Institutional Ownership Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF). We have compiled data on the 326 institutions that hold shares in the stock, with a total of 49.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
10,994,709
shares
|
$615 Million
0.12% of portfolio
|
Q4 2024
Reduced 16.99%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
8,951,879
shares
|
$501 Million
1.44% of portfolio
|
Q1 2025
Added 31.12%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,840,441
shares
|
$103 Million
0.01% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,693,917
shares
|
$94.8 Million
0.01% of portfolio
|
Q4 2024
Added 24.7%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,422,978
shares
|
$79.6 Million
0.69% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
1,152,134
shares
|
$64.5 Million
1.71% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
1,148,937
shares
|
$64.3 Million
1.79% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
881,431
shares
|
$49.3 Million
0.09% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
825,517
shares
|
$46.2 Million
0.02% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
793,201
shares
|
$44.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
741,353
shares
|
$41.5 Million
0.04% of portfolio
|
Q4 2024
Added 168.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
652,484
shares
|
$36.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
599,554
shares
|
$33.5 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
561,740
shares
|
$31.4 Million
1.24% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
473,548
shares
|
$26.5 Million
0.0% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
470,557
shares
|
$26.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 98.22%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
469,238
shares
|
$26.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
447,822
shares
|
$25.1 Million
0.01% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Raub Brock Capital Management LP
|
Apr 16, 2025 Q1 2025 |
412,617
shares
|
$23.1 Million
5.27% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
411,854
shares
|
$23 Million
3.71% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
366,010
shares
|
$20.5 Million
9.26% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
365,911
shares
|
$20.5 Million
0.26% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
363,362
shares
|
$20.3 Million
4.21% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
358,976
shares
|
$20.1 Million
0.06% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
337,587
shares
|
$18.9 Million
0.05% of portfolio
|
Q4 2024
Added 17.73%
|