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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,491
shares
|
$255,762
0.0% of portfolio
|
Q4 2024
Added 24.23%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
4,480
shares
|
$255,136
0.08% of portfolio
|
Q2 2023
Reduced 38.46%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
4,462
shares
|
$254,110
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,458
shares
|
$253,883
0.0% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
4,406
shares
|
$250,921
0.01% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
4,364
shares
|
$248,529
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,330
shares
|
$246,593
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
4,318
shares
|
$245,910
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,300
shares
|
$244,885
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,170
shares
|
$237,481
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
4,156
shares
|
$236,684
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
4,125
shares
|
$234,918
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
3,994
shares
|
$227,458
0.11% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
3,908
shares
|
$222,560
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,647
shares
|
$207,696
0.01% of portfolio
|
Q4 2024
Added 37.78%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
3,603
shares
|
$205,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,600
shares
|
$205,020
0.02% of portfolio
|
Q4 2022
Added 0.7%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
3,581
shares
|
$203,937
0.04% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
3,563
shares
|
$202,912
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
3,500
shares
|
$199,325
0.0% of portfolio
|
Q4 2024
Reduced 42.62%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
3,479
shares
|
$198,129
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,205
shares
|
$182,524
0.12% of portfolio
|
Q1 2024
Reduced 19.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,066
shares
|
$174,608
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,946
shares
|
$167,774
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,788
shares
|
$158,776
0.01% of portfolio
|
Q4 2024
Added 5.89%
|