iShares U.S. Basic MaterialsIYMETF

13F holders, Q2 2026 (June 30)
273holders +26
43new positions
19sold out
4famous investors
$179.52avg. 13F price*

At the end of Q2 2026, 273 institutions reported holding iShares U.S. Basic Materials (IYM) in their 13F filings, up 26 from Q1 2026. 43 opened new positions and 19 sold out. The largest holders were Bank of America Corp. ($79.0M), USA Financial Formulas ($63.6M) and Two Sigma Investments, LP ($62.3M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions43$127.7M
Exits19$160.2M

All 13F filers, Q1 2026 → Q2 2026: 1,807,914 shares bought and 2,443,003 shares sold, net −635,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 273 holders

Bank of America Corp. 0.01% Add +17.4% 439,825 $79.0M
USA Financial Formulas 11.65% — 354,526 $63.6M
Two Sigma Investments, LP 0.05% Add +427.1% 346,800 $62.3M
Morgan Stanley 0.00% Add +20.0% 327,506 $58.8M
LPL Financial LLC 0.01% Add +39.8% 238,055 $42.7M
Assetmark, Inc. 0.05% New 152,872 $27.4M
Camarda Financial Advisors, LLC 6.14% New 112,984 $20.3M
Commerce Bank 0.08% Reduce -0.7% 107,225 $19.3M
Foundations Investment Advisors, LLC 0.17% New 91,995 $16.5M
Modern Wealth Management, LLC 0.20% New 91,062 $16.3M
Wells Fargo & Company 0.00% Reduce -10.7% 89,501 $16.1M
Principal Financial Group Inc. 0.01% Add +55.1% 89,156 $16.0M
Ameriprise Financial Inc. 0.00% Add +1060.7% 86,997 $15.6M
Cetera Investment Advisers 0.01% Add +267.5% 86,055 $15.4M
UBS Group AG 0.00% Add +0.5% 81,336 $14.6M
Cambridge Investment Research Advisors, Inc. 0.03% Add +271.3% 79,550 $14.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +3.4% 78,713 $14.1M
PGIM Custom Harvest LLC 0.15% Add +1.9% 66,502 $11.9M
Osaic Holdings, Inc. 0.01% Add +119.0% 62,411 $11.2M
CoreCap Advisors, LLC 0.33% Add +324.4% 61,497 $11.0M
Three Seasons Wealth, LLC 0.95% Add +99.8% 57,963 $10.4M
Bank of Nova Scotia 0.01% Reduce -36.3% 47,200 $8.5M
Farther Finance Advisors, LLC 0.06% Add +2504.1% 43,515 $7.8M
Summit Financial Consulting LLC 5.18% Add +96.0% 42,511 $7.6M
First Heartland Consultants, Inc. 0.46% Add +2482.3% 39,664 $7.1M
Sharp Wealth Advisory, LLC 3.29% New 39,548 $7.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% New 37,063 $6.7M
Goldman Sachs Group Inc. 0.00% Add +0.0% 35,346 $6.3M
Royal Bank of Canada 0.00% Add +4.0% 35,031 $6.3M
Independent Financial Group, LLC 0.11% Add +2590.5% 33,174 $6.0M
Centaurus Financial, Inc. 0.20% New 28,562 $5.1M
Gerald Baker Financial Group LLC 1.42% Add +1.4% 27,867 $5.0M
Raymond James Financial Inc. 0.00% Add +4.6% 26,114 $4.7M
Conservest Capital Advisors, Inc. 0.37% Add +31.7% 25,900 $4.6M
Rockefeller Capital Management L.P. 0.01% Add +114.2% 24,833 $4.5M
Susquehanna International Group, LLP 0.00% Reduce -39.7% 23,998 $4.3M
Commonwealth Equity Services, LLC 0.01% Reduce -9.8% 23,661 $4.2M
Envestnet Asset Management Inc. 0.00% Add +180.8% 23,631 $4.2M
Stratos Wealth Partners, LTD. 0.04% Add +1534.4% 20,953 $3.8M
Integrated Advisors Network LLC 0.17% Add +1205.5% 20,130 $3.6M
Equitable Holdings, Inc. 0.02% Add +217.5% 19,858 $3.6M
GTS Securities LLC 0.07% Add +426.1% 19,156 $3.4M
