IYM Institutional Ownership
iShares U.S. Basic Materials ETF
1W: -1.4%
1M: -5.9%
3M: -1.0%
YTD: +15.0%
1Y: +22.6%
3Y: +49.3%
5Y: +54.1%
$180.26
+2.63 (+1.48%)
Weekly Expected Move ±2.4%
$172
$176
$180
$184
$189
Overview
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Institutional Ownership — IYM
296
Institutional Holders
+30 vs prior quarter
0.0%
Ownership
+0.00pp
795M
Total Invested
49
New Positions
85
Increased
84
Reduced
21
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (308 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 439,825 | 79M | +65,103 | +17.4% | 15Q | SEC ↗ |
| 2 | USA FINANCIAL FORMULAS NEW | 354,526 | 64M | — | +0.0% | 1Q | SEC ↗ |
| 3 | TWO SIGMA INVESTMENTS, LP | 346,800 | 63M | +281,000 | +427.1% | 2Q | SEC ↗ |
| 4 | MORGAN STANLEY | 327,506 | 59M | +54,579 | +20.0% | 60Q | SEC ↗ |
| 5 | LPL Financial LLC | 238,055 | 43M | +67,726 | +39.8% | 54Q | SEC ↗ |
| 6 | ASSETMARK, INC NEW | 152,872 | 28M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Camarda Financial Advisors, LLC NEW | 112,984 | 20M | — | +0.0% | 1Q | SEC ↗ |
| 8 | COMMERCE BANK | 107,225 | 19M | -764 | -0.7% | 90Q | SEC ↗ |
| 9 | Foundations Investment Advisors, LLC NEW | 91,995 | 17M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Modern Wealth Management, LLC NEW | 91,062 | 16M | — | +0.0% | 1Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 89,501 | 16M | -10,702 | -10.7% | 97Q | SEC ↗ |
| 12 | PRINCIPAL FINANCIAL GROUP INC | 89,156 | 16M | +31,676 | +55.1% | 2Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 86,997 | 16M | +79,502 | +1060.7% | 16Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 86,055 | 16M | +62,640 | +267.5% | 14Q | SEC ↗ |
| 15 | UBS Group AG | 81,336 | 15M | +391 | +0.5% | 47Q | SEC ↗ |
| 16 | Cambridge Investment Research Advisors | 79,550 | 14M | +58,126 | +271.3% | 25Q | SEC ↗ |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 78,713 | 14M | +2,590 | +3.4% | 39Q | SEC ↗ |
| 18 | PGIM Custom Harvest LLC | 66,502 | 12M | +1,259 | +1.9% | 15Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 62,411 | 11M | +33,906 | +118.9% | 26Q | SEC ↗ |
| 20 | CoreCap Advisors, LLC | 61,497 | 11M | +47,006 | +324.4% | 8Q | SEC ↗ |
| 21 | Three Seasons Wealth, LLC | 57,963 | 10M | +28,946 | +99.8% | 3Q | SEC ↗ |
| 22 | BANK OF NOVA SCOTIA | 47,200 | 9M | -26,910 | -36.3% | 15Q | SEC ↗ |
| 23 | Farther Finance Advisors, LLC | 43,515 | 8M | +41,844 | +2504.1% | 14Q | SEC ↗ |
| 24 | Summit Financial Consulting LLC | 42,511 | 8M | +20,822 | +96.0% | 2Q | SEC ↗ |
| 25 | First Heartland Consultants, Inc. | 39,664 | 7M | +38,128 | +2482.3% | 14Q | SEC ↗ |
| 26 | Sharp Wealth Advisory, LLC NEW | 39,548 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Sumitomo Mitsui Trust Group, Inc. NEW | 37,063 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 28 | GOLDMAN SACHS GROUP INC | 35,346 | 6M | +1 | +0.0% | 15Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 35,031 | 6M | +1,332 | +4.0% | 67Q | SEC ↗ |
| 30 | INDEPENDENT FINANCIAL GROUP, LLC | 33,174 | 6M | +31,941 | +2590.5% | 2Q | SEC ↗ |
| 31 | CENTAURUS FINANCIAL, INC. NEW | 28,562 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Gerald Baker Financial Group LLC | 27,867 | 5M | +382 | +1.4% | 2Q | SEC ↗ |
| 33 | RAYMOND JAMES FINANCIAL INC | 26,114 | 5M | +1,158 | +4.6% | 7Q | SEC ↗ |
| 34 | Conservest Capital Advisors, Inc. | 25,900 | 5M | +6,240 | +31.7% | 5Q | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 24,833 | 4M | +13,239 | +114.2% | 22Q | SEC ↗ |
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,998 | 4M | -15,823 | -39.7% | 23Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 23,661 | 4M | -2,565 | -9.8% | 35Q | SEC ↗ |
| 38 | ENVESTNET ASSET MANAGEMENT INC | 23,631 | 4M | +15,215 | +180.8% | 69Q | SEC ↗ |
| 39 | Stratos Wealth Partners, LTD. | 20,953 | 4M | +19,671 | +1534.4% | 2Q | SEC ↗ |
| 40 | Integrated Advisors Network LLC | 20,130 | 4M | +18,588 | +1205.4% | 2Q | SEC ↗ |
