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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
83,754
shares
|
$4.82 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
80,438
shares
|
$4.62 Million
0.03% of portfolio
|
Q2 2025
Added 33.94%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
80,393
shares
|
$4.62 Million
0.1% of portfolio
|
Q2 2025
Reduced 18.88%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
80,350
shares
|
$4.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.8%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
76,691
shares
|
$4.41 Million
0.06% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
75,165
shares
|
$4.32 Million
0.06% of portfolio
|
Q2 2025
Reduced 24.56%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
74,949
shares
|
$4.31 Million
1.49% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
73,417
shares
|
$4.22 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
73,339
shares
|
$4.22 Million
0.2% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
72,851
shares
|
$4.19 Million
1.21% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
71,482
shares
|
$4.11 Million
0.14% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
67,188
shares
|
$3.86 Million
0.14% of portfolio
|
Q2 2025
Added 20.56%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
66,807
shares
|
$3.84 Million
0.0% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
66,175
shares
|
$3.8 Million
1.62% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
65,718
shares
|
$3.78 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
64,738
shares
|
$3.72 Million
0.07% of portfolio
|
Q2 2025
Added 49.92%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
64,521
shares
|
$3.71 Million
0.1% of portfolio
|
Q1 2025
Added 133.92%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
64,463
shares
|
$3.71 Million
2.05% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
64,082
shares
|
$3.68 Million
0.0% of portfolio
|
Q2 2025
Added 103.45%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
63,347
shares
|
$3.64 Million
1.61% of portfolio
|
Q3 2025
Reduced 15.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
62,835
shares
|
$3.61 Million
0.0% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
61,051
shares
|
$3.51 Million
1.03% of portfolio
|
Q2 2025
Added 67.49%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
60,579
shares
|
$3.48 Million
0.39% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
59,667
shares
|
$3.43 Million
0.08% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
57,204
shares
|
$3.29 Million
1.01% of portfolio
|
Q3 2025
Added 1.08%
|