iShares U.S. Basic MaterialsIYMETF

13F holders, Q3 2025 (September 30)
181holders −3
9new positions
13sold out
1famous investor
$148.22avg. 13F price*

At the end of Q3 2025, 181 institutions reported holding iShares U.S. Basic Materials (IYM) in their 13F filings, down 3 from Q2 2025. 9 opened new positions and 13 sold out. The largest holders were PGIM Custom Harvest LLC ($45.0M), Morgan Stanley ($33.5M) and Citigroup Inc. ($30.2M). 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

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 2025 → Q3 2025

InstitutionsTotal Value
New Positions9$1.1M
Exits13$47.8M

All 13F filers, Q2 2025 → Q3 2025: 48,980 shares bought and 626,821 shares sold, net −577,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 181 holders

PGIM Custom Harvest LLC 0.68% Reduce -0.8% 303,690 $45.0M
Morgan Stanley 0.00% Reduce -5.2% 226,268 $33.5M
Citigroup Inc. 0.02% Reduce -49.6% 203,813 $30.2M
Bank of America Corp. 0.00% Reduce -1.5% 129,853 $19.2M
Commerce Bank 0.09% Reduce -2.1% 113,584 $16.8M
LPL Financial LLC 0.00% Add +13.1% 100,643 $14.9M
UBS Group AG 0.00% Reduce -1.6% 78,077 $11.6M
Wells Fargo & Company 0.00% Reduce -0.2% 69,296 $10.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -2.5% 67,620 $10.0M
Royal Bank of Canada 0.00% Add +3.0% 48,904 $7.2M
Susquehanna International Group, LLP 0.01% Add +45.1% 46,024 $6.8M
Goldman Sachs Group Inc. 0.00% Add +4.8% 44,616 $6.6M
Commonwealth Equity Services, LLC 0.01% Add +4.4% 31,822 $4.7M
Bank of Nova Scotia 0.01% No change 25,400 $3.8M
MML Investors Services, LLC 0.01% Add +4.9% 21,501 $3.2M
Raymond James Financial Inc. 0.00% Reduce -3.2% 17,729 $2.6M
Osaic Holdings, Inc. 0.00% Reduce -6.7% 16,970 $2.5M
Cetera Investment Advisers 0.00% Reduce -2.0% 16,351 $2.4M
AE Wealth Management LLC 0.01% Add +0.4% 15,805 $2.3M
Citadel Advisors 0.00% Reduce -58.7% 15,367 $2.3M
Sanctuary Advisors, LLC 0.01% Add +16.3% 12,777 $1.9M
Focus Partners Wealth 0.00% Reduce -3.3% 12,211 $1.8M
Pathway Financial Advisors LLC 0.23% Reduce -2.5% 11,862 $1.8M
Composition Wealth, LLC 0.03% Add +0.4% 11,732 $1.7M
Rockefeller Capital Management L.P. 0.00% Reduce -0.3% 10,771 $1.6M
First Citizens Financial Corp 0.67% Reduce -2.5% 9,127 $1.4M
Gladstone Institutional Advisory LLC 0.05% Add +6.0% 8,822 $1.3M
Mutual Advisors, LLC 0.03% Add +5.1% 8,147 $1.2M
Navis Wealth Advisors, LLC 0.90% Add +0.4% 8,054 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +3.1% 7,081 $1.0M
&partners 0.01% Reduce -1.6% 6,792 $1.0M
Envestnet Asset Management Inc. 0.00% Reduce -21.9% 6,525 $967K
Bank of Montreal 0.00% Reduce -17.6% 6,447 $956K
Roberts Glore & Co. Inc. 0.24% Reduce -0.1% 5,894 $874K
Daiwa Securities Group Inc. 0.00% No change 5,350 $793K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.1% 5,009 $742K
PNC Financial Services Group, Inc. 0.00% Reduce -9.3% 4,855 $720K
Ameriprise Financial Inc. 0.00% Reduce -9.2% 4,833 $717K
Franklin Resources Inc. 0.00% No change 4,770 $707K
Fifth Third Securities, Inc. 0.05% Reduce -4.3% 4,479 $664K
Simmons Bank 0.04% Reduce -0.6% 4,083 $605K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.0% 3,931 $590K
Stifel Financial Corp. 0.00% Add +43.1% 3,968 $588K
Kestra Advisory Services, LLC 0.00% Add +0.8% 3,949 $585K
Counterweight Ventures, LLC 0.33% Reduce -0.8% 3,825 $567K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -3.4% 3,746 $555K
Cottonwood Capital Advisors, LLC 0.40% Add +0.6% 3,680 $545K
Bartlett & Co. Wealth Management LLC 0.01% No change 3,618 $536K
Empirical Asset Management, LLC 0.15% No change 3,595 $533K
Essex LLC 0.10% Reduce -0.7% 3,594 $533K
