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 360 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
9,139
shares
|
$524,121
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,050
shares
|
$519,017
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
9,050
shares
|
$519,017
0.0% of portfolio
|
Q3 2025
Reduced 46.78%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
8,988
shares
|
$515,461
0.24% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
8,930
shares
|
$512,135
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
8,872
shares
|
$508,809
0.06% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
8,671
shares
|
$497,281
0.12% of portfolio
|
Q3 2025
Reduced 71.49%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
8,402
shares
|
$481,854
0.31% of portfolio
|
Q3 2023
Added 24.2%
|
|
|
Life Planning Partners, Inc
|
Jan 16, 2026 Q4 2025 |
8,337
shares
|
$478,126
0.4% of portfolio
|
Q4 2024
Reduced 98.25%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Jan 27, 2026 Q4 2025 |
8,241
shares
|
$472,621
0.33% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 27, 2026 Q4 2025 |
8,208
shares
|
$470,728
0.1% of portfolio
|
Q4 2025
Added 106.44%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jan 28, 2026 Q4 2025 |
8,164
shares
|
$468,205
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
8,000
shares
|
$458,800
0.12% of portfolio
|
Q4 2023
Reduced 2.26%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
7,850
shares
|
$450,197
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,845
shares
|
$449,910
0.03% of portfolio
|
Q1 2025
Reduced 36.11%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,820
shares
|
$448,477
0.02% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Jan 23, 2026 Q4 2025 |
7,782
shares
|
$446,297
0.31% of portfolio
|
Q4 2025
Reduced 37.55%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
7,375
shares
|
$422,956
0.02% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
7,145
shares
|
$409,765
0.05% of portfolio
|
Q4 2025
Added 15.82%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
7,113
shares
|
$407,930
0.02% of portfolio
|
Q4 2025
Added 71.4%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
7,013
shares
|
$402,195
0.02% of portfolio
|
Q4 2025
Added 6.27%
|
|
|
Asl Financial, LLC
Los Gatos, CA |
Jan 16, 2026 Q4 2025 |
6,970
shares
|
$399,729
0.31% of portfolio
|
Q4 2025
New holding
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
6,892
shares
|
$395,256
0.31% of portfolio
|
Q2 2025
Reduced 34.53%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
6,849
shares
|
$392,790
0.1% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
6,778
shares
|
$388,718
0.2% of portfolio
|
Q4 2025
Reduced 33.02%
|
|