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 |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
50,562
shares
|
$2.82 Million
1.28% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
49,297
shares
|
$2.74 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
48,915
shares
|
$2.72 Million
0.57% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
48,718
shares
|
$2.71 Million
2.06% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
46,818
shares
|
$2.61 Million
0.51% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
45,679
shares
|
$2.54 Million
0.78% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
43,571
shares
|
$2.43 Million
2.4% of portfolio
|
Q1 2025
Added 248.71%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
43,182
shares
|
$2.4 Million
0.06% of portfolio
|
Q1 2025
Added 92.27%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
42,575
shares
|
$2.37 Million
0.08% of portfolio
|
Q1 2025
Added 14.74%
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 28, 2025 Q1 2025 |
42,493
shares
|
$2.37 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
42,365
shares
|
$2.36 Million
2.33% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
41,727
shares
|
$2.32 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
37,815
shares
|
$2.11 Million
0.02% of portfolio
|
Q1 2025
Added 21.99%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
37,520
shares
|
$2.09 Million
0.08% of portfolio
|
Q4 2024
Added 39.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
37,155
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Added 240.25%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
37,072
shares
|
$2.06 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
36,998
shares
|
$2.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.22%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
36,451
shares
|
$2.03 Million
0.71% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
35,449
shares
|
$1.97 Million
1.23% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
35,155
shares
|
$1.96 Million
0.35% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
34,134
shares
|
$1.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
33,986
shares
|
$1.89 Million
0.05% of portfolio
|
Q1 2025
Added 33.4%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33,114
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2022
Added 2.99%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
32,641
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.86%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
31,497
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 3049.7%
|