iShares California Muni BondCMFETF
13F holders, Q1 2024 (March 31)254holders
3famous investors
$57.53avg. 13F price*
At the end of Q1 2024, 254 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($551.4M), FMR LLC ($299.0M) and Morgan Stanley ($103.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares California Muni Bond
- CUSIP
- 464288356
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $18.3M |
| Exits | 18 | $48.4M |
Ownership 254 holders
| Charles Schwab Investment Advisory, Inc. | 0.76% | Add +5.5% | 9,582,583 | $551.4M |
| FMR LLC | 0.02% | Add +12.1% | 5,196,825 | $299.0M |
| Morgan Stanley | 0.01% | Add +7.3% | 1,791,543 | $103.1M |
| EP Wealth Advisors, LLC | 0.85% | Reduce -0.3% | 1,262,648 | $72.7M |
| Bank of America Corp. | 0.01% | Reduce -2.6% | 1,124,095 | $64.7M |
| UBS Group AG | 0.02% | Reduce -4.3% | 855,706 | $49.2M |
| Mariner, LLC | 0.09% | Add +4.4% | 759,429 | $43.7M |
| LPL Financial LLC | 0.02% | Add +4.8% | 716,203 | $41.2M |
| Bailard, Inc. | 1.05% | Add +353.9% | 662,709 | $38.1M |
| Tiaa Trust, National Association | 0.11% | Add +2.4% | 641,580 | $36.9M |
| Wells Fargo & Company | 0.01% | Add +3.5% | 626,226 | $36.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -20.2% | 596,539 | $34.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -35.2% | 585,882 | $33.7M |
| First Foundation Advisors | 1.28% | Add +34.3% | 556,424 | $32.0M |
| Facet Wealth, Inc. | 0.89% | Add +60.3% | 463,495 | $26.5M |
| Manhattan West Asset Management, LLC | 5.95% | Reduce -1.2% | 430,837 | $24.8M |
| Raub Brock Capital Management LP | 4.98% | Reduce -2.4% | 408,745 | $23.5M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -25.9% | 398,791 | $22.9M |
| Slow Capital, Inc. | 3.62% | Reduce -7.1% | 392,661 | $22.6M |
| Jane Street Group, LLC | 0.03% | Add +3083.8% | 350,698 | $20.2M |
| Opes Wealth Management LLC | 4.52% | Add +15.6% | 340,083 | $19.6M |
| Royal Bank of Canada | 0.00% | Add +3.6% | 339,773 | $19.6M |
| Rwa Wealth Partners, LLC | 0.26% | Add +0.4% | 333,737 | $19.2M |
| Brio Consultants, LLC | 2.95% | Add +9.2% | 304,140 | $17.5M |
| Alliancebernstein L.P. | 0.01% | Add +0.8% | 297,280 | $17.1M |
| JPMorgan Chase & Co. | 0.00% | Add +28.6% | 284,528 | $16.4M |
| Assetmark, Inc. | 0.05% | Add +5.7% | 246,333 | $14.2M |
| Myecfo, LLC | 6.95% | Add +7.3% | 206,092 | $11.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.9% | 195,344 | $11.2M |
| Cetera Investment Advisers | 0.03% | Add +35.3% | 191,797 | $11.0M |
| Sei Investments Co. | 0.02% | Add +5.4% | 190,316 | $11.0M |
| Creative Planning | 0.01% | Add +8.7% | 187,524 | $10.8M |
| Pure Financial Advisors, LLC | 0.32% | Add +2.0% | 175,061 | $10.1M |
| Bank of Montreal | 0.00% | Reduce -5.7% | 174,345 | $10.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +4.5% | 166,774 | $9.6M |
| Betterment LLC | 0.03% | Add +41.3% | 163,274 | $9.4M |
| Composition Wealth, LLC | 0.23% | Reduce -49.1% | 157,945 | $9.1M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +6.8% | 131,128 | $7.5M |
| Cerity Partners LLC | 0.02% | Add +10.1% | 129,534 | $7.5M |
| West Wealth Group, LLC | 2.73% | New | 128,045 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.5% | 125,707 | $7.2M |
| BlackRock Inc. | 0.00% | Reduce -58.5% | 122,588 | $7.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -7.4% | 117,142 | $6.7M |
| Certus Wealth Management, LLC | 5.24% | Add +57.9% | 115,626 | $6.6M |
| Choreo, LLC | 0.17% | Reduce -1.7% | 114,332 | $6.6M |
| Mission Wealth Management, LP | 0.17% | Reduce -0.7% | 112,885 | $6.5M |
