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 |
|---|---|---|---|---|---|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
9,213
shares
|
$517,217
0.15% of portfolio
|
Q2 2024
Reduced 24.74%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,073
shares
|
$509,358
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
9,004
shares
|
$505,484
0.06% of portfolio
|
Q4 2024
Added 95.27%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
8,757
shares
|
$491,617
0.02% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
8,675
shares
|
$487,014
0.18% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
8,642
shares
|
$485,161
0.01% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
8,402
shares
|
$471,688
0.31% of portfolio
|
Q3 2023
Added 24.2%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
8,337
shares
|
$468,039
0.44% of portfolio
|
Q4 2024
Reduced 98.25%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
8,272
shares
|
$464,390
0.06% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
8,074
shares
|
$453,274
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
8,000
shares
|
$449,120
0.15% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
8,000
shares
|
$449,120
0.13% of portfolio
|
Q4 2023
Reduced 2.26%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
7,918
shares
|
$444,516
0.01% of portfolio
|
Q4 2024
Added 25.68%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
7,857
shares
|
$441,091
0.1% of portfolio
|
Q4 2024
Added 49.49%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
7,363
shares
|
$413,358
0.14% of portfolio
|
Q4 2024
Added 41.16%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
7,248
shares
|
$406,902
0.06% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
7,138
shares
|
$400,727
0.0% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
7,110
shares
|
$399,155
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
7,010
shares
|
$393,541
0.02% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,968
shares
|
$391,183
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
6,893
shares
|
$386,973
0.03% of portfolio
|
Q4 2024
Added 28.27%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
6,858
shares
|
$385,008
0.13% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
6,844
shares
|
$384,222
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
6,737
shares
|
$378,215
0.0% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
6,696
shares
|
$375,913
0.04% of portfolio
|
Q4 2024
Added 0.18%
|