Security record · archived quarter
CMF
iShares California Muni Bond ETF · Financial Services · Asset Management - Bonds
57Tracked holders
0Δ holders
29.67MShares held
$1.70BReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.5% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 44.40K | $2.40M | n/a | n/a |
| Q2 2026 | 57 | 0 | 35.16M | $2.03B | +3 | −4 |
| Q1 2026 | 59 | +2 | 32.27M | $1.83B | +3 | −1 |
| Q4 2025 | 57 | 0 | 29.67M | $1.70B | n/a | n/a |
| Q3 2025 | 9 | +1 | 5.52M | $314.70M | +1 | n/a |
| Q2 2025 | 5 | -1 | 2.82M | $156.97M | n/a | −1 |
| Q1 2025 | 4 | -1 | 71.81K | $4.04M | n/a | −1 |
| Q4 2024 | 5 | +1 | 77.42K | $4.43M | +1 | n/a |
| Q3 2024 | 4 | +2 | 87.48K | $5.08M | +2 | n/a |
| Q2 2024 | 2 | n/a | 56.40K | $3.21M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 8.44M | n/a | $484.96M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Wealthfront Advisers LLC | 5.11M | n/a | $293.61M | 0.7% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.93M | n/a | $111.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Fidelity (FMR) ✦ | 1.91M | -5.3% | $109.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.79M | +1.2% | $102.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 989.48K | n/a | $56.86M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mariner, LLC | 905.92K | n/a | $52.05M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | JPMorgan Chase ✦ | 652.46K | -40.3% | $37.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | Wells Fargo & Company/Mn | 608.64K | n/a | $34.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mercer Global Advisors Inc /Adv | 549.34K | n/a | $31.57M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 542.59K | n/a | $31.18M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 536.88K | n/a | $30.85M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 450.42K | n/a | $25.88M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 14 | Cetera Investment Advisers | 378.06K | n/a | $21.72M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Assetmark, Inc | 372.88K | n/a | $21.43M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 351.39K | n/a | $20.19M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 343.95K | n/a | $19.76M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Alliancebernstein L.P. | 338.18K | n/a | $19.43M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Sei Investments Co | 306.72K | n/a | $17.62M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 259.09K | n/a | $14.89M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 251.28K | n/a | $14.44M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 237.59K | +1.2% | $13.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Creative Planning | 219.81K | n/a | $12.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Osaic Holdings, Inc. | 156.16K | n/a | $8.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Raymond James Financial Inc | 153.29K | n/a | $8.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Bank Of Montreal /Can/ | 152.71K | n/a | $8.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Northwestern Mutual Wealth… | 141.31K | n/a | $8.12M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 140.94K | n/a | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 129.03K | n/a | $7.41M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 124.55K | n/a | $7.16M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 123.28K | n/a | $7.08M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 112.60K | -63.4% | $6.47M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 103.39K | n/a | $5.94M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Kayne Anderson Rudnick Investment… | 97.60K | n/a | $5.59M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Deutsche Bank Ag\ | 96.38K | n/a | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 95.90K | n/a | $5.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | HighTower Advisors, LLC | 64.95K | n/a | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bnp Paribas Financial Markets | 64.86K | n/a | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Corient Private Wealth LP | 64.34K | n/a | $3.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Stifel Financial Corp | 50.06K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 41 | Quantinno Capital Management LP | 47.70K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Hsbc Holdings Plc | 45.23K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 43 | Empower Advisory Group, LLC | 37.04K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 35.34K | +72.5% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Allspring Global Investments… | 28.51K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 26.14K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Wealth Enhancement Advisory… | 23.02K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 20.53K | -67.4% | $1.18M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 49 | Lido Advisors, LLC | 15.17K | n/a | $865,114 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Brown Advisory Inc | 12.06K | n/a | $692,868 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Baird Financial Group, Inc. | 7.79K | n/a | $447,728 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Millennium Management ✦ | 7.24K | -23.6% | $416,125 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Fisher Asset Management ✦ | 7.13K | +25.5% | $409,549 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 54 | Citigroup Inc | 4.40K | n/a | $252,824 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Northern Trust Corp | 3.83K | n/a | $219,785 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Qube Research & Technologies Ltd | 3.38K | n/a | $194,272 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 351 | n/a | $20,168 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 346 holders, 49.72M shares, $2.80B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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