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Disclosery

IYM ISHARES TR

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U.S. BAS MTL ETF (fund)

178 managers (179 13F filers) reported a position in IYM shares at 2024-12-31, 2,384,043 shares in all. 11 filers opened a position and 22 filers sold out during the quarter.

Managers
178
13F filers
179
New
11
Added
44
Reduced
54
Sold out
22
Shares held by filers
2,384,043

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CITIGROUP INCin group CITIGROUP INC452,495$58.8M0.06%+1,06013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC298,613$38.8M0.76%+7,60613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY262,329$34.1M<0.01%+10,85713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/128,760$16.7M<0.01%+18613F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK127,319$16.5M0.1%+11,89313F-HRTimelineGroup
UBS Group AGin group UBS Group AG101,521$13.2M<0.01%-3,23413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN86,300$11.2M<0.01%-32,89913F-HRTimelineGroup
LPL Financial LLC76,627$9.96M<0.01%+10,88713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA75,673$9.83M<0.01%-11,87013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…66,816$8.68M0.01%+34113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,367$5.76M<0.01%-15,86313F-HRTimelineGroup
Sachetta, LLC43,934$5.71M2.25%-17213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,224$4.32M0.01%+1,97813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA33,100$4.3M0.01%013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,148$3.4M<0.01%-3,60313F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …24,055$3.13M0.05%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,600$3.06M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,701$2.95M<0.01%-18,48213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,475$2.4M0.01%+1,06613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,588$2.29M0.01%+96013F-HR/ATimelineGroup
Cetera Investment Advisers16,963$2.2M<0.01%-46413F-HRTimeline
GTS SECURITIES LLC16,795$2.18M0.11%+9,10213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,680$2.17M0.01%new13F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,094$2.09M<0.01%13F-HR/ATimelineGroup
EHP Funds Inc.14,400$1.87M1.93%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,731$1.78M<0.01%-2,36113F-HRTimelineGroup
Pathway Financial Advisors LLC12,248$1.59M0.37%013F-HRTimeline
First Citizens Financial Corp11,533$1.5M0.81%-1,78513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,308$1.47M<0.01%-23113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP10,307$1.34M<0.01%-77613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,913$1.16M<0.01%-6,29813F-HRTimelineGroup
FLOW TRADERS U.S. LLC8,773$1.14M0.05%+6,21113F-HRTimeline
&PARTNERS8,824$1.13M0.01%+4,55413F-HRTimeline
Navis Wealth Advisors, LLC7,965$1.03M1.13%+3513F-HRTimeline
Steward Partners Investment Advisory, L…6,910$898K0.01%+42013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,815$885K<0.01%-68613F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/6,253$812K0.24%013F-HRTimeline
MATAURO, LLC6,228$809K0.18%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,357$696K<0.01%+4,83513F-HRTimelineGroup
Simmons Bankin group Simmons Bank5,226$679K0.05%013F-HRTimelineGroup
Stonebridge Financial Planning Group, L…5,226$679K0.3%-66513F-HRTimeline
Mesirow Financial Investment Management…5,034$654K0.01%+113F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,000$650K<0.01%+60013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,883$634K<0.01%+1,91813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources4,770$620K<0.01%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,563$593K0.03%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,376$569K<0.01%-50713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,372$568K<0.01%-3513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,348$565K0.01%-17413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,240$551K0.01%013F-HRTimeline
UNIONVIEW, LLC4,224$549K0.4%+1913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,200$546K<0.01%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding4,101$533K+2,742Timeline
Counterweight Ventures, LLC3,874$503K0.36%-7713F-HRTimeline
Essex LLC3,860$502K0.11%-7513F-HRTimeline
Cambridge Investment Research Advisors,…3,731$485K<0.01%+30813F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…3,702$481K0.04%+91913F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC3,696$480K0.34%-2313F-HRTimeline
Empirical Asset Management, LLC3,617$470K0.16%-8013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,573$464K<0.01%-413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,513$457K<0.01%-27913F-HRTimelineGroup
Dakota Wealth Management3,500$455K0.01%013F-HRTimeline
HighTower Advisors, LLC3,457$449K<0.01%-6513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,343$434K<0.01%013F-HRTimelineGroup
Family Firm, Inc.3,159$411K0.09%+1313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,095$402K<0.01%+1,62913F-HR/ATimeline
IFG Advisory, LLC3,092$402K0.02%new13F-HRTimeline
Sanctuary Advisors, LLC2,869$397K<0.01%-1,13313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,842$369K0.01%-4713F-HRTimelineGroup
HFG Advisors, Inc.2,736$355K0.31%-7013F-HRTimeline
Mattern Wealth Management LLC2,706$352K0.08%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC2,587$336K0.02%013F-HRTimeline
Private Advisor Group, LLC2,580$335K<0.01%-2,13413F-HRTimeline
Wealth Management Partners, LLC2,559$332K0.14%013F-HRTimeline
Signal Advisors Wealth, LLC2,470$321K0.04%+7613F-HRTimeline
COMERICA BANK2,432$316K<0.01%-613F-HR/ATimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,383$310K0.02%013F-HRTimeline
Sovran Advisors, LLC2,174$292K0.04%13F-HRTimeline
FMR LLCin group FMR LLC2,225$289K<0.01%-26913F-HRTimelineGroup
Beacon Pointe Advisors, LLC2,225$289K<0.01%+53713F-HRTimeline
Busey Bank2,180$283K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,175$283K<0.01%-75113F-HRTimelineGroup
