iShares California Muni BondCMFETF
13F holders, Q2 2024 (June 30)251holders −3
18new positions
21sold out
2famous investors
$56.85avg. 13F price*
At the end of Q2 2024, 251 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, down 3 from Q1 2024. 18 opened new positions and 21 sold out. The largest holders were Charles Schwab Investment Management Inc. ($546.3M), FMR LLC ($321.3M) and Morgan Stanley ($101.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $588.2M |
| Exits | 21 | $29.3M |
All 13F filers, Q1 2024 → Q2 2024: 12,165,147 shares bought and 1,742,958 shares sold, net +10,422,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| Charles Schwab Investment Management Inc. | 0.10% | New | 9,605,110 | $546.3M |
| FMR LLC | 0.02% | Add +8.7% | 5,647,880 | $321.3M |
| Morgan Stanley | 0.01% | Add +0.0% | 1,792,066 | $101.9M |
| EP Wealth Advisors, LLC | 0.77% | Add +0.9% | 1,273,710 | $72.4M |
| Bank of America Corp. | 0.01% | Reduce -7.1% | 1,044,406 | $59.4M |
| Mariner, LLC | 0.09% | Add +8.7% | 825,257 | $46.9M |
| UBS Group AG | 0.01% | Reduce -5.2% | 811,456 | $46.2M |
| Bailard, Inc. | 1.12% | Add +7.5% | 712,097 | $40.5M |
| LPL Financial LLC | 0.02% | Reduce -3.6% | 690,258 | $39.3M |
| Tiaa Trust, National Association | 0.11% | Add +0.9% | 647,570 | $36.8M |
| Wells Fargo & Company | 0.01% | Reduce -5.6% | 591,013 | $33.6M |
| Facet Wealth, Inc. | 1.03% | Add +26.0% | 583,939 | $33.5M |
| First Foundation Advisors | 1.22% | Add +0.9% | 561,734 | $32.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -25.3% | 437,773 | $24.9M |
| Raub Brock Capital Management LP | 5.07% | Reduce -0.1% | 408,430 | $23.2M |
| JPMorgan Chase & Co. | 0.00% | Add +25.7% | 357,603 | $20.3M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 351,487 | $20.0M |
| Orin Green Financial, LLC | 9.04% | New | 344,948 | $19.6M |
| Brio Consultants, LLC | 3.20% | Add +12.1% | 340,997 | $19.4M |
| Rwa Wealth Partners, LLC | 0.25% | Reduce -0.6% | 331,900 | $18.9M |
| Opes Wealth Management LLC | 3.91% | Reduce -3.1% | 329,406 | $18.7M |
| Manhattan West Asset Management, LLC | 4.85% | Reduce -26.7% | 315,718 | $18.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -49.3% | 302,700 | $17.2M |
| Slow Capital, Inc. | 2.72% | Reduce -24.8% | 295,296 | $16.8M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -26.7% | 292,305 | $15.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -13.1% | 258,337 | $14.7M |
| Assetmark, Inc. | 0.05% | Add +4.4% | 257,116 | $14.6M |
| Financial Connections Group, Inc. | 7.26% | New | 246,144 | $14.0M |
| BlackRock Inc. | 0.00% | Add +95.8% | 240,093 | $13.7M |
| Myecfo, LLC | 6.82% | Add +0.9% | 207,938 | $11.8M |
| Sei Investments Co. | 0.02% | Add +8.6% | 206,645 | $11.8M |
| Ameriprise Financial Inc. | 0.00% | Add +3.3% | 201,815 | $11.5M |
| Pure Financial Advisors, LLC | 0.30% | Add +8.2% | 189,356 | $10.8M |
| Betterment LLC | 0.03% | Add +15.9% | 189,166 | $10.8M |
| Cetera Investment Advisers | 0.02% | Reduce -1.5% | 188,907 | $10.7M |
| OneDigital Investment Advisors LLC | 0.13% | Add +1151.3% | 176,631 | $10.0M |
| Creative Planning | 0.01% | Reduce -6.3% | 175,731 | $10.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.1% | 168,589 | $9.6M |
| Bank of Montreal | 0.00% | Reduce -20.9% | 137,947 | $7.9M |
| Composition Wealth, LLC | 0.19% | Reduce -12.9% | 137,493 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.9% | 136,892 | $7.8M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +0.3% | 131,482 | $7.5M |
| Hamilton Wealth, LLC | 2.00% | Add +348.3% | 130,796 | $7.4M |
