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 264 institutions that hold shares in the stock, with a total of 32.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
8,402
shares
|
$488,744
0.31% of portfolio
|
Q3 2023
Added 24.2%
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
8,064
shares
|
$469,082
0.01% of portfolio
|
Q2 2024
Added 0.7%
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 28, 2024 Q2 2024 |
8,029
shares
|
$467,046
0.01% of portfolio
|
Q2 2024
Reduced 17.67%
|
|
Waypoint Wealth Partners Inc.
|
Jul 24, 2024 Q2 2024 |
8,000
shares
|
$465,360
0.14% of portfolio
|
Q4 2023
Reduced 2.26%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
7,533
shares
|
$438,194
0.0% of portfolio
|
Q2 2024
Added 3.23%
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2024 Q2 2024 |
7,438
shares
|
$432,668
0.37% of portfolio
|
Q4 2023
New holding
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
7,319
shares
|
$425,746
0.0% of portfolio
|
Q2 2024
Added 12.91%
|
|
Clifford Swan Investment Counsel LLC
|
Aug 06, 2024 Q2 2024 |
7,010
shares
|
$407,771
0.01% of portfolio
|
Q2 2023
Added 6.86%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
6,806
shares
|
$395,905
0.0% of portfolio
|
Q2 2024
Added 4.0%
|
|
Eagle Ridge Investment Management
|
Jul 24, 2024 Q2 2024 |
6,797
shares
|
$395,381
0.04% of portfolio
|
Q2 2024
Added 1.28%
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 15, 2024 Q2 2024 |
6,719
shares
|
$390,844
0.16% of portfolio
|
Q2 2024
Added 3.23%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
6,674
shares
|
$388,226
0.04% of portfolio
|
Q2 2024
Added 16.27%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
6,669
shares
|
$387,935
0.1% of portfolio
|
Q2 2023
New holding
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Aug 12, 2024 Q2 2024 |
6,638
shares
|
$386,132
0.18% of portfolio
|
Q1 2024
Added 0.59%
|
|
Leisure Capital Management
|
Jul 26, 2024 Q2 2024 |
6,594
shares
|
$383,572
0.17% of portfolio
|
Q2 2024
Added 4.83%
|
|
Life Planning Partners, Inc
|
Jul 30, 2024 Q2 2024 |
6,561
shares
|
$381,653
0.34% of portfolio
|
Q4 2023
Reduced 40.82%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
6,528
shares
|
$379,733
0.01% of portfolio
|
Q1 2023
Reduced 23.33%
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,484
shares
|
$377,174
0.18% of portfolio
|
Q2 2022
Added 0.23%
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Jul 30, 2024 Q2 2024 |
6,350
shares
|
$369,379
0.11% of portfolio
|
Q4 2023
Reduced 18.06%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
6,316
shares
|
$367,401
0.05% of portfolio
|
Q2 2024
Added 12.81%
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 02, 2024 Q2 2024 |
6,299
shares
|
$366,412
0.15% of portfolio
|
Q2 2024
Reduced 14.12%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
6,285
shares
|
$365,598
0.02% of portfolio
|
Q2 2024
Added 3.42%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
6,150
shares
|
$357,745
0.05% of portfolio
|
Q2 2024
Added 46.32%
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 25, 2024 Q2 2024 |
6,100
shares
|
$354,837
0.13% of portfolio
|
Q2 2023
Reduced 45.05%
|
|
First National Bank Sioux Falls
|
Jul 31, 2024 Q2 2024 |
6,000
shares
|
$349,020
0.18% of portfolio
|
Q1 2024
New holding
|