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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
34,045
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
33,988
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33,114
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2022
Added 2.99%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
32,641
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.86%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
32,174
shares
|
$1.85 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
30,695
shares
|
$1.76 Million
0.1% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
30,603
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
29,111
shares
|
$1.67 Million
0.73% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
28,420
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Added 424.74%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
27,495
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
27,174
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2025
Reduced 68.64%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
27,072
shares
|
$1.56 Million
1.46% of portfolio
|
Q2 2025
Added 42.88%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
27,017
shares
|
$1.55 Million
0.64% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
26,790
shares
|
$1.54 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
26,643
shares
|
$1.53 Million
0.67% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
26,591
shares
|
$1.53 Million
0.24% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
26,357
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Added 40.36%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
26,294
shares
|
$1.51 Million
0.39% of portfolio
|
Q2 2025
Added 30.8%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
26,035
shares
|
$1.5 Million
0.82% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
25,711
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
24,961
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
24,386
shares
|
$1.4 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
24,295
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 28.51%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
24,266
shares
|
$1.4 Million
0.51% of portfolio
|
Q3 2025
Reduced 25.4%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
24,169
shares
|
$1.39 Million
0.25% of portfolio
|
Q2 2025
Added 4.05%
|