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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
23,010
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
22,651
shares
|
$1.29 Million
0.39% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
22,517
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
21,297
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2022
Added 0.4%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
21,079
shares
|
$1.2 Million
0.3% of portfolio
|
Q2 2023
Added 1.67%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,506
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,280
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
19,947
shares
|
$1.14 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
19,909
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.3%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
19,517
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
19,259
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Added 86.47%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
19,203
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
18,768
shares
|
$1.07 Million
0.32% of portfolio
|
Q4 2023
Added 17.87%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
18,406
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
18,186
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
18,139
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 55.78%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
17,350
shares
|
$990,858
0.43% of portfolio
|
Q1 2024
Reduced 34.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
17,202
shares
|
$982,406
0.0% of portfolio
|
Q3 2024
Added 27.22%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,993
shares
|
$970,470
0.41% of portfolio
|
Q1 2024
Added 55.76%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
16,500
shares
|
$942,315
0.22% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
16,266
shares
|
$928,951
0.19% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,012
shares
|
$914,445
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
15,806
shares
|
$902,680
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
15,797
shares
|
$902,166
0.01% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
15,210
shares
|
$868,643
0.26% of portfolio
|
Q3 2024
Reduced 19.18%
|