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

iShares U.S. Basic Materials ETF logo
$146.25
+0.41 (+0.28%)
(As of 11/4/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$80.88M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$29.45M
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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
11/4/2024Cottonwood Capital Advisors LLC3,719$558K0.4%-18.7%0.081%
11/2/2024 Mesirow Financial Investment Management Inc.5,033$756K0.0%-6.6%0.109%
10/28/2024 Focus Financial Network Inc.1,621$243K0.0%+7.4%0.035%
10/28/2024 Reston Wealth Management LLC336$50K0.0%N/A0.007%
10/24/2024 Arkadios Wealth Advisors1,568$235K0.0%-11.3%0.034%
10/23/2024 Allworth Financial LP406$61K0.0%-39.5%0.009%
10/23/2024 DORCHESTER WEALTH MANAGEMENT Co1,365$206K0.0%N/A0.030%
10/22/2024 Private Advisor Group LLC4,714$708K0.0%+40.6%0.102%
10/19/2024Essex LLC3,935$591K0.1%-4.0%0.086%
10/11/2024 Empirical Asset Management LLC3,697$555K0.1%-6.8%0.080%
10/8/2024 CWM LLC724$109K0.0%+15.3%0.016%
10/3/2024 First Citizens Financial Corp13,318$2M1.1%-0.6%0.290%
9/5/2024Sanctuary Advisors LLC5,240$746K0.0%N/A0.114%
8/22/2024Cetera Investment Advisers17,419$2.44M0.0%-2.0%0.379%
8/16/2024NewEdge Advisors LLC14,413$2.02M0.0%+1,626.1%0.313%
8/16/2024Northwestern Mutual Wealth Management Co.65,029$9.11M0.0%+1.6%1.414%
8/15/2024The Manufacturers Life Insurance Company307,985$43.12M0.0%N/A6.695%
8/14/2024Bank of Montreal Can7,501$1.08M0.0%-2.5%0.163%
8/13/2024AE Wealth Management LLC14,867$2.08M0.0%+9.4%0.323%
8/12/2024Mercer Global Advisors Inc. ADV4,802$672K0.0%-2.3%0.104%
8/9/2024 Mesirow Financial Investment Management Inc.5,388$755K0.0%-1.6%0.117%
8/9/2024 Fairfield Financial Advisors LTD322$45K0.0%N/A0.007%
8/8/2024 J.W. Cole Advisors Inc.1,618$227K0.0%N/A0.035%
8/8/2024Envestnet Asset Management Inc.16,366$2.29M0.0%-16.6%0.356%
8/8/2024Stonebridge Financial Planning Group LLC6,421$899K0.5%+15.3%0.140%
8/7/2024Daiwa Securities Group Inc.4,400$616K0.0%+10.0%0.096%
8/7/2024Sachetta LLC42,736$6.11M2.5%+22.5%0.929%
8/1/2024 Family Asset Management LLC1,646$230K0.1%-9.0%0.036%
7/31/2024Picton Mahoney Asset Management3,900$550K0.0%-17.0%0.085%
7/31/2024Commonwealth Equity Services LLC39,978$5.60M0.0%-0.3%0.869%
7/31/2024 IFG Advisory LLC3,082$432K0.0%N/A0.067%
7/29/2024 Arkadios Wealth Advisors1,767$247K0.0%N/A0.038%
7/25/2024 Clear Creek Financial Management LLC2,150$301K0.0%-9.4%0.047%
7/24/2024 Pathway Financial Advisors LLC12,248$1.72M0.5%-5.6%0.266%
7/24/2024&PARTNERS5,328$746K0.0%+38.2%0.116%
7/23/2024Essex LLC4,100$574K0.1%-10.0%0.089%
7/16/2024 Foguth Wealth Management LLC.2,665$373K0.2%+5.5%0.058%
7/15/2024 Fifth Third Securities Inc.2,857$400K0.0%+36.4%0.062%
7/15/2024 Patriot Investment Management Group Inc.2,408$337K0.0%-17.7%0.052%
7/13/2024 HFG Advisors Inc.2,806$393K0.4%-5.3%0.061%
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5/31/2024 First Citizens Financial Corp13,539$2M1.2%-1.3%0.294%
5/24/2024Cetera Advisors LLC8,323$1.23M0.0%+16.0%0.181%
5/24/2024Cetera Investment Advisers17,767$2.63M0.0%+1,018.8%0.386%
5/17/2024Comerica Bank2,677$395K0.0%-37.2%0.058%
5/14/2024EP Wealth Advisors LLC1,145$169K0.0%-29.8%0.025%
5/14/2024 Mattern Wealth Management LLC2,746$406K0.1%-40.4%0.060%
