Ishrs SH-TRM Ca Muni Act ETFCALIETF
13F holders, Q3 2025 (September 30)66holders +18
20new positions
2sold out
1famous investor
$50.65avg. 13F price*
At the end of Q3 2025, 66 institutions reported holding Ishrs SH-TRM Ca Muni Act ETF (CALI) in their 13F filings, up 18 from Q2 2025. 20 opened new positions and 2 sold out. The largest holders were Elmwood Wealth Management, Inc. ($7.8M), LPL Financial LLC ($7.1M) and Ariadne Wealth Management, LP ($6.4M). 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 (Q3 2025)
- CUSIP
- 092528884
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $9.0M |
| Exits | 2 | $481K |
All 13F filers, Q2 2025 → Q3 2025: 373,373 shares bought and 96,582 shares sold, net +276,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Elmwood Wealth Management, Inc. | 2.76% | Add +6.7% | 153,640 | $7.8M |
| LPL Financial LLC | 0.00% | Add +36.8% | 140,774 | $7.1M |
| Ariadne Wealth Management, LP | 2.86% | Reduce -4.8% | 126,412 | $6.4M |
| Citizens Financial Group Inc. | 0.05% | Reduce -2.4% | 70,047 | $3.5M |
| NDWM LLC | 2.08% | Add +62.5% | 60,398 | $3.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +188.8% | 45,370 | $2.3M |
| Financial Management Network Inc. | 0.33% | Add +34.9% | 39,049 | $2.0M |
| Composition Wealth, LLC | 0.03% | New | 35,090 | $1.8M |
| Axxcess Wealth Management, LLC | 0.04% | Add +102.0% | 34,342 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +99.7% | 32,800 | $1.7M |
| Elequin Capital, LP | 0.13% | Reduce -37.9% | 29,550 | $1.5M |
| Cary Street Partners Financial LLC | 0.03% | New | 25,739 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +291.0% | 23,324 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | No change | 22,839 | $1.2M |
| SOL Capital Management CO | 0.10% | No change | 21,400 | $1.1M |
| Fort Point Capital Partners LLC | 0.13% | No change | 20,881 | $1.1M |
| Johnson Bixby & Associates, LLC | 0.13% | No change | 19,922 | $1.0M |
| WESPAC Advisors SoCal, LLC | 0.20% | New | 19,077 | $967K |
| Mariner, LLC | 0.00% | Add +21.2% | 18,573 | $941K |
| Old Mission Capital LLC | 0.03% | Add +360.6% | 18,284 | $926K |
| Members Wealth LLC | 0.50% | — | 15,647 | $791K |
| Client First Capital LLC | 0.34% | Reduce -0.3% | 15,235 | $772K |
| Fairview Capital Investment Management, LLC | 0.04% | No change | 15,000 | $760K |
| Valmark Advisers, Inc. | 0.01% | New | 14,872 | $754K |
| Richard P Slaughter Associates Inc | 0.16% | Add +25.1% | 14,417 | $731K |
| Meridian Wealth Management, LLC | 0.03% | New | 14,000 | $709K |
| Osaic Holdings, Inc. | 0.00% | Add +9.8% | 14,011 | $709K |
| Perigon Wealth Management, LLC | 0.01% | Add +172.3% | 13,630 | $691K |
| TriaGen Wealth Management LLC | 0.17% | Add +19.4% | 13,106 | $664K |
| Sweeney & Michel, LLC | 0.19% | Add +0.6% | 11,143 | $564K |
| Archvest Wealth Advisors, Inc. | 0.46% | Add +1.0% | 10,071 | $510K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 10,000 | $507K |
| Atlas Private Wealth Advisors | 0.12% | Reduce -41.3% | 9,690 | $491K |
| Capital Advantage, Inc. | 0.07% | Add +0.4% | 9,639 | $488K |
| Tru Independence Asset Management 2, LLC | 0.30% | Reduce -4.8% | 9,137 | $463K |
| NewEdge Advisors, LLC | 0.00% | Reduce -53.6% | 8,631 | $437K |
| Bell Investment Advisors, Inc | 0.07% | Add +9.6% | 8,506 | $431K |
| Rwa Wealth Partners, LLC | 0.00% | New | 7,817 | $396K |
| Shared Vision Wealth Group LLC | 0.15% | New | 6,905 | $349K |
| Bailard, Inc. | 0.01% | New | 6,735 | $341K |
| Brookstone Capital Management | 0.00% | New | 6,297 | $319K |
| Citadel Advisors | 0.00% | New | 6,232 | $316K |
| Cerity Partners LLC | 0.00% | New | 6,081 | $308K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.8% | 6,009 | $305K |
| Graybill Wealth Management, LTD. | 0.09% | New | 6,000 | $304K |
| Integrated Advisors Network LLC | 0.01% | New | 5,946 | $301K |
| Ehrlich Financial Group | 0.18% | No change | 5,935 | $301K |
| Jane Street Group, LLC | 0.00% | Reduce -88.8% | 5,374 | $272K |
| NWF Advisory Services Inc. | 0.03% | No change | 5,358 | $271K |
| Mutual Advisors, LLC | 0.01% | No change | 5,000 | $253K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.9% | 4,883 | $247K |
| Cetera Investment Advisers | 0.00% | Add +6.2% | 4,811 | $244K |
| Ridgecrest Wealth Partners, LLC | 0.11% | New | 4,750 | $241K |
| Savvy Advisors, Inc. | 0.01% | Add +14.7% | 4,620 | $234K |
| Shira Ridge Wealth Management | 0.10% | Reduce -0.9% | 4,447 | $225K |
| Peak Financial Management, Inc. | 0.06% | New | 4,400 | $223K |
| GC Wealth Management RIA, LLC | 0.01% | New | 4,304 | $218K |
| FLC Capital Advisors | 0.04% | No change | 4,265 | $216K |
| Morgan Stanley | 0.00% | No change | 2,500 | $127K |
| Cheviot Value Management, LLC | 0.01% | No change | 1,750 | $89K |
| U S Global Investors Inc. | 0.01% | New | 1,126 | $57K |
| Wells Fargo & Company | 0.00% | No change | 995 | $50K |
| JPMorgan Chase & Co. | 0.00% | New | 910 | $46K |
| Smartleaf Asset Management LLC | 0.00% | New | 749 | $38K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 496 | $25K |
| Advisory Services Network, LLC | 0.00% | New | 381 | $19K |
"% 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.