| Rinkey Investments | 2.34% | Add +1.4% | 111,367 | $6.4M |
| Navalign, LLC | 2.06% | Add +6.0% | 107,904 | $6.2M |
| Affinity Capital Advisors, LLC | 1.23% | Add +47.6% | 96,107 | $5.5M |
| Traveka Wealth, LLC | 2.50% | Add +2.2% | 94,177 | $5.4M |
| Parallel Advisors, LLC | 0.14% | Add +1.4% | 91,943 | $5.3M |
| Renaissance Technologies | 0.01% | Reduce -63.9% | 91,180 | $5.2M |
| Captrust Financial Advisors | 0.02% | Reduce -8.5% | 89,329 | $5.1M |
| Bank of Stockton | 1.53% | Reduce -0.1% | 86,435 | $5.0M |
| Prime Capital Investment Advisors, LLC | 0.07% | No change | 85,296 | $4.9M |
| Dynamic Advisor Solutions LLC | 0.16% | Reduce -0.5% | 84,821 | $4.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +45.7% | 84,689 | $4.9M |
| Deutsche Bank AG | 0.00% | No change | 82,670 | $4.8M |
| Freestone Capital Holdings, LLC | 0.16% | Reduce -0.8% | 74,978 | $4.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +9.1% | 74,738 | $4.3M |
| Whittier Trust Co. | 0.06% | Add +20.0% | 74,205 | $4.3M |
| Lodestar Private Asset Management LLC | 0.57% | Add +3.3% | 68,941 | $4.0M |
| First American Trust, FSB | 0.41% | Add +3.5% | 67,724 | $3.9M |
| Elmwood Wealth Management, Inc. | 1.55% | Add +19.5% | 62,890 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -49.3% | 61,469 | $3.5M |
| Omega Financial Group, LLC | 1.44% | Add +4.9% | 60,997 | $3.5M |
| SteelPeak Wealth, LLC | 0.18% | Add +11.0% | 60,225 | $3.5M |
| Lincoln National Corp. | 0.05% | Reduce -0.3% | 57,530 | $3.3M |
| Spinnaker Investment Group, LLC | 0.93% | Add +10.3% | 57,401 | $3.3M |
| Ehrlich Financial Group | 2.74% | Add +42.9% | 56,641 | $3.3M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -10.1% | 56,061 | $3.2M |
| Bell Investment Advisors, Inc | 0.62% | Add +7.9% | 54,874 | $3.2M |
| Warren Street Wealth Advisors, LLC | 1.54% | Reduce -2.7% | 54,004 | $3.1M |
| Creative Capital Management Investments LLC | 1.59% | Add +2.0% | 53,570 | $3.1M |
| Heritage Wealth Management, Inc. | 2.98% | Add +11.9% | 52,213 | $3.0M |
| Williams & Novak, LLC | 2.93% | No change | 44,500 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +15.9% | 42,778 | $2.5M |
| DeDora Capital, Inc. | 0.78% | Add +2.6% | 42,414 | $2.4M |
| Westside Investment Management, Inc. | 0.55% | Add +0.9% | 40,020 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.7% | 39,466 | $2.3M |
| Pacific Capital Wealth Advisors, Inc. | 0.50% | Reduce -6.3% | 36,613 | $2.1M |
| RHS Financial, LLC | 1.22% | Add +56.0% | 36,349 | $2.1M |
| Evergreen Capital Management LLC | 0.08% | Reduce -22.9% | 35,379 | $2.0M |
| Buckingham Strategic Wealth, LLC | 0.02% | Add +107.5% | 35,291 | $2.0M |
| Compound Planning, Inc. | 0.17% | Add +58.4% | 32,876 | $1.9M |
| HSBC Holdings PLC | 0.00% | Reduce -11.8% | 32,632 | $1.9M |
| Gould Asset Management LLC | 0.44% | Add +16.0% | 31,520 | $1.8M |
| Hamilton Wealth, LLC | 0.52% | Add +171.6% | 29,175 | $1.7M |
| US Bancorp \de | 0.00% | Add +23.9% | 28,199 | $1.6M |
| Towerpoint Wealth, LLC | 0.79% | Reduce -1.1% | 27,184 | $1.6M |
| Running Point Capital Advisors, LLC | 0.70% | No change | 27,054 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -10.9% | 26,449 | $1.5M |
| Clark Asset Management, LLC | 0.46% | Add +0.2% | 26,215 | $1.5M |
| Fairview Capital Investment Management, LLC | 0.08% | Reduce -56.0% | 26,175 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +41.2% | 25,625 | $1.5M |
| Apella Capital, LLC | 0.07% | Reduce -2.5% | 25,747 | $1.5M |
