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 |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
8,850
shares
|
$472,944
0.06% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
8,819
shares
|
$471,287
0.09% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
8,654
shares
|
$462,469
0.04% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
8,250
shares
|
$440,880
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
7,969
shares
|
$425,863
0.02% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
7,608
shares
|
$406,571
0.48% of portfolio
|
Q3 2022
New holding
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
7,533
shares
|
$402,563
0.01% of portfolio
|
Q3 2024
Added 77.5%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
7,517
shares
|
$401,708
0.17% of portfolio
|
Q4 2024
Reduced 26.75%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
7,335
shares
|
$391,982
0.02% of portfolio
|
Q4 2023
Reduced 67.84%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,225
shares
|
$386,104
0.0% of portfolio
|
Q4 2024
Added 94.8%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,145
shares
|
$381,828
0.0% of portfolio
|
Q4 2024
Added 21.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,062
shares
|
$377,393
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
7,050
shares
|
$376,752
0.03% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
6,862
shares
|
$366,705
0.0% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,760
shares
|
$361,254
0.0% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
6,600
shares
|
$352,704
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
6,531
shares
|
$349,016
0.07% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,449
shares
|
$344,634
0.01% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
6,440
shares
|
$344,153
0.03% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
6,408
shares
|
$342,443
0.07% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,385
shares
|
$341,214
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
6,200
shares
|
$331,328
0.04% of portfolio
|
Q3 2023
Added 8.77%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
6,138
shares
|
$328,014
0.04% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
6,000
shares
|
$320,640
0.05% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
5,951
shares
|
$318,021
0.12% of portfolio
|
Q4 2024
Added 0.2%
|