iShares U.S. Basic MaterialsIYMETF
13F holders, Q1 2025 (March 31)183holders +5
18new positions
13sold out
1famous investor
$134.76avg. 13F price*
At the end of Q1 2025, 183 institutions reported holding iShares U.S. Basic Materials (IYM) in their 13F filings, up 5 from Q4 2024. 18 opened new positions and 13 sold out. The largest holders were Citigroup Inc. ($61.0M), PGIM Custom Harvest LLC ($40.7M) and Morgan Stanley ($36.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $6.6M |
| Exits | 13 | $7.9M |
All 13F filers, Q4 2024 → Q1 2025: 132,739 shares bought and 232,710 shares sold, net −99,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 183 holders
| Citigroup Inc. | 0.05% | Add +0.1% | 452,739 | $61.0M |
| PGIM Custom Harvest LLC | 0.97% | Add +1.1% | 301,931 | $40.7M |
| Morgan Stanley | 0.00% | Add +2.5% | 268,831 | $36.2M |
| Bank of America Corp. | 0.00% | Reduce -2.6% | 125,352 | $16.9M |
| Commerce Bank | 0.10% | Reduce -5.0% | 120,939 | $16.3M |
| UBS Group AG | 0.00% | Reduce -15.9% | 85,424 | $11.5M |
| LPL Financial LLC | 0.00% | Add +9.6% | 83,942 | $11.3M |
| Wells Fargo & Company | 0.00% | Reduce -15.3% | 73,125 | $9.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.5% | 71,150 | $9.6M |
| Royal Bank of Canada | 0.00% | Reduce -37.0% | 47,685 | $6.4M |
| Bank of Nova Scotia | 0.01% | No change | 33,100 | $4.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.6% | 33,027 | $4.5M |
| Citadel Advisors | 0.00% | Add +130.7% | 31,677 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.6% | 30,355 | $4.1M |
| Curi Capital, LLC | 0.08% | New | 23,027 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +26.9% | 22,311 | $3.0M |
| National Bank of Canada | 0.00% | Reduce -6.5% | 22,072 | $3.0M |
| Sachetta, LLC | 1.20% | Reduce -50.4% | 21,799 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +6.0% | 19,576 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Add +7.1% | 17,231 | $2.3M |
| Cetera Investment Advisers | 0.00% | Reduce -2.8% | 16,488 | $2.2M |
| AE Wealth Management LLC | 0.02% | Add +1918.5% | 14,412 | $1.9M |
| Focus Partners Wealth | 0.00% | Reduce -22.7% | 12,893 | $1.7M |
| Pathway Financial Advisors LLC | 0.30% | No change | 12,248 | $1.7M |
| First Citizens Financial Corp | 0.87% | Reduce -1.6% | 11,351 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.1% | 11,302 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -2.1% | 10,088 | $1.4M |
| GTS Securities LLC | 0.06% | Reduce -40.1% | 10,053 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.8% | 9,876 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +84.6% | 8,422 | $1.1M |
| Navis Wealth Advisors, LLC | 1.06% | Add +0.3% | 7,993 | $1.1M |
| &partners | 0.01% | Reduce -17.6% | 7,269 | $975K |
| Bank of Montreal | 0.00% | Add +2.9% | 7,011 | $945K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.1% | 6,627 | $893K |
| Roberts Glore & Co. Inc. | 0.24% | Reduce -5.6% | 5,903 | $796K |
| Jane Street Group, LLC | 0.00% | Add +266.1% | 5,707 | $769K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.0% | 5,355 | $722K |
| Ameriprise Financial Inc. | 0.00% | Reduce -79.8% | 5,287 | $713K |
| Matauro, LLC | 0.14% | Reduce -16.4% | 5,207 | $702K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.6% | 5,005 | $675K |
| Daiwa Securities Group Inc. | 0.00% | No change | 5,000 | $674K |
| Franklin Resources Inc. | 0.00% | No change | 4,770 | $643K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +15.0% | 4,716 | $636K |
| Fifth Third Securities, Inc. | 0.05% | Add +21.3% | 4,489 | $605K |
| Family Firm, Inc. | 0.13% | Add +40.9% | 4,452 | $600K |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 4,373 | $589K |
