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Ishares New York Muni Bond E (NYF)

CUSIP: 464288323 | NYSE | 454 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

High Probability Advisors, LLC1,066,801
6.0% of portfolio›$53.9M
Facet Wealth, Inc.599,859
0.4% of portfolio›$30.3M
Klingman & Associates, LLC235,291
0.5% of portfolio›$11.9M
Wealth Enhancement Advisory Services, LLC231,557
0.0% of portfolio›$11.7M
Wealthcare Advisory Partners LLC147,307
0.1% of portfolio›$7.4M
Commonwealth Equity Services, LLC142,199
0.0% of portfolio›$7.2M
Creative Planning139,921
0.0% of portfolio›$7.1M
Wedmont Private Capital122,299
0.1% of portfolio›$6.2M
Myecfo, LLC109,390
2.1% of portfolio›$5.5M
Hennion & Walsh Asset Management, Inc.101,245
0.1% of portfolio›$5.1M
Whitegate Investment Counselors, Inc.99,664
1.5% of portfolio›$5.0M
Altfest L J & Co Inc97,799
0.5% of portfolio›$4.9M
NBT Bank, N.A.95,565
0.3% of portfolio›$4.8M
Assetmark, Inc92,463
0.0% of portfolio›$4.7M
Bailard, Inc.86,173
0.1% of portfolio›$4.4M
Arrow Financial Corp74,341
0.3% of portfolio›$3.8M
Durante & Waters, LLC61,084
2.0% of portfolio›$3.1M
Citigroup Inc56,928
0.0% of portfolio›$2.9M
Carnegie Investment Counsel55,921
0.1% of portfolio›$2.8M
Kestra Advisory Services, LLC55,077
0.0% of portfolio›$2.8M
Magnus Financial Group LLC53,871
0.2% of portfolio›$2.7M
James J. Burns & Company, LLC48,029
0.3% of portfolio›$2.4M
Sterling Investment Counsel, LLC40,839
0.5% of portfolio›$2.1M
Citizens Financial Group Inc39,617
0.0% of portfolio›$2.0M
Emergent Wealth Advisors, LLC38,355
1.0% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.35,264
0.0% of portfolio›$1.8K
Oppenheimer & Co Inc34,935
0.0% of portfolio›$1.8M
Patriot Financial Group Insurance Agency, LLC33,359
0.2% of portfolio›$1.7M
Midland Wealth Advisors, LLC31,678
0.1% of portfolio›$1.6M
Trust Co31,271
0.1% of portfolio›$1.6M
Perennial Advisors, LLC30,725
0.2% of portfolio›$1.6M
Level Financial Advisors29,281
0.3% of portfolio›$1.5M
W.G. Shaheen & Associates DBA Whitney & Co26,905
0.1% of portfolio›$1.4M
Brighton Securities Corp.24,032
0.5% of portfolio›$1.2M
Chicago Partners Investment Group LLC20,088
0.0% of portfolio›$1.0M
Flagstar Securities, Inc20,013
0.3% of portfolio›$1.0M
SAX Wealth Advisors, LLC19,747
0.0% of portfolio›$997.6K
Farrell Financial LLC18,134
0.5% of portfolio›$916.1K
LifeGoal Investments, LLC16,560
0.3% of portfolio›$836.6K
Layline Advisors, LLC15,091
0.7% of portfolio›$762.4K
Crestwood Advisors Group, LLC14,843
0.0% of portfolio›$749.9K
Ashton Thomas Securities, LLC12,877
0.1% of portfolio›$650.6K
Gerber Kawasaki Wealth & Investment Management12,781
0.0% of portfolio›$645.7K
Park Avenue Securities LLC12,691
0.0% of portfolio›$641
Evanson Financial, LLC12,402
0.0% of portfolio›$626.6K
Flagship Harbor Advisors, LLC12,230
0.0% of portfolio›$617.9K
Opal Wealth Advisors, LLC11,749
0.1% of portfolio›$593.6K
Indivisible Partners11,111
0.0% of portfolio›$561.3K
GLR Partners, LLC11,048
0.3% of portfolio›$558.1K
AlphaCore Capital LLC11,029
0.0% of portfolio›$557.2K
Calamos Wealth Management LLC10,886
0.0% of portfolio›$550.0K
Cliftonlarsonallen Wealth Advisors, LLC10,852
0.0% of portfolio›$548.2K
Matauro, LLC10,068
0.1% of portfolio›$508.7K
