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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
16,982
shares
|
$973,917
0.08% of portfolio
|
Q3 2025
Added 128.47%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
16,500
shares
|
$946,275
0.22% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
16,440
shares
|
$942,834
0.04% of portfolio
|
Q3 2025
Added 104.02%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
16,169
shares
|
$927,292
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
16,003
shares
|
$917,772
0.13% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
15,888
shares
|
$911,176
0.65% of portfolio
|
Q3 2025
Reduced 30.48%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
15,806
shares
|
$906,474
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
15,704
shares
|
$900,624
0.08% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
15,470
shares
|
$887,204
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
15,232
shares
|
$873,555
0.37% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
15,182
shares
|
$870,687
0.1% of portfolio
|
Q3 2025
Added 22.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
15,166
shares
|
$869,770
0.0% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
15,014
shares
|
$861,052
0.01% of portfolio
|
Q3 2025
Added 43.22%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
14,723
shares
|
$844,364
0.14% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
14,698
shares
|
$842,930
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,244
shares
|
$816,893
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2025 Q3 2025 |
13,582
shares
|
$778,927
0.15% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
13,137
shares
|
$753,406
0.46% of portfolio
|
Q2 2025
Added 87.94%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
13,118
shares
|
$752,317
0.53% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
12,951
shares
|
$742,739
0.56% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
12,770
shares
|
$732,359
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
12,660
shares
|
$726,051
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
12,462
shares
|
$714,695
0.47% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
12,423
shares
|
$712,459
0.09% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
12,410
shares
|
$711,713
0.27% of portfolio
|
Q3 2025
Added 16.73%
|
|