MML Investors Services, LLC 0.01% Reduce -1.7% 18,519 $3.3M
Citadel Advisors 0.00% New 17,839 $3.2M
Financial Planning Fort Collins, LLC 2.40% Add +0.3% 17,172 $3.0M
Steward Partners Investment Advisory, LLC 0.01% Add +0.4% 15,153 $2.7M
Sanctuary Advisors, LLC 0.01% Add +7.1% 14,646 $2.6M
Focus Partners Wealth 0.00% Add +2.7% 14,637 $2.6M
JPMorgan Chase & Co. 0.00% Reduce -98.9% 14,780 $2.6M
Lifestyle Asset Management, Inc. 0.70% Add +278.1% 14,468 $2.6M
HighTower Advisors, LLC 0.00% Add +3.7% 14,153 $2.5M
Horizon Investments, LLC 0.03% New 14,117 $2.5M
Exchange Traded Concepts, LLC 0.01% New 14,117 $2.5M
Atria Investments, Inc 0.02% New 13,666 $2.5M
Wealthstar Advisors, LLC 1.08% Add +9.6% 12,037 $2.2M
Counterweight Ventures, LLC 1.05% Reduce -1.3% 11,680 $2.1M
Pathway Financial Advisors LLC 0.23% Reduce -3.9% 10,642 $1.9M
Buck Wealth Strategies, LLC 0.20% Add +117.3% 10,562 $1.9M
Composition Wealth, LLC 0.02% Add +38.8% 10,396 $1.9M
Legacy Wealth Partners, LLC 0.37% New 9,214 $1.7M
Bank of Montreal 0.00% No change 9,098 $1.6M
Keystone Financial Group 0.10% New 8,986 $1.6M
First Citizens Financial Corp 0.66% Reduce -0.8% 8,845 $1.6M
Harvest Investment Services, LLC 0.25% New 8,841 $1.6M
HSBC Holdings PLC 0.00% New 8,825 $1.6M
Corient Private Wealth LP 0.00% Reduce -2.1% 8,341 $1.5M
Merit Financial Group, LLC 0.01% New 8,260 $1.5M
Navis Wealth Advisors, LLC 0.55% Add +0.3% 8,138 $1.5M
Gladstone Institutional Advisory LLC 0.04% Reduce -3.8% 7,790 $1.4M
Balboa Wealth Partners 0.18% New 7,364 $1.3M
Private Advisor Group, LLC 0.01% Reduce -7.3% 7,359 $1.3M
Tower Research Capital LLC (TRC) 0.03% New 6,929 $1.2M
Harbour Investments, Inc. 0.02% Add +1475.5% 6,696 $1.2M
Jones Financial Companies LLLP 0.00% Add +24.6% 6,601 $1.2M
Harmony Asset Management LLC 0.31% Add +25.1% 6,365 $1.1M
&partners 0.00% Reduce -2.6% 6,351 $1.1M
Discovery Capital Management, LLC / CT 0.05% Reduce -46.4% 6,250 $1.1M
Bartlett & Co. Wealth Management LLC 0.01% Add +3.4% 5,956 $1.1M
Roberts Glore & Co. Inc. 0.26% No change 5,872 $1.1M
Astoria Portfolio Advisors LLC. 0.16% Add +24.8% 5,306 $953K
Blair William & Co. 0.00% Add +17.3% 5,192 $932K
Kestra Advisory Services, LLC 0.00% Reduce -22.5% 5,029 $903K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.0% 5,015 $900K
AdvisorNet Financial, Inc 0.04% Add +10988.9% 4,990 $896K
Park Avenue Securities LLC 0.01% Add +31.0% 4,939 $887K
Beacon Pointe Advisors, LLC 0.00% Reduce -23.3% 4,918 $883K
PNC Financial Services Group, Inc. 0.00% No change 4,835 $868K
Balefire, LLC 0.14% New 4,790 $860K
Mutual Advisors, LLC 0.02% Reduce -46.5% 4,637 $833K
Stifel Financial Corp. 0.00% Reduce -33.9% 4,616 $829K
Nikulski Financial, Inc. 0.18% New 4,564 $819K
FMR LLC 0.00% Reduce -0.3% 4,514 $810K
Wealth Management Partners, LLC 0.19% Add +2.2% 4,511 $810K
Blue Line Capital, LLC / IL 0.66% Add +7.7% 4,250 $763K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.2% 4,159 $741K
Simmons Bank 0.04% Reduce -1.1% 3,950 $709K
Algorithmic Investment Models, LLC 0.80% New 3,848 $691K
True Freedom Investing, LLC 0.05% Reduce -23.6% 3,886 $684K
Citigroup Inc. 0.00% Reduce -2.5% 3,669 $659K
