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iShares U.S. Basic Materials ETF (IYM) Institutional Ownership

iShares U.S. Basic Materials ETF logo
$181.98 +2.95 (+1.65%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Basic Materials ETF (NYSEARCA:IYM)

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$214.29M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$58.17M
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Skip Chart & View Institutional Buying and Selling Data

IYM Institutional Buying and Selling by Quarter

iShares U.S. Basic Materials ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Three Seasons Wealth LLC29,017$5.11M1.9%-12.8%0.334%
5/5/2026Harmony Asset Management LLC5,088$895K0.3%N/A0.058%
5/5/2026Geneos Wealth Management Inc.3,616$636K0.0%+10.4%0.042%
5/5/2026Harel Insurance Investments & Financial Services Ltd.465$82K0.0%-22.2%0.005%
5/5/2026Sanctuary Advisors LLC13,679$2.41M0.0%+6.2%0.157%
5/5/2026 Conservest Capital Advisors Inc.19,660$3.46M0.3%+751.1%0.226%
5/4/2026 Retirement Planning Group LLC1,853$326K0.0%-3.0%0.021%
5/4/2026 HBW Advisory Services LLC2,601$458K0.0%N/A0.030%
5/4/2026 Principal Financial Group Inc.57,480$10.11M0.0%N/A0.661%
5/1/2026 Fifth Third Bancorp2,706$476K0.0%N/A0.031%
5/1/2026 Sachetta LLC511$90K0.0%-77.4%0.006%
5/1/2026 Independence Bank of Kentucky1,170$206K0.0%-4.9%0.013%
5/1/2026 WealthCare Asset Management LLC49,908$8.78M9.3%N/A0.558%
4/30/2026 Roman Butler Fullerton & Co.1,379$254K0.1%N/A0.015%
4/30/2026 Kestra Advisory Services LLC6,488$1.14M0.0%+58.8%0.072%
4/29/2026 Integrated Advisors Network LLC1,542$271K0.0%N/A0.017%
4/28/2026 Whittier Trust Co. of Nevada Inc.829$148K0.0%-50.2%0.009%
4/28/2026 Ascentis Independent Advisors225$40K0.0%N/A0.003%
4/28/2026 Stephens Inc. AR1,291$227K0.0%N/A0.014%
4/28/2026 Astoria Portfolio Advisors LLC.4,251$783K0.2%-8.4%0.047%
4/28/2026 Wealthstar Advisors LLC10,986$1.93M0.9%N/A0.123%
4/27/2026 Counterweight Ventures LLC11,829$2.08M1.2%+207.6%0.132%
4/27/2026 Turtle Creek Wealth Advisors LLC206$36K0.0%N/A0.002%
4/27/2026 Private Advisor Group LLC7,941$1.40M0.0%-39.2%0.089%
4/23/2026 Simmons Bank3,996$703K0.0%-3.4%0.045%
4/22/2026 Ifrah Financial Services Inc.1,858$327K0.1%+33.3%0.021%
4/22/2026 Janney Montgomery Scott LLC1,328$234K0.0%N/A0.017%
4/20/2026 Kestra Private Wealth Services LLC1,168$205K0.0%N/A0.015%
4/17/2026 Cottonwood Capital Advisors LLC3,608$635K0.4%-2.0%0.047%
4/17/2026 Wealth Management Partners LLC4,412$776K0.2%+53.8%0.058%
4/17/2026 Atlas Brown Inc.1,239$218K0.1%N/A0.016%
3/17/2026Rockefeller Capital Management L.P.11,606$1.79M0.0%+7.8%0.184%
3/9/2026Corient Private Wealth LLC8,792$1.35M0.0%N/A0.140%
2/24/2026 Astoria Portfolio Advisors LLC.4,642$715K0.2%N/A0.074%
2/19/2026Corient Private Wealth LLC24,088$3.71M0.0%N/A0.382%
2/18/2026Strive Financial Group LLC254$39K0.0%N/A0.004%
2/18/2026Mercer Global Advisors Inc. ADV2,232$344K0.0%-3.2%0.035%
2/18/2026 Financial Planning Fort Collins LLC18,847$2.90M2.5%N/A0.299%
2/18/2026Virtue Capital Management LLC1,972$309K0.0%N/A0.031%
2/18/2026Beacon Pointe Advisors LLC6,156$948K0.0%+319.3%0.098%
2/18/2026EP Wealth Advisors LLC1,713$264K0.0%N/A0.027%
2/18/2026NewEdge Advisors LLC2,636$406K0.0%+50.2%0.042%
2/18/2026OLD Mission Capital LLC2,087$321K0.0%N/A0.033%
2/17/2026Cetera Investment Advisers16,179$2.49M0.0%-1.1%0.257%
2/17/2026Osaic Holdings Inc.20,099$3.10M0.0%+18.4%0.319%
