IYM institutional holders

iShares U.S. Basic Materials ETF · 279 reporting institutions · $775.2M reported value

Funds that can replace IYM · IYM return decomposition

Institutional holdings

Institutions reporting IYM, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$79M02026-06-30
USA Financial Formulas$63.6M02026-06-30
Two Sigma Investments, LP$62.3M02026-06-30
Morgan Stanley$58.8M23,1852026-06-30
Lpl Financial LLC$42.7M23,4582026-06-30
Assetmark, Inc$27.4M2202026-06-30
Camarda Financial Advisors, LLC$20.3M112026-06-30
Commerce Bank$19.3M02026-06-30
Foundations Investment Advisors, LLC$16.5M3022026-06-30
Modern Wealth Management, LLC$16.3M1612026-06-30
Wells Fargo & Company/mn$16.1M02026-06-30
Principal Financial Group Inc$16M02026-06-30
Ameriprise Financial Inc$15.6M02026-06-30
Cetera Investment Advisers$15.4M10,3702026-06-30
UBS Group AG$14.6M02026-06-30
Northwestern Mutual Wealth Management Co$14.1M02026-06-30
Pgim Custom Harvest LLC$11.9M02026-06-30
Osaic Holdings, Inc.$11.2M02026-06-30
Corecap Advisors, LLC$11M1182026-06-30
Three Seasons Wealth$10.4M72026-06-30
Bank of Nova Scotia$8.5M02026-06-30
Farther Finance Advisors, LLC$7.8M3342026-06-30
Summit Financial Consulting LLC$7.6M62026-06-30
First Heartland Consultants, Inc.$7.1M992026-06-30
Sharp Financial$7.1M62026-06-30
Sumitomo Mitsui Trust Group, Inc.$6.7M02026-06-30
Goldman Sachs Group Inc$6.3M02026-06-30
Royal Bank of Canada$6.3M02026-06-30
Independent Financial Group, LLC$6M4812026-06-30
Gerald Baker Financial Group LLC$5M02026-06-30
Raymond James Financial Inc$4.7M02026-06-30
Conservest Capital Advisors Inc$4.6M72026-06-30
Rockefeller Capital Management LP$4.5M3462026-06-30
Susquehanna International Group, LLP$4.3M02026-06-30
Commonwealth Equity Services, LLC$4.2M2,8632026-06-30
Envestnet Pmc$4.2M602026-06-30
Stratos Wealth Partners, Ltd.$3.8M3862026-06-30
Integrated Advisors Network LLC$3.6M792026-06-30
Equitable Holdings, Inc.$3.6M02026-06-30
Gts Securities LLC$3.4M02026-06-30
MML Investors Services, LLC$3.3M5,1202026-06-30
Citadel Advisors LLC$3.2M02026-06-30
Financial Planning Fort Collins, LLC$3M32026-06-30
Steward Partners Investment Advisory, LLC$2.7M4812026-06-30
Sanctuary Advisors, LLC$2.6M4012026-06-30
Focus Partners Wealth$2.6M1,0482026-06-30
Jpmorgan Chase & Co$2.6M02026-06-30
Lifestyle Asset Management, Inc.$2.6M162026-06-30
Hightower Advisors, LLC$2.5M1,0462026-06-30
Horizon Investments, LLC$2.5M272026-06-30
Exchange Traded Concepts, LLC$2.5M02026-06-30
Atria Investments, Inc$2.5M62026-06-30
Wealthstar Advisors, LLC$2.2M92026-06-30
Counterweight Ventures, LLC$2.1M22026-06-30
Pathway Financial Advisors LLC$1.9M62026-06-30
Buck Wealth Strategies, LLC$1.9M502026-06-30
Composition Wealth, LLC$1.9M762026-06-30
Legacy Wealth Partners, LLC$1.7M92026-06-30
Bank of Montreal /can$1.6M02026-06-30
Keystone Financial Group$1.6M342026-06-30