| West Wealth Group, LLC | 2.62% | Add +1.9% | 130,423 | $7.4M |
| Cerity Partners LLC | 0.02% | Add +0.1% | 129,654 | $7.4M |
| Navalign, LLC | 2.26% | Add +16.7% | 125,958 | $7.2M |
| Certus Wealth Management, LLC | 5.44% | Add +8.8% | 125,853 | $7.2M |
| NewEdge Advisors, LLC | 0.05% | Add +551.1% | 125,813 | $7.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +38.8% | 117,552 | $6.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -2.4% | 114,304 | $6.5M |
| Rinkey Investments | 2.29% | Add +0.7% | 112,196 | $6.4M |
| Choreo, LLC | 0.11% | Reduce -3.1% | 110,809 | $6.3M |
| Mission Wealth Management, LP | 0.17% | Reduce -2.4% | 110,156 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +73.8% | 106,845 | $6.1M |
| Captrust Financial Advisors | 0.02% | Add +17.1% | 104,574 | $5.9M |
| Affinity Capital Advisors, LLC | 1.24% | Add +8.1% | 103,852 | $5.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +25.2% | 93,602 | $5.2M |
| Parallel Advisors, LLC | 0.13% | Reduce -4.1% | 88,133 | $5.0M |
| Deutsche Bank AG | 0.00% | No change | 82,670 | $4.7M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -4.2% | 81,725 | $4.6M |
| Dynamic Advisor Solutions LLC | 0.15% | Reduce -3.7% | 81,709 | $4.6M |
| Bank of Stockton | 1.47% | Reduce -5.8% | 81,420 | $4.6M |
| Traveka Wealth, LLC | 2.22% | Reduce -14.9% | 80,112 | $4.6M |
| Ehrlich Financial Group | 3.56% | Add +40.1% | 79,358 | $4.5M |
| Lodestar Private Asset Management LLC | 0.57% | Add +6.3% | 73,270 | $4.2M |
| Omega Financial Group, LLC | 1.68% | Add +19.5% | 72,895 | $4.1M |
| United Capital Financial Advisors, LLC | 0.04% | Add +29.0% | 72,303 | $4.1M |
| Freestone Capital Holdings, LLC | 0.15% | Reduce -3.8% | 72,135 | $4.1M |
| First American Trust, FSB | 0.40% | Add +3.3% | 69,922 | $4.0M |
| Whittier Trust Co. | 0.06% | Reduce -7.3% | 68,818 | $3.9M |
| Sanctuary Advisors, LLC | 0.03% | — | 64,842 | $3.7M |
| Elmwood Wealth Management, Inc. | 1.57% | Reduce -1.7% | 61,810 | $3.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +266.9% | 59,831 | $3.4M |
| Bell Investment Advisors, Inc | 0.62% | Add +1.5% | 55,690 | $3.2M |
| Creative Capital Management Investments LLC | 1.52% | Add +2.8% | 55,090 | $3.1M |
| SteelPeak Wealth, LLC | 0.15% | Reduce -9.2% | 54,707 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +25.8% | 53,813 | $3.1M |
| Warren Street Wealth Advisors, LLC | 1.52% | Reduce -0.7% | 53,654 | $3.1M |
| Williams & Novak, LLC | 2.76% | Add +16.9% | 52,040 | $3.0M |
| Buckingham Strategic Wealth, LLC | 0.03% | Add +46.6% | 51,750 | $2.9M |
| Heritage Wealth Management, Inc. | 2.81% | Reduce -2.1% | 51,132 | $2.9M |
| Renaissance Technologies | 0.00% | Reduce -46.2% | 49,081 | $2.8M |
| Spinnaker Investment Group, LLC | 0.73% | Reduce -19.1% | 46,426 | $2.6M |
| Kowal Investment Group, LLC | 0.51% | New | 44,767 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +12.2% | 44,294 | $2.5M |
| HSBC Holdings PLC | 0.00% | Add +32.1% | 43,109 | $2.5M |
| DeDora Capital, Inc. | 0.73% | Reduce -1.2% | 41,887 | $2.4M |
| RHS Financial, LLC | 1.43% | Add +12.8% | 40,996 | $2.3M |
| Westside Investment Management, Inc. | 0.53% | Add +2.3% | 40,920 | $2.3M |
| Gould Asset Management LLC | 0.47% | Add +14.1% | 35,950 | $2.0M |
| Compound Planning, Inc. | 0.15% | Add +8.8% | 35,772 | $2.0M |
| Pacific Capital Wealth Advisors, Inc. | 0.36% | Reduce -6.1% | 34,385 | $2.0M |
| Evergreen Capital Management LLC | 0.07% | Reduce -2.8% | 34,379 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +28.8% | 33,014 | $1.9M |
