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 |
|---|---|---|---|---|---|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
78,115
shares
|
$4.35 Million
2.46% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
76,775
shares
|
$4.27 Million
1.38% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
74,948
shares
|
$4.17 Million
1.62% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
74,152
shares
|
$4.13 Million
0.78% of portfolio
|
Q1 2025
Added 15.49%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
73,339
shares
|
$4.08 Million
0.2% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
73,244
shares
|
$4.08 Million
0.04% of portfolio
|
Q1 2025
Added 47.65%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
70,578
shares
|
$3.93 Million
0.06% of portfolio
|
Q1 2025
Added 18.67%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
68,878
shares
|
$3.84 Million
0.15% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
68,077
shares
|
$3.79 Million
0.07% of portfolio
|
Q1 2025
Added 20.12%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
65,165
shares
|
$3.63 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
64,857
shares
|
$3.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
64,521
shares
|
$3.59 Million
0.13% of portfolio
|
Q1 2025
Added 133.92%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
64,461
shares
|
$3.59 Million
0.46% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
64,453
shares
|
$3.59 Million
2.42% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
60,055
shares
|
$3.34 Million
0.02% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
59,623
shares
|
$3.32 Million
0.0% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
59,238
shares
|
$3.3 Million
0.02% of portfolio
|
Q1 2025
Added 151.42%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
56,138
shares
|
$3.13 Million
1.27% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
55,728
shares
|
$3.1 Million
0.14% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
55,543
shares
|
$3.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
55,455
shares
|
$3.09 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
54,493
shares
|
$3.03 Million
0.0% of portfolio
|
Q1 2025
Added 27.48%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
52,729
shares
|
$2.94 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.05%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
51,750
shares
|
$2.88 Million
0.03% of portfolio
|
Q2 2024
Added 46.64%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
51,470
shares
|
$2.87 Million
0.8% of portfolio
|
Q3 2024
Reduced 60.65%
|