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 |
|---|---|---|---|---|---|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
5,894
shares
|
$314,975
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,821
shares
|
$311,074
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
5,659
shares
|
$302,416
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,642
shares
|
$301,508
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
5,572
shares
|
$297,767
0.0% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
5,501
shares
|
$293,973
0.12% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
5,197
shares
|
$277,727
0.13% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,078
shares
|
$271,368
0.0% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
5,033
shares
|
$268,963
0.0% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
4,925
shares
|
$263,192
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
4,871
shares
|
$260,306
0.09% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
4,797
shares
|
$256,351
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
4,609
shares
|
$246,304
0.14% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
4,558
shares
|
$243,579
0.01% of portfolio
|
Q4 2024
Added 20.17%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
4,473
shares
|
$239,037
0.0% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
4,302
shares
|
$229,898
0.02% of portfolio
|
Q4 2024
Added 13.15%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
4,000
shares
|
$213,760
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
4,000
shares
|
$213,760
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
4,000
shares
|
$213,760
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
3,917
shares
|
$209,324
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
3,800
shares
|
$203,072
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,412
shares
|
$182,337
0.02% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
3,132
shares
|
$167,374
0.02% of portfolio
|
Q1 2024
Added 101.8%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,064
shares
|
$163,740
0.0% of portfolio
|
Q3 2024
Reduced 62.06%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,957
shares
|
$158,022
0.01% of portfolio
|
Q4 2024
Added 0.65%
|