iShares Trust - iShares New York Muni Bond ETF
US ˙ ARCA ˙ US4642883239

SecurityNYF / iShares Trust - iShares New York Muni Bond ETF
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership29,899 shares
Latest Disclosed Value $ 1,588,235
Wealthspire Advisors, LLC reports 107.24% increase in ownership of NYF / iShares Trust - iShares New York Muni Bond ETF

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 29,899 shares of iShares Trust - iShares New York Muni Bond ETF (US:NYF) valued at $1,588,235 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 14,427 shares of iShares Trust - iShares New York Muni Bond ETF. This represents a change in shares of 107.24% during the quarter. The current value of the position is $1,604,978 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F ISHARES TR NEW YORK MUN ETF 464288323 29,899 15,472 107.24 1,588 105.97 0.0125
2026-02-12 2025-12-31 13F ISHARES TR NEW YORK MUN ETF 464288323 14,427 624 4.52 772 4.76 0.0061
2025-11-14 2025-09-30 13F ISHARES TR NEW YORK MUN ETF 464288323 13,803 -5,883 -29.88 736 -28.27 0.0039
2025-08-11 2025-06-30 13F ISHARES TR NEW YORK MUN ETF 464288323 19,686 -26,533 -57.41 1,026 -57.83 0.0058
2025-05-09 2025-03-31 13F ISHARES TR NEW YORK MUN ETF 464288323 46,219 20,308 78.38 2,433 76.56 0.0145
2025-02-04 2024-12-31 13F ISHARES TR NEW YORK MUN ETF 464288323 25,911 14,601 129.10 1,379 124.43 0.0137
2024-11-13 2024-09-30 13F ISHARES TR NEW YORK MUN ETF 464288323 11,310 1,135 11.15 614 13.08 0.0063
2024-08-08 2024-06-30 13F ISHARES TR NEW YORK MUN ETF 464288323 10,175 10,175 543 0.0070
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.