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 |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,626
shares
|
$380,001
0.05% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,615
shares
|
$379,370
0.0% of portfolio
|
Q3 2025
Reduced 99.63%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,605
shares
|
$378,796
0.03% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
6,599
shares
|
$378,452
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,484
shares
|
$371,857
0.18% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
6,411
shares
|
$367,670
0.16% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
6,363
shares
|
$364,918
0.04% of portfolio
|
Q3 2025
Added 19.63%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
6,350
shares
|
$364,172
0.12% of portfolio
|
Q4 2023
Reduced 18.06%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
6,288
shares
|
$360,616
0.1% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,288
shares
|
$360,616
0.01% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
6,174
shares
|
$354,078
0.09% of portfolio
|
Q3 2025
Reduced 62.06%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
6,169
shares
|
$353,792
0.05% of portfolio
|
Q3 2025
Added 18.23%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
6,078
shares
|
$348,573
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,032
shares
|
$345,935
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
6,000
shares
|
$344,100
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
6,000
shares
|
$344,100
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
5,941
shares
|
$340,716
0.0% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
5,837
shares
|
$334,751
0.51% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
5,684
shares
|
$325,977
0.11% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
5,680
shares
|
$325,748
0.0% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
5,621
shares
|
$322,364
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
5,354
shares
|
$307,051
0.05% of portfolio
|
Q3 2025
Reduced 67.58%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,338
shares
|
$306,134
0.01% of portfolio
|
Q3 2025
Added 23.71%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
5,255
shares
|
$301,374
0.03% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,082
shares
|
$291,452
0.02% of portfolio
|
Q3 2025
New holding
|
|