ISHARES SYSTEMATIC BOND ETF SYSB

US
$88.32
+0.1%
52w: $84.04 – $89.73

Latest 13F among current holders filed 11 days ago (Jun 24, 2026)

Price — last 12 months

research preview data
84.0486.8889.73
Jun 20, 2025 Jul 2, 2026
Institutional holders
252
+58 QoQ
13F value
$1.06B
+49.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$31.6M
Q1 2024
$32.3M
Q2 2024
$30.4M
Q3 2024
$27.2M
Q4 2024
$23.8M
Q1 2025
$26.5M
Q2 2025
$37.5M
Q3 2025
$709.4M
Q4 2025
$1.06B
Q1 2026

Number of holders

26
Q1 2024
23
Q2 2024
22
Q3 2024
21
Q4 2024
22
Q1 2025
21
Q2 2025
25
Q3 2025
194
Q4 2025
252
Q1 2026

Who owns SYSB?

Q1 2026 filings
FundTypeSharesValue% of fundChange
ENVESTNET ASSET MANAGEMENT INC Wealth advisor2.6M$230.0M0.1%+13.3%
LPL Financial LLC Bank broker1.0M$92.1M0.0%+16.5%
Alpine Bank Wealth Management Wealth advisor974.4K$86.7M12.6%New
JPMORGAN CHASE & CO Bank broker629.9K$55.8M0.0%+54.1%
BlackRock, Inc. Index provider553.5K$49.3M0.0%+347.8%
BANK OF AMERICA CORP /DE/ Bank broker462.0K$41.1M0.0%+85.0%
Cetera Investment Advisers Wealth advisor296.6K$26.4M0.0%+15.2%
MORGAN STANLEY Bank broker293.3K$26.1M0.0%+20.4%
Janney Montgomery Scott LLC Diversified mechanical276.4K$24.6M0.1%+171.8%
Envestnet Portfolio Solutions, Inc. Wealth advisor238.2K$21.2M0.1%-3.1%
AMERIPRISE FINANCIAL INC Bank broker231.3K$20.6M0.0%+959.4%
CWM, LLC Wealth advisor206.7K$18.4M0.0%+21.0%
RAYMOND JAMES FINANCIAL INC Bank broker195.4K$17.4M0.0%+235.3%
Bank of New York Mellon Corp Diversified mechanical180.3K$16.0M0.0%+24.1%
OneDigital Investment Advisors LLC Wealth advisor162.5K$14.5M0.1%+10.1%
MML INVESTORS SERVICES, LLC Wealth advisor147.8K$13.2M0.0%+7.2%
MCMORGAN & CO LLC Wealth advisor144.3K$12.8M2.1%New
ROYAL BANK OF CANADA Bank broker141.0K$12.5M0.0%+1762.0%
PARK AVENUE SECURITIES LLC Wealth advisor133.0K$11.8M0.1%+1.4%
NewEdge Advisors, LLC Diversified mechanical113.8K$10.1M0.0%+11.4%
UNITED CAPITAL FINANCIAL ADVISORS, LLC Wealth advisor111.9K$9.9M0.1%+1.6%
Foundations Investment Advisors, LLC Wealth advisor84.9K$7.6M0.1%+24.5%
Geneos Wealth Management Inc. Wealth advisor84.6K$7.5M0.2%New
Merit Financial Group, LLC Wealth advisor79.7K$7.1M0.1%+18.1%
Ascent Group, LLC Wealth advisor72.8K$6.5M0.2%+34.5%
STIFEL FINANCIAL CORP Diversified mechanical65.4K$5.8M0.0%+11.3%
Kelly Financial Services LLC Wealth advisor61.5K$5.5M1.3%+9.0%
TRUIST FINANCIAL CORP Diversified mechanical59.6K$5.3M0.0%+1.1%
SteelPeak Wealth, LLC Other56.8K$5.1M0.2%+29.3%
Arax Advisory Partners Wealth advisor55.8K$5.0M0.1%+574.1%
Cambridge Investment Research Advisors, Inc. Wealth advisor55.4K$4.9M0.0%+248.5%
Thrivent Financial for Lutherans Diversified mechanical55.0K$4.9M0.0%+0.3%
Vestmark Advisory Solutions, Inc. Wealth advisor53.8K$4.8M0.1%New
Triad Wealth Partners, LLC Wealth advisor52.5K$4.7M0.4%+52.3%
Sanctuary Advisors, LLC Wealth advisor50.5K$4.5M0.0%+0.4%
CreativeOne Wealth, LLC Wealth advisor49.2K$4.4M0.1%+5.3%
Dynasty Wealth Management, LLC Wealth advisor47.1K$4.2M0.0%New
NorthRock Partners, LLC Wealth advisor42.8K$3.8M0.1%+20.2%
Integrated Wealth Concepts LLC Wealth advisor38.2K$3.4M0.0%+9.2%
CFS Investment Advisory Services, LLC Wealth advisor36.7K$3.3M0.2%+2.6%
Traveka Wealth, LLC Wealth advisor36.1K$3.2M1.2%New
FFG RETIREMENT ADVISORS LLC Wealth advisor36.0K$3.2M1.9%New
AE Wealth Management LLC Wealth advisor35.5K$3.2M0.0%+15.0%
Atria Investments, Inc Wealth advisor35.3K$3.1M0.0%+27.0%
Perigon Wealth Management, LLC Wealth advisor34.2K$3.0M0.1%+6.4%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Wealth advisor33.9K$3.0M0.2%+16.7%
Strategic Blueprint, LLC Wealth advisor30.9K$2.7M0.2%+24.1%
Tennessee Valley Asset Management Partners Wealth advisor30.3K$2.7M0.4%New
Beacon Bridge Wealth Partners, LLC Wealth advisor29.6K$2.6M0.9%+2.9%
Sharkey, Howes & Javer Wealth advisor28.3K$2.5M0.3%-8.9%

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