Ishrs SH-TRM Ca Muni Act ETFCALIETF
13F holders, Q2 2026 (June 30)107holders +16
23new positions
11sold out
1famous investor
$50.52avg. 13F price*
At the end of Q2 2026, 107 institutions reported holding Ishrs SH-TRM Ca Muni Act ETF (CALI) in their 13F filings, up 16 from Q1 2026. 23 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($17.5M), Citizens Financial Group Inc. ($14.5M) and Global Retirement Partners, LLC ($14.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishrs SH-TRM Ca Muni Act ETF
- Filed as
- BLACKROCK ETF TRUST II (Q2 2026)
- CUSIP
- 092528884
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $16.2M |
| Exits | 11 | $7.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,036,741 shares bought and 299,799 shares sold, net +736,942 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| LPL Financial LLC | 0.00% | Add +41.4% | 345,438 | $17.5M |
| Citizens Financial Group Inc. | 0.17% | Add +461.9% | 286,382 | $14.5M |
| Global Retirement Partners, LLC | 0.21% | — | 276,204 | $14.0M |
| Elmwood Wealth Management, Inc. | 2.90% | Add +8.3% | 229,610 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.7% | 149,618 | $7.5M |
| First American Trust, FSB | 0.32% | Add +74.3% | 103,845 | $5.2M |
| DeLarme Wealth Management, Inc. | 2.82% | Add +8.1% | 96,404 | $4.9M |
| NDWM LLC | 2.64% | Add +5.9% | 88,772 | $4.5M |
| Sweeney & Michel, LLC | 1.11% | Add +26.0% | 84,322 | $4.2M |
| Composition Wealth, LLC | 0.04% | Reduce -17.7% | 66,419 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +95.3% | 64,912 | $3.3M |
| Elequin Capital, LP | 0.57% | New | 64,841 | $3.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +10.3% | 58,359 | $2.9M |
| Bailard, Inc. | 0.06% | Add +490.9% | 57,765 | $2.9M |
| HUB Investment Partners, LLC | 0.05% | Add +582.8% | 48,922 | $2.5M |
| Precision Wealth Strategies, LLC | 0.74% | New | 48,758 | $2.5M |
| Financial Management Network Inc. | 0.31% | Add +39.8% | 43,010 | $2.2M |
| Pasadena Private Wealth, LLC | 0.28% | Add +31.9% | 42,671 | $2.2M |
| Atlas Private Wealth Advisors | 0.37% | Add +50.5% | 33,089 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 32,127 | $1.6M |
| TriaGen Wealth Management LLC | 0.39% | Add +35.2% | 31,020 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +57.2% | 30,477 | $1.5M |
| M. Kulyk & Associates, LLC | 0.25% | Add +101.9% | 30,138 | $1.5M |
| Wrapmanager Inc. | 0.47% | New | 29,541 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.01% | New | 28,644 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +45.3% | 27,478 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | No change | 26,239 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +71.2% | 26,194 | $1.3M |
| Kanawha Capital Management LLC | 0.09% | Add +8.3% | 26,000 | $1.3M |
| KWB Wealth | 0.11% | Add +20.6% | 25,732 | $1.3M |
| FLC Capital Advisors | 0.20% | Add +33.9% | 23,991 | $1.2M |
| Members Wealth LLC | 0.66% | Add +19.8% | 23,810 | $1.2M |
| Kera Capital Partners, Inc. | 0.11% | New | 23,579 | $1.2M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -5.1% | 23,050 | $1.2M |
| Private Advisor Group, LLC | 0.01% | New | 21,841 | $1.1M |
| Perennial Investment Advisors, LLC | 0.07% | Add +6.9% | 20,929 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -41.2% | 20,700 | $1.0M |
| Shared Vision Wealth Group LLC | 0.36% | No change | 20,687 | $1.0M |
| Fairview Capital Investment Management, LLC | 0.05% | Add +6.3% | 17,000 | $859K |
| Mutual Advisors, LLC | 0.02% | Add +11.3% | 16,787 | $848K |
| Diversified Portfolios, Inc. | 0.06% | Add +42.9% | 15,771 | $797K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 15,580 | $787K |
| Tortuga Wealth Management, Inc | 0.58% | Add +86.1% | 15,149 | $766K |
| Cetera Investment Advisers | 0.00% | Add +78.9% | 14,262 | $721K |
