Ishrs SH-TRM Ca Muni Act ETFCALIETF
13F holders, Q2 2025 (June 30)48holders +17
20new positions
4sold out
$50.46avg. 13F price*
At the end of Q2 2025, 48 institutions reported holding Ishrs SH-TRM Ca Muni Act ETF (CALI) in their 13F filings, up 17 from Q1 2025. 20 opened new positions and 4 sold out. The largest holders were Elmwood Wealth Management, Inc. ($7.3M), Ariadne Wealth Management, LP ($6.7M) and LPL Financial LLC ($5.2M).
- Company
- Ishrs SH-TRM Ca Muni Act ETF
- Filed as
- BLACKROCK ETF TRUST II (Q2 2025)
- CUSIP
- 092528884
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $12.7M |
| Exits | 4 | $1.1M |
All 13F filers, Q1 2025 → Q2 2025: 527,950 shares bought and 65,377 shares sold, net +462,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Elmwood Wealth Management, Inc. | 2.88% | Add +3.7% | 143,982 | $7.3M |
| Ariadne Wealth Management, LP | 3.21% | Add +1063.5% | 132,761 | $6.7M |
| LPL Financial LLC | 0.00% | Add +409.1% | 102,923 | $5.2M |
| Citizens Financial Group Inc. | 0.06% | Add +0.5% | 71,799 | $3.6M |
| Jane Street Group, LLC | 0.00% | Add +198.1% | 48,109 | $2.4M |
| Elequin Capital, LP | 0.77% | New | 47,570 | $2.4M |
| NDWM LLC | 1.37% | New | 37,169 | $1.9M |
| Financial Management Network Inc. | 0.26% | Reduce -11.9% | 28,938 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | — | 22,839 | $1.2M |
| SOL Capital Management CO | 0.10% | New | 21,400 | $1.1M |
| Fort Point Capital Partners LLC | 0.11% | Reduce -59.0% | 20,881 | $1.1M |
| Johnson Bixby & Associates, LLC | 0.14% | New | 19,922 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Add +10.2% | 18,597 | $938K |
| Axxcess Wealth Management, LLC | 0.02% | New | 17,000 | $858K |
| Atlas Private Wealth Advisors | 0.11% | Add +212.1% | 16,497 | $832K |
| HighTower Advisors, LLC | 0.00% | Add +63.1% | 16,427 | $829K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -26.7% | 15,712 | $793K |
| Mariner, LLC | 0.00% | New | 15,323 | $773K |
| Client First Capital LLC | 0.36% | New | 15,273 | $771K |
| Fairview Capital Investment Management, LLC | 0.04% | New | 15,000 | $757K |
| Osaic Holdings, Inc. | 0.00% | Add +34.5% | 12,756 | $644K |
| Richard P Slaughter Associates Inc | 0.12% | Reduce -6.8% | 11,523 | $581K |
| Sweeney & Michel, LLC | 0.20% | Add +38.1% | 11,073 | $558K |
| TriaGen Wealth Management LLC | 0.17% | Add +0.2% | 10,979 | $554K |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,000 | $505K |
| Archvest Wealth Advisors, Inc. | 0.44% | New | 9,972 | $503K |
| Tru Independence Asset Management 2, LLC | 0.33% | Add +5.1% | 9,603 | $484K |
| Capital Advantage, Inc. | 0.08% | Add +99.4% | 9,602 | $484K |
| AlphaStar Capital Management, LLC | 0.03% | New | 8,615 | $435K |
| Bell Investment Advisors, Inc | 0.07% | Add +0.7% | 7,761 | $392K |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.2% | 6,888 | $348K |
| Union Savings Bank | 0.15% | Add +34.0% | 6,554 | $331K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 5,965 | $300K |
| Ehrlich Financial Group | 0.19% | No change | 5,935 | $299K |
| NWF Advisory Services Inc. | 0.03% | New | 5,358 | $270K |
| Perigon Wealth Management, LLC | 0.01% | New | 5,005 | $253K |
| Mutual Advisors, LLC | 0.01% | No change | 5,000 | $252K |
| Farther Finance Advisors, LLC | 0.00% | New | 4,791 | $242K |
| Cetera Investment Advisers | 0.00% | Reduce -33.3% | 4,531 | $229K |
| Shira Ridge Wealth Management | 0.10% | New | 4,487 | $226K |
| FLC Capital Advisors | 0.04% | No change | 4,265 | $215K |
| Savvy Advisors, Inc. | 0.01% | No change | 4,027 | $203K |
| Old Mission Capital LLC | 0.01% | New | 3,970 | $200K |
| Morgan Stanley | 0.00% | New | 2,500 | $126K |
| Cheviot Value Management, LLC | 0.01% | New | 1,750 | $88K |
| Wells Fargo & Company | 0.00% | New | 995 | $50K |
| UBS Group AG | 0.00% | Add +702.6% | 915 | $46K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 496 | $25K |
"% 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.