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 |
|---|---|---|---|---|---|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
7,857
shares
|
$447,456
0.1% of portfolio
|
Q4 2024
Added 49.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
7,445
shares
|
$423,992
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
7,363
shares
|
$419,322
0.14% of portfolio
|
Q4 2024
Added 41.16%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
7,248
shares
|
$412,773
0.06% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
7,138
shares
|
$406,509
0.0% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
7,110
shares
|
$404,914
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
7,010
shares
|
$399,219
0.02% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,968
shares
|
$396,827
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
6,893
shares
|
$392,556
0.03% of portfolio
|
Q4 2024
Added 28.27%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
6,862
shares
|
$390,790
0.06% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
6,858
shares
|
$390,563
0.13% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
6,844
shares
|
$389,765
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
6,696
shares
|
$381,337
0.04% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
6,669
shares
|
$379,799
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
6,665
shares
|
$379,571
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
6,638
shares
|
$378,034
0.16% of portfolio
|
Q1 2024
Added 0.59%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,605
shares
|
$376,154
0.03% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,484
shares
|
$369,263
0.18% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
6,436
shares
|
$366,530
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,364
shares
|
$362,429
0.0% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
6,350
shares
|
$361,632
0.13% of portfolio
|
Q4 2023
Reduced 18.06%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,300
shares
|
$358,785
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
6,300
shares
|
$358,785
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
6,299
shares
|
$358,728
0.12% of portfolio
|
Q2 2024
Reduced 14.12%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
6,264
shares
|
$356,734
0.18% of portfolio
|
Q2 2024
New holding
|