iShares California Muni BondCMFETF
13F holders, Q3 2024 (September 30)272holders +21
30new positions
10sold out
4famous investors
$58.34avg. 13F price*
At the end of Q3 2024, 272 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, up 21 from Q2 2024. 30 opened new positions and 10 sold out. The largest holders were Charles Schwab Investment Management Inc. ($769.7M), FMR LLC ($343.4M) and Morgan Stanley ($104.4M). 4 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares California Muni Bond
- CUSIP
- 464288356
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $51.5M |
| Exits | 10 | $3.3M |
All 13F filers, Q2 2024 → Q3 2024: 6,589,941 shares bought and 422,320 shares sold, net +6,167,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| Charles Schwab Investment Management Inc. | 0.15% | Add +37.9% | 13,245,170 | $769.7M |
| FMR LLC | 0.02% | Add +4.6% | 5,909,686 | $343.4M |
| Morgan Stanley | 0.01% | Add +0.3% | 1,796,543 | $104.4M |
| Bank of America Corp. | 0.01% | Add +30.1% | 1,358,340 | $78.9M |
| EP Wealth Advisors, LLC | 0.65% | Add +2.8% | 1,309,215 | $76.1M |
| Facet Wealth, Inc. | 1.61% | Add +69.9% | 991,976 | $56.6M |
| Bailard, Inc. | 1.28% | Add +19.3% | 849,445 | $49.4M |
| UBS Group AG | 0.01% | Add +3.4% | 839,190 | $48.8M |
| Mariner, LLC | 0.08% | Reduce -3.2% | 798,665 | $46.4M |
| LPL Financial LLC | 0.02% | Add +7.3% | 740,654 | $43.0M |
| Wells Fargo & Company | 0.01% | Add +13.6% | 671,284 | $39.0M |
| Tiaa Trust, National Association | 0.11% | Reduce -0.7% | 642,946 | $37.4M |
| First Foundation Advisors | 1.19% | Reduce -3.0% | 545,023 | $31.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.1% | 455,915 | $26.5M |
| Royal Bank of Canada | 0.01% | Add +21.2% | 426,077 | $24.8M |
| a16z Perennial Management, L.P. | 3.00% | New | 226,366 | $24.4M |
| JPMorgan Chase & Co. | 0.00% | Add +15.0% | 411,303 | $23.9M |
| Brio Consultants, LLC | 3.78% | Add +19.7% | 408,320 | $23.7M |
| Raub Brock Capital Management LP | 4.81% | Reduce -0.2% | 407,520 | $23.7M |
| Orin Green Financial, LLC | 9.07% | Add +5.0% | 362,087 | $21.0M |
| Rwa Wealth Partners, LLC | 0.26% | Add +8.8% | 361,051 | $21.0M |
| Opes Wealth Management LLC | 3.63% | Reduce -1.4% | 324,843 | $18.9M |
| Manhattan West Asset Management, LLC | 4.79% | Add +1.0% | 318,972 | $18.5M |
| Slow Capital, Inc. | 2.81% | Add +7.0% | 316,083 | $18.4M |
| Alliancebernstein L.P. | 0.01% | Add +11.7% | 288,516 | $16.8M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -1.9% | 286,746 | $16.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -8.8% | 276,106 | $16.0M |
| Assetmark, Inc. | 0.04% | Add +4.4% | 268,406 | $15.6M |
| Financial Connections Group, Inc. | 6.77% | Reduce -3.7% | 237,105 | $13.8M |
| BlackRock, Inc. | 0.00% | — | 233,064 | $13.5M |
| Myecfo, LLC | 6.60% | Add +0.6% | 209,228 | $12.2M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 207,658 | $12.1M |
| Sei Investments Co. | 0.02% | Reduce -3.5% | 199,489 | $11.6M |
| Cetera Investment Advisers | 0.03% | Add +5.5% | 199,225 | $11.6M |
| Pure Financial Advisors, LLC | 0.28% | Add +4.8% | 198,397 | $11.5M |
| Rinkey Investments | 3.71% | Add +76.0% | 197,522 | $11.5M |
