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 318 institutions that hold shares in the stock, with a total of 46.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
4,156
shares
|
$229,411
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
4,125
shares
|
$227,700
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
3,994
shares
|
$220,468
0.11% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
3,944
shares
|
$217,708
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,647
shares
|
$201,314
0.01% of portfolio
|
Q4 2024
Added 37.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,610
shares
|
$199,272
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
3,603
shares
|
$198,885
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,600
shares
|
$198,720
0.02% of portfolio
|
Q4 2022
Added 0.7%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
3,598
shares
|
$198,609
0.04% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
3,563
shares
|
$196,677
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
3,500
shares
|
$193,200
0.0% of portfolio
|
Q4 2024
Reduced 42.62%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
3,479
shares
|
$192,040
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,205
shares
|
$176,916
0.12% of portfolio
|
Q1 2024
Reduced 19.61%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
2,974
shares
|
$164,164
0.02% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,620
shares
|
$144,624
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
2,555
shares
|
$141,036
0.0% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
2,420
shares
|
$133,584
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,257
shares
|
$124,586
0.01% of portfolio
|
Q1 2020
Reduced 46.83%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,187
shares
|
$120,722
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
2,093
shares
|
$115,533
0.01% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
1,853
shares
|
$102,285
0.09% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,802
shares
|
$99,470
0.01% of portfolio
|
Q4 2024
Added 209.09%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,500
shares
|
$82,800
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,321
shares
|
$72,919
0.0% of portfolio
|
Q3 2024
Reduced 18.51%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,250
shares
|
$69,000
0.01% of portfolio
|
Q4 2023
New holding
|