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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
73,339
shares
|
$4.18 Million
0.2% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
72,252
shares
|
$4.11 Million
0.52% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
66,660
shares
|
$3.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
65,949
shares
|
$3.76 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
65,190
shares
|
$3.71 Million
1.64% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
64,448
shares
|
$3.67 Million
2.69% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
64,206
shares
|
$3.66 Million
0.69% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
63,924
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2024
Added 18.79%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
59,476
shares
|
$3.39 Million
0.05% of portfolio
|
Q4 2024
Added 276.5%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
59,063
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2024
Added 20.34%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
57,284
shares
|
$3.26 Million
1.38% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
57,130
shares
|
$3.25 Million
0.04% of portfolio
|
Q3 2024
Added 318.78%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
56,676
shares
|
$3.23 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
56,579
shares
|
$3.22 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
56,431
shares
|
$3.21 Million
0.0% of portfolio
|
Q4 2024
Added 41.78%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
55,601
shares
|
$3.17 Million
1.44% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
54,709
shares
|
$3.12 Million
0.16% of portfolio
|
Q4 2024
Added 24.39%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
53,772
shares
|
$3.06 Million
0.02% of portfolio
|
Q4 2024
Added 107.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
52,582
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
51,750
shares
|
$2.95 Million
0.03% of portfolio
|
Q2 2024
Added 46.64%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
51,470
shares
|
$2.93 Million
0.8% of portfolio
|
Q3 2024
Reduced 60.65%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
47,811
shares
|
$2.72 Million
1.97% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
47,365
shares
|
$2.7 Million
0.57% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
46,818
shares
|
$2.67 Million
0.51% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
45,610
shares
|
$2.6 Million
2.52% of portfolio
|
Q4 2024
Reduced 8.62%
|