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 315 institutions that hold shares in the stock, with a total of 46.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
6,696
shares
|
$375,913
0.04% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
6,682
shares
|
$375,127
0.16% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
6,669
shares
|
$374,397
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
6,665
shares
|
$374,173
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,605
shares
|
$370,804
0.03% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,484
shares
|
$364,011
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
|
$361,317
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
6,350
shares
|
$356,489
0.13% of portfolio
|
Q4 2023
Reduced 18.06%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
6,300
shares
|
$353,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
6,299
shares
|
$353,625
0.12% of portfolio
|
Q2 2024
Reduced 14.12%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
6,264
shares
|
$351,660
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
6,136
shares
|
$344,475
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
6,066
shares
|
$340,545
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
6,000
shares
|
$336,840
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
5,874
shares
|
$329,766
0.0% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
5,868
shares
|
$329,429
0.0% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
5,845
shares
|
$328,138
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
5,755
shares
|
$323,085
0.17% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
5,724
shares
|
$321,345
0.02% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,705
shares
|
$320,278
0.04% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
5,684
shares
|
$319,099
0.01% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
5,548
shares
|
$311,464
0.13% of portfolio
|
Q4 2024
Added 428.38%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
5,478
shares
|
$307,534
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
5,452
shares
|
$306,075
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,411
shares
|
$303,773
0.0% of portfolio
|
Q4 2024
Added 0.17%
|