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

iShares U.S. Basic Materials ETF logo
$182.09 +0.21 (+0.12%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$182.09 0.00 (0.00%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$279.79M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$62.69M
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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
10/14/2026Ifrah Financial Services Inc.1,823$325K0.1%N/A0.024%
10/13/2026Forvis Mazars Wealth Advisors LLC3,602$642K0.0%N/A0.048%
10/10/2026Atlas Brown Inc.1,246$222K0.1%N/A0.017%
10/9/2026Gerald Baker Financial Group LLC27,675$4.93M1.4%-0.7%0.382%
10/8/2026Farther Finance Advisors LLC533$95K0.0%-98.8%0.007%
10/8/2026CoreCap Advisors LLC4,541$809K0.0%-92.6%0.063%
10/7/2026American National Bank & Trust617$110K0.0%N/A0.009%
10/7/2026Pathway Financial Advisors LLC9,985$1.78M0.2%-6.2%0.141%
10/5/2026Ferguson Wellman Capital Management Inc.2,915$519K0.0%N/A0.041%
9/23/2026Envestnet Asset Management Inc.23,631$4.24M0.0%+180.8%0.394%
9/9/2026Tidal Investments LLC1,762$316K0.0%+4.6%0.026%
9/9/2026NorthRock Partners LLC1,637$294K0.0%-20.8%0.025%
9/9/2026Integrated Wealth Concepts LLC852$153K0.0%N/A0.013%
9/9/2026NewEdge Advisors LLC2,818$506K0.0%-32.5%0.042%
9/8/2026Allworth Financial LP406$73K0.0%-43.5%0.006%
8/27/2026Corient Private Wealth LP8,341$1.50M0.0%-2.1%0.125%
8/23/2026Kintra Wealth LLC3,019$563K0.0%-14.5%0.045%
8/22/2026Compass Financial Management LLC159$29K0.0%N/A0.002%
8/22/2026Three 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%
8/19/2026Field & Main Bank311$56K0.0%N/A0.005%
8/12/2026Compass Financial Management LLC159$29K0.0%N/A0.002%
7/10/2026City Holding Co.364$65K0.0%N/A0.005%
7/7/2026 First Citizens Financial Corp8,845$1.59M0.7%-0.9%0.111%
7/7/2026Balefire LLC4,790$860K0.1%N/A0.060%
7/7/2026CoreCap Advisors LLC61,497$11.04M0.3%+324.4%0.769%
7/7/2026Pathway Financial Advisors LLC10,642$1.94M0.2%-3.9%0.133%
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 Company767,520$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%
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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%
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%
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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%


IYM Institutional Ownership - Frequently Asked Questions

During the previous two years, 186 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 155 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 1,687,526 shares in the last 24 months. This purchase volume represents approximately $279.67M in transactions.

Of the 58 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), CoreCap Advisors LLC ($56.96K), Farther Finance Advisors LLC ($43.09K), Citadel Advisors LLC ($24.92K), Royal Bank of Canada ($15.21K), Goldman Sachs Group Inc. ($8.11K), and Private Advisor Group LLC ($5.13K).

Institutional investors have sold a total of 397,914 shares in the last 24 months. This volume of shares sold represents approximately $62.77M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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