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 289 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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
3,979
shares
|
$225,887
0.09% of portfolio
|
Q3 2024
Reduced 31.11%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
3,908
shares
|
$221,857
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,615
shares
|
$205,223
0.0% of portfolio
|
Q4 2023
Reduced 48.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,614
shares
|
$205,166
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,600
shares
|
$204,372
0.02% of portfolio
|
Q4 2022
Added 0.7%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
3,547
shares
|
$201,363
0.04% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,480
shares
|
$197,559
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
3,479
shares
|
$197,502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
3,479
shares
|
$197,502
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
3,205
shares
|
$181,947
0.14% of portfolio
|
Q1 2024
Reduced 19.61%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
3,200
shares
|
$181,664
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,066
shares
|
$174,056
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,946
shares
|
$167,244
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,647
shares
|
$150,270
0.0% of portfolio
|
Q2 2024
Added 23.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,633
shares
|
$149,475
0.01% of portfolio
|
Q3 2024
Reduced 41.28%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,620
shares
|
$148,737
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,352
shares
|
$133,523
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,257
shares
|
$128,129
0.01% of portfolio
|
Q1 2020
Reduced 46.83%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
2,093
shares
|
$118,819
0.01% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
1,968
shares
|
$111,723
0.1% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,621
shares
|
$92,024
0.0% of portfolio
|
Q4 2023
Reduced 65.42%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,500
shares
|
$85,155
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,256
shares
|
$71,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,250
shares
|
$70,962
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,200
shares
|
$68,124
0.0% of portfolio
|
Q3 2023
Reduced 64.96%
|