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Get Institutions for : 
iShares S&P NY AMT-Free Municipal Bd (NYF)  
$52.97 0.11 (0.21%) as of 4:30 Tue 6/4


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 129    7
Total shares held : 
 7,334,868  
% of shares held : 
 88.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 6,422  
% of shares held change : 
   0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.70  
Last Quarter's Ending Price : 
 $54.09  
Last Quarter's Average Price : 
 $52.05  
Change from last quarter's     
avg. price to the last closing  : 
0.92 (1.77%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 332,737
 4.54%
 
Increased Positions :
50
 1,502,687
 20.49%
 
Unchanged Positions :
21
 162,255
 2.21%
 
Decreased Positions :
43
-1,768,074
-24.11%
 
Closed Positions :
8
-60,928
-0.83%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TIAA TRUST NATIONAL ASSOCIATION 90 - 2024-03-31 716,917 $38,577,000 10,371
   BANK OF AMERICA CORP /DE/ 1733 - 2024-03-31 477,665 $25,703,000 -924
   MORGAN STANLEY 2467 - 2024-03-31 454,934 $24,480,000 94,147
   Adviser Investments LLC 71 - 2024-03-31 326,433 $17,565,000 774
   FMR LLC 1674 - 2024-03-31 310,501 $16,708,000 27,636
   HSBC HOLDINGS PLC 696 - 2024-03-31 278,981 $15,012,000 -804
   ALESCO ADVISORS LLC 24 - 2024-03-31 271,507 $14,610,000 31,287
   ALTFEST L J & CO INC 18 - 2024-03-31 196,899 $10,595,000 -10,378
   Miracle Mile Advisors LLC 71 - 2024-03-31 193,702 $10,423,000 9,817
   MARINER WEALTH ADVISORS, LLC 506 - 2024-03-31 190,677 $10,260,000 6,601
   Facet Wealth Inc. 32 - 2024-03-31 185,929 $9,923,000 33,590
   Opal Wealth Advisors LLC 7 - 2024-03-31 167,630 $9,020,000 -576
   ENVESTNET ASSET MANAGEMENT INC 1631 - 2024-03-31 156,958 $8,446,000 8,379
   Betterment LLC 94 - 2024-03-31 132,552 $7,133,000 19,851
   Taylor Cottrill Erickson & Associates Inc. 18 - 2024-03-31 127,330 $6,852,000 2,120
   AMERIPRISE FINANCIAL INC 2205 - 2024-03-31 104,569 $5,636,000 1,655
   Francis Financial Inc. 13 - 2024-03-31 101,542 $5,464,000 38,428
   LPL FINANCIAL CORP 1708 - 2024-03-31 100,170 $5,390,000 10,254
   NBT BANK N A /NY 62 - 2024-03-31 95,784 $5,154,000 2,102
   Cetera Investment Advisers 1005 - 2024-03-31 87,774 $4,723,000 30,518
   ARROW FINANCIAL CORP 45 - 2024-03-31 83,534 $4,495,000 -5,451
   UBS Group AG 2378 - 2024-03-31 73,587 $3,960,000 4,718
   HIGHTOWER ADVISORS, LLC 1078 - 2024-03-31 69,457 $3,729,000 30,115
   MYECFO LLC 10 - 2024-03-31 58,272 $3,593,000 27,210
   Cascade Financial Partners LLC 45 - 2024-03-31 59,225 $3,152,000 0
   James J. Burns & Company LLC 18 - 2024-03-31 57,233 $3,053,000 -8,302
   JANE STREET GROUP LLC 1808 - 2024-03-31 54,213 $2,917,000 -1,157,813
   TIAA FSB 233 - 2023-06-30 54,673 $2,912,000 4,095
   COMMONWEALTH EQUITY SERVICES LLC. 1521 - 2024-03-31 52,485 $2,824,000 2,710
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 516 - 2024-03-31 52,275 $2,813,000 2,698
   ALLIANCEBERNSTEIN L.P. 1722 - 2024-03-31 52,054 $2,801,000 1,570
   Advisor Group Holdings Inc. 1446 - 2024-03-31 52,002 $2,798,000 -29,598
   Wedmont Private Capital 72 - 2024-03-31 49,698 $2,650,000 -204
   EAGLE RIDGE INVESTMENT MANAGEMENT 56 - 2024-03-31 44,044 $2,370,000 -848
   NewEdge Wealth LLC 309 - 2024-03-31 41,711 $2,217,000 6,131
   WELLS FARGO & CO/MN 2520 - 2024-03-31 40,134 $2,160,000 -5,622
   Level Financial Advisors Inc. 23 - 2024-03-31 39,745 $2,139,000 -8,072
   ROYAL BANK OF CANADA 2542 - 2024-03-31 35,549 $1,912,000 17,696
   DURANTE & WATERS LLC 12 - 2024-03-31 35,503 $1,910,000 -5,764
   PROFFITT & GOODSON INC 41 - 2024-03-31 29,166 $1,569,000 6,505
   Northeast Financial Group Inc. 29 - 2024-03-31 28,594 $1,539,000 3,321
   WNY Asset Management LLC 72 - 2024-03-31 27,122 $1,459,000 2,789
   CI Private Wealth LLC 1222 - 2024-03-31 23,884 $1,285,000 2,825
   HANSON MCCLAIN, INC. 370 - 2024-03-31 23,569 $1,268,000 54
   CREATIVE PLANNING 1198 - 2024-03-31 23,025 $1,239,000 154
