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

iShares U.S. Basic Materials ETF logo
$182.15 0.00 (0.00%)
As of 07/2/2026 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)
107
Total
Institutional Inflows
(last 12 months)
$313.51M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$50.20M
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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
6/18/2026Western Wealth Management LLC1,021$180K0.0%N/A0.012%
6/3/2026NewEdge Advisors LLC4,175$734K0.0%+58.4%0.048%
5/19/2026Western Wealth Management LLC1,021$180K0.0%N/A0.012%
5/19/2026NewEdge Advisors LLC4,080$718K0.0%+54.8%0.047%
5/19/2026Bank of America Corp DE374,722$65.92M0.0%+176.5%4.307%
5/19/2026Arkadios Wealth Advisors2,873$505K0.0%+22.4%0.033%
5/18/2026Royal Bank of Canada33,699$5.93M0.0%-10.0%0.387%
5/16/2026The Manufacturers Life Insurance Company 767,520$135.02M0.1%+64.2%8.822%
5/16/2026Quantinno Capital Management LP3,543$623K0.0%+69.8%0.041%
5/14/2026Bank of Nova Scotia74,110$13.04M0.0%+191.8%0.852%
5/13/2026Cetera Investment Advisers23,415$4.12M0.0%+44.7%0.269%
5/7/2026Parallel Advisors LLC530$93K0.0%+130.4%0.006%
5/6/2026Bartlett & CO. Wealth Management LLC5,759$1.03M0.0%-7.1%0.066%
5/6/2026Kesler Norman & Wride LLC2,563$451K0.1%N/A0.029%
5/6/2026Angeles Wealth Management LLC232$41K0.0%N/A0.003%
5/6/2026Gerald Baker Financial Group LLC27,462$4.83M1.6%N/A0.316%
5/6/2026Independent Financial Group LLC1,233$217K0.0%N/A0.014%
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%
5/5/2026Conservest Capital Advisors Inc.19,660$3.46M0.3%+751.1%0.226%
5/4/2026Retirement Planning Group LLC1,853$326K0.0%-3.0%0.021%
5/4/2026HBW Advisory Services LLC2,601$458K0.0%N/A0.030%
5/4/2026Principal Financial Group Inc.57,480$10.11M0.0%N/A0.661%
5/1/2026Fifth Third Bancorp2,706$476K0.0%N/A0.031%
5/1/2026Sachetta LLC511$90K0.0%-77.4%0.006%
5/1/2026Independence Bank of Kentucky1,170$206K0.0%-4.9%0.013%
5/1/2026WealthCare Asset Management LLC49,908$8.78M9.3%N/A0.558%
4/30/2026Roman Butler Fullerton & Co.1,379$254K0.1%N/A0.015%
4/30/2026Kestra Advisory Services LLC6,488$1.14M0.0%+58.8%0.072%
4/29/2026Integrated Advisors Network LLC1,542$271K0.0%N/A0.017%
4/28/2026Whittier Trust Co. of Nevada Inc.829$148K0.0%-50.2%0.009%
4/28/2026Ascentis Independent Advisors225$40K0.0%N/A0.003%
4/28/2026Stephens Inc. AR1,291$227K0.0%N/A0.014%
4/28/2026Astoria Portfolio Advisors LLC.4,251$783K0.2%-8.4%0.047%
4/28/2026Wealthstar Advisors LLC10,986$1.93M0.9%N/A0.123%
4/27/2026Counterweight Ventures LLC11,829$2.08M1.2%+207.6%0.132%
4/27/2026Turtle Creek Wealth Advisors LLC206$36K0.0%N/A0.002%
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4/27/2026Private Advisor Group LLC7,941$1.40M0.0%-39.2%0.089%
4/23/2026Simmons Bank3,996$703K0.0%-3.4%0.045%
4/22/2026Ifrah Financial Services Inc.1,858$327K0.1%+33.3%0.021%
4/22/2026Janney Montgomery Scott LLC1,328$234K0.0%N/A0.017%
4/20/2026Kestra Private Wealth Services LLC1,168$205K0.0%N/A0.015%
4/17/2026Cottonwood Capital Advisors LLC3,608$635K0.4%-2.0%0.047%
4/17/2026Wealth Management Partners LLC4,412$776K0.2%+53.8%0.058%
4/17/2026Atlas 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%
2/24/2026Astoria 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%
2/18/2026Financial 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%
2/16/2026MML Investors Services LLC20,964$3.23M0.0%-2.5%0.333%
2/16/2026Focus Partners Wealth13,714$2.11M0.0%+12.3%0.218%
2/13/2026Kestra 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%
2/13/2026Wealthspire Advisors LLC2,566$395K0.0%+153.1%0.041%
2/12/2026Orion Porfolio Solutions LLC5,048$777K0.0%N/A0.080%
2/12/2026Commonwealth 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%
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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%
2/6/2026Pinkerton 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%
2/3/2026Retirement Planning Group LLC1,910$294K0.0%+9.3%0.030%
2/2/2026Sachetta LLC2,257$347K0.2%-18.2%0.036%


IYM Institutional Ownership - Frequently Asked Questions

During the previous two years, 185 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 ($135.02M), Bank of America Corp DE ($65.92M), PGIM Custom Harvest LLC ($45.01M), Citigroup Inc. ($30.21M), Commerce Bank ($17.12M), LPL Financial LLC ($15.64M), and Bank of Nova Scotia ($13.04M).Learn more on iShares U.S. Basic Materials ETF's institutional investors.

Of the 151 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 ($1.39M), Bank of America Corp DE ($245.84K), Northwestern Mutual Wealth Management Co. ($93.06K), Tcfg Wealth Management LLC ($66.14K), Principal Financial Group Inc. ($57.48K), BNP Paribas Financial Markets ($50K), and WealthCare Asset Management LLC ($49.91K).

Institutional investors have bought a total of 1,959,080 shares in the last 24 months. This purchase volume represents approximately $313.51M in transactions.

Of the 66 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), Citadel Advisors LLC ($24.92K), Sachetta LLC ($21.29K), Royal Bank of Canada ($15.21K), Goldman Sachs Group Inc. ($8.11K), Bank of Nova Scotia ($7.70K), and Private Advisor Group LLC ($5.13K).

Institutional investors have sold a total of 336,462 shares in the last 24 months. This volume of shares sold represents approximately $50.20M in transactions.


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This page (NYSEARCA:IYM) was last updated on 7/5/2026 by MarketBeat.com Staff.
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