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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
33,212
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33,114
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2022
Added 2.99%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
31,896
shares
|
$1.83 Million
0.38% of portfolio
|
Q4 2025
Added 30.8%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
31,756
shares
|
$1.82 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
31,184
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 73.22%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
31,184
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2025
Reduced 18.33%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
30,603
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
30,270
shares
|
$1.74 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
29,111
shares
|
$1.67 Million
0.73% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
28,204
shares
|
$1.62 Million
0.45% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
27,017
shares
|
$1.55 Million
0.64% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
26,901
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
26,643
shares
|
$1.53 Million
0.67% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
26,612
shares
|
$1.53 Million
0.36% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
26,591
shares
|
$1.52 Million
0.24% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
26,035
shares
|
$1.49 Million
0.82% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
25,901
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 18.23%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
25,836
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
25,819
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
25,609
shares
|
$1.47 Million
0.11% of portfolio
|
Q3 2025
Reduced 20.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
24,986
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.49%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
24,804
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.39%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
24,592
shares
|
$1.41 Million
0.23% of portfolio
|
Q3 2025
Added 30.98%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
24,266
shares
|
$1.39 Million
0.51% of portfolio
|
Q3 2025
Reduced 25.4%
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
23,653
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Added 9.58%
|
|