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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
31,208
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 52.12%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
30,566
shares
|
$1.7 Million
0.86% of portfolio
|
Q1 2025
Added 27.07%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
30,486
shares
|
$1.7 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
30,105
shares
|
$1.68 Million
0.06% of portfolio
|
Q4 2024
Added 21.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
30,050
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
29,646
shares
|
$1.65 Million
0.27% of portfolio
|
Q4 2024
Added 21.35%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
29,295
shares
|
$1.63 Million
0.1% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
28,856
shares
|
$1.61 Million
0.94% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
28,806
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
27,078
shares
|
$1.51 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
26,790
shares
|
$1.49 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
26,098
shares
|
$1.45 Million
0.25% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
25,563
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
25,495
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
Added 50.01%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
24,929
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
24,668
shares
|
$1.37 Million
0.8% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
24,135
shares
|
$1.34 Million
1.21% of portfolio
|
Q1 2025
Added 24.25%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
24,088
shares
|
$1.34 Million
0.68% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
23,797
shares
|
$1.33 Million
0.23% of portfolio
|
Q1 2025
Reduced 15.65%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
23,746
shares
|
$1.32 Million
0.18% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
23,532
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2022
Added 3.32%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
23,228
shares
|
$1.29 Million
0.27% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
22,250
shares
|
$1.24 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
22,206
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 278.04%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
21,845
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Added 170.56%
|