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 314 institutions that hold shares in the stock, with a total of 39.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
281,448
shares
|
$15.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
274,822
shares
|
$15.6 Million
0.01% of portfolio
|
Q4 2024
Added 90.88%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
240,093
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2024
Added 95.85%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
235,457
shares
|
$13.3 Million
0.02% of portfolio
|
Q4 2024
Added 18.03%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
229,760
shares
|
$13 Million
6.32% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Jan 28, 2025 Q4 2024 |
226,366
shares
|
$12.8 Million
2.74% of portfolio
|
Q3 2024
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
224,614
shares
|
$12.7 Million
6.95% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
223,748
shares
|
$12.7 Million
0.03% of portfolio
|
Q4 2024
Added 70.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
220,407
shares
|
$12.5 Million
0.03% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
211,049
shares
|
$11.9 Million
0.03% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
205,155
shares
|
$11.6 Million
0.01% of portfolio
|
Q4 2024
Added 951.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
198,944
shares
|
$11.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
198,585
shares
|
$11.2 Million
0.27% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
194,938
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
191,741
shares
|
$10.9 Million
3.3% of portfolio
|
Q4 2024
Added 31.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
182,305
shares
|
$10.3 Million
0.04% of portfolio
|
Q4 2024
Added 25.19%
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
180,689
shares
|
$10.2 Million
3.34% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
180,257
shares
|
$10.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
178,846
shares
|
$10.1 Million
0.68% of portfolio
|
Q4 2023
Reduced 8.78%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
174,706
shares
|
$9.89 Million
0.12% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
170,595
shares
|
$9.65 Million
1.13% of portfolio
|
Q4 2022
Added 272.58%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
166,476
shares
|
$9.42 Million
0.01% of portfolio
|
Q4 2024
Added 20.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,719
shares
|
$9.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
151,156
shares
|
$8.55 Million
2.58% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
151,021
shares
|
$8.55 Million
0.03% of portfolio
|
Q4 2024
Added 40.08%
|