ISHARES TR (SYSB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
275
Reporting holders
$1.1B
Reported value
0.0%
Held as options
+36
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $242.3M | 2,731,676 | 0.06% | 3q | +5.7%+$13.1M |
| LPL Financial LLC | $114.3M | 1,288,561 | 0.03% | 31q | +24.6%+$22.5M |
| BlackRock, Inc. | $89.0M | 1,002,879 | 0.00% | 8q | +81.2%+$39.9M |
| JPMORGAN CHASE & CO | $62.1M | 697,192 | 0.00% | 3q | +10.7%+$6.0M |
| BANK OF AMERICA CORP /DE/ | $43.9M | 495,339 | 0.00% | 31q | +7.2%+$3.0M |
| AMERIPRISE FINANCIAL INC | $38.6M | 435,882 | 0.01% | 30q | -5.8%-$2.4M |
| MORGAN STANLEY | $30.5M | 344,129 | 0.00% | 4q | +17.3%+$4.5M |
| Cetera Investment Advisers | $29.5M | 332,677 | 0.03% | 5q | +12.1%+$3.2M |
| Envestnet Portfolio Solutions, Inc. | $22.5M | 253,060 | 0.11% | 3q | +6.2%+$1.3M |
| Bank of New York Mellon Corp | $18.2M | 204,948 | 0.00% | 3q | +13.7%+$2.2M |
| Merit Financial Group, LLC | $18.0M | 202,620 | 0.05% | 3q | +154.3%+$10.9M |
| MML INVESTORS SERVICES, LLC | $17.8M | 200,631 | 0.04% | 3q | +35.7%+$4.7M |
| MCMORGAN & CO LLC | $16.7M | 187,772 | 2.51% | 2q | +30.1%+$3.9M |
| OneDigital Investment Advisors LLC | $16.0M | 180,060 | 0.13% | 3q | +10.8%+$1.6M |
| ROYAL BANK OF CANADA | $13.9M | 156,198 | 0.00% | 3q | +10.8%+$1.4M |
| RAYMOND JAMES FINANCIAL INC | $12.0M | 135,511 | 0.00% | 3q | -30.6%-$5.3M |
| NewEdge Advisors, LLC | $11.7M | 131,823 | 0.03% | new | NEW |
| Alpine Bank Wealth Management | $11.2M | 126,530 | 1.44% | 2q | -87.0%-$75.2M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $10.1M | 114,036 | 0.06% | 3q | +2.0%+$193.3K |
| Arax Advisory Partners | $9.0M | 101,509 | 0.06% | 3q | +81.8%+$4.1M |
| Ameritas Advisory Services, LLC | $8.4M | 95,076 | 0.17% | 2q | +963.0%+$7.6M |
| MILESTONE ASSET MANAGEMENT, LLC | $8.3M | 93,640 | 1.31% | new | NEW |
| Foundations Investment Advisors, LLC | $8.2M | 92,438 | 0.08% | 3q | +8.9%+$672.0K |
| Geneos Wealth Management Inc. | $7.4M | 83,514 | 0.15% | 2q | -1.3%-$95.9K |
| Integrated Wealth Concepts LLC | $7.1M | 80,245 | 0.03% | 3q | +110.1%+$3.7M |
| Ascent Group, LLC | $6.6M | 74,419 | 0.20% | 3q | +2.2%+$144.2K |
| STIFEL FINANCIAL CORP | $6.4M | 72,598 | 0.01% | 3q | +11.0%+$638.4K |
| Kelly Financial Services LLC | $6.0M | 67,728 | 1.29% | 3q | +10.1%+$550.8K |
| CITADEL ADVISORS LLC | $5.7M | 64,115 | 0.00% | 2q | +303.7%+$4.3M |