| US Bancorp \de | 0.00% | Add +11.7% | 31,500 | $1.8M |
| Apella Capital, LLC | 0.08% | Add +18.5% | 30,516 | $1.7M |
| Peninsula Wealth, LLC | 0.31% | Add +88.6% | 28,686 | $1.6M |
| Fairview Capital Investment Management, LLC | 0.09% | Add +6.8% | 27,955 | $1.6M |
| WealthCollab, LLC | 1.13% | Add +24.8% | 27,621 | $1.6M |
| Towerpoint Wealth, LLC | 0.77% | Reduce -0.3% | 27,093 | $1.5M |
| Running Point Capital Advisors, LLC | 0.64% | No change | 27,054 | $1.5M |
| McIlrath & Eck, LLC | 0.22% | Add +18.4% | 25,629 | $1.5M |
| Columbia Bank | 0.56% | New | 25,284 | $1.4M |
| SimpliFi, Inc. | 0.65% | Add +1.6% | 24,628 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -10.8% | 23,584 | $1.3M |
| Clark Asset Management, LLC | 0.37% | Reduce -11.0% | 23,330 | $1.3M |
| McNaughton Wealth Management, LLC | 0.70% | No change | 23,235 | $1.3M |
| HCR Wealth Advisors | 0.19% | Reduce -2.5% | 22,859 | $1.3M |
| Curtis Advisory Group, LLC | 0.44% | Add +0.5% | 22,133 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.0% | 21,925 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -2.0% | 21,925 | $1.2M |
| Safeguard Investment Advisory Group, LLC | 0.37% | Reduce -9.0% | 20,806 | $1.2M |
| Empower Advisory Group, LLC | 0.00% | Add +0.3% | 20,639 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.20% | No change | 20,582 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.32% | Add +39.1% | 20,476 | $1.2M |
| Merriman Wealth Management, LLC | 0.05% | Reduce -7.3% | 20,208 | $1.1M |
| Private Ocean, LLC | 0.10% | No change | 19,909 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.0% | 19,016 | $1.1M |
| One Capital Management, LLC | 0.04% | New | 18,845 | $1.1M |
| Boltwood Capital Management | 0.33% | Reduce -23.4% | 18,820 | $1.1M |
| Tillman Hartley LLC | 0.36% | No change | 18,768 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Add +9.4% | 18,519 | $1.1M |
| Savant Capital, LLC | 0.01% | No change | 18,406 | $1.0M |
| Eclectic Associates Inc. | 0.44% | No change | 17,350 | $987K |
| LM Advisors LLC | 0.20% | No change | 17,266 | $982K |
| One Degree Advisors Inc | 0.47% | Add +2.3% | 17,264 | $981K |
| Topel & Distasi Wealth Management, LLC | 0.42% | No change | 16,993 | $967K |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.7% | 16,967 | $965K |
| Neumann Capital Management, LLC | 0.33% | Reduce -30.1% | 16,800 | $956K |
| AE Wealth Management LLC | 0.01% | No change | 15,806 | $899K |
| Valmark Advisers, Inc. | 0.01% | Add +6.1% | 15,297 | $870K |
| Raymond James & Associates | 0.00% | New | 14,453 | $822K |
| Carl P. Sherr & Co., LLC | 0.45% | No change | 14,229 | $809K |
| Townsquare Capital LLC | 0.01% | Add +9.6% | 13,642 | $776K |
| Stifel Financial Corp. | 0.00% | Add +2.6% | 13,521 | $769K |
| Comerica Bank | 0.00% | Add +19.4% | 13,408 | $763K |
| Destination Wealth Management | 0.03% | Add +22.9% | 13,376 | $761K |
| KWB Wealth | 0.10% | No change | 12,935 | $744K |
| Ariston Services Group | 0.70% | No change | 12,868 | $732K |
| Tenon Financial LLC | 0.57% | No change | 12,798 | $728K |
| Adero Partners, LLC | 0.05% | Add +50.5% | 12,279 | $698K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 12,196 | $694K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.18% | Reduce -3.2% | 11,976 | $681K |
| Integrated Wealth Concepts LLC | 0.01% | Add +60.6% | 11,644 | $662K |
| Davidson Investment Advisors | 0.03% | Add +46.3% | 11,537 | $656K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.0% | 11,524 | $655K |
