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 |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
274,376
shares
|
$15.8 Million
0.02% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
265,937
shares
|
$15.3 Million
1.88% of portfolio
|
Q2 2025
Reduced 19.14%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
255,386
shares
|
$14.7 Million
2.29% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
244,258
shares
|
$14 Million
4.13% of portfolio
|
Q2 2025
Added 177.03%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
240,111
shares
|
$13.8 Million
3.65% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
240,093
shares
|
$13.8 Million
0.0% of portfolio
|
Q2 2024
Added 95.85%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
239,443
shares
|
$13.8 Million
0.05% of portfolio
|
Q2 2025
Added 16.95%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
235,015
shares
|
$13.5 Million
0.0% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
233,864
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
232,992
shares
|
$13.4 Million
6.05% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
219,757
shares
|
$12.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
219,598
shares
|
$12.6 Million
0.0% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
203,783
shares
|
$11.7 Million
2.5% of portfolio
|
Q2 2025
Added 449.7%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
200,986
shares
|
$11.6 Million
0.02% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
200,340
shares
|
$11.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
199,252
shares
|
$11.5 Million
1.67% of portfolio
|
Q2 2025
Reduced 41.21%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
189,884
shares
|
$10.9 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
178,846
shares
|
$10.3 Million
0.68% of portfolio
|
Q4 2023
Reduced 8.78%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
174,885
shares
|
$10.1 Million
2.72% of portfolio
|
Q2 2025
Reduced 11.5%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
170,595
shares
|
$9.81 Million
1.13% of portfolio
|
Q4 2022
Added 272.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,719
shares
|
$9.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
161,632
shares
|
$9.29 Million
0.02% of portfolio
|
Q2 2025
Added 255.0%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
160,618
shares
|
$9.23 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
158,779
shares
|
$9.13 Million
3.53% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
151,300
shares
|
$8.7 Million
0.01% of portfolio
|
Q2 2025
Added 692.15%
|