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 354 institutions that hold shares in the stock, with a total of 42.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,338
shares
|
$306,134
0.01% of portfolio
|
Q3 2025
Added 23.71%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
5,255
shares
|
$301,374
0.03% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
5,150
shares
|
$295,352
0.01% of portfolio
|
Q4 2025
Added 4.27%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,082
shares
|
$291,452
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
5,044
shares
|
$289,273
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Impac Tfolio, LLC
|
Jan 07, 2026 Q4 2025 |
5,012
shares
|
$287,438
0.12% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
4,938
shares
|
$283,194
0.43% of portfolio
|
Q3 2022
Reduced 5.06%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
4,875
shares
|
$279,581
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
4,742
shares
|
$271,953
0.01% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
4,735
shares
|
$271,552
0.15% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
4,658
shares
|
$267,136
0.06% of portfolio
|
Q3 2025
Reduced 26.19%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,491
shares
|
$257,558
0.0% of portfolio
|
Q4 2024
Added 24.23%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
4,458
shares
|
$255,666
0.0% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
4,410
shares
|
$252,913
0.11% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
4,333
shares
|
$248,497
0.09% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
4,318
shares
|
$247,637
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
4,300
shares
|
$246,605
0.0% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,300
shares
|
$246,605
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
4,280
shares
|
$245,458
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
4,213
shares
|
$241,615
0.0% of portfolio
|
Q2 2025
Reduced 51.25%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,170
shares
|
$239,149
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
4,076
shares
|
$233,758
0.08% of portfolio
|
Q3 2025
Added 288.19%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
4,030
shares
|
$231,120
0.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,997
shares
|
$229,227
0.04% of portfolio
|
Q3 2025
Reduced 34.45%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
3,976
shares
|
$228,023
0.05% of portfolio
|
Q3 2025
Added 0.51%
|
|