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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
5,452
shares
|
$310,491
0.02% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,402
shares
|
$307,643
0.0% of portfolio
|
Q3 2024
Added 442.91%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
5,374
shares
|
$306,049
0.03% of portfolio
|
Q3 2024
Added 580.25%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
5,300
shares
|
$301,835
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
5,256
shares
|
$299,329
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
5,218
shares
|
$297,165
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
5,216
shares
|
$297,051
0.1% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
5,100
shares
|
$290,445
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
4,938
shares
|
$281,219
0.43% of portfolio
|
Q3 2022
Reduced 5.06%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
4,850
shares
|
$276,207
0.0% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,748
shares
|
$270,398
0.0% of portfolio
|
Q4 2023
Reduced 98.83%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
4,731
shares
|
$269,430
0.12% of portfolio
|
Q3 2024
Reduced 72.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,671
shares
|
$266,013
0.0% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Impac Tfolio, LLC
|
Oct 01, 2024 Q3 2024 |
4,621
shares
|
$263,165
0.14% of portfolio
|
Q3 2024
Added 14.69%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
4,611
shares
|
$262,596
0.03% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,480
shares
|
$255,136
0.08% of portfolio
|
Q2 2023
Reduced 38.46%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
4,408
shares
|
$251,035
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
4,391
shares
|
$250,067
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
4,318
shares
|
$245,910
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,300
shares
|
$244,885
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,170
shares
|
$237,481
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
4,170
shares
|
$237,481
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
4,156
shares
|
$236,684
0.01% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
4,156
shares
|
$236,684
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
4,100
shares
|
$233,495
0.01% of portfolio
|
Q4 2023
New holding
|