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 |
|---|---|---|---|---|---|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
13,110
shares
|
$703,875
0.14% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
12,885
shares
|
$691,795
0.15% of portfolio
|
Q1 2024
Added 12.69%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
12,583
shares
|
$675,581
0.56% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
12,535
shares
|
$673,004
0.01% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
12,388
shares
|
$665,111
0.09% of portfolio
|
Q2 2024
Added 4.21%
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
12,356
shares
|
$663,393
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
11,776
shares
|
$632,253
0.04% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
11,581
shares
|
$621,783
0.0% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
11,568
shares
|
$621,085
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,310
shares
|
$607,233
0.01% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
11,050
shares
|
$593,274
0.07% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
10,886
shares
|
$584,469
0.08% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
10,500
shares
|
$563,745
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
10,464
shares
|
$561,812
0.0% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
10,262
shares
|
$550,966
0.26% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
10,191
shares
|
$547,154
0.0% of portfolio
|
Q3 2024
Added 95.98%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,111
shares
|
$542,859
0.01% of portfolio
|
Q2 2024
Added 22.38%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
10,000
shares
|
$536,900
1.24% of portfolio
|
Q1 2024
Reduced 63.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
9,829
shares
|
$527,719
0.01% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
9,370
shares
|
$503,075
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
9,184
shares
|
$493,088
0.31% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
8,959
shares
|
$481,008
0.05% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
8,584
shares
|
$460,874
0.09% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
8,564
shares
|
$459,801
0.09% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
8,392
shares
|
$450,566
0.05% of portfolio
|
Q3 2024
Added 0.04%
|