2/17/2026Captrust Financial Advisors2,730$420K0.0%-9.0%0.043%
2/17/2026&PARTNERS7,052$1.08M0.0%+3.8%0.112%
2/17/2026Royal Bank of Canada37,452$5.77M0.0%-23.4%0.594%
2/17/2026Titan Wealth CI Ltd1,500$231K0.1%N/A0.024%
2/16/2026 MML Investors Services LLC20,964$3.23M0.0%-2.5%0.333%
2/16/2026Focus Partners Wealth13,714$2.11M0.0%+12.3%0.218%
2/13/2026 Kestra Advisory Services LLC4,086$629K0.0%+3.5%0.065%
2/13/2026CreativeOne Wealth LLC2,053$316K0.0%+28.9%0.033%
2/13/2026The Manufacturers Life Insurance Company 467,440$71.97M0.1%N/A7.420%
2/13/2026Pin Oak Investment Advisors Inc.250$38K0.0%N/A0.004%
2/13/2026Stifel Financial Corp3,906$601K0.0%-1.6%0.062%
2/13/2026Commerce Bank111,174$17.12M0.1%-2.1%1.765%
2/13/2026Smartleaf Asset Management LLC3,290$512K0.0%+328,900.0%0.052%
2/13/2026Vivaldi Capital Management LP2,269$349K0.0%+7.6%0.036%
2/13/2026Arkadios Wealth Advisors2,348$361K0.0%-4.2%0.037%
2/13/2026Wells Fargo & Company MN74,466$11.47M0.0%+7.5%1.182%
2/13/2026 Wealthspire Advisors LLC2,566$395K0.0%+153.1%0.041%
2/12/2026Orion Porfolio Solutions LLC5,048$777K0.0%N/A0.080%
2/12/2026 Commonwealth Equity Services LLC29,063$4.48M0.0%-8.7%0.461%
2/12/2026StoneX Group Inc.2,088$322K0.0%-6.0%0.033%
2/12/2026Virtue Capital Management LLC1,972$309K0.0%N/A0.031%
2/12/2026Bank of Montreal Can9,193$1.42M0.0%+42.6%0.146%
2/11/2026Picton Mahoney Asset Management1,100$169K0.0%-15.4%0.017%
2/11/2026LPL Financial LLC101,607$15.64M0.0%+1.0%1.613%
2/11/2026O Shaughnessy Asset Management LLC794$122K0.0%+73.7%0.013%
2/11/2026Daiwa Securities Group Inc.1,750$269K0.0%-67.3%0.028%
2/10/2026Goldman Sachs Group Inc.36,510$5.62M0.0%-18.2%0.580%
2/10/2026Northwestern Mutual Wealth Management Co.67,428$10.38M0.0%-0.3%1.070%
2/10/2026Godfrey Financial Associates Inc.947$146K0.1%N/A0.015%
2/6/2026Empirical Asset Management LLC3,469$534K0.1%-3.5%0.055%
2/6/2026 Pinkerton Wealth LLC1,312$202K0.0%N/A0.021%
2/5/2026AlphaCore Capital LLC1,171$180K0.0%+49.4%0.019%
2/5/2026Northwestern Mutual Wealth Management Co.155,343$23.92M0.0%+129.7%2.466%
2/5/2026Allworth Financial LP717$110K0.0%+70.7%0.011%
2/5/2026Stonebridge Financial Planning Group LLC2,104$324K0.1%-13.0%0.033%
2/3/2026Legacy Wealth Managment LLC ID232$36K0.0%N/A0.004%
2/3/2026 Retirement Planning Group LLC1,910$294K0.0%+9.3%0.030%
2/2/2026 Sachetta LLC2,257$347K0.2%-18.2%0.036%
2/2/2026 Mutual Advisors LLC8,001$1.23M0.0%-1.8%0.127%
1/29/2026UBS Group AG79,669$12.27M0.0%+2.0%1.285%
1/29/2026Sanctuary Advisors LLC12,880$1.98M0.0%+0.8%0.208%
1/28/2026Geneos Wealth Management Inc.3,276$504K0.0%-6.8%0.053%
1/26/2026 Whittier Trust Co. of Nevada Inc.1,663$271K0.0%-33.5%0.027%
1/26/2026AE Wealth Management LLC17,300$2.66M0.0%+9.5%0.281%
1/23/2026 Farther Finance Advisors LLC1,821$280K0.0%+971.2%0.030%
1/23/2026 Fifth Third Securities Inc.2,567$395K0.0%-42.7%0.042%
1/22/2026Bartlett & CO. Wealth Management LLC6,196$954K0.0%+71.3%0.102%
1/22/2026 Glass Jacobson Investment Advisors llc1,014$156K0.1%-9.0%0.017%
1/20/2026 Sovran Advisors LLC4,248$724K0.1%+18.4%0.080%
1/15/2026 Lodestone Wealth Management LLC556$86K0.0%N/A0.011%
1/15/2026Three Seasons Wealth LLC33,290$5.13M0.5%N/A0.653%
1/14/2026 Spire Wealth Management2,570$396K0.0%-10.2%0.050%
1/14/2026 Pathway Financial Advisors LLC11,377$1.86M0.2%-4.1%0.209%
1/12/2026 Wealth Management Partners LLC2,868$442K0.1%+13.2%0.053%
1/12/2026 Focus Financial Network Inc.1,438$221K0.0%N/A0.026%


