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Disclosery

NYF ISHARES TR

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NEW YORK MUN ETF (fund)

174 managers (176 13F filers) reported a position in NYF shares at 2025-06-30, 10,329,829 shares in all. 15 filers opened a position and 15 filers sold out during the quarter.

Managers
174
13F filers
176
New
15
Added
74
Reduced
54
Sold out
15
Shares held by filers
10,329,829

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA858,675$44.8M0.12%-130,08413F-HRTimelineGroup
High Probability Advisors, LLC668,495$34.9M5.21%+32,36213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/645,341$33.6M<0.01%+81,19113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY455,538$23.8M<0.01%-50,90813F-HRTimelineGroup
FMR LLCin group FMR LLC406,868$21.2M<0.01%+71,90613F-HRTimelineGroup
Facet Wealth, Inc.392,537$20.4M0.46%+21,52713F-HRTimeline
HighTower Advisors, LLC382,305$19.9M0.02%-46,32413F-HRTimeline
RWA WEALTH PARTNERS, LLC353,480$18.4M0.23%+3,31813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC347,152$18.1M0.03%+259,65713F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC328,830$17.1M3.65%-2,91513F-HRTimeline
Composition Wealth, LLC317,818$16.6M0.28%+3,43813F-HRTimeline
Alesco Advisors, LLC, An ESL Co292,550$15.3M0.44%-34,45913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC282,000$14.7M0.01%-1,36713F-HRTimelineGroup
Legacy Edge Advisors, LLC235,016$12.3M1.64%+228,43913F-HRTimeline
Klingman & Associates, LLC222,354$11.6M0.64%-5,53313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC205,163$10.7M<0.01%+9,46213F-HRTimelineGroup
Betterment LLC166,364$8.67M0.02%-2,92713F-HRTimeline
Mariner, LLCin group Mariner, LLC160,513$8.37M0.01%-50,52113F-HRTimelineGroup
Cetera Investment Advisers134,102$6.99M0.01%+6,37413F-HRTimeline
MYECFO, LLC130,634$6.81M3.34%-4,39613F-HRTimeline
LPL Financial LLC129,081$6.73M<0.01%+10,18913F-HRTimeline
UBS Group AGin group UBS Group AG125,921$6.57M<0.01%+4,84813F-HRTimelineGroup
ALTFEST L J & CO INC111,430$5.81M0.69%+15,80913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.105,220$5.49M0.38%-1,02013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.88,879$4.63M<0.01%+2,53513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO87,760$4.58M<0.01%-15,45013F-HRTimelineGroup
Whitegate Investment Counselors, Inc.87,330$4.55M1.55%-21,94513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp86,275$4.5M0.47%-2,42913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC85,566$4.46M0.01%+27,04913F-HRTimeline
Hennion & Walsh Asset Management, Inc.75,952$3.96M0.16%+6,45013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC73,378$3.83M<0.01%+1,65313F-HRTimelineGroup
Creative Planningin group Creative Planning68,226$3.56M<0.01%+15,97013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC65,516$3.42M0.01%-5,05013F-HRTimelineGroup
James J. Burns & Company, LLC58,734$3.06M0.5%-6,07813F-HRTimeline
Cascade Financial Partners, LLC58,225$3.04M0.36%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN55,381$2.89M<0.01%+1,60113F-HRTimelineGroup
Note Advisors, LLC54,628$2.85M1.97%+2,72413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,781$2.75M<0.01%-33,61513F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding50,959$2.66M+4,741Timeline
Carnegie Investment Counsel50,936$2.66M0.05%+1,64913F-HRTimeline
SOA Wealth Advisors, LLC.49,768$2.59M0.49%+22,45013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC48,711$2.51M<0.01%-47,94913F-HRTimelineGroup
Wedmont Private Capital46,725$2.43M0.1%+4113F-HRTimeline
BRIGHTON SECURITIES CORP.46,242$2.41M1.32%-1,48713F-HRTimeline
Francis Financial, Inc.45,343$2.36M0.55%-135,78213F-HRTimeline
DURANTE & WATERS, LLC44,050$2.3M1.81%-12113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC42,451$2.21M0.01%+36,45213F-HRTimelineGroup
NewEdge Wealth, LLC41,946$2.18M0.03%-3,83413F-HRTimeline
BAILARD, INC.39,901$2.08M0.05%+33213F-HRTimeline
Level Financial Advisors39,770$2.07M0.65%+4,13313F-HRTimeline