Eagle Rock Investment Company, LLC10,000
0.1% of portfolio›$505.2K
Hudson Oak Wealth Advisory LLC9,787
0.4% of portfolio›$494.4K
Gamma Investing LLC9,762
0.0% of portfolio›$493.2K
Sutton Place Investors LLC9,466
0.2% of portfolio›$478.2K
Orange Investment Advisors, Inc.9,300
0.1% of portfolio›$469.8K
Courier Capital LLC9,180
0.0% of portfolio›$463.8K
Dutch Asset Corp8,950
0.2% of portfolio›$452.2K
Independent Wealth Network Inc.8,856
0.1% of portfolio›$447.4K
21 West Wealth Management LLC8,615
0.4% of portfolio›$435.2K
Keybank National Association7,581
0.0% of portfolio›$383.0K
Compass Planning Associates Inc7,541
0.2% of portfolio›$381.0K
Petersen Hastings Wealth Advisors Inc.7,341
0.0% of portfolio›$370.9K
Bryn Mawr Trust Advisors, LLC7,226
0.0% of portfolio›$365.1K
Keystone Global Partners, LLC6,686
0.1% of portfolio›$337.8K
Root Financial Partners, LLC6,354
0.0% of portfolio›$321.0K
Vise Technologies, Inc.6,039
0.0% of portfolio›$305.1K
Mission Wealth Management, LP6,027
0.0% of portfolio›$304.5K
Relyea Zuckerberg Hanson LLC5,757
0.0% of portfolio›$290.8K
Wedbush Securities Inc5,734
0.0% of portfolio›$290
Ashton Thomas Private Wealth, LLC5,677
0.0% of portfolio›$286.8K
Stanich Group LLC5,542
0.1% of portfolio›$280.0K
Atria Investments, Inc5,113
0.0% of portfolio›$258.3K
Partners Wealth Management, LLC4,993
0.0% of portfolio›$252.3K
StoneX Group Inc.4,990
0.0% of portfolio›$252.1K
Chesley Taft & Associates LLC4,500
0.0% of portfolio›$227.3K
Concurrent Investment Advisors, LLC4,320
0.0% of portfolio›$218.2K
LVW Advisors, LLC4,221
0.0% of portfolio›$213.2K
Apella Capital, LLC4,162
0.0% of portfolio›$209.2K
Breakwater Capital Group4,124
0.0% of portfolio›$208.3K
XY Planning Network, Inc.4,055
0.0% of portfolio›$204.9K
Davidson Investment Advisors3,960
0.0% of portfolio›$200.1K
North Star Investment Management Corp.3,125
0.0% of portfolio›$157.9K
Creative Financial Designs Inc2,228
0.0% of portfolio›$112.6K
Private Trust Co NA2,018
0.0% of portfolio›$101.9K
Hughes Financial Services, LLC1,508
0.0% of portfolio›$78.4K
IFP Advisors, Inc1,216
0.0% of portfolio›$61.4K
Parallel Advisors, LLC354
0.0% of portfolio›$17.9K
Peck Wealth Management, LLC125
0.0% of portfolio›$6.3K
Farther Finance Advisors, LLC1
0.0% of portfolio›$43
StyleTurnoverLocationFiled
High Probability Advisors, LLC
1,066,801$53.9M6.0%ETFVery LowPittsford, NY2026-10-19
Facet Wealth, Inc.
599,859$30.3M0.4%IndexVery LowWest Palm Beach, FL2026-11-04
Klingman & Associates, LLC
235,291$11.9M0.5%ETFVery LowNew York, NY2026-10-20
Wealth Enhancement Advisory Services, LLC
231,557$11.7M0.0%CoreLowPlymouth, MN2026-10-13
Wealthcare Advisory Partners LLC
147,307$7.4M0.1%ETFLowWest Chester, PA2026-10-21
Commonwealth Equity Services, LLC
142,199$7.2M0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
139,921$7.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Wedmont Private Capital
122,299$6.2M0.1%IndexVery LowWest Chester, PA2026-10-09
Myecfo, LLC
109,390$5.5M2.1%ETFVery LowLa Jolla, CA2026-10-14
Hennion & Walsh Asset Management, Inc.
101,245$5.1M0.1%ValueMediumParsippany, NJ2026-10-13
Whitegate Investment Counselors, Inc.
99,664$5.0M1.5%ETFVery LowConcord, NH2026-11-02
Altfest L J & Co Inc
97,799$4.9M0.5%ETFHighNew York, NY2026-10-27
NBT Bank, N.A.
