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 |
|---|---|---|---|---|---|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
328,899
shares
|
$18.3 Million
2.52% of portfolio
|
Q1 2025
Added 15.92%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
309,162
shares
|
$17.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
245,782
shares
|
$13.7 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
244,837
shares
|
$13.6 Million
0.02% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
242,713
shares
|
$13.5 Million
0.01% of portfolio
|
Q1 2025
Added 34.65%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
240,093
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2024
Added 95.85%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
236,180
shares
|
$13.2 Million
0.03% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
232,961
shares
|
$13 Million
0.03% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
228,833
shares
|
$12.7 Million
6.82% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
224,580
shares
|
$12.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.28%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
206,136
shares
|
$11.5 Million
3.55% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
205,640
shares
|
$11.5 Million
0.03% of portfolio
|
Q1 2025
Added 36.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
204,743
shares
|
$11.4 Million
0.05% of portfolio
|
Q1 2025
Added 12.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
203,580
shares
|
$11.3 Million
0.03% of portfolio
|
Q1 2025
Added 64.77%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
197,613
shares
|
$11 Million
3.21% of portfolio
|
Q1 2025
Added 30.73%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
197,195
shares
|
$11 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
196,498
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.18%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
195,066
shares
|
$10.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
191,708
shares
|
$10.7 Million
4.84% of portfolio
|
Q1 2025
Reduced 16.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
187,168
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
180,521
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
178,846
shares
|
$9.96 Million
0.68% of portfolio
|
Q4 2023
Reduced 8.78%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
170,595
shares
|
$9.5 Million
1.13% of portfolio
|
Q4 2022
Added 272.58%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
166,059
shares
|
$9.25 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,719
shares
|
$9.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.89%
|