有価証券レコード · アーカイブ済み四半期
CMF
iShares California Muni Bond ETF · Financial Services · Asset Management - Bonds
57追跡対象保有者
0Δ保有者数
29.67M保有株数
$1.70B報告済み評価額
+0新規ポジション
−0解消銘柄
モメンタム指標（同類マネージャー）： 保有者の広がり 0.0% · 株式フロー -2.5% · 新規ネットポジション数 0.0% · 計算式
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q4 2025
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| 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 |
保有者情報 · Q4 2025
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (パッシブ) | 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 ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| 今四半期は追跡されたエグジットがありません。 |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 346 保有者, 49.72M 株式数, $2.80B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。