| Betterment LLC | 0.03% | Add +2.9% | 194,690 | $11.3M |
| Creative Planning | 0.01% | Add +8.9% | 191,327 | $11.1M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -1.2% | 174,506 | $10.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -2.9% | 163,719 | $9.5M |
| West Wealth Group, LLC | 2.75% | Add +12.1% | 146,243 | $8.5M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +23.9% | 145,625 | $8.5M |
| Bank of Montreal | 0.00% | Add +4.4% | 143,977 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.8% | 137,920 | $8.0M |
| Navalign, LLC | 2.26% | Add +5.0% | 132,275 | $7.7M |
| Cerity Partners LLC | 0.02% | Add +1.1% | 131,129 | $7.6M |
| Beacon Pointe Advisors, LLC | 0.09% | Reduce -0.3% | 131,059 | $7.6M |
| Composition Wealth, LLC | 0.17% | Reduce -5.6% | 129,848 | $7.5M |
| NewEdge Advisors, LLC | 0.05% | Add +2.1% | 128,509 | $7.5M |
| Certus Wealth Management, LLC | 5.17% | Add +1.6% | 127,830 | $7.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +1.0% | 115,493 | $6.7M |
| Mission Wealth Management, LP | 0.16% | Reduce -0.3% | 109,818 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Add +2.0% | 108,978 | $6.3M |
| Focus Partners Wealth | 0.02% | New | 107,814 | $6.3M |
| Captrust Financial Advisors | 0.02% | Add +3.1% | 107,808 | $6.3M |
| Choreo, LLC | 0.09% | Reduce -3.0% | 107,494 | $6.3M |
| Affinity Capital Advisors, LLC | 1.15% | Reduce -1.9% | 101,900 | $5.9M |
| Alpha Financial Partners LLC | 3.83% | New | 92,516 | $5.4M |
| Ehrlich Financial Group | 3.83% | Add +16.6% | 92,516 | $5.4M |
| Client First Capital LLC | 2.97% | Add +1474.5% | 92,440 | $5.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +43.3% | 92,946 | $5.3M |
| Amara Financial, Llc. | 4.97% | — | 89,322 | $5.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -4.6% | 89,286 | $5.2M |
| Parallel Advisors, LLC | 0.12% | Add +0.0% | 88,155 | $5.1M |
| United Capital Financial Advisors, LLC | 0.04% | Add +21.8% | 88,060 | $5.1M |
| Deutsche Bank AG | 0.00% | No change | 82,670 | $4.8M |
| Bank of Stockton | 1.42% | Reduce -0.1% | 81,313 | $4.7M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -1.4% | 80,622 | $4.7M |
| Traveka Wealth, LLC | 2.30% | Reduce -2.9% | 77,829 | $4.5M |
| Omega Financial Group, LLC | 1.69% | Add +5.0% | 76,557 | $4.4M |
| Lodestar Private Asset Management LLC | 0.56% | Add +3.9% | 76,135 | $4.4M |
| First American Trust, FSB | 0.42% | Add +3.6% | 72,410 | $4.2M |
| Freestone Capital Holdings, LLC | 0.14% | Reduce -1.1% | 71,361 | $4.1M |
| Whittier Trust Co. | 0.05% | Reduce -2.8% | 66,916 | $3.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Add +9.8% | 65,680 | $3.8M |
| Westfuller Advisors, LLC | 2.69% | — | 64,448 | $3.7M |
| Elmwood Wealth Management, Inc. | 1.54% | Add +3.8% | 64,163 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +18.8% | 63,924 | $3.7M |
| Bell Investment Advisors, Inc | 0.63% | Add +6.6% | 59,353 | $3.4M |
| Renaissance Technologies | 0.01% | Add +20.3% | 59,063 | $3.4M |
| Townsquare Capital LLC | 0.04% | Add +318.8% | 57,130 | $3.3M |
| SteelPeak Wealth, LLC | 0.15% | Add +4.1% | 56,931 | $3.3M |
| Creative Capital Management Investments LLC | 1.35% | Add +0.8% | 55,541 | $3.2M |
