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 |
|---|---|---|---|---|---|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
11,151
shares
|
$620,218
0.08% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
10,915
shares
|
$607,092
0.46% of portfolio
|
Q1 2024
Reduced 41.9%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
10,881
shares
|
$605,201
0.28% of portfolio
|
Q3 2024
Added 24.9%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
10,650
shares
|
$592,353
0.17% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
10,452
shares
|
$581,340
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
10,189
shares
|
$566,712
0.1% of portfolio
|
Q2 2025
Reduced 57.18%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
9,260
shares
|
$515,041
0.02% of portfolio
|
Q1 2025
Added 32.1%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
9,194
shares
|
$511,370
0.04% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
9,150
shares
|
$508,923
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
9,080
shares
|
$505,029
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
8,896
shares
|
$494,795
0.06% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
8,852
shares
|
$492,348
0.27% of portfolio
|
Q1 2025
Added 53.81%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
8,757
shares
|
$487,064
0.02% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
8,642
shares
|
$480,668
0.01% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
8,556
shares
|
$475,884
0.0% of portfolio
|
Q1 2025
Added 35.81%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
8,402
shares
|
$467,319
0.31% of portfolio
|
Q3 2023
Added 24.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
8,401
shares
|
$467,263
0.0% of portfolio
|
Q2 2025
Reduced 51.13%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
8,337
shares
|
$463,703
0.43% of portfolio
|
Q4 2024
Reduced 98.25%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
8,083
shares
|
$449,576
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
8,000
shares
|
$444,960
0.16% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
8,000
shares
|
$444,960
0.12% of portfolio
|
Q4 2023
Reduced 2.26%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,845
shares
|
$436,338
0.03% of portfolio
|
Q1 2025
Reduced 36.11%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
7,782
shares
|
$432,834
0.05% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
7,754
shares
|
$431,277
0.04% of portfolio
|
Q1 2025
Added 51593.33%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
7,552
shares
|
$420,042
0.4% of portfolio
|
Q1 2025
Added 32.63%
|