First Citizens Financial Corp$1.6M02026-06-30
Harvest Investment Services, LLC$1.6M272026-06-30
HSBC Holdings PLC$1.6M02026-06-30
Corient Private Wealth LP$1.5M6742026-06-30
Merit Financial Group, LLC$1.5M2952026-06-30
Navis Wealth Advisors LLC$1.5M72026-06-30
Gladstone Institutional Advisory LLC$1.4M1082026-06-30
Balboa Wealth Partners, Inc.$1.3M262026-06-30
Private Advisor Group, LLC$1.3M9272026-06-30
Tower Research Capital LLC (trc)$1.2M02026-06-30
Harbour Investments, Inc.$1.2M2472026-06-30
Jones Financial Companies LLLP$1.2M02026-06-30
Harmony Asset Management LLC$1.1M72026-06-30
&partners$1.1M5552026-06-30
Discovery Capital Management, LLC / Ct$1.1M02026-06-30
Bartlett & Co. Wealth Management LLC$1.1M322026-06-30
Roberts Glore & Co Inc /il$1.1M02026-06-30
Astoria Portfolio Advisors Llc.$952.6K122026-06-30
Blair William & Co/il$932K3292026-06-30
Kestra Advisory Services, LLC$902.8K1,4792026-06-30
Mesirow Financial Investment Management, Inc.$900.3K922026-06-30
Advisornet Wealth Partners$895.8K582026-06-30
Beacon Pointe Advisors, LLC$882.9K4662026-06-30
PNC Financial Services Group, Inc.$868K02026-06-30
Balefire, LLC$859.9K372026-06-30
Mutual Advisors, LLC$832.5K1532026-06-30
Stifel Financial Corp$828.9K02026-06-30
Nikulski Financial, Inc.$819.4K82026-06-30
Fmr LLC$810.5K02026-06-30
Wealth Management Partners, LLC$809.9K92026-06-30
Blue Line Capital, LLC / Il$763.1K72026-06-30
Wealth Enhancement Advisory Services, LLC$741.3K1,0262026-06-30
Simmons Bank$709.1K02026-06-30
Algorithmic Investment Models, LLC$690.8K72026-06-30
True Freedom Investing, LLC$683.5K22026-06-30
Citigroup Inc$658.7K02026-06-30
Geneos Wealth Management, Inc.$649.3K1932026-06-30
Forvis Mazars Wealth Advisors, LLC$646.6K832026-06-30
Cottonwood Capital Advisors, LLC$645.7K22026-06-30
Dakota Wealth Management$628.4K02026-06-30
Empirical Asset Management, LLC$622.8K122026-06-30
D. E. Shaw & Co., LP$608.4K02026-06-30
Point72 Asset Management, LP$600.7K02026-06-30
Gateway Wealth Partners, LLC$597.7K1012026-06-30
Aventura Private Wealth, LLC$595.5K32026-06-30
Mercer Global Advisors Inc /adv$582.9K02026-06-30
Franklin Resources Inc$565.5K02026-06-30
Kintra Wealth, LLC$563.3K472026-06-30
Arkadios Wealth Advisors$560K2262026-06-30
Rps Advisory Solutions LLC$558.3K42026-06-30
United Capital Financial Advisors, LLC$551K1662026-06-30
Smartleaf Asset Management LLC$542.3K92026-06-30
Pathstone Holdings, LLC$541.3K02026-06-30
Fifth Third Bancorp$536.1K02026-06-30
Ferguson Wellman Capital Management, Inc$523.3K272026-06-30
Kkm Financial LLC$517.9K12026-06-30
Belpointe Asset Management LLC$511.4K1702026-06-30
Newedge Advisors$506K6012026-06-30
Quantinno Capital Management LP$502.2K02026-06-30
Coastal Bridge Advisors, LLC$496.4K392026-06-30
Spire Wealth Management$471.7K32026-06-30
Fifth Third Securities, Inc.$470.7K1,0142026-06-30
Hfg Advisors, Inc.$462.5K02026-06-30
