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 |
|---|---|---|---|---|---|
|
Financial Connections Group, Inc.
|
Jan 23, 2026 Q4 2025 |
157,352
shares
|
$9.02 Million
3.11% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
150,025
shares
|
$8.6 Million
0.03% of portfolio
|
Q2 2023
Added 114.44%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
147,232
shares
|
$8.44 Million
0.13% of portfolio
|
Q3 2025
Added 72.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
137,537
shares
|
$7.89 Million
0.0% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
131,601
shares
|
$7.55 Million
0.08% of portfolio
|
Q4 2025
Added 601.68%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
128,063
shares
|
$7.34 Million
0.02% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
127,232
shares
|
$7.3 Million
4.67% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
120,961
shares
|
$6.94 Million
0.0% of portfolio
|
Q3 2025
Added 37.58%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
119,008
shares
|
$6.83 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
116,451
shares
|
$6.68 Million
0.07% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
116,199
shares
|
$6.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
110,045
shares
|
$6.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.98%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
108,081
shares
|
$6.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
103,013
shares
|
$5.91 Million
0.45% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
97,984
shares
|
$5.62 Million
0.02% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
96,380
shares
|
$5.53 Million
0.0% of portfolio
|
Q3 2025
Added 19.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
95,127
shares
|
$5.46 Million
0.22% of portfolio
|
Q3 2022
Reduced 5.94%
|
|
|
Client First Capital LLC
|
Nov 05, 2025 Q3 2025 |
92,578
shares
|
$5.31 Million
2.45% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
91,929
shares
|
$5.27 Million
3.46% of portfolio
|
Q3 2025
Added 15.57%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
90,938
shares
|
$5.22 Million
0.09% of portfolio
|
Q3 2025
Added 40.47%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
87,765
shares
|
$5.03 Million
0.0% of portfolio
|
Q3 2025
Added 36.96%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
80,438
shares
|
$4.61 Million
0.03% of portfolio
|
Q2 2025
Added 33.94%
|
|
|
Ndwm LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
79,520
shares
|
$4.56 Million
3.08% of portfolio
|
Q3 2025
Reduced 17.57%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
79,093
shares
|
$4.54 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
78,994
shares
|
$4.53 Million
0.15% of portfolio
|
Q3 2025
Added 17.57%
|
|