iShares U.S. Basic MaterialsIYMETF

13F holders, Q2 2025 (June 30)
184holders +1
17new positions
15sold out
1famous investor
$140.05avg. 13F price*

At the end of Q2 2025, 184 institutions reported holding iShares U.S. Basic Materials (IYM) in their 13F filings, up 1 from Q1 2025. 17 opened new positions and 15 sold out. The largest holders were Citigroup Inc. ($56.7M), Manufacturers Life Insurance Company, The ($44.3M) and PGIM Custom Harvest LLC ($42.9M). 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions17$48.4M
Exits15$9.4M

All 13F filers, Q1 2025 → Q2 2025: 446,950 shares bought and 209,746 shares sold, net +237,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 184 holders

Citigroup Inc. 0.04% Reduce -10.6% 404,744 $56.7M
Manufacturers Life Insurance Company, The 0.04% New 316,252 $44.3M
PGIM Custom Harvest LLC 0.88% Add +1.4% 306,221 $42.9M
Morgan Stanley 0.00% Reduce -11.2% 238,644 $33.4M
Bank of America Corp. 0.00% Add +5.2% 131,814 $18.5M
Commerce Bank 0.10% Reduce -4.0% 116,082 $16.3M
LPL Financial LLC 0.00% Add +6.0% 89,015 $12.5M
UBS Group AG 0.00% Reduce -7.1% 79,373 $11.1M
Wells Fargo & Company 0.00% Reduce -5.1% 69,423 $9.7M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -2.6% 69,330 $9.7M
Royal Bank of Canada 0.00% Reduce -0.4% 47,493 $6.6M
Goldman Sachs Group Inc. 0.00% Add +28.9% 42,570 $6.0M
Citadel Advisors 0.00% Add +17.4% 37,185 $5.2M
Susquehanna International Group, LLP 0.01% Add +1008.4% 31,722 $4.4M
Commonwealth Equity Services, LLC 0.01% Add +0.4% 30,479 $4.3M
Bank of Nova Scotia 0.01% Reduce -23.3% 25,400 $3.6M
GTS Securities LLC 0.15% Add +146.7% 24,796 $3.5M
MML Investors Services, LLC 0.01% Add +4.7% 20,500 $2.9M
Raymond James Financial Inc. 0.00% Add +6.2% 18,307 $2.6M
Osaic Holdings, Inc. 0.00% Reduce -18.4% 18,195 $2.5M
Cetera Investment Advisers 0.00% Add +1.2% 16,692 $2.3M
AE Wealth Management LLC 0.02% Add +9.2% 15,740 $2.2M
Focus Partners Wealth 0.00% Reduce -2.0% 12,631 $1.8M
Pathway Financial Advisors LLC 0.25% Reduce -0.6% 12,172 $1.7M
Composition Wealth, LLC 0.03% New 11,683 $1.6M
Sanctuary Advisors, LLC 0.01% Add +308.0% 10,991 $1.5M
Rockefeller Capital Management L.P. 0.00% Reduce -4.4% 10,807 $1.5M
Corient Private Wealth LP 0.00% Reduce -6.0% 9,488 $1.3M
First Citizens Financial Corp 0.72% Reduce -17.5% 9,362 $1.3M
Envestnet Asset Management Inc. 0.00% Reduce -15.4% 8,356 $1.2M
Gladstone Institutional Advisory LLC 0.05% Reduce -1.1% 8,325 $1.2M
Mutual Advisors, LLC 0.03% Add +297.6% 7,750 $1.1M
Navis Wealth Advisors, LLC 0.95% Add +0.3% 8,021 $1.1M
Bank of Montreal 0.00% Add +11.6% 7,826 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +3.7% 6,870 $962K
&partners 0.01% Reduce -5.1% 6,899 $961K
Roberts Glore & Co. Inc. 0.24% No change 5,903 $826K
PNC Financial Services Group, Inc. 0.00% No change 5,355 $750K
Daiwa Securities Group Inc. 0.00% Add +7.0% 5,350 $749K
Ameriprise Financial Inc. 0.00% Add +0.7% 5,325 $746K
Stratos Wealth Advisors, LLC 0.04% Add +8.8% 5,132 $719K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.0% 5,006 $701K
Sachetta, LLC 0.27% Reduce -77.5% 4,910 $687K
Franklin Resources Inc. 0.00% No change 4,770 $668K
Fifth Third Securities, Inc. 0.05% Add +4.3% 4,680 $655K
