iShares U.S. Basic MaterialsIYMETF
13F holders, Q4 2024 (December 31)178holders −9
11new positions
21sold out
1famous investor
$129.95avg. 13F price*
At the end of Q4 2024, 178 institutions reported holding iShares U.S. Basic Materials (IYM) in their 13F filings, down 9 from Q3 2024. 11 opened new positions and 21 sold out. The largest holders were Citigroup Inc. ($58.8M), PGIM Custom Harvest LLC ($38.8M) and Morgan Stanley ($34.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $11.8M |
| Exits | 21 | $14.1M |
All 13F filers, Q3 2024 → Q4 2024: 173,666 shares bought and 249,566 shares sold, net −75,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 178 holders
| Citigroup Inc. | 0.06% | Add +0.2% | 452,495 | $58.8M |
| PGIM Custom Harvest LLC | 0.76% | Add +2.6% | 298,613 | $38.8M |
| Morgan Stanley | 0.00% | Add +4.3% | 262,329 | $34.1M |
| Bank of America Corp. | 0.00% | Add +0.1% | 128,760 | $16.7M |
| Commerce Bank | 0.10% | Add +10.3% | 127,319 | $16.5M |
| UBS Group AG | 0.00% | Reduce -3.1% | 101,521 | $13.2M |
| Wells Fargo & Company | 0.00% | Reduce -27.6% | 86,300 | $11.2M |
| LPL Financial LLC | 0.00% | Add +16.6% | 76,627 | $10.0M |
| Royal Bank of Canada | 0.00% | Reduce -13.6% | 75,673 | $9.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.5% | 66,816 | $8.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.3% | 44,367 | $5.8M |
| Sachetta, LLC | 2.25% | Reduce -0.4% | 43,934 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.3% | 33,224 | $4.3M |
| Bank of Nova Scotia | 0.01% | No change | 33,100 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.1% | 26,148 | $3.4M |
| Tocqueville Asset Management L.P. | 0.05% | New | 24,055 | $3.1M |
| National Bank of Canada | 0.00% | New | 23,600 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.9% | 22,701 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +6.1% | 18,475 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Add +5.8% | 17,588 | $2.3M |
| Cetera Investment Advisers | 0.00% | Reduce -2.7% | 16,963 | $2.2M |
| GTS Securities LLC | 0.11% | Add +118.3% | 16,795 | $2.2M |
| Focus Partners Wealth | 0.01% | New | 16,680 | $2.2M |
| Raymond James Financial Inc. | 0.00% | — | 16,094 | $2.1M |
| EHP Funds Inc. | 1.93% | New | 14,400 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -14.7% | 13,731 | $1.8M |
| Pathway Financial Advisors LLC | 0.37% | No change | 12,248 | $1.6M |
| First Citizens Financial Corp | 0.81% | Reduce -13.4% | 11,533 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.0% | 11,308 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -7.0% | 10,307 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -41.4% | 8,913 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | Add +242.4% | 8,773 | $1.1M |
| &partners | 0.01% | Add +106.7% | 8,824 | $1.1M |
| Navis Wealth Advisors, LLC | 1.13% | Add +0.4% | 7,965 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +6.5% | 6,910 | $898K |
| Bank of Montreal | 0.00% | Reduce -9.2% | 6,815 | $885K |
| Roberts Glore & Co. Inc. | 0.24% | No change | 6,253 | $812K |
| Matauro, LLC | 0.18% | — | 6,228 | $809K |
| PNC Financial Services Group, Inc. | 0.00% | Add +926.3% | 5,357 | $696K |
| Simmons Bank | 0.05% | No change | 5,226 | $679K |
| Stonebridge Financial Planning Group, LLC | 0.30% | Reduce -11.3% | 5,226 | $679K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.0% | 5,034 | $654K |
| Daiwa Securities Group Inc. | 0.00% | Add +13.6% | 5,000 | $650K |
| JPMorgan Chase & Co. | 0.00% | Add +64.7% | 4,883 | $634K |
| Franklin Resources Inc. | 0.00% | No change | 4,770 | $620K |
| Gladstone Institutional Advisory LLC | 0.03% | New | 4,563 | $593K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.4% | 4,376 | $569K |
