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 340 institutions that hold shares in the stock, with a total of 47.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
8,648,197
shares
|
$481 Million
1.26% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
7,717,458
shares
|
$429 Million
0.08% of portfolio
|
Q2 2025
Reduced 24.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,792,639
shares
|
$99.7 Million
0.02% of portfolio
|
Q2 2025
Added 73.74%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,776,876
shares
|
$98.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
1,344,831
shares
|
$74.8 Million
1.78% of portfolio
|
Q2 2025
Added 16.73%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,278,713
shares
|
$71.1 Million
1.63% of portfolio
|
Q2 2025
Added 24.04%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,205,909
shares
|
$67.1 Million
4.43% of portfolio
|
Q2 2025
Reduced 10.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,195,011
shares
|
$66.5 Million
0.46% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,172,106
shares
|
$65.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
843,495
shares
|
$46.9 Million
0.02% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
826,709
shares
|
$46 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
732,028
shares
|
$40.7 Million
0.11% of portfolio
|
Q2 2025
Added 31.54%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
577,630
shares
|
$32.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.93%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
521,518
shares
|
$29 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
519,514
shares
|
$28.9 Million
0.01% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
492,537
shares
|
$27.4 Million
0.0% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
469,502
shares
|
$26.1 Million
0.01% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
404,780
shares
|
$22.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
387,350
shares
|
$21.5 Million
0.05% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
387,164
shares
|
$21.5 Million
3.9% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
382,533
shares
|
$21.3 Million
0.04% of portfolio
|
Q2 2025
Added 23.73%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
344,078
shares
|
$19.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
342,904
shares
|
$19.1 Million
0.04% of portfolio
|
Q2 2025
Added 66.75%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
342,121
shares
|
$19 Million
8.12% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
337,861
shares
|
$18.8 Million
4.43% of portfolio
|
Q2 2025
Added 0.43%
|