| TRUIST FINANCIAL CORP | $5.5M | 62,447 | 0.01% | 3q | +4.9%+$256.9K |
| Sanctuary Advisors, LLC | $5.3M | 59,658 | 0.02% | 3q | +18.1%+$811.3K |
| Tidemark, LLC | $5.1M | 57,672 | 1.15% | 2q | +300.8%+$3.8M |
| SteelPeak Wealth, LLC | $5.0M | 56,584 | 0.13% | 3q | HELD |
| Triad Wealth Partners, LLC | $4.9M | 56,670 | 0.29% | 3q | +8.0%+$364.4K |
| Dynasty Wealth Management, LLC | $4.7M | 52,745 | 0.03% | 2q | +12.0%+$502.4K |
| CreativeOne Wealth, LLC | $4.6M | 52,097 | 0.10% | 3q | +5.9%+$256.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 50,167 | 0.01% | 6q | +246.6%+$3.2M |
| Vestmark Advisory Solutions, Inc. | $4.3M | 47,994 | 0.04% | 2q | -10.7%-$512.1K |
| Traveka Wealth, LLC | $3.8M | 43,141 | 1.27% | 2q | +19.5%+$625.1K |
| NorthRock Partners, LLC | $3.8M | 42,377 | 0.05% | 3q | -1.1%-$40.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | $3.7M | 41,400 | 0.06% | new | NEW |
| OSAIC HOLDINGS, INC. | $3.5M | 39,019 | 0.00% | 26q | +56.4%+$1.3M |
| FFG RETIREMENT ADVISORS LLC | $3.3M | 37,704 | 1.77% | 2q | +4.7%+$151.1K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $3.2M | 36,397 | 0.16% | 3q | +7.4%+$222.3K |
| Perigon Wealth Management, LLC | $3.2M | 35,652 | 0.05% | 3q | +4.3%+$131.6K |
| Vise Technologies, Inc. | $3.2M | 35,575 | 0.04% | new | NEW |
| Sharkey, Howes & Javer | $3.1M | 35,252 | 0.38% | 3q | +24.6%+$616.6K |
| Atria Investments, Inc | $3.1M | 34,939 | 0.03% | 3q | -0.9%-$29.4K |
| Ancora Advisors LLC | $3.0M | 34,185 | 0.06% | new | NEW |
| Beacon Bridge Wealth Partners, LLC | $3.0M | 34,108 | 0.86% | 3q | +15.2%+$399.1K |
| Strategic Blueprint, LLC | $3.0M | 33,520 | 0.15% | 3q | +8.5%+$233.0K |
| AE Wealth Management LLC | $2.9M | 32,667 | 0.01% | 4q | -8.0%-$253.4K |
| Tennessee Valley Asset Management Partners | $2.8M | 31,445 | 0.31% | 2q | +3.8%+$101.0K |
| Midwest Capital Advisors, LLC | $2.5M | 28,356 | 1.02% | 3q | +13.0%+$289.0K |
| Global Retirement Partners, LLC | $2.5M | 27,946 | 0.04% | 2q | +153.5%+$1.5M |
| SOFI WEALTH, LLC | $2.4M | 27,372 | 0.10% | 2q | -0.7%-$16.3K |
| SWP FINANCIAL LLC | $2.4M | 27,169 | 1.11% | 3q | +3.3%+$77.9K |
| Pettinga Financial Advisors LLC | $2.4M | 27,018 | 0.38% | 3q | +2.1%+$48.8K |
| ALTERNA WEALTH MANAGEMENT, INC | $2.3M | 26,025 | 1.32% | 3q | +55.9%+$827.4K |
| Horst & Graben Wealth Management LLC | $2.3M | 25,993 | 0.30% | 3q | +8.7%+$184.1K |