Magnus Financial Group LLC33,128$1.73M0.15%+8,76813F-HRTimeline
Patriot Financial Group Insurance Agenc…30,803$1.61M0.18%+6,31113F-HRTimeline
Revolve Wealth Partners, LLC28,716$1.5M0.2%+3,91313F-HRTimeline
Graypoint LLC27,500$1.43M0.08%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS27,065$1.41M0.05%new13F-HRTimelineGroup
Astoria Strategic Wealth, Inc.26,675$1.39M0.38%+2,04213F-HRTimeline
Drucker Wealth 3.0, LLC26,700$1.39M0.27%+7,98013F-HRTimeline
FLOW TRADERS U.S. LLC26,274$1.37M0.05%+21,40513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding25,676$1.34M+8,868Timeline
Atria Wealth Solutions, Inc.25,559$1.33M0.03%+5,40613F-HRTimeline
CONQUIS FINANCIAL LLC25,354$1.32M1.28%+16,29713F-HRTimeline
Conrad Siegel Investment Advisors, Inc.24,438$1.27M0.29%+4,47713F-HRTimeline
MML INVESTORS SERVICES, LLC24,270$1.26M<0.01%+2,00613F-HRTimeline
OLD MISSION CAPITAL LLC23,441$1.22M0.03%new13F-HRTimeline
PROFFITT & GOODSON INC23,234$1.21M0.18%-6,54613F-HRTimeline
Equita Financial Network, Inc.23,069$1.2M0.48%-7,60213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,007$1.15M<0.01%+4,62213F-HR/ATimelineGroup
WNY Asset Management, LLC20,709$1.08M0.12%+2,18013F-HRTimeline
Cambridge Investment Research Advisors,…20,397$1.06M<0.01%+10,27413F-HRTimeline
Chicago Partners Investment Group LLC19,961$1.03M0.03%+1513F-HRTimeline
Members Advisory Group LLC19,692$1.03M0.39%+1,34813F-HRTimeline
Wealthspire Advisors, LLC19,686$1.03M0.01%-26,53313F-HRTimeline
Allworth Financial LP19,474$1.02M<0.01%-26613F-HRTimeline
TCI Wealth Advisors, Inc.18,698$975K0.07%013F-HRTimeline
LifeGoal Investments, LLC17,510$913K0.87%+1,35213F-HRTimeline
Compound Planning, Inc.17,069$890K0.03%+3,63513F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC16,379$854K0.13%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,085$839K0.23%+42113F-HRTimelineGroup
Rockbridge Investment Management, LCC15,572$812K0.09%-2813F-HRTimeline
Farrell Financial LLC15,504$808K0.54%-5,28813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,430$805K<0.01%+9,61013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,216$793K0.01%-99213F-HRTimelineGroup
Opal Wealth Advisors, LLC15,033$784K0.22%+1,19313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,761$770K<0.01%-14,44513F-HRTimeline
Empower Advisory Group, LLC13,987$729K<0.01%+2,96113F-HRTimeline
Private Advisor Group, LLC13,983$729K<0.01%-3,05513F-HRTimeline
Westfuller Advisors, LLC13,752$717K0.41%+10113F-HRTimeline
Steward Partners Investment Advisory, L…13,744$717K0.01%-52113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,617$709K<0.01%-1,01513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,015$679K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,983$677K<0.01%+9113F-HRTimelineGroup
NDWM LLC12,583$656K0.48%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,890$620K<0.01%-11113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO11,623$606K<0.01%-1,93713F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…11,544$602K0.06%+22513F-HRTimeline
Wealthfront Advisers LLC10,848$566K<0.01%-1,43913F-HRTimeline
Long Run Wealth Advisors, LLC10,520$549K0.12%+1613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,225$533K<0.01%+51013F-HR/ATimelineGroup
McNamara Financial Services, Inc.10,214$533K0.11%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,204$532K<0.01%+1,71813F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC10,000$521K0.08%+4,00013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,940$518K<0.01%+2,07413F-HRTimeline
EP Wealth Advisors, LLC9,910$517K<0.01%-2,62513F-HRTimeline
Orion Porfolio Solutions, LLC9,806$511K<0.01%-30513F-HR/ATimeline
Orange Investment Advisors, Inc.9,700$506K0.06%-35013F-HRTimeline
AlphaCore Capital LLC9,618$501K0.02%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,581$500K0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,518$496K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,451$493K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc8,926$465K0.08%+6513F-HRTimeline
