# ISHARES TR (SYSB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SYSB/

- Reporting holders: 12
- Reported value: $8.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $1.6M | 18,772 | 0.2% | 3 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $1.3M | 15,004 | 0.0% | 4 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $1.2M | 13,768 | 0.3% | 4 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $920.7K | 10,924 | 0.3% | 4 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $909.1K | 10,786 | 0.6% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $827.2K | 9,815 | 0.0% | 4 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $612.4K | 7,266 | 0.1% | 2 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $571.9K | 6,786 | 0.1% | 2 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $282.8K | 3,355 | 0.0% | 3 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $100.0K | 1,187 | 0.1% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $74.4K | 883 | 0.0% | 4 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $22.4K | 266 | 0.0% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $18 | 212 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $8.3M |
| Q2 2026 | 286 | $1.5B |
| Q1 2026 | 250 | $1.1B |
| Q4 2025 | 194 | $709.4M |
| Q3 2025 | 25 | $37.5M |
| Q2 2025 | 20 | $26.5M |
| Q1 2025 | 21 | $23.8M |
| Q4 2024 | 20 | $27.2M |
| Q3 2024 | 21 | $30.4M |
| Q2 2024 | 22 | $32.3M |
| Q1 2024 | 25 | $31.6M |
| Q4 2023 | 25 | $31.7M |