Ishrs SH-TRM Ca Muni Act ETFCALIETF
13F holders, Q4 2025 (December 31)78holders +12
13new positions
8sold out
1famous investor
$50.49avg. 13F price*
At the end of Q4 2025, 78 institutions reported holding Ishrs SH-TRM Ca Muni Act ETF (CALI) in their 13F filings, up 12 from Q3 2025. 13 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($8.7M), Elmwood Wealth Management, Inc. ($8.3M) and Wealth Enhancement Advisory Services, LLC ($6.8M). 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 (Q4 2025)
- CUSIP
- 092528884
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $7.1M |
| Exits | 8 | $5.7M |
All 13F filers, Q3 2025 → Q4 2025: 499,972 shares bought and 138,974 shares sold, net +360,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| LPL Financial LLC | 0.00% | Add +22.7% | 172,758 | $8.7M |
| Elmwood Wealth Management, Inc. | 2.62% | Add +6.9% | 164,258 | $8.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +478.7% | 134,985 | $6.8M |
| Ariadne Wealth Management, LP | 2.68% | Add +1.4% | 128,176 | $6.5M |
| Citizens Financial Group Inc. | 0.05% | Add +0.7% | 70,549 | $3.6M |
| DeLarme Wealth Management, Inc. | 2.51% | — | 69,954 | $3.5M |
| NDWM LLC | 2.17% | Add +7.7% | 65,051 | $3.3M |
| Sweeney & Michel, LLC | 0.82% | Add +389.3% | 54,521 | $2.8M |
| Global Retirement Partners, LLC | 0.04% | Add +119.3% | 50,089 | $2.5M |
| Financial Management Network Inc. | 0.38% | Add +23.1% | 48,085 | $2.4M |
| Axxcess Wealth Management, LLC | 0.04% | Add +25.5% | 43,085 | $2.2M |
| First American Trust, FSB | 0.14% | New | 39,983 | $2.0M |
| Ballast Rock Private Wealth LLC | 1.09% | — | 34,595 | $1.7M |
| Mariner, LLC | 0.00% | Add +85.4% | 34,426 | $1.7M |
| Savvy Advisors, Inc. | 0.05% | Add +599.4% | 32,312 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.7% | 32,234 | $1.6M |
| Elequin Capital, LP | 0.23% | Reduce -1.6% | 29,065 | $1.5M |
| Composition Wealth, LLC | 0.02% | Reduce -22.8% | 27,090 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | Add +1.9% | 26,239 | $1.3M |
| Perigon Wealth Management, LLC | 0.02% | Add +78.3% | 24,300 | $1.2M |
| WESPAC Advisors SoCal, LLC | 0.25% | Add +26.9% | 24,218 | $1.2M |
| U S Global Investors Inc. | 0.12% | Add +1853.8% | 22,000 | $1.1M |
| KWB Wealth | 0.10% | New | 21,339 | $1.1M |
| Fort Point Capital Partners LLC | 0.13% | No change | 20,881 | $1.1M |
| Kanawha Capital Management LLC | 0.07% | New | 19,000 | $959K |
| Members Wealth LLC | 0.60% | Add +20.8% | 18,901 | $956K |
| Fairview Capital Investment Management, LLC | 0.04% | Add +4.0% | 15,600 | $787K |
| SOL Capital Management CO | 0.07% | Reduce -28.7% | 15,250 | $770K |
| TriaGen Wealth Management LLC | 0.20% | Add +15.7% | 15,166 | $765K |
| Client First Capital LLC | 0.32% | Reduce -1.7% | 14,974 | $756K |
| Valmark Advisers, Inc. | 0.01% | No change | 14,872 | $750K |
| Meridian Wealth Management, LLC | 0.02% | No change | 14,000 | $706K |
| Shared Vision Wealth Group LLC | 0.28% | Add +99.8% | 13,793 | $698K |
| Richard P Slaughter Associates Inc | 0.14% | Reduce -8.9% | 13,139 | $663K |
| Sound Portfolio Advisors, LLC | 0.54% | — | 12,625 | $637K |
| Perennial Investment Advisors, LLC | 0.05% | New | 12,554 | $634K |
| Diversified Portfolios, Inc. | 0.05% | New | 12,475 | $629K |
| Atlas Private Wealth Advisors | 0.13% | Add +10.2% | 10,676 | $539K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,450 | $527K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 10,000 | $505K |
| Bailard, Inc. | 0.01% | Add +45.1% | 9,775 | $493K |
| FLC Capital Advisors | 0.09% | Add +119.7% | 9,368 | $473K |
| Capital Advantage, Inc. | 0.06% | Reduce -3.4% | 9,313 | $470K |
| Tru Independence Asset Management 2, LLC | 0.29% | No change | 9,137 | $461K |
| Rwa Wealth Partners, LLC | 0.01% | Add +16.5% | 9,104 | $459K |
| NewEdge Advisors, LLC | 0.00% | Add +0.6% | 8,680 | $438K |
| Bell Investment Advisors, Inc | 0.07% | Add +1.9% | 8,670 | $437K |
| Weaver Consulting Group | 0.10% | New | 8,500 | $429K |
| Selby Wealth Management, LLC | 0.17% | — | 8,293 | $418K |
| Cetera Investment Advisers | 0.00% | Add +45.3% | 6,991 | $353K |
| Union Savings Bank | 0.15% | — | 6,931 | $350K |
| Ehrlich Financial Group | 0.20% | Add +16.4% | 6,907 | $349K |
| Citadel Advisors | 0.00% | Add +6.2% | 6,616 | $334K |
| Osaic Holdings, Inc. | 0.00% | Reduce -55.8% | 6,196 | $313K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 6,014 | $303K |
| Graybill Wealth Management, LTD. | 0.09% | No change | 6,000 | $303K |
| Integrated Advisors Network LLC | 0.01% | No change | 5,946 | $300K |
| Stone Summit Wealth LLC | 0.08% | New | 5,834 | $294K |
| NWF Advisory Services Inc. | 0.03% | No change | 5,358 | $270K |
| Mutual Advisors, LLC | 0.01% | No change | 5,000 | $252K |
| Bridgewater Advisors Inc. | 0.01% | New | 4,577 | $232K |
| Shira Ridge Wealth Management | 0.09% | Reduce -0.5% | 4,426 | $223K |
| Peak Financial Management, Inc. | 0.06% | No change | 4,400 | $222K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.2% | 4,336 | $219K |
| GC Wealth Management RIA, LLC | 0.01% | No change | 4,304 | $217K |
| Chatterton & Associates Inc. | 0.18% | — | 4,231 | $213K |
| River's Edge Wealth Management, LLC | 0.20% | — | 4,111 | $208K |
| Ridgecrest Wealth Partners, LLC | 0.11% | Reduce -15.8% | 4,000 | $202K |
| Sowell Financial Services LLC | 0.01% | New | 3,976 | $201K |
| Morgan Stanley | 0.00% | No change | 2,500 | $126K |
| JPMorgan Chase & Co. | 0.00% | Add +147.1% | 2,249 | $113K |
| Cheviot Value Management, LLC | 0.01% | No change | 1,750 | $89K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,726 | $87K |
| Smartleaf Asset Management LLC | 0.00% | Add +47.1% | 1,102 | $56K |
| Sunrise Financial Services, LLC | 0.04% | — | 1,000 | $50K |
| Allworth Financial LP | 0.00% | New | 574 | $29K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 496 | $25K |
| UBS Group AG | 0.00% | New | 1 | $50 |
"% 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.