| 41 | Equitable Holdings, Inc. | 19,858 | 4M | +13,603 | +217.5% | 2Q | SEC ↗ |
| 42 | GTS SECURITIES LLC | 19,156 | 3M | +15,515 | +426.1% | 2Q | SEC ↗ |
| 43 | MML INVESTORS SERVICES, LLC | 18,519 | 3M | -325 | -1.7% | 20Q | SEC ↗ |
| 44 | CITADEL ADVISORS LLC NEW | 17,839 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Financial Planning Fort Collins, LLC | 17,172 | 3M | +52 | +0.3% | 3Q | SEC ↗ |
| 46 | Steward Partners Investment Advisory, | 15,153 | 3M | +59 | +0.4% | 29Q | SEC ↗ |
| 47 | JPMORGAN CHASE & CO | 14,780 | 3M | -1,295,299 | -98.9% | 23Q | SEC ↗ |
| 48 | Sanctuary Advisors, LLC | 14,646 | 3M | +967 | +7.1% | 9Q | SEC ↗ |
| 49 | Focus Partners Wealth | 14,637 | 3M | +388 | +2.7% | 7Q | SEC ↗ |
| 50 | Lifestyle Asset Management, Inc. | 14,468 | 3M | +10,642 | +278.1% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| USA FINANCIAL FORMULAS | 354,526 | 64M |
| ASSETMARK, INC | 152,872 | 28M |
| Camarda Financial Advisors, LLC | 112,984 | 20M |
| Foundations Investment Advisors, LL | 91,995 | 17M |
| Modern Wealth Management, LLC | 91,062 | 16M |
| Sharp Wealth Advisory, LLC | 39,548 | 7M |
| Sumitomo Mitsui Trust Group, Inc. | 37,063 | 7M |
| CENTAURUS FINANCIAL, INC. | 28,562 | 5M |
| CITADEL ADVISORS LLC | 17,839 | 3M |
| EXCHANGE TRADED CONCEPTS, LLC | 14,117 | 3M |
| Horizon Investments, LLC | 14,117 | 3M |
| Atria Investments, Inc | 13,666 | 2M |
| Legacy Wealth Partners, LLC | 9,214 | 2M |
| Keystone Financial Group | 8,986 | 2M |
| Harvest Investment Services, LLC | 8,841 | 2M |
| HSBC HOLDINGS PLC | 8,825 | 2M |
| Merit Financial Group, LLC | 8,260 | 1M |
| Balboa Wealth Partners | 7,364 | 1M |
| Tower Research Capital LLC (TRC) | 6,929 | 1M |
| Balefire, LLC | 4,790 | 863K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPAN | 767,520 | 138M |
| Destiny Wealth Partners, LLC | 79,439 | 14M |
| MILLENNIUM MANAGEMENT LLC | 23,024 | 4M |
| MARSHALL WACE, LLP | 18,576 | 3M |
| Stratos Wealth Advisors, LLC | 5,816 | 1M |
| Orion Porfolio Solutions, LLC | 5,048 | 910K |
| Sovran Advisors, LLC | 4,248 | 766K |
| HBW ADVISORY SERVICES LLC | 2,601 | 469K |
| Wealthspire Advisors, LLC | 2,523 | 455K |
| Accent Capital Management, LLC | 2,414 | 435K |
| Scientech Research LLC | 2,350 | 424K |
| OLD MISSION CAPITAL LLC | 2,087 | 376K |
| Fisher Asset Management, LLC | 2,083 | 375K |
| ROMAN BUTLER FULLERTON & CO | 1,379 | 249K |
| Independent Advisor Alliance | 1,310 | 236K |
| RAM Investment Partners, LLC | 1,298 | 234K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1,168 | 211K |
| XTX Topco Ltd | 1,147 | 207K |
| Western Wealth Management, LLC | 1,021 | 184K |
| Belvedere Trading LLC | 250 | 45K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -1,295,299 | -98.9% | 14,780 |
| AE Wealth Management LLC | -100,899 | -99.6% | 388 |
| WealthCare Asset Management, LLC | -48,664 | -97.5% | 1,244 |
| BANK OF NOVA SCOTIA | -26,910 | -36.3% | 47,200 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -15,823 | -39.7% | 23,998 |
| WELLS FARGO & COMPANY/MN | -10,702 | -10.7% | 89,501 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / | -5,400 | -46.4% | 6,250 |
| Mutual Advisors, LLC | -4,038 | -46.5% | 4,637 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,565 | -9.8% | 23,661 |
| STIFEL FINANCIAL CORP | -2,369 | -33.9% | 4,616 |
| FRANKLIN RESOURCES INC | -1,620 | -34.0% | 3,150 |
| Beacon Pointe Advisors, LLC | -1,493 | -23.3% | 4,918 |
| Kestra Advisory Services, LLC | -1,459 | -22.5% | 5,029 |
| NewEdge Advisors, LLC | -1,357 | -32.5% | 2,818 |
| True Freedom Investing, LLC | -1,202 | -23.6% | 3,886 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -1,067 | -96.3% | 41 |
| Stonebridge Financial Planning Grou | -856 | -40.7% | 1,249 |
| GSA CAPITAL PARTNERS LLP | -786 | -36.1% | 1,392 |
| COMMERCE BANK | -764 | -0.7% | 107,225 |
| Quantinno Capital Management LP | -746 | -21.1% | 2,797 |