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Ishares U.S. Basic Materials (IYM)

CUSIP: 464287838 | NYSE | 779 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

AIA Group Ltd616,198
1.4% of portfolio›$109.8M
Principal Financial Group Inc221,529
0.0% of portfolio›$39.5M
Summit Financial Consulting LLC45,247
5.9% of portfolio›$8.1M
Cambridge Investment Research Advisors, Inc.32,924
0.0% of portfolio›$5.9K
Sumitomo Mitsui Trust Group, Inc.29,784
0.0% of portfolio›$5.3M
Gerald Baker Financial Group LLC27,675
1.4% of portfolio›$4.9M
Three Seasons Wealth, LLC21,563
0.3% of portfolio›$3.8M
Financial Planning Fort Collins, LLC17,121
2.2% of portfolio›$3.0M
Lifestyle Asset Management, Inc.14,265
0.6% of portfolio›$2.5M
Wealthstar Advisors, LLC12,700
0.6% of portfolio›$2.3M
First Heartland Consultants, Inc.11,690
0.1% of portfolio›$2.1M
Cornerstone Wealth Group, LLC10,578
0.1% of portfolio›$1.9M
Pathway Financial Advisors LLC9,985
0.2% of portfolio›$1.8M
True Freedom Investing, LLC9,957
0.3% of portfolio›$1.8M
Buck Wealth Strategies, LLC9,893
0.2% of portfolio›$1.8M
Commonwealth Equity Services, LLC9,553
0.0% of portfolio›$1.7M
Pinkerton Wealth, LLC8,975
0.2% of portfolio›$1.6M
First Citizens Financial Corp8,812
0.7% of portfolio›$1.6M
Prospera Financial Services Inc6,508
0.0% of portfolio›$1.2M
Independent Financial Group, LLC6,499
0.0% of portfolio›$1.2M
Park Avenue Securities LLC5,772
0.0% of portfolio›$1.0K
Kestra Advisory Services, LLC5,467
0.0% of portfolio›$973.8K
Mesirow Financial Investment Management, Inc.4,947
0.0% of portfolio›$881.2K
PNC Financial Services Group, Inc.4,835
0.0% of portfolio›$861.3K
Blue Line Capital, LLC / IL4,597
0.6% of portfolio›$818.9K
Wealth Management Partners, LLC4,579
0.2% of portfolio›$815.7K
CoreCap Advisors, LLC4,541
0.0% of portfolio›$809.0K
Harmony Asset Management LLC4,282
0.2% of portfolio›$762.8K
Fifth Third Bancorp4,019
0.0% of portfolio›$715.9K
Wealth Enhancement Advisory Services, LLC3,840
0.0% of portfolio›$690.3K
Forvis Mazars Wealth Advisors, LLC3,602
0.0% of portfolio›$641.6K
Cottonwood Capital Advisors, LLC3,585
0.4% of portfolio›$638.5K
Citigroup Inc3,476
0.0% of portfolio›$619.3K
Daiwa Securities Group Inc.3,450
0.0% of portfolio›$614.5K
Concurrent Investment Advisors, LLC3,263
0.0% of portfolio›$581.3K
Essex LLC3,162
0.1% of portfolio›$563.2K
Atria Investments, Inc3,109
0.0% of portfolio›$553.8K
Ferguson Wellman Capital Management, Inc2,915
0.0% of portfolio›$519.2K
Fifth Third Securities, Inc.2,746
0.0% of portfolio›$489.1K
Bank of New York Mellon Corp2,699
0.0% of portfolio›$480.8K
Spire Wealth Management2,632
0.0% of portfolio›$468.8K
StoneX Group Inc.2,608
0.0% of portfolio›$463.7K
Patriot Investment Management Group, Inc.2,383
0.0% of portfolio›$424.5K
Lakeshore Capital Group, Inc.2,276
0.3% of portfolio›$405.4K
Legacy Advisors, LLC2,202
0.0% of portfolio›$392.2K
Mattern Wealth Management LLC2,145
0.1% of portfolio›$382.0K
Clear Creek Financial Management, LLC2,099
0.0% of portfolio›$373.8K
Magnus Financial Group LLC1,936
0.0% of portfolio›$344.9K
City Holding Co1,853
0.0% of portfolio›$330.0K
Ifrah Financial Services, Inc.1,823
0.1% of portfolio›$324.7K
Southern Capital Advisors, LLC1,664
0.1% of portfolio›$296.4K
Gilman Hill Asset Management, LLC1,500
0.0% of portfolio›$267.2K
Trueblood Wealth Management, LLC1,460
0.1% of portfolio›$260.0K
Busey Bank1,396
0.0% of portfolio›$248.7K
Brighton Jones LLC1,375
0.0% of portfolio›$245.0K
Cardinal Point Capital Management ULC1,365
0.0% of portfolio›$243.2K
Retirement Planning Group, LLC1,337
0.0% of portfolio›$238.2K
