سجل الورقة المالية
CMF
iShares California Muni Bond ETF · Financial Services · Asset Management - Bonds
58الحاملون المتتبعون
0Δ المساهمون
35.29Mالأسهم المحتفظ بها
$2.03Bالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم +9.7% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 9.80M | +15.3% | $564.61M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Wealthfront Advisers LLC | 7.28M | +17.4% | $419.41M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.98M | +7.5% | $113.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.98M | +7.5% | $113.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.98M | +7.5% | $113.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.94M | +3.4% | $111.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.94M | +3.4% | $111.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.94M | +3.4% | $111.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 1.74M | -3.6% | $100.42M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | LPL Financial LLC | 1.31M | +14.2% | $75.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 1.12M | +9.5% | $64.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mariner, LLC | 931.42K | +1.4% | $53.69M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Mariner, LLC | 931.42K | +1.4% | $53.69M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (سلبي) | 865.88K | -1.9% | $49.91M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | BlackRock ✦ (سلبي) | 865.88K | -1.9% | $49.91M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 690.68K | +1.3% | $39.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 690.68K | +1.3% | $39.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 690.68K | +1.3% | $39.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 690.68K | +1.3% | $39.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 690.68K | +1.3% | $39.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 667.04K | +1.5% | $38.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 667.04K | +1.5% | $38.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 624.57K | -5.0% | $36.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 510.22K | +8.2% | $29.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 510.22K | +8.2% | $29.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 510.22K | +8.2% | $29.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 510.22K | +8.2% | $29.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 510.22K | +8.2% | $29.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | UBS Group AG | 503.44K | -5.3% | $29.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Focus Partners Wealth | 455.18K | +12.6% | $26.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 436.08K | +11.3% | $25.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Cerity Partners LLC | 390.58K | +18.0% | $22.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Cerity Partners LLC | 390.58K | +18.0% | $22.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Captrust Financial Advisors | 378.08K | +6.1% | $21.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Cetera Investment Advisers | 360.26K | -2.2% | $20.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Sei Investments Co | 327.19K | +5.9% | $18.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Alliancebernstein L.P. | 315.48K | -13.9% | $17.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Creative Planning | 273.15K | -1.5% | $15.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Creative Planning | 273.15K | -1.5% | $15.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 236.00K | -3.1% | $13.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 212.06K | +2.9% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 203.75K | +278.3% | $11.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 203.75K | +278.3% | $11.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 203.75K | +278.3% | $11.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 185.28K | +13.8% | $10.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 153.75K | +2.0% | $8.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 153.75K | +2.0% | $8.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Raymond James Financial Inc | 145.02K | +0.2% | $8.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Raymond James Financial Inc | 145.02K | +0.2% | $8.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Commonwealth Equity Services, Llc | 131.74K | +4.5% | $7.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | HighTower Advisors, LLC | 126.78K | +11.5% | $7.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Mml Investors Services, Llc | 120.75K | +33.6% | $6.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Renaissance Technologies ✦ | 111.07K | +494.0% | $6.40M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 54 | Deutsche Bank Ag\ | 96.38K | 0.0% | $5.56M | 0.0% | Held | 3 | SEC ↗ |
| 55 | Kayne Anderson Rudnick Investment… | 92.42K | -10.3% | $5.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Fifth Third Bancorp | 77.47K | +10.7% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Stifel Financial Corp | 67.78K | +9.6% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Stifel Financial Corp | 67.78K | +9.6% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Stifel Financial Corp | 67.78K | +9.6% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Quantinno Capital Management LP | 55.09K | +0.2% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 54.57K | +296.0% | $3.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | Empower Advisory Group, LLC | 47.70K | +23.8% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Bnp Paribas Financial Markets | 43.00K | +113057.9% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Rockefeller Capital Management L.P. | 36.36K | +9.9% | $2.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Citadel Advisors ✦ | 32.00K | -21.5% | $1.84M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 66 | Corient Private Wealth LP | 31.20K | +13.1% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Hsbc Holdings Plc | 20.88K | -1.6% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Hsbc Holdings Plc | 20.88K | -1.6% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Wealth Enhancement Advisory… | 20.79K | +17.5% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Franklin Resources Inc | 14.98K | 0.0% | $863,447 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Lido Advisors, LLC | 12.22K | 0.0% | $704,705 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Brown Advisory Inc | 12.11K | +0.2% | $697,779 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Fisher Asset Management ✦ | 11.09K | +82.9% | $639,419 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 74 | Us Bancorp \De\ | 11.03K | +358.5% | $635,884 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Us Bancorp \De\ | 11.03K | +358.5% | $635,884 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Baird Financial Group, Inc. | 8.93K | +14.5% | $514,437 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 6.11K | +1636.4% | $352,296 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Qube Research & Technologies Ltd | 6.11K | +994.6% | $352,065 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Nuveen, LLC | 5.04K | جديد | $290,564 | 0.0% | New | 1 | SEC ↗ |
| 80 | Northern Trust Corp | 4.73K | +23.8% | $272,868 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Citigroup Inc | 4.40K | 0.0% | $253,616 | 0.0% | Held | 3 | SEC ↗ |
| 82 | Financial Engines Advisors L.L.C. | 3.63K | جديد | $209,521 | 0.0% | New | 1 | SEC ↗ |
| 83 | Russell Investments Group, Ltd. | 1 | جديد | $86 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Nuveen, LLC | $290,564 | 0.0% |
| Financial Engines Advisors… | $209,521 | 0.0% |
| Russell Investments Group… | $86 | 0.0% |
تم الخروج
| Jane Street Group, Llc | $9.81M | كان 0.0% |
| Allspring Global Investments… | $2.12M | كان 0.0% |
| Truist Financial Corp | $253,527 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 346 المالكون, 49.72M الأسهم, $2.80B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
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