| 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, 188 institutional investors reported holding 7,892,316 shares of ISHARES SYSTEMATIC BOND ETF - Common Stock (SYSB). This represents 108% of the company’s total 7,337,000 outstanding shares.
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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 7,892,316 | $708,462,022 | +$665,068,551 | $89.76 | 188 |
| 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 |