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 317 institutions that hold shares in the stock, with a total of 46.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
27,583
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2024
Added 191.17%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
27,078
shares
|
$1.49 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
26,790
shares
|
$1.48 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
25,559
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 48.58%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
25,476
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
25,246
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
24,663
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 02, 2025 Q4 2024 |
24,628
shares
|
$1.36 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
24,353
shares
|
$1.34 Million
0.55% of portfolio
|
Q4 2024
Added 287.17%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
24,200
shares
|
$1.34 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
24,088
shares
|
$1.33 Million
0.68% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
23,797
shares
|
$1.31 Million
0.23% of portfolio
|
Q1 2025
Reduced 15.65%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
23,705
shares
|
$1.31 Million
0.17% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
23,561
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
23,532
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2022
Added 3.32%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
22,649
shares
|
$1.25 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
22,638
shares
|
$1.25 Million
0.23% of portfolio
|
Q4 2024
Added 50.24%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
22,459
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Added 51.36%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
22,250
shares
|
$1.23 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
21,414
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
21,297
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2022
Added 0.4%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
21,079
shares
|
$1.16 Million
0.3% of portfolio
|
Q2 2023
Added 1.67%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
20,515
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
20,378
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
19,980
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Added 0.2%
|