| Meridian Wealth Management, LLC | 0.02% | No change | 14,000 | $707K |
| Mariner, LLC | 0.00% | Reduce -60.7% | 13,360 | $675K |
| UBS Group AG | 0.00% | Add +72100.0% | 12,996 | $657K |
| Ariadne Wealth Management, LP | 0.29% | Reduce -18.8% | 12,927 | $653K |
| Savvy Advisors, Inc. | 0.01% | Reduce -62.5% | 11,884 | $601K |
| Sound Portfolio Advisors, LLC | 0.41% | Reduce -9.4% | 11,516 | $582K |
| Richard P Slaughter Associates Inc | 0.11% | Reduce -22.6% | 11,389 | $576K |
| Selby Wealth Management, LLC | 0.20% | Add +32.6% | 10,997 | $556K |
| Sowell Financial Services LLC | 0.02% | Add +24.2% | 10,407 | $526K |
| Weaver Consulting Group | 0.11% | Add +8.4% | 10,300 | $521K |
| V2 Financial group LLC | 0.19% | Add +3.6% | 10,250 | $518K |
| Kroeger Financial Partners | 0.50% | — | 10,167 | $514K |
| WESPAC Advisors SoCal, LLC | 0.09% | Reduce -52.1% | 9,906 | $501K |
| Flatrock Wealth Partners LLC | 0.19% | New | 9,341 | $472K |
| Capital Advantage, Inc. | 0.06% | No change | 9,313 | $471K |
| Tru Independence Asset Management 2, LLC | 0.25% | No change | 9,137 | $462K |
| Bristlecone Value Partners, LLC | 0.37% | Add +17.0% | 9,132 | $461K |
| Bell Investment Advisors, Inc | 0.07% | Add +0.6% | 8,756 | $443K |
| Shum Financial Group, Inc. | 0.26% | New | 8,592 | $434K |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.4% | 8,519 | $431K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 8,514 | $430K |
| Apella Capital, LLC | 0.01% | Reduce -86.0% | 8,522 | $430K |
| Client First Capital LLC | 0.17% | Add +0.9% | 8,355 | $422K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -8.9% | 8,153 | $412K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.2% | 7,959 | $402K |
| Chatterton & Associates Inc. | 0.24% | Add +19.5% | 7,973 | $402K |
| Seeds Investor LLC | 0.04% | New | 7,713 | $390K |
| Creative Planning | 0.00% | Reduce -18.3% | 7,624 | $385K |
| Vance Wealth, LLC | 0.09% | New | 7,514 | $380K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.0% | 6,879 | $348K |
| Basso Capital Management, L.P. | 0.09% | New | 6,830 | $345K |
| 3 Factor Indexing, LLC | 0.29% | Reduce -1.4% | 6,789 | $343K |
| Compound Planning, Inc. | 0.01% | New | 6,435 | $325K |
| Shah Wealth Advisors, LLC | 0.07% | — | 6,380 | $322K |
| Ehrlich Financial Group | 0.17% | Reduce -8.1% | 6,349 | $321K |
| Graybill Wealth Management, LTD. | 0.08% | No change | 6,000 | $303K |
| Integrated Advisors Network LLC | 0.01% | No change | 5,946 | $300K |
| GC Wealth Management RIA, LLC | 0.02% | Add +23.7% | 5,923 | $299K |
| NWF Advisory Services Inc. | 0.03% | No change | 5,358 | $271K |
| Savant Capital, LLC | 0.00% | New | 5,354 | $271K |
| Abound Financial, LLC | 0.10% | New | 5,000 | $253K |
| Anchor Bay Capital, Inc. | 0.14% | — | 5,000 | $252K |
| Meritas Wealth Management, LLC | 0.10% | New | 4,969 | $251K |
| Stone Summit Wealth LLC | 0.06% | Reduce -28.9% | 4,916 | $248K |
| Betterment LLC | 0.00% | New | 4,758 | $240K |
| Trilogy Capital Inc. | 0.01% | New | 4,520 | $228K |
| Peak Financial Management, Inc. | 0.05% | No change | 4,400 | $222K |
| Bridgewater Advisors Inc. | 0.01% | Add +5.4% | 4,222 | $212K |
| River's Edge Wealth Management, LLC | 0.18% | Add +0.6% | 4,154 | $209K |
| Captrust Financial Advisors | 0.00% | New | 4,000 | $202K |
| Citadel Advisors | 0.00% | Reduce -74.6% | 3,988 | $202K |
| Union Savings Bank | 0.06% | No change | 2,954 | $149K |
| Morgan Stanley | 0.00% | No change | 2,500 | $126K |
| Sankala Group LLC | 0.07% | New | 2,201 | $111K |
| Cheviot Value Management, LLC | 0.01% | No change | 1,750 | $88K |
| Creative Financial Designs Inc. | 0.00% | New | 1,750 | $88K |
"% of holder's portfolio" is CALI's weight in each manager's 13F, not the share of Ishrs SH-TRM Ca Muni Act ETF the manager owns.