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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
55,197
shares
|
$3.17 Million
0.04% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
54,601
shares
|
$3.14 Million
0.01% of portfolio
|
Q2 2025
Added 156.73%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
53,172
shares
|
$3.06 Million
0.11% of portfolio
|
Q2 2025
Added 41.72%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
51,750
shares
|
$2.98 Million
0.03% of portfolio
|
Q2 2024
Added 46.64%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
51,470
shares
|
$2.96 Million
0.8% of portfolio
|
Q3 2024
Reduced 60.65%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
51,098
shares
|
$2.94 Million
1.5% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
48,159
shares
|
$2.77 Million
0.72% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
47,517
shares
|
$2.73 Million
0.1% of portfolio
|
Q3 2025
Reduced 20.63%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
47,013
shares
|
$2.7 Million
1.75% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
46,818
shares
|
$2.69 Million
0.51% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
45,622
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.99%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
43,600
shares
|
$2.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 56.95%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
42,855
shares
|
$2.46 Million
0.47% of portfolio
|
Q2 2025
Reduced 12.39%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
41,463
shares
|
$2.38 Million
2.24% of portfolio
|
Q3 2025
Added 42.51%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
40,272
shares
|
$2.32 Million
0.42% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
40,133
shares
|
$2.31 Million
0.02% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
39,445
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
39,113
shares
|
$2.25 Million
1.22% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
38,184
shares
|
$2.2 Million
0.07% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
37,886
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 26.08%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
37,803
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
Added 313.15%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
37,790
shares
|
$2.17 Million
0.07% of portfolio
|
Q2 2025
Added 115.87%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
35,155
shares
|
$2.02 Million
0.35% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
34,975
shares
|
$2.01 Million
0.27% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
34,249
shares
|
$1.97 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.43%
|