Security Snapshot

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

CUSIP: 46435U796

13F Institutional Holders and Ownership History from Q1 2018 to Q3 2026

Latest Period

Q2 2026

Institutions Reporting

286

Shares (Excl. Options)

13,124,181

Price

$88.72

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+1,392,090
Value change
+$123,460,736
Number of holders
286
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
7,337,000
SEC-reported price per share
$84.28
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • SYSB - ISHARES SYSTEMATIC BOND ETF - Common Stock is tracked under CUSIP 46435U796.
  • 286 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 286 to 41 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from $1,164,349,020 to $39,098,516.

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 286 institutions filings for Q2 2026.

Open SEC evidence

Security key

46435U796

Latest holder period

Q2 2026

13F holders

286

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
SYSB
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 30 Jun 2026, 286 institutional investors reported holding 13,124,181 shares of ISHARES SYSTEMATIC BOND ETF - Common Stock (SYSB). This represents 179% of the company’s total 7,337,000 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
135%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ENVESTNET ASSET MANAGEMENT INC 37% 2,731,676 +5.7% 0.06% $242,344,233
LPL Financial LLC 18% 1,288,561 +25% 0.03% $114,316,285
BlackRock, Inc. 14% 1,002,879 +81% 0% $88,971,714
JPMORGAN CHASE & CO 9.5% 697,192 +11% 0% $62,119,829
BANK OF AMERICA CORP /DE/ 6.8% 495,339 +7.2% 0% $43,944,495
AMERIPRISE FINANCIAL INC 5.9% 435,882 +88% 0.01% $38,643,251
MORGAN STANLEY 4.7% 344,129 +17% 0% $30,529,853
Cetera Investment Advisers 4.5% 332,677 +12% 0.03% $29,513,838
Janney Montgomery Scott LLC 4% 292,193 +5.7% 0.05% $25,922,000
Envestnet Portfolio Solutions, Inc. 3.4% 253,060 +6.2% 0.11% $22,450,549
Bank of New York Mellon Corp 2.8% 204,948 +14% 0% $18,182,246
MML INVESTORS SERVICES, LLC 2.7% 200,631 +36% 0.04% $17,799,248
MCMORGAN & CO LLC 2.6% 187,772 +30% 2.5% $16,658,443
OneDigital Investment Advisors LLC 2.5% 180,060 +11% 0.13% $15,974,278
ROYAL BANK OF CANADA 2.1% 156,198 +11% 0% $13,858,000
PARK AVENUE SECURITIES LLC 1.9% 141,070 +6.1% 0.08% $12,515,000
RAYMOND JAMES FINANCIAL INC 1.8% 135,511 -31% 0% $12,022,010
NewEdge Advisors, LLC 1.8% 131,823 +16% 0.03% $11,694,799
Alpine Bank Wealth Management 1.7% 126,530 -87% 1.4% $11,225,274
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1.6% 114,036 +2% 0.06% $10,100,717
Arax Advisory Partners 1.4% 101,509 +82% 0.06% $9,005,538
Merit Financial Group, LLC 1.4% 101,310 +27% 0.06% $8,987,875
Ameritas Advisory Services, LLC 1.3% 95,076 +963% 0.17% $8,434,773
MILESTONE ASSET MANAGEMENT, LLC 1.3% 93,640 1.3% $8,307,479
Foundations Investment Advisors, LLC 1.3% 92,438 +8.9% 0.08% $8,200,729

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
35
Latest
Q2 2026
Rows shown
1-25 of 35
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 463,890 $39,098,516 +$4,225,771 $84.28 41
2026 Q2 13,124,181 $1,164,349,020 +$123,460,736 $88.72 286
2026 Q1 11,965,222 $1,064,654,142 +$364,237,773 $89.00 253
2025 Q4 7,902,369 $709,364,349 +$665,656,359 $89.76 193
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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .