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 313 institutions that hold shares in the stock, with a total of 39.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
5,218
shares
|
$296,799
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,100
shares
|
$290,088
0.0% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
5,044
shares
|
$286,902
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
4,950
shares
|
$281,556
0.01% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
4,938
shares
|
$280,873
0.43% of portfolio
|
Q3 2022
Reduced 5.06%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
4,891
shares
|
$278,200
0.15% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
4,815
shares
|
$273,877
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,748
shares
|
$270,066
0.0% of portfolio
|
Q4 2023
Reduced 98.83%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,570
shares
|
$259,941
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,491
shares
|
$255,448
0.0% of portfolio
|
Q4 2024
Added 24.23%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
4,480
shares
|
$254,822
0.08% of portfolio
|
Q2 2023
Reduced 38.46%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
4,464
shares
|
$253,912
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
4,462
shares
|
$253,798
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,458
shares
|
$253,571
0.0% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
4,406
shares
|
$250,613
0.01% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
4,364
shares
|
$248,224
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,330
shares
|
$246,290
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
4,318
shares
|
$245,607
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,300
shares
|
$244,584
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,170
shares
|
$237,189
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
4,156
shares
|
$236,393
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
4,125
shares
|
$234,630
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
3,994
shares
|
$227,178
0.11% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
3,944
shares
|
$224,334
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,647
shares
|
$207,441
0.01% of portfolio
|
Q4 2024
Added 37.78%
|