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 266 institutions that hold shares in the stock, with a total of 32.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
9,582,583
shares
|
$545 Million
0.76% of portfolio
|
Q1 2024
Added 5.49%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,791,543
shares
|
$102 Million
0.01% of portfolio
|
Q1 2024
Added 7.25%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
1,262,648
shares
|
$71.8 Million
0.86% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,124,095
shares
|
$63.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
855,706
shares
|
$48.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.28%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
759,429
shares
|
$43.2 Million
0.09% of portfolio
|
Q1 2024
Added 4.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
716,203
shares
|
$40.7 Million
0.02% of portfolio
|
Q1 2024
Added 4.79%
|
|
|
Bailard, Inc.
|
May 08, 2024 Q1 2024 |
662,709
shares
|
$37.7 Million
1.07% of portfolio
|
Q1 2024
Added 353.94%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
641,580
shares
|
$36.5 Million
0.11% of portfolio
|
Q1 2024
Added 2.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
626,226
shares
|
$35.6 Million
0.01% of portfolio
|
Q1 2024
Added 3.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
596,539
shares
|
$33.9 Million
0.04% of portfolio
|
Q1 2024
Reduced 20.2%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
585,882
shares
|
$33.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 35.19%
|
|
|
First Foundation Advisors
Irvine, CA |
May 09, 2024 Q1 2024 |
556,424
shares
|
$31.6 Million
1.31% of portfolio
|
Q1 2024
Added 34.29%
|
|
|
Facet Wealth, Inc.
|
May 07, 2024 Q1 2024 |
463,495
shares
|
$26.4 Million
0.89% of portfolio
|
Q1 2024
Added 60.31%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
430,837
shares
|
$24.5 Million
6.1% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Raub Brock Capital Management LP
|
Apr 18, 2024 Q1 2024 |
408,745
shares
|
$23.2 Million
5.12% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
398,791
shares
|
$22.7 Million
0.07% of portfolio
|
Q1 2024
Reduced 25.85%
|
|
|
Slow Capital, Inc.
|
Apr 17, 2024 Q1 2024 |
392,661
shares
|
$22.3 Million
3.62% of portfolio
|
Q1 2024
Reduced 7.12%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
350,698
shares
|
$19.9 Million
0.03% of portfolio
|
Q1 2024
Added 3083.82%
|
|
|
Orin Green Financial, LLC
|
May 08, 2024 Q1 2024 |
340,845
shares
|
$19.4 Million
9.22% of portfolio
|
Q1 2024
Added 3.07%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 02, 2024 Q1 2024 |
340,083
shares
|
$19.3 Million
4.56% of portfolio
|
Q1 2024
Added 15.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
339,773
shares
|
$19.3 Million
0.0% of portfolio
|
Q1 2024
Added 3.61%
|
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
333,737
shares
|
$19 Million
0.26% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
Brio Consultants, LLC
|
Apr 29, 2024 Q1 2024 |
304,140
shares
|
$17.3 Million
2.96% of portfolio
|
Q1 2024
Added 9.2%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
297,280
shares
|
$16.9 Million
0.01% of portfolio
|
Q1 2024
Added 0.79%
|
|