Institutional Ownership Ishares New York Muni Bond ETF (NYF)
This table provides information about the institutional ownership of Ishares New York Muni Bond ETF (NYF). We have compiled data on the 162 institutions that hold shares in the stock, with a total of 8.38 Million shares, which have been reported (via 13F filing form) to have a value of $448 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
79,041
shares
|
$4.22 Million
0.73% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
71,637
shares
|
$3.83 Million
0.0% of portfolio
|
Q4 2024
Added 81.02%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
65,340
shares
|
$3.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.82%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
63,727
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
63,018
shares
|
$3.37 Million
0.0% of portfolio
|
Q4 2024
Added 30.7%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
62,259
shares
|
$3.33 Million
0.01% of portfolio
|
Q4 2024
Added 19.77%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
59,225
shares
|
$3.16 Million
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
54,673
shares
|
$2.92 Million
0.01% of portfolio
|
Q2 2023
Added 8.1%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
51,590
shares
|
$2.76 Million
0.13% of portfolio
|
Q4 2024
Added 23.02%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
49,417
shares
|
$2.64 Million
0.23% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
46,482
shares
|
$2.48 Million
0.13% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
44,207
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Feb 05, 2025 Q4 2024 |
44,069
shares
|
$2.36 Million
1.94% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
38,094
shares
|
$2.04 Million
0.81% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
37,281
shares
|
$1.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 32.56%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
37,180
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
32,998
shares
|
$1.76 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.13%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
32,990
shares
|
$1.76 Million
0.01% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
28,327
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2022
Added 0.25%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
28,100
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
27,500
shares
|
$1.47 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
27,313
shares
|
$1.46 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
26,561
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Added 20.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
26,009
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 40.16%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
25,911
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Added 129.1%
|