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 |
|---|---|---|---|---|---|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
12,660
shares
|
$727,823
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
12,423
shares
|
$714,198
0.09% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
12,350
shares
|
$710,001
0.3% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
12,346
shares
|
$709,771
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
12,271
shares
|
$705,459
0.18% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
12,043
shares
|
$692,352
0.01% of portfolio
|
Q3 2025
Reduced 89.66%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
11,991
shares
|
$689,362
0.0% of portfolio
|
Q2 2025
Added 202.65%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
11,810
shares
|
$678,956
0.05% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
11,807
shares
|
$678,784
0.51% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
11,482
shares
|
$660,100
0.02% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
11,400
shares
|
$655,386
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Verity Wealth Advisors
|
Oct 17, 2025 Q3 2025 |
10,915
shares
|
$627,503
0.4% of portfolio
|
Q1 2024
Reduced 41.9%
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
10,900
shares
|
$626,641
0.17% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
10,882
shares
|
$625,606
0.05% of portfolio
|
Q3 2025
Reduced 51.09%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
10,631
shares
|
$611,176
0.25% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
10,483
shares
|
$602,667
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
10,452
shares
|
$600,885
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
10,266
shares
|
$590,192
0.02% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
10,189
shares
|
$585,765
0.1% of portfolio
|
Q2 2025
Reduced 57.18%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
10,120
shares
|
$581,798
0.31% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
9,589
shares
|
$551,271
0.28% of portfolio
|
Q3 2025
Reduced 43.94%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
9,378
shares
|
$539,141
0.15% of portfolio
|
Q2 2025
Added 29.37%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
9,260
shares
|
$532,357
0.02% of portfolio
|
Q1 2025
Added 32.1%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
9,060
shares
|
$520,859
0.12% of portfolio
|
Q2 2025
Reduced 28.72%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
8,919
shares
|
$512,753
0.25% of portfolio
|
Q2 2025
Added 0.76%
|