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 |
|---|---|---|---|---|---|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
40,018
shares
|
$2.29 Million
0.58% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
39,802
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Added 26.36%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
34,229
shares
|
$1.95 Million
0.36% of portfolio
|
Q3 2024
Added 19.32%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
34,134
shares
|
$1.95 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33,276
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.87%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33,114
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2022
Added 2.99%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
32,617
shares
|
$1.86 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
30,726
shares
|
$1.75 Million
0.65% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
29,323
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2024
Reduced 64.11%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
29,140
shares
|
$1.66 Million
0.29% of portfolio
|
Q3 2024
Added 13.7%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
29,066
shares
|
$1.66 Million
1.11% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
29,017
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
28,220
shares
|
$1.61 Million
0.1% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
27,136
shares
|
$1.55 Million
0.75% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
27,054
shares
|
$1.55 Million
0.61% of portfolio
|
Q4 2023
Reduced 20.95%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
26,845
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2024
Added 42.45%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
25,958
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 36.51%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
24,797
shares
|
$1.42 Million
0.65% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
24,698
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2024
Added 278.34%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
24,430
shares
|
$1.4 Million
0.23% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
24,249
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
23,947
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 44.45%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
23,864
shares
|
$1.36 Million
0.67% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
23,532
shares
|
$1.34 Million
0.16% of portfolio
|
Q3 2022
Added 3.32%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
23,352
shares
|
$1.33 Million
0.18% of portfolio
|
Q3 2024
Added 2.16%
|