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 313 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 $2.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
19,273
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 248.83%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
18,809
shares
|
$1.07 Million
0.3% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
18,768
shares
|
$1.07 Million
0.31% of portfolio
|
Q4 2023
Added 17.87%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
18,406
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
18,152
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 36.41%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
18,134
shares
|
$1.03 Million
0.33% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
17,985
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
17,501
shares
|
$995,456
0.03% of portfolio
|
Q4 2024
Added 22.3%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
17,118
shares
|
$973,671
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
16,995
shares
|
$966,675
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
16,993
shares
|
$966,561
0.42% of portfolio
|
Q1 2024
Added 55.76%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,746
shares
|
$952,512
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
16,500
shares
|
$938,520
0.22% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
16,266
shares
|
$925,210
0.16% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
15,806
shares
|
$899,045
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
14,960
shares
|
$850,924
0.26% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
14,638
shares
|
$832,609
0.3% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,244
shares
|
$810,198
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
14,028
shares
|
$797,912
0.04% of portfolio
|
Q4 2024
Added 41.48%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
13,243
shares
|
$753,261
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,210
shares
|
$751,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
13,054
shares
|
$742,511
0.7% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
12,868
shares
|
$731,931
0.64% of portfolio
|
Q1 2024
Reduced 26.84%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
12,798
shares
|
$727,950
0.48% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
12,710
shares
|
$722,944
0.2% of portfolio
|
Q4 2024
Added 5.03%
|