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 |
|---|---|---|---|---|---|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
17,345
shares
|
$997,164
0.82% of portfolio
|
Q2 2025
Reduced 59.06%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
17,074
shares
|
$981,584
0.17% of portfolio
|
Q3 2025
Added 115.12%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
17,006
shares
|
$977,674
0.0% of portfolio
|
Q1 2025
Added 64.31%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
16,733
shares
|
$961,980
0.01% of portfolio
|
Q2 2025
Reduced 87.52%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
16,517
shares
|
$949,562
0.17% of portfolio
|
Q2 2025
Added 39.81%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
16,500
shares
|
$948,585
0.22% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
16,440
shares
|
$945,135
0.04% of portfolio
|
Q3 2025
Added 104.02%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
16,275
shares
|
$935,649
0.23% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
16,003
shares
|
$920,012
0.11% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
15,806
shares
|
$908,686
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
15,729
shares
|
$904,260
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
15,704
shares
|
$902,822
0.08% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
15,406
shares
|
$885,690
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
14,621
shares
|
$840,561
0.39% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
14,585
shares
|
$838,491
0.0% of portfolio
|
Q2 2025
Reduced 34.32%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
14,300
shares
|
$822,107
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,244
shares
|
$818,887
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
13,896
shares
|
$798,881
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
13,406
shares
|
$770,710
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
13,340
shares
|
$766,916
0.0% of portfolio
|
Q2 2025
Added 246.4%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
13,137
shares
|
$755,246
0.48% of portfolio
|
Q2 2025
Added 87.94%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
12,951
shares
|
$744,552
0.56% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
12,936
shares
|
$743,690
0.57% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
12,868
shares
|
$739,781
0.51% of portfolio
|
Q1 2024
Reduced 26.84%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
12,770
shares
|
$734,147
0.35% of portfolio
|
Q2 2025
New holding
|