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 |
|---|---|---|---|---|---|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
10,915
shares
|
$623,355
0.45% of portfolio
|
Q1 2024
Reduced 41.9%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
10,881
shares
|
$621,413
0.29% of portfolio
|
Q3 2024
Added 24.9%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
10,550
shares
|
$602,510
0.05% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
10,350
shares
|
$591,088
0.0% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
10,000
shares
|
$571,100
0.27% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
9,915
shares
|
$566,245
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
9,840
shares
|
$561,962
0.03% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
9,725
shares
|
$555,394
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
9,473
shares
|
$541,003
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
9,213
shares
|
$526,154
0.15% of portfolio
|
Q2 2024
Reduced 24.74%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
8,757
shares
|
$500,112
0.02% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
8,552
shares
|
$488,404
0.01% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
8,402
shares
|
$479,838
0.31% of portfolio
|
Q3 2023
Added 24.2%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
8,119
shares
|
$463,676
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
8,037
shares
|
$458,993
0.17% of portfolio
|
Q3 2024
Added 19.62%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
8,000
shares
|
$456,880
0.15% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
8,000
shares
|
$456,880
0.13% of portfolio
|
Q4 2023
Reduced 2.26%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
7,860
shares
|
$448,884
0.09% of portfolio
|
Q3 2024
Added 64.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
7,640
shares
|
$436,320
0.0% of portfolio
|
Q3 2024
Reduced 26.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
7,445
shares
|
$425,183
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
7,438
shares
|
$424,784
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
7,437
shares
|
$424,727
0.39% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
7,269
shares
|
$415,132
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
7,010
shares
|
$400,341
0.01% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
7,000
shares
|
$399,770
0.14% of portfolio
|
Q3 2024
New holding
|