   FINANCIAL NETWORK 1315 - 2024-03-31 22,875 $1,231,000 2,519
   Hennion & Walsh Asset Management Inc. 380 - 2024-03-31 21,701 $1,168,000 13,420
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1632 - 2024-03-31 20,914 $1,125,000 24
   BAILARD BIEHL & KAISER INC 291 - 2024-03-31 20,451 $1,100,000 6,608
   Conrad Siegel Investment Advisors Inc. 19 - 2024-03-31 20,419 $1,099,000 104
   Atria Wealth Solutions Inc. 866 - 2024-03-31 20,298 $1,092,000 -2,624
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1198 - 2024-03-31 20,106 $1,082,000 -1,785
   Chicago Partners Investment Group LLC 311 - 2024-03-31 19,467 $1,036,000 20
   Revolve Wealth Partners LLC 66 - 2024-03-31 18,868 $1,015,000 2,313
   Lido Advisors LLC 585 *New 2024-03-31 18,350 $987,000 18,350
   MML INVESTORS SERVICES LLC 1440 - 2024-03-31 17,965 $967,000 2,818
   CAPRIN ASSET MANAGEMENT LLC /ADV 10 - 2022-12-31 18,029 $945,000 -7,031
   Magnus Financial Group LLC 137 - 2024-03-31 16,805 $904,000 459
   Stratos Wealth Advisors LLC 349 - 2024-03-31 16,808 $904,000 0
   Steward Partners Investment Advisory LLC 829 - 2024-03-31 16,649 $896,000 5
   Kades & Cheifetz LLC 42 - 2024-03-31 16,006 $861,000 70
   GOLDMAN SACHS GROUP INC/ 3677 - 2024-03-31 15,215 $819,000 13
   Private Advisor Group LLC 1265 - 2024-03-31 14,838 $798,000 883
   ETFIDEA LLC 58 - 2024-03-31 14,658 $789,000 -400
   SIGNATURE SECURITIES GROUP CORPORATION 99 - 2024-03-31 13,516 $727,000 58
   Manhattan West Asset Management LLC 88 *New 2024-03-31 13,471 $725,000 13,471
   STIFEL FINANCIAL CORP 2388 - 2024-03-31 13,279 $715,000 2,769
   MERCER GLOBAL ADVISORS INC /ADV 1108 - 2024-03-31 13,063 $703,000 -303
   McNamara Financial Services Inc. 35 - 2024-03-31 12,986 $699,000 137
   Citizens Business Bank 80 - 2024-03-31 12,885 $693,000 1,451
   NDWM LLC 17 - 2024-03-31 12,583 $677,000 406
   EP WEALTH ADVISORS, INC. 447 - 2024-03-31 12,535 $675,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 298 - 2024-03-31 11,950 $643,000 0
   Rockbridge Investment Management LCC 66 - 2024-03-31 11,888 $640,000 0
   AJ WEALTH STRATEGIES LLC 165 - 2023-06-30 11,568 $616,000 0
   Breakwater Capital Group 132 - 2024-03-31 11,432 $615,000 1,020
   SUTTON PLACE INVESTORS LLC 93 - 2024-03-31 11,374 $612,000 4,878
   CITIGROUP INC 2625 - 2024-03-31 11,281 $607,000 1,270
   HUDSON VALLEY INVESTMENT ADVISORS INC 119 - 2024-03-31 11,200 $603,000 1,000
   Resources Investment Advisors Inc. 680 - 2024-03-31 10,925 $588,000 -1,785
   Independent Wealth Network Inc. 97 - 2024-03-31 10,745 $578,000 81
   DIMENSION CAPITAL MANAGEMENT PARTNERS 61 *New 2024-03-31 10,500 $565,000 10,500
   BANK OF NEW YORK MELLON CORP 3411 - 2024-03-31 10,189 $548,000 519
   Israel Discount Bank of New York 32 - 2024-03-31 10,000 $538,000 -17,165
   W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO 88 - 2024-03-31 9,734 $524,000 -160
   HPM Partners LLC 1601 - 2024-03-31 9,218 $496,000 3,233
   Bell Investment Advisors Inc 69 - 2024-03-31 8,467 $456,000 37
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 43 - 2023-03-31 8,498 $455,000 -1,420
   Atomi Financial Group Inc. 377 *New 2024-03-31 8,434 $454,000 8,434
   GAMMA Investing LLC 200 - 2024-03-31 8,403 $452,000 14
   Orion Portfolio Solutions LLC 1311 - 2024-03-31 8,262 $445,000 0
   GRIMES & COMPANY INC 235 *New 2024-03-31 8,250 $444,000 8,250
   WSFS CAPITAL MANAGEMENT LLC 305 - 2024-03-31 6,215 $420,000 -1,559
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1179 *New 2024-03-31 7,750 $417,000 7,750
   ELEVATUS WELATH MANAGEMENT 61 - 2024-03-31 7,514 $404,000 3
   ST GERMAIN D J CO INC 216 - 2024-03-31 7,335 $395,000 0
   Wealthfront Advisers LLC 773 - 2024-03-31 7,061 $380,000 241
   RAYMOND JAMES & ASSOCIATES 3200 - 2024-03-31 6,966 $375,000 31
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2705 - 2024-03-31 6,835 $368,000 -63
   VALICENTI ADVISORY SERVICES INC 75 - 2024-03-31 6,675 $359,000 0
  100 Records found
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