| Three Bridge Wealth Advisors, LLC | 0.26% | Reduce -2.0% | 11,425 | $650K |
| Investment Advisory Group, LLC | 0.25% | No change | 11,400 | $648K |
| Bristlecone Advisors, LLC | 0.05% | Add +4.8% | 11,226 | $639K |
| Mattern Capital Management, LLC | 0.09% | Add +4.4% | 11,140 | $634K |
| VERITY Wealth Advisors | 0.47% | No change | 10,915 | $621K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,750 | $613K |
| True Link Financial Advisors, LLC | 0.06% | Add +2.4% | 10,550 | $600K |
| Motley Fool Wealth Management, LLC | 0.03% | No change | 10,513 | $599K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -35.0% | 10,425 | $593K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.3% | 10,328 | $587K |
| Financial Advocates Investment Management | 0.04% | Reduce -30.4% | 10,225 | $582K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +154.2% | 9,848 | $560K |
| Capital Insight Partners, LLC | 0.10% | New | 9,725 | $553K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | New | 9,473 | $539K |
| Integris Wealth Management, LLC | 0.15% | Reduce -24.7% | 9,213 | $524K |
| Brighton Jones LLC | 0.02% | Add +0.0% | 9,095 | $517K |
| Jefferies Financial Group Inc. | 0.01% | No change | 8,960 | $510K |
| Shared Vision Wealth Group LLC | 0.29% | Add +69.5% | 8,740 | $497K |
| Aspen Investment Management Inc | 0.25% | Add +25.1% | 8,712 | $496K |
| Shira Ridge Wealth Management | 0.28% | Add +44.5% | 8,698 | $495K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.4% | 8,552 | $486K |
| Ieq Capital, LLC | 0.01% | Add +0.7% | 8,064 | $459K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -17.7% | 8,029 | $457K |
| Waypoint Wealth Partners Inc. | 0.13% | No change | 8,000 | $455K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.2% | 7,533 | $429K |
| NDWM LLC | 0.37% | No change | 7,438 | $423K |
| Fisher Asset Management | 0.00% | Add +12.9% | 7,319 | $416K |
| Highline Wealth Partners LLC | 0.15% | Add +0.7% | 7,144 | $406K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 7,010 | $399K |
| Lido Advisors, LLC | 0.00% | Add +4.0% | 6,806 | $387K |
| Eagle Ridge Investment Management | 0.04% | Add +1.3% | 6,797 | $387K |
| Northeast Financial Group, Inc. | 0.16% | Add +3.2% | 6,719 | $382K |
| Private Trust Co. NA | 0.04% | Add +16.3% | 6,674 | $380K |
| Cherry Tree Wealth Management, LLC | 0.10% | No change | 6,669 | $379K |
| Maxwell Wealth Strategies Inc. | 0.18% | No change | 6,638 | $378K |
| Leisure Capital Management | 0.17% | Add +4.8% | 6,594 | $375K |
| Life Planning Partners, Inc | 0.34% | No change | 6,561 | $373K |
| Wedbush Securities Inc. | 0.01% | No change | 6,528 | $371K |
| Whitegate Investment Counselors, Inc. | 0.10% | No change | 6,350 | $361K |
| Atlas Capital Advisors Inc. | 0.05% | Add +12.8% | 6,316 | $359K |
| ShankerValleau Wealth Advisors, Inc. | 0.15% | Reduce -14.1% | 6,299 | $358K |
| PFG Advisors | 0.02% | Add +3.4% | 6,285 | $357K |
| Perennial Investment Advisors, LLC | 0.05% | Add +46.3% | 6,150 | $350K |
| Van Strum & Towne Inc. | 0.13% | No change | 6,100 | $347K |
| First National Bank Sioux Falls | 0.18% | No change | 6,000 | $341K |
| Prosperitas Financial LLC | 0.21% | No change | 6,264 | $340K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -45.8% | 5,944 | $338K |
| Client First Capital LLC | 0.20% | No change | 5,871 | $334K |
| KM Capital Management Ltd. | 0.17% | Add +0.7% | 5,661 | $322K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -17.6% | 5,572 | $317K |
| Allworth Financial LP | 0.00% | No change | 5,525 | $316K |
| Falcon Wealth Planning | 0.04% | Reduce -11.6% | 5,442 | $310K |
