iShares U.S. Basic MaterialsIYMETF

13F holders, Q1 2026 (March 31)
247holders +47
60new positions
13sold out
2famous investors
$174.64avg. 13F price*

At the end of Q1 2026, 247 institutions reported holding iShares U.S. Basic Materials (IYM) in their 13F filings, up 47 from Q4 2025. 60 opened new positions and 13 sold out. The largest holders were JPMorgan Chase & Co. ($224.4M), Manufacturers Life Insurance Company, The ($135.0M) and Bank of America Corp. ($65.9M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions60$75.8M
Exits13$3.0M

All 13F filers, Q4 2025 → Q1 2026: 2,670,439 shares bought and 347,566 shares sold, net +2,322,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 247 holders

JPMorgan Chase & Co. 0.02% Add +68742.8% 1,310,079 $224.4M
Manufacturers Life Insurance Company, The 0.12% Add +64.2% 767,520 $135.0M
Bank of America Corp. 0.00% Add +176.5% 374,722 $65.9M
Morgan Stanley 0.00% Add +5.3% 272,927 $48.0M
LPL Financial LLC 0.01% Add +67.6% 170,329 $30.0M
Commerce Bank 0.09% Reduce -2.9% 107,989 $19.0M
AE Wealth Management LLC 0.10% Add +485.5% 101,287 $17.8M
Wells Fargo & Company 0.00% Add +34.6% 100,203 $17.6M
UBS Group AG 0.00% Add +1.6% 80,945 $14.2M
Destiny Wealth Partners, LLC 1.53% New 79,439 $14.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +12.9% 76,123 $13.4M
Bank of Nova Scotia 0.02% Add +191.8% 74,110 $13.0M
Two Sigma Investments, LP 0.01% New 65,800 $11.6M
PGIM Custom Harvest LLC 0.18% Reduce -78.5% 65,243 $11.5M
Principal Financial Group Inc. 0.01% New 57,480 $10.1M
WealthCare Asset Management, LLC 9.35% New 49,908 $8.8M
Susquehanna International Group, LLP 0.01% Add +85.6% 39,821 $7.0M
Goldman Sachs Group Inc. 0.00% Reduce -3.2% 35,345 $6.2M
Royal Bank of Canada 0.00% Reduce -10.0% 33,699 $5.9M
Three Seasons Wealth, LLC 1.95% Reduce -12.8% 29,017 $5.1M
Osaic Holdings, Inc. 0.01% Add +41.8% 28,505 $5.0M
Gerald Baker Financial Group LLC 1.53% — 27,485 $4.8M
Commonwealth Equity Services, LLC 0.01% Reduce -9.8% 26,226 $4.6M
Raymond James Financial Inc. 0.00% Add +1.2% 24,956 $4.4M
Cetera Investment Advisers 0.00% Add +44.7% 23,415 $4.1M
Millennium Management 0.00% New 23,024 $4.1M
Summit Financial Consulting LLC 2.73% New 21,689 $3.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +404.0% 21,424 $3.8M
Conservest Capital Advisors, Inc. 0.31% Add +751.1% 19,660 $3.5M
MML Investors Services, LLC 0.01% Reduce -10.1% 18,844 $3.3M
Marshall Wace, LLP 0.00% New 18,576 $3.3M
Financial Planning Fort Collins, LLC 2.47% Reduce -9.2% 17,120 $3.2M
Steward Partners Investment Advisory, LLC 0.01% Add +113.1% 15,094 $2.7M
CoreCap Advisors, LLC 0.09% Add +6608.8% 14,491 $2.5M
Focus Partners Wealth 0.00% Add +3.9% 14,249 $2.5M
Sanctuary Advisors, LLC 0.01% Add +6.2% 13,679 $2.4M
HighTower Advisors, LLC 0.00% Add +884.9% 13,650 $2.4M
Counterweight Ventures, LLC 1.17% Add +207.7% 11,829 $2.1M
Discovery Capital Management, LLC / CT 0.11% New 11,650 $2.0M
Rockefeller Capital Management L.P. 0.00% Reduce -0.1% 11,594 $2.0M
Pathway Financial Advisors LLC 0.24% Reduce -2.6% 11,077 $2.0M
Wealthstar Advisors, LLC 1.15% New 10,986 $1.9M
Bank of Montreal 0.00% Reduce -1.0% 9,098 $1.6M
First Citizens Financial Corp 0.74% Reduce -0.5% 8,921 $1.6M
