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 336 institutions that hold shares in the stock, with a total of 48.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
10,260,508
shares
|
$571 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
8,648,197
shares
|
$481 Million
1.26% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,824,178
shares
|
$102 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,346,273
shares
|
$74.9 Million
6.17% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,293,222
shares
|
$72 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.65%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,278,713
shares
|
$71.2 Million
1.63% of portfolio
|
Q2 2025
Added 24.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,274,491
shares
|
$70.9 Million
0.6% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
1,152,134
shares
|
$64.1 Million
1.71% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
1,031,769
shares
|
$57.4 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
849,394
shares
|
$47.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
800,761
shares
|
$44.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
721,419
shares
|
$40.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
556,489
shares
|
$31 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
527,462
shares
|
$29.4 Million
1.24% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
519,514
shares
|
$28.9 Million
0.01% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
492,537
shares
|
$27.4 Million
0.0% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
451,957
shares
|
$25.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
435,169
shares
|
$24.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
387,164
shares
|
$21.5 Million
3.9% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
358,976
shares
|
$20 Million
0.06% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
350,687
shares
|
$19.5 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
342,121
shares
|
$19 Million
8.12% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
338,944
shares
|
$18.9 Million
3.04% of portfolio
|
Q1 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
336,431
shares
|
$18.7 Million
4.91% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
309,162
shares
|
$17.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.42%
|