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Disclosery

IYM ISHARES TR

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U.S. BAS MTL ETF (fund)

270 managers (272 13F filers) reported a position in IYM shares at 2026-06-30, 4,428,485 shares in all. 44 filers opened a position and 20 filers sold out during the quarter.

Managers
270
13F filers
272
New
44
Added
85
Reduced
62
Sold out
20
Shares held by filers
4,428,485

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/439,825$79M0.01%+65,10313F-HRTimelineGroup
USA FINANCIAL FORMULAS354,526$63.6M11.65%13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP346,800$62.3M0.05%+281,00013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY327,506$58.8M<0.01%+54,57913F-HRTimelineGroup
LPL Financial LLC238,055$42.7M0.01%+67,72613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC152,872$27.4M0.05%new13F-HRTimelineGroup
Camarda Financial Advisors, LLC112,984$20.3M6.14%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK107,225$19.3M0.08%-76413F-HRTimelineGroup
Foundations Investment Advisors, LLC91,995$16.5M0.17%new13F-HRTimeline
Modern Wealth Management, LLC91,062$16.3M0.2%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89,501$16.1M<0.01%-10,70213F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC89,156$16M0.01%+31,67613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC86,997$15.6M<0.01%+79,50213F-HRTimelineGroup
Cetera Investment Advisers86,055$15.4M0.01%+62,64013F-HRTimeline
UBS Group AGgroup of 2 filers holding81,368$14.6M+348Timeline
Cambridge Investment Research Advisors,…79,550$14.3M0.03%+58,12613F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…78,713$14.1M0.01%+2,59013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC66,502$11.9M0.15%+1,25913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.62,411$11.2M0.01%+33,90613F-HRTimelineGroup
CoreCap Advisors, LLC61,497$11M0.33%+47,00613F-HRTimeline
Three Seasons Wealth, LLC57,963$10.4M0.95%+28,94613F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA47,200$8.47M0.01%-26,91013F-HRTimelineGroup
Farther Finance Advisors, LLC43,515$7.81M0.06%+41,84413F-HRTimeline
Summit Financial Consulting LLC42,511$7.63M5.18%+20,82213F-HRTimeline
First Heartland Consultants, Inc.39,664$7.12M0.46%+38,12813F-HRTimeline
Sharp Wealth Advisory, LLC39,548$7.1M3.29%new13F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …37,063$6.65M<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,346$6.35M<0.01%+113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,031$6.29M<0.01%+1,33213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC33,174$5.96M0.11%+31,94113F-HRTimeline
CENTAURUS FINANCIAL, INC.28,562$5.13M0.2%new13F-HRTimeline
Gerald Baker Financial Group LLC27,867$5M1.42%+38213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,114$4.69M<0.01%+1,15813F-HRTimelineGroup
Conservest Capital Advisors, Inc.25,900$4.65M0.37%+6,24013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,833$4.46M0.01%+13,23913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,998$4.31M<0.01%-15,82313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC23,661$4.25M0.01%-2,56513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,631$4.24M<0.01%+15,21513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding20,953$3.76M+13,855Timeline
Integrated Advisors Network LLC20,130$3.61M0.17%+18,58813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,858$3.57M0.02%+13,60313F-HRTimelineGroup
GTS SECURITIES LLC19,156$3.44M0.07%+15,51513F-HRTimeline
MML INVESTORS SERVICES, LLC18,519$3.32M0.01%-32513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,839$3.2M<0.01%new13F-HRTimelineGroup
Financial Planning Fort Collins, LLC17,172$3.04M2.4%+5213F-HRTimeline
Steward Partners Investment Advisory, L…15,153$2.72M0.01%+5913F-HRTimeline
Sanctuary Advisors, LLC14,646$2.63M0.01%+96713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,637$2.63M<0.01%+38813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,780$2.63M<0.01%-1,295,29913F-HRTimelineGroup
Lifestyle Asset Management, Inc.14,468$2.6M0.7%+10,64213F-HRTimeline
HighTower Advisors, LLC14,153$2.54M<0.01%+50313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC14,117$2.53M0.01%new13F-HR/ATimeline
Horizon Investments, LLC14,117$2.53M0.03%new13F-HRTimeline
Atria Investments, Inc13,666$2.45M0.02%new13F-HRTimeline
Wealthstar Advisors, LLC12,037$2.16M1.08%+1,05113F-HRTimeline
Counterweight Ventures, LLC11,680$2.1M1.05%-14913F-HRTimeline
Pathway Financial Advisors LLC10,642$1.94M0.23%-43513F-HRTimeline
Buck Wealth Strategies, LLC10,562$1.9M0.2%+5,70113F-HRTimeline