| Warren Street Wealth Advisors, LLC | 1.30% | Add +0.7% | 54,019 | $3.1M |
| Jane Street Group, LLC | 0.00% | New | 52,582 | $3.1M |
| Hamilton Wealth, LLC | 0.73% | Reduce -60.6% | 51,470 | $3.0M |
| Williams & Novak, LLC | 2.71% | Reduce -4.1% | 49,915 | $2.9M |
| Heritage Wealth Management, Inc. | 2.59% | Reduce -3.4% | 49,386 | $2.9M |
| Kowal Investment Group, LLC | 0.50% | Add +4.6% | 46,818 | $2.7M |
| Compound Planning, Inc. | 0.16% | Add +22.9% | 43,983 | $2.6M |
| Vishria Bird Financial Group, LLC | 0.94% | New | 42,493 | $2.5M |
| Gould Asset Management LLC | 0.53% | Add +18.1% | 42,455 | $2.5M |
| RHS Financial, LLC | 1.24% | Add +3.4% | 42,375 | $2.5M |
| DeDora Capital, Inc. | 0.67% | Reduce -1.8% | 41,129 | $2.4M |
| Apella Capital, LLC | 0.10% | Add +33.9% | 40,873 | $2.4M |
| Westside Investment Management, Inc. | 0.51% | Reduce -0.2% | 40,820 | $2.4M |
| Spinnaker Investment Group, LLC | 0.57% | Reduce -13.8% | 40,018 | $2.3M |
| US Bancorp \de | 0.00% | Add +26.4% | 39,802 | $2.3M |
| Evergreen Capital Management LLC | 0.07% | Reduce -0.7% | 34,134 | $2.0M |
| Peninsula Wealth, LLC | 0.35% | Add +19.3% | 34,229 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -24.9% | 33,276 | $1.9M |
| Pacific Capital Wealth Advisors, Inc. | 0.32% | Reduce -5.1% | 32,617 | $1.9M |
| Columbia Bank | 0.65% | Add +21.5% | 30,726 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -64.1% | 29,323 | $1.7M |
| McIlrath & Eck, LLC | 0.22% | Add +13.7% | 29,140 | $1.7M |
| WealthCollab, LLC | 1.11% | Add +5.2% | 29,066 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -12.1% | 29,017 | $1.7M |
| Fairview Capital Investment Management, LLC | 0.09% | Add +0.9% | 28,220 | $1.6M |
| Towerpoint Wealth, LLC | 0.75% | Add +0.2% | 27,136 | $1.6M |
| Running Point Capital Advisors, LLC | 0.61% | No change | 27,054 | $1.6M |
| One Capital Management, LLC | 0.05% | Add +42.5% | 26,845 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +36.5% | 25,958 | $1.5M |
| SimpliFi, Inc. | 0.64% | Add +0.7% | 24,797 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Add +278.3% | 24,698 | $1.4M |
| Johnson Bixby & Associates, LLC | 0.22% | Add +18.7% | 24,430 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +2.8% | 24,249 | $1.4M |
| HSBC Holdings PLC | 0.00% | Reduce -44.5% | 23,947 | $1.4M |
| McNaughton Wealth Management, LLC | 0.68% | Add +2.7% | 23,864 | $1.4M |
| Clark Asset Management, LLC | 0.30% | Add +1.6% | 23,698 | $1.4M |
| HCR Wealth Advisors | 0.18% | Add +2.2% | 23,352 | $1.4M |
| Empower Advisory Group, LLC | 0.00% | Add +11.5% | 23,010 | $1.3M |
| Curtis Advisory Group, LLC | 0.37% | Add +2.3% | 22,651 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | New | 22,517 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | New | 20,506 | $1.2M |
| Merriman Wealth Management, LLC | 0.05% | Add +0.4% | 20,280 | $1.2M |
| Safeguard Investment Advisory Group, LLC | 0.33% | Reduce -4.1% | 19,947 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +15.0% | 19,517 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +86.5% | 19,259 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -12.4% | 19,203 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -12.4% | 19,203 | $1.1M |