| D.A. Davidson & Co. | 0.00% | New | 4,340 | $585K |
| Simmons Bank | 0.04% | Reduce -19.2% | 4,223 | $569K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -7.0% | 3,945 | $532K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.1% | 3,933 | $530K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -10.1% | 3,908 | $527K |
| Counterweight Ventures, LLC | 0.37% | No change | 3,874 | $522K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.5% | 3,823 | $515K |
| Cottonwood Capital Advisors, LLC | 0.36% | Reduce -0.9% | 3,664 | $494K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.0% | 3,622 | $488K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +123.6% | 3,618 | $488K |
| Empirical Asset Management, LLC | 0.17% | Reduce -0.6% | 3,595 | $485K |
| Dakota Wealth Management | 0.01% | No change | 3,500 | $472K |
| Essex LLC | 0.10% | Reduce -9.4% | 3,496 | $471K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 3,343 | $451K |
| Jones Financial Companies LLLP | 0.00% | Add +54.1% | 3,233 | $433K |
| Stonebridge Financial Planning Group, LLC | 0.19% | Reduce -39.7% | 3,152 | $425K |
| IFG Advisory, LLC | 0.02% | Add +0.3% | 3,101 | $418K |
| Mercer Global Advisors Inc. | 0.00% | Add +42.0% | 3,046 | $411K |
| Pathstone Holdings, LLC | 0.00% | Reduce -15.6% | 3,015 | $406K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.7% | 2,881 | $388K |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.4% | 2,862 | $386K |
| Spire Wealth Management | 0.01% | Add +0.3% | 2,850 | $384K |
| Coastal Bridge Advisors, LLC | 0.05% | Add +75.8% | 2,835 | $382K |
| Park Avenue Securities LLC | 0.00% | New | 2,798 | $377K |
| HFG Advisors, Inc. | 0.32% | No change | 2,736 | $369K |
| Mattern Wealth Management LLC | 0.08% | No change | 2,706 | $365K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.1% | 2,694 | $363K |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.8% | 2,649 | $357K |
| Private Advisor Group, LLC | 0.00% | Add +2.3% | 2,639 | $356K |
| Sovran Advisors, LLC | 0.05% | Add +28.5% | 2,794 | $355K |
| Arkadios Wealth Advisors | 0.01% | New | 2,582 | $348K |
| Wealth Management Partners, LLC | 0.16% | No change | 2,559 | $345K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +201.6% | 2,500 | $337K |
| Mariner, LLC | 0.00% | Add +14.9% | 2,499 | $337K |
| Stifel Financial Corp. | 0.00% | Reduce -29.3% | 2,484 | $335K |
| Comerica Bank | 0.00% | Add +1.0% | 2,457 | $331K |
| Ethos Financial Group, LLC | 0.03% | New | 2,397 | $323K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,383 | $321K |
| FMR LLC | 0.00% | Add +5.5% | 2,347 | $316K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.3% | 2,218 | $299K |
| Legacy Advisors, LLC | 0.03% | Add +0.4% | 2,156 | $291K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -2.3% | 2,103 | $283K |
| StoneX Group Inc. | 0.02% | Add +1.9% | 2,082 | $281K |
| Lakeshore Capital Group, Inc. | 0.27% | New | 2,076 | $280K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,070 | $279K |
| IHT Wealth Management, LLC | 0.01% | New | 2,028 | $273K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +121.0% | 2,232 | $268K |
| MAI Capital Management | 0.00% | Reduce -9.0% | 1,968 | $265K |
| Mutual Advisors, LLC | 0.01% | No change | 1,949 | $253K |
| Magnus Financial Group LLC | 0.02% | New | 1,868 | $252K |
| Busey Bank | 0.01% | Reduce -14.9% | 1,854 | $250K |
| Cwm, LLC | 0.00% | Add +167.0% | 1,797 | $242K |
| Synovus Financial Corp. | 0.00% | Add +0.1% | 1,790 | $241K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.2% | 1,768 | $238K |
"% 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.