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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
43,084
shares
|
$2.45 Million
0.52% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
42,746
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Added 28.46%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
42,493
shares
|
$2.42 Million
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
41,061
shares
|
$2.34 Million
0.58% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
40,707
shares
|
$2.32 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
37,950
shares
|
$2.16 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
37,520
shares
|
$2.14 Million
0.08% of portfolio
|
Q4 2024
Added 39.77%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
37,105
shares
|
$2.11 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
36,226
shares
|
$2.06 Million
0.71% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
34,229
shares
|
$1.95 Million
0.36% of portfolio
|
Q3 2024
Added 19.32%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
34,134
shares
|
$1.94 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33,114
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2022
Added 2.99%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
30,921
shares
|
$1.76 Million
0.95% of portfolio
|
Q4 2024
Reduced 27.03%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
29,646
shares
|
$1.69 Million
0.27% of portfolio
|
Q4 2024
Added 21.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
29,584
shares
|
$1.68 Million
0.07% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
29,140
shares
|
$1.66 Million
0.29% of portfolio
|
Q3 2024
Added 13.7%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
29,066
shares
|
$1.66 Million
1.11% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
29,017
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
28,680
shares
|
$1.63 Million
0.46% of portfolio
|
Q4 2024
Added 26.62%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
28,220
shares
|
$1.61 Million
0.1% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
28,213
shares
|
$1.61 Million
0.27% of portfolio
|
Q4 2024
Reduced 13.5%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
27,583
shares
|
$1.57 Million
0.04% of portfolio
|
Q4 2024
Added 191.17%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
27,197
shares
|
$1.55 Million
0.77% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
26,790
shares
|
$1.53 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
25,476
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2024
Added 5.06%
|