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 195 institutions that hold shares in the stock, with a total of 9.86 Million shares, which have been reported (via 13F filing form) to have a value of $527 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
8,250
shares
|
$441,375
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
7,997
shares
|
$427,839
0.22% of portfolio
|
Q3 2025
Added 53.05%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
7,702
shares
|
$412,057
0.25% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
7,608
shares
|
$407,028
0.48% of portfolio
|
Q3 2022
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
7,423
shares
|
$397,130
0.14% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
7,290
shares
|
$390,015
0.03% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
7,226
shares
|
$386,591
0.02% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
7,093
shares
|
$379,475
0.02% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,062
shares
|
$377,817
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
7,050
shares
|
$377,175
0.02% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
6,949
shares
|
$371,771
0.06% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
6,848
shares
|
$366,368
0.0% of portfolio
|
Q3 2025
Reduced 53.61%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
6,711
shares
|
$359,038
0.34% of portfolio
|
Q3 2025
Added 40.96%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,531
shares
|
$349,408
0.02% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
6,421
shares
|
$343,523
0.04% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,385
shares
|
$341,597
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
6,345
shares
|
$339,457
0.04% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,052
shares
|
$323,782
0.0% of portfolio
|
Q3 2025
Added 16.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,946
shares
|
$318,111
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
5,923
shares
|
$316,880
0.22% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,821
shares
|
$311,423
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
5,803
shares
|
$310,460
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
5,724
shares
|
$306,234
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,642
shares
|
$301,847
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
5,505
shares
|
$294,517
0.1% of portfolio
|
Q3 2025
New holding
|
|