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 |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
150,025
shares
|
$8.62 Million
0.03% of portfolio
|
Q2 2023
Added 114.44%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
147,232
shares
|
$8.46 Million
0.13% of portfolio
|
Q3 2025
Added 72.11%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
143,224
shares
|
$8.23 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
142,019
shares
|
$8.16 Million
5.32% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
130,977
shares
|
$7.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.45%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
128,063
shares
|
$7.36 Million
0.02% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
124,879
shares
|
$7.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 44.39%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
121,282
shares
|
$6.97 Million
0.06% of portfolio
|
Q2 2025
Added 65.59%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
121,015
shares
|
$6.96 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
119,008
shares
|
$6.84 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
116,458
shares
|
$6.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
116,199
shares
|
$6.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
111,548
shares
|
$6.41 Million
0.07% of portfolio
|
Q2 2025
Reduced 32.83%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
111,153
shares
|
$6.39 Million
0.07% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
100,882
shares
|
$5.8 Million
0.0% of portfolio
|
Q2 2025
Added 1522.42%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
100,564
shares
|
$5.78 Million
3.37% of portfolio
|
Q1 2025
New holding
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
96,464
shares
|
$5.55 Million
3.94% of portfolio
|
Q2 2025
Added 121.39%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
95,601
shares
|
$5.5 Million
0.44% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
95,127
shares
|
$5.47 Million
0.22% of portfolio
|
Q3 2022
Reduced 5.94%
|
|
|
Client First Capital LLC
|
Aug 08, 2025 Q2 2025 |
92,578
shares
|
$5.32 Million
2.5% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
91,929
shares
|
$5.28 Million
3.46% of portfolio
|
Q3 2025
Added 15.57%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
89,315
shares
|
$5.13 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
87,919
shares
|
$5.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
86,801
shares
|
$4.99 Million
2.94% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
84,955
shares
|
$4.88 Million
0.01% of portfolio
|
Q2 2025
Added 30.99%
|