Ascend Investment Partners$452.9K52026-06-30
Expressive Wealth LLC$442.9K82026-06-30
Bts Asset Management, Inc.$438.5K112026-06-30
Tudor Investment Corp Et Al$436.6K02026-06-30
Patriot Investment Management Group, Inc.$427.8K152026-06-30
Mariner, LLC$425.5K02026-06-30
Captrust Financial Advisors$417.6K9622026-06-30
Mai Capital Management$414.2K3082026-06-30
Creativeone Wealth, LLC$406.7K2212026-06-30
Lakeshore Capital Group, Inc.$400.3K32026-06-30
Pinkerton Wealth, LLC$398.8K192026-06-30
Comerica Bank$395.7K02025-12-31
Legacy Advisors, LLC$394K192026-06-30
Advisory Services Network$393.1K2532026-06-30
Magnus Financial Group LLC$391.7K102026-06-30
Mattern Wealth Management LLC$385K42026-06-30
Clear Creek Financial Management, LLC$376.8K442026-06-30
Ethos Financial Group, LLC$366.6K02026-06-30
Stonex Group Inc.$363.9K02026-06-30
Ifrah Financial Services, Inc.$332.3K92026-06-30
Tidal Investments LLC$316.3K02026-06-30
Snowden Capital Advisors LLC$315.8K1222026-06-30
Iht Wealth Management LLC$314.6K1592026-06-30
Daiwa Securities Group Inc.$314.2K02026-06-30
Sequoia Financial Group, LLC$300.7K2582026-06-30
Creative Planning$299.6K1,1712026-06-30
Southern Capital Advisors, LLC$297.8K62026-06-30
Focused Alpha, LLC$297.8K62026-06-30
Northrock Partners, LLC$293.9K912026-06-30
Virtue Capital Management, LLC$293.4K892026-06-30
Cwm, LLC$288K6672026-03-31
Titan Wealth (ci) Ltd$269.4K02026-06-30
Gilman Hill Asset Management, LLC$269.3K52026-06-30
Pinnacle Financial Partners, Inc.$262.5K02026-06-30
Trueblood Wealth Management, LLC$261.2K52026-06-30
Focus Financial$256.2K1212026-06-30
Baird Financial Group, Inc.$252.8K02026-06-30
Busey Bank$250.6K02026-06-30
Ep Wealth Advisors, LLC$250.3K3382026-06-30
Retirement Planning Group, LLC$249.5K02026-06-30
Brighton Jones LLC$246.7K1592026-06-30
Cardinal Point Capital Management Ulc$244.6K82026-06-30
Junk Investment Group, LLC$238.1K22026-06-30
Nwam LLC$236.4K622026-06-30
Oppenheimer & Co. Inc.$236.3K1,1662026-06-30
Jane Street Group, LLC$235K02026-06-30
Picton Investments$233.4K02026-06-30
Stephens Inc /ar$231.8K2432026-06-30
Stonebridge Financial Planning Group, LLC$224.3K52026-06-30
Godfrey Financial Associates, Inc.$223.9K32026-06-30
Wealthcare Asset Management, LLC$223.5K62026-06-30
Atlas Brown, Inc.$223K72026-06-30
Altura Wealth Advisors Inc.$222.8K42026-06-30
Flc Capital Advisors$221.4K42026-06-30
Fairview Capital Investment Management, LLC$218.1K02026-06-30
Synovus Financial Corp$216.1K02025-09-30
US Bancorp$215.3K02026-06-30
Independence Bank of Kentucky$210.9K02026-06-30
Level Four Advisory Services$210.6K1412026-06-30
Lynx Investment Advisory$204.8K112026-06-30
Scotia Capital Inc.$200.5K02026-06-30
Montag$179.5K92026-06-30
Blackrock, Inc.$167K02026-06-30
Piscataqua Savings Bank$165.2K02026-06-30
Ifg Advisory, LLC$164.8K1102026-06-30
Integrated Wealth Concepts LLC$152.8K4802026-06-30