| Tillman Hartley LLC | 0.32% | No change | 18,768 | $1.1M |
| Savant Capital, LLC | 0.01% | No change | 18,406 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -1.8% | 18,186 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +55.8% | 18,139 | $1.1M |
| Eclectic Associates Inc. | 0.40% | No change | 17,350 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +27.2% | 17,202 | $1000K |
| Topel & Distasi Wealth Management, LLC | 0.41% | No change | 16,993 | $987K |
| LM Advisors LLC | 0.19% | Reduce -5.8% | 16,266 | $945K |
| Citadel Advisors | 0.00% | New | 16,012 | $930K |
| AE Wealth Management LLC | 0.01% | No change | 15,806 | $918K |
| Valmark Advisers, Inc. | 0.01% | Add +3.3% | 15,797 | $918K |
| Boltwood Capital Management | 0.26% | Reduce -19.2% | 15,210 | $884K |
| Werba Rubin Papier Wealth Management | 0.21% | Reduce -26.4% | 15,068 | $876K |
| RiverFront Investment Group, LLC | 0.02% | Add +84.8% | 14,838 | $862K |
| Destination Wealth Management | 0.03% | Add +7.0% | 14,310 | $832K |
| Raymond James & Associates | 0.00% | Reduce -1.4% | 14,244 | $828K |
| Guggenheim Capital LLC | 0.01% | New | 14,239 | $827K |
| Three Bridge Wealth Advisors, LLC | 0.29% | Add +20.3% | 13,740 | $798K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.5% | 13,659 | $794K |
| Jones Financial Companies LLLP | 0.00% | Add +396.0% | 13,307 | $774K |
| Tru Independence Asset Management 2, LLC | 0.64% | — | 13,054 | $759K |
| Ariston Services Group | 0.65% | No change | 12,868 | $748K |
| Tenon Financial LLC | 0.49% | No change | 12,798 | $744K |
| Carl P. Sherr & Co., LLC | 0.38% | Reduce -12.2% | 12,499 | $726K |
| Adero Partners, LLC | 0.05% | No change | 12,279 | $714K |
| Avantax Planning Partners, Inc. | 0.03% | No change | 12,196 | $709K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.17% | Add +1.0% | 12,101 | $703K |
| Comerica Bank | 0.00% | Reduce -12.4% | 11,743 | $682K |
| Bristlecone Advisors, LLC | 0.05% | Add +3.9% | 11,664 | $678K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +120.1% | 11,553 | $671K |
| Investment Advisory Group, LLC | 0.23% | No change | 11,400 | $662K |
| Shared Vision Wealth Group LLC | 0.35% | Add +29.9% | 11,355 | $660K |
| Mattern Capital Management, LLC | 0.08% | Add +1.2% | 11,277 | $655K |
| Davidson Investment Advisors | 0.03% | Reduce -3.8% | 11,100 | $645K |
| Shira Ridge Wealth Management | 0.33% | Add +27.1% | 11,058 | $643K |
| VERITY Wealth Advisors | 0.45% | No change | 10,915 | $634K |
| Aspen Investment Management Inc | 0.29% | Add +24.9% | 10,881 | $632K |
| Instrumental Wealth, LLC | 0.61% | New | 10,954 | $630K |
| True Link Financial Advisors, LLC | 0.05% | No change | 10,550 | $613K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.7% | 10,350 | $601K |
| First National Bank Sioux Falls | 0.26% | Add +66.7% | 10,000 | $581K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +0.7% | 9,915 | $576K |
| Financial Advocates Investment Management | 0.03% | Reduce -3.8% | 9,840 | $572K |
| Capital Insight Partners, LLC | 0.10% | No change | 9,725 | $565K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 9,473 | $550K |
