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 |
|---|---|---|---|---|---|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
12,350
shares
|
$708,272
0.3% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
12,271
shares
|
$703,741
0.18% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
12,043
shares
|
$690,666
0.01% of portfolio
|
Q3 2025
Reduced 89.66%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
12,020
shares
|
$689,347
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
11,810
shares
|
$677,303
0.04% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
11,807
shares
|
$677,131
0.51% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
11,705
shares
|
$671,281
0.17% of portfolio
|
Q4 2025
Added 7.39%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
11,678
shares
|
$669,733
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
11,482
shares
|
$658,492
0.02% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
11,400
shares
|
$653,790
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
10,941
shares
|
$627,466
0.02% of portfolio
|
Q3 2025
Reduced 40.35%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
10,915
shares
|
$625,975
0.39% of portfolio
|
Q1 2024
Reduced 41.9%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
10,882
shares
|
$624,082
0.05% of portfolio
|
Q3 2025
Reduced 51.09%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
10,478
shares
|
$600,913
0.02% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
10,452
shares
|
$599,422
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
10,289
shares
|
$590,074
0.14% of portfolio
|
Q3 2025
Added 13.57%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
10,120
shares
|
$580,382
0.31% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
10,060
shares
|
$576,941
0.14% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
9,828
shares
|
$563,635
0.1% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
9,646
shares
|
$553,198
0.02% of portfolio
|
Q4 2025
Reduced 62.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
9,606
shares
|
$550,904
0.0% of portfolio
|
Q3 2025
Reduced 27.99%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
9,589
shares
|
$549,929
0.28% of portfolio
|
Q3 2025
Reduced 43.94%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
9,564
shares
|
$548,495
0.0% of portfolio
|
Q3 2025
Reduced 56.33%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
9,481
shares
|
$543,735
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
9,460
shares
|
$542,531
0.0% of portfolio
|
Q3 2025
New holding
|
|