Who Owns ISHARES TR (NYF)? -- Institutional Holders (2026-06-30)
223 institutions reported holding $760.2M of ISHARES TR (NYF) in SEC 13F filings for 2026-06-30. Largest institutional holders: TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC ($59.1M), High Probability Advisors, LLC ($51.5M), MORGAN STANLEY ($50.0M), BANK OF AMERICA CORP /DE/ ($45.3M), HighTower Advisors, LLC ($33.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $59.1M | 1.1M | Trimmed |
| 2 | High Probability Advisors, LLC | $51.5M | 956,143 | Added |
| 3 | MORGAN STANLEY | $50.0M | 927,127 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $45.3M | 839,727 | Added |
| 5 | HighTower Advisors, LLC | $33.3M | 617,225 | Added |
| 6 | Facet Wealth, Inc. | $30.8M | 571,010 | Added |
| 7 | Alesco Advisors LLC | $26.7M | 495,210 | Added |
| 8 | FMR LLC | $26.2M | 486,133 | Added |
| 9 | Legacy Edge Advisors, LLC | $19.7M | 366,334 | Added |
| 10 | HSBC HOLDINGS PLC | $17.7M | 327,700 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $16.5M | 306,420 | Added |
| 12 | SATOVSKY ASSET MANAGEMENT LLC | $16.5M | 305,418 | Trimmed |
| 13 | JPMORGAN CHASE & CO | $13.6M | 252,292 | Added |
| 14 | LPL Financial LLC | $12.7M | 236,481 | Added |
| 15 | Klingman & Associates, LLC | $12.7M | 236,010 | Trimmed |
| 16 | Miracle Mile Advisors, LLC | $12.6M | 233,913 | Added |
| 17 | Mariner, LLC | $12.3M | 227,931 | Added |
| 18 | Cetera Investment Advisers | $11.3M | 208,830 | Added |
| 19 | RWA WEALTH PARTNERS, LLC | $9.4M | 174,500 | Trimmed |
| 20 | Betterment LLC | $9.0M | 167,573 | Added |
| 21 | GUGGENHEIM CAPITAL LLC | $9.0M | 167,032 | Added |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.5M | 157,869 | Added |
| 23 | Creative Planning | $7.8M | 144,788 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $6.8M | 126,216 | Added |
| 25 | MYECFO, LLC | $6.1M | 112,730 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30