GAMMA Investing LLC8,286$432K0.03%-21613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,250$430K0.01%013F-HRTimeline
SUTTON PLACE INVESTORS LLC7,539$393K0.24%-92713F-HRTimeline
Independent Wealth Network Inc.7,420$387K0.14%+413F-HRTimeline
Crestwood Advisors Group, LLC7,333$382K0.01%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,290$380K0.03%013F-HRTimeline
Pine Valley Investments Ltd Liability Co7,269$379K0.02%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,226$377K0.02%-78113F-HRTimeline
Brio Consultants, LLC7,171$374K0.05%+74813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,093$370K0.02%-24213F-HRTimelineGroup
North Star Investment Management Corp.7,050$368K0.03%013F-HRTimeline
BCS Private Wealth Management, Inc.7,000$365K0.14%13F-HRTimeline
Boston Standard Wealth Management, LLC6,895$360K0.06%+52813F-HRTimeline
Manhattan West Asset Management, LLC6,770$353K0.08%-2,42613F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC6,683$348K0.01%-6,96113F-HRTimelineGroup
Trivium Point Advisory, LLC6,371$332K0.04%-44513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,265$327K<0.01%new13F-HRTimeline
WEALTH ALLIANCE, LLC6,215$324K0.04%+5813F-HRTimeline
Dentgroup LLC5,634$294K0.2%new13F-HRTimeline
CNB Bank5,482$286K0.14%013F-HRTimeline
Astra Wealth Partners LLC5,438$284K0.23%-2,35613F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…5,414$282K0.09%-56513F-HRTimelineGroup
Keystone Global Partners, LLC5,225$272K0.15%+88913F-HRTimeline
Integrated Wealth Concepts LLC5,188$271K<0.01%+3813F-HRTimeline
Atria Investments, Inc5,177$270K<0.01%+5813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,186$270K<0.01%+3,86913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,171$270K<0.01%+1,18613F-HRTimelineGroup
GTS SECURITIES LLC5,076$265K0.01%new13F-HRTimeline
Emergent Wealth Advisors, LLC5,044$263K0.17%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC5,031$262K<0.01%+96013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC4,987$260K<0.01%new13F-HRTimelineGroup
DAVIDSON INVESTMENT ADVISORS4,941$258K0.01%-26213F-HRTimeline
American Investment Services, Inc.4,925$257K0.07%013F-HRTimeline
Elequin Capital, LP4,916$256K0.04%-13,10013F-HRTimeline
Quadrant Private Wealth Management, LLC4,793$250K0.05%new13F-HRTimeline
OneDigital Investment Advisors LLC4,782$249K<0.01%013F-HRTimeline
21 West Wealth Management LLC4,761$248K0.25%13F-HRTimeline
Graney & King, LLC4,539$237K0.16%-26113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC4,477$233K0.1%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,354$227K0.02%+5213F-HRTimeline
AllSquare Wealth Management LLC4,219$220K0.12%-39013F-HRTimeline
Martin Worley Group4,211$220K0.11%013F-HRTimeline
Brookwood Investment Group LLC4,141$216K0.03%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC4,110$214K0.19%013F-HRTimeline
J. W. Coons Advisors, LLC4,000$209K0.05%013F-HRTimeline
Nemes Rush Group LLC3,930$205K0.02%+2913F-HRTimeline
SEVEN MILE ADVISORY3,917$204K0.12%013F-HRTimeline
TWO SIGMA SECURITIES, LLC3,864$201K0.02%new13F-HRTimeline
Tortoise Investment Management, LLC3,412$178K0.02%-30013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,329$174K<0.01%-38613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,237$169K0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…2,900$151K0.04%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,223$116K0.01%+113F-HRTimeline
PRIVATE TRUST CO NA2,018$105K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,976$103K<0.01%+1,94213F-HRTimelineGroup
IFP Advisors, Inc1,689$88.1K<0.01%+313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,476$76.9K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC430$22.4K0.01%013F-HRTimeline
Rialto Wealth Management, LLC402$21K0.01%+9013F-HRTimeline
Smartleaf Asset Management LLC396$20.6K<0.01%+2413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO166$8.65K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC28$1.49K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1$45<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.