iShares U.S. Basic MaterialsIYMETF

13F holders, Q4 2025 (December 31)
200holders +19
23new positions
11sold out
1famous investor
$154.13avg. 13F price*

At the end of Q4 2025, 200 institutions reported holding iShares U.S. Basic Materials (IYM) in their 13F filings, up 19 from Q3 2025. 23 opened new positions and 11 sold out. The largest holders were Manufacturers Life Insurance Company, The ($72.0M), PGIM Custom Harvest LLC ($46.7M) and Morgan Stanley ($39.9M). One famous investor held it Steve Cohen (0.0% of Point72 Asset Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions23$83.0M
Exits11$3.2M

All 13F filers, Q3 2025 → Q4 2025: 635,489 shares bought and 233,048 shares sold, net +402,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 200 holders

Manufacturers Life Insurance Company, The 0.06% New 467,440 $72.0M
PGIM Custom Harvest LLC 0.69% Reduce -0.1% 303,517 $46.7M
Morgan Stanley 0.00% Add +14.6% 259,215 $39.9M
Bank of America Corp. 0.00% Add +4.4% 135,534 $20.9M
Commerce Bank 0.09% Reduce -2.1% 111,174 $17.1M
LPL Financial LLC 0.00% Add +1.0% 101,607 $15.6M
UBS Group AG 0.00% Add +2.0% 79,669 $12.3M
Wells Fargo & Company 0.00% Add +7.5% 74,466 $11.5M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -0.3% 67,428 $10.4M
Citigroup Inc. 0.01% Reduce -73.6% 53,831 $8.3M
Royal Bank of Canada 0.00% Reduce -23.4% 37,452 $5.8M
Goldman Sachs Group Inc. 0.00% Reduce -18.2% 36,510 $5.6M
Three Seasons Wealth, LLC 0.49% New 33,290 $5.1M
Commonwealth Equity Services, LLC 0.01% Reduce -8.7% 29,063 $4.5M
Bank of Nova Scotia 0.01% No change 25,400 $3.9M
Raymond James Financial Inc. 0.00% Add +39.1% 24,662 $3.8M
Susquehanna International Group, LLP 0.00% Reduce -53.4% 21,453 $3.3M
MML Investors Services, LLC 0.01% Reduce -2.5% 20,964 $3.2M
Osaic Holdings, Inc. 0.00% Add +18.4% 20,099 $3.1M
Financial Planning Fort Collins, LLC 2.55% — 18,847 $2.9M
AE Wealth Management LLC 0.02% Add +9.5% 17,300 $2.7M
Cetera Investment Advisers 0.00% Reduce -1.1% 16,179 $2.5M
Focus Partners Wealth 0.00% Add +12.3% 13,714 $2.1M
Private Advisor Group, LLC 0.01% Add +414.1% 13,068 $2.0M
Sanctuary Advisors, LLC 0.01% Add +0.8% 12,880 $2.0M
Pathway Financial Advisors LLC 0.23% Reduce -4.1% 11,377 $1.9M
Composition Wealth, LLC 0.03% Add +0.5% 11,789 $1.8M
Rockefeller Capital Management L.P. 0.00% Add +7.8% 11,606 $1.8M
Gladstone Institutional Advisory LLC 0.05% Add +6.1% 9,364 $1.4M
Bank of Montreal 0.00% Add +42.6% 9,193 $1.4M
First Citizens Financial Corp 0.68% Reduce -1.7% 8,968 $1.4M
Corient Private Wealth LP 0.00% New 8,792 $1.4M
Navis Wealth Advisors, LLC 0.53% Add +0.5% 8,094 $1.2M
Mutual Advisors, LLC 0.03% Reduce -1.8% 8,001 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +0.0% 7,082 $1.1M
&partners 0.01% Add +3.8% 7,052 $1.1M
Envestnet Asset Management Inc. 0.00% Add +4.1% 6,793 $1.0M
Bartlett & Co. Wealth Management LLC 0.01% Add +71.3% 6,196 $954K
Beacon Pointe Advisors, LLC 0.01% Add +319.4% 6,156 $948K
Roberts Glore & Co. Inc. 0.24% No change 5,894 $907K
Astoria Portfolio Advisors LLC. 0.20% New 4,642 $860K
Point72 Asset Management 0.00% New 5,429 $836K
Orion Porfolio Solutions, LLC 0.01% New 5,048 $777K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -0.4% 4,987 $768K
