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Disclosery

IYM ISHARES TR

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U.S. BAS MTL ETF (fund)

183 managers (185 13F filers) reported a position in IYM shares at 2025-06-30, 2,515,184 shares in all. 17 filers opened a position and 16 filers sold out during the quarter.

Managers
183
13F filers
185
New
17
Added
47
Reduced
61
Sold out
16
Shares held by filers
2,515,184

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CITIGROUP INCin group CITIGROUP INC404,744$56.7M0.04%-47,99513F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …316,252$44.3M0.04%new13F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC306,221$42.9M0.88%+4,29013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY238,644$33.4M<0.01%-30,18713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/131,814$18.5M<0.01%+6,46213F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK116,082$16.3M0.1%-4,85713F-HRTimelineGroup
LPL Financial LLC89,015$12.5M<0.01%+5,07313F-HRTimeline
UBS Group AGin group UBS Group AG79,373$11.1M<0.01%-6,05113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN69,423$9.72M<0.01%-3,70213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…69,330$9.71M0.01%-1,82013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,493$6.65M<0.01%-19213F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC42,570$5.96M<0.01%+9,54313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,185$5.21M<0.01%+5,50813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,722$4.44M0.01%+28,86013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,479$4.27M0.01%+12413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA25,400$3.56M0.01%-7,70013F-HRTimelineGroup
GTS SECURITIES LLC24,796$3.47M0.15%+14,74313F-HRTimeline
MML INVESTORS SERVICES, LLC20,500$2.87M0.01%+92413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,307$2.56M<0.01%+1,07613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,195$2.55M<0.01%-4,11613F-HR/ATimelineGroup
Cetera Investment Advisers16,692$2.34M<0.01%+20413F-HRTimeline
AE Wealth Management LLC15,740$2.2M0.02%+1,32813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,631$1.77M<0.01%-26213F-HRTimelineGroup
Pathway Financial Advisors LLC12,172$1.7M0.25%-7613F-HRTimeline
Composition Wealth, LLC11,683$1.64M0.03%new13F-HRTimeline
Sanctuary Advisors, LLC10,991$1.54M0.01%+8,29713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,807$1.51M<0.01%-49513F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP9,488$1.33M<0.01%-60013F-HR/ATimelineGroup
First Citizens Financial Corp9,362$1.31M0.72%-1,98913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,356$1.17M<0.01%-1,52013F-HRTimelineGroup
Gladstone Institutional Advisory LLC8,325$1.17M0.05%-9713F-HRTimeline
Mutual Advisors, LLC7,750$1.15M0.03%+5,80113F-HRTimeline
Navis Wealth Advisors, LLC8,021$1.12M0.95%+2813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,826$1.1M<0.01%+81513F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,870$962K0.01%+24313F-HRTimeline
&PARTNERS6,899$961K0.01%-37013F-HRTimeline
ROBERTS GLORE & CO INC /IL/5,903$826K0.24%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,355$750K<0.01%013F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,350$749K<0.01%+35013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,325$746K<0.01%+3813F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.5,132$719K0.04%+41613F-HRTimelineGroup
Mesirow Financial Investment Management…5,006$701K0.01%+113F-HRTimeline
Sachetta, LLC4,910$687K0.27%-16,88913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,770$668K<0.01%013F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…4,680$655K0.05%+19113F-HRTimelineGroup
MATAURO, LLC4,526$634K0.12%-68113F-HRTimeline
Simmons Bankin group Simmons Bank4,108$575K0.04%-11513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,948$553K<0.01%-42513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,818$552K<0.01%+19613F-HRTimeline
Sovran Advisors, LLC3,830$550K0.06%+1,03613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,918$549K<0.01%-1513F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC3,878$543K0.01%-3013F-HRTimeline
Counterweight Ventures, LLC3,857$540K0.35%-1713F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC3,659$512K0.34%-513F-HRTimeline
Essex LLC3,619$507K0.1%+12313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,618$507K0.01%013F-HRTimeline
Empirical Asset Management, LLC3,595$503K0.16%013F-HRTimeline
Geneos Wealth Management Inc.3,516$492K0.01%-1,22813F-HRTimeline
Dakota Wealth Management3,500$490K0.01%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,445$482K0.01%-50013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,278$459K<0.01%+48013F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,147$441K<0.01%-67613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,037$425K<0.01%-30613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,015$422K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,991$419K<0.01%+49213F-HRTimelineGroup
Stonebridge Financial Planning Group, L…2,942$412K0.17%-21013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,858$400K0.01%+813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,773$388K<0.01%+28913F-HRTimelineGroup
Coastal Bridge Advisors, LLC2,769$388K0.03%-6613F-HRTimeline
HFG Advisors, Inc.2,736$383K0.3%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,625$367K0.02%+54313F-HRTimelineGroup
Private Advisor Group, LLC2,593$363K<0.01%-4613F-HRTimeline
Mattern Wealth Management LLC2,579$361K0.08%-12713F-HRTimeline
Arkadios Wealth Advisors2,563$359K0.01%-1913F-HRTimeline
Wealth Management Partners, LLC2,450$351K0.12%-10913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,500$350K0.01%013F-HRTimeline
COMERICA BANK2,483$348K<0.01%+2613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,491$347K<0.01%-74213F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,383$334K0.02%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,324$325K<0.01%-72213F-HRTimeline
Conservest Capital Advisors, Inc.2,310$323K0.03%new13F-HRTimeline
FMR LLCin group FMR LLC2,307$323K<0.01%-4013F-HRTimelineGroup
