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 158 institutions that hold shares in the stock, with a total of 8.18 Million shares, which have been reported (via 13F filing form) to have a value of $436 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
81,594
shares
|
$4.35 Million
0.59% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
65,340
shares
|
$3.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.82%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
63,727
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
59,225
shares
|
$3.16 Million
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
55,279
shares
|
$2.95 Million
0.01% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
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%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
51,983
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
51,590
shares
|
$2.75 Million
0.13% of portfolio
|
Q4 2024
Added 23.02%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
48,688
shares
|
$2.6 Million
0.23% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
48,215
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.72%
|
|
|
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 |
Oct 28, 2024 Q3 2024 |
40,888
shares
|
$2.18 Million
1.86% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
39,575
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Added 84.77%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
38,094
shares
|
$2.03 Million
0.81% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
37,552
shares
|
$2 Million
0.05% of portfolio
|
Q3 2024
Added 24.2%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
37,180
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
30,296
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
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.
|
Nov 20, 2024 Q3 2024 |
27,398
shares
|
$1.46 Million
0.29% of portfolio
|
Q3 2024
Added 45.66%
|
|
|
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%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
24,322
shares
|
$1.3 Million
0.13% of portfolio
|
Q4 2024
Added 20.07%
|