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 289 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,077
shares
|
$61,442
0.0% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,050
shares
|
$59,902
0.03% of portfolio
|
Q2 2024
Reduced 41.67%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
992
shares
|
$56,593
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
875
shares
|
$49,918
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
750
shares
|
$42,787
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
704
shares
|
$40,163
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
583
shares
|
$33,260
0.0% of portfolio
|
Q2 2024
Added 107.47%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
495
shares
|
$28,239
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
61
shares
|
$3,480
0.0% of portfolio
|
Q3 2023
Added 1.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
21
shares
|
$1,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
15
shares
|
$855
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|