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 $1.85 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
4,156
shares
|
$236,102
0.05% of portfolio
|
Q3 2023
New holding
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 15, 2024 Q1 2024 |
4,155
shares
|
$236,045
0.1% of portfolio
|
Q1 2024
Added 1.66%
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 12, 2024 Q1 2024 |
4,106
shares
|
$233,261
0.06% of portfolio
|
Q1 2024
Added 0.44%
|
|
Avidian Wealth Solutions, LLC
|
May 03, 2024 Q1 2024 |
4,100
shares
|
$232,921
0.01% of portfolio
|
Q4 2023
New holding
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 13, 2024 Q1 2024 |
3,874
shares
|
$220,081
0.01% of portfolio
|
Q1 2024
New holding
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
3,857
shares
|
$219,116
0.0% of portfolio
|
Q1 2024
New holding
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2024 Q1 2024 |
3,809
shares
|
$216,389
0.0% of portfolio
|
Q1 2024
New holding
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 15, 2024 Q1 2024 |
3,658
shares
|
$207,810
0.06% of portfolio
|
Q1 2024
New holding
|
|
Hb Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
3,615
shares
|
$205,368
0.0% of portfolio
|
Q4 2023
Reduced 48.97%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,600
shares
|
$204,516
0.02% of portfolio
|
Q4 2022
Added 0.7%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
3,595
shares
|
$204,231
0.0% of portfolio
|
Q1 2024
Reduced 34.87%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 08, 2024 Q1 2024 |
3,580
shares
|
$203,379
0.01% of portfolio
|
Q1 2024
Reduced 20.92%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 11, 2024 Q1 2024 |
3,517
shares
|
$199,800
0.19% of portfolio
|
Q4 2023
New holding
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
3,479
shares
|
$197,641
0.01% of portfolio
|
Q3 2023
New holding
|
|
Welch & Forbes LLC
|
May 02, 2024 Q1 2024 |
3,479
shares
|
$197,641
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bradley & Co. Private Wealth Management, LLC
|
Apr 26, 2024 Q1 2024 |
3,205
shares
|
$182,076
0.15% of portfolio
|
Q1 2024
Reduced 19.61%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
3,026
shares
|
$171,907
0.01% of portfolio
|
Q1 2024
Added 15.89%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 14, 2024 Q1 2024 |
2,906
shares
|
$165,089
0.02% of portfolio
|
Q1 2024
Added 0.45%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
2,856
shares
|
$162,249
0.0% of portfolio
|
Q3 2023
Reduced 36.19%
|
|
Main Management LLC
San Francisco, CA |
May 14, 2024 Q1 2024 |
2,293
shares
|
$130,265
0.01% of portfolio
|
Q1 2024
Reduced 4.18%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,257
shares
|
$128,220
0.01% of portfolio
|
Q1 2020
Reduced 46.83%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
2,142
shares
|
$121,687
0.0% of portfolio
|
Q1 2024
Reduced 28.74%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
2,053
shares
|
$116,630
0.0% of portfolio
|
Q1 2024
Reduced 62.07%
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
1,800
shares
|
$102,258
0.06% of portfolio
|
Q4 2023
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,659
shares
|
$94,247
0.0% of portfolio
|
Q1 2024
New holding
|