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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 2025-09-30, 10,274,773 shares in all. 20 filers opened a position and 14 filers sold out during the quarter.

Managers
174
13F filers
176
New
20
Added
81
Reduced
42
Sold out
14
Shares held by filers
10,274,773

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 TIAA1,040,875$55.5M0.13%+182,20013F-HRTimelineGroup
High Probability Advisors, LLC704,625$37.6M5.15%+36,13013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/585,354$31.2M<0.01%-59,98713F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY491,861$26.2M<0.01%+36,32313F-HR/ATimelineGroup
Facet Wealth, Inc.447,344$23.9M0.49%+54,80713F-HRTimeline
FMR LLCin group FMR LLC437,638$23.3M<0.01%+30,77013F-HRTimelineGroup
HighTower Advisors, LLC428,521$22.9M0.03%+46,21613F-HRTimeline
Alesco Advisors, LLC, An ESL Co415,465$22.2M0.6%+122,91513F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC328,557$17.5M3.5%-27313F-HRTimeline
Legacy Edge Advisors, LLC277,163$14.8M1.74%+42,14713F-HRTimeline
Composition Wealth, LLC261,353$13.9M0.21%-56,46513F-HRTimeline
Klingman & Associates, LLC233,173$12.4M0.63%+10,81913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC200,025$10.7M<0.01%-5,13813F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC183,825$9.81M0.11%-169,65513F-HRTimeline
Mariner, LLCin group Mariner, LLC182,545$9.74M0.01%+22,03213F-HRTimelineGroup
LPL Financial LLC152,302$8.13M<0.01%+23,22113F-HRTimeline
Betterment LLC150,701$8.04M0.02%-15,66313F-HRTimeline
Cetera Investment Advisers145,983$7.79M0.01%+11,88113F-HRTimeline
MYECFO, LLC127,590$6.81M3.1%-3,04413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC112,440$6M0.01%+26,87413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.96,440$5.15M0.34%-8,78013F-HRTimelineGroup
Whitegate Investment Counselors, Inc.92,550$4.94M1.63%+5,22013F-HRTimeline
ALLIANCEBERNSTEIN L.P.92,466$4.93M<0.01%+3,58713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO91,481$4.88M<0.01%+3,72113F-HR/ATimelineGroup
Arrow Financial Corpin group Arrow Financial Corp86,075$4.59M0.47%-20013F-HRTimelineGroup
ALTFEST L J & CO INC82,929$4.42M0.49%-28,50113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC78,408$4.18M0.01%+12,89213F-HRTimelineGroup
Note Advisors, LLC78,003$4.16M2.47%+23,37513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC75,959$4.05M0.03%+70,97213F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.73,514$3.92M0.14%-2,43813F-HRTimeline
Creative Planningin group Creative Planning68,714$3.67M<0.01%+48813F-HRTimelineGroup
UBS Group AGin group UBS Group AG68,707$3.67M<0.01%-57,21413F-HRTimelineGroup
Retirement Planning Group, LLC68,147$3.64M0.13%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC63,532$3.39M<0.01%-9,84613F-HRTimelineGroup
Magnus Financial Group LLC60,720$3.24M0.26%+27,59213F-HRTimeline
BAILARD, INC.58,812$3.14M0.07%+18,91113F-HRTimeline
Cascade Financial Partners, LLC58,225$3.11M0.36%013F-HRTimeline
SOA Wealth Advisors, LLC.57,464$3.07M0.53%+7,69613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC57,028$3.04M<0.01%+8,31713F-HRTimelineGroup
James J. Burns & Company, LLC56,159$3M0.45%-2,57513F-HRTimeline
Carnegie Investment Counsel53,794$2.87M0.05%+2,85813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN53,554$2.86M<0.01%-1,82713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC51,524$2.75M0.01%+9,07313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,847$2.68M<0.01%-1,93413F-HRTimelineGroup
DURANTE & WATERS, LLC47,482$2.53M1.86%+3,43213F-HRTimeline
Wedmont Private Capital47,218$2.52M0.09%+49313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding46,545$2.48M-4,414Timeline
NewEdge Wealth, LLC41,946$2.25M0.03%013F-HRTimeline
Francis Financial, Inc.40,033$2.14M0.38%-5,31013F-HRTimeline
Cambridge Investment Research Advisors,…38,623$2.06M0.01%+18,22613F-HRTimeline
Fort Point Capital Partners LLC38,269$2.04M0.26%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…37,570$2M0.26%+6,76713F-HRTimeline
