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

iShares U.S. Basic Materials ETF logo
$188.17 +1.60 (+0.86%)
As of 03:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Basic Materials ETF (NYSEARCA:IYM)

Number of
Institutional Buyers
(last 12 months)
97
Total
Institutional Inflows
(last 12 months)
$271.36M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$45.39M
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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
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%
6/18/2026Western Wealth Management LLC1,021$180K0.0%N/A0.012%
6/3/2026 NewEdge Advisors LLC4,175$734K0.0%+58.4%0.048%
5/19/2026Western Wealth Management LLC1,021$180K0.0%N/A0.012%
5/19/2026 NewEdge Advisors LLC4,080$718K0.0%+54.8%0.047%
5/19/2026Bank of America Corp DE374,722$65.92M0.0%+176.5%4.307%
5/19/2026 Arkadios 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%
5/14/2026 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%
5/5/2026Three 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%
5/5/2026Sanctuary 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%
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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%
3/9/2026 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%
2/18/2026Beacon 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%
2/18/2026OLD Mission Capital LLC2,087$321K0.0%N/A0.033%
2/17/2026 Cetera Investment Advisers16,179$2.49M0.0%-1.1%0.257%
2/17/2026Osaic 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%
2/17/2026 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%
2/13/2026CreativeOne Wealth LLC2,053$316K0.0%+28.9%0.033%
2/13/2026The Manufacturers Life Insurance Company 467,440$71.97M0.1%N/A7.420%
2/13/2026 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%
2/13/2026Vivaldi Capital Management LP2,269$349K0.0%+7.6%0.036%
2/13/2026 Arkadios Wealth Advisors2,348$361K0.0%-4.2%0.037%
2/13/2026Wells 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%
2/12/2026 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%
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2/11/2026Picton Mahoney Asset Management1,100$169K0.0%-15.4%0.017%
2/11/2026 LPL Financial LLC101,607$15.64M0.0%+1.0%1.613%
2/11/2026O 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%
2/10/2026Goldman Sachs Group Inc.36,510$5.62M0.0%-18.2%0.580%
2/10/2026 Northwestern Mutual Wealth Management Co.67,428$10.38M0.0%-0.3%1.070%
2/10/2026 Godfrey Financial Associates Inc.947$146K0.1%N/A0.015%
2/6/2026 Empirical Asset Management LLC3,469$534K0.1%-3.5%0.055%
2/6/2026 Pinkerton Wealth LLC1,312$202K0.0%N/A0.021%
2/5/2026 AlphaCore Capital LLC1,171$180K0.0%+49.4%0.019%


IYM Institutional Ownership - Frequently Asked Questions

During the previous two years, 181 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 150 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 1,643,260 shares in the last 24 months. This purchase volume represents approximately $271.36M 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 302,019 shares in the last 24 months. This volume of shares sold represents approximately $45.39M in transactions.


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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 8/12/2026. New 13F filings are added each quarter as they're published.
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