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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
227
shares
|
$13,018
0.0% of portfolio
|
Q3 2025
Reduced 44.23%
|
|
|
Uma Financial Services, Inc.
|
Jan 29, 2026 Q4 2025 |
156
shares
|
$8,946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
60
shares
|
$3,441
0.0% of portfolio
|
Q3 2025
Reduced 96.76%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
45
shares
|
$2,580
0.0% of portfolio
|
Q4 2025
Reduced 66.17%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
43
shares
|
$2,466
0.0% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
41
shares
|
$2,351
0.0% of portfolio
|
Q2 2025
Reduced 37.88%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
33
shares
|
$1,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
19
shares
|
$1,089
0.0% of portfolio
|
Q3 2025
Added 216.67%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
14
shares
|
$802
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|