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 349 institutions that hold shares in the stock, with a total of 42.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
7,736,294
shares
|
$444 Million
0.07% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
3,958,355
shares
|
$227 Million
0.54% of portfolio
|
Q3 2025
Reduced 54.23%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,769,653
shares
|
$101 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,640,770
shares
|
$94.1 Million
0.01% of portfolio
|
Q3 2025
Added 39.98%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
1,434,753
shares
|
$82.3 Million
1.84% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1,392,789
shares
|
$79.9 Million
1.65% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,195,011
shares
|
$68.5 Million
0.46% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
1,151,334
shares
|
$66 Million
3.53% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
890,410
shares
|
$51.1 Million
0.02% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
876,674
shares
|
$50.3 Million
0.07% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
699,571
shares
|
$40.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
583,104
shares
|
$33.4 Million
0.01% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
546,691
shares
|
$31.4 Million
0.0% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
533,267
shares
|
$30.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
506,149
shares
|
$29 Million
0.01% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
497,273
shares
|
$28.5 Million
0.05% of portfolio
|
Q3 2025
Added 29.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
421,250
shares
|
$24.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
418,263
shares
|
$24 Million
4.21% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
373,896
shares
|
$21.4 Million
0.13% of portfolio
|
Q3 2025
Added 1215.61%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
362,301
shares
|
$20.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
350,973
shares
|
$20.1 Million
4.31% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
346,927
shares
|
$19.9 Million
0.76% of portfolio
|
Q3 2025
Reduced 33.48%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
324,921
shares
|
$18.6 Million
7.48% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
317,739
shares
|
$18.2 Million
0.02% of portfolio
|
Q3 2025
Added 44.59%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
315,395
shares
|
$18.1 Million
0.21% of portfolio
|
Q3 2025
Reduced 8.34%
|
|