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 316 institutions that hold shares in the stock, with a total of 46.7 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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
3,994
shares
|
$224,223
0.11% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
3,944
shares
|
$221,416
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,647
shares
|
$204,742
0.01% of portfolio
|
Q4 2024
Added 37.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,610
shares
|
$202,665
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
3,603
shares
|
$202,272
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,600
shares
|
$202,104
0.02% of portfolio
|
Q4 2022
Added 0.7%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
3,581
shares
|
$201,037
0.04% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
3,563
shares
|
$200,026
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
3,500
shares
|
$196,490
0.0% of portfolio
|
Q4 2024
Reduced 42.62%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
3,479
shares
|
$195,311
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,205
shares
|
$179,928
0.12% of portfolio
|
Q1 2024
Reduced 19.61%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
2,974
shares
|
$166,960
0.02% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,788
shares
|
$156,518
0.01% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,620
shares
|
$147,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
2,555
shares
|
$143,437
0.0% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
2,420
shares
|
$135,858
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,257
shares
|
$126,707
0.01% of portfolio
|
Q1 2020
Reduced 46.83%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,187
shares
|
$122,778
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
2,093
shares
|
$117,501
0.01% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
1,968
shares
|
$110,483
0.1% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,802
shares
|
$101,164
0.01% of portfolio
|
Q4 2024
Added 209.09%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,500
shares
|
$84,210
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,321
shares
|
$74,160
0.0% of portfolio
|
Q3 2024
Reduced 18.51%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,250
shares
|
$70,175
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,200
shares
|
$67,368
0.0% of portfolio
|
Q3 2023
Reduced 64.96%
|