Junk Investment Group, LLC1,328
0.1% of portfolio›$236.6K
Oppenheimer & Co Inc1,316
0.0% of portfolio›$234.4K
Altura Wealth Advisors Inc.1,297
0.1% of portfolio›$231.0K
Atlas Brown,Inc.1,246
0.1% of portfolio›$221.9K
Creative Planning1,208
0.0% of portfolio›$215.2K
US Bancorp \de\1,199
0.0% of portfolio›$213.6K
Independence Bank of Kentucky1,175
0.0% of portfolio›$209.3K
Lynx Investment Advisory1,141
0.1% of portfolio›$203.2K
Montag A & Associates Inc1,000
0.0% of portfolio›$178.1K
Piscataqua Savings Bank920
0.1% of portfolio›$163.9K
Transce3nd, LLC897
0.2% of portfolio›$164.4K
Parallel Advisors, LLC843
0.0% of portfolio›$150.2K
Lodestone Wealth Management LLC692
0.0% of portfolio›$123.4K
American National Bank & Trust617
0.0% of portfolio›$109.9K
Glass Jacobson Investment Advisors llc600
0.0% of portfolio›$106.9K
Farther Finance Advisors, LLC533
0.0% of portfolio›$94.9K
Atlantic Edge Private Wealth Management, LLC490
0.0% of portfolio›$87.3K
IFP Advisors, Inc473
0.0% of portfolio›$84.3K
Harel Insurance Investments & Financial Services Ltd.465
0.0% of portfolio›$83
Cranbrook Wealth Management, LLC435
0.0% of portfolio›$77.5K
AlphaCore Capital LLC387
0.0% of portfolio›$68.9K
Parkside Financial Bank & Trust350
0.0% of portfolio›$62.3K
Creative Financial Designs Inc346
0.0% of portfolio›$61.6K
Rosenberg Matthew Hamilton230
0.0% of portfolio›$41.0K
Ascentis Independent Advisors225
0.0% of portfolio›$40.1K
Laurel Wealth Advisors LLC209
0.0% of portfolio›$37.2K
Turtle Creek Wealth Advisors, LLC206
0.0% of portfolio›$36.7K
Capital Investment Advisory Services, LLC200
0.0% of portfolio›$35.6K
Angeles Wealth Management, LLC194
0.0% of portfolio›$34.6K
Farmers & Merchants Investments Inc185
0.0% of portfolio›$33.0K
Lanark Financial, Inc.177
0.0% of portfolio›$31.5K
Abound Wealth Management176
0.0% of portfolio›$31.3K
Comprehensive Financial Planning, Inc.172
0.0% of portfolio›$30.7K
Wilmington Savings Fund Society, FSB172
0.0% of portfolio›$30.6K
Vima LLC171
0.0% of portfolio›$30.5K
Westside Investment Management, Inc.160
0.0% of portfolio›$28.5K
Mycio Wealth Partners, LLC160
0.0% of portfolio›$28.5K
Compass Financial Management LLC159
0.0% of portfolio›$28.3K
Simplex Trading, LLC139
0.0% of portfolio›$24.8K
Nova Financial LLC134
0.0% of portfolio›$23.9K
1620 Investment Advisors, Inc.130
0.0% of portfolio›$23.2K
Central Trust Co123
0.0% of portfolio›$21.9K
Armstrong Advisory Group, Inc120
0.0% of portfolio›$21.4K
Allspring Global Investments Holdings, LLC108
0.0% of portfolio›$19.2K
BankChampaign, National Association100
0.0% of portfolio›$17.8K
Harbor Investment Advisory, LLC100
0.0% of portfolio›$17.8K
Davis Capital Management88
0.0% of portfolio›$15.7K
MTM Investment Management, LLC85
0.0% of portfolio›$15.1K
Private Trust Co NA80
0.0% of portfolio›$14.3K
Assetmark, Inc73
0.0% of portfolio›$13.0K
Clark Wealth Partners63
0.0% of portfolio›$11.2K
Triumph Capital Management23
0.0% of portfolio›$4.1K
CX Institutional22
0.0% of portfolio›$4
Blue Trust, Inc.20
0.0% of portfolio›$3.6K
Mondrian Investment Partners LTD12
0.0% of portfolio›$2.2K
WestEnd Advisors, LLC9
0.0% of portfolio›$1.6K
Proathlete Wealth Management LLC3
0.0% of portfolio›$545
TD Waterhouse Canada Inc.1
0.0% of portfolio›$177
Reap Financial Group, LLC1
0.0% of portfolio›$178
StyleTurnoverLocationFiled
AIA Group Ltd
616,198$109.8M1.4%GrowthMediumHong Kong, South Korea2026-10-30
Principal Financial Group Inc
221,529$39.5M0.0%CoreLowDes Moines, IA2026-11-02
Summit Financial Consulting LLC
45,247$8.1M5.9%ETFHighSterling Heights, MI2026-10-15
Cambridge Investment Research Advisors, Inc.
