Ishrs SH-TRM Ca Muni Act ETFCALIETF
13F holders, Q1 2025 (March 31)31holders +11
10new positions
0sold out
$50.34avg. 13F price*
At the end of Q1 2025, 31 institutions reported holding Ishrs SH-TRM Ca Muni Act ETF (CALI) in their 13F filings, up 11 from Q4 2024. 10 opened new positions and 0 sold out. The largest holders were Elmwood Wealth Management, Inc. ($7.0M), Citizens Financial Group Inc. ($3.6M) and Fort Point Capital Partners LLC ($2.6M).
- Company
- Ishrs SH-TRM Ca Muni Act ETF
- Filed as
- BLACKROCK ETF TRUST II (Q1 2025)
- CUSIP
- 092528884
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.9M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 167,654 shares bought and 5,630 shares sold, net +162,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Elmwood Wealth Management, Inc. | 2.87% | Add +11.3% | 138,905 | $7.0M |
| Citizens Financial Group Inc. | 0.07% | Reduce -0.7% | 71,440 | $3.6M |
| Fort Point Capital Partners LLC | 0.29% | New | 50,965 | $2.6M |
| Financial Management Network Inc. | 0.37% | Add +30.6% | 32,866 | $1.7M |
| Integrated Wealth Concepts LLC | 0.01% | Add +13.8% | 21,441 | $1.1M |
| LPL Financial LLC | 0.00% | New | 20,215 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.3% | 16,871 | $850K |
| Jane Street Group, LLC | 0.00% | New | 16,141 | $813K |
| Geneos Wealth Management Inc. | 0.02% | New | 13,003 | $655K |
| Richard P Slaughter Associates Inc | 0.15% | Add +37.9% | 12,362 | $623K |
| Ariadne Wealth Management, LP | 0.30% | Add +3.1% | 11,410 | $572K |
| TriaGen Wealth Management LLC | 0.19% | Reduce -5.0% | 10,954 | $552K |
| HighTower Advisors, LLC | 0.00% | New | 10,071 | $507K |
| Osaic Holdings, Inc. | 0.00% | Add +42.4% | 9,485 | $478K |
| Tru Independence Asset Management 2, LLC | 0.34% | No change | 9,137 | $460K |
| Members Wealth LLC | 0.32% | No change | 8,368 | $421K |
| Sweeney & Michel, LLC | 0.18% | — | 8,017 | $401K |
| Bell Investment Advisors, Inc | 0.07% | Add +0.4% | 7,708 | $388K |
| Cetera Investment Advisers | 0.00% | Reduce -14.1% | 6,796 | $342K |
| Impact Capital Partners LLC | 0.11% | New | 5,948 | $300K |
| Ehrlich Financial Group | 0.22% | No change | 5,935 | $299K |
| Commonwealth Equity Services, LLC | 0.00% | New | 5,879 | $296K |
| Atlas Private Wealth Advisors | 0.04% | New | 5,286 | $266K |
| Mutual Advisors, LLC | 0.01% | No change | 5,000 | $251K |
| Union Savings Bank | 0.12% | New | 4,892 | $246K |
| Capital Advantage, Inc. | 0.04% | No change | 4,816 | $242K |
| FLC Capital Advisors | 0.05% | New | 4,265 | $215K |
| Savvy Advisors, Inc. | 0.02% | Reduce -41.3% | 4,027 | $203K |
| Compass Wealth Management LLC | 0.03% | No change | 2,581 | $130K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 1,000 | $50K |
| UBS Group AG | 0.00% | Reduce -30.1% | 114 | $6K |
"% 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.