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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
268,406
shares
|
$15.3 Million
0.04% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
240,093
shares
|
$13.7 Million
0.0% of portfolio
|
Q2 2024
Added 95.85%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
237,105
shares
|
$13.5 Million
6.77% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Oct 24, 2024 Q3 2024 |
226,366
shares
|
$12.9 Million
2.85% of portfolio
|
Q3 2024
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
209,228
shares
|
$11.9 Million
6.6% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
207,658
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
199,489
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
199,225
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
198,397
shares
|
$11.3 Million
0.29% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
197,522
shares
|
$11.2 Million
3.73% of portfolio
|
Q3 2024
Added 76.05%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
194,690
shares
|
$11.1 Million
0.03% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
191,327
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
178,846
shares
|
$10.2 Million
0.68% of portfolio
|
Q4 2023
Reduced 8.78%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
174,506
shares
|
$9.94 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
170,595
shares
|
$9.72 Million
1.13% of portfolio
|
Q4 2022
Added 272.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,719
shares
|
$9.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
150,025
shares
|
$8.54 Million
0.03% of portfolio
|
Q2 2023
Added 114.44%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
146,243
shares
|
$8.33 Million
2.78% of portfolio
|
Q3 2024
Added 12.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
145,625
shares
|
$8.29 Million
0.03% of portfolio
|
Q3 2024
Added 23.88%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
143,977
shares
|
$8.2 Million
0.0% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
137,920
shares
|
$7.85 Million
0.01% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
132,275
shares
|
$7.53 Million
2.28% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
131,129
shares
|
$7.47 Million
0.02% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
131,059
shares
|
$7.46 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
129,848
shares
|
$7.39 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.56%
|