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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
   BANK OF AMERICA CORP /DE/ 1733 - 2024-03-31 477,665 $25,703,000 -924
   HSBC HOLDINGS PLC 696 - 2024-03-31 278,981 $15,012,000 -804
   ALTFEST L J & CO INC 18 - 2024-03-31 196,899 $10,595,000 -10,378
   Opal Wealth Advisors LLC 7 - 2024-03-31 167,630 $9,020,000 -576
   ARROW FINANCIAL CORP 45 - 2024-03-31 83,534 $4,495,000 -5,451
   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
   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
   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
   DURANTE & WATERS LLC 12 - 2024-03-31 35,503 $1,910,000 -5,764
   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
   CAPRIN ASSET MANAGEMENT LLC /ADV 10 - 2022-12-31 18,029 $945,000 -7,031
   ETFIDEA LLC 58 - 2024-03-31 14,658 $789,000 -400
   MERCER GLOBAL ADVISORS INC /ADV 1108 - 2024-03-31 13,063 $703,000 -303
   Resources Investment Advisors Inc. 680 - 2024-03-31 10,925 $588,000 -1,785
   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
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 43 - 2023-03-31 8,498 $455,000 -1,420
   WSFS CAPITAL MANAGEMENT LLC 305 - 2024-03-31 6,215 $420,000 -1,559
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2705 - 2024-03-31 6,835 $368,000 -63
   DEUTSCHE BANK AG 2530 - 2024-03-31 5,500 $296,000 -750
   CRESTWOOD ADVISORS LLC 363 - 2024-03-31 5,273 $284,000 -4,726
   Tortoise Investment Management LLC 213 - 2024-03-31 3,602 $194,000 -390
   Capital Investment Advisory Services LLC 863 - 2024-03-31 100 $5,000 -100
  28 Records found
  1    
  Page 1 of 1
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