13F Insight
DOSSIER · 13F Holders · Q1 2026
SYSB

ISHARES TR

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

CUSIP 46435U796·271 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$802M
visible holders
Holders
271
filers reporting
Concentration
28.68%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

271 institutions reported SYSB in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 28.7% of the visible book.

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
Janney Montgomery Scott LLC
CIK 0001329948
$25M276K0.06%Q1 202610
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$22M253K0.11%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$21M231K0.00%Q1 202612
CWM, LLC
CIK 0001535847
$18M207K0.05%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M195K0.01%Q1 202614
Bank of New York Mellon Corp
CIK 0001390777
$16M180K0.00%Q1 202615
OneDigital Investment Advisors LLC
CIK 0001690370
$14M162K0.14%Q1 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$13M148K0.04%Q1 202617
MCMORGAN & CO LLC
CIK 0001162695
$13M144K2.08%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$13M141K0.00%Q1 202619
PARK AVENUE SECURITIES LLC
CIK 0001071640
$12M133K0.09%Q1 202620
NewEdge Advisors, LLC
CIK 0001633516
$10M114K0.04%Q1 2026
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