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 179 institutions that hold shares in the stock, with a total of 9.45 Million shares, which have been reported (via 13F filing form) to have a value of $488 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,531
shares
|
$337,195
0.02% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
6,440
shares
|
$332,497
0.03% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,385
shares
|
$329,657
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
6,367
shares
|
$328,728
0.07% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
6,200
shares
|
$320,106
0.04% of portfolio
|
Q3 2023
Added 8.77%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
6,138
shares
|
$316,904
0.04% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
6,000
shares
|
$309,780
0.06% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
5,951
shares
|
$307,250
0.12% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
5,894
shares
|
$304,307
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
5,880
shares
|
$303,584
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,821
shares
|
$300,538
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
5,659
shares
|
$292,174
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,642
shares
|
$291,296
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
5,572
shares
|
$287,682
0.0% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
5,501
shares
|
$284,016
0.12% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
5,197
shares
|
$268,321
0.13% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,125
shares
|
$264,603
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
5,033
shares
|
$259,853
0.0% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
4,954
shares
|
$255,775
0.03% of portfolio
|
Q4 2024
Reduced 74.52%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
4,925
shares
|
$254,277
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
4,797
shares
|
$247,669
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
4,702
shares
|
$242,764
0.04% of portfolio
|
Q1 2025
Reduced 26.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,652
shares
|
$240,182
0.0% of portfolio
|
Q4 2024
Reduced 52.67%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
4,609
shares
|
$237,962
0.14% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
4,558
shares
|
$235,329
0.01% of portfolio
|
Q4 2024
Added 20.17%
|