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 328 institutions that hold shares in the stock, with a total of 48.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
11,362
shares
|
$632,636
0.35% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
11,232
shares
|
$625,397
0.08% of portfolio
|
Q1 2025
Added 57.97%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
11,151
shares
|
$620,887
0.08% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
10,915
shares
|
$607,747
0.46% of portfolio
|
Q1 2024
Reduced 41.9%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
10,881
shares
|
$605,854
0.28% of portfolio
|
Q3 2024
Added 24.9%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
10,452
shares
|
$581,967
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
10,000
shares
|
$556,800
0.23% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
9,260
shares
|
$515,596
0.02% of portfolio
|
Q1 2025
Added 32.1%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
9,194
shares
|
$511,921
0.04% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
9,150
shares
|
$509,472
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
9,080
shares
|
$505,574
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
8,896
shares
|
$495,329
0.06% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
8,852
shares
|
$492,879
0.27% of portfolio
|
Q1 2025
Added 53.81%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
8,757
shares
|
$487,589
0.02% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
8,642
shares
|
$481,186
0.01% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
8,556
shares
|
$476,398
0.0% of portfolio
|
Q1 2025
Added 35.81%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
8,402
shares
|
$467,823
0.31% of portfolio
|
Q3 2023
Added 24.2%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
8,337
shares
|
$464,204
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
|
$450,061
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
8,000
shares
|
$445,440
0.16% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
8,000
shares
|
$445,440
0.13% of portfolio
|
Q4 2023
Reduced 2.26%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,845
shares
|
$436,809
0.03% of portfolio
|
Q1 2025
Reduced 36.11%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
7,782
shares
|
$433,301
0.05% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
7,754
shares
|
$431,742
0.04% of portfolio
|
Q1 2025
Added 51593.33%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
7,677
shares
|
$427,455
0.01% of portfolio
|
Q1 2025
Reduced 3.04%
|