IYM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYM shares?

During the previous two years, 179 institutional investors and hedge funds held shares of iShares U.S. Basic Materials ETF. The most heavily invested institutionals were The Manufacturers Life Insurance Company ($71.97M), PGIM Custom Harvest LLC ($45.01M), Citigroup Inc. ($30.21M), Bank of America Corp DE ($19.25M), Commerce Bank ($17.12M), LPL Financial LLC ($15.64M), and UBS Group AG ($12.27M).Learn more on iShares U.S. Basic Materials ETF's institutional investors.

Which institutional investors have been buying iShares U.S. Basic Materials ETF's stock?

Of the 145 institutional investors that purchased iShares U.S. Basic Materials ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: The Manufacturers Life Insurance Company ($1.09M), Northwestern Mutual Wealth Management Co. ($93.06K), Tcfg Wealth Management LLC ($66.14K), Principal Financial Group Inc. ($57.48K), BNP Paribas Financial Markets ($50K), WealthCare Asset Management LLC ($49.91K), and Three Seasons Wealth LLC ($33.29K).

How much institutional buying is happening at iShares U.S. Basic Materials ETF?

Institutional investors have bought a total of 1,416,443 shares in the last 24 months. This purchase volume represents approximately $214.29M in transactions.

Which of iShares U.S. Basic Materials ETF's major shareholders have been selling company stock?

Of the 68 institutional investors that sold iShares U.S. Basic Materials ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citigroup Inc. ($200.93K), Royal Bank of Canada ($39.44K), Goldman Sachs Group Inc. ($30.79K), Citadel Advisors LLC ($24.92K), Sachetta LLC ($21.29K), Commerce Bank ($8.79K), and Bank of Nova Scotia ($7.70K).

How much institutional selling is happening at iShares U.S. Basic Materials ETF?

Institutional investors have sold a total of 396,919 shares in the last 24 months. This volume of shares sold represents approximately $58.17M in transactions.


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This page (NYSEARCA:IYM) was last updated on 5/5/2026 by MarketBeat.com Staff.
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