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 |
|---|---|---|---|---|---|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
5,461
shares
|
$293,201
0.11% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,078
shares
|
$272,637
0.0% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
5,009
shares
|
$268,933
0.16% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
4,925
shares
|
$264,423
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
4,897
shares
|
$262,919
0.12% of portfolio
|
Q2 2024
Added 95.49%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
4,871
shares
|
$261,523
0.09% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
4,864
shares
|
$261,148
0.0% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
4,473
shares
|
$240,155
0.0% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
4,016
shares
|
$215,619
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
4,000
shares
|
$214,760
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
4,000
shares
|
$214,760
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,972
shares
|
$213,256
0.02% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
3,917
shares
|
$210,303
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
3,909
shares
|
$209,874
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
3,802
shares
|
$204,129
0.02% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
3,800
shares
|
$204,022
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
3,793
shares
|
$203,646
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
3,723
shares
|
$199,887
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,709
shares
|
$199,136
0.0% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
3,132
shares
|
$168,157
0.02% of portfolio
|
Q1 2024
Added 101.8%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,064
shares
|
$164,506
0.0% of portfolio
|
Q3 2024
Reduced 62.06%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
2,900
shares
|
$155,701
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,800
shares
|
$150,332
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,221
shares
|
$119,245
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,181
shares
|
$117,097
0.0% of portfolio
|
Q2 2024
Added 0.65%
|