证券记录 · 已归档季度
CMF
iShares California Muni Bond ETF · Financial Services · Asset Management - Bonds
57被追踪持有人
0Δ持有人
29.67M持有股份
$1.70B报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -2.5% · 净新建仓位 0.0% · 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (被动) | 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 ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 346 持有人, 49.72M 股份, $2.80B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据