95,565$4.8M0.3%CoreLowNorwich, NY2026-10-21
Assetmark, Inc
92,463$4.7M0.0%ETFLowConcord, CA2026-10-21
Bailard, Inc.
86,173$4.4M0.1%GrowthMediumFoster City, CA2026-10-13
Arrow Financial Corp
74,341$3.8M0.3%ETFLowGlens Falls, NY2026-10-26
Durante & Waters, LLC
61,084$3.1M2.0%ETFVery LowBrewster, NY2026-10-28
Citigroup Inc
56,928$2.9M0.0%CoreMediumNew York, NY2026-11-04
Carnegie Investment Counsel
55,921$2.8M0.1%CoreLowPepper Pike, OH2026-10-20
Kestra Advisory Services, LLC
55,077$2.8M0.0%CoreLowAustin, TX2026-11-02
Magnus Financial Group LLC
53,871$2.7M0.2%ETFLowNew York, NY2026-10-21
James J. Burns & Company, LLC
48,029$2.4M0.3%ETFVery LowMelville, NY2026-10-22
Sterling Investment Counsel, LLC
40,839$2.1M0.5%GrowthLowBuffalo, NY2026-10-19
Citizens Financial Group Inc
39,617$2.0M0.0%GrowthLowProvidence, RI2026-10-23
Emergent Wealth Advisors, LLC
38,355$1.9M1.0%ETFMediumWilliamsville, NY2026-10-09
Cambridge Investment Research Advisors, Inc.
35,264$1.8K0.0%ETFLowFairfield, IA2026-11-02
Oppenheimer & Co Inc
34,935$1.8M0.0%CoreLowNew York, NY2026-10-26
Patriot Financial Group Insurance Agency, LLC
33,359$1.7M0.2%GrowthLowWalpole, MA2026-10-14
Midland Wealth Advisors, LLC
31,678$1.6M0.1%ETFLowEffingham, IL2026-10-26
Trust Co
31,271$1.6M0.1%ETFVery LowManhattan, KS2026-10-09
Perennial Advisors, LLC
30,725$1.6M0.2%CoreLowNew York, NY2026-10-13
Level Financial Advisors
29,281$1.5M0.3%ETFLowEast Amherst, NY2026-10-13
W.G. Shaheen & Associates DBA Whitney & Co
26,905$1.4M0.1%CoreLowRochester, NY2026-11-03
Brighton Securities Corp.
24,032$1.2M0.5%ETFVery LowRochester, NY2026-10-08
Chicago Partners Investment Group LLC
20,088$1.0M0.0%GARPLowChicago, IL2026-10-27
Flagstar Securities, Inc
20,013$1.0M0.3%ETFVery LowNew York, NY2026-10-15
SAX Wealth Advisors, LLC
19,747$997.6K0.0%ETFVery LowParsippany, NJ2026-10-13
Farrell Financial LLC
18,134$916.1K0.5%ETFVery LowOrchard Park, NY2026-10-16
LifeGoal Investments, LLC
16,560$836.6K0.3%ETFLowSaratoga Springs, NY2026-10-09
Layline Advisors, LLC
15,091$762.4K0.7%ETFLowRochester, NY2026-11-02
Crestwood Advisors Group, LLC
14,843$749.9K0.0%GrowthLowBoston, MA2026-10-27
Ashton Thomas Securities, LLC
12,877$650.6K0.1%ETFMediumRochester, NY2026-10-26
Gerber Kawasaki Wealth & Investment Management
12,781$645.7K0.0%ETFLowSanta Monica, CA2026-10-29
Park Avenue Securities LLC
12,691$6410.0%ETFMediumNew York, NY2026-10-26
Evanson Financial, LLC
12,402$626.6K0.0%ETFN/AMclean, VA2026-10-23
Flagship Harbor Advisors, LLC
12,230$617.9K0.0%ETFMediumBoston, MA2026-10-26
Opal Wealth Advisors, LLC
11,749$593.6K0.1%ETFLowJericho, NY2026-10-16
Indivisible Partners
11,111$561.3K0.0%GrowthMediumClearwater, FL2026-10-26
GLR Partners, LLC
11,048$558.1K0.3%GrowthN/AColumbia, MD2026-11-04
AlphaCore Capital LLC
11,029$557.2K0.0%ETFLowLa Jolla, CA2026-11-04
Calamos Wealth Management LLC
10,886$550.0K0.0%GrowthMediumNaperville, IL2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
10,852$548.2K0.0%ETFLowMinneapolis, MN2026-10-14
Matauro, LLC
10,068$508.7K0.1%ETFLowNew York, NY2026-11-03
Eagle Rock Investment Company, LLC
10,000$505.2K0.1%CoreLowAtlanta, GA2026-10-21
Hudson Oak Wealth Advisory LLC
9,787$494.4K0.4%ETFVery LowHoboken, NJ2026-10-16
Gamma Investing LLC
9,762$493.2K0.0%IndexVery LowFoster City, CA2026-10-08
Sutton Place Investors LLC
9,466$478.2K0.2%ETFLowArmonk, NY2026-10-20
Orange Investment Advisors, Inc.