| Old Mission Capital LLC | 0.01% | New | 5,435 | $309K |
| SOL Capital Management CO | 0.04% | No change | 5,300 | $301K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.7% | 5,249 | $299K |
| Catalina Capital Group, LLC | 0.11% | Add +0.4% | 5,195 | $296K |
| Chesley Taft & Associates LLC | 0.01% | No change | 5,100 | $290K |
| Wealthspire Retirement, LLC | 0.02% | No change | 4,815 | $274K |
| Paragon Capital Management Ltd | 0.05% | Add +10.4% | 4,777 | $272K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 4,748 | $270K |
| Equitable Holdings, Inc. | 0.00% | Add +0.7% | 4,649 | $264K |
| Rosenblum Silverman Sutton S F Inc. | 0.07% | No change | 4,600 | $262K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +5.2% | 4,515 | $257K |
| Fca Corp. | 0.08% | No change | 4,480 | $255K |
| Farther Finance Advisors, LLC | 0.01% | Add +446.8% | 4,484 | $254K |
| Citigroup Inc. | 0.00% | No change | 4,450 | $253K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -7.6% | 4,403 | $250K |
| Weaver Consulting Group | 0.09% | Add +0.1% | 4,389 | $250K |
| Southland Equity Partners LLC | 0.07% | No change | 4,318 | $246K |
| Vantage Financial Partners Ltd., Inc. | 0.06% | No change | 4,300 | $245K |
| Apollon Wealth Management, LLC | 0.01% | No change | 4,220 | $240K |
| Cassady Schiller Wealth Management, LLC | 0.10% | No change | 4,199 | $239K |
| Diversified, LLC | 0.03% | New | 4,142 | $236K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,100 | $233K |
| IMPACTfolio, LLC | 0.13% | New | 4,029 | $229K |
| Emergent Wealth Advisors, LLC | 0.18% | New | 3,985 | $227K |
| Calton & Associates, Inc. | 0.11% | Reduce -11.1% | 3,970 | $226K |
| Brown Advisory Inc. | 0.00% | Add +0.7% | 3,883 | $221K |
| HB Wealth Management, LLC | 0.00% | No change | 3,615 | $206K |
| Morton Capital Management LLC | 0.05% | Reduce -14.2% | 3,523 | $200K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 3,479 | $198K |
| Bradley & Co. Private Wealth Management, LLC | 0.13% | No change | 3,205 | $182K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.7% | 2,926 | $166K |
| Jones Financial Companies LLLP | 0.00% | New | 2,683 | $153K |
| Global Retirement Partners, LLC | 0.00% | Add +23.6% | 2,647 | $151K |
| Main Management LLC | 0.01% | Reduce -1.8% | 2,252 | $128K |
| Signature Resources Capital Management, LLC | 0.09% | Reduce -44.4% | 1,956 | $111K |
| IFP Advisors, Inc | 0.00% | No change | 1,621 | $92K |
| NorthRock Partners, LLC | 0.00% | Reduce -49.6% | 1,417 | $81K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,250 | $71K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,200 | $68K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 1,098 | $62K |
| Tidemark, LLC | 0.03% | Reduce -41.7% | 1,050 | $60K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.7% | 995 | $57K |
| Founders Financial Alliance, LLC | 0.02% | No change | 992 | $56K |
| Crewe Advisors LLC | 0.01% | New | 875 | $50K |
| GAMMA Investing LLC | 0.01% | No change | 790 | $45K |
| Rothschild Investment LLC | 0.00% | No change | 750 | $43K |
| Larson Financial Group LLC | 0.00% | New | 750 | $43K |
| Aptus Capital Advisors, LLC | 0.00% | New | 704 | $40K |
| Bessemer Group Inc. | 0.00% | New | 600 | $34K |
| Angeles Wealth Management, LLC | 0.00% | Add +107.5% | 583 | $33K |
| Capital Analysts, LLC | 0.00% | Add +0.9% | 113 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 61 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 15 | $855 |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.