Geneos Wealth Management Inc. 0.01% Add +0.0% 3,617 $649K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 3,602 $647K
Cottonwood Capital Advisors, LLC 0.39% Reduce -0.3% 3,597 $646K
Dakota Wealth Management 0.01% No change 3,500 $628K
Empirical Asset Management, LLC 0.14% No change 3,469 $623K
D. E. Shaw & Co. 0.00% New 3,389 $608K
Point72 Asset Management 0.00% New 3,346 $601K
Gateway Wealth Partners, LLC 0.04% New 3,329 $598K
Essex LLC 0.09% Reduce -6.5% 3,310 $594K
Mercer Global Advisors Inc. 0.00% Reduce -17.6% 3,247 $583K
Franklin Resources Inc. 0.00% Reduce -34.0% 3,150 $566K
Kintra Wealth, LLC 0.03% Reduce -14.5% 3,019 $563K
Arkadios Wealth Advisors 0.01% Add +8.6% 3,119 $560K
RPS Advisory Solutions LLC 0.37% Add +19.2% 3,110 $558K
United Capital Financial Advisors, LLC 0.00% No change 3,068 $551K
Smartleaf Asset Management LLC 0.02% No change 3,050 $542K
Pathstone Holdings, LLC 0.00% No change 3,015 $541K
Fifth Third Bancorp 0.00% Add +10.3% 2,986 $536K
Ferguson Wellman Capital Management, Inc. 0.01% No change 2,915 $523K
KKM Financial LLC 0.07% New 2,885 $518K
Belpointe Asset Management LLC 0.02% New 2,848 $511K
NewEdge Advisors, LLC 0.00% Reduce -32.5% 2,818 $506K
Quantinno Capital Management LP 0.00% Reduce -21.1% 2,797 $502K
Coastal Bridge Advisors, LLC 0.03% No change 2,765 $496K
Spire Wealth Management 0.01% Add +0.1% 2,628 $472K
Fifth Third Securities, Inc. 0.03% Add +0.8% 2,622 $471K
HFG Advisors, Inc. 0.29% No change 2,576 $462K
Kesler, Norman & Wride, LLC 0.07% Reduce -1.6% 2,522 $453K
Expressive Wealth LLC 0.42% Add +2.2% 2,467 $443K
BTS Asset Management, Inc. 0.92% Add +43.0% 2,442 $438K
Tudor Investment Corporation 0.00% New 2,432 $437K
Patriot Investment Management Group, Inc. 0.02% No change 2,383 $428K
Mariner, LLC 0.00% Add +1.5% 2,370 $425K
Captrust Financial Advisors 0.00% Reduce -14.8% 2,326 $418K
MAI Capital Management 0.00% Add +15.2% 2,307 $414K
CreativeOne Wealth, LLC 0.01% Reduce -1.1% 2,265 $407K
Lakeshore Capital Group, Inc. 0.30% Reduce -0.4% 2,229 $400K
Pinkerton Wealth, LLC 0.03% Add +61.7% 2,267 $399K
Legacy Advisors, LLC 0.04% Add +0.3% 2,195 $394K
Advisory Services Network, LLC 0.00% Add +29.5% 2,189 $393K
Magnus Financial Group LLC 0.03% Add +1.0% 2,182 $392K
Mattern Wealth Management LLC 0.06% No change 2,145 $385K
Clear Creek Financial Management, LLC 0.02% No change 2,099 $377K
Ethos Financial Group, LLC 0.02% No change 2,042 $367K
StoneX Group Inc. 0.01% Reduce -11.9% 2,027 $364K
Ifrah Financial Services, Inc. 0.08% Reduce -0.4% 1,851 $332K
Tidal Investments LLC 0.00% Add +4.6% 1,762 $316K
Snowden Capital Advisors LLC 0.01% Add +0.9% 1,759 $316K
IHT Wealth Management, LLC 0.01% Add +0.9% 1,752 $315K
Daiwa Securities Group Inc. 0.00% No change 1,750 $314K
Sequoia Financial Advisors, LLC 0.00% Add +0.4% 1,675 $301K
Creative Planning 0.00% Reduce -1.9% 1,669 $300K
Southern Capital Advisors, LLC 0.12% Add +0.3% 1,659 $298K
Focused Alpha, LLC 0.08% New 1,659 $298K
NorthRock Partners, LLC 0.00% Reduce -20.8% 1,637 $294K
Virtue Capital Management, LLC 0.04% Reduce -9.9% 1,634 $293K
Titan Wealth (CI) Ltd 0.10% No change 1,500 $269K