| Captrust Financial Advisors | 0.00% | Reduce -0.8% | 4,372 | $568K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -3.9% | 4,348 | $565K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 4,240 | $551K |
| Unionview, LLC | 0.40% | Add +0.5% | 4,224 | $549K |
| Northern Trust Corp. | 0.00% | No change | 4,200 | $546K |
| Stratos Wealth Advisors, LLC | 0.03% | New | 4,101 | $533K |
| Counterweight Ventures, LLC | 0.36% | Reduce -1.9% | 3,874 | $503K |
| Essex LLC | 0.11% | Reduce -1.9% | 3,860 | $502K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.0% | 3,731 | $485K |
| Fifth Third Securities, Inc. | 0.04% | Add +33.0% | 3,702 | $481K |
| Cottonwood Capital Advisors, LLC | 0.34% | Reduce -0.6% | 3,696 | $480K |
| Empirical Asset Management, LLC | 0.16% | Reduce -2.2% | 3,617 | $470K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.1% | 3,573 | $464K |
| Stifel Financial Corp. | 0.00% | Reduce -7.4% | 3,513 | $457K |
| Dakota Wealth Management | 0.01% | No change | 3,500 | $455K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.9% | 3,457 | $449K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 3,343 | $434K |
| Family Firm, Inc. | 0.09% | Add +0.4% | 3,159 | $411K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +111.1% | 3,095 | $402K |
| IFG Advisory, LLC | 0.02% | New | 3,092 | $402K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -28.3% | 2,869 | $397K |
| Spire Wealth Management | 0.01% | Reduce -1.6% | 2,842 | $369K |
| HFG Advisors, Inc. | 0.31% | Reduce -2.5% | 2,736 | $355K |
| Mattern Wealth Management LLC | 0.08% | No change | 2,706 | $352K |
| Adell Harriman & Carpenter Inc. | 0.02% | No change | 2,587 | $336K |
| Private Advisor Group, LLC | 0.00% | Reduce -45.3% | 2,580 | $335K |
| Wealth Management Partners, LLC | 0.14% | No change | 2,559 | $332K |
| Signal Advisors Wealth, LLC | 0.04% | Add +3.2% | 2,470 | $321K |
| Comerica Bank | 0.00% | Reduce -0.3% | 2,432 | $316K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,383 | $310K |
| Sovran Advisors, LLC | 0.04% | — | 2,174 | $292K |
| FMR LLC | 0.00% | Reduce -10.8% | 2,225 | $289K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +31.8% | 2,225 | $289K |
| Busey Bank | 0.01% | No change | 2,180 | $283K |
| Mariner, LLC | 0.00% | Reduce -25.7% | 2,175 | $283K |
| MAI Capital Management | 0.00% | Reduce -0.3% | 2,162 | $281K |
| Clear Creek Financial Management, LLC | 0.03% | Add +0.1% | 2,153 | $280K |
| Legacy Advisors, LLC | 0.03% | Add +0.5% | 2,148 | $279K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -49.5% | 2,145 | $279K |
| EP Wealth Advisors, LLC | 0.00% | Add +66.9% | 2,118 | $275K |
| Jones Financial Companies LLLP | 0.00% | Add +127.8% | 2,098 | $273K |
| Foguth Wealth Management, LLC. | 0.07% | Reduce -17.2% | 1,960 | $269K |
| Mutual Advisors, LLC | 0.01% | Reduce -78.2% | 1,949 | $266K |
| StoneX Group Inc. | 0.01% | Add +0.1% | 2,044 | $266K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.4% | 2,009 | $261K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.8% | 1,826 | $237K |
| Synovus Financial Corp. | 0.00% | Reduce -2.9% | 1,788 | $232K |
| Focus Financial Network, Inc. | 0.01% | Add +5.1% | 1,704 | $221K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -84.3% | 1,663 | $216K |
| Southern Capital Advisors, LLC | 0.12% | Add +0.5% | 1,624 | $211K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -16.5% | 1,618 | $210K |
| Coastal Bridge Advisors, LLC | 0.05% | No change | 1,613 | $210K |
| Jane Street Group, LLC | 0.00% | Reduce -90.3% | 1,559 | $203K |
"% 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.