| Boltwood Capital Management | 0.44% | Add +0.8% | 24,560 | $1.4M |
| SimpliFi, Inc. | 0.64% | Reduce -9.7% | 24,239 | $1.4M |
| Neumann Capital Management, LLC | 0.49% | Add +57.8% | 24,020 | $1.4M |
| Wedmont Private Capital | 0.10% | Add +4.8% | 23,978 | $1.4M |
| HCR Wealth Advisors | 0.20% | Reduce -5.5% | 23,440 | $1.3M |
| McNaughton Wealth Management, LLC | 0.74% | Add +3.2% | 23,235 | $1.3M |
| Safeguard Investment Advisory Group, LLC | 0.45% | Reduce -13.3% | 22,857 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.4% | 22,377 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -6.4% | 22,377 | $1.3M |
| WealthCollab, LLC | 0.94% | Add +3.0% | 22,128 | $1.3M |
| Curtis Advisory Group, LLC | 0.49% | Add +12.1% | 22,030 | $1.3M |
| Merriman Wealth Management, LLC | 0.06% | No change | 21,801 | $1.3M |
| McIlrath & Eck, LLC | 0.20% | Add +6.7% | 21,650 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.21% | No change | 20,582 | $1.2M |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.6% | 20,567 | $1.2M |
| Private Ocean, LLC | 0.12% | No change | 19,909 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +64.1% | 19,323 | $1.1M |
| Tillman Hartley LLC | 0.37% | No change | 18,768 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.1% | 18,458 | $1.1M |
| Savant Capital, LLC | 0.01% | New | 18,406 | $1.1M |
| Eclectic Associates Inc. | 0.46% | Reduce -34.2% | 17,350 | $998K |
| LM Advisors LLC | 0.17% | No change | 17,266 | $993K |
| Wealthfront Advisers LLC | 0.00% | Add +34.3% | 17,078 | $983K |
| Topel & Distasi Wealth Management, LLC | 0.43% | Add +55.8% | 16,993 | $978K |
| Petix & Botte Co | 0.24% | New | 16,993 | $978K |
| Journey Strategic Wealth LLC | 0.04% | Add +21.4% | 16,933 | $974K |
| One Degree Advisors Inc | 0.48% | Add +4.7% | 16,871 | $971K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | New | 16,306 | $938K |
| Goldman Sachs Group Inc. | 0.00% | Add +70.3% | 16,025 | $922K |
| AE Wealth Management LLC | 0.01% | No change | 15,806 | $909K |
| Peninsula Wealth, LLC | 0.17% | Reduce -28.2% | 15,211 | $875K |
| Werba Rubin Papier Wealth Management | 0.25% | New | 14,717 | $847K |
| Financial Advocates Investment Management | 0.05% | Add +1.9% | 14,680 | $845K |
| Valmark Advisers, Inc. | 0.01% | Add +2.1% | 14,419 | $830K |
| Carl P. Sherr & Co., LLC | 0.46% | No change | 14,229 | $819K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.7% | 14,116 | $812K |
| Stifel Financial Corp. | 0.00% | Reduce -49.5% | 13,177 | $758K |
| KWB Wealth | 0.10% | No change | 12,935 | $744K |
| Ariston Services Group | 0.71% | Reduce -26.8% | 12,868 | $740K |
| Tenon Financial LLC | 0.62% | — | 12,798 | $736K |
| Townsquare Capital LLC | 0.01% | New | 12,444 | $716K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.18% | Add +38.3% | 12,373 | $712K |
| Integris Wealth Management, LLC | 0.19% | No change | 12,242 | $704K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 12,196 | $702K |
| Three Bridge Wealth Advisors, LLC | 0.26% | Add +25.3% | 11,663 | $671K |
| Investment Advisory Group, LLC | 0.27% | No change | 11,400 | $656K |
| Comerica Bank | 0.00% | Add +27.7% | 11,233 | $646K |
| CreativeOne Wealth, LLC | 0.03% | Add +0.3% | 10,961 | $631K |
| VERITY Wealth Advisors | 0.48% | Reduce -41.9% | 10,915 | $628K |
| Destination Wealth Management | 0.02% | Add +109.5% | 10,880 | $626K |
| Bristlecone Advisors, LLC | 0.05% | Add +9.1% | 10,710 | $616K |
| CIBC Private Wealth Group LLC | 0.00% | New | 10,750 | $615K |
