iShares U.S. Basic MaterialsIYMETF
13F holders, Q3 2024 (September 30)187holders −6
13new positions
17sold out
1famous investor
$150.15avg. 13F price*
At the end of Q3 2024, 187 institutions reported holding iShares U.S. Basic Materials (IYM) in their 13F filings, down 6 from Q2 2024. 13 opened new positions and 17 sold out. The largest holders were Citigroup Inc. ($67.8M), PGIM Custom Harvest LLC ($43.7M) and Morgan Stanley ($37.8M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $9.5M |
| Exits | 17 | $48.2M |
All 13F filers, Q2 2024 → Q3 2024: 125,717 shares bought and 504,343 shares sold, net −378,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| Citigroup Inc. | 0.06% | Add +0.2% | 451,435 | $67.8M |
| PGIM Custom Harvest LLC | 0.88% | Add +3.6% | 291,007 | $43.7M |
| Morgan Stanley | 0.00% | Reduce -2.2% | 251,472 | $37.8M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 128,574 | $19.3M |
| Wells Fargo & Company | 0.00% | Reduce -14.1% | 119,199 | $17.9M |
| Commerce Bank | 0.11% | Reduce -0.9% | 115,426 | $17.3M |
| UBS Group AG | 0.00% | Reduce -27.4% | 104,755 | $15.7M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 87,543 | $13.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.2% | 66,475 | $10.0M |
| LPL Financial LLC | 0.00% | Add +3.0% | 65,740 | $9.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +61.7% | 60,230 | $9.0M |
| BNP Paribas Financial Markets | 0.01% | New | 50,000 | $7.5M |
| Sachetta, LLC | 2.62% | Add +3.2% | 44,106 | $6.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -2.3% | 41,183 | $6.2M |
| Bank of Nova Scotia | 0.01% | No change | 33,100 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -21.8% | 31,246 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.0% | 29,751 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +0.1% | 17,427 | $2.6M |
| MML Investors Services, LLC | 0.01% | Reduce -0.6% | 17,409 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.5% | 16,628 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -9.3% | 16,092 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -51.9% | 15,991 | $2.4M |
| AE Wealth Management LLC | 0.02% | Add +3.9% | 15,450 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.1% | 15,211 | $2.3M |
| First Citizens Financial Corp | 1.06% | Reduce -0.6% | 13,318 | $2.0M |
| Pathway Financial Advisors LLC | 0.47% | No change | 12,248 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.1% | 11,539 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +2.6% | 11,083 | $1.7M |
| First Heartland Consultants, Inc. | 0.17% | Add +579.1% | 10,614 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +13.2% | 10,056 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +0.3% | 8,930 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +34.9% | 8,739 | $1.3M |
| Navis Wealth Advisors, LLC | 1.29% | Add +0.4% | 7,930 | $1.2M |
| GTS Securities LLC | 0.02% | Add +158.4% | 7,693 | $1.2M |
| Bank of Montreal | 0.00% | No change | 7,501 | $1.1M |
| Raymond James & Associates | 0.00% | Add +3.4% | 6,912 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.5% | 6,490 | $975K |
| Roberts Glore & Co. Inc. | 0.27% | No change | 6,253 | $939K |
| Dohj, LLC | 0.21% | Add +13.1% | 6,073 | $909K |
| Stonebridge Financial Planning Group, LLC | 0.42% | Reduce -8.3% | 5,891 | $885K |
| Simmons Bank | 0.06% | Reduce -0.7% | 5,226 | $785K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -6.6% | 5,033 | $756K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -14.6% | 4,883 | $733K |
| Bray Capital Advisors | 0.18% | No change | 4,835 | $726K |
| Franklin Resources Inc. | 0.00% | No change | 4,770 | $723K |