Whittier Trust Co of Nevada Inc$148.5K02026-06-30
Natixis$136.3K02026-06-30
Parallel Advisors, LLC$134.6K752026-06-30
Huntington National Bank$130.2K02026-06-30
Lodestone Wealth Management LLC$115.3K32026-06-30
Farmers & Merchants Investments Inc$111.8K02026-06-30
American National Bank & Trust$110.8K02026-06-30
Glass Jacobson Investment Advisors LLC$107.7K102026-06-30
Atlantic Edge Private Wealth Management, LLC$88K42026-06-30
Ifp Advisors, Inc$85.5K3182026-06-30
Truvestments Capital LLC$85.3K162026-06-30
Cranbrook Wealth Management, LLC$82.9K52026-06-30
Allworth Financial, LP$72.8K3172026-06-30
Efg International AG$71.8K02026-06-30
Ae Wealth Management LLC$69.6K4712026-06-30
Alphacore Capital LLC$69.5K692026-06-30
Providence Capital Advisors, LLC$67.5K72026-06-30
City Holding Co$65.3K02026-06-30
Colonial Trust Co / Sc$62.8K02026-06-30
Parkside Financial Bank & Trust$61.6K02026-03-31
Fiduciary Financial Advisors$56.3K512026-06-30
Field & Main Bank$55.8K02026-06-30
Capital Investment Advisory Services, LLC$51.5K1032026-06-30
Vima LLC$50.7K122026-06-30
Prudential PLC$46.7K02026-06-30
Strive Financial Group , LLC$45.6K112026-06-30
Founders Capital Management$44.9K02026-06-30
Rosenberg Matthew Hamilton$41.3K42026-06-30
Angeles Wealth Management, LLC$41.3K92026-06-30
Bankplus Trust Department$38.4K02026-06-30
Turtle Creek Wealth Advisors, LLC$37K172026-06-30
Strategic Wealth Partners, Ltd.$35.9K02026-06-30
Sachetta, LLC$34.6K02026-06-30
Regatta Research & Money Management LLC$33.8K62026-06-30
Caldwell Sutter Capital, Inc.$32.3K82026-06-30
New Republic Capital, LLC$32.3K62026-06-30
Lanark Financial, Inc.$31.8K692026-06-30
Abound Wealth Management$31.5K162026-06-30
Wilmington Savings Fund Society, Fsb$30.9K02026-06-30
Comprehensive Financial Planning, Inc./pa$30.9K02026-06-30
Mycio Wealth Partners, LLC$28.7K342026-06-30
Westside Investment Management, LLC$28.7K72026-06-30
Compass Financial Management LLC$28.5K462026-06-30
Webster Bank, N. A.$25.1K02026-06-30
1620 Investment Advisors, Inc.$23.3K42026-06-30
Central Trust Co$22.1K02026-06-30
Salem Investment Counselors Inc$20.6K132026-06-30
Armstrong Advisory Group, Inc$20.1K142026-06-30
Thurston, Springer, Miller, Herd & Titak, Inc.$19.7K02026-06-30
Anchor Investment Management, LLC$18.5K62026-03-31
Private Trust Co NA$18K02026-06-30
Bankchampaign, National Association$18K02026-06-30
Harbor Investment Advisory, LLC$18K312026-06-30
First Pacific Financial, Inc.$17.1K192026-06-30
CIBC Private Wealth Group LLC$16.9K02025-12-31
Davis Capital Management$15.8K42026-06-30
Mtm Investment Management, LLC$15.3K52026-06-30
Qube Research & Technologies Ltd$14.5K02026-06-30
Aptus Capital Advisors, LLC$13.6K212026-06-30
Oakworth Capital, Inc.$13.4K02026-06-30
Clark Wealth Partners, LLC$11.3K42026-06-30

The 250 largest of 279 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30