Matauro, LLC 0.12% Reduce -13.1% 4,526 $634K
Simmons Bank 0.04% Reduce -2.7% 4,108 $575K
Captrust Financial Advisors 0.00% Reduce -9.7% 3,948 $553K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.4% 3,818 $552K
Sovran Advisors, LLC 0.06% Add +37.1% 3,830 $550K
Kestra Advisory Services, LLC 0.00% Reduce -0.4% 3,918 $549K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.8% 3,878 $543K
Counterweight Ventures, LLC 0.35% Reduce -0.4% 3,857 $540K
Cottonwood Capital Advisors, LLC 0.34% Reduce -0.1% 3,659 $512K
Essex LLC 0.10% Add +3.5% 3,619 $507K
Bartlett & Co. Wealth Management LLC 0.01% No change 3,618 $507K
Empirical Asset Management, LLC 0.16% No change 3,595 $503K
Geneos Wealth Management Inc. 0.01% Add +186.3% 3,516 $492K
Dakota Wealth Management 0.01% No change 3,500 $490K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -12.7% 3,445 $482K
Park Avenue Securities LLC 0.00% Add +17.2% 3,278 $459K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -17.7% 3,147 $441K
United Capital Financial Advisors, LLC 0.00% Reduce -9.2% 3,037 $425K
Pathstone Holdings, LLC 0.00% No change 3,015 $422K
Mariner, LLC 0.00% Add +19.7% 2,991 $419K
Stonebridge Financial Planning Group, LLC 0.17% Reduce -6.7% 2,942 $412K
Spire Wealth Management 0.01% Add +0.3% 2,858 $400K
Stifel Financial Corp. 0.00% Add +11.6% 2,773 $388K
Coastal Bridge Advisors, LLC 0.03% Reduce -2.3% 2,769 $388K
HFG Advisors, Inc. 0.30% No change 2,736 $383K
StoneX Group Inc. 0.02% Add +26.1% 2,625 $367K
Private Advisor Group, LLC 0.00% Reduce -1.7% 2,593 $363K
Mattern Wealth Management LLC 0.08% Reduce -4.7% 2,579 $361K
Arkadios Wealth Advisors 0.01% Reduce -0.7% 2,563 $359K
Wealth Management Partners, LLC 0.12% Reduce -4.3% 2,450 $351K
Whittier Trust Co. of Nevada Inc. 0.01% No change 2,500 $350K
Comerica Bank 0.00% Add +1.1% 2,483 $348K
Jones Financial Companies LLLP 0.00% Reduce -22.9% 2,491 $347K
Patriot Investment Management Group, Inc. 0.02% No change 2,383 $334K
Mercer Global Advisors Inc. 0.00% Reduce -23.7% 2,324 $325K
Conservest Capital Advisors, Inc. 0.03% New 2,310 $323K
FMR LLC 0.00% Reduce -1.7% 2,307 $323K
Lakeshore Capital Group, Inc. 0.28% Add +9.0% 2,263 $317K
Beacon Pointe Advisors, LLC 0.00% Add +0.1% 2,220 $311K
Debussy Capital Management LP 0.04% New 2,109 $295K
Clear Creek Financial Management, LLC 0.03% Add +0.2% 2,108 $295K
Ethos Financial Group, LLC 0.02% Reduce -14.8% 2,042 $286K
Magnus Financial Group LLC 0.02% Add +4.1% 1,944 $272K
Belvedere Trading LLC 0.02% New 1,872 $262K
JPMorgan Chase & Co. 0.00% Reduce -29.7% 1,863 $261K
Focus Financial Network, Inc. 0.01% Add +7.1% 1,850 $259K
MAI Capital Management 0.00% Reduce -7.2% 1,826 $256K
Snowden Capital Advisors LLC 0.01% No change 1,768 $248K
Busey Bank 0.01% Reduce -5.7% 1,748 $245K
Sequoia Financial Advisors, LLC 0.00% Reduce -17.6% 1,705 $239K
Southern Capital Advisors, LLC 0.12% Add +0.4% 1,635 $229K
Adell Harriman & Carpenter Inc. 0.01% No change 1,587 $222K
Cwm, LLC 0.00% Reduce -12.5% 1,572 $220K
Quantinno Capital Management LP 0.00% New 1,560 $219K
First Heartland Consultants, Inc. 0.02% Reduce -5.4% 1,545 $216K

"% 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 184 holders