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 302 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 |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
6,136
shares
|
$349,445
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
6,066
shares
|
$345,458
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
6,000
shares
|
$341,700
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,981
shares
|
$340,617
0.05% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
5,868
shares
|
$334,182
0.0% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
5,845
shares
|
$332,872
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
5,755
shares
|
$327,747
0.17% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
5,724
shares
|
$325,981
0.02% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
5,684
shares
|
$323,703
0.01% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
5,639
shares
|
$321,141
0.01% of portfolio
|
Q3 2024
Added 28.07%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
5,548
shares
|
$315,958
0.13% of portfolio
|
Q4 2024
Added 428.38%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
5,478
shares
|
$311,972
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
5,452
shares
|
$310,491
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,411
shares
|
$308,156
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
5,231
shares
|
$297,905
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
5,218
shares
|
$297,165
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
5,044
shares
|
$287,255
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
4,950
shares
|
$281,902
0.01% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
4,938
shares
|
$281,219
0.43% of portfolio
|
Q3 2022
Reduced 5.06%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
4,891
shares
|
$278,542
0.15% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
4,850
shares
|
$276,207
0.0% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,748
shares
|
$270,398
0.0% of portfolio
|
Q4 2023
Reduced 98.83%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
4,731
shares
|
$269,430
0.12% of portfolio
|
Q3 2024
Reduced 72.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,671
shares
|
$266,013
0.0% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,570
shares
|
$260,261
0.05% of portfolio
|
Q4 2024
New holding
|