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 188 institutions that hold shares in the stock, with a total of 9.89 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 |
|---|---|---|---|---|---|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
86,275
shares
|
$4.59 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
85,566
shares
|
$4.55 Million
0.01% of portfolio
|
Q2 2025
Added 46.22%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
75,952
shares
|
$4.04 Million
0.17% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
73,378
shares
|
$3.91 Million
0.0% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
68,226
shares
|
$3.63 Million
0.0% of portfolio
|
Q2 2025
Added 30.56%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
65,516
shares
|
$3.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
58,734
shares
|
$3.13 Million
0.5% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
58,225
shares
|
$3.1 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
55,381
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
54,673
shares
|
$2.91 Million
0.01% of portfolio
|
Q2 2023
Added 8.1%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
54,628
shares
|
$2.91 Million
1.97% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
52,781
shares
|
$2.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
50,936
shares
|
$2.71 Million
0.06% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
49,768
shares
|
$2.65 Million
0.29% of portfolio
|
Q2 2025
Added 82.18%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
49,417
shares
|
$2.63 Million
0.23% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
48,711
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.61%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
46,725
shares
|
$2.49 Million
0.11% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
45,343
shares
|
$2.41 Million
0.67% of portfolio
|
Q2 2025
Reduced 74.97%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Jul 30, 2025 Q2 2025 |
44,050
shares
|
$2.34 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
42,451
shares
|
$2.26 Million
0.01% of portfolio
|
Q2 2025
Added 607.63%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
41,946
shares
|
$2.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
39,901
shares
|
$2.12 Million
0.05% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
39,770
shares
|
$2.12 Million
0.7% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
33,128
shares
|
$1.76 Million
0.16% of portfolio
|
Q2 2025
Added 35.99%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
30,803
shares
|
$1.64 Million
0.2% of portfolio
|
Q2 2025
Added 25.77%
|