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

Q1 2026

Institutions Reporting

247

Shares (Excl. Options)

11,811,980

Price

$89.00

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Type / Class
Equity / Common Stock
Symbol
SYSB
Shares outstanding
7,337,000
Price per share
$88.76
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
11,811,980
Total reported value
$1,051,015,594
% of total 13F portfolios
0.01%
Share change
+4,062,206
Value change
+$361,350,473
Number of holders
247
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • SYSB - ISHARES SYSTEMATIC BOND ETF - Common Stock is tracked under CUSIP 46435U796.
  • 247 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 193 to 247 between Q4 2025 and Q1 2026.
  • Reported value moved from $709,364,349 to $1,051,015,594.

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 247 institutions filings for Q1 2026.

Open SEC Evidence

Security key

46435U796

Latest holder period

Q1 2026

13F holders

247

13D/G owners

1

CIK / CUSIP context first

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 Mar 2026, 247 institutional investors reported holding 11,811,980 shares of ISHARES SYSTEMATIC BOND ETF - Common Stock (SYSB). This represents 161% 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 128% 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 35% 2,584,384 +13% 0.06% $230,010,134
LPL Financial LLC 14% 1,034,567 +17% 0.02% $92,076,496
Alpine Bank Wealth Management 13% 974,400 13% $86,721,600
JPMORGAN CHASE & CO 8.6% 629,860 +54% 0% $55,811,970
BlackRock, Inc. 7.5% 553,508 +348% 0% $49,262,212
BANK OF AMERICA CORP /DE/ 6.3% 462,003 +85% 0% $41,118,267
Cetera Investment Advisers 4% 296,642 +15% 0.03% $26,401,162
MORGAN STANLEY 4% 293,264 +20% 0% $26,100,583
Janney Montgomery Scott LLC 3.8% 276,403 +172% 0.06% $24,600,000
Envestnet Portfolio Solutions, Inc. 3.2% 238,196 -3.1% 0.12% $21,199,476
AMERIPRISE FINANCIAL INC 3.2% 231,338 +959% 0% $20,593,200
CWM, LLC 2.8% 206,740 +21% 0.05% $18,399,826
RAYMOND JAMES FINANCIAL INC 2.7% 195,400 +235% 0.01% $17,390,562
Bank of New York Mellon Corp 2.5% 180,274 +24% 0% $16,044,463
OneDigital Investment Advisors LLC 2.2% 162,463 +10% 0.14% $14,459,249
MML INVESTORS SERVICES, LLC 2% 147,813 +7.2% 0.04% $13,155,393
MCMORGAN & CO LLC 2% 144,296 2.1% $12,842,344
ROYAL BANK OF CANADA 1.9% 140,969 +1762% 0% $12,546,000
PARK AVENUE SECURITIES LLC 1.8% 132,978 +1.4% 0.09% $11,835,000
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1.5% 111,854 +1.6% 0.06% $9,932,175
Foundations Investment Advisors, LLC 1.2% 84,863 +25% 0.09% $7,552,774
Geneos Wealth Management Inc. 1.2% 84,595 0.17% $7,528,955
Merit Financial Group, LLC 1.1% 79,664 +18% 0.05% $7,090,095
Ascent Group, LLC 0.99% 72,794 +34% 0.22% $6,478,623
STIFEL FINANCIAL CORP 0.89% 65,402 +11% 0.01% $5,820,778

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 11,811,980 $1,051,015,594 +$361,350,473 $89.00 247
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
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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