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 |
|---|---|---|---|---|---|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
23,653
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
23,532
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2022
Added 3.32%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
22,903
shares
|
$1.32 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
22,853
shares
|
$1.31 Million
1.05% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
22,698
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
22,691
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
21,908
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
21,899
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
21,626
shares
|
$1.24 Million
0.11% of portfolio
|
Q2 2025
Added 178.9%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
21,297
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2022
Added 0.4%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
21,113
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
21,079
shares
|
$1.21 Million
0.3% of portfolio
|
Q2 2023
Added 1.67%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
20,956
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Added 35.91%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
20,582
shares
|
$1.18 Million
0.16% of portfolio
|
Q2 2025
Reduced 30.57%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
20,378
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
19,909
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.3%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
18,775
shares
|
$1.08 Million
0.18% of portfolio
|
Q2 2025
Reduced 74.68%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
18,768
shares
|
$1.08 Million
0.3% of portfolio
|
Q4 2023
Added 17.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,755
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Added 45.93%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
18,342
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Added 126.92%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
18,224
shares
|
$1.05 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,217
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
17,920
shares
|
$1.03 Million
0.91% of portfolio
|
Q3 2025
New holding
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
17,901
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
17,655
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 92.82%
|