NYF — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (NYF)? 12 institutions reported holding $12.64M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Wedmont Private Capital ($6.2M), Emergent Wealth Advisors, LLC ($1.9M), Trust Co ($1.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wedmont Private Capital | $6.2M | 122,299 | Added |
| 2 | Emergent Wealth Advisors, LLC | $1.9M | 38,355 | Added |
| 3 | Trust Co | $1.6M | 31,271 | Added |
| 4 | BRIGHTON SECURITIES CORP. | $1.2M | 24,032 | Added |
| 5 | LifeGoal Investments, LLC | $836,606 | 16,560 | Added |
| 6 | GAMMA Investing LLC | $493,176 | 9,762 | Added |
| 7 | Apella Capital, LLC | $209,150 | 4,162 | Trimmed |
| 8 | Breakwater Capital Group | $208,344 | 4,124 | New |
| 9 | Farther Finance Advisors, LLC | $43 | 1 | Hold |
| 10 | Boston Standard Wealth Management, LLC | $0 | 0 | Exited |
| 11 | Conrad Siegel Investment Advisors, Inc. | $0 | 0 | Exited |
| 12 | ARMSTRONG ADVISORY GROUP, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30