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 177 institutions that hold shares in the stock, with a total of 8.97 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
27,500
shares
|
$1.45 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
27,313
shares
|
$1.44 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
26,009
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Added 40.16%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
25,911
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Added 129.1%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
24,322
shares
|
$1.29 Million
0.13% of portfolio
|
Q4 2024
Added 20.07%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
23,616
shares
|
$1.25 Million
0.21% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
22,891
shares
|
$1.21 Million
0.13% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
22,585
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
22,089
shares
|
$1.17 Million
0.35% of portfolio
|
Q4 2024
Added 78.77%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
20,756
shares
|
$1.1 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
20,548
shares
|
$1.09 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
20,150
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
19,877
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
18,350
shares
|
$970,531
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
18,029
shares
|
$953,553
1.47% of portfolio
|
Q4 2022
Reduced 28.06%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
17,009
shares
|
$899,606
0.01% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
16,808
shares
|
$888,975
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
16,528
shares
|
$874,165
0.0% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
16,191
shares
|
$856,341
0.44% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
16,081
shares
|
$850,524
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
15,908
shares
|
$841,374
0.04% of portfolio
|
Q4 2024
Added 35.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,893
shares
|
$840,580
0.03% of portfolio
|
Q2 2020
Reduced 2.05%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
15,630
shares
|
$826,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
15,557
shares
|
$822,809
0.21% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
14,733
shares
|
$779,228
0.11% of portfolio
|
Q4 2024
New holding
|