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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
14,201
shares
|
$758,901
0.01% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
14,075
shares
|
$752,168
0.0% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
13,864
shares
|
$740,892
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
13,855
shares
|
$740,411
0.04% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,852
shares
|
$740,250
0.2% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
13,319
shares
|
$711,767
0.0% of portfolio
|
Q4 2024
Added 30.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
13,214
shares
|
$706,156
0.0% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
12,885
shares
|
$688,574
0.15% of portfolio
|
Q1 2024
Added 12.69%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
12,583
shares
|
$672,435
0.56% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
12,535
shares
|
$669,870
0.01% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
12,388
shares
|
$662,014
0.09% of portfolio
|
Q2 2024
Added 4.21%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
11,581
shares
|
$618,888
0.0% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
11,568
shares
|
$618,193
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
11,394
shares
|
$608,895
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
11,026
shares
|
$589,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
10,886
shares
|
$581,747
0.08% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
10,500
shares
|
$561,120
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,111
shares
|
$540,331
0.01% of portfolio
|
Q2 2024
Added 22.38%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
10,050
shares
|
$537,072
0.06% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
10,023
shares
|
$535,629
0.13% of portfolio
|
Q4 2024
Reduced 23.55%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
10,000
shares
|
$534,400
1.24% of portfolio
|
Q1 2024
Reduced 63.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
9,829
shares
|
$525,261
0.01% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
9,370
shares
|
$500,732
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
9,284
shares
|
$496,136
0.05% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
9,233
shares
|
$493,411
0.29% of portfolio
|
Q4 2024
Added 0.53%
|