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 |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
6,862
shares
|
$391,888
0.06% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
6,850
shares
|
$391,203
0.03% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
6,844
shares
|
$390,860
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
6,793
shares
|
$387,948
0.13% of portfolio
|
Q2 2023
Reduced 49.89%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,684
shares
|
$381,723
0.04% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
6,669
shares
|
$380,866
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
6,638
shares
|
$379,096
0.16% of portfolio
|
Q1 2024
Added 0.59%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
6,569
shares
|
$375,155
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,484
shares
|
$370,301
0.18% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,364
shares
|
$363,448
0.0% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
6,350
shares
|
$362,648
0.1% of portfolio
|
Q4 2023
Reduced 18.06%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,300
shares
|
$359,793
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
6,300
shares
|
$359,793
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 08, 2024 Q3 2024 |
6,299
shares
|
$359,735
0.12% of portfolio
|
Q2 2024
Reduced 14.12%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
6,290
shares
|
$359,221
0.16% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
6,264
shares
|
$357,737
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,136
shares
|
$350,426
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
6,102
shares
|
$348,485
0.0% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
6,100
shares
|
$348,371
0.12% of portfolio
|
Q2 2023
Reduced 45.05%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
6,066
shares
|
$346,429
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,981
shares
|
$341,574
0.05% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
5,784
shares
|
$330,324
0.01% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,700
shares
|
$325,527
0.18% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
5,639
shares
|
$322,043
0.01% of portfolio
|
Q3 2024
Added 28.07%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
5,525
shares
|
$315,532
0.0% of portfolio
|
Q1 2024
Added 12.46%
|