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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions13$9.5M
Exits17$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
Family Asset Management, LLC 0.14% Reduce -4.1% 1,579 $237K
Arkadios Wealth Advisors 0.01% Reduce -11.3% 1,568 $235K
Ifrah Financial Services, Inc. 0.06% Reduce -47.5% 1,555 $233K
Glass Jacobson Investment Advisors llc 0.08% Add +0.8% 1,549 $233K
Graypoint LLC 0.01% No change 1,531 $230K
Smartleaf Asset Management LLC 0.03% New 1,507 $228K
NorthRock Partners, LLC 0.01% No change 1,501 $225K
Gilman Hill Asset Management, LLC 0.04% No change 1,500 $225K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.2% 1,466 $220K
Trueblood Wealth Management, LLC 0.11% No change 1,431 $215K
Principal Securities, Inc. 0.01% Add +1.6% 1,428 $214K
DORCHESTER WEALTH MANAGEMENT Co 0.04% New 1,365 $206K
Stratos Wealth Partners, LTD. 0.00% New 1,359 $204K
Oppenheimer & Co. Inc. 0.00% Reduce -7.1% 1,336 $201K
Independence Bank of Kentucky 0.04% Reduce -38.6% 1,320 $198K
EP Wealth Advisors, LLC 0.00% Add +9.7% 1,269 $191K
Geneos Wealth Management Inc. 0.01% Reduce -6.4% 1,228 $184K
Montag A & Associates Inc. 0.01% No change 1,000 $150K
Piscataqua Savings Bank 0.13% No change 995 $149K
Cranbrook Wealth Management, LLC 0.03% No change 980 $147K
Jones Financial Companies LLLP 0.00% Add +105.1% 921 $139K
Cwm, LLC 0.00% Add +15.3% 724 $109K
Qube Research & Technologies Ltd 0.00% Add +490.2% 720 $108K
GPS Wealth Strategies Group, LLC 0.01% No change 625 $94K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 598 $90K
PNC Financial Services Group, Inc. 0.00% Add +2272.7% 522 $78K
Whittier Trust Co. of Nevada Inc. 0.00% No change 500 $75K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 490 $74K
Truvestments Capital LLC 0.02% New 475 $71K
Pinnacle Bancorp, Inc. 0.02% No change 464 $70K
Blair William & Co. 0.00% Reduce -26.7% 463 $70K
O'shaughnessy Asset Management, LLC 0.00% Add +4.6% 457 $69K
Allworth Financial LP 0.00% Reduce -39.5% 406 $61K
US Bancorp \de 0.00% No change 400 $60K
CoreCap Advisors, LLC 0.00% New 387 $58K
Providence Capital Advisors, LLC 0.01% No change 376 $56K
Field & Main Bank 0.02% Reduce -9.8% 370 $56K
Federation des caisses Desjardins du Quebec 0.00% Reduce -0.3% 355 $54K
Colonial Trust Co / SC 0.01% No change 350 $53K
Reston Wealth Management LLC 0.02% New 336 $50K
Fairfield Financial Advisors, LTD 0.02% Add +0.6% 324 $49K
Bokf, NA 0.00% New 305 $45K
Global Financial Private Client, LLC 0.02% No change 295 $44K
IFP Advisors, Inc 0.00% No change 273 $41K
Founders Capital Management 0.02% No change 250 $38K
Colonial Trust Advisors 0.00% No change 236 $35K
Rosenberg Matthew Hamilton 0.01% No change 230 $35K
Parallel Advisors, LLC 0.00% No change 230 $35K
New Republic Capital, LLC 0.02% No change 217 $33K
NewEdge Advisors, LLC 0.00% Reduce -98.5% 211 $32K
Creative Financial Designs Inc. 0.00% No change 208 $31K
Caldwell Sutter Capital, Inc. 0.01% No change 180 $27K
Lanark Financial, Inc. 0.00% No change 185 $27K
Abound Wealth Management 0.01% No change 176 $26K
Wilmington Savings Fund Society, FSB 0.00% New 172 $26K
Front Row Advisors LLC 0.01% No change 170 $26K
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 $22K
Beacon Capital Management, LLC 0.00% No change 140 $21K
Salem Investment Counselors Inc. 0.00% No change 134 $20K
1620 Investment Advisors, Inc. 0.01% No change 130 $20K
CENTRAL TRUST Co 0.00% No change 123 $18K
Harbour Investments, Inc. 0.00% No change 110 $17K
Anchor Investment Management, LLC 0.00% No change 105 $16K
Laurel Wealth Advisors LLC 0.00% No change 100 $15K
Center for Financial Planning, Inc. 0.00% No change 100 $15K
Harbor Investment Advisory, LLC 0.00% No change 100 $15K
CIBC Private Wealth Group LLC 0.00% No change 94 $14K
Davis Capital Management 0.01% No change 88 $13K
Capital Investment Advisory Services, LLC 0.00% No change 82 $12K
Armstrong Advisory Group, Inc. 0.00% No change 79 $12K
Private Trust Co. NA 0.00% Reduce -17.6% 70 $11K
AdvisorNet Financial, Inc 0.00% No change 45 $7K
Planned Solutions, Inc. 0.00% New 34 $5K
SouthState Bank Corp 0.00% No change 30 $5K
Ameritas Investment Partners, Inc. 0.00% No change 30 $5K
Sunbelt Securities, Inc. 0.00% No change 28 $4K
Tsfg, LLC 0.00% No change 27 $4K
Old Second National Bank of Aurora 0.00% No change 20 $3K
Guardian Wealth Advisors, LLC / NC 0.00% No change 20 $3K
Aptus Capital Advisors, LLC 0.00% No change 20 $3K
HighMark Wealth Management LLC 0.00% No change 6 $915
Farther Finance Advisors, LLC 0.00% No change 3 $450
Register Financial Advisors LLC 0.00% No change 2 $300
TD Waterhouse Canada Inc. 0.00% No change 1 $150
REAP Financial Group, LLC 0.00% No change 1 $150

"% 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.