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 $2.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
51,762
shares
|
$2.97 Million
0.02% of portfolio
|
Q3 2025
Added 28.98%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
51,752
shares
|
$2.97 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
51,750
shares
|
$2.97 Million
0.03% of portfolio
|
Q2 2024
Added 46.64%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
51,098
shares
|
$2.93 Million
1.5% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
49,942
shares
|
$2.86 Million
0.1% of portfolio
|
Q3 2025
Added 120.1%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
49,064
shares
|
$2.81 Million
0.69% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
48,282
shares
|
$2.77 Million
0.79% of portfolio
|
Q3 2025
Reduced 33.73%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
47,517
shares
|
$2.73 Million
0.1% of portfolio
|
Q3 2025
Reduced 20.63%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
46,841
shares
|
$2.69 Million
1.79% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
46,818
shares
|
$2.69 Million
0.51% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
46,534
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
45,507
shares
|
$2.61 Million
0.02% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
45,448
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2025
Added 19.96%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
43,470
shares
|
$2.49 Million
0.46% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
43,399
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2025
Added 73.87%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
41,738
shares
|
$2.39 Million
1.09% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
41,463
shares
|
$2.38 Million
2.24% of portfolio
|
Q3 2025
Added 42.51%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
39,525
shares
|
$2.27 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
39,445
shares
|
$2.26 Million
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
39,218
shares
|
$2.25 Million
0.07% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
37,618
shares
|
$2.16 Million
2.03% of portfolio
|
Q3 2025
Added 38.96%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
37,217
shares
|
$2.13 Million
0.06% of portfolio
|
Q3 2025
Added 167.83%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
35,155
shares
|
$2.02 Million
0.35% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
34,975
shares
|
$2.01 Million
0.27% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
34,071
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2025
Added 40.24%
|
|