MAI Capital Management2,162$281K<0.01%-713F-HRTimeline
Clear Creek Financial Management, LLC2,153$280K0.03%+213F-HRTimeline
Legacy Advisors, LLC2,148$279K0.03%+1013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,145$279K<0.01%-2,09913F-HRTimeline
EP Wealth Advisors, LLC2,118$275K<0.01%+84913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,098$273K<0.01%+1,17713F-HRTimelineGroup
Foguth Wealth Management, LLC.1,960$269K0.07%-40813F-HRTimeline
Mutual Advisors, LLC1,949$266K0.01%-6,98113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,044$266K0.01%+213F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.2,009$261K<0.01%+813F-HRTimeline
Snowden Capital Advisors LLC1,826$237K0.01%-1513F-HRTimeline
SYNOVUS FINANCIAL CORP1,788$232K<0.01%-5313F-HRTimeline
Focus Financial Network, Inc.1,704$221K0.01%+8313F-HRTimeline
First Heartland Consultants, Inc.1,663$216K0.02%-8,95113F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC1,624$211K0.12%+813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,618$210K<0.01%-32013F-HRTimeline
Coastal Bridge Advisors, LLC1,613$210K0.05%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,559$203K<0.01%-14,43213F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,549$201K0.07%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ifrah Financial Services, Inc.1,542$200K0.06%-1313F-HRTimeline
Geneos Wealth Management Inc.1,538$200K0.01%+31013F-HRTimeline
NorthRock Partners, LLC1,501$195K0.01%013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,438$187K<0.01%+1013F-HRTimelineGroup
Qube Research & Technologies Ltd1,327$172K<0.01%+60713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,299$169K<0.01%+89913F-HRTimelineGroup
Independence Bank of Kentucky1,275$166K0.03%-4513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,010$131K<0.01%-58813F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,000$130K0.01%013F-HRTimeline
Piscataqua Savings Bank995$129K0.11%013F-HRTimeline
Cranbrook Wealth Management, LLC960$125K0.03%-2013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC829$108K<0.01%+32913F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT800$104K<0.01%-90013F-HR/ATimeline
AE Wealth Management LLC714$92.8K<0.01%-14,73613F-HRTimeline
IFP Advisors, Inc673$87.4K<0.01%+40013F-HRTimeline
CWM, LLCin group CWM, LLC673$87K<0.01%-5113F-HRTimelineGroup
GPS Wealth Strategies Group, LLC625$81.2K0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…598$78K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding586$76.1K0Timeline
Atlantic Edge Private Wealth Management…490$63.7K0.02%013F-HRTimeline
Truvestments Capital LLC475$61.7K0.02%013F-HRTimeline
Allworth Financial LP447$61.4K<0.01%+4113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC457$59.4K<0.01%013F-HRTimeline
Field & Main Bank370$48.1K0.02%013F-HRTimeline
Fairfield Financial Advisors, LTD325$42.3K0.01%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…322$41.8K<0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA305$39.5K<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC295$38.3K0.01%013F-HRTimeline
Founders Capital Management250$32.5K0.02%013F-HRTimeline
CoreCap Advisors, LLC239$31.1K<0.01%-14813F-HRTimeline
Parallel Advisors, LLC230$29.9K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton230$29.9K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department214$27.8K0.01%13F-HRTimelineGroup
NewEdge Advisors, LLC211$27.4K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.180$23.4K0.01%013F-HRTimeline
New Republic Capital, LLC180$23.4K0.02%-3713F-HRTimeline
Abound Wealth Management176$22.8K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB172$22.3K<0.01%013F-HRTimeline
Front Row Advisors LLC170$22.1K0.01%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC160$20.8K<0.01%013F-HRTimeline
Westside Investment Management, Inc.160$20.8K<0.01%013F-HRTimeline
Financial Life Planners148$19.2K0.02%13F-HRTimeline
MTM Investment Management, LLC145$18.8K0.01%013F-HRTimeline
Beacon Capital Management, LLC141$18.3K<0.01%+113F-HRTimeline
Laurel Wealth Advisors LLC140$18.2K<0.01%+4013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC134$17.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
1620 INVESTMENT ADVISORS, INC.130$16.9K0.01%013F-HRTimeline
CENTRAL TRUST Co123$16K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.110$14.3K<0.01%013F-HRTimeline
Anchor Investment Management, LLC105$13.6K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC100$13K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.100$13K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.94$12.2K<0.01%013F-HRTimelineGroup
Davis Capital Management88$11.4K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC79$10.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA70$9.1K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL58$7.58K<0.01%-40513F-HRTimeline
Federation des caisses Desjardins du Qu…55$7.13K<0.01%-30013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV52$6.78K<0.01%-15613F-HRTimeline
AdvisorNet Financial, Inc45$5.85K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…42$5.46K<0.01%-4013F-HRTimeline
SIMPLEX TRADING, LLC40$5K<0.01%new13F-HRTimeline
TSFG, LLC27$4K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp30$3.9K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…30$3.9K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.28$3.57K<0.01%013F-HRTimeline
Empowered Funds, LLC24$3.12K<0.01%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA20$2.6K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC20$2.6K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC20$2.6K<0.01%013F-HRTimeline
HighMark Wealth Management LLC6$796<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3$390<0.01%013F-HRTimeline
Register Financial Advisors LLC2$260<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1$130<0.01%013F-HRTimeline
REAP Financial Group, LLC1$130<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1$119<0.01%new13F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.