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 346 institutions that hold shares in the stock, with a total of 47.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
8,889
shares
|
$511,028
0.0% of portfolio
|
Q2 2025
Reduced 51.71%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
8,872
shares
|
$510,051
0.06% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
8,812
shares
|
$506,601
0.01% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
8,425
shares
|
$484,353
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
8,402
shares
|
$483,030
0.31% of portfolio
|
Q3 2023
Added 24.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
8,401
shares
|
$482,973
0.0% of portfolio
|
Q2 2025
Reduced 51.13%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
8,337
shares
|
$479,294
0.37% of portfolio
|
Q4 2024
Reduced 98.25%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
8,164
shares
|
$469,348
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
8,000
shares
|
$459,920
0.12% of portfolio
|
Q4 2023
Reduced 2.26%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
7,999
shares
|
$459,862
0.36% of portfolio
|
Q2 2025
Reduced 35.42%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
7,850
shares
|
$451,296
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,845
shares
|
$451,009
0.03% of portfolio
|
Q1 2025
Reduced 36.11%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
7,433
shares
|
$427,323
0.04% of portfolio
|
Q2 2025
Added 26.58%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
7,375
shares
|
$423,988
0.02% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
7,283
shares
|
$418,699
0.0% of portfolio
|
Q2 2025
Added 189.58%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,129
shares
|
$409,846
0.03% of portfolio
|
Q2 2025
Added 18.4%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
7,080
shares
|
$407,029
0.03% of portfolio
|
Q2 2025
Reduced 22.99%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,011
shares
|
$403,062
0.04% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,920
shares
|
$397,830
0.02% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
6,892
shares
|
$396,221
0.35% of portfolio
|
Q2 2025
Reduced 34.53%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
6,849
shares
|
$393,749
0.1% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
6,838
shares
|
$393,116
0.04% of portfolio
|
Q2 2025
Reduced 39.12%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
6,820
shares
|
$392,081
0.36% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
6,760
shares
|
$388,632
0.08% of portfolio
|
Q2 2025
Reduced 48.88%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
6,682
shares
|
$384,148
0.16% of portfolio
|
Q4 2024
Added 0.66%
|