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 327 institutions that hold shares in the stock, with a total of 49.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
6,031
shares
|
$335,444
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
6,023
shares
|
$334,999
0.02% of portfolio
|
Q1 2025
Added 34.98%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,021
shares
|
$334,888
0.04% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
6,000
shares
|
$333,720
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,872
shares
|
$326,600
0.04% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
5,733
shares
|
$318,869
0.02% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
5,684
shares
|
$316,144
0.14% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,416
shares
|
$301,237
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
5,368
shares
|
$298,568
0.72% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,355
shares
|
$297,845
0.06% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,321
shares
|
$295,954
0.01% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
5,218
shares
|
$290,225
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
5,044
shares
|
$280,547
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
4,938
shares
|
$274,651
0.43% of portfolio
|
Q3 2022
Reduced 5.06%
|
|
|
Impac Tfolio, LLC
|
Jul 10, 2025 Q2 2025 |
4,929
shares
|
$274,150
0.13% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
4,838
shares
|
$269,089
0.02% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
4,748
shares
|
$264,083
0.0% of portfolio
|
Q4 2023
Reduced 98.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
4,544
shares
|
$252,737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,491
shares
|
$249,789
0.0% of portfolio
|
Q4 2024
Added 24.23%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
4,488
shares
|
$249,622
0.01% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
4,458
shares
|
$247,953
0.0% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
4,387
shares
|
$244,004
0.06% of portfolio
|
Q1 2025
Reduced 19.53%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
4,381
shares
|
$243,671
0.02% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
4,366
shares
|
$242,836
0.08% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
4,318
shares
|
$240,167
0.06% of portfolio
|
Q1 2024
New holding
|