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 317 institutions that hold shares in the stock, with a total of 46.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
13,054
shares
|
$720,711
0.7% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
12,868
shares
|
$710,442
0.64% of portfolio
|
Q1 2024
Reduced 26.84%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Apr 16, 2025 Q1 2025 |
12,798
shares
|
$706,577
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
12,710
shares
|
$701,719
0.2% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
12,700
shares
|
$701,167
0.13% of portfolio
|
Q4 2024
Added 30.59%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
12,662
shares
|
$699,069
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
12,620
shares
|
$696,750
0.0% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
12,505
shares
|
$690,401
0.06% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
12,495
shares
|
$689,848
0.6% of portfolio
|
Q4 2024
Added 67.99%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
12,367
shares
|
$682,782
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
12,326
shares
|
$680,518
0.1% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
12,021
shares
|
$663,679
0.01% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
11,700
shares
|
$645,957
0.2% of portfolio
|
Q1 2025
Reduced 21.79%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
11,669
shares
|
$644,245
0.03% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
11,616
shares
|
$641,319
0.02% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Feb 24, 2025 Q4 2024 |
11,515
shares
|
$635,743
0.62% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,450
shares
|
$632,154
0.06% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,443
shares
|
$631,768
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
11,400
shares
|
$629,394
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
11,360
shares
|
$627,185
0.34% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
10,920
shares
|
$602,893
0.0% of portfolio
|
Q4 2024
Reduced 31.8%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
10,915
shares
|
$602,617
0.45% of portfolio
|
Q1 2024
Reduced 41.9%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
10,881
shares
|
$600,740
0.29% of portfolio
|
Q3 2024
Added 24.9%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
10,452
shares
|
$577,054
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
10,350
shares
|
$571,423
0.0% of portfolio
|
Q3 2024
Reduced 3.72%
|