Ameriprise Financial Inc. 0.00% Add +0.2% 4,841 $748K
PNC Financial Services Group, Inc. 0.00% Reduce -0.4% 4,835 $744K
Franklin Resources Inc. 0.00% No change 4,770 $734K
Sovran Advisors, LLC 0.06% Add +18.4% 4,248 $724K
Cambridge Investment Research Advisors, Inc. 0.00% Add +31.9% 4,251 $654K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.8% 4,000 $652K
Simmons Bank 0.04% Add +1.3% 4,136 $637K
Kestra Advisory Services, LLC 0.00% Add +3.5% 4,086 $629K
Stifel Financial Corp. 0.00% Reduce -1.6% 3,906 $601K
Counterweight Ventures, LLC 0.33% Add +0.5% 3,845 $592K
FMR LLC 0.00% Add +59.1% 3,735 $575K
Park Avenue Securities LLC 0.00% Add +7.0% 3,710 $571K
Jones Financial Companies LLLP 0.00% Add +7.1% 3,694 $569K
Cottonwood Capital Advisors, LLC 0.40% No change 3,680 $567K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -2.6% 3,648 $562K
Essex LLC 0.10% Reduce -1.5% 3,540 $545K
Dakota Wealth Management 0.01% No change 3,500 $539K
Empirical Asset Management, LLC 0.15% Reduce -3.5% 3,469 $534K
Smartleaf Asset Management LLC 0.02% Add +328900.0% 3,290 $512K
Geneos Wealth Management Inc. 0.01% Reduce -6.8% 3,276 $504K
United Capital Financial Advisors, LLC 0.00% Add +1.0% 3,068 $472K
Pathstone Holdings, LLC 0.00% Reduce -8.2% 3,015 $464K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -1.3% 2,965 $456K
Gsa Capital Partners LLP 0.04% New 2,920 $450K
First Heartland Consultants, Inc. 0.03% Add +86.8% 2,870 $442K
Wealth Management Partners, LLC 0.13% Add +13.2% 2,868 $442K
Mariner, LLC 0.00% Add +1.6% 2,861 $441K
Coastal Bridge Advisors, LLC 0.03% No change 2,769 $426K
Captrust Financial Advisors 0.00% Reduce -9.0% 2,730 $420K
NewEdge Advisors, LLC 0.00% Add +50.2% 2,636 $406K
HFG Advisors, Inc. 0.29% No change 2,576 $397K
Spire Wealth Management 0.01% Reduce -10.2% 2,570 $396K
Comerica Bank 0.00% Add +0.2% 2,570 $396K
Fifth Third Securities, Inc. 0.03% Reduce -42.7% 2,567 $395K
Wealthspire Advisors, LLC 0.00% Add +153.1% 2,566 $395K
Mattern Wealth Management LLC 0.07% Reduce -2.2% 2,445 $376K
Patriot Investment Management Group, Inc. 0.02% No change 2,383 $367K
Arkadios Wealth Advisors 0.01% Reduce -4.2% 2,348 $361K
Conservest Capital Advisors, Inc. 0.03% No change 2,310 $356K
Debussy Capital Management LP 0.05% Add +7.6% 2,269 $349K
Lakeshore Capital Group, Inc. 0.28% Reduce -1.0% 2,257 $348K
Sachetta, LLC 0.19% Reduce -18.2% 2,257 $347K
Mercer Global Advisors Inc. 0.00% Reduce -3.2% 2,232 $344K
Legacy Advisors, LLC 0.04% Add +0.5% 2,183 $336K
Stonebridge Financial Planning Group, LLC 0.12% Reduce -13.0% 2,104 $324K
Clear Creek Financial Management, LLC 0.03% No change 2,103 $324K
StoneX Group Inc. 0.01% Reduce -6.0% 2,088 $322K
Quantinno Capital Management LP 0.00% Add +18.7% 2,087 $321K
Old Mission Capital LLC 0.01% New 2,087 $321K
NorthRock Partners, LLC 0.01% Reduce -0.1% 2,067 $318K
CreativeOne Wealth, LLC 0.01% Add +28.9% 2,053 $316K
Ethos Financial Group, LLC 0.02% No change 2,042 $314K
Magnus Financial Group LLC 0.02% Add +4.6% 2,035 $313K
Virtue Capital Management, LLC 0.05% New 1,972 $309K
MAI Capital Management 0.00% Add +1.4% 2,001 $308K
Retirement Planning Group, LLC 0.01% Add +9.3% 1,910 $294K

"% 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 200 holders