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

iShares U.S. Basic Materials ETF logo
$192.36 +0.34 (+0.18%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$275.28M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$45.21M
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IYM Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP8,341$1.50M0.0%-2.1%0.125%
8/23/2026 Kintra Wealth LLC3,019$563K0.0%-14.5%0.045%
8/22/2026 Compass Financial Management LLC159$29K0.0%N/A0.002%
8/22/2026 Three Seasons Wealth LLC57,963$10.41M1.0%+99.8%0.872%
8/21/2026 First Citizens Financial Corp8,845$1.59M0.7%-0.9%0.133%
8/19/2026 Field & Main Bank311$56K0.0%N/A0.005%
8/12/2026 Compass Financial Management LLC159$29K0.0%N/A0.002%
7/10/2026 City Holding Co.364$65K0.0%N/A0.005%
7/7/2026 First Citizens Financial Corp8,845$1.59M0.7%-0.9%0.111%
7/7/2026 Balefire LLC4,790$860K0.1%N/A0.060%
7/7/2026 CoreCap Advisors LLC61,497$11.04M0.3%+324.4%0.769%
7/7/2026 Pathway Financial Advisors LLC10,642$1.94M0.2%-3.9%0.133%
6/18/2026 Western Wealth Management LLC1,021$180K0.0%N/A0.012%
6/3/2026 NewEdge Advisors LLC4,175$734K0.0%+58.4%0.048%
5/19/2026 Western Wealth Management LLC1,021$180K0.0%N/A0.012%
5/19/2026 NewEdge Advisors LLC4,080$718K0.0%+54.8%0.047%
5/19/2026 Bank of America Corp DE374,722$65.92M0.0%+176.5%4.307%
5/19/2026 Arkadios Wealth Advisors2,873$505K0.0%+22.4%0.033%
5/18/2026 Royal Bank of Canada33,699$5.93M0.0%-10.0%0.387%
5/16/2026 The Manufacturers Life Insurance Company767,520$135.02M0.1%+64.2%8.822%
5/16/2026 Quantinno Capital Management LP3,543$623K0.0%+69.8%0.041%
5/14/2026 Bank of Nova Scotia74,110$13.04M0.0%+191.8%0.852%
5/13/2026 Cetera Investment Advisers23,415$4.12M0.0%+44.7%0.269%
5/7/2026 Parallel Advisors LLC530$93K0.0%+130.4%0.006%
5/6/2026 Bartlett & CO. Wealth Management LLC5,759$1.03M0.0%-7.1%0.066%
5/6/2026 Kesler Norman & Wride LLC2,563$451K0.1%N/A0.029%
5/6/2026 Angeles Wealth Management LLC232$41K0.0%N/A0.003%
5/6/2026 Gerald Baker Financial Group LLC27,462$4.83M1.6%N/A0.316%
5/6/2026 Independent Financial Group LLC1,233$217K0.0%N/A0.014%
5/5/2026 Three Seasons Wealth LLC29,017$5.11M1.9%-12.8%0.334%
5/5/2026 Harmony Asset Management LLC5,088$895K0.3%N/A0.058%
5/5/2026 Geneos Wealth Management Inc.3,616$636K0.0%+10.4%0.042%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.465$82K0.0%-22.2%0.005%
5/5/2026 Sanctuary 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%
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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%
3/17/2026 Rockefeller Capital Management L.P.11,606$1.79M0.0%+7.8%0.184%
3/9/2026 Corient Private Wealth LLC8,792$1.35M0.0%N/A0.140%
2/24/2026 Astoria Portfolio Advisors LLC.4,642$715K0.2%N/A0.074%
2/19/2026 Corient Private Wealth LLC24,088$3.71M0.0%N/A0.382%
2/18/2026 Strive Financial Group LLC254$39K0.0%N/A0.004%
2/18/2026 Mercer 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%
2/18/2026 Virtue Capital Management LLC1,972$309K0.0%N/A0.031%
2/18/2026 Beacon Pointe Advisors LLC6,156$948K0.0%+319.3%0.098%