32,924$5.9K0.0%ETFLowFairfield, IA2026-11-02
Sumitomo Mitsui Trust Group, Inc.
29,784$5.3M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Gerald Baker Financial Group LLC
27,675$4.9M1.4%GARPLowArlington, TX2026-10-09
Three Seasons Wealth, LLC
21,563$3.8M0.3%GrowthMediumSalt Lake City, UT2026-11-03
Financial Planning Fort Collins, LLC
17,121$3.0M2.2%ETFVery LowFort Collins, CO2026-10-16
Lifestyle Asset Management, Inc.
14,265$2.5M0.6%ETFHighFriendswood, TX2026-10-20
Wealthstar Advisors, LLC
12,700$2.3M0.6%ETFMediumPlano, TX2026-10-19
First Heartland Consultants, Inc.
11,690$2.1M0.1%ETFMediumLake St. Louis, MO2026-10-08
Cornerstone Wealth Group, LLC
10,578$1.9M0.1%CoreMediumHuntersville, NC2026-11-02
Pathway Financial Advisors LLC
9,985$1.8M0.2%ETFLowSouth Burlington, VT2026-10-07
True Freedom Investing, LLC
9,957$1.8M0.3%CoreHighCoeur D'Alene, ID2026-10-29
Buck Wealth Strategies, LLC
9,893$1.8M0.2%ValueMediumDenver, CO2026-10-28
Commonwealth Equity Services, LLC
9,553$1.7M0.0%ETFLowWaltham, MA2026-11-02
Pinkerton Wealth, LLC
8,975$1.6M0.2%CoreHighCoeur D Alene, ID2026-10-29
First Citizens Financial Corp
8,812$1.6M0.7%ETFLowMason City, IA2026-10-02
Prospera Financial Services Inc
6,508$1.2M0.0%CoreMediumDallas, TX2026-11-04
Independent Financial Group, LLC
6,499$1.2M0.0%GrowthLowSan Diego, CA2026-10-13
Park Avenue Securities LLC
5,772$1.0K0.0%ETFMediumNew York, NY2026-10-26
Kestra Advisory Services, LLC
5,467$973.8K0.0%CoreLowAustin, TX2026-11-02
Mesirow Financial Investment Management, Inc.
4,947$881.2K0.0%CoreLowChicago, IL2026-11-05
PNC Financial Services Group, Inc.
4,835$861.3K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Blue Line Capital, LLC / IL
4,597$818.9K0.6%GrowthHighChicago, IL2026-11-04
Wealth Management Partners, LLC
4,579$815.7K0.2%Agg GrowthLowTucson, AZ2026-10-21
CoreCap Advisors, LLC
4,541$809.0K0.0%ETFMediumSouthfield, MI2026-10-08
Harmony Asset Management LLC
4,282$762.8K0.2%GrowthMediumScottsdale, AZ2026-10-20
Fifth Third Bancorp
4,019$715.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Wealth Enhancement Advisory Services, LLC
3,840$690.3K0.0%CoreLowPlymouth, MN2026-10-13
Forvis Mazars Wealth Advisors, LLC
3,602$641.6K0.0%ETFVery LowSpringfield, MO2026-10-13
Cottonwood Capital Advisors, LLC
3,585$638.5K0.4%ETFVery LowSalt Lake City, UT2026-10-20
Citigroup Inc
3,476$619.3K0.0%CoreMediumNew York, NY2026-11-04
Daiwa Securities Group Inc.
