Ishrs SH-TRM Ca Muni Act ETFCALIETF
13F holders, Q1 2026 (March 31)91holders +13
21new positions
7sold out
1famous investor
$50.43avg. 13F price*
At the end of Q1 2026, 91 institutions reported holding Ishrs SH-TRM Ca Muni Act ETF (CALI) in their 13F filings, up 13 from Q4 2025. 21 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($12.3M), Elmwood Wealth Management, Inc. ($10.7M) and Wealth Enhancement Advisory Services, LLC ($7.1M). 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 (Q1 2026)
- CUSIP
- 092528884
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $20.3M |
| Exits | 7 | $5.9M |
All 13F filers, Q4 2025 → Q1 2026: 754,042 shares bought and 296,314 shares sold, net +457,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| LPL Financial LLC | 0.00% | Add +41.5% | 244,383 | $12.3M |
| Elmwood Wealth Management, Inc. | 2.96% | Add +29.0% | 211,929 | $10.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +4.9% | 141,621 | $7.1M |
| DeLarme Wealth Management, Inc. | 2.90% | Add +27.5% | 89,165 | $4.5M |
| Jane Street Group, LLC | 0.00% | New | 89,159 | $4.5M |
| NDWM LLC | 2.74% | Add +28.9% | 83,830 | $4.2M |
| Composition Wealth, LLC | 0.06% | Add +198.1% | 80,746 | $4.1M |
| Sweeney & Michel, LLC | 0.99% | Add +22.7% | 66,910 | $3.4M |
| Apella Capital, LLC | 0.05% | New | 60,738 | $3.1M |
| First American Trust, FSB | 0.20% | Add +49.0% | 59,567 | $3.0M |
| Integrated Wealth Concepts LLC | 0.02% | New | 52,907 | $2.7M |
| Citizens Financial Group Inc. | 0.04% | Reduce -27.8% | 50,964 | $2.6M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -18.3% | 35,194 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -1.2% | 34,008 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 33,242 | $1.7M |
| Pasadena Private Wealth, LLC | 0.23% | New | 32,350 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 31,958 | $1.6M |
| Savvy Advisors, Inc. | 0.04% | Reduce -1.8% | 31,719 | $1.6M |
| Financial Management Network Inc. | 0.24% | Reduce -36.0% | 30,763 | $1.6M |
| McIlrath & Eck, LLC | 0.10% | New | 27,557 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | No change | 26,239 | $1.3M |
| Perigon Wealth Management, LLC | 0.02% | No change | 24,300 | $1.2M |
| Kanawha Capital Management LLC | 0.09% | Add +26.3% | 24,000 | $1.2M |
| TriaGen Wealth Management LLC | 0.32% | Add +51.3% | 22,949 | $1.2M |
| Atlas Private Wealth Advisors | 0.26% | Add +105.9% | 21,985 | $1.1M |
| KWB Wealth | 0.11% | No change | 21,339 | $1.1M |
| WESPAC Advisors SoCal, LLC | 0.22% | Reduce -14.5% | 20,696 | $1.0M |
| Shared Vision Wealth Group LLC | 0.43% | Add +50.0% | 20,687 | $1.0M |
| Members Wealth LLC | 0.60% | Add +5.1% | 19,872 | $1.0M |
| Perennial Investment Advisors, LLC | 0.08% | Add +55.9% | 19,575 | $987K |
| Valmark Advisers, Inc. | 0.01% | Add +30.4% | 19,390 | $978K |
| Osaic Holdings, Inc. | 0.00% | Add +205.2% | 18,907 | $953K |
| FLC Capital Advisors | 0.16% | Add +91.2% | 17,912 | $903K |
| Fairview Capital Investment Management, LLC | 0.04% | Add +2.6% | 16,000 | $807K |
| Ariadne Wealth Management, LP | 0.36% | Reduce -87.6% | 15,924 | $803K |
| Citadel Advisors | 0.00% | Add +137.2% | 15,690 | $791K |
| Cerity Partners LLC | 0.00% | New | 15,302 | $772K |
| Mutual Advisors, LLC | 0.02% | Add +201.7% | 15,084 | $761K |
| M. Kulyk & Associates, LLC | 0.14% | New | 14,926 | $753K |
| Richard P Slaughter Associates Inc | 0.16% | Add +12.0% | 14,715 | $742K |
