证券记录 · 已归档季度
CMF
iShares California Muni Bond ETF · Financial Services · Asset Management - Bonds
59被追踪持有人
+2Δ持有人
32.27M持有股份
$1.83B报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +3.5% ·
股份流向 +8.8% ·
净新建仓位 +3.4%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
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 | −1 |
| 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 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 1.84M | -5.0% | $104.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Fidelity (FMR) ✦ | 1.81M | -5.2% | $102.75M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | LPL Financial LLC | 1.15M | +16.0% | $65.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 1.02M | +88.2% | $58.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mariner, LLC | 918.58K | +1.4% | $52.22M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | BlackRock ✦ (被动) | 882.81K | +271.6% | $50.20M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 10 | JPMorgan Chase ✦ | 681.79K | +4.5% | $38.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Wells Fargo & Company/Mn | 657.46K | +8.0% | $37.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Mercer Global Advisors Inc /Adv | 657.17K | +19.6% | $37.37M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 531.88K | -0.9% | $30.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 471.64K | +4.7% | $26.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 15 | Focus Partners Wealth | 404.36K | +17.6% | $23.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Assetmark, Inc | 391.73K | +5.1% | $22.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Alliancebernstein L.P. | 366.34K | +8.3% | $21.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 368.51K | -2.5% | $20.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Captrust Financial Advisors | 356.43K | +1.4% | $20.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 331.07K | +31.8% | $18.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Sei Investments Co | 308.91K | +0.7% | $17.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Creative Planning | 277.42K | +26.2% | $15.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Ameriprise Financial Inc | 243.49K | -6.0% | $13.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 206.12K | +45.9% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 172.58K | +22.4% | $9.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 162.76K | +32.0% | $9.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 150.69K | -1.3% | $8.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Raymond James Financial Inc | 144.71K | -5.6% | $8.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Commonwealth Equity Services, Llc | 126.01K | +1.2% | $7.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 113.69K | +75.0% | $6.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cwm, Llc | 112.94K | -12.5% | $6.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Kayne Anderson Rudnick Investment… | 103.08K | +5.6% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Deutsche Bank Ag\ | 96.38K | 0.0% | $5.48M | 0.0% | Held | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 90.38K | -12.6% | $5.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 70.00K | 新增 | $3.98M | 0.0% | New | 1 | SEC ↗ |
| 36 | Stifel Financial Corp | 61.82K | +23.5% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Quantinno Capital Management LP | 55.00K | +15.3% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 53.86K | -65.5% | $3.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Citadel Advisors ✦ | 40.76K | +98.5% | $2.32M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 40 | Empower Advisory Group, LLC | 38.53K | +4.0% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Allspring Global Investments… | 37.24K | +30.6% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 33.07K | +26.5% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Corient Private Wealth LP | 27.59K | -57.1% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Hsbc Holdings Plc | 21.23K | -53.1% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Renaissance Technologies ✦ | 18.70K | -83.4% | $1.06M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 17.69K | -23.1% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Franklin Resources Inc | 14.98K | 新增 | $851,763 | 0.0% | New | 1 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 13.78K | -61.0% | $783,417 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Lido Advisors, LLC | 12.22K | -19.4% | $695,102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Brown Advisory Inc | 12.08K | +0.2% | $686,704 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Baird Financial Group, Inc. | 7.79K | 0.0% | $443,053 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Fisher Asset Management ✦ | 6.07K | -14.9% | $344,938 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 53 | Truist Financial Corp | 4.46K | 新增 | $253,527 | 0.0% | New | 1 | SEC ↗ |
| 54 | Citigroup Inc | 4.40K | 0.0% | $250,184 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Northern Trust Corp | 3.83K | 0.0% | $217,490 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Us Bancorp \De\ | 2.41K | -97.5% | $136,806 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 57 | Qube Research & Technologies Ltd | 558 | -83.5% | $31,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 352 | +0.3% | $20,015 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 38 | -99.9% | $2,161 | 0.0% | ▼ Trim | 2 | 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
| Fifth Third Bancorp | $3.98M | 0.0% |
| Franklin Resources Inc | $851,763 | 0.0% |
| Truist Financial Corp | $253,527 | 0.0% |
已清仓
| Millennium Management | $416,125 | 曾为 0.0% |
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: Q1 2026 ·
方法论 ·
通过API获取此数据