# ISHARES TR (NYF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/NYF/

- Reporting holders: 9
- Reported value: $12.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $6.2M | 122,299 | 0.1% | 14 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $1.9M | 38,355 | 1.0% | 11 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $1.6M | 31,271 | 0.1% | 5 |
| [BRIGHTON SECURITIES CORP.](https://holderbook.com/funds/14213-brighton-securities-corp/) | $1.2M | 24,032 | 0.5% | 8 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $836.6K | 16,560 | 0.3% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $493.2K | 9,762 | 0.0% | 12 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $209.2K | 4,162 | 0.0% | 5 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $208.3K | 4,124 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $43 | 1 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $12.6M |
| Q2 2026 | 205 | $798.0M |
| Q1 2026 | 212 | $701.0M |
| Q4 2025 | 188 | $638.7M |
| Q3 2025 | 176 | $539.0M |
| Q2 2025 | 176 | $539.7M |
| Q1 2025 | 175 | $527.0M |
| Q4 2024 | 172 | $495.5M |
| Q3 2024 | 153 | $462.3M |
| Q2 2024 | 152 | $434.6M |
| Q1 2024 | 138 | $424.8M |
| Q4 2023 | 137 | $439.0M |