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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,200
shares
|
$68,820
0.0% of portfolio
|
Q3 2023
Reduced 64.96%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,179
shares
|
$67,615
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,108
shares
|
$63,543
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,100
shares
|
$63,085
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,022
shares
|
$58,611
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
877
shares
|
$50,295
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
875
shares
|
$50,181
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
779
shares
|
$44,675
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
750
shares
|
$43,012
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
704
shares
|
$40,374
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
700
shares
|
$40,145
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
518
shares
|
$29,707
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
465
shares
|
$26,667
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
416
shares
|
$23,857
0.0% of portfolio
|
Q3 2025
Reduced 51.12%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
410
shares
|
$23,513
0.01% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
356
shares
|
$20,416
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
354
shares
|
$20,301
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
351
shares
|
$20,129
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
242
shares
|
$13,878
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
227
shares
|
$13,018
0.0% of portfolio
|
Q3 2025
Reduced 44.23%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
156
shares
|
$8,946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
60
shares
|
$3,441
0.0% of portfolio
|
Q3 2025
Reduced 96.76%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
45
shares
|
$2,580
0.0% of portfolio
|
Q4 2025
Reduced 66.17%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
43
shares
|
$2,466
0.0% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
41
shares
|
$2,351
0.0% of portfolio
|
Q2 2025
Reduced 37.88%
|
|