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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
128,509
shares
|
$7.3 Million
0.05% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
127,830
shares
|
$7.26 Million
5.24% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
115,493
shares
|
$6.56 Million
0.02% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
109,818
shares
|
$6.23 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
108,978
shares
|
$6.19 Million
0.02% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
107,808
shares
|
$6.12 Million
0.02% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
107,494
shares
|
$6.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
101,900
shares
|
$5.78 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
95,127
shares
|
$5.4 Million
0.22% of portfolio
|
Q3 2022
Reduced 5.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
92,946
shares
|
$5.28 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
92,516
shares
|
$5.25 Million
3.83% of portfolio
|
Q3 2024
Added 16.58%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
92,516
shares
|
$5.25 Million
3.83% of portfolio
|
Q3 2024
New holding
|
|
|
Client First Capital LLC
|
Oct 15, 2024 Q3 2024 |
92,440
shares
|
$5.25 Million
2.97% of portfolio
|
Q3 2024
Added 1474.52%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
89,322
shares
|
$5.07 Million
4.97% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
89,286
shares
|
$5.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
88,155
shares
|
$5 Million
0.12% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
88,060
shares
|
$5 Million
0.03% of portfolio
|
Q3 2024
Added 21.79%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
82,670
shares
|
$4.69 Million
0.0% of portfolio
|
Q3 2022
Added 53.66%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
81,313
shares
|
$4.62 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
80,622
shares
|
$4.58 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
77,829
shares
|
$4.42 Million
2.3% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
76,557
shares
|
$4.35 Million
1.69% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
76,135
shares
|
$4.32 Million
0.53% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
73,339
shares
|
$4.16 Million
0.2% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
72,410
shares
|
$4.11 Million
0.42% of portfolio
|
Q3 2024
Added 3.56%
|