Security record · archived quarter
IYM
name pending profile ingest
46Tracked holders
0Δ holders
1.60MShares held
$244.23MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 55 | +4 | 2.52M | $452.03M | +8 | −5 |
| Q1 2026 | 53 | +7 | 3.76M | $655.91M | +9 | −2 |
| Q4 2025 | 46 | 0 | 1.60M | $244.23M | +1 | −1 |
| Q3 2025 | 6 | 0 | 293.11K | $43.44M | — | — |
| Q2 2025 | 3 | -1 | 39.90K | $5.59M | — | −1 |
| Q1 2025 | 2 | +1 | 33.18K | $4.47M | +1 | — |
| Q4 2024 | 1 | 0 | 13.73K | $1.78M | — | — |
| Q3 2024 | 1 | -1 | 16.09K | $2.42M | — | −1 |
| Q2 2024 | 2 | — | 19.94K | $2.79M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Manufacturers Life Insurance… | 467.44K | — | $71.97M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 259.21K | +14.6% | $39.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 135.53K | — | $20.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 101.61K | — | $15.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 79.67K | — | $12.27M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 74.47K | — | $11.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Northwestern Mutual Wealth… | 67.43K | — | $10.38M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citigroup Inc | 53.83K | — | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 37.45K | — | $5.77M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Goldman Sachs Group ✦ | 36.51K | -18.2% | $5.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 29.06K | — | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of Nova Scotia | 25.40K | — | $3.91M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 24.66K | — | $3.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 21.45K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 20.96K | — | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 20.10K | — | $3.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Corient Private Wealth LP | 32.88K | — | $2.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 16.18K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 13.71K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 11.61K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 9.19K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | Envestnet Asset Management Inc | 6.79K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Point72 Asset Management ✦ | 5.43K | New | $835,849 | 0.0% | New | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 4.84K | — | $748,017 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 4.83K | — | $744,397 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Franklin Resources Inc | 4.77K | — | $734,389 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 4.00K | — | $652,285 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 3.91K | — | $601,273 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Fidelity (FMR) ✦ | 3.73K | +59.1% | $575,070 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 3.69K | — | $568,710 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mariner, LLC | 2.86K | — | $440,554 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 2.73K | — | $420,350 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 2.23K | — | $343,639 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 2.09K | — | $321,350 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1.90K | -53.6% | $293,039 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Daiwa Securities Group Inc. | 1.75K | — | $269,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cwm, Llc | 1.51K | — | $233,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 1.43K | — | $220,779 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 1.39K | — | $213,363 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 1.20K | — | $184,598 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | BlackRock ✦ (passive) | 620 | +51.2% | $95,455 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Blair William & Co/Il | 528 | — | $81,330 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 473 | — | $72,823 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Belvedere Trading LLC | 250 | — | $38,490 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 27 | — | $4,157 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 1 | — | $154 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $835,849 | 0.0% |
Exited
| Citadel Advisors | $2.28M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 247 holders, 3.40M shares, $591.72M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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