Skip to main content
Equibles
IYM logo

IYM · iShares U.S. Basic Materials ETF ETF

Alerts for IYM

Use IYM with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$191.10 -1.26 (-0.66%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $8,245,811
Total Shares: 45,930

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2026
Top Holder
81.1%
Sep 2023 → Jun 2026 · range 11.9% – 81.1%
+52.0 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 46.2% – 100.0%
+35.7 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 63.6% – 100.0%
+25.3 pts
HHI
6,904
Sep 2023 → Jun 2026 · range 572 – 6,904
Highly concentrated+5,607

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
1
Decreased
1
Sold Out
174
Unchanged
1
Holder count: -174
Institutional value: -99.0%
Shares held: -99.0%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
CITADEL ADVISORS LLC +24,039 37,239

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Corient Private Wealth LLC −177 8,341

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
JPMORGAN CHASE & CO 1,310,079 $230,469,095
MANUFACTURERS LIFE INSURANCE COMPANY, THE 767,520 $135,022,118
BANK OF AMERICA CORP /DE/ 374,722 $65,921,093
MORGAN STANLEY 272,927 $48,013,317
LPL Financial LLC 170,329 $29,964,277
Filter: New 0 Increased 1 Reduced 1 Sold out 174 Unchanged 1
Showing 5 of 5
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC IYM $3,202,635 38.84% 17,839
CITADEL ADVISORS LLC IYM $2,459,561 29.83% 13,700
Corient Private Wealth LLC IYM $1,497,459 18.16% 8,341
CITADEL ADVISORS LLC IYM $1,023,321 12.41% 5,700
Parkside Financial Bank & Trust IYM $62,835 0.76% 350