Security Snapshot

ISHARES SYSTEMATIC BOND ETF - Common Stock (SYSB) Institutional Ownership

CUSIP: 46435U796

13F Institutional Holders and Ownership History from Q1 2018 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

190

Shares (Excl. Options)

7,898,935

Price

$89.76

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Type / Class
Equity / Common Stock
Symbol
SYSB
Shares outstanding
7,337,000
Price per share
$89.00
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,898,935
Total reported value
$709,056,113
% of total 13F portfolios
0%
Share change
+7,415,658
Value change
+$665,656,359
Number of holders
190
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SYSB - ISHARES SYSTEMATIC BOND ETF - Common Stock is tracked under CUSIP 46435U796.
  • 190 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 190 to 100 between Q4 2025 and Q1 2026.
  • Reported value moved from $709,056,113 to $244,657,040.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 190 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 46435U796?
CUSIP 46435U796 identifies SYSB - ISHARES SYSTEMATIC BOND ETF - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of ISHARES SYSTEMATIC BOND ETF - Common Stock (SYSB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 1.6% -88% $10,528,888 +$102,426 117,392 +0.98% BlackRock Portfolio Management LLC 30 Nov 2025

As of 31 Dec 2025, 190 institutional investors reported holding 7,898,935 shares of ISHARES SYSTEMATIC BOND ETF - Common Stock (SYSB). This represents 108% of the company’s total 7,337,000 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ISHARES SYSTEMATIC BOND ETF - Common Stock (SYSB) together control 86% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ENVESTNET ASSET MANAGEMENT INC 31% 2,281,523 0.06% $204,789,545
LPL Financial LLC 12% 887,775 +13347% 0.02% $79,686,688
JPMORGAN CHASE & CO 5.6% 408,676 0% $36,682,801
Cetera Investment Advisers 3.5% 257,588 +4461% 0.03% $23,121,121
BANK OF AMERICA CORP /DE/ 3.4% 249,718 +3408% 0% $22,414,688
Envestnet Portfolio Solutions, Inc. 3.4% 245,847 0.08% $22,067,223
MORGAN STANLEY 3.3% 243,617 +24361600% 0% $21,867,090
CWM, LLC 2.3% 170,840 +167390% 0.04% $15,335,000
OneDigital Investment Advisors LLC 2% 147,519 0.13% $13,241,306
Bank of New York Mellon Corp 2% 145,279 0% $13,040,271
MML INVESTORS SERVICES, LLC 1.9% 137,903 0.03% $12,378,209
PARK AVENUE SECURITIES LLC 1.8% 131,127 0.1% $11,770,000
BlackRock, Inc. 1.7% 123,608 +6.3% 0% $11,095,054
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1.5% 110,136 0.06% $9,885,794
GOLDMAN SACHS GROUP INC 1.5% 109,528 0% $9,831,233
NewEdge Advisors, LLC 1.4% 102,111 0.03% $9,165,486
Janney Montgomery Scott LLC 1.4% 101,686 0.02% $9,127,000
FOUNDATIONS INVESTMENT ADVISORS, LLC 0.93% 68,148 0.08% $6,116,987
Merit Financial Group, LLC 0.92% 67,483 0.05% $6,057,239
TRUIST FINANCIAL CORP 0.8% 58,877 0.01% $5,284,812
STIFEL FINANCIAL CORP 0.8% 58,757 0% $5,274,034
RAYMOND JAMES FINANCIAL INC 0.79% 58,269 0% $5,230,197
Kelly Financial Services LLC 0.77% 56,436 1.3% $5,065,724
Thrivent Financial for Lutherans 0.75% 54,841 0.01% $4,936,000
Ascent Group, LLC 0.74% 54,135 0.17% $4,859,177

Institutional Holders of ISHARES SYSTEMATIC BOND ETF - Common Stock (SYSB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 2,748,836 $244,657,040 +$130,966,963 $89.00 100
2025 Q4 7,898,935 $709,056,113 +$665,656,359 $89.76 190
2025 Q3 416,200 $37,478,799 +$10,557,989 $90.05 24
2025 Q2 299,066 $26,502,429 +$2,390,019 $88.62 18
2025 Q1 272,107 $23,849,556 -$3,533,111 $87.65 20
2024 Q4 312,540 $27,184,385 -$2,686,290 $86.98 18
2024 Q3 342,809 $30,386,051 -$1,584,955 $88.64 19
2024 Q2 376,418 $32,319,456 +$735,363 $85.85 20
2024 Q1 367,814 $31,625,203 +$30,783 $86.02 24
2023 Q4 367,405 $31,704,910 +$1,537,618 $86.29 24
2023 Q3 343,324 $28,362,949 -$5,947,615 $82.61 27
2023 Q2 414,440 $34,853,436 +$657,258 $84.10 28
2023 Q1 406,467 $34,583,813 +$110,464 $85.09 27
2022 Q4 405,164 $33,823,937 -$7,827,321 $83.45 27
2022 Q3 499,827 $40,967,473 -$13,710,761 $81.97 29
2022 Q2 660,322 $56,697,920 -$3,871,183 $85.86 31
2022 Q1 703,117 $65,149,653 -$4,069,713 $92.67 31
2021 Q4 743,853 $74,051,937 +$884,311 $99.64 38
2021 Q3 719,341 $72,138,625 -$44,619 $100.29 38
2021 Q2 717,273 $72,188,530 +$11,412,075 $100.63 44
2021 Q1 606,438 $60,549,621 -$9,899,298 $99.83 45
2020 Q4 698,968 $71,663,614 -$1,829,528 $102.59 47
2020 Q3 577,394 $58,649,702 -$27,618,543 $101.58 37
2020 Q2 849,384 $86,125,385 +$931,633 $101.42 42
2020 Q1 840,200 $82,004,589 +$27,236,705 $97.64 44
2019 Q4 572,939 $58,393,383 +$9,292,470 $101.91 46
2019 Q3 448,848 $45,476,788 +$2,997,179 $101.32 46
2019 Q2 419,392 $42,344,764 +$5,169,804 $100.96 40
2019 Q1 369,192 $36,791,661 -$9,761,907 $99.42 35
2018 Q4 706,086 $67,623,000 +$9,265,922 $95.77 27
2018 Q3 609,329 $59,170,081 -$16,695,075 $97.10 24
2018 Q2 1,160,472 $79,729,037 -$363,419 $97.01 31
2018 Q1 788,471 $77,157,000 +$77,157,000 $97.85 28
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