Composition Wealth, LLC10,396$1.87M0.02%+2,90613F-HRTimeline
Legacy Wealth Partners, LLC9,214$1.65M0.37%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,098$1.63M<0.01%013F-HRTimelineGroup
Keystone Financial Group8,986$1.61M0.1%new13F-HRTimeline
First Citizens Financial Corp8,845$1.59M0.66%-7613F-HRTimeline
Harvest Investment Services, LLC8,841$1.59M0.25%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC8,825$1.58M<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP8,341$1.5M<0.01%-17713F-HR/ATimelineGroup
Merit Financial Group, LLC8,260$1.48M0.01%new13F-HR/ATimeline
Navis Wealth Advisors, LLC8,138$1.46M0.55%+2113F-HRTimeline
Gladstone Institutional Advisory LLC7,790$1.4M0.04%-30613F-HRTimeline
Balboa Wealth Partners7,364$1.32M0.18%new13F-HRTimeline
Private Advisor Group, LLC7,359$1.32M0.01%-58213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,929$1.24M0.03%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,696$1.2M0.02%+6,27113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,601$1.19M<0.01%+1,30413F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC6,365$1.14M0.31%+1,27713F-HRTimeline
&PARTNERS6,351$1.14M<0.01%-16713F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT6,250$1.12M0.05%-5,40013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,956$1.07M0.01%+19713F-HRTimeline
ROBERTS GLORE & CO INC /IL/5,872$1.05M0.26%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding5,608$1.01M+301Timeline
Astoria Portfolio Advisors LLC.5,306$953K0.16%+1,05513F-HRTimeline
BLAIR WILLIAM & CO/IL5,192$932K<0.01%+76613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding5,029$903K-2,627Timeline
Mesirow Financial Investment Management…5,015$900K0.01%+113F-HRTimeline
AdvisorNet Financial, Inc4,990$896K0.04%+4,94513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,939$887K0.01%+1,17013F-HRTimelineGroup
Beacon Pointe Advisors, LLC4,918$883K<0.01%-1,49313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,835$868K<0.01%013F-HRTimelineGroup
Balefire, LLC4,790$860K0.14%new13F-HRTimeline
Mutual Advisors, LLC4,637$833K0.02%-4,03813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,616$829K<0.01%-2,36913F-HRTimelineGroup
Nikulski Financial, Inc.4,564$819K0.18%new13F-HRTimeline
FMR LLCin group FMR LLC4,514$810K<0.01%-1513F-HRTimelineGroup
Wealth Management Partners, LLC4,511$810K0.19%+9913F-HRTimeline
Blue Line Capital, LLC / IL4,250$763K0.66%+30313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,159$741K<0.01%-18413F-HRTimeline
Simmons Bankin group Simmons Bank3,950$709K0.04%-4613F-HRTimelineGroup
Algorithmic Investment Models, LLC3,848$691K0.8%new13F-HRTimeline
True Freedom Investing, LLC3,886$684K0.05%-1,20213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,669$659K<0.01%-9613F-HRTimelineGroup
Geneos Wealth Management Inc.3,617$649K0.01%+113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,602$647K0.01%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC3,597$646K0.39%-1113F-HRTimeline
Dakota Wealth Management3,500$628K0.01%013F-HRTimeline
Empirical Asset Management, LLC3,469$623K0.14%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,389$608K<0.01%new13F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.3,346$601K<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC3,329$598K0.04%new13F-HRTimeline
Essex LLC3,310$594K0.09%-22913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,247$583K<0.01%-69413F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,150$566K<0.01%-1,62013F-HRTimelineGroup
KINTRA WEALTH, LLC3,019$563K0.03%-51313F-HRTimeline
Arkadios Wealth Advisors3,119$560K0.01%+24613F-HRTimeline
RPS ADVISORY SOLUTIONS LLC3,110$558K0.37%+50113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,068$551K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC3,050$542K0.02%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,015$541K<0.01%013F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,915$523K0.01%013F-HRTimeline
KKM Financial LLC2,885$518K0.07%new13F-HRTimeline
Belpointe Asset Management LLC2,848$511K0.02%new13F-HRTimeline
NewEdge Advisors, LLC2,818$506K<0.01%-1,35713F-HRTimeline
Quantinno Capital Management LP2,797$502K<0.01%-74613F-HRTimeline
Coastal Bridge Advisors, LLC2,765$496K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,628$472K0.01%+413F-HRTimelineGroup
HFG Advisors, Inc.2,576$462K0.29%013F-HRTimeline
Kesler, Norman & Wride, LLC2,522$453K0.07%-4113F-HRTimeline
Expressive Wealth LLC2,467$443K0.42%+5313F-HRTimeline
