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 |
|---|---|---|---|---|---|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
21,613
shares
|
$1.2 Million
0.3% of portfolio
|
Q1 2025
Reduced 47.36%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
21,297
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2022
Added 0.4%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
21,268
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Added 68.53%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
21,079
shares
|
$1.17 Million
0.3% of portfolio
|
Q2 2023
Added 1.67%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
20,378
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
20,163
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Added 43.73%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
20,102
shares
|
$1.12 Million
0.35% of portfolio
|
Q1 2025
Reduced 29.91%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
19,980
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
19,909
shares
|
$1.11 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.3%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
19,100
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 56.66%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
18,947
shares
|
$1.05 Million
1.11% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
18,778
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 79.98%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
18,768
shares
|
$1.05 Million
0.31% of portfolio
|
Q4 2023
Added 17.87%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
18,500
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
18,406
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,217
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
18,059
shares
|
$1.01 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
17,506
shares
|
$974,734
0.03% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
17,211
shares
|
$958,308
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
17,189
shares
|
$957,083
0.0% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
17,100
shares
|
$952,128
0.08% of portfolio
|
Q1 2025
Added 36.75%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
17,006
shares
|
$946,894
0.0% of portfolio
|
Q1 2025
Added 64.31%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
16,500
shares
|
$918,720
0.22% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
16,003
shares
|
$891,047
0.16% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
15,932
shares
|
$887,093
0.19% of portfolio
|
Q1 2025
New holding
|