| Mattern Capital Management, LLC | 0.08% | Add +3.0% | 10,674 | $614K |
| Motley Fool Wealth Management, LLC | 0.03% | No change | 10,513 | $605K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +53.4% | 10,302 | $593K |
| True Link Financial Advisors, LLC | 0.06% | New | 10,300 | $593K |
| Zions Bancorporation, N.A. | 0.04% | New | 10,000 | $575K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.1% | 9,767 | $562K |
| RiverFront Investment Group, LLC | 0.02% | New | 9,752 | $561K |
| Citadel Advisors | 0.00% | Add +69.1% | 9,418 | $542K |
| Brighton Jones LLC | 0.02% | Add +0.0% | 9,092 | $523K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -60.3% | 8,960 | $516K |
| Flow Traders U.S. LLC | 0.03% | New | 8,372 | $482K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.6% | 8,350 | $480K |
| Adero Partners, LLC | 0.04% | Reduce -4.8% | 8,156 | $469K |
| Ieq Capital, LLC | 0.01% | Add +0.4% | 8,008 | $461K |
| Waypoint Wealth Partners Inc. | 0.13% | No change | 8,000 | $460K |
| Davidson Investment Advisors | 0.02% | Add +41.8% | 7,887 | $454K |
| NDWM LLC | 0.39% | No change | 7,438 | $428K |
| ShankerValleau Wealth Advisors, Inc. | 0.19% | New | 7,335 | $422K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.0% | 7,297 | $420K |
| Integrated Wealth Concepts LLC | 0.01% | Add +38.0% | 7,251 | $417K |
| Highline Wealth Partners LLC | 0.17% | Add +63.3% | 7,094 | $408K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 7,010 | $403K |
| Aspen Investment Management Inc | 0.20% | New | 6,962 | $401K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -4.8% | 6,763 | $389K |
| Eagle Ridge Investment Management | 0.04% | Add +2.0% | 6,711 | $386K |
| Cherry Tree Wealth Management, LLC | 0.10% | No change | 6,669 | $384K |
| Life Planning Partners, Inc | 0.38% | No change | 6,561 | $378K |
| Lido Advisors, LLC | 0.00% | Add +4.0% | 6,544 | $377K |
| Wedbush Securities Inc. | 0.01% | No change | 6,528 | $376K |
| Northeast Financial Group, Inc. | 0.17% | Add +39.3% | 6,509 | $375K |
| Maxwell Wealth Strategies Inc. | 0.19% | Add +0.6% | 6,638 | $374K |
| Fisher Asset Management | 0.00% | Reduce -46.4% | 6,482 | $373K |
| Whitegate Investment Counselors, Inc. | 0.10% | No change | 6,350 | $365K |
| Leisure Capital Management | 0.18% | Reduce -80.8% | 6,290 | $362K |
| Prosperitas Financial LLC | 0.23% | No change | 6,264 | $360K |
| Falcon Wealth Planning | 0.06% | No change | 6,153 | $354K |
| Van Strum & Towne Inc. | 0.13% | No change | 6,100 | $351K |
| PFG Advisors | 0.03% | Add +25.6% | 6,077 | $350K |
| Shira Ridge Wealth Management | 0.20% | Add +4.3% | 6,018 | $346K |
| First National Bank Sioux Falls | 0.19% | New | 6,000 | $345K |
| Client First Capital LLC | 0.24% | Reduce -9.4% | 5,871 | $338K |
| Private Trust Co. NA | 0.04% | Add +0.7% | 5,740 | $330K |
| KM Capital Management Ltd. | 0.18% | Add +0.5% | 5,622 | $323K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -17.9% | 5,599 | $322K |
| Allworth Financial LP | 0.00% | Add +12.5% | 5,525 | $318K |
| SOL Capital Management CO | 0.04% | No change | 5,300 | $305K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.4% | 5,213 | $300K |
| Catalina Capital Group, LLC | 0.13% | New | 5,174 | $298K |
| Shared Vision Wealth Group LLC | 0.19% | Add +0.0% | 5,155 | $297K |
| Chesley Taft & Associates LLC | 0.01% | New | 5,100 | $293K |
| Wealthspire Retirement, LLC | 0.02% | No change | 4,815 | $277K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 4,748 | $273K |
| Equitable Holdings, Inc. | 0.00% | Add +0.4% | 4,617 | $266K |
