SYSB — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (SYSB)? 13 institutions reported holding $8.34M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Breakwater Capital Group ($1.6M), SigFig Wealth Management, LLC ($1.3M), Apeiron RIA LLC ($1.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Breakwater Capital Group | $1.6M | 18,772 | Added |
| 2 | SigFig Wealth Management, LLC | $1.3M | 15,004 | Added |
| 3 | Apeiron RIA LLC | $1.2M | 13,768 | Added |
| 4 | McNaughton Wealth Management, LLC | $920,675 | 10,924 | Added |
| 5 | Cassilly Financial Group LLC | $909,059 | 10,786 | Added |
| 6 | Farther Finance Advisors, LLC | $827,226 | 9,815 | Added |
| 7 | Balefire, LLC | $612,378 | 7,266 | Added |
| 8 | BOS Asset Management, LLC | $571,924 | 6,786 | Added |
| 9 | First Heartland Consultants, Inc. | $282,759 | 3,355 | Added |
| 10 | Retirement Wealth Solutions LLC | $100,041 | 1,187 | Added |
| 11 | CoreCap Advisors, LLC | $74,419 | 883 | Added |
| 12 | GILPIN WEALTH MANAGEMENT, LLC | $22,419 | 266 | Added |
| 13 | CX Institutional | $18,000 | 212 | Added |
Source: SEC Form 13F filings · as of 2026-09-30