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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
166,059
shares
|
$9.24 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
|
$9.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
159,753
shares
|
$8.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
150,025
shares
|
$8.34 Million
0.03% of portfolio
|
Q2 2023
Added 114.44%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
142,020
shares
|
$7.9 Million
5.68% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
124,764
shares
|
$6.94 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
121,670
shares
|
$6.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
119,897
shares
|
$6.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 83.83%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
119,835
shares
|
$6.67 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
119,008
shares
|
$6.62 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
116,120
shares
|
$6.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.81%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
106,189
shares
|
$5.91 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
105,297
shares
|
$5.86 Million
0.07% of portfolio
|
Q1 2025
Reduced 14.14%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
101,270
shares
|
$5.63 Million
0.05% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
100,564
shares
|
$5.59 Million
3.93% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
99,635
shares
|
$5.54 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
99,109
shares
|
$5.51 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
95,127
shares
|
$5.29 Million
0.22% of portfolio
|
Q3 2022
Reduced 5.94%
|
|
|
Client First Capital LLC
|
Apr 29, 2025 Q1 2025 |
92,578
shares
|
$5.15 Million
2.74% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
88,592
shares
|
$4.93 Million
0.48% of portfolio
|
Q1 2025
Reduced 16.18%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
88,171
shares
|
$4.9 Million
1.58% of portfolio
|
Q1 2025
Reduced 51.2%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
86,680
shares
|
$4.82 Million
3.13% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
83,998
shares
|
$4.67 Million
0.06% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
83,754
shares
|
$4.66 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
79,260
shares
|
$4.41 Million
4.12% of portfolio
|
Q1 2025
Reduced 16.87%
|