| TSA Wealth Managment LLC | $2.3M | 25,599 | 0.64% | 3q | +6.0%+$129.0K |
| CFS Investment Advisory Services, LLC | $2.2M | 25,222 | 0.15% | 3q | -31.2%-$1.0M |
| Kingsview Wealth Management, LLC | $2.2M | 24,327 | 0.03% | 3q | -11.9%-$291.9K |
| Trek Financial, LLC | $2.1M | 23,713 | 0.10% | 3q | +30.1%+$486.6K |
| &PARTNERS | $2.0M | 23,191 | 0.01% | 3q | +46.3%+$643.6K |
| Frisch Financial Group, Inc. | $2.0M | 22,581 | 0.34% | 3q | +113.9%+$1.1M |
| Cassilly Financial Group LLC | $1.9M | 21,446 | 0.69% | 3q | +130.1%+$1.1M |
| One Wealth Advisors, LLC | $1.9M | 21,323 | 0.21% | 3q | +5.7%+$102.2K |
| MA Private Wealth | $1.8M | 20,604 | 0.27% | 2q | +55.4%+$651.8K |
| Mutual Advisors, LLC | $1.8M | 20,519 | 0.03% | 4q | +40.5%+$524.6K |
| Lansing Street Advisors | $1.6M | 18,513 | 0.35% | 3q | -15.1%-$291.8K |
| Pinion Investment Advisors, LLC | $1.6M | 18,481 | 0.31% | 2q | +18.8%+$259.3K |
| INTEGRITY ALLIANCE, LLC. | $1.6M | 18,232 | 0.05% | 3q | -13.3%-$249.1K |
| Cerity Partners LLC | $1.6M | 17,950 | 0.00% | 2q | +6.5%+$97.6K |
| Equitable Holdings, Inc. | $1.6M | 17,840 | 0.01% | 3q | -2.7%-$43.8K |
| Atlatl Advisers LLC | $1.6M | 17,579 | 0.37% | 3q | HELD |
| SEEDS INVESTOR LLC | $1.5M | 17,118 | 0.16% | 2q | -2.1%-$33.0K |
| Scarborough Advisors, LLC | $1.5M | 16,612 | 0.17% | 3q | +76.5%+$636.7K |
| WEALTH ALLIANCE, LLC | $1.5M | 16,556 | 0.12% | 3q | +65.5%+$581.5K |
| FINANCIAL LIFE ADVISORS | $1.5M | 16,482 | 0.42% | new | NEW |
| Simplicity Wealth,LLC | $1.4M | 16,102 | 0.05% | 3q | +17.9%+$216.5K |
| Shared Vision Wealth Group LLC | $1.4M | 15,856 | 0.48% | 3q | +5.7%+$75.9K |
| Tyche Wealth Partners LLC | $1.4M | 15,594 | 0.19% | 3q | +24.6%+$272.9K |
| SigFig Wealth Management, LLC | $1.3M | 14,404 | 0.03% | 3q | +6.5%+$78.4K |
| Cardinal Strategic Wealth Guidance | $1.2M | 13,922 | 0.28% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2M | 13,702 | 0.00% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $1.2M | 13,109 | 0.02% | 3q | +1.9%+$21.4K |
| Orion Porfolio Solutions, LLC | $1.2M | 13,072 | 0.01% | 3q | +5.7%+$62.9K |
| Brookstone Capital Management | $1.2M | 12,996 | 0.01% | 3q | +8.2%+$87.8K |
| Optivise Advisory Services LLC | $1.1M | 12,666 | 0.57% | 3q | -12.1%-$154.9K |
| Stokes Family Office, LLC | $1.1M | 12,439 | 0.13% | 3q | -8.1%-$96.7K |
| Concurrent Investment Advisors, LLC | $1.1M | 12,390 | 0.01% | 2q | +27.4%+$236.2K |
