ISHARES U.S. BASIC MATERIALS IYM
$182.15
+1.6% 52w: $134.15 – $189.03
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data134.15161.59189.03
Jun 20, 2025 Jul 2, 2026
Institutional holders
246
+46 QoQ
13F value
$822.7M
+125.0% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
4.7×
$3.9M calls / $827K puts
Institutional value by quarter
Number of holders
Who owns IYM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 1.3M | $224.4M | 0.0% | +68742.8% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 767.5K | $135.0M | 0.1% | +64.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 374.7K | $65.9M | 0.0% | +176.5% |
| MORGAN STANLEY | Bank broker | 272.9K | $48.0M | 0.0% | +5.3% |
| LPL Financial LLC | Bank broker | 170.3K | $30.0M | 0.0% | +67.6% |
| COMMERCE BANK | Diversified mechanical | 108.0K | $19.0M | 0.1% | -2.9% |
| AE Wealth Management LLC | Wealth advisor | 101.3K | $17.8M | 0.1% | +485.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 100.2K | $17.6M | 0.0% | +34.6% |
| UBS Group AG | Bank broker | 80.9K | $14.2M | 0.0% | +1.6% |
| Destiny Wealth Partners, LLC | Wealth advisor | 79.4K | $14.0M | 1.5% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 76.1K | $13.4M | 0.0% | +12.9% |
| BANK OF NOVA SCOTIA | Bank broker | 74.1K | $13.0M | 0.0% | +191.8% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 65.8K | $11.6M | 0.0% | New |
| PGIM Custom Harvest LLC | Wealth advisor | 65.2K | $11.5M | 0.2% | -78.5% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 57.5K | $10.1M | 0.0% | New |
| WealthCare Asset Management, LLC | Wealth advisor | 49.9K | $8.8M | 9.3% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 39.8K | $7.0M | 0.0% | +85.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 35.3K | $6.2M | 0.0% | -3.2% |
| ROYAL BANK OF CANADA | Bank broker | 33.7K | $5.9M | 0.0% | -10.0% |
| Three Seasons Wealth, LLC | Wealth advisor | 29.0K | $5.1M | 1.9% | -12.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 28.5K | $5.0M | 0.0% | +41.8% |
| Gerald Baker Financial Group LLC | Other | 27.5K | $4.8M | 1.5% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 26.2K | $4.6M | 0.0% | -9.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 25.0K | $4.4M | 0.0% | +1.2% |
| Cetera Investment Advisers | Wealth advisor | 23.4K | $4.1M | 0.0% | +44.7% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 23.0K | $4.1M | 0.0% | New |
| Summit Financial Consulting LLC | Wealth advisor | 21.7K | $3.8M | 2.7% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 21.4K | $3.8M | 0.0% | +404.0% |
| Conservest Capital Advisors, Inc. | Wealth advisor | 19.7K | $3.5M | 0.3% | +751.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 18.8K | $3.3M | 0.0% | -10.1% |
| MARSHALL WACE, LLP | Quant stat arb | 18.6K | $3.3M | 0.0% | New |
| Financial Planning Fort Collins, LLC | Wealth advisor | 17.1K | $3.2M | 2.5% | -9.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 15.1K | $2.7M | 0.0% | +113.1% |
| CoreCap Advisors, LLC | Wealth advisor | 14.5K | $2.5M | 0.1% | +6608.8% |
| Focus Partners Wealth | Wealth advisor | 14.2K | $2.5M | 0.0% | +3.9% |
| Sanctuary Advisors, LLC | Wealth advisor | 13.7K | $2.4M | 0.0% | +6.2% |
| HighTower Advisors, LLC | Diversified mechanical | 13.7K | $2.4M | 0.0% | +884.8% |
| Counterweight Ventures, LLC | Other | 11.8K | $2.1M | 1.2% | +207.6% |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT ★2 | Fundamental diversified | 11.7K | $2.0M | 0.1% | New |
| Rockefeller Capital Management L.P. | Diversified mechanical | 11.6K | $2.0M | 0.0% | -0.1% |
| Pathway Financial Advisors LLC | Wealth advisor | 11.1K | $2.0M | 0.2% | -2.6% |
| Wealthstar Advisors, LLC | Wealth advisor | 11.0K | $1.9M | 1.2% | New |
| BANK OF MONTREAL /CAN/ | Bank broker | 9.1K | $1.6M | 0.0% | -1.0% |
| First Citizens Financial Corp | Wealth advisor | 8.9K | $1.6M | 0.7% | -0.5% |
| Mutual Advisors, LLC | Wealth advisor | 8.7K | $1.5M | 0.0% | +8.4% |
| Corient Private Wealth LLC | Diversified mechanical | 8.5K | $1.5M | 0.0% | -74.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 8.4K | $1.5M | 0.0% | +23.9% |
| Navis Wealth Advisors, LLC | Wealth advisor | 8.1K | $1.4M | 0.7% | +0.3% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 8.1K | $1.4M | 0.1% | -13.5% |
| Private Advisor Group, LLC | Wealth advisor | 7.9K | $1.4M | 0.0% | -39.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.