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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,620
shares
|
$149,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,352
shares
|
$133,946
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,257
shares
|
$128,536
0.01% of portfolio
|
Q1 2020
Reduced 46.83%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,187
shares
|
$124,549
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
2,093
shares
|
$119,196
0.01% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
1,968
shares
|
$112,077
0.1% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,802
shares
|
$102,623
0.01% of portfolio
|
Q4 2024
Added 209.09%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,500
shares
|
$85,425
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,321
shares
|
$75,230
0.0% of portfolio
|
Q3 2024
Reduced 18.51%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,250
shares
|
$71,187
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,200
shares
|
$68,340
0.0% of portfolio
|
Q3 2023
Reduced 64.96%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,100
shares
|
$62,645
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
1,085
shares
|
$61,790
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,077
shares
|
$61,335
0.0% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,001
shares
|
$57,006
0.02% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
875
shares
|
$49,831
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
750
shares
|
$42,712
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
704
shares
|
$40,092
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
700
shares
|
$39,865
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
405
shares
|
$23,064
0.01% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
138
shares
|
$7,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
61
shares
|
$3,473
0.0% of portfolio
|
Q3 2023
Added 1.67%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
42
shares
|
$2,391
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
15
shares
|
$854
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|