IYM — Ishares U.S. Basic Materials ETF Institutional Holders · Q3 2026
Who owns Ishares U.S. Basic Materials ETF (IYM)? 14 institutions reported holding $12.20M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gerald Baker Financial Group LLC ($4.9M), First Heartland Consultants, Inc. ($2.1M), Pathway Financial Advisors LLC ($1.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gerald Baker Financial Group LLC | $4.9M | 27,675 | Trimmed |
| 2 | First Heartland Consultants, Inc. | $2.1M | 11,690 | Trimmed |
| 3 | Pathway Financial Advisors LLC | $1.8M | 9,985 | Trimmed |
| 4 | First Citizens Financial Corp | $1.6M | 8,812 | Trimmed |
| 5 | CoreCap Advisors, LLC | $809,025 | 4,541 | Trimmed |
| 6 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $519,249 | 2,915 | Hold |
| 7 | Atlas Brown,Inc. | $221,915 | 1,246 | Added |
| 8 | AMERICAN NATIONAL BANK & TRUST | $109,906 | 617 | Hold |
| 9 | Farther Finance Advisors, LLC | $94,873 | 533 | Trimmed |
| 10 | Rosenberg Matthew Hamilton | $40,970 | 230 | Hold |
| 11 | ARMSTRONG ADVISORY GROUP, INC | $21,382 | 120 | Added |
| 12 | Davis Capital Management | $15,675 | 88 | Hold |
| 13 | CX Institutional | $4,000 | 22 | Trimmed |
| 14 | Balefire, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30