3,450$614.5K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Concurrent Investment Advisors, LLC
3,263$581.3K0.0%GrowthMediumTampa, FL2026-10-16
Essex LLC
3,162$563.2K0.1%ETFLowDeer Park, IL2026-10-14
Atria Investments, Inc
3,109$553.8K0.0%CoreMediumCharlotte, NC2026-10-15
Ferguson Wellman Capital Management, Inc
2,915$519.2K0.0%CoreLowPortland, OR2026-10-05
Fifth Third Securities, Inc.
2,746$489.1K0.0%ETFLowCincinnati, OH2026-10-21
Bank of New York Mellon Corp
2,699$480.8K0.0%CoreLowNew York, NY2026-11-05
Spire Wealth Management
2,632$468.8K0.0%GrowthMediumMclean, VA2026-10-30
StoneX Group Inc.
2,608$463.7K0.0%ETFMediumNew York, NY2026-11-03
Patriot Investment Management Group, Inc.
2,383$424.5K0.0%ETFVery LowKnoxville, TN2026-10-15
Lakeshore Capital Group, Inc.
2,276$405.4K0.3%CoreVery LowRolling Meadows, IL2026-10-20
Legacy Advisors, LLC
2,202$392.2K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Mattern Wealth Management LLC
2,145$382.0K0.1%ETFVery LowLawrence, KS2026-11-04
Clear Creek Financial Management, LLC
2,099$373.8K0.0%ETFMediumSilverdale, WA2026-10-28
Magnus Financial Group LLC
1,936$344.9K0.0%ETFLowNew York, NY2026-10-21
City Holding Co
1,853$330.0K0.0%CoreLowCharleston, WV2026-10-19
Ifrah Financial Services, Inc.
1,823$324.7K0.1%ETFLowLittle Rock, AR2026-10-13
Southern Capital Advisors, LLC
1,664$296.4K0.1%ETFLowJackson, TN2026-10-26
Gilman Hill Asset Management, LLC
1,500$267.2K0.0%YieldMediumNew Canaan, CT2026-10-13
Trueblood Wealth Management, LLC
1,460$260.0K0.1%CoreLowLima, OH2026-10-23
Busey Bank
1,396$248.7K0.0%GrowthVery LowUrbana, IL2026-10-26
Brighton Jones LLC
1,375$245.0K0.0%CoreVery LowSeattle, WA2026-11-03
Cardinal Point Capital Management ULC
1,365$243.2K0.0%ValueLowToronto, Australia2026-10-21
Retirement Planning Group, LLC
1,337$238.2K0.0%ETFVery LowLeawood, KS2026-10-19
Junk Investment Group, LLC
1,328$236.6K0.1%ETFVery LowHunt Valley, MD2026-10-19
Oppenheimer & Co Inc
1,316$234.4K0.0%CoreLowNew York, NY2026-10-26
Altura Wealth Advisors Inc.
1,297$231.0K0.1%GrowthLowSanta Clara, CA2026-10-22
Atlas Brown,Inc.
1,246$221.9K0.1%GrowthLowLouisville, KY2026-10-09
Creative Planning
1,208$215.2K0.0%IndexVery LowOverland Park, KS2026-11-02
US Bancorp \de\
1,199$213.6K0.0%IndexLowMinneapolis, MN2026-11-05
Independence Bank of Kentucky
1,175$209.3K0.0%GrowthLowOwensboro, KY2026-10-26
Lynx Investment Advisory
1,141$203.2K0.1%ETFLowWashington, Dc, DC2026-10-27
Montag A & Associates Inc
1,000$178.1K0.0%CoreLowAtlanta, GA2026-10-29
Piscataqua Savings Bank
920$163.9K0.1%CoreVery LowPortsmouth, NH2026-10-21
Transce3nd, LLC
897$164.4K0.2%GrowthLowBuda, TX2026-10-26
Parallel Advisors, LLC
843$150.2K0.0%IndexLowSan Francisco, CA2026-11-03
Lodestone Wealth Management LLC
692$123.4K0.0%CoreLowSpokane, WA2026-10-14
American National Bank & Trust
617$109.9K0.0%CoreVery LowWichita Falls, TX2026-10-07
Glass Jacobson Investment Advisors llc
600$106.9K0.0%ETFLowOwings Mills, MD2026-10-26
Farther Finance Advisors, LLC
533$94.9K0.0%IndexLowSan Francisco, CA2026-10-08
Atlantic Edge Private Wealth Management, LLC
490$87.3K0.0%CoreLowJacksonville, FL2026-10-20
IFP Advisors, Inc
473$84.3K0.0%GrowthLowTampa, FL2026-10-16
Harel Insurance Investments & Financial Services Ltd.
