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 8.23 Million shares, which have been reported (via 13F filing form) to have a value of $442 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
21,145
shares
|
$1.14 Million
0.31% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
21,105
shares
|
$1.13 Million
0.19% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
20,904
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
20,772
shares
|
$1.12 Million
0.78% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
20,256
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Added 20.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
19,806
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
19,738
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
19,442
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
18,556
shares
|
$996,271
0.0% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
18,350
shares
|
$985,211
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
18,029
shares
|
$967,977
1.47% of portfolio
|
Q4 2022
Reduced 28.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,302
shares
|
$928,944
0.0% of portfolio
|
Q3 2024
Reduced 15.62%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
16,930
shares
|
$908,971
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
16,808
shares
|
$902,421
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
16,180
shares
|
$868,704
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
16,150
shares
|
$867,093
0.5% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,893
shares
|
$853,295
0.03% of portfolio
|
Q2 2020
Reduced 2.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
15,888
shares
|
$853,026
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
15,298
shares
|
$821,349
0.04% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
14,558
shares
|
$781,619
0.25% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
14,075
shares
|
$755,686
0.0% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
13,864
shares
|
$744,358
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,852
shares
|
$743,713
0.2% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
13,840
shares
|
$743,069
0.2% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
13,214
shares
|
$709,459
0.0% of portfolio
|
Q3 2024
Added 2.31%
|