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 317 institutions that hold shares in the stock, with a total of 46.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
10,264
shares
|
$566,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
10,000
shares
|
$552,100
0.23% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
9,497
shares
|
$524,329
0.03% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
9,213
shares
|
$508,649
0.15% of portfolio
|
Q2 2024
Reduced 24.74%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,073
shares
|
$500,920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
9,004
shares
|
$497,110
0.06% of portfolio
|
Q4 2024
Added 95.27%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
8,757
shares
|
$483,473
0.02% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
8,675
shares
|
$478,946
0.18% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
8,642
shares
|
$477,124
0.01% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
8,402
shares
|
$463,874
0.31% of portfolio
|
Q3 2023
Added 24.2%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
8,337
shares
|
$460,285
0.43% of portfolio
|
Q4 2024
Reduced 98.25%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
8,272
shares
|
$456,697
0.06% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
8,074
shares
|
$445,765
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
8,000
shares
|
$441,680
0.13% of portfolio
|
Q4 2023
Reduced 2.26%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
8,000
shares
|
$441,680
0.16% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
7,857
shares
|
$433,784
0.1% of portfolio
|
Q4 2024
Added 49.49%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,845
shares
|
$433,122
0.03% of portfolio
|
Q1 2025
Reduced 36.11%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
7,677
shares
|
$423,847
0.01% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
7,363
shares
|
$406,511
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
|
$400,162
0.06% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
7,152
shares
|
$394,861
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
7,138
shares
|
$394,088
0.0% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
7,110
shares
|
$392,543
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
7,010
shares
|
$387,022
0.02% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
6,990
shares
|
$385,917
0.32% of portfolio
|
Q1 2025
Added 33.63%
|