Gilman Hill Asset Management, LLC 0.04% No change 1,500 $269K
Pinnacle Financial Partners, Inc. 0.00% Add +0.2% 1,462 $263K
Trueblood Wealth Management, LLC 0.09% Add +0.2% 1,455 $261K
Focus Financial Network, Inc. 0.01% Add +0.1% 1,427 $256K
Baird Financial Group, Inc. 0.00% Reduce -1.8% 1,408 $253K
Busey Bank 0.01% Reduce -5.4% 1,396 $251K
EP Wealth Advisors, LLC 0.00% Reduce -6.4% 1,394 $250K
Gsa Capital Partners LLP 0.02% Reduce -36.1% 1,392 $250K
Retirement Planning Group, LLC 0.01% Reduce -25.0% 1,390 $250K
Brighton Jones LLC 0.00% No change 1,374 $247K
Cardinal Point Capital Management ULC 0.01% No change 1,365 $245K
Janney Montgomery Scott LLC 0.00% Add +1.9% 1,353 $243K
Junk Investment Group, LLC 0.11% Add +0.1% 1,326 $238K
Nwam LLC 0.01% New 1,317 $236K
Oppenheimer & Co. Inc. 0.00% No change 1,316 $236K
Jane Street Group, LLC 0.00% New 1,309 $235K
Picton Mahoney Asset Management 0.00% No change 1,300 $233K
Stephens Inc. 0.00% No change 1,291 $232K
Stonebridge Financial Planning Group, LLC 0.07% Reduce -40.7% 1,249 $224K
Godfrey Financial Associates, Inc. 0.17% No change 1,247 $224K
WealthCare Asset Management, LLC 0.09% Reduce -97.5% 1,244 $224K
Atlas Brown,Inc. 0.06% Add +0.2% 1,242 $223K
Altura Wealth Advisors Inc. 0.08% Add +0.2% 1,241 $223K
FLC Capital Advisors 0.04% No change 1,233 $221K
Fairview Capital Investment Management, LLC 0.01% No change 1,215 $218K
US Bancorp \de 0.00% No change 1,199 $215K
Independence Bank of Kentucky 0.02% Add +0.4% 1,175 $211K
Level Four Advisory Services, LLC 0.01% No change 1,173 $211K
Lynx Investment Advisory 0.07% No change 1,141 $205K
Scotia Capital Inc. 0.00% New 1,117 $201K
Montag A & Associates Inc. 0.01% No change 1,000 $180K
BlackRock, Inc. 0.00% Add +19.7% 930 $167K
Piscataqua Savings Bank 0.11% Reduce -9.8% 920 $165K
IFG Advisory, LLC 0.01% New 918 $165K
Whittier Trust Co. of Nevada Inc. 0.00% No change 829 $148K
Natixis 0.00% Add +23.4% 759 $136K
Parallel Advisors, LLC 0.00% Add +41.5% 750 $135K
Lodestone Wealth Management LLC 0.04% Add +6.1% 642 $115K
Farmers & Merchants Investments Inc. 0.00% Add +236.8% 623 $112K
American National Bank & Trust 0.01% No change 617 $111K
Glass Jacobson Investment Advisors llc 0.03% Reduce -40.8% 600 $108K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 490 $88K
IFP Advisors, Inc 0.00% No change 476 $85K
Truvestments Capital LLC 0.01% No change 475 $85K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 465 $83K
Cranbrook Wealth Management, LLC 0.02% No change 462 $83K
Allworth Financial LP 0.00% Reduce -43.5% 406 $73K
EFG International AG 0.00% No change 400 $72K
AE Wealth Management LLC 0.00% Reduce -99.6% 388 $70K
AlphaCore Capital LLC 0.00% No change 387 $69K
Providence Capital Advisors, LLC 0.01% No change 376 $68K
City Holding Co. 0.01% New 364 $65K
Colonial Trust Co / SC 0.01% No change 350 $63K
Parkside Financial Bank & Trust 0.00% No change 350 $63K
Fiduciary Financial Advisors 0.01% New 313 $56K
Field & Main Bank 0.01% Reduce -3.1% 311 $56K
Capital Investment Advisory Services, LLC 0.00% Add +18.6% 287 $52K
Vima LLC 0.05% — 283 $51K
Prudential PLC 0.00% New 260 $47K
