37,256 $5.2M
Ameriprise Financial Inc. 0.00% Add +43.7% 35,411 $5.0M
Jane Street Group, LLC 0.01% Add +2023.4% 33,274 $4.7M
Bank of Nova Scotia 0.01% No change 33,100 $4.6M
Citadel Advisors 0.00% Reduce -62.9% 17,737 $2.5M
Osaic Holdings, Inc. 0.01% Reduce -16.8% 17,586 $2.5M
MML Investors Services, LLC 0.01% Add +2.8% 17,515 $2.5M
Cetera Investment Advisers 0.01% Reduce -2.0% 17,419 $2.4M
Envestnet Asset Management Inc. 0.00% Reduce -16.6% 16,366 $2.3M
Focus Partners Wealth 0.01% Add +0.0% 15,288 $2.2M
AE Wealth Management LLC 0.02% Add +9.4% 14,867 $2.1M
NewEdge Advisors, LLC 0.01% Add +1626.1% 14,413 $2.0M
Equitable Holdings, Inc. 0.02% Reduce -56.8% 14,390 $2.0M
First Citizens Financial Corp 1.11% Reduce -1.1% 13,395 $1.9M
Pathway Financial Advisors LLC 0.46% Reduce -5.6% 12,248 $1.7M
Rockefeller Capital Management L.P. 0.00% Add +1.9% 11,787 $1.7M
Corient Private Wealth LP 0.00% Reduce -1.5% 10,798 $1.5M
KKM Financial LLC 0.64% Add +24.8% 9,729 $1.4M
Mutual Advisors, LLC 0.04% Add +440.7% 8,905 $1.3M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -1.4% 8,883 $1.2M
Navis Wealth Advisors, LLC 1.27% Add +0.4% 7,898 $1.1M
Bank of Montreal 0.00% Reduce -2.5% 7,501 $1.1M
Raymond James & Associates 0.00% Reduce -5.9% 6,683 $936K
Nvwm, LLC 0.25% New 6,581 $921K
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.6% 6,524 $913K
Prospera Financial Services Inc 0.03% Add +5.5% 6,476 $907K
Stonebridge Financial Planning Group, LLC 0.45% Add +15.3% 6,421 $899K
Roberts Glore & Co. Inc. 0.26% No change 6,253 $875K
Captrust Financial Advisors 0.00% Reduce -2.7% 6,068 $850K
Kestra Advisory Services, LLC 0.00% Add +1.4% 5,720 $801K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -1.6% 5,388 $755K
Dohj, LLC 0.19% Add +9.3% 5,370 $752K
&partners 0.03% Add +38.2% 5,328 $746K
Sanctuary Advisors, LLC 0.01% — 5,240 $746K
Simmons Bank 0.06% Reduce -0.4% 5,260 $736K
JPMorgan Chase & Co. 0.00% Reduce -42.3% 4,976 $697K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.2% 4,853 $679K
Bray Capital Advisors 0.17% No change 4,835 $677K
Mercer Global Advisors Inc. 0.00% Reduce -2.3% 4,802 $672K
Franklin Resources Inc. 0.00% No change 4,770 $668K
Cottonwood Capital Advisors, LLC 0.50% Reduce -1.4% 4,577 $637K
Daiwa Securities Group Inc. 0.00% Add +10.0% 4,400 $616K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -3.9% 4,348 $609K
Ferguson Wellman Capital Management, Inc. 0.01% No change 4,240 $594K
Northern Trust Corp. 0.00% No change 4,200 $588K
Unionview, LLC 0.48% Add +0.4% 4,188 $586K
Essex LLC 0.13% Reduce -10.0% 4,100 $574K
Counterweight Ventures, LLC 0.42% Reduce -1.6% 3,969 $556K
Empirical Asset Management, LLC 0.21% New 3,966 $555K
Picton Mahoney Asset Management 0.02% Reduce -17.0% 3,900 $550K
Pathstone Holdings, LLC 0.00% Add +7.2% 3,614 $506K
Stifel Financial Corp. 0.00% Add +16.3% 3,535 $495K
Dakota Wealth Management 0.01% No change 3,500 $490K
HighTower Advisors, LLC 0.00% Reduce -3.0% 3,411 $477K
United Capital Financial Advisors, LLC 0.00% Add +14.2% 3,380 $473K
Family Firm, Inc. 0.11% Add +0.4% 3,372 $472K
Private Advisor Group, LLC 0.00% Reduce -1.6% 3,352 $469K
Tower Research Capital LLC (TRC) 0.01% Add +13.1% 3,328 $466K
StoneX Group Inc. 0.04% Add +55.4% 3,203 $448K
IFG Advisory, LLC 0.03% New 3,082 $432K
GTS Securities LLC 0.01% Add +77.7% 2,977 $417K
Ifrah Financial Services, Inc. 0.12% Reduce -5.2% 2,964 $415K
Aspen Wealth Strategies, LLC 0.28% Add +10.3% 2,793 $407K
Spire Wealth Management 0.01% Add +0.3% 2,880 $403K
Fifth Third Securities, Inc. 0.04% Add +36.4% 2,857 $400K
FMR LLC 0.00% Add +47.6% 2,832 $397K
HFG Advisors, Inc. 0.37% Reduce -5.3% 2,806 $393K
Mattern Wealth Management LLC 0.09% No change 2,746 $384K
Foguth Wealth Management, LLC. 0.16% Add +5.5% 2,665 $373K
Prudential Financial Inc. 0.00% Reduce -42.1% 2,608 $365K
Adell Harriman & Carpenter Inc. 0.03% No change 2,587 $362K
Wealth Management Partners, LLC 0.17% No change 2,511 $352K
Mariner, LLC 0.00% Add +2.4% 2,495 $349K
Comerica Bank 0.00% Reduce -9.3% 2,427 $340K
Patriot Investment Management Group, Inc. 0.03% Reduce -17.7% 2,408 $337K
Peapack Gladstone Financial Corp. 0.01% Reduce -0.8% 2,330 $326K
Two Sigma Investments, LP 0.00% Reduce -46.3% 2,200 $308K
Busey Bank 0.01% Reduce -14.7% 2,180 $305K
MAI Capital Management 0.00% Reduce -0.7% 2,168 $304K
Independence Bank of Kentucky 0.08% Reduce -1.1% 2,150 $301K
Clear Creek Financial Management, LLC 0.04% Reduce -9.4% 2,150 $301K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -2.5% 2,133 $299K
Legacy Advisors, LLC 0.04% Add +0.4% 2,130 $298K
Atria Wealth Solutions, Inc. 0.00% Add +0.4% 1,937 $271K
Snowden Capital Advisors LLC 0.01% Reduce -9.4% 1,900 $266K
Synovus Financial Corp. 0.00% Reduce -0.4% 1,841 $258K

"% 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 193 holders