5/9/2024Picton Mahoney Asset Management4,700$694K0.0%+104.3%0.102%
5/7/2024Oppenheimer & Co. Inc.1,448$214K0.0%N/A0.031%
5/4/2024Essex LLC4,555$673K0.2%-6.4%0.099%
5/3/2024Commerce Bank117,528$17.36M0.1%-0.2%2.555%
5/1/2024 Janney Montgomery Scott LLC2,462$364K0.0%+64.8%0.054%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co1,365$201K0.0%N/A0.030%
4/30/2024 Private Advisor Group LLC3,408$503K0.0%-6.9%0.074%
4/29/2024Commonwealth Equity Services LLC40,112$5.93M0.0%-7.2%0.872%
4/27/2024 Kellett Wealth Advisors LLC10,972$1.62M1.1%+26.8%0.239%
4/26/2024 Trueblood Wealth Management LLC1,431$211K0.1%N/A0.031%
4/26/2024Cottonwood Capital Advisors LLC4,643$664K0.5%-6.1%0.101%
4/26/2024 Clear Creek Financial Management LLC2,373$351K0.0%-6.6%0.052%
4/26/2024 Mesirow Financial Investment Management Inc.5,475$809K0.0%N/A0.119%
4/23/2024Raymond James Financial Services Advisors Inc.9,014$1.33M0.0%-19.2%0.212%
4/19/2024FORVIS Wealth Advisors LLC4,522$668K0.0%+2.1%0.106%
4/18/2024 HFG Advisors Inc.2,963$438K0.4%-10.2%0.070%
4/17/2024 Foguth Wealth Management LLC.2,526$373K0.2%N/A0.059%
4/16/2024 Independence Bank of Kentucky2,175$321K0.1%-10.3%0.051%
4/16/2024 Dohj LLC4,911$726K0.2%N/A0.116%
4/11/2024&PARTNERS3,856$570K0.1%N/A0.091%
3/4/2024 Vima LLC861$119K0.3%N/A0.014%
2/28/2024EP Wealth Advisors LLC1,632$225K0.0%N/A0.027%
2/27/2024Counterweight Ventures LLC12,770$1.76M1.6%N/A0.215%
2/12/2024Focus Financial Network Inc. ADV1,484$205K0.0%N/A0.025%
2/12/2024Steward Partners Investment Advisory LLC6,839$945K0.0%-48.8%0.115%
2/9/2024Advisory Services Network LLC1,521$210K0.0%-82.1%0.026%
2/9/2024Commerce Bank117,748$16.27M0.1%-2.2%1.979%
2/9/2024Sachetta LLC34,898$4.82M2.3%N/A0.587%
2/9/2024Wells Fargo & Company MN162,507$22.45M0.0%+0.7%2.731%
2/9/2024UBS Group AG140,200$19.37M0.0%+6.6%2.356%
2/8/2024TrinityPoint Wealth LLC1,520$210K0.0%-4.8%0.026%
2/8/2024Atlantic Edge Private Wealth Management LLC490$68K0.0%N/A0.008%
2/8/2024Navellier & Associates Inc.2,356$326K0.0%N/A0.040%
2/8/2024Beacon Pointe Advisors LLC2,122$293K0.0%-13.2%0.036%
2/8/2024 MinichMacGregor Wealth Management LLC2,147$297K0.1%-16.6%0.036%
2/8/2024Wade G W & Inc.16,230$2.24M0.1%-2.0%0.273%
2/8/2024 Nvwm LLC6,934$958K0.3%+593.4%0.117%
2/7/2024 NBC Securities Inc.192$26K0.0%-43.5%0.003%
2/7/2024 Principal Securities Inc.1,382$191K0.0%N/A0.023%
2/6/2024Picton Mahoney Asset Management2,300$318K0.0%+139.6%0.039%
2/6/2024 Family Asset Management LLC1,916$265K0.2%-43.4%0.032%
2/6/2024 Private Advisor Group LLC3,659$506K0.0%+15.8%0.061%
2/6/2024 Ifrah Financial Services Inc.3,116$430K0.1%-33.3%0.052%
2/5/2024 Navis Wealth Advisors LLC7,845$1.08M1.4%+1.1%0.132%
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2/2/2024Atria Wealth Solutions Inc.1,924$266K0.0%N/A0.032%
2/1/2024 Nikulski Financial Inc.7,477$1.03M0.4%-1.5%0.126%
2/1/2024 CWM LLC636$88K0.0%+15.6%0.011%
1/31/2024 Wetzel Investment Advisors Inc.308$43K0.0%N/A0.005%
1/31/2024 Kellett Wealth Advisors LLC8,653$1.20M0.9%N/A0.145%
1/29/2024 Graypoint LLC1,531$212K0.0%N/A0.026%
1/29/2024Essex LLC4,865$672K0.2%-24.6%0.082%
1/26/2024Turtle Creek Wealth Advisors LLC206$28K0.0%N/A0.003%
1/25/2024 International Assets Investment Management LLC28,212$3.90M0.0%N/A0.474%
1/24/2024 Allworth Financial LP744$103K0.0%-20.6%0.013%
(Data available from 1/1/2016 forward)