| Private Advisor Group, LLC | 0.00% | Add +40.6% | 4,714 | $708K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +4.0% | 4,522 | $679K |
| Captrust Financial Advisors | 0.00% | Reduce -27.4% | 4,407 | $662K |
| Daiwa Securities Group Inc. | 0.00% | No change | 4,400 | $661K |
| &partners | 0.01% | Reduce -19.9% | 4,270 | $641K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 4,240 | $637K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.6% | 4,244 | $636K |
| Unionview, LLC | 0.49% | Add +0.4% | 4,205 | $631K |
| Northern Trust Corp. | 0.00% | No change | 4,200 | $631K |
| Counterweight Ventures, LLC | 0.42% | Reduce -0.5% | 3,951 | $593K |
| Essex LLC | 0.12% | Reduce -4.0% | 3,935 | $591K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -23.6% | 4,002 | $588K |
| Stifel Financial Corp. | 0.00% | Add +7.3% | 3,792 | $570K |
| Cottonwood Capital Advisors, LLC | 0.41% | Reduce -18.8% | 3,719 | $558K |
| Empirical Asset Management, LLC | 0.20% | Reduce -6.8% | 3,697 | $555K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.0% | 3,577 | $537K |
| HighTower Advisors, LLC | 0.00% | Add +3.3% | 3,522 | $528K |
| Dakota Wealth Management | 0.01% | No change | 3,500 | $526K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -29.5% | 3,423 | $514K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.1% | 3,343 | $502K |
| Family Firm, Inc. | 0.10% | Reduce -6.7% | 3,146 | $472K |
| JPMorgan Chase & Co. | 0.00% | Reduce -40.4% | 2,965 | $445K |
| Mariner, LLC | 0.00% | Add +17.3% | 2,926 | $439K |
| Spire Wealth Management | 0.01% | Add +0.3% | 2,889 | $434K |
| HFG Advisors, Inc. | 0.37% | No change | 2,806 | $421K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -2.6% | 2,783 | $418K |
| Mattern Wealth Management LLC | 0.09% | Reduce -1.5% | 2,706 | $406K |
| Adell Harriman & Carpenter Inc. | 0.03% | No change | 2,587 | $388K |
| Flow Traders U.S. LLC | 0.02% | New | 2,562 | $385K |
| Wealth Management Partners, LLC | 0.18% | Add +1.9% | 2,559 | $384K |
| KKM Financial LLC | 0.19% | Reduce -73.8% | 2,544 | $382K |
| Prudential Financial Inc. | 0.00% | Reduce -4.2% | 2,499 | $375K |
| FMR LLC | 0.00% | Reduce -11.9% | 2,494 | $374K |
| Comerica Bank | 0.00% | Add +0.5% | 2,438 | $366K |
| Signal Advisors Wealth, LLC | 0.05% | New | 2,394 | $359K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -1.0% | 2,383 | $358K |
| Foguth Wealth Management, LLC. | 0.13% | Reduce -11.1% | 2,368 | $350K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 2,330 | $350K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,298 | $345K |
| Busey Bank | 0.01% | No change | 2,180 | $327K |
| MAI Capital Management | 0.00% | Add +0.1% | 2,169 | $326K |
| Clear Creek Financial Management, LLC | 0.04% | Add +0.1% | 2,151 | $323K |
| Legacy Advisors, LLC | 0.03% | Add +0.4% | 2,138 | $321K |
| StoneX Group Inc. | 0.02% | Reduce -36.3% | 2,042 | $307K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +3.3% | 2,001 | $300K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -9.1% | 1,938 | $291K |
| Synovus Financial Corp. | 0.00% | No change | 1,841 | $276K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.1% | 1,841 | $276K |
| Picton Mahoney Asset Management | 0.01% | Reduce -56.4% | 1,700 | $256K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.1% | 1,688 | $253K |
| Focus Financial Network, Inc. | 0.01% | Add +7.3% | 1,621 | $243K |
| Equitable Holdings, Inc. | 0.00% | Reduce -88.8% | 1,618 | $243K |
| Southern Capital Advisors, LLC | 0.14% | Add +0.4% | 1,616 | $243K |
| Coastal Bridge Advisors, LLC | 0.06% | No change | 1,613 | $242K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -52.0% | 1,598 | $240K |
"% 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.