| Independent Advisor Alliance | 0.01% | New | 14,200 | $716K |
| Meridian Wealth Management, LLC | 0.03% | No change | 14,000 | $706K |
| Sound Portfolio Advisors, LLC | 0.52% | Add +0.6% | 12,705 | $641K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -11.6% | 11,034 | $556K |
| Mercer Global Advisors Inc. | 0.00% | No change | 10,450 | $527K |
| V2 Financial group LLC | 0.23% | New | 9,890 | $499K |
| Bailard, Inc. | 0.01% | No change | 9,775 | $493K |
| Weaver Consulting Group | 0.11% | Add +11.8% | 9,500 | $479K |
| Creative Planning | 0.00% | New | 9,328 | $470K |
| Capital Advantage, Inc. | 0.06% | No change | 9,313 | $470K |
| Tru Independence Asset Management 2, LLC | 0.28% | No change | 9,137 | $461K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -1.7% | 8,946 | $451K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 8,762 | $442K |
| Bell Investment Advisors, Inc | 0.07% | Add +0.4% | 8,701 | $439K |
| Sowell Financial Services LLC | 0.02% | Add +110.8% | 8,381 | $423K |
| Selby Wealth Management, LLC | 0.16% | Add +0.0% | 8,294 | $418K |
| Client First Capital LLC | 0.18% | Reduce -44.7% | 8,277 | $417K |
| Tortuga Wealth Management, Inc | 0.38% | New | 8,142 | $411K |
| Cetera Investment Advisers | 0.00% | Add +14.1% | 7,973 | $402K |
| Bristlecone Value Partners, LLC | 0.35% | New | 7,807 | $394K |
| HUB Investment Partners, LLC | 0.01% | New | 7,165 | $361K |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.7% | 7,016 | $354K |
| Stone Summit Wealth LLC | 0.10% | Add +18.6% | 6,917 | $349K |
| Ehrlich Financial Group | 0.20% | No change | 6,907 | $348K |
| 3 Factor Indexing, LLC | 0.33% | — | 6,888 | $347K |
| Farther Finance Advisors, LLC | 0.00% | Add +57.1% | 6,810 | $343K |
| Chatterton & Associates Inc. | 0.24% | Add +57.6% | 6,670 | $336K |
| Old Mission Capital LLC | 0.01% | New | 6,148 | $310K |
| Graybill Wealth Management, LTD. | 0.09% | No change | 6,000 | $303K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -40.0% | 6,000 | $303K |
| Integrated Advisors Network LLC | 0.02% | No change | 5,946 | $300K |
| NWF Advisory Services Inc. | 0.03% | No change | 5,358 | $270K |
| Susquehanna International Group, LLP | 0.00% | New | 4,913 | $248K |
| GC Wealth Management RIA, LLC | 0.01% | Add +11.3% | 4,789 | $242K |
| Peak Financial Management, Inc. | 0.06% | No change | 4,400 | $222K |
| HRT Financial LP | 0.00% | New | 4,212 | $212K |
| River's Edge Wealth Management, LLC | 0.20% | Add +0.4% | 4,128 | $209K |
| Bridgewater Advisors Inc. | 0.01% | Reduce -12.5% | 4,004 | $202K |
| GAMMA Investing LLC | 0.01% | New | 3,870 | $195K |
| Union Savings Bank | 0.07% | Reduce -57.4% | 2,954 | $149K |
| Morgan Stanley | 0.00% | No change | 2,500 | $126K |
| Cheviot Value Management, LLC | 0.01% | No change | 1,750 | $88K |
| Allworth Financial LP | 0.00% | Add +171.8% | 1,560 | $79K |
| Smartleaf Asset Management LLC | 0.00% | Add +29.4% | 1,426 | $72K |
| JPMorgan Chase & Co. | 0.00% | Reduce -40.7% | 1,333 | $67K |
| Sunrise Financial Services, LLC | 0.04% | Add +5.0% | 1,050 | $53K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +99.6% | 990 | $50K |
| Ballast Advisors LLC | 0.01% | New | 485 | $24K |
| Advisory Services Network, LLC | 0.00% | New | 297 | $15K |
| UBS Group AG | 0.00% | Add +1700.0% | 18 | $908 |
| Aptus Capital Advisors, LLC | 0.00% | New | 16 | $807 |
"% 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.