BTS Asset Management, Inc.2,442$438K0.92%+73413F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,432$437K<0.01%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,383$428K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,370$425K<0.01%+3613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS2,326$418K<0.01%-40513F-HRTimeline
MAI Capital Management2,307$414K<0.01%+30513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,265$407K0.01%-2613F-HRTimelineGroup
Lakeshore Capital Group, Inc.2,229$400K0.3%-813F-HRTimeline
PINKERTON WEALTH, LLC2,267$399K0.03%+86513F-HRTimeline
Legacy Advisors, LLC2,195$394K0.04%+613F-HRTimeline
Advisory Services Network, LLC2,189$393K<0.01%+49913F-HRTimeline
Magnus Financial Group LLC2,182$392K0.03%+2113F-HRTimeline
Mattern Wealth Management LLC2,145$385K0.06%013F-HRTimeline
Clear Creek Financial Management, LLC2,099$377K0.02%013F-HRTimeline
Ethos Financial Group, LLC2,042$367K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,027$364K0.01%-27313F-HRTimelineGroup
Ifrah Financial Services, Inc.1,851$332K0.08%-713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,762$316K<0.01%+7713F-HRTimelineGroup
Snowden Capital Advisors LLC1,759$316K0.01%+1613F-HRTimeline
IHT Wealth Management, LLC1,752$315K0.01%+1613F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,750$314K<0.01%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC1,675$301K<0.01%+613F-HRTimeline
Creative Planningin group Creative Planning1,669$300K<0.01%-3213F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC1,659$298K0.12%+513F-HRTimeline
FOCUSED ALPHA, LLC1,659$298K0.08%new13F-HRTimeline
NorthRock Partners, LLC1,637$294K<0.01%-43113F-HRTimeline
Virtue Capital Management, LLC1,634$293K0.04%-17913F-HRTimeline
Titan Wealth (CI) Ltdin group Titan Investment Solutions Ltd1,500$269K0.1%013F-HRTimelineGroup
Gilman Hill Asset Management, LLC1,500$269K0.04%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,462$263K<0.01%+313F-HRTimelineGroup
Trueblood Wealth Management, LLC1,455$261K0.09%+313F-HRTimeline
Focus Financial Network, Inc.1,427$256K0.01%+113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,408$253K<0.01%-2613F-HRTimelineGroup
Busey Bank1,396$251K0.01%-7913F-HRTimeline
EP Wealth Advisors, LLC1,394$250K<0.01%-9613F-HRTimeline
GSA CAPITAL PARTNERS LLP1,392$250K0.02%-78613F-HRTimeline
Retirement Planning Group, LLC1,390$250K0.01%-46313F-HRTimeline
BRIGHTON JONES LLC1,374$247K<0.01%013F-HRTimeline
Cardinal Point Capital Management ULC1,365$245K0.01%013F-HRTimeline
Janney Montgomery Scott LLC1,353$243K<0.01%+2513F-HRTimeline
Junk Investment Group, LLC1,326$238K0.11%+113F-HRTimeline
NWAM LLC1,317$236K0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,316$236K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,309$235K<0.01%new13F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT1,300$233K<0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,291$232K<0.01%013F-HRTimelineGroup
Stonebridge Financial Planning Group, L…1,249$224K0.07%-85613F-HRTimeline
Godfrey Financial Associates, Inc.1,247$224K0.17%013F-HRTimeline
WealthCare Asset Management, LLC1,244$224K0.09%-48,66413F-HRTimeline
Atlas Brown,Inc.1,242$223K0.06%+313F-HRTimeline
Altura Wealth Advisors Inc.1,241$223K0.08%+313F-HRTimeline
FLC Capital Advisors1,233$221K0.04%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,215$218K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,199$215K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky1,175$211K0.02%+513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,173$211K0.01%013F-HRTimelineGroup
Lynx Investment Advisory1,141$205K0.07%013F-HRTimeline
SCOTIA CAPITAL INC.1,117$201K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC1,000$180K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.930$167K<0.01%+15313F-HRTimelineGroup
Piscataqua Savings Bank920$165K0.11%-10013F-HRTimeline
IFG Advisory, LLC918$165K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC852$153K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC829$148K<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers759$136K<0.01%+14413F-HRTimelineGroup
Parallel Advisors, LLC750$135K<0.01%+22013F-HRTimeline
Lodestone Wealth Management LLC642$115K0.04%+3713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…623$112K<0.01%+43813F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST617$111K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc600$108K0.03%-41413F-HRTimeline
Atlantic Edge Private Wealth Management…490$88K0.02%013F-HRTimeline
IFP Advisors, Inc476$85.5K<0.01%013F-HRTimeline
Truvestments Capital LLC475$85.3K0.01%013F-HRTimeline