Catatan efek · kuartal yang diarsipkan
CMF
iShares California Muni Bond ETF · Financial Services · Asset Management - Bonds
59Pemegang yang dilacak
+2Δ pemegang
32.27MSaham yang dipegang
$1.83BNilai yang dilaporkan
+3Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +3.5% ·
aliran saham +8.8% ·
posisi baru bersih +3.4%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 8.50M | +0.7% | $483.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Wealthfront Advisers LLC | 6.20M | +21.3% | $352.52M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.87M | +4.6% | $106.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.87M | +4.6% | $106.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.84M | -5.0% | $104.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.84M | -5.0% | $104.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.84M | -5.0% | $104.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 1.81M | -5.2% | $102.75M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | LPL Financial LLC | 1.15M | +16.0% | $65.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 1.02M | +88.2% | $58.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mariner, LLC | 918.58K | +1.4% | $52.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Mariner, LLC | 918.58K | +1.4% | $52.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Mariner, LLC | 918.58K | +1.4% | $52.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (pasif) | 882.81K | +271.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (pasif) | 882.81K | +271.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (pasif) | 882.81K | +271.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 681.79K | +4.5% | $38.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 681.79K | +4.5% | $38.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 681.79K | +4.5% | $38.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 681.79K | +4.5% | $38.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 657.46K | +8.0% | $37.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 657.46K | +8.0% | $37.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 657.17K | +19.6% | $37.37M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 531.88K | -0.9% | $30.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 471.64K | +4.7% | $26.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 471.64K | +4.7% | $26.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 471.64K | +4.7% | $26.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 471.64K | +4.7% | $26.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 471.64K | +4.7% | $26.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 471.64K | +4.7% | $26.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Focus Partners Wealth | 404.36K | +17.6% | $23.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 391.73K | +5.1% | $22.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Alliancebernstein L.P. | 366.34K | +8.3% | $21.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cetera Investment Advisers | 368.51K | -2.5% | $20.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Captrust Financial Advisors | 356.43K | +1.4% | $20.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cerity Partners LLC | 331.07K | +31.8% | $18.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cerity Partners LLC | 331.07K | +31.8% | $18.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Sei Investments Co | 308.91K | +0.7% | $17.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Creative Planning | 277.42K | +26.2% | $15.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Creative Planning | 277.42K | +26.2% | $15.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 243.49K | -6.0% | $13.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 206.12K | +45.9% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Jane Street Group, Llc | 172.58K | +22.4% | $9.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 162.76K | +32.0% | $9.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 150.69K | -1.3% | $8.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 150.69K | -1.3% | $8.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 150.69K | -1.3% | $8.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Raymond James Financial Inc | 144.71K | -5.6% | $8.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Raymond James Financial Inc | 144.71K | -5.6% | $8.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Commonwealth Equity Services, Llc | 126.01K | +1.2% | $7.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | HighTower Advisors, LLC | 113.69K | +75.0% | $6.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Cwm, Llc | 112.94K | -12.5% | $6.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Kayne Anderson Rudnick Investment… | 103.08K | +5.6% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Deutsche Bank Ag\ | 96.38K | 0.0% | $5.48M | 0.0% | Held | 2 | SEC ↗ |
| 55 | Mml Investors Services, Llc | 90.38K | -12.6% | $5.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Fifth Third Bancorp | 70.00K | Baru | $3.98M | 0.0% | New | 1 | SEC ↗ |
| 57 | Stifel Financial Corp | 61.82K | +23.5% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Stifel Financial Corp | 61.82K | +23.5% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Stifel Financial Corp | 61.82K | +23.5% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Quantinno Capital Management LP | 55.00K | +15.3% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Osaic Holdings, Inc. | 53.86K | -65.5% | $3.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Osaic Holdings, Inc. | 53.86K | -65.5% | $3.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Citadel Advisors ✦ | 40.76K | +98.5% | $2.32M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 64 | Empower Advisory Group, LLC | 38.53K | +4.0% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Allspring Global Investments… | 37.24K | +30.6% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Rockefeller Capital Management L.P. | 33.07K | +26.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Corient Private Wealth LP | 27.59K | -57.1% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Hsbc Holdings Plc | 21.23K | -53.1% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Hsbc Holdings Plc | 21.23K | -53.1% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Renaissance Technologies ✦ | 18.70K | -83.4% | $1.06M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 71 | Wealth Enhancement Advisory… | 17.69K | -23.1% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Franklin Resources Inc | 14.98K | Baru | $851,763 | 0.0% | New | 1 | SEC ↗ |
| 73 | Goldman Sachs Group ✦ | 13.78K | -61.0% | $783,417 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Lido Advisors, LLC | 12.22K | -19.4% | $695,102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Brown Advisory Inc | 12.08K | +0.2% | $686,704 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Baird Financial Group, Inc. | 7.79K | 0.0% | $443,053 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Fisher Asset Management ✦ | 6.07K | -14.9% | $344,938 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 78 | Truist Financial Corp | 4.46K | Baru | $253,527 | 0.0% | New | 1 | SEC ↗ |
| 79 | Citigroup Inc | 4.40K | 0.0% | $250,184 | 0.0% | Held | 2 | SEC ↗ |
| 80 | Northern Trust Corp | 3.83K | 0.0% | $217,490 | 0.0% | Held | 2 | SEC ↗ |
| 81 | Us Bancorp \De\ | 2.41K | -97.5% | $136,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Us Bancorp \De\ | 2.41K | -97.5% | $136,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Qube Research & Technologies Ltd | 558 | -83.5% | $31,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 352 | +0.3% | $20,015 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Bnp Paribas Financial Markets | 38 | -99.9% | $2,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fifth Third Bancorp | $3.98M | 0.0% |
| Franklin Resources Inc | $851,763 | 0.0% |
| Truist Financial Corp | $253,527 | 0.0% |
Telah keluar
| Millennium Management | $416,125 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 346 pemegang, 49.72M saham, $2.80B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API