| Integris Wealth Management, LLC | 0.15% | No change | 9,213 | $535K |
| Brighton Jones LLC | 0.02% | Reduce -3.7% | 8,757 | $509K |
| Coldstream Capital Management Inc. | 0.01% | No change | 8,552 | $497K |
| Ieq Capital, LLC | 0.01% | Add +0.7% | 8,119 | $472K |
| Northeast Financial Group, Inc. | 0.18% | Add +19.6% | 8,037 | $467K |
| Neumann Capital Management, LLC | 0.15% | Reduce -52.4% | 8,000 | $465K |
| Waypoint Wealth Partners Inc. | 0.12% | No change | 8,000 | $465K |
| Paragon Capital Management Ltd | 0.09% | Add +64.5% | 7,860 | $457K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.7% | 7,640 | $444K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.2% | 7,445 | $433K |
| NDWM LLC | 0.36% | No change | 7,438 | $432K |
| Life Planning Partners, Inc | 0.39% | Add +13.3% | 7,437 | $432K |
| Alpha Cubed Investments, LLC | 0.02% | New | 7,269 | $422K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 7,010 | $407K |
| White Pine Capital LLC | 0.14% | New | 7,000 | $407K |
| Atlas Capital Advisors Inc. | 0.06% | Add +8.6% | 6,862 | $399K |
| Eagle Ridge Investment Management | 0.03% | Add +0.8% | 6,850 | $398K |
| Strategic Financial Services, Inc. | 0.02% | New | 6,844 | $398K |
| Highline Wealth Partners LLC | 0.13% | Reduce -4.9% | 6,793 | $395K |
| Private Trust Co. NA | 0.04% | Add +0.1% | 6,684 | $388K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 6,669 | $388K |
| Archvest Wealth Advisors, Inc. | 0.24% | New | 6,569 | $382K |
| Maxwell Wealth Strategies Inc. | 0.16% | No change | 6,638 | $381K |
| Lido Advisors, LLC | 0.00% | Reduce -6.5% | 6,364 | $370K |
| Whitegate Investment Counselors, Inc. | 0.10% | No change | 6,350 | $369K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 6,300 | $366K |
| AQR Capital Management | 0.00% | New | 6,300 | $366K |
| ShankerValleau Wealth Advisors, Inc. | 0.12% | No change | 6,299 | $366K |
| Leisure Capital Management | 0.16% | Reduce -4.6% | 6,290 | $366K |
| Fort Point Capital Partners LLC | 0.04% | New | 6,136 | $357K |
| Fisher Asset Management | 0.00% | Reduce -16.6% | 6,102 | $355K |
| Van Strum & Towne Inc. | 0.12% | No change | 6,100 | $354K |
| Elyxium Wealth, LLC | 0.19% | — | 6,066 | $352K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -2.8% | 5,981 | $348K |
| Prosperitas Financial LLC | 0.18% | No change | 6,264 | $340K |
| Kingsview Wealth Management, LLC | 0.01% | Add +3.8% | 5,784 | $336K |
| KM Capital Management Ltd. | 0.18% | Add +0.7% | 5,700 | $331K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +28.1% | 5,639 | $328K |
| Allworth Financial LP | 0.00% | No change | 5,525 | $321K |
| PFG Advisors | 0.02% | Reduce -13.3% | 5,452 | $317K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +442.9% | 5,402 | $314K |
| GAMMA Investing LLC | 0.03% | Add +580.3% | 5,374 | $312K |
| SOL Capital Management CO | 0.03% | No change | 5,300 | $308K |
| WESPAC Advisors SoCal, LLC | 0.07% | New | 5,256 | $305K |
| Catalina Capital Group, LLC | 0.10% | Add +0.4% | 5,216 | $303K |
| Altfest L J & Co. Inc. | 0.04% | New | 5,218 | $303K |
| Legacy Edge Advisors, LLC | 0.05% | New | 5,200 | $302K |
| Chesley Taft & Associates LLC | 0.01% | No change | 5,100 | $296K |