| Rosenblum Silverman Sutton S F Inc. | 0.07% | New | 4,600 | $265K |
| SageView Advisory Group, LLC | 0.01% | New | 3,580 | $263K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +8.9% | 4,767 | $261K |
| Fca Corp. | 0.08% | No change | 4,480 | $258K |
| Calton & Associates, Inc. | 0.13% | Reduce -0.5% | 4,463 | $257K |
| Citigroup Inc. | 0.00% | Reduce -3.3% | 4,450 | $256K |
| Weaver Consulting Group | 0.09% | Add +0.1% | 4,387 | $252K |
| Paragon Capital Management Ltd | 0.04% | Add +23.3% | 4,327 | $249K |
| Southland Equity Partners LLC | 0.07% | New | 4,318 | $248K |
| Vantage Financial Partners Ltd., Inc. | 0.06% | No change | 4,300 | $247K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 4,292 | $247K |
| Apollon Wealth Management, LLC | 0.01% | No change | 4,220 | $243K |
| Perennial Investment Advisors, LLC | 0.04% | Add +0.0% | 4,203 | $242K |
| Cassady Schiller Wealth Management, LLC | 0.11% | Add +14.1% | 4,199 | $242K |
| Silver Coast Investments LLC | 0.10% | Add +1.7% | 4,155 | $239K |
| Morton Capital Management LLC | 0.06% | Add +0.4% | 4,106 | $236K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,100 | $236K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 3,874 | $223K |
| Brown Advisory Inc. | 0.00% | New | 3,857 | $222K |
| Two Sigma Securities, LLC | 0.01% | New | 3,809 | $219K |
| AlphaCore Capital LLC | 0.06% | New | 3,658 | $210K |
| HB Wealth Management, LLC | 0.00% | No change | 3,615 | $208K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -34.9% | 3,595 | $207K |
| Signature Resources Capital Management, LLC | 0.19% | No change | 3,517 | $204K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 3,479 | $200K |
| Welch & Forbes LLC | 0.00% | No change | 3,479 | $200K |
| Bradley & Co. Private Wealth Management, LLC | 0.15% | Reduce -19.6% | 3,205 | $184K |
| Spire Wealth Management | 0.00% | Add +15.9% | 3,026 | $174K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.5% | 2,906 | $167K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,856 | $164K |
| NorthRock Partners, LLC | 0.01% | Add +35.3% | 2,809 | $162K |
| Main Management LLC | 0.01% | Reduce -4.2% | 2,293 | $132K |
| Global Retirement Partners, LLC | 0.00% | Reduce -28.7% | 2,142 | $123K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -62.1% | 2,053 | $118K |
| Tidemark, LLC | 0.06% | No change | 1,800 | $104K |
| Cwm, LLC | 0.00% | New | 1,659 | $95K |
| IFP Advisors, Inc | 0.00% | No change | 1,621 | $93K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,250 | $72K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,200 | $69K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -4.5% | 1,095 | $63K |
| Founders Financial Alliance, LLC | 0.02% | No change | 992 | $57K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.4% | 988 | $57K |
| Farther Finance Advisors, LLC | 0.00% | New | 820 | $47K |
| GAMMA Investing LLC | 0.01% | Add +32.3% | 790 | $45K |
| Rothschild Investment LLC | 0.00% | New | 750 | $43K |
| First Manhattan Co. Llc. | 0.00% | No change | 361 | $21K |
| Angeles Wealth Management, LLC | 0.00% | New | 281 | $16K |
| Capital Analysts, LLC | 0.00% | Add +0.9% | 112 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 61 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -91.3% | 33 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 15 | $862 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 7 | $403 |
| Silicon Valley Capital Partners | 0.00% | No change | 5 | $265 |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.