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 |
|---|---|---|---|---|---|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
23,532
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2022
Added 3.32%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
23,394
shares
|
$1.34 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
23,167
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Added 72.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
23,016
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2025
Added 4.26%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
22,903
shares
|
$1.31 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
22,654
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2025
Added 26.55%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
21,297
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2022
Added 0.4%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
21,113
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
21,079
shares
|
$1.21 Million
0.3% of portfolio
|
Q2 2023
Added 1.67%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
20,611
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
20,582
shares
|
$1.18 Million
0.16% of portfolio
|
Q2 2025
Reduced 30.57%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
20,489
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 79.69%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
20,378
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
20,089
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 53.92%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
19,909
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.3%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
18,906
shares
|
$1.08 Million
0.83% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
18,877
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
18,768
shares
|
$1.08 Million
0.28% of portfolio
|
Q4 2023
Added 17.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,755
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Added 45.93%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
18,492
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 17.57%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
18,224
shares
|
$1.05 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,217
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
17,920
shares
|
$1.03 Million
0.91% of portfolio
|
Q3 2025
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
17,867
shares
|
$1.02 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
17,074
shares
|
$979,193
0.17% of portfolio
|
Q3 2025
Added 115.12%
|
|