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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
307,900
shares
|
$17.7 Million
0.02% of portfolio
|
Q3 2025
Added 103.5%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
303,447
shares
|
$17.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
294,134
shares
|
$16.9 Million
0.02% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
275,949
shares
|
$15.8 Million
0.01% of portfolio
|
Q3 2025
Added 25.66%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
269,739
shares
|
$15.5 Million
0.06% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
269,594
shares
|
$15.5 Million
2.15% of portfolio
|
Q4 2025
Added 5.56%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
249,880
shares
|
$14.3 Million
3.82% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
249,302
shares
|
$14.3 Million
0.0% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
240,093
shares
|
$13.8 Million
0.0% of portfolio
|
Q2 2024
Added 95.85%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
233,864
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
232,992
shares
|
$13.4 Million
6.05% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
232,090
shares
|
$13.3 Million
1.62% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
227,978
shares
|
$13.1 Million
3.3% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
217,395
shares
|
$12.5 Million
0.02% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
213,325
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
200,702
shares
|
$11.5 Million
2.21% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
189,884
shares
|
$10.9 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
189,611
shares
|
$10.9 Million
0.08% of portfolio
|
Q3 2025
Added 56.34%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
186,891
shares
|
$10.7 Million
1.51% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
185,762
shares
|
$10.7 Million
2.84% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
178,846
shares
|
$10.3 Million
0.68% of portfolio
|
Q4 2023
Reduced 8.78%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
170,595
shares
|
$9.78 Million
1.13% of portfolio
|
Q4 2022
Added 272.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
163,818
shares
|
$9.39 Million
0.01% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,719
shares
|
$9.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
158,779
shares
|
$9.11 Million
3.53% of portfolio
|
Q3 2025
Reduced 4.6%
|
|