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
HFG Advisors, Inc. 0.32% No change 2,576 $453K
Kesler, Norman & Wride, LLC 0.08% New 2,563 $451K
Expressive Wealth LLC 0.43% New 2,414 $449K
Wealthspire Advisors, LLC 0.00% Reduce -1.7% 2,523 $444K
Patriot Investment Management Group, Inc. 0.03% No change 2,383 $419K
Scientech Research LLC 0.34% New 2,350 $413K
Mariner, LLC 0.00% Reduce -18.4% 2,334 $409K
StoneX Group Inc. 0.02% Add +10.2% 2,300 $405K
CreativeOne Wealth, LLC 0.01% Add +11.6% 2,291 $403K
Debussy Capital Management LP 0.06% Add +0.2% 2,273 $400K
Lakeshore Capital Group, Inc. 0.32% Reduce -0.9% 2,237 $394K
Legacy Advisors, LLC 0.05% Add +0.3% 2,189 $385K
Gsa Capital Partners LLP 0.02% Reduce -25.4% 2,178 $383K
Magnus Financial Group LLC 0.03% Add +6.2% 2,161 $380K
Mattern Wealth Management LLC 0.07% Reduce -12.3% 2,145 $377K
Stonebridge Financial Planning Group, LLC 0.14% Add +0.1% 2,105 $370K
Clear Creek Financial Management, LLC 0.03% Reduce -0.2% 2,099 $369K
Fisher Asset Management 0.00% New 2,083 $366K
NorthRock Partners, LLC 0.01% Add +0.1% 2,068 $364K
MAI Capital Management 0.00% Add +0.1% 2,002 $352K
Ifrah Financial Services, Inc. 0.09% Add +33.3% 1,858 $327K
Retirement Planning Group, LLC 0.01% Reduce -3.0% 1,853 $326K
Ethos Financial Group, LLC 0.02% No change 2,042 $314K
Virtue Capital Management, LLC 0.05% Reduce -8.1% 1,813 $311K
Daiwa Securities Group Inc. 0.00% No change 1,750 $308K
Snowden Capital Advisors LLC 0.01% No change 1,743 $307K
IHT Wealth Management, LLC 0.01% New 1,736 $305K
BTS Asset Management, Inc. 1.16% New 1,708 $300K
Creative Planning 0.00% New 1,701 $299K
Farther Finance Advisors, LLC 0.00% Reduce -8.2% 1,671 $299K
Advisory Services Network, LLC 0.00% New 1,690 $297K
Tidal Investments LLC 0.00% New 1,685 $296K
Sequoia Financial Advisors, LLC 0.00% No change 1,669 $294K
Southern Capital Advisors, LLC 0.14% Add +0.2% 1,654 $291K
Cwm, LLC 0.00% Add +8.3% 1,637 $288K
Integrated Advisors Network LLC 0.01% New 1,542 $271K
First Heartland Consultants, Inc. 0.02% Reduce -46.5% 1,536 $270K
Titan Wealth (CI) Ltd 0.11% No change 1,500 $264K
Gilman Hill Asset Management, LLC 0.04% No change 1,500 $264K
EP Wealth Advisors, LLC 0.00% Reduce -13.0% 1,490 $262K
Busey Bank 0.01% Reduce -3.7% 1,475 $259K
Pinnacle Financial Partners, Inc. 0.00% Add +0.1% 1,459 $257K
Trueblood Wealth Management, LLC 0.10% Add +0.3% 1,452 $255K
Roman Butler Fullerton & Co. 0.07% New 1,379 $254K
Baird Financial Group, Inc. 0.00% No change 1,434 $252K
Focus Financial Network, Inc. 0.01% Reduce -0.8% 1,426 $251K
Brighton Jones LLC 0.01% New 1,374 $242K
Cardinal Point Capital Management ULC 0.01% No change 1,365 $240K
Janney Montgomery Scott LLC 0.00% New 1,328 $234K
Junk Investment Group, LLC 0.12% — 1,325 $233K
Oppenheimer & Co. Inc. 0.00% New 1,316 $232K
Independent Advisor Alliance 0.00% New 1,310 $230K
Picton Mahoney Asset Management 0.00% Add +18.2% 1,300 $229K
RAM Investment Partners, LLC 0.04% New 1,298 $228K
Stephens Inc. 0.00% New 1,291 $227K
Stratos Wealth Partners, LTD. 0.00% New 1,282 $226K
Godfrey Financial Associates, Inc. 0.19% Add +31.7% 1,247 $219K
Atlas Brown,Inc. 0.07% New 1,239 $218K
Altura Wealth Advisors Inc. 0.10% New 1,238 $218K
Independent Financial Group, LLC 0.00% New 1,233 $217K
FLC Capital Advisors 0.04% New 1,233 $217K
Pinkerton Wealth, LLC 0.02% Add +6.9% 1,402 $216K
Fairview Capital Investment Management, LLC 0.01% New 1,215 $214K
US Bancorp \de 0.00% No change 1,199 $211K
Level Four Advisory Services, LLC 0.01% New 1,173 $206K
Independence Bank of Kentucky 0.03% Reduce -4.9% 1,170 $206K
Kestra Private Wealth Services, LLC 0.00% New 1,168 $205K
XTX Topco Ltd 0.00% New 1,147 $202K
Lynx Investment Advisory 0.10% New 1,141 $201K
O'shaughnessy Asset Management, LLC 0.00% Add +39.5% 1,108 $195K
Piscataqua Savings Bank 0.13% No change 1,020 $179K
Glass Jacobson Investment Advisors llc 0.06% No change 1,014 $178K
