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 314 institutions that hold shares in the stock, with a total of 39.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
12,710
shares
|
$713,539
0.2% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
12,700
shares
|
$712,978
0.13% of portfolio
|
Q4 2024
Added 30.59%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
12,662
shares
|
$710,844
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
12,620
shares
|
$708,486
0.0% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
12,505
shares
|
$702,030
0.06% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
12,495
shares
|
$701,469
0.6% of portfolio
|
Q4 2024
Added 67.99%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
12,367
shares
|
$694,283
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
12,326
shares
|
$691,981
0.1% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
12,279
shares
|
$689,343
0.05% of portfolio
|
Q2 2024
Added 50.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
12,021
shares
|
$674,858
0.01% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
11,669
shares
|
$655,097
0.03% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
11,616
shares
|
$652,122
0.02% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Feb 24, 2025 Q4 2024 |
11,515
shares
|
$646,452
0.62% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,450
shares
|
$642,803
0.06% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,443
shares
|
$642,410
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
11,400
shares
|
$639,996
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
11,360
shares
|
$637,750
0.34% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
10,920
shares
|
$613,048
0.0% of portfolio
|
Q4 2024
Reduced 31.8%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
10,915
shares
|
$612,768
0.45% of portfolio
|
Q1 2024
Reduced 41.9%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
10,881
shares
|
$610,859
0.29% of portfolio
|
Q3 2024
Added 24.9%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
10,452
shares
|
$586,775
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
10,350
shares
|
$581,049
0.0% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
10,264
shares
|
$576,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
10,222
shares
|
$573,863
0.25% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
9,497
shares
|
$533,161
0.03% of portfolio
|
Q4 2024
Reduced 3.49%
|