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 |
|---|---|---|---|---|---|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,605
shares
|
$379,721
0.03% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,484
shares
|
$372,765
0.18% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
6,411
shares
|
$368,568
0.16% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
6,350
shares
|
$365,061
0.12% of portfolio
|
Q4 2023
Reduced 18.06%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
6,311
shares
|
$362,819
0.08% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,288
shares
|
$361,497
0.01% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
6,288
shares
|
$361,497
0.1% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
6,169
shares
|
$354,655
0.05% of portfolio
|
Q3 2025
Added 18.23%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
6,098
shares
|
$350,574
0.06% of portfolio
|
Q2 2025
Reduced 17.43%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
6,090
shares
|
$350,114
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
6,078
shares
|
$349,424
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
6,000
shares
|
$344,940
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
6,000
shares
|
$344,940
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,839
shares
|
$335,684
0.0% of portfolio
|
Q2 2025
Reduced 51.3%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
5,837
shares
|
$335,569
0.51% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
5,684
shares
|
$326,773
0.1% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
5,616
shares
|
$322,863
0.0% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
5,319
shares
|
$305,789
0.04% of portfolio
|
Q2 2025
Reduced 22.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,266
shares
|
$302,742
0.0% of portfolio
|
Q2 2025
Reduced 17.32%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
5,255
shares
|
$302,109
0.03% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
5,044
shares
|
$289,979
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,976
shares
|
$286,070
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Impac Tfolio, LLC
|
Oct 03, 2025 Q3 2025 |
4,972
shares
|
$285,840
0.12% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
4,939
shares
|
$283,943
0.02% of portfolio
|
Q3 2025
Added 33.81%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
4,938
shares
|
$283,885
0.43% of portfolio
|
Q3 2022
Reduced 5.06%
|