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 350 institutions that hold shares in the stock, with a total of 42.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
79,093
shares
|
$4.54 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
78,994
shares
|
$4.53 Million
0.15% of portfolio
|
Q3 2025
Added 17.57%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
78,002
shares
|
$4.47 Million
0.04% of portfolio
|
Q3 2025
Reduced 29.82%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
77,453
shares
|
$4.44 Million
0.16% of portfolio
|
Q3 2025
Reduced 13.28%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
76,859
shares
|
$4.41 Million
0.01% of portfolio
|
Q3 2025
Added 15.05%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
76,691
shares
|
$4.4 Million
0.06% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
75,880
shares
|
$4.35 Million
0.13% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
75,092
shares
|
$4.31 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
73,584
shares
|
$4.22 Million
0.05% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
73,339
shares
|
$4.21 Million
0.2% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
72,800
shares
|
$4.18 Million
3.11% of portfolio
|
Q3 2025
Added 38.14%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
71,039
shares
|
$4.07 Million
1.35% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
69,701
shares
|
$4 Million
1.12% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
67,455
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
65,718
shares
|
$3.77 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
65,595
shares
|
$3.76 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
64,798
shares
|
$3.72 Million
1.68% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
63,347
shares
|
$3.63 Million
1.61% of portfolio
|
Q3 2025
Reduced 15.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
62,990
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2025
Added 85.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
60,613
shares
|
$3.48 Million
0.0% of portfolio
|
Q3 2025
Added 243.32%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
59,667
shares
|
$3.42 Million
0.08% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
57,826
shares
|
$3.32 Million
0.01% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
57,204
shares
|
$3.28 Million
1.01% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
55,458
shares
|
$3.18 Million
0.02% of portfolio
|
Q3 2025
Added 69.9%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
55,440
shares
|
$3.18 Million
0.33% of portfolio
|
Q3 2025
Reduced 8.48%
|
|