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 351 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 |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
9,260
shares
|
$531,061
0.02% of portfolio
|
Q1 2025
Added 32.1%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
9,139
shares
|
$524,121
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
9,050
shares
|
$519,017
0.0% of portfolio
|
Q3 2025
Reduced 46.78%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,050
shares
|
$519,017
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
8,988
shares
|
$515,461
0.24% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
8,930
shares
|
$512,135
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
8,872
shares
|
$508,809
0.06% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,812
shares
|
$505,368
0.01% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
8,755
shares
|
$502,099
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
8,671
shares
|
$497,281
0.12% of portfolio
|
Q3 2025
Reduced 71.49%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
8,402
shares
|
$481,854
0.31% of portfolio
|
Q3 2023
Added 24.2%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
8,337
shares
|
$478,126
0.37% of portfolio
|
Q4 2024
Reduced 98.25%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
8,173
shares
|
$468,721
0.35% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
8,164
shares
|
$468,205
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
8,000
shares
|
$458,800
0.12% of portfolio
|
Q4 2023
Reduced 2.26%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
7,850
shares
|
$450,197
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,845
shares
|
$449,910
0.03% of portfolio
|
Q1 2025
Reduced 36.11%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,820
shares
|
$448,477
0.02% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
7,375
shares
|
$422,956
0.02% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,011
shares
|
$402,080
0.04% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
6,892
shares
|
$395,256
0.31% of portfolio
|
Q2 2025
Reduced 34.53%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
6,849
shares
|
$392,790
0.1% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
6,820
shares
|
$391,127
0.36% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
6,808
shares
|
$390,438
0.03% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
6,760
shares
|
$387,686
0.08% of portfolio
|
Q2 2025
Reduced 48.88%
|
|