Effectdossier · gearchiveerd kwartaal
CMF
iShares California Muni Bond ETF · Financial Services · Asset Management - Bonds
57Gevolgde houders
0Δ houders
29.67MGehouden aandelen
$1.70BGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -2.5% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 58 | 0 | 35.29M | $2.03B | +3 | −3 |
| Q1 2026 | 59 | +2 | 32.27M | $1.83B | +3 | −1 |
| Q4 2025 | 57 | 0 | 29.67M | $1.70B | — | — |
| Q3 2025 | 9 | +1 | 5.52M | $314.70M | +1 | — |
| Q2 2025 | 5 | -1 | 2.82M | $156.97M | — | −1 |
| Q1 2025 | 4 | -1 | 71.81K | $4.04M | — | −1 |
| Q4 2024 | 5 | +1 | 77.42K | $4.43M | +1 | — |
| Q3 2024 | 4 | +2 | 87.48K | $5.08M | +2 | — |
| Q2 2024 | 2 | — | 56.40K | $3.21M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 8.44M | — | $484.96M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Wealthfront Advisers LLC | 5.11M | — | $293.61M | 0.7% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.93M | — | $111.11M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.93M | — | $111.11M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.93M | — | $111.11M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 1.91M | -5.3% | $109.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.79M | +1.2% | $102.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.79M | +1.2% | $102.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 989.48K | — | $56.86M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mariner, LLC | 905.92K | — | $52.05M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 905.92K | — | $52.05M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 905.92K | — | $52.05M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 652.46K | -40.3% | $37.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 652.46K | -40.3% | $37.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 652.46K | -40.3% | $37.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 652.46K | -40.3% | $37.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 608.64K | — | $34.97M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 608.64K | — | $34.97M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 549.34K | — | $31.57M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 542.59K | — | $31.18M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 536.88K | — | $30.85M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 450.42K | — | $25.88M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 450.42K | — | $25.88M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 450.42K | — | $25.88M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 450.42K | — | $25.88M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 450.42K | — | $25.88M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 450.42K | — | $25.88M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 378.06K | — | $21.72M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 372.88K | — | $21.43M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 351.39K | — | $20.19M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Focus Partners Wealth | 343.95K | — | $19.76M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Alliancebernstein L.P. | 338.18K | — | $19.43M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Sei Investments Co | 306.72K | — | $17.62M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 259.09K | — | $14.89M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cerity Partners LLC | 251.28K | — | $14.44M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | BlackRock ✦ (passief) | 237.59K | +1.2% | $13.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | BlackRock ✦ (passief) | 237.59K | +1.2% | $13.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Creative Planning | 219.81K | — | $12.63M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Creative Planning | 219.81K | — | $12.63M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 156.16K | — | $8.97M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 156.16K | — | $8.97M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Raymond James Financial Inc | 153.29K | — | $8.81M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Raymond James Financial Inc | 153.29K | — | $8.81M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 152.71K | — | $8.77M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 152.71K | — | $8.77M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 152.71K | — | $8.77M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 141.31K | — | $8.12M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Jane Street Group, Llc | 140.94K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Cwm, Llc | 129.03K | — | $7.41M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Commonwealth Equity Services, Llc | 124.55K | — | $7.16M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 123.28K | — | $7.08M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Renaissance Technologies ✦ | 112.60K | -63.4% | $6.47M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 53 | Mml Investors Services, Llc | 103.39K | — | $5.94M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Kayne Anderson Rudnick Investment… | 97.60K | — | $5.59M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Deutsche Bank Ag\ | 96.38K | — | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Us Bancorp \De\ | 95.90K | — | $5.51M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Us Bancorp \De\ | 95.90K | — | $5.51M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Us Bancorp \De\ | 95.90K | — | $5.51M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | HighTower Advisors, LLC | 64.95K | — | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 64.86K | — | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Corient Private Wealth LP | 64.34K | — | $3.70M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Corient Private Wealth LP | 64.34K | — | $3.70M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Stifel Financial Corp | 50.06K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Stifel Financial Corp | 50.06K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Stifel Financial Corp | 50.06K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Quantinno Capital Management LP | 47.70K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Hsbc Holdings Plc | 45.23K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Hsbc Holdings Plc | 45.23K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Hsbc Holdings Plc | 45.23K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Hsbc Holdings Plc | 45.23K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Empower Advisory Group, LLC | 37.04K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Goldman Sachs Group ✦ | 35.34K | +72.5% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Allspring Global Investments… | 28.51K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Rockefeller Capital Management L.P. | 26.14K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Wealth Enhancement Advisory… | 23.02K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Citadel Advisors ✦ | 20.53K | -67.4% | $1.18M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 77 | Lido Advisors, LLC | 15.17K | — | $865,114 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Brown Advisory Inc | 12.06K | — | $692,868 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Baird Financial Group, Inc. | 7.79K | — | $447,728 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Millennium Management ✦ | 7.24K | -23.6% | $416,125 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Fisher Asset Management ✦ | 7.13K | +25.5% | $409,549 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 82 | Citigroup Inc | 4.40K | — | $252,824 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Northern Trust Corp | 3.83K | — | $219,785 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Qube Research & Technologies Ltd | 3.38K | — | $194,272 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Pnc Financial Services Group, Inc. | 351 | — | $20,168 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 346 houders, 49.72M aandelen, $2.80B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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