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 161 institutions that hold shares in the stock, with a total of 8.19 Million shares, which have been reported (via 13F filing form) to have a value of $437 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
8,584
shares
|
$458,128
0.09% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
8,564
shares
|
$457,060
0.09% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
8,250
shares
|
$440,302
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jan 31, 2025 Q4 2024 |
7,969
shares
|
$425,305
0.01% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
7,608
shares
|
$406,038
0.48% of portfolio
|
Q3 2022
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
7,533
shares
|
$402,036
0.01% of portfolio
|
Q3 2024
Added 77.5%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
7,517
shares
|
$401,182
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
|
$391,468
0.02% of portfolio
|
Q4 2023
Reduced 67.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,062
shares
|
$376,898
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
7,050
shares
|
$376,258
0.03% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
6,862
shares
|
$366,224
0.0% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,760
shares
|
$360,781
0.0% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
6,600
shares
|
$352,242
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
6,531
shares
|
$348,559
0.07% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,449
shares
|
$344,183
0.01% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
6,408
shares
|
$341,994
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
|
$340,767
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
6,200
shares
|
$330,894
0.04% of portfolio
|
Q3 2023
Added 8.77%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
6,138
shares
|
$327,585
0.04% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
6,000
shares
|
$320,220
0.05% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
5,951
shares
|
$317,604
0.12% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,897
shares
|
$314,722
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
5,894
shares
|
$314,562
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,821
shares
|
$310,666
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
5,755
shares
|
$307,144
0.04% of portfolio
|
Q1 2024
New holding
|