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 197 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $554 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
12,556
shares
|
$673,252
0.3% of portfolio
|
Q3 2025
Added 180.46%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 03, 2025 Q3 2025 |
12,010
shares
|
$643,976
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
11,649
shares
|
$624,619
0.06% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
11,623
shares
|
$623,225
0.0% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
11,568
shares
|
$620,276
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
11,063
shares
|
$593,198
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
10,536
shares
|
$564,940
0.12% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
10,225
shares
|
$548,264
0.0% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
10,214
shares
|
$547,674
0.11% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
10,204
shares
|
$547,138
0.0% of portfolio
|
Q2 2025
Added 20.25%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,111
shares
|
$542,151
0.01% of portfolio
|
Q2 2024
Added 22.38%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$536,200
0.08% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,940
shares
|
$532,982
0.0% of portfolio
|
Q2 2025
Added 26.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,910
shares
|
$531,374
0.0% of portfolio
|
Q2 2025
Reduced 20.94%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
9,806
shares
|
$525,797
0.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
9,700
shares
|
$520,114
0.05% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
9,631
shares
|
$516,414
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
9,618
shares
|
$515,717
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
9,518
shares
|
$510,355
0.0% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,451
shares
|
$506,762
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
9,226
shares
|
$494,698
0.07% of portfolio
|
Q3 2025
Added 28.66%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
9,066
shares
|
$486,118
0.15% of portfolio
|
Q3 2025
Reduced 43.64%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
9,015
shares
|
$483,384
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
8,935
shares
|
$479,094
0.03% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
8,926
shares
|
$478,612
0.08% of portfolio
|
Q2 2025
Added 0.73%
|