| Citigroup Inc. | 0.00% | Add +9.0% | 4,850 | $282K |
| Wealthspire Retirement, LLC | 0.02% | No change | 4,815 | $280K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 4,748 | $276K |
| One Degree Advisors Inc | 0.12% | Reduce -72.6% | 4,731 | $275K |
| Equitable Holdings, Inc. | 0.00% | Add +0.5% | 4,671 | $271K |
| IMPACTfolio, LLC | 0.14% | Add +14.7% | 4,621 | $269K |
| Falcon Wealth Planning | 0.03% | Reduce -15.3% | 4,611 | $268K |
| Emergent Wealth Advisors, LLC | 0.19% | Add +13.1% | 4,508 | $262K |
| Fca Corp. | 0.08% | No change | 4,480 | $260K |
| Flputnam Investment Management Co. | 0.00% | New | 4,408 | $256K |
| Weaver Consulting Group | 0.08% | Add +0.1% | 4,391 | $255K |
| Southland Equity Partners LLC | 0.06% | No change | 4,318 | $251K |
| Diversified, LLC | 0.03% | Add +0.7% | 4,170 | $242K |
| Diversified Enterprises, LLC | 0.03% | — | 4,170 | $242K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -8.0% | 4,156 | $242K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,100 | $238K |
| Calton & Associates, Inc. | 0.09% | Add +0.2% | 3,979 | $231K |
| Brown Advisory Inc. | 0.00% | Add +0.6% | 3,908 | $227K |
| HB Wealth Management, LLC | 0.00% | No change | 3,615 | $210K |
| Clearstead Advisors, LLC | 0.00% | New | 3,614 | $210K |
| Morton Capital Management LLC | 0.04% | Add +0.7% | 3,547 | $206K |
| PFG Investments, LLC | 0.01% | New | 3,480 | $202K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 3,479 | $202K |
| Welch & Forbes LLC | 0.00% | New | 3,479 | $202K |
| Planned Solutions, Inc. | 0.08% | New | 3,200 | $186K |
| GeoWealth Management, LLC | 0.01% | New | 3,066 | $178K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.7% | 2,946 | $171K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,647 | $154K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -41.3% | 2,633 | $153K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,352 | $137K |
| Main Management LLC | 0.01% | Reduce -7.1% | 2,093 | $122K |
| Signature Resources Capital Management, LLC | 0.10% | Add +0.6% | 1,968 | $114K |
| Larson Financial Group LLC | 0.01% | Add +100.0% | 1,500 | $87K |
| NorthRock Partners, LLC | 0.00% | No change | 1,417 | $82K |
| IFP Advisors, Inc | 0.00% | Reduce -18.5% | 1,321 | $77K |
| Cwm, LLC | 0.00% | New | 1,256 | $73K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,250 | $73K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,200 | $70K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -1.9% | 1,077 | $63K |
| Tidemark, LLC | 0.03% | No change | 1,050 | $61K |
| Founders Financial Alliance, LLC | 0.02% | No change | 992 | $58K |
| Crewe Advisors LLC | 0.01% | No change | 875 | $51K |
| Rothschild Investment LLC | 0.00% | No change | 750 | $44K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 704 | $41K |
| Angeles Wealth Management, LLC | 0.00% | No change | 583 | $34K |
| Ballast Advisors LLC | 0.01% | New | 495 | $29K |
| Harbour Investments, Inc. | 0.00% | No change | 61 | $4K |
| Abound Wealth Management | 0.00% | New | 21 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 15 | $872 |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.