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 360 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Jan 27, 2026 Q4 2025 |
4,108
shares
|
$235,593
0.01% of portfolio
|
Q4 2025
Reduced 4.02%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
4,076
shares
|
$233,758
0.08% of portfolio
|
Q3 2025
Added 288.19%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
4,030
shares
|
$231,120
0.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 27, 2026 Q4 2025 |
4,020
shares
|
$230,547
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,997
shares
|
$229,227
0.04% of portfolio
|
Q3 2025
Reduced 34.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,950
shares
|
$226,532
0.01% of portfolio
|
Q2 2025
Reduced 37.06%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 23, 2026 Q4 2025 |
3,917
shares
|
$224,639
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
3,892
shares
|
$223,206
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,875
shares
|
$222,231
0.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
3,851
shares
|
$220,854
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
3,817
shares
|
$218,904
0.05% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
3,744
shares
|
$214,718
0.18% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
3,654
shares
|
$209,556
0.03% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,636
shares
|
$208,524
0.06% of portfolio
|
Q3 2025
Reduced 16.72%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,600
shares
|
$206,460
0.02% of portfolio
|
Q4 2022
Added 0.7%
|
|
|
Tlwm
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
3,556
shares
|
$203,936
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 29, 2026 Q4 2025 |
3,550
shares
|
$203,592
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
3,518
shares
|
$201,757
0.0% of portfolio
|
Q3 2025
Reduced 78.98%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
3,298
shares
|
$189,140
0.0% of portfolio
|
Q3 2025
Reduced 54.72%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
3,095
shares
|
$177,498
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
3,034
shares
|
$173,999
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
2,700
shares
|
$154,845
0.01% of portfolio
|
Q3 2025
Reduced 36.93%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
2,667
shares
|
$152,952
0.08% of portfolio
|
Q1 2025
Reduced 40.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,257
shares
|
$129,438
0.01% of portfolio
|
Q1 2020
Reduced 46.83%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,976
shares
|
$113,323
0.01% of portfolio
|
Q3 2025
Reduced 1.98%
|
|