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 |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
8,250
shares
|
$442,942
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
7,895
shares
|
$423,882
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
7,608
shares
|
$408,473
0.48% of portfolio
|
Q3 2022
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
7,533
shares
|
$404,446
0.01% of portfolio
|
Q3 2024
Added 77.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
7,335
shares
|
$393,816
0.02% of portfolio
|
Q4 2023
Reduced 67.84%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
7,113
shares
|
$381,896
0.08% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,062
shares
|
$379,158
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
7,050
shares
|
$378,514
0.03% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
6,862
shares
|
$368,420
0.0% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,760
shares
|
$362,944
0.0% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
6,600
shares
|
$354,354
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,449
shares
|
$346,246
0.01% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,385
shares
|
$342,810
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,373
shares
|
$342,166
0.07% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
6,247
shares
|
$335,401
0.05% of portfolio
|
Q1 2024
Added 42.4%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
6,200
shares
|
$332,878
0.04% of portfolio
|
Q3 2023
Added 8.77%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
6,151
shares
|
$330,247
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
6,000
shares
|
$322,140
0.06% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
5,939
shares
|
$318,864
0.12% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
5,902
shares
|
$316,878
0.04% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,897
shares
|
$316,609
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,821
shares
|
$312,529
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
5,755
shares
|
$308,985
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,642
shares
|
$302,918
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
5,515
shares
|
$296,100
0.0% of portfolio
|
Q3 2024
Added 0.27%
|