Mutual Advisors, LLC 0.03% Add +8.4% 8,675 $1.5M
Corient Private Wealth LP 0.00% Reduce -3.1% 8,518 $1.5M
Envestnet Asset Management Inc. 0.00% Add +23.9% 8,416 $1.5M
Navis Wealth Advisors, LLC 0.73% Add +0.3% 8,117 $1.4M
Gladstone Institutional Advisory LLC 0.05% Reduce -13.5% 8,096 $1.4M
Private Advisor Group, LLC 0.01% Reduce -39.2% 7,941 $1.4M
Ameriprise Financial Inc. 0.00% Add +54.8% 7,495 $1.3M
Composition Wealth, LLC 0.02% Reduce -36.5% 7,490 $1.3M
Stifel Financial Corp. 0.00% Add +78.8% 6,985 $1.2M
&partners 0.01% Reduce -7.6% 6,518 $1.1M
Kestra Advisory Services, LLC 0.00% Add +58.8% 6,488 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +4.1% 6,411 $1.1M
Roberts Glore & Co. Inc. 0.28% Reduce -0.4% 5,872 $1.0M
Bartlett & Co. Wealth Management LLC 0.01% Reduce -7.0% 5,759 $1.0M
Stratos Wealth Advisors, LLC 0.06% New 5,816 $1.0M
Equitable Holdings, Inc. 0.01% New 6,255 $963K
Jones Financial Companies LLLP 0.00% Add +43.4% 5,297 $905K
Harmony Asset Management LLC 0.27% New 5,088 $895K
True Freedom Investing, LLC 0.07% New 5,088 $895K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.5% 5,014 $882K
Buck Wealth Strategies, LLC 0.11% New 4,861 $855K
PNC Financial Services Group, Inc. 0.00% No change 4,835 $851K
Franklin Resources Inc. 0.00% No change 4,770 $839K
FMR LLC 0.00% Add +21.3% 4,529 $797K
Astoria Portfolio Advisors LLC. 0.17% Reduce -8.4% 4,251 $783K
Blair William & Co. 0.00% Add +738.3% 4,426 $779K
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.6% 4,343 $776K
Wealth Management Partners, LLC 0.22% Add +53.8% 4,412 $776K
NewEdge Advisors, LLC 0.00% Add +58.4% 4,175 $734K
Simmons Bank 0.05% Reduce -3.4% 3,996 $703K
Blue Line Capital, LLC / IL 0.79% New 3,947 $694K
Mercer Global Advisors Inc. 0.00% Add +76.6% 3,941 $693K
Lifestyle Asset Management, Inc. 0.22% New 3,826 $673K
Park Avenue Securities LLC 0.01% Add +1.6% 3,769 $663K
Citigroup Inc. 0.00% Reduce -93.0% 3,765 $662K
GTS Securities LLC 0.02% New 3,641 $641K
Geneos Wealth Management Inc. 0.01% Add +10.4% 3,616 $636K
Cottonwood Capital Advisors, LLC 0.45% Reduce -2.0% 3,608 $635K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -1.3% 3,602 $634K
Quantinno Capital Management LP 0.00% Add +69.8% 3,543 $623K
Essex LLC 0.11% Reduce -0.0% 3,539 $623K
Kintra Wealth, LLC 0.04% New 3,532 $621K
Dakota Wealth Management 0.01% No change 3,500 $616K
Empirical Asset Management, LLC 0.16% No change 3,469 $610K
United Capital Financial Advisors, LLC 0.00% No change 3,068 $540K
Pathstone Holdings, LLC 0.00% No change 3,015 $530K
Smartleaf Asset Management LLC 0.02% Reduce -7.3% 3,050 $522K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -1.7% 2,915 $513K
Arkadios Wealth Advisors 0.01% Add +22.4% 2,873 $505K
Coastal Bridge Advisors, LLC 0.03% Reduce -0.1% 2,765 $486K
Captrust Financial Advisors 0.00% Add +0.0% 2,731 $480K
Fifth Third Bancorp 0.00% New 2,706 $476K
Spire Wealth Management 0.02% Add +2.1% 2,624 $462K
RPS Advisory Solutions LLC 0.26% New 2,609 $459K
HBW Advisory Services LLC 0.05% New 2,601 $458K
Fifth Third Securities, Inc. 0.03% Add +1.3% 2,601 $458K

"% 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 247 holders