Ishrs SH-TRM Ca Muni Act ETFCALIETF
13F holders, Q4 2024 (December 31)20holders +2
4new positions
4sold out
$50.17avg. 13F price*
At the end of Q4 2024, 20 institutions reported holding Ishrs SH-TRM Ca Muni Act ETF (CALI) in their 13F filings, up 2 from Q3 2024. 4 opened new positions and 4 sold out. The largest holders were Elmwood Wealth Management, Inc. ($6.3M), Citizens Financial Group Inc. ($3.6M) and Financial Management Network Inc. ($1.3M).
- Company
- Ishrs SH-TRM Ca Muni Act ETF
- Filed as
- BLACKROCK ETF TRUST II (Q4 2024)
- CUSIP
- 092528884
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $981K |
| Exits | 4 | $2.0M |
All 13F filers, Q3 2024 → Q4 2024: 71,106 shares bought and 50,231 shares sold, net +20,875 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Elmwood Wealth Management, Inc. | 2.53% | Add +6.4% | 124,817 | $6.3M |
| Citizens Financial Group Inc. | 0.07% | Add +0.8% | 71,921 | $3.6M |
| Financial Management Network Inc. | 0.26% | Add +488.1% | 25,160 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +280.1% | 18,842 | $945K |
| NewEdge Advisors, LLC | 0.01% | Reduce -36.2% | 17,442 | $875K |
| TriaGen Wealth Management LLC | 0.19% | Add +2.0% | 11,531 | $578K |
| Ariadne Wealth Management, LP | 0.25% | Add +142.5% | 11,070 | $557K |
| Tru Independence Asset Management 2, LLC | 0.38% | No change | 9,137 | $458K |
| Richard P Slaughter Associates Inc | 0.10% | Add +13.8% | 8,962 | $450K |
| Members Wealth LLC | 0.31% | — | 8,368 | $420K |
| Cetera Investment Advisers | 0.00% | New | 7,915 | $397K |
| Bell Investment Advisors, Inc | 0.07% | Add +1.0% | 7,676 | $385K |
| Savvy Advisors, Inc. | 0.04% | Add +13.8% | 6,860 | $344K |
| Osaic Holdings, Inc. | 0.00% | New | 6,661 | $334K |
| Ehrlich Financial Group | 0.21% | No change | 5,935 | $298K |
| Mutual Advisors, LLC | 0.01% | No change | 5,000 | $251K |
| Capital Advantage, Inc. | 0.04% | New | 4,816 | $242K |
| Compass Wealth Management LLC | 0.03% | No change | 2,581 | $129K |
| Richards, Merrill & Peterson, Inc. | 0.03% | — | 1,000 | $50K |
| UBS Group AG | 0.00% | New | 163 | $8K |
"% 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.