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 |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
15,068
shares
|
$860,533
0.21% of portfolio
|
Q3 2024
Reduced 26.41%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
14,838
shares
|
$847,398
0.02% of portfolio
|
Q3 2024
Added 84.81%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
14,310
shares
|
$817,244
0.03% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,244
shares
|
$813,474
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
14,239
shares
|
$813,189
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
13,740
shares
|
$784,691
0.3% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
13,659
shares
|
$780,065
0.0% of portfolio
|
Q3 2024
Added 18.53%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
13,307
shares
|
$759,962
0.0% of portfolio
|
Q3 2024
Added 395.97%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
13,054
shares
|
$745,513
0.67% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
12,868
shares
|
$734,891
0.65% of portfolio
|
Q1 2024
Reduced 26.84%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
12,798
shares
|
$730,893
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
12,499
shares
|
$713,817
0.39% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
12,279
shares
|
$701,253
0.05% of portfolio
|
Q2 2024
Added 50.55%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
12,196
shares
|
$696,513
0.03% of portfolio
|
Q4 2023
Added 213.04%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
12,101
shares
|
$691,088
0.19% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,743
shares
|
$670,642
0.0% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
11,664
shares
|
$666,131
0.05% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
11,553
shares
|
$659,791
0.01% of portfolio
|
Q3 2024
Added 120.1%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,443
shares
|
$653,509
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
11,400
shares
|
$651,054
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
11,355
shares
|
$648,484
0.35% of portfolio
|
Q3 2024
Added 29.92%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
11,277
shares
|
$644,029
0.08% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
11,100
shares
|
$633,921
0.03% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
11,058
shares
|
$631,522
0.33% of portfolio
|
Q3 2024
Added 27.13%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
10,954
shares
|
$625,582
0.61% of portfolio
|
Q3 2024
New holding
|