2/18/2026 EP Wealth Advisors LLC1,713$264K0.0%N/A0.027%
2/18/2026 NewEdge Advisors LLC2,636$406K0.0%+50.2%0.042%
2/18/2026 OLD Mission Capital LLC2,087$321K0.0%N/A0.033%
2/17/2026 Cetera Investment Advisers16,179$2.49M0.0%-1.1%0.257%
2/17/2026 Osaic Holdings Inc.20,099$3.10M0.0%+18.4%0.319%
2/17/2026 Captrust Financial Advisors2,730$420K0.0%-9.0%0.043%
2/17/2026 &PARTNERS7,052$1.08M0.0%+3.8%0.112%
2/17/2026 Royal Bank of Canada37,452$5.77M0.0%-23.4%0.594%
2/17/2026 Titan Wealth CI Ltd1,500$231K0.1%N/A0.024%
2/16/2026 MML Investors Services LLC20,964$3.23M0.0%-2.5%0.333%
2/16/2026 Focus Partners Wealth13,714$2.11M0.0%+12.3%0.218%
2/13/2026 Kestra Advisory Services LLC4,086$629K0.0%+3.5%0.065%
2/13/2026 CreativeOne Wealth LLC2,053$316K0.0%+28.9%0.033%
2/13/2026 The Manufacturers Life Insurance Company 467,440$71.97M0.1%N/A7.420%
2/13/2026 Pin Oak Investment Advisors Inc.250$38K0.0%N/A0.004%
2/13/2026 Stifel Financial Corp3,906$601K0.0%-1.6%0.062%
2/13/2026 Commerce Bank111,174$17.12M0.1%-2.1%1.765%
2/13/2026 Smartleaf Asset Management LLC3,290$512K0.0%+328,900.0%0.052%
2/13/2026 Vivaldi Capital Management LP2,269$349K0.0%+7.6%0.036%
2/13/2026 Arkadios Wealth Advisors2,348$361K0.0%-4.2%0.037%
2/13/2026 Wells Fargo & Company MN74,466$11.47M0.0%+7.5%1.182%
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2/13/2026 Wealthspire Advisors LLC2,566$395K0.0%+153.1%0.041%
2/12/2026 Orion Porfolio Solutions LLC5,048$777K0.0%N/A0.080%
2/12/2026 Commonwealth Equity Services LLC29,063$4.48M0.0%-8.7%0.461%
2/12/2026 StoneX Group Inc.2,088$322K0.0%-6.0%0.033%
2/12/2026 Virtue Capital Management LLC1,972$309K0.0%N/A0.031%
2/12/2026 Bank of Montreal Can9,193$1.42M0.0%+42.6%0.146%
2/11/2026 Picton Mahoney Asset Management1,100$169K0.0%-15.4%0.017%
2/11/2026 LPL Financial LLC101,607$15.64M0.0%+1.0%1.613%
2/11/2026 O Shaughnessy Asset Management LLC794$122K0.0%+73.7%0.013%
2/11/2026 Daiwa Securities Group Inc.1,750$269K0.0%-67.3%0.028%


IYM Institutional Ownership - Frequently Asked Questions

During the previous two years, 184 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 ($1.08M), Bank of America Corp DE ($245.84K), Northwestern Mutual Wealth Management Co. ($92.06K), Tcfg Wealth Management LLC ($66.14K), Three Seasons Wealth LLC ($62.24K), Principal Financial Group Inc. ($57.48K), and BNP Paribas Financial Markets ($50K).

Institutional investors have bought a total of 1,663,002 shares in the last 24 months. This purchase volume represents approximately $275.28M in transactions.

Of the 55 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), Royal Bank of Canada ($15.21K), Goldman Sachs Group Inc. ($8.11K), Private Advisor Group LLC ($5.13K), Sachetta LLC ($4.40K), and Three Seasons Wealth LLC ($4.27K).

Institutional investors have sold a total of 300,489 shares in the last 24 months. This volume of shares sold represents approximately $45.21M in transactions.



Institutional ownership data for NYSEARCA:IYM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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