Level Financial Advisors36,077$1.92M0.54%-3,69313F-HRTimeline
BRIGHTON SECURITIES CORP.35,497$1.89M0.99%-10,74513F-HR/ATimeline
Equita Financial Network, Inc.34,576$1.84M0.62%+11,50713F-HRTimeline
Compound Planning, Inc.32,538$1.74M0.06%+15,46913F-HRTimeline
WNY Asset Management, LLC32,190$1.72M0.17%+11,48113F-HRTimeline
Astoria Strategic Wealth, Inc.28,953$1.54M0.39%+2,27813F-HRTimeline
Revolve Wealth Partners, LLC28,827$1.54M0.18%+11113F-HRTimeline
Elequin Capital, LP28,595$1.53M0.13%+23,67913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC27,609$1.47M<0.01%-254,39113F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS27,065$1.44M0.05%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC25,571$1.36M0.01%+15,36713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding25,304$1.35M-372Timeline
Drucker Wealth 3.0, LLC25,197$1.34M0.24%-1,50313F-HRTimeline
Perennial Advisors, LLC25,105$1.34M0.23%new13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.24,657$1.32M0.28%+21913F-HRTimeline
Trust Co24,200$1.29M0.13%new13F-HRTimeline
Private Advisor Group, LLC22,034$1.18M0.01%+8,05113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …20,972$1.12M<0.01%+6,98513F-HRTimelineGroup
Chicago Partners Investment Group LLC19,986$1.08M0.03%+2513F-HRTimeline
Members Advisory Group LLC19,760$1.05M0.37%+6813F-HRTimeline
MML INVESTORS SERVICES, LLC19,562$1.04M<0.01%-4,70813F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC18,528$988K0.04%+11,84513F-HRTimelineGroup
LifeGoal Investments, LLC17,658$942K0.78%+14813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,304$923K<0.01%+1,87413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,916$902K<0.01%+3,29913F-HRTimeline
Allworth Financial LP16,874$900K<0.01%-2,60013F-HRTimeline
Opal Wealth Advisors, LLC16,788$896K0.25%+1,75513F-HRTimeline
Rockbridge Investment Management, LCC15,572$831K0.08%013F-HRTimeline
Westfuller Advisors, LLC15,497$827K0.38%+1,74513F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC15,039$802K0.12%-1,34013F-HRTimeline
Farrell Financial LLC14,807$790K0.5%-69713F-HRTimeline
PROFFITT & GOODSON INC14,580$778K0.11%-8,65413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,528$775K0.01%-68813F-HRTimelineGroup
Wealthfront Advisers LLC13,960$745K<0.01%+3,11213F-HRTimeline
Steward Partners Investment Advisory, L…13,851$739K<0.01%+10713F-HRTimeline
Wealthspire Advisors, LLC13,803$736K<0.01%-5,88313F-HRTimeline
CONQUIS FINANCIAL LLC13,411$715K0.68%-11,94313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO13,214$705K<0.01%+1,59113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,061$697K<0.01%+7813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP12,864$686K<0.01%-9,14313F-HRTimelineGroup
NDWM LLC12,583$671K0.46%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC12,556$670K0.28%+8,07913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,106$646K<0.01%+21613F-HRTimelineGroup
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…12,010$641K0.02%new13F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…11,649$621K0.06%+10513F-HRTimeline
McNamara Financial Services, Inc.11,337$605K0.11%+1,12313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC11,063$590K0.08%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,962$585K<0.01%+1,51113F-HRTimelineGroup
Orion Porfolio Solutions, LLC10,955$584K<0.01%+1,14913F-HRTimeline
Long Run Wealth Advisors, LLC10,536$562K0.11%+1613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,258$547K<0.01%+5,08713F-HRTimelineGroup
EAGLE ROCK INVESTMENT COMPANY, LLC10,000$534K0.08%013F-HRTimeline
Orange Investment Advisors, Inc.9,700$517K0.05%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,631$514K0.01%+5013F-HRTimeline
AlphaCore Capital LLC9,618$513K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,518$508K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,257$494K<0.01%-96813F-HRTimelineGroup
Brio Consultants, LLC9,226$492K0.07%+2,05513F-HRTimeline
Apella Capital, LLC9,015$484K0.01%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,066$484K0.15%-7,01913F-HRTimelineGroup
