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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
4,912
shares
|
$282,390
0.0% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
4,838
shares
|
$278,136
0.02% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
4,810
shares
|
$276,526
0.07% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
4,593
shares
|
$264,051
0.01% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
4,507
shares
|
$259,107
0.12% of portfolio
|
Q2 2025
Reduced 60.33%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,491
shares
|
$258,187
0.0% of portfolio
|
Q4 2024
Added 24.23%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
4,458
shares
|
$256,290
0.0% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,408
shares
|
$253,415
0.02% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
4,372
shares
|
$251,346
0.0% of portfolio
|
Q2 2025
Reduced 17.83%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
4,366
shares
|
$251,001
0.08% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
4,333
shares
|
$249,104
0.09% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
4,318
shares
|
$248,241
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,315
shares
|
$248,069
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
4,300
shares
|
$247,207
0.0% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,300
shares
|
$247,207
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
4,281
shares
|
$246,114
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
4,270
shares
|
$245,482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
4,213
shares
|
$242,205
0.0% of portfolio
|
Q2 2025
Reduced 51.25%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,170
shares
|
$239,733
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
4,150
shares
|
$238,583
0.01% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
3,999
shares
|
$229,902
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
3,980
shares
|
$228,810
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,956
shares
|
$227,430
0.05% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,950
shares
|
$227,085
0.01% of portfolio
|
Q2 2025
Reduced 37.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,921
shares
|
$225,418
0.0% of portfolio
|
Q2 2025
Reduced 13.71%
|