Montag A & Associates Inc. 0.01% No change 1,000 $176K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -50.1% 829 $148K
BlackRock, Inc. 0.00% Add +25.3% 777 $137K
Qube Research & Technologies Ltd 0.00% Add +54.8% 732 $129K
Allworth Financial LP 0.00% Add +0.1% 718 $126K
American National Bank & Trust 0.01% No change 617 $109K
Natixis 0.00% New 615 $107K
Lodestone Wealth Management LLC 0.04% Add +8.8% 605 $106K
Parallel Advisors, LLC 0.00% Add +130.4% 530 $93K
Sachetta, LLC 0.05% Reduce -77.4% 511 $90K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 490 $86K
IFP Advisors, Inc 0.00% Reduce -31.5% 476 $84K
Truvestments Capital LLC 0.02% No change 475 $84K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -22.2% 465 $82K
Cranbrook Wealth Management, LLC 0.02% No change 462 $81K
Harbour Investments, Inc. 0.00% Add +260.2% 425 $75K
EFG International AG 0.00% New 400 $70K
AlphaCore Capital LLC 0.00% Reduce -67.0% 387 $68K
Providence Capital Advisors, LLC 0.01% No change 376 $66K
Colonial Trust Co / SC 0.01% No change 350 $62K
Parkside Financial Bank & Trust 0.00% No change 350 $62K
Field & Main Bank 0.02% Add +1.9% 321 $56K
Strive Financial Group ,LLC 0.02% No change 254 $45K
Founders Capital Management 0.02% No change 250 $44K
Capital Investment Advisory Services, LLC 0.00% No change 242 $43K
Legacy Wealth Managment, LLC 0.02% No change 232 $41K
Angeles Wealth Management, LLC 0.00% New 232 $41K
Rosenberg Matthew Hamilton 0.01% No change 230 $40K
Ascentis Independent Advisors 0.00% New 225 $40K
BankPlus Trust Department 0.01% No change 214 $38K
Turtle Creek Wealth Advisors, LLC 0.00% New 206 $36K
Strategic Wealth Partners, Ltd. 0.00% No change 200 $35K
Smithfield Trust Co 0.00% No change 200 $35K
Farmers & Merchants Investments Inc. 0.00% No change 185 $33K
Caldwell Sutter Capital, Inc. 0.01% No change 180 $32K
New Republic Capital, LLC 0.01% Reduce -28.0% 180 $32K
Lanark Financial, Inc. 0.00% No change 177 $31K
Abound Wealth Management 0.01% No change 176 $31K
Wilmington Savings Fund Society, FSB 0.00% No change 172 $30K
Comprehensive Financial Planning, Inc. 0.02% New 171 $30K
Mycio Wealth Partners, LLC 0.01% No change 160 $28K
Westside Investment Management, Inc. 0.00% No change 160 $28K
Triumph Capital Management 0.00% No change 134 $24K
1620 Investment Advisors, Inc. 0.02% No change 130 $23K
CENTRAL TRUST Co 0.00% No change 123 $22K
Salem Investment Counselors Inc. 0.00% New 115 $20K
Armstrong Advisory Group, Inc. 0.00% Reduce -5.8% 113 $20K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 110 $19K
Front Row Advisors LLC 0.01% No change 110 $19K
Anchor Investment Management, LLC 0.00% No change 105 $18K
BankChampaign, National Association 0.02% Add +270.4% 100 $18K
Private Trust Co. NA 0.00% Add +42.9% 100 $18K
Harbor Investment Advisory, LLC 0.00% No change 100 $18K
Davis Capital Management 0.01% No change 88 $15K
MTM Investment Management, LLC 0.00% No change 85 $15K
Aptus Capital Advisors, LLC 0.00% No change 75 $13K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 75 $13K
Golden State Wealth Management, LLC 0.00% No change 72 $13K
Clark Wealth Partners 0.01% No change 63 $11K
Ashton Thomas Private Wealth, LLC 0.00% New 58 $10K
Sound Income Strategies, LLC 0.00% No change 55 $10K
Sunbelt Securities, Inc. 0.00% New 55 $10K
Federation des caisses Desjardins du Quebec 0.00% No change 55 $10K
CX Institutional 0.00% Reduce -35.2% 46 $8K
AdvisorNet Financial, Inc 0.00% No change 45 $8K
International Assets Investment Management, LLC 0.00% No change 38 $7K
SouthState Bank Corp 0.00% No change 30 $5K
Ameritas Investment Partners, Inc. 0.00% No change 30 $5K
Russell Investments Group, Ltd. 0.00% No change 27 $5K
Guardian Wealth Advisors, LLC / NC 0.00% New 20 $4K
Blue Trust, Inc. 0.00% New 20 $4K
HighMark Wealth Management LLC 0.00% No change 6 $1K
Proathlete Wealth Management LLC 0.00% No change 3 $535
TD Waterhouse Canada Inc. 0.00% No change 1 $178
REAP Financial Group, LLC 0.00% No change 1 $176

"% 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.