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 317 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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,200
shares
|
$66,252
0.0% of portfolio
|
Q3 2023
Reduced 64.96%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,107
shares
|
$61,117
0.0% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,100
shares
|
$60,731
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
1,085
shares
|
$59,902
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,001
shares
|
$55,265
0.02% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
875
shares
|
$48,308
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
750
shares
|
$41,407
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
704
shares
|
$38,867
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
700
shares
|
$38,647
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
551
shares
|
$30,420
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
405
shares
|
$22,360
0.01% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
242
shares
|
$13,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
156
shares
|
$8,612
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
138
shares
|
$7,618
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
61
shares
|
$3,367
0.0% of portfolio
|
Q3 2023
Added 1.67%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
42
shares
|
$2,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
15
shares
|
$828
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|