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 328 institutions that hold shares in the stock, with a total of 48.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,300
shares
|
$239,424
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
4,300
shares
|
$239,424
0.0% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,281
shares
|
$238,366
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
4,270
shares
|
$237,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
4,224
shares
|
$235,192
0.06% of portfolio
|
Q1 2025
Reduced 27.03%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,170
shares
|
$232,185
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
3,962
shares
|
$220,604
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Cornerstone Investment Partners, LLC
|
Apr 30, 2025 Q1 2025 |
3,923
shares
|
$218,432
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,851
shares
|
$214,423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
3,807
shares
|
$211,973
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
3,673
shares
|
$204,512
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,647
shares
|
$203,064
0.01% of portfolio
|
Q4 2024
Added 37.78%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,600
shares
|
$200,448
0.02% of portfolio
|
Q4 2022
Added 0.7%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
3,598
shares
|
$200,336
0.04% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
3,563
shares
|
$198,387
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
3,479
shares
|
$193,710
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
3,205
shares
|
$178,454
0.12% of portfolio
|
Q1 2024
Reduced 19.61%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
2,988
shares
|
$166,371
0.02% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
2,667
shares
|
$148,498
0.09% of portfolio
|
Q1 2025
Reduced 40.26%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,620
shares
|
$145,881
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
2,515
shares
|
$140,035
0.0% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
2,508
shares
|
$139,645
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,420
shares
|
$134,745
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,257
shares
|
$125,669
0.01% of portfolio
|
Q1 2020
Reduced 46.83%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
2,203
shares
|
$122,663
0.06% of portfolio
|
Q1 2025
New holding
|