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 |
|---|---|---|---|---|---|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
3,872
shares
|
$222,601
0.05% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
3,744
shares
|
$215,242
0.19% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
3,726
shares
|
$214,207
0.04% of portfolio
|
Q2 2025
Reduced 92.44%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
3,654
shares
|
$210,068
0.03% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,600
shares
|
$206,964
0.02% of portfolio
|
Q4 2022
Added 0.7%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
3,556
shares
|
$204,434
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
3,550
shares
|
$204,089
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
3,205
shares
|
$184,255
0.11% of portfolio
|
Q1 2024
Reduced 19.61%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
3,095
shares
|
$177,931
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
3,011
shares
|
$173,102
0.01% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
2,667
shares
|
$153,325
0.08% of portfolio
|
Q1 2025
Reduced 40.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,257
shares
|
$129,754
0.01% of portfolio
|
Q1 2020
Reduced 46.83%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,016
shares
|
$115,899
0.01% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,671
shares
|
$96,065
0.0% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,644
shares
|
$94,513
0.01% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,250
shares
|
$71,862
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,200
shares
|
$68,988
0.0% of portfolio
|
Q3 2023
Reduced 64.96%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,174
shares
|
$67,493
0.0% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,121
shares
|
$64,446
0.0% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,108
shares
|
$63,698
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,100
shares
|
$63,239
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
1,050
shares
|
$60,364
0.02% of portfolio
|
Q1 2025
Reduced 81.07%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,040
shares
|
$59,789
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
875
shares
|
$50,303
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
851
shares
|
$48,923
0.0% of portfolio
|
Q2 2025
Reduced 27.7%
|