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 327 institutions that hold shares in the stock, with a total of 49.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
15,660
shares
|
$871,009
0.01% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,419
shares
|
$857,604
0.04% of portfolio
|
Q1 2025
Reduced 66.14%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
15,028
shares
|
$835,857
0.04% of portfolio
|
Q1 2025
Added 28.79%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
14,640
shares
|
$814,276
0.29% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
14,408
shares
|
$801,372
0.43% of portfolio
|
Q1 2025
Added 13.79%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
14,271
shares
|
$793,753
0.14% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,244
shares
|
$792,251
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
13,394
shares
|
$744,974
0.04% of portfolio
|
Q1 2025
Added 95.7%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
13,223
shares
|
$735,463
0.22% of portfolio
|
Q1 2025
Reduced 27.08%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
12,868
shares
|
$715,718
0.61% of portfolio
|
Q1 2024
Reduced 26.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,852
shares
|
$714,828
0.01% of portfolio
|
Q2 2025
Reduced 19.11%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Apr 16, 2025 Q1 2025 |
12,798
shares
|
$711,824
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
12,777
shares
|
$710,656
0.33% of portfolio
|
Q2 2025
Reduced 46.96%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
12,710
shares
|
$706,930
0.2% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
12,660
shares
|
$704,149
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
12,606
shares
|
$701,145
0.63% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
12,387
shares
|
$688,964
0.61% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
12,160
shares
|
$676,339
0.05% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
11,989
shares
|
$666,828
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
11,814
shares
|
$657,094
0.14% of portfolio
|
Q1 2025
Reduced 47.81%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
11,807
shares
|
$656,705
0.57% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
11,521
shares
|
$640,798
0.02% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,443
shares
|
$636,459
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
11,400
shares
|
$634,068
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
11,362
shares
|
$631,954
0.35% of portfolio
|
Q1 2025
Added 0.02%
|