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 289 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
13,245,170
shares
|
$756 Million
0.15% of portfolio
|
Q3 2024
Added 37.9%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,796,543
shares
|
$103 Million
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,358,340
shares
|
$77.6 Million
0.01% of portfolio
|
Q3 2024
Added 30.06%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,309,215
shares
|
$74.8 Million
0.68% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
991,976
shares
|
$56.7 Million
1.6% of portfolio
|
Q3 2024
Added 69.88%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
849,445
shares
|
$48.5 Million
1.3% of portfolio
|
Q3 2024
Added 19.29%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
839,190
shares
|
$47.9 Million
0.01% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
798,665
shares
|
$45.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
740,654
shares
|
$42.3 Million
0.02% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
671,284
shares
|
$38.3 Million
0.01% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
642,946
shares
|
$36.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
545,023
shares
|
$31.1 Million
1.23% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
455,915
shares
|
$26 Million
0.01% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
426,077
shares
|
$24.3 Million
0.01% of portfolio
|
Q3 2024
Added 21.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
411,303
shares
|
$23.5 Million
0.0% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
408,320
shares
|
$23.3 Million
3.8% of portfolio
|
Q3 2024
Added 19.74%
|
|
|
Raub Brock Capital Management LP
|
Oct 17, 2024 Q3 2024 |
407,520
shares
|
$23.3 Million
4.94% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
362,087
shares
|
$20.7 Million
9.14% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
361,051
shares
|
$20.6 Million
0.26% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
324,843
shares
|
$18.6 Million
3.67% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
318,972
shares
|
$18.2 Million
4.88% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
316,083
shares
|
$18.1 Million
2.85% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
288,516
shares
|
$16.5 Million
0.01% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
286,746
shares
|
$16.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
276,106
shares
|
$15.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.79%
|