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 |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
1,853
shares
|
$103,063
0.09% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,644
shares
|
$91,439
0.01% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,500
shares
|
$83,430
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,250
shares
|
$69,525
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,200
shares
|
$66,744
0.0% of portfolio
|
Q3 2023
Reduced 64.96%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,177
shares
|
$65,464
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,121
shares
|
$62,350
0.0% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,100
shares
|
$61,182
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,070
shares
|
$59,513
0.0% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,050
shares
|
$58,401
0.02% of portfolio
|
Q1 2025
Reduced 81.07%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,040
shares
|
$57,844
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,006
shares
|
$55,953
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
875
shares
|
$48,667
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
750
shares
|
$41,715
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
704
shares
|
$39,156
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
700
shares
|
$38,934
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
551
shares
|
$30,646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
405
shares
|
$22,526
0.01% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
351
shares
|
$19,522
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
351
shares
|
$19,522
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
242
shares
|
$13,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
156
shares
|
$8,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
138
shares
|
$7,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
66
shares
|
$3,670
0.0% of portfolio
|
Q1 2025
Reduced 93.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
61
shares
|
$3,392
0.0% of portfolio
|
Q3 2023
Added 1.67%
|