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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
12,021
shares
|
$684,595
0.01% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,743
shares
|
$668,763
0.0% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
11,669
shares
|
$664,549
0.03% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
11,616
shares
|
$661,531
0.02% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,450
shares
|
$652,077
0.06% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,443
shares
|
$651,678
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
11,400
shares
|
$649,230
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
11,360
shares
|
$646,952
0.34% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
10,954
shares
|
$623,830
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
10,915
shares
|
$621,609
0.45% of portfolio
|
Q1 2024
Reduced 41.9%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
10,881
shares
|
$619,672
0.29% of portfolio
|
Q3 2024
Added 24.9%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
10,350
shares
|
$589,432
0.0% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
10,222
shares
|
$582,142
0.25% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
9,915
shares
|
$564,659
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
9,497
shares
|
$540,854
0.03% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
9,213
shares
|
$524,680
0.15% of portfolio
|
Q2 2024
Reduced 24.74%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,073
shares
|
$516,707
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
9,004
shares
|
$512,777
0.06% of portfolio
|
Q4 2024
Added 95.27%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
8,757
shares
|
$498,711
0.02% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
8,675
shares
|
$494,041
0.18% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
8,552
shares
|
$487,036
0.01% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
8,402
shares
|
$478,493
0.31% of portfolio
|
Q3 2023
Added 24.2%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
8,074
shares
|
$459,814
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,000
shares
|
$455,600
0.15% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
8,000
shares
|
$455,600
0.13% of portfolio
|
Q4 2023
Reduced 2.26%
|