13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
SYSB

ISHARES TR

256 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435U796·256 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.7%
vs prior quarter
13F value held
$782M
45.0% inst. owned
of float
Holders
256
-79 QoQ
filers reporting
Activity
+8 / −36
+955 added · −794 reduced
this quarter
Concentration
29.42%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

256 institutions reported SYSB in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 29.4% of the visible book. -79 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$230M2.6M0.06%Q1 202602
LPL Financial LLC
CIK 0001403438
$92M1.0M0.02%Q1 202603
Alpine Bank Wealth Management
CIK 0001974910
$87M974K12.61%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$56M630K0.00%Q1 202605
BlackRock, Inc.
CIK 0002012383
$49M554K0.00%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$41M462K0.00%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$26M297K0.03%Q1 202608
MORGAN STANLEY
CIK 0000895421
$26M293K0.00%Q1 202609
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$21M238K0.12%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$21M231K0.00%Q1 202611
CWM, LLC
CIK 0001535847
$18M207K0.05%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M195K0.01%Q1 202613
Bank of New York Mellon Corp
CIK 0001390777
$16M180K0.00%Q1 202614
OneDigital Investment Advisors LLC
CIK 0001690370
$14M162K0.14%Q1 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$13M148K0.04%Q1 202616
MCMORGAN & CO LLC
CIK 0001162695
$13M144K2.08%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$13M141K0.00%Q1 202618
NewEdge Advisors, LLC
CIK 0001633516
$10M114K0.04%Q1 202619
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$10M112K0.06%Q1 202620
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$8M85K0.09%Q1 2026
Page 1 of 13
236 more holders available. Log in →