Strive Financial Group ,LLC 0.02% No change 254 $46K
Founders Capital Management 0.02% No change 250 $45K
Rosenberg Matthew Hamilton 0.01% No change 230 $41K
Angeles Wealth Management, LLC 0.00% Reduce -0.9% 230 $41K
BankPlus Trust Department 0.01% No change 214 $38K
Turtle Creek Wealth Advisors, LLC 0.00% No change 206 $37K
Smithfield Trust Co 0.00% No change 200 $36K
Strategic Wealth Partners, Ltd. 0.00% No change 200 $36K
Sachetta, LLC 0.02% Reduce -62.2% 193 $35K
Regatta Research & Money Management 0.03% — 189 $34K
Caldwell Sutter Capital, Inc. 0.01% No change 180 $32K
New Republic Capital, LLC 0.01% No change 180 $32K
Lanark Financial, Inc. 0.00% No change 177 $32K
Abound Wealth Management 0.01% No change 176 $32K
Wilmington Savings Fund Society, FSB 0.00% No change 172 $31K
Comprehensive Financial Planning, Inc. 0.02% Add +0.6% 172 $31K
Mycio Wealth Partners, LLC 0.01% No change 160 $29K
Westside Investment Management, Inc. 0.00% No change 160 $29K
Compass Financial Management LLC 0.00% — 159 $29K
Webster Bank, N. A. 0.00% New 140 $25K
1620 Investment Advisors, Inc. 0.01% No change 130 $23K
CENTRAL TRUST Co 0.00% No change 123 $22K
Salem Investment Counselors Inc. 0.00% No change 115 $21K
Armstrong Advisory Group, Inc. 0.00% Reduce -0.9% 112 $20K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 110 $20K
Anchor Investment Management, LLC 0.00% No change 105 $19K
BankChampaign, National Association 0.01% No change 100 $18K
Private Trust Co. NA 0.00% No change 100 $18K
Harbor Investment Advisory, LLC 0.00% No change 100 $18K
First Pacific Financial 0.00% New 95 $17K
Davis Capital Management 0.01% No change 88 $16K
MTM Investment Management, LLC 0.00% No change 85 $15K
Qube Research & Technologies Ltd 0.00% Reduce -88.9% 81 $15K
Aptus Capital Advisors, LLC 0.00% Add +1.3% 76 $14K
Oakworth Capital, Inc. 0.00% New 75 $13K
Clark Wealth Partners 0.01% No change 63 $11K
Ashton Thomas Private Wealth, LLC 0.00% No change 58 $10K
Federation des caisses Desjardins du Quebec 0.00% No change 55 $10K
Institute for Wealth Management, LLC. 0.00% New 50 $9K
Front Row Advisors LLC 0.00% Reduce -63.6% 40 $8K
O'shaughnessy Asset Management, LLC 0.00% Reduce -96.3% 41 $7K
International Assets Investment Management, LLC 0.00% No change 38 $7K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -57.3% 32 $6K
SouthState Bank Corp 0.00% No change 30 $5K
Ameritas Investment Partners, Inc. 0.00% No change 30 $5K
Triumph Capital Management 0.00% Reduce -82.8% 23 $4K
CX Institutional 0.00% Reduce -50.0% 23 $4K
Blue Trust, Inc. 0.00% No change 20 $4K
Continuum Advisory, LLC 0.00% New 17 $3K
Asset Dedication, LLC 0.00% New 15 $3K
Aventura Private Wealth, LLC 0.00% New 7 $1K
Russell Investments Group, Ltd. 0.00% Reduce -74.1% 7 $1K
HighMark Wealth Management LLC 0.00% No change 6 $1K
Global Retirement Partners, LLC 0.00% — 6 $1K
Proathlete Wealth Management LLC 0.00% No change 3 $548
Arax Advisory Partners 0.00% New 1 $180
REAP Financial Group, LLC 0.00% No change 1 $180
TD Waterhouse Canada Inc. 0.00% No change 1 $179

"% 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.