Geneos Wealth Management Inc. 0.01% No change 3,516 $521K
Dakota Wealth Management 0.01% No change 3,500 $519K
Sovran Advisors, LLC 0.05% Reduce -6.3% 3,587 $515K
Park Avenue Securities LLC 0.00% Add +5.8% 3,467 $514K
Jones Financial Companies LLLP 0.00% Add +38.5% 3,450 $508K
Pathstone Holdings, LLC 0.00% Add +9.0% 3,285 $487K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.5% 3,224 $478K
United Capital Financial Advisors, LLC 0.00% No change 3,037 $450K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -12.8% 3,005 $445K
Captrust Financial Advisors 0.00% Reduce -24.0% 2,999 $444K
Spire Wealth Management 0.01% Add +0.2% 2,863 $424K
Mariner, LLC 0.00% Reduce -5.8% 2,817 $417K
Coastal Bridge Advisors, LLC 0.03% No change 2,769 $410K
Sachetta, LLC 0.15% Reduce -43.8% 2,760 $409K
HFG Advisors, Inc. 0.28% Reduce -5.8% 2,576 $382K
Comerica Bank 0.00% Add +3.3% 2,566 $380K
Private Advisor Group, LLC 0.00% Reduce -2.0% 2,542 $377K
Wealth Management Partners, LLC 0.12% Add +3.4% 2,534 $376K
Whittier Trust Co. of Nevada Inc. 0.01% No change 2,500 $374K
Mattern Wealth Management LLC 0.07% Reduce -3.1% 2,499 $370K
Arkadios Wealth Advisors 0.01% Reduce -4.4% 2,450 $363K
Stonebridge Financial Planning Group, LLC 0.13% Reduce -17.8% 2,418 $358K
Patriot Investment Management Group, Inc. 0.02% No change 2,383 $353K
FMR LLC 0.00% Add +1.8% 2,348 $348K
Conservest Capital Advisors, Inc. 0.03% No change 2,310 $342K
Mercer Global Advisors Inc. 0.00% Reduce -0.8% 2,306 $342K
Lakeshore Capital Group, Inc. 0.27% Add +0.7% 2,279 $338K
StoneX Group Inc. 0.01% Reduce -15.3% 2,222 $329K
Legacy Advisors, LLC 0.04% — 2,172 $322K
Debussy Capital Management LP 0.04% No change 2,109 $313K
Clear Creek Financial Management, LLC 0.03% Reduce -0.2% 2,103 $312K
NorthRock Partners, LLC 0.01% Add +43.3% 2,068 $306K
JPMorgan Chase & Co. 0.00% Add +10.0% 2,050 $304K
Ethos Financial Group, LLC 0.02% No change 2,042 $303K
MAI Capital Management 0.00% Add +8.1% 1,973 $292K
Magnus Financial Group LLC 0.02% Add +0.1% 1,945 $288K
Quantinno Capital Management LP 0.00% Add +12.7% 1,758 $261K
NewEdge Advisors, LLC 0.00% Add +1003.8% 1,755 $260K
Retirement Planning Group, LLC 0.01% New 1,747 $259K
Snowden Capital Advisors LLC 0.01% Reduce -1.4% 1,743 $258K
GTS Securities LLC 0.01% Reduce -93.1% 1,721 $255K
Sequoia Financial Advisors, LLC 0.00% No change 1,705 $253K
Southern Capital Advisors, LLC 0.11% Add +0.4% 1,642 $243K
CreativeOne Wealth, LLC 0.01% Add +6.1% 1,593 $236K
Adell Harriman & Carpenter Inc. 0.01% No change 1,587 $235K
Busey Bank 0.01% Reduce -11.4% 1,548 $229K
Cwm, LLC 0.00% Reduce -1.6% 1,547 $229K
First Heartland Consultants, Inc. 0.02% Reduce -0.6% 1,536 $228K
Gilman Hill Asset Management, LLC 0.03% No change 1,500 $222K
Beacon Pointe Advisors, LLC 0.00% Reduce -33.9% 1,468 $218K
Synovus Financial Corp. 0.00% Add +0.1% 1,457 $216K
Trueblood Wealth Management, LLC 0.08% Add +0.4% 1,441 $214K
Baird Financial Group, Inc. 0.00% Reduce -1.2% 1,434 $213K
Ifrah Financial Services, Inc. 0.05% Reduce -0.6% 1,421 $211K
HighTower Advisors, LLC 0.00% New 1,412 $209K
Brighton Jones LLC 0.00% New 1,374 $204K
Cardinal Point Capital Management ULC 0.01% New 1,365 $202K
Picton Mahoney Asset Management 0.00% Add +30.0% 1,300 $193K
Independence Bank of Kentucky 0.02% Reduce -4.2% 1,245 $185K
US Bancorp \de 0.00% No change 1,199 $178K
Glass Jacobson Investment Advisors llc 0.06% No change 1,114 $165K
Piscataqua Savings Bank 0.12% No change 1,020 $151K
Wealthspire Advisors, LLC 0.00% New 1,014 $150K
Montag A & Associates Inc. 0.01% No change 1,000 $148K