IYM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYM shares?

During the previous two years, 180 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 ($43.12M), Bank of America Corp DE ($41.79M), PGIM Custom Harvest LLC ($36.24M), Wells Fargo & Company MN ($22.45M), UBS Group AG ($19.37M), Royal Bank of Canada ($18.67M), and Commerce Bank ($17.36M).Learn more on IYM's institutional investors.

Which institutional investors have been buying iShares U.S. Basic Materials ETF stock?

Of the 134 institutional investors that purchased iShares U.S. Basic Materials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: The Manufacturers Life Insurance Company ($307.99K), Pinkerton Retirement Specialists LLC ($109.83K), MML Investors Services LLC ($103.57K), Clear Creek Financial Management LLC ($67.72K), International Assets Investment Management LLC ($56.42K), Prospera Financial Services Inc ($55.56K), and SPC Financial Inc. ($49.10K).

How much institutional buying is happening at iShares U.S. Basic Materials ETF?

Institutional investors have bought a total of 1,460,893 shares in the last 24 months. This purchase volume represents approximately $193.15M in transactions.

Which iShares U.S. Basic Materials ETF major shareholders have been selling company stock?

Of the 89 institutional investors that sold iShares U.S. Basic Materials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Prudential Financial Inc. ($230.94K), SPC Financial Inc. ($193.35K), Clear Creek Financial Management LLC ($73.23K), Raymond James & Associates ($66.59K), MinichMacGregor Wealth Management LLC ($61.58K), Bank of America Corp DE ($57.54K), and Advisor Group Holdings Inc. ($44.51K).

How much institutional selling is happening at iShares U.S. Basic Materials ETF?

Institutional investors have sold a total of 1,207,677 shares in the last 24 months. This volume of shares sold represents approximately $149.02M in transactions.


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This page (NYSEARCA:IYM) was last updated on 11/4/2024 by MarketBeat.com Staff
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