465$830.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Cranbrook Wealth Management, LLC
435$77.5K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
AlphaCore Capital LLC
387$68.9K0.0%ETFLowLa Jolla, CA2026-11-04
Parkside Financial Bank & Trust
350$62.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Creative Financial Designs Inc
346$61.6K0.0%ETFMediumKokomo, IN2026-11-04
Rosenberg Matthew Hamilton
230$41.0K0.0%ETFVery LowGrand Junction, CO2026-10-05
Ascentis Independent Advisors
225$40.1K0.0%ETFLowDallas, TX2026-11-03
Laurel Wealth Advisors LLC
209$37.2K0.0%CoreVery LowCharlotte, NC2026-10-27
Turtle Creek Wealth Advisors, LLC
206$36.7K0.0%GrowthLowDallas, TX2026-10-15
Capital Investment Advisory Services, LLC
200$35.6K0.0%CoreMediumRaleigh, NC2026-10-30
Angeles Wealth Management, LLC
194$34.6K0.0%ETFLowSanta Monica, CA2026-10-26
Farmers & Merchants Investments Inc
185$33.0K0.0%CoreVery LowLincoln, NE2026-10-22
Lanark Financial, Inc.
177$31.5K0.0%CoreMediumBirmingham, AL2026-10-26
Abound Wealth Management
176$31.3K0.0%ETFVery LowFranklin, TN2026-10-26
Comprehensive Financial Planning, Inc.
172$30.7K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Wilmington Savings Fund Society, FSB
172$30.6K0.0%CoreLowWilmington, DE2026-10-23
Vima LLC
171$30.5K0.0%CoreLowTroy, MI2026-10-23
Westside Investment Management, Inc.
160$28.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Mycio Wealth Partners, LLC
160$28.5K0.0%Deep ValueVery LowPhiladelphia, PA2026-11-04
Compass Financial Management LLC
159$28.3K0.0%CoreN/ATampa, FL2026-10-30
Simplex Trading, LLC
139$24.8K0.0%CoreVery HighChicago, IL2026-11-04
Nova Financial LLC
134$23.9K0.0%N/AN/ATucson, AZ2026-11-04
1620 Investment Advisors, Inc.
130$23.2K0.0%ValueLowPlymouth, MA2026-11-04
Central Trust Co
123$21.9K0.0%CoreLowJefferson City, MO2026-11-05
Armstrong Advisory Group, Inc
120$21.4K0.0%ETFHighNeedham, MA2026-10-09
Allspring Global Investments Holdings, LLC
108$19.2K0.0%CoreMediumCharlotte, NC2026-11-04
BankChampaign, National Association
100$17.8K0.0%GrowthMediumChampaign, IL2026-10-19
Harbor Investment Advisory, LLC
100$17.8K0.0%GrowthLowLutherville, MD2026-10-13
Davis Capital Management
88$15.7K0.0%CoreLowJacksonville, FL2026-10-08
MTM Investment Management, LLC
85$15.1K0.0%CoreVery LowSpartanburg, SC2026-10-30
Private Trust Co NA
80$14.3K0.0%CoreLowCleveland, OH2026-10-20
Assetmark, Inc
73$13.0K0.0%ETFLowConcord, CA2026-10-21
Clark Wealth Partners
63$11.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
Triumph Capital Management
23$4.1K0.0%ETFMediumDenver, CO2026-10-14
CX Institutional
22$40.0%CoreMediumAuburn, IN2026-10-02
Blue Trust, Inc.
20$3.6K0.0%ETFLowBrentwood, TN2026-10-15
Mondrian Investment Partners LTD
12$2.2K0.0%YieldMediumLondon, United Kingdom2026-10-23
WestEnd Advisors, LLC
9$1.6K0.0%ETFMediumCharlotte, NC2026-10-27
Proathlete Wealth Management LLC
3$5450.0%ETFVery LowBoca Raton, FL2026-10-15
TD Waterhouse Canada Inc.
1$1770.0%CoreLowToronto, Australia2026-10-16
Reap Financial Group, LLC
1$1780.0%ETFLowAustin, TX2026-11-02