9,300$469.8K0.1%CoreLowGoshen, NY2026-10-23
Courier Capital LLC
9,180$463.8K0.0%ETFLowBuffalo, NY2026-10-19
Dutch Asset Corp
8,950$452.2K0.2%GrowthMediumSelkirk, NY2026-10-20
Independent Wealth Network Inc.
8,856$447.4K0.1%ETFMediumUrbandale, IA2026-10-19
21 West Wealth Management LLC
8,615$435.2K0.4%ETFLowTustin, CA2026-10-13
Keybank National Association
7,581$383.0K0.0%CoreLowBrooklyn, OH2026-11-04
Compass Planning Associates Inc
7,541$381.0K0.2%ETFVery LowGreenfield, MA2026-10-13
Petersen Hastings Wealth Advisors Inc.
7,341$370.9K0.0%ETFLowKennewick, WA2026-10-27
Bryn Mawr Trust Advisors, LLC
7,226$365.1K0.0%CoreLowPhiladelphia, PA2026-11-04
Keystone Global Partners, LLC
6,686$337.8K0.1%ETFMediumDenver, CO2026-10-13
Root Financial Partners, LLC
6,354$321.0K0.0%ETFMediumEncinitas, CA2026-10-21
Vise Technologies, Inc.
6,039$305.1K0.0%IndexLowNew York, NY2026-10-29
Mission Wealth Management, LP
6,027$304.5K0.0%ETFLowSanta Barbara, CA2026-10-15
Relyea Zuckerberg Hanson LLC
5,757$290.8K0.0%ETFLowStamford, CT2026-10-20
Wedbush Securities Inc
5,734$2900.0%CoreLowPasadena, CA2026-10-22
Ashton Thomas Private Wealth, LLC
5,677$286.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Stanich Group LLC
5,542$280.0K0.1%ETFVery LowMontauk, NY2026-10-16
Atria Investments, Inc
5,113$258.3K0.0%CoreMediumCharlotte, NC2026-10-15
Partners Wealth Management, LLC
4,993$252.3K0.0%CoreLowCarmel By The Sea, CA2026-10-28
StoneX Group Inc.
4,990$252.1K0.0%ETFMediumNew York, NY2026-11-03
Chesley Taft & Associates LLC
4,500$227.3K0.0%CoreLowChicago, IL2026-10-13
Concurrent Investment Advisors, LLC
4,320$218.2K0.0%GrowthMediumTampa, FL2026-10-16
LVW Advisors, LLC
4,221$213.2K0.0%CoreMediumPittsford, NY2026-10-19
Apella Capital, LLC
4,162$209.2K0.0%ETFVery LowWest Hartford, CT2026-10-08
Breakwater Capital Group
4,124$208.3K0.0%ETFLowParamus, NJ2026-10-09
XY Planning Network, Inc.
4,055$204.9K0.0%ETFLowBozeman, MT2026-10-14
Davidson Investment Advisors
3,960$200.1K0.0%CoreLowGreat Falls, MT2026-10-20
North Star Investment Management Corp.
3,125$157.9K0.0%CoreLowChicago, IL2026-10-27
Creative Financial Designs Inc
2,228$112.6K0.0%ETFMediumKokomo, IN2026-11-04
Private Trust Co NA
2,018$101.9K0.0%CoreLowCleveland, OH2026-10-20
Hughes Financial Services, LLC
1,508$78.4K0.0%ETFLowHerndon, VA2026-10-30
IFP Advisors, Inc
1,216$61.4K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
354$17.9K0.0%IndexLowSan Francisco, CA2026-11-03
Peck Wealth Management, LLC
125$6.3K0.0%ETFLowWhite Plains, NY2026-10-29
Farther Finance Advisors, LLC
1$430.0%IndexLowSan Francisco, CA2026-10-08