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 314 institutions that hold shares in the stock, with a total of 39.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
150,025
shares
|
$8.49 Million
0.03% of portfolio
|
Q2 2023
Added 114.44%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
140,006
shares
|
$7.92 Million
5.56% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
131,212
shares
|
$7.43 Million
0.05% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
126,721
shares
|
$7.17 Million
1.37% of portfolio
|
Q4 2024
Added 24.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
123,552
shares
|
$6.99 Million
0.02% of portfolio
|
Q4 2024
Added 13.37%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
122,710
shares
|
$6.94 Million
0.02% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
122,631
shares
|
$6.94 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
122,110
shares
|
$6.91 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
116,120
shares
|
$6.57 Million
0.0% of portfolio
|
Q4 2024
Added 40.46%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
105,693
shares
|
$5.98 Million
0.62% of portfolio
|
Q4 2024
Added 45.96%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
105,260
shares
|
$5.96 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
103,029
shares
|
$5.83 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
95,820
shares
|
$5.42 Million
3.9% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
95,341
shares
|
$5.4 Million
5.04% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
95,127
shares
|
$5.38 Million
0.22% of portfolio
|
Q3 2022
Reduced 5.94%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
93,786
shares
|
$5.31 Million
0.03% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
92,578
shares
|
$5.24 Million
2.74% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
86,528
shares
|
$4.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
85,920
shares
|
$4.86 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
83,754
shares
|
$4.74 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
80,222
shares
|
$4.54 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
78,797
shares
|
$4.46 Million
1.37% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
78,339
shares
|
$4.43 Million
2.47% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
75,841
shares
|
$4.29 Million
1.64% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
74,995
shares
|
$4.24 Million
0.01% of portfolio
|
Q4 2024
Added 17.32%
|