| Archer Investment Management, LLC | $1.1M | 12,303 | 0.37% | 2q | -12.6%-$156.8K |
| Range Financial Group LLC | $1.1M | 12,278 | 0.30% | 3q | +28.7%+$243.0K |
| Redhawk Wealth Advisors, Inc. | $1.1M | 12,230 | 0.11% | new | NEW |
| Ethos Capital Management, Inc. | $1.1M | 11,857 | 0.75% | 3q | -31.1%-$475.1K |
| Breakwater Capital Group | $1.0M | 11,744 | 0.13% | 2q | +62.4%+$400.5K |
| Invst, LLC | $1.0M | 11,525 | 0.10% | 3q | +70.9%+$424.3K |
| Fermata Advisors, LLC | $1.0M | 11,337 | 0.20% | new | NEW |
| Plancorp, LLC | $1.0M | 11,471 | 0.02% | new | NEW |
Showing the largest 100 of 284 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 275 | $1.1B | 12,655,393 | 48 | 162 | 46 | 0.0% |
| Q1 2026 | 239 | $1.0B | 11,501,126 | 68 | 128 | 25 | 0.0% |
| Q4 2025 | 184 | $665.7M | 7,416,198 | 154 | 12 | 3 | 0.0% |
| Q3 2025 | 21 | $36.9M | 409,237 | 7 | 8 | 3 | 0.0% |
| Q2 2025 | 16 | $25.9M | 291,830 | 3 | 4 | 4 | 0.0% |
| Q1 2025 | 17 | $23.2M | 264,754 | 4 | 3 | 5 | 0.0% |
| Q4 2024 | 17 | $27.0M | 309,921 | 1 | 2 | 8 | 0.0% |
| Q3 2024 | 18 | $30.2M | 340,504 | 1 | 6 | 4 | 0.0% |
| Q2 2024 | 18 | $31.1M | 362,545 | 1 | 5 | 8 | 0.0% |
| Q1 2024 | 22 | $31.3M | 364,398 | 1 | 7 | 7 | 0.0% |
| Q4 2023 | 23 | $31.7M | 367,131 | 1 | 6 | 8 | 0.0% |
| Q3 2023 | 25 | $28.3M | 343,008 | 2 | 2 | 12 | 0.0% |
| Q2 2023 | 26 | $34.8M | 414,162 | 2 | 4 | 9 | 0.0% |
| Q1 2023 | 27 | $34.6M | 406,187 | 3 | 8 | 10 | 0.0% |
| Q4 2022 | 24 | $33.8M | 404,695 | 3 | 4 | 11 | 0.0% |
| Q3 2022 | 29 | $41.0M | 499,827 | 0 | 3 | 14 | 0.0% |
| Q2 2022 | 31 | $56.7M | 660,322 | 3 | 7 | 16 | 0.0% |
| Q1 2022 | 31 | $67.1M | 703,605 | 0 | 11 | 14 | 0.0% |
| Q4 2021 | 38 | $74.3M | 746,109 | 4 | 12 | 11 | 0.0% |
| Q3 2021 | 38 | $72.1M | 719,341 | 3 | 13 | 13 | 0.0% |
| Q2 2021 | 44 | $72.2M | 717,273 | 6 | 13 | 12 | 0.0% |
| Q1 2021 | 45 | $62.4M | 625,458 | 4 | 13 | 13 | 0.0% |
| Q4 2020 | 47 | $71.7M | 698,968 | 6 | 15 | 14 | 0.0% |
| Q3 2020 | 37 | $58.6M | 577,394 | 1 | 13 | 17 | 0.0% |
| Q2 2020 | 42 | $86.1M | 849,384 | 4 | 16 | 15 | 0.0% |
| Q1 2020 | 44 | $82.0M | 840,200 | 6 | 16 | 11 | 0.0% |
| Q4 2019 | 46 | $58.4M | 572,939 | 5 | 19 | 13 | 0.0% |
| Q3 2019 | 46 | $45.5M | 448,848 | 10 | 17 | 8 | 0.0% |
| Q2 2019 | 40 | $42.3M | 419,392 | 9 | 14 | 8 | 0.0% |
| Q1 2019 | 35 | $36.8M | 369,192 | 7 | 11 | 10 | 0.0% |
| Q4 2018 | 27 | $67.6M | 706,086 | 1 | 1 | 0 | 0.0% |