Lakeshore Capital Group, Inc.2,263$317K0.28%+18713F-HRTimeline
Beacon Pointe Advisors, LLC2,220$311K<0.01%+213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,109$295K0.04%new13F-HRTimeline
Clear Creek Financial Management, LLC2,108$295K0.03%+513F-HRTimeline
Ethos Financial Group, LLC2,042$286K0.02%-35513F-HRTimeline
Magnus Financial Group LLC1,944$272K0.02%+7613F-HRTimeline
Belvedere Trading LLC1,872$262K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,863$261K<0.01%-78613F-HRTimelineGroup
Focus Financial Network, Inc.1,850$259K0.01%+12313F-HRTimeline
MAI Capital Management1,826$256K<0.01%-14213F-HRTimeline
Snowden Capital Advisors LLC1,768$248K0.01%013F-HRTimeline
Busey Bank1,748$245K0.01%-10613F-HRTimeline
Sequoia Financial Advisors, LLC1,705$239K<0.01%-36513F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC1,635$229K0.12%+613F-HRTimeline
ADELL HARRIMAN & CARPENTER INC1,587$222K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,572$220K<0.01%-22513F-HRTimelineGroup
Quantinno Capital Management LP1,560$219K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.1,545$216K0.02%-8813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,502$210K0.01%new13F-HRTimelineGroup
Gilman Hill Asset Management, LLC1,500$210K0.03%013F-HRTimeline
Janney Montgomery Scott LLC1,465$205K<0.01%-14613F-HRTimeline
SYNOVUS FINANCIAL CORP1,455$204K<0.01%-33513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,451$203K<0.01%new13F-HRTimelineGroup
NorthRock Partners, LLC1,443$202K0.01%-5813F-HR/ATimeline
Atria Wealth Solutions, Inc.1,442$202K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,436$201K0.01%-79613F-HRTimelineGroup
Trueblood Wealth Management, LLC1,435$201K0.08%new13F-HRTimeline
Ifrah Financial Services, Inc.1,430$200K0.05%new13F-HRTimeline
Independence Bank of Kentucky1,300$182K0.03%+6513F-HRTimeline
EP Wealth Advisors, LLC1,264$177K<0.01%-47513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,199$168K<0.01%-10013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,114$156K0.06%-43513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,061$148K+1,031Timeline
Piscataqua Savings Bank1,020$143K0.12%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,000$140K0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT1,000$140K<0.01%+10013F-HRTimeline
Cranbrook Wealth Management, LLC902$126K0.03%-5813F-HRTimeline
Qube Research & Technologies Ltd888$124K<0.01%-26913F-HRTimeline
AlphaCore Capital LLC784$110K<0.01%new13F-HRTimeline
IFP Advisors, Inc673$94.2K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC625$87.5K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST617$86.4K0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…598$84K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding586$82K0Timeline
Atlantic Edge Private Wealth Management…490$68.6K0.02%013F-HRTimeline
CX Institutional478$67K<0.01%new13F-HR/ATimeline
Truvestments Capital LLC475$66.5K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC457$64K<0.01%013F-HRTimeline
Allworth Financial LP420$58.8K<0.01%-1413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.410$57.4K<0.01%013F-HRTimelineGroup
Providence Capital Advisors, LLC376$52.6K0.01%new13F-HRTimeline
Field & Main Bank335$46.9K0.02%-3513F-HRTimeline
Farther Finance Advisors, LLC282$39.5K<0.01%+27613F-HRTimeline
SIMPLEX TRADING, LLC271$37K<0.01%+22113F-HRTimeline
Founders Capital Management250$35K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…242$33.9K<0.01%+20013F-HRTimeline
CoreCap Advisors, LLC239$33.5K<0.01%-4413F-HRTimeline
Parallel Advisors, LLC230$32.2K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton230$32.2K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department214$30K0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.200$28K<0.01%13F-HRTimeline
Smithfield Trust Co200$28K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…185$25.9K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.180$25.2K0.01%013F-HRTimeline
New Republic Capital, LLC180$25.2K0.01%013F-HRTimeline
Abound Wealth Management176$24.6K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB172$24.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.177$24K<0.01%+113F-HRTimeline
MYCIO WEALTH PARTNERS, LLC160$22.4K0.01%013F-HRTimeline
Westside Investment Management, Inc.160$22.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC159$22.2K<0.01%013F-HRTimeline
Front Row Advisors LLC130$18.2K0.01%-4013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.130$18.2K0.01%013F-HRTimeline
CENTRAL TRUST Co123$17.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.118$16.5K<0.01%+813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC117$16.4K<0.01%+3813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC115$16.1K<0.01%-1913F-HR/ATimeline
WEST PACES ADVISORS INC.115$16.1K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC105$14.7K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100$14K<0.01%-1,33813F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC100$14K<0.01%013F-HRTimeline
MTM Investment Management, LLC85$11.9K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.83$11.6K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC75$10.5K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC72$10.1K<0.01%-3213F-HRTimeline
PRIVATE TRUST CO NA70$9.8K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL59$8.22K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…55$7.68K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc45$6.3K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp30$4.2K<0.01%013F-HRTimelineGroup
TSFG, LLC27$4K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…27$3.78K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.28$3.6K<0.01%+513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC20$2.8K<0.01%013F-HRTimeline
Rise Advisors, LLC10$1.41K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC6$863<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2$281<0.01%+113F-HRTimeline
Register Financial Advisors LLC2$280<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1$142<0.01%013F-HRTimeline
REAP Financial Group, LLC1$140<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.