GAMMA Investing LLC8,935$477K0.03%+64913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,250$440K0.01%013F-HRTimeline
Keystone Global Partners, LLC7,997$427K0.22%+2,77213F-HRTimeline
SUTTON PLACE INVESTORS LLC7,702$411K0.23%+16313F-HRTimeline
Independent Wealth Network Inc.7,423$396K0.13%+313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,290$389K0.03%013F-HRTimeline
Pine Valley Investments Ltd Liability Co7,269$388K0.02%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,226$386K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,093$378K0.02%013F-HRTimelineGroup
North Star Investment Management Corp.7,050$376K0.02%013F-HRTimeline
Boston Standard Wealth Management, LLC6,949$371K0.06%+5413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,848$365K<0.01%-7,91313F-HRTimeline
21 West Wealth Management LLC6,711$358K0.34%+1,95013F-HRTimeline
Trivium Point Advisory, LLC6,421$343K0.03%+5013F-HRTimeline
WEALTH ALLIANCE, LLC6,345$339K0.03%+13013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,052$322K<0.01%+86613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,946$317K<0.01%new13F-HRTimelineGroup
Dentgroup LLC5,923$316K0.2%+28913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,803$310K<0.01%new13F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC5,724$305K0.03%new13F-HRTimeline
Sterling Investment Counsel, LLC5,505$294K0.09%new13F-HRTimeline
CNB Bank5,482$292K0.12%013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…5,456$291K0.07%+4213F-HRTimelineGroup
Prosperity Consulting Group, LLC5,455$291K0.01%new13F-HRTimeline
Stanich Group LLC5,364$286K0.18%new13F-HRTimeline
Atria Investments, Inc5,307$283K<0.01%+13013F-HRTimeline
Emergent Wealth Advisors, LLC5,044$269K0.16%013F-HRTimeline
Hamilton Wealth, LLC5,035$269K0.06%new13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC5,031$268K<0.01%013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS4,941$264K0.01%013F-HRTimeline
American Investment Services, Inc.4,925$263K0.06%013F-HRTimeline
Manhattan West Asset Management, LLC4,829$258K0.05%-1,94113F-HRTimeline
OneDigital Investment Advisors LLC4,782$255K<0.01%013F-HRTimeline
Astra Wealth Partners LLC4,751$253K0.18%-68713F-HR/ATimeline
Graney & King, LLC4,543$242K0.17%+413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,388$234K0.02%+3413F-HRTimeline
MAI Capital Management4,385$234K<0.01%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,250$227K0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC4,211$225K<0.01%new13F-HRTimeline
Nemes Rush Group LLC4,202$224K0.02%+27213F-HRTimeline
Brookwood Investment Group LLC4,141$221K0.03%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC4,110$219K0.18%013F-HRTimeline
Olde Wealth Management, LLC4,091$219K0.07%13F-HRTimeline
BCS Private Wealth Management, Inc.4,000$213K0.08%-3,00013F-HRTimeline
SEVEN MILE ADVISORY3,917$209K0.03%013F-HRTimeline
MIDDLETON & CO INC/MA3,800$203K0.02%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,794$202K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC3,399$181K0.1%-82013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,329$178K<0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,262$174K0.01%+2513F-HRTimeline
Atlantic Edge Private Wealth Management…2,900$155K0.04%013F-HRTimeline
Tortoise Investment Management, LLC2,847$152K0.01%-56513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,224$119K0.01%+113F-HRTimeline
PRIVATE TRUST CO NA2,018$108K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,942$104K<0.01%-3413F-HRTimelineGroup
IFP Advisors, Inc1,698$90.6K<0.01%+913F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC1,476$78.6K<0.01%013F-HRTimeline
Root Financial Partners, LLC765$40.8K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC396$21.1K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO166$8.86K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC1$46<0.01%013F-HRTimeline
Parallel Advisors, LLC0$25<0.01%-2813F-HRTimelineAmount filed as zero, left out of ratios.