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 306 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 Billion.
| 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
|
$625 Million
0.12% of portfolio
|
Q4 2024
Reduced 16.99%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,796,543
shares
|
$102 Million
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,422,978
shares
|
$80.9 Million
0.69% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,358,340
shares
|
$77.2 Million
0.01% of portfolio
|
Q3 2024
Added 30.06%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
1,148,937
shares
|
$65.3 Million
1.79% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
1,063,062
shares
|
$60.4 Million
1.59% of portfolio
|
Q4 2024
Added 25.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
881,431
shares
|
$50.1 Million
0.09% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
839,190
shares
|
$47.7 Million
0.01% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
825,517
shares
|
$46.9 Million
0.02% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
741,353
shares
|
$42.1 Million
0.04% of portfolio
|
Q4 2024
Added 168.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
652,484
shares
|
$37.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
599,554
shares
|
$34.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
561,740
shares
|
$31.9 Million
1.24% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
484,536
shares
|
$27.5 Million
0.01% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
473,548
shares
|
$26.9 Million
0.0% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
426,077
shares
|
$24.2 Million
0.01% of portfolio
|
Q3 2024
Added 21.22%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
411,854
shares
|
$23.4 Million
3.71% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2025 Q4 2024 |
411,400
shares
|
$23.4 Million
5.15% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
365,911
shares
|
$20.8 Million
0.26% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
362,087
shares
|
$20.6 Million
9.14% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
344,721
shares
|
$19.6 Million
4.06% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
329,404
shares
|
$18.7 Million
0.05% of portfolio
|
Q4 2024
Added 22.73%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
328,951
shares
|
$18.7 Million
5.16% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
286,746
shares
|
$16.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
283,724
shares
|
$16.1 Million
2.35% of portfolio
|
Q4 2024
Reduced 10.24%
|