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 185 institutions that hold shares in the stock, with a total of 9.84 Million shares, which have been reported (via 13F filing form) to have a value of $512 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
4,761
shares
|
$247,667
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
4,609
shares
|
$239,760
0.15% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,477
shares
|
$232,893
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
4,450
shares
|
$231,489
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
4,354
shares
|
$226,495
0.02% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,287
shares
|
$223,009
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
4,211
shares
|
$219,056
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
4,141
shares
|
$215,414
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
May 13, 2025 Q1 2025 |
4,110
shares
|
$213,802
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
4,071
shares
|
$211,773
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,000
shares
|
$208,080
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,985
shares
|
$207,299
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
3,917
shares
|
$203,762
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
3,901
shares
|
$202,930
0.03% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
3,800
shares
|
$197,676
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,794
shares
|
$197,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
3,715
shares
|
$193,254
0.0% of portfolio
|
Q4 2024
Added 20.4%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
3,712
shares
|
$193,098
0.02% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
2,900
shares
|
$150,858
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,222
shares
|
$115,588
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,170
shares
|
$112,883
0.0% of portfolio
|
Q1 2022
Added 10.15%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,018
shares
|
$104,976
0.01% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,686
shares
|
$87,705
0.0% of portfolio
|
Q1 2025
Reduced 42.98%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,476
shares
|
$76,781
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,317
shares
|
$68,510
0.0% of portfolio
|
Q1 2025
Reduced 99.02%
|