Qube Research & Technologies Ltd 0.00% Add +0.5% 892 $132K
AlphaCore Capital LLC 0.00% No change 784 $116K
IFP Advisors, Inc 0.00% No change 673 $100K
GPS Wealth Strategies Group, LLC 0.01% No change 625 $93K
American National Bank & Trust 0.01% No change 617 $91K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 598 $89K
Blair William & Co. 0.00% Add +794.9% 528 $78K
Cranbrook Wealth Management, LLC 0.01% Reduce -45.1% 495 $73K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 490 $73K
Truvestments Capital LLC 0.01% No change 475 $70K
O'shaughnessy Asset Management, LLC 0.00% No change 457 $68K
Allworth Financial LP 0.00% No change 420 $62K
Tower Research Capital LLC (TRC) 0.00% Reduce -71.0% 417 $62K
BlackRock, Inc. 0.00% No change 410 $61K
United Financial Planning Group LLC 0.04% — 276 $57K
Providence Capital Advisors, LLC 0.01% No change 376 $56K
Colonial Trust Co / SC 0.01% No change 350 $52K
Parkside Financial Bank & Trust 0.00% New 350 $52K
Field & Main Bank 0.01% No change 335 $50K
Founders Capital Management 0.02% No change 250 $37K
Capital Investment Advisory Services, LLC 0.00% No change 242 $36K
CoreCap Advisors, LLC 0.00% No change 239 $35K
Rosenberg Matthew Hamilton 0.01% No change 230 $34K
Parallel Advisors, LLC 0.00% No change 230 $34K
BankPlus Trust Department 0.01% No change 214 $32K
Smithfield Trust Co 0.00% No change 200 $30K
Strategic Wealth Partners, Ltd. 0.00% No change 200 $30K
Farmers & Merchants Investments Inc. 0.00% No change 185 $27K
Caldwell Sutter Capital, Inc. 0.01% No change 180 $27K
New Republic Capital, LLC 0.01% No change 180 $27K
Lanark Financial, Inc. 0.00% No change 177 $26K
Abound Wealth Management 0.01% No change 176 $26K
Wilmington Savings Fund Society, FSB 0.00% No change 172 $25K
Farther Finance Advisors, LLC 0.00% Reduce -39.7% 170 $25K
Mycio Wealth Partners, LLC 0.01% No change 160 $24K
Westside Investment Management, Inc. 0.00% No change 160 $24K
CX Institutional 0.00% Reduce -68.6% 150 $22K
Advisory Services Network, LLC 0.00% New 137 $20K
1620 Investment Advisors, Inc. 0.01% No change 130 $19K
CENTRAL TRUST Co 0.00% No change 123 $18K
Harbour Investments, Inc. 0.00% No change 118 $17K
Salem Investment Counselors Inc. 0.00% No change 115 $17K
Armstrong Advisory Group, Inc. 0.00% Reduce -3.4% 113 $17K
Front Row Advisors LLC 0.01% Reduce -15.4% 110 $16K
CIBC Private Wealth Group LLC 0.00% Add +32.5% 110 $16K
Anchor Investment Management, LLC 0.00% No change 105 $16K
Harbor Investment Advisory, LLC 0.00% No change 100 $15K
Davis Capital Management 0.01% — 88 $13K
MTM Investment Management, LLC 0.00% No change 85 $13K
Aptus Capital Advisors, LLC 0.00% No change 75 $11K
Golden State Wealth Management, LLC 0.00% No change 72 $11K
Private Trust Co. NA 0.00% No change 70 $10K
Clark Wealth Partners 0.01% New 63 $10K
Federation des caisses Desjardins du Quebec 0.00% No change 55 $8K
Ameritas Advisory Services, LLC 0.00% Reduce -95.6% 45 $7K
AdvisorNet Financial, Inc 0.00% No change 45 $7K
SouthState Bank Corp 0.00% No change 30 $4K
Ameritas Investment Partners, Inc. 0.00% No change 30 $4K
Russell Investments Group, Ltd. 0.00% No change 27 $4K
Tsfg, LLC 0.00% No change 27 $4K
Sunbelt Securities, Inc. 0.00% Reduce -17.9% 23 $3K
HighMark Wealth Management LLC 0.00% No change 6 $918
Proathlete Wealth Management LLC 0.00% Add +50.0% 3 $448
Register Financial Advisors LLC 0.00% No change 2 $296
REAP Financial Group, LLC 0.00% No change 1 $148
TD Waterhouse Canada Inc. 0.00% No change 1 $147
Smartleaf Asset Management LLC 0.00% New 1 $116

"% 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.