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 289 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
71,361
shares
|
$4.06 Million
0.14% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
66,916
shares
|
$3.81 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
65,680
shares
|
$3.74 Million
0.09% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
64,448
shares
|
$3.67 Million
2.69% of portfolio
|
Q3 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
64,163
shares
|
$3.65 Million
1.68% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
63,924
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2024
Added 18.79%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
59,353
shares
|
$3.38 Million
0.64% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
59,063
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2024
Added 20.34%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
57,130
shares
|
$3.25 Million
0.04% of portfolio
|
Q3 2024
Added 318.78%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
56,931
shares
|
$3.24 Million
0.15% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
55,541
shares
|
$3.16 Million
1.47% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
54,019
shares
|
$3.08 Million
1.34% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
52,582
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
51,750
shares
|
$2.95 Million
0.03% of portfolio
|
Q2 2024
Added 46.64%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
51,470
shares
|
$2.93 Million
0.8% of portfolio
|
Q3 2024
Reduced 60.65%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
49,915
shares
|
$2.84 Million
2.71% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
49,386
shares
|
$2.81 Million
2.03% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
46,818
shares
|
$2.67 Million
0.51% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
43,983
shares
|
$2.5 Million
0.16% of portfolio
|
Q3 2024
Added 22.95%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
42,493
shares
|
$2.42 Million
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
42,455
shares
|
$2.42 Million
0.53% of portfolio
|
Q3 2024
Added 18.09%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
42,375
shares
|
$2.41 Million
1.27% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
41,129
shares
|
$2.34 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
40,873
shares
|
$2.33 Million
0.1% of portfolio
|
Q3 2024
Added 33.94%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
40,820
shares
|
$2.32 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.24%
|