iShares California Muni BondCMFETF
13F holders, Q4 2024 (December 31)301holders +29
32new positions
24sold out
5famous investors
$57.48avg. 13F price*
At the end of Q4 2024, 301 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, up 29 from Q3 2024. 32 opened new positions and 24 sold out. The largest holders were Charles Schwab Investment Management Inc. ($629.8M), Wealthfront Advisers LLC ($391.1M) and FMR LLC ($317.0M). 5 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares California Muni Bond
- CUSIP
- 464288356
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $15.9M |
| Exits | 24 | $35.8M |
All 13F filers, Q3 2024 → Q4 2024: 10,082,416 shares bought and 3,582,133 shares sold, net +6,500,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| Charles Schwab Investment Management Inc. | 0.12% | Reduce -17.0% | 10,994,709 | $629.8M |
| Wealthfront Advisers LLC | 1.14% | Add +34881.3% | 6,827,300 | $391.1M |
| FMR LLC | 0.02% | Reduce -6.3% | 5,534,427 | $317.0M |
| Morgan Stanley | 0.01% | Add +2.4% | 1,840,441 | $105.4M |
| Bank of America Corp. | 0.01% | Add +24.7% | 1,693,917 | $97.0M |
| EP Wealth Advisors, LLC | 0.67% | Add +8.7% | 1,422,978 | $81.5M |
| Facet Wealth, Inc. | 1.73% | Add +15.8% | 1,148,937 | $65.4M |
| Bailard, Inc. | 1.56% | Add +25.1% | 1,063,062 | $60.9M |
| Mariner, LLC | 0.08% | Add +10.4% | 881,431 | $50.5M |
| LPL Financial LLC | 0.02% | Add +11.5% | 825,517 | $47.3M |
| UBS Group AG | 0.01% | Reduce -5.5% | 793,201 | $45.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +168.5% | 741,353 | $42.5M |
| Wells Fargo & Company | 0.01% | Reduce -2.8% | 652,484 | $37.4M |
| Tiaa Trust, National Association | 0.10% | Reduce -6.8% | 599,554 | $34.3M |
| First Foundation Advisors | 1.21% | Add +3.1% | 561,740 | $32.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.3% | 484,536 | $27.8M |
| JPMorgan Chase & Co. | 0.00% | Add +15.1% | 473,548 | $27.1M |
| Royal Bank of Canada | 0.01% | Add +5.1% | 447,822 | $25.7M |
| a16z Perennial Management, L.P. | 2.77% | No change | 226,366 | $23.9M |
| Brio Consultants, LLC | 3.69% | Add +0.9% | 411,854 | $23.6M |
| Raub Brock Capital Management LP | 5.01% | Add +0.9% | 411,400 | $23.6M |
| BlackRock, Inc. | 0.00% | Add +59.9% | 372,724 | $21.3M |
| Rwa Wealth Partners, LLC | 0.26% | Add +1.4% | 365,911 | $21.0M |
| Opes Wealth Management LLC | 4.05% | Add +6.1% | 344,721 | $19.7M |
| Mercer Global Advisors Inc. | 0.05% | Add +17.7% | 337,587 | $19.3M |
| Assetmark, Inc. | 0.05% | Add +22.7% | 329,404 | $18.9M |
| Manhattan West Asset Management, LLC | 5.09% | Add +3.1% | 328,951 | $18.8M |
| Slow Capital, Inc. | 2.30% | Reduce -10.2% | 283,724 | $16.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.5% | 281,448 | $16.1M |
| Bank of Montreal | 0.01% | Add +90.9% | 274,822 | $15.7M |
| Sei Investments Co. | 0.02% | Add +18.0% | 235,457 | $13.5M |
| Financial Connections Group, Inc. | 6.32% | Reduce -3.1% | 229,760 | $13.2M |
| Myecfo, LLC | 6.95% | Add +7.3% | 224,614 | $12.9M |
| Cerity Partners LLC | 0.03% | Add +70.6% | 223,748 | $12.8M |
| Cetera Investment Advisers | 0.03% | Add +10.6% | 220,407 | $12.6M |
| Betterment LLC | 0.03% | Add +8.4% | 211,049 | $12.1M |
| Raymond James Financial Inc. | 0.00% | — | 198,944 | $11.4M |
| Pure Financial Advisors, LLC | 0.26% | Add +0.1% | 198,585 | $11.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.1% | 194,938 | $11.2M |
| West Wealth Group, LLC | 3.28% | Add +31.1% | 191,741 | $11.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +25.2% | 182,305 | $10.4M |
| Rinkey Investments | 3.31% | Reduce -8.5% | 180,689 | $10.3M |
| Creative Planning | 0.01% | Reduce -5.8% | 180,257 | $10.3M |
| OneDigital Investment Advisors LLC | 0.12% | Add +0.1% | 174,706 | $10.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +20.7% | 166,476 | $9.5M |
| Focus Partners Wealth | 0.02% | Add +40.9% | 151,944 | $8.7M |
| Navalign, LLC | 2.55% | Add +14.3% | 151,156 | $8.7M |
| Captrust Financial Advisors | 0.02% | Add +40.1% | 151,021 | $8.7M |
| Certus Wealth Management, LLC | 5.34% | Add +9.5% | 140,006 | $8.0M |
| NewEdge Advisors, LLC | 0.05% | Add +2.1% | 131,212 | $7.5M |
| Affinity Capital Advisors, LLC | 1.36% | Add +24.4% | 126,721 | $7.2M |
| Osaic Holdings, Inc. | 0.02% | Add +14.8% | 125,166 | $7.2M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -6.4% | 122,631 | $7.0M |
| Composition Wealth, LLC | 0.14% | Reduce -6.0% | 122,110 | $7.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +6.3% | 122,710 | $7.0M |
| Deutsche Bank AG | 0.00% | Add +40.5% | 116,120 | $6.7M |
| First American Trust, FSB | 0.60% | Add +46.0% | 105,693 | $6.1M |
| Mission Wealth Management, LP | 0.14% | Reduce -4.2% | 105,260 | $6.0M |
| Choreo, LLC | 0.08% | Reduce -4.2% | 103,029 | $5.9M |
| Ehrlich Financial Group | 3.90% | Add +3.6% | 95,820 | $5.5M |
| Amara Financial, Llc. | 5.04% | Add +6.7% | 95,341 | $5.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.0% | 93,786 | $5.4M |
| Client First Capital LLC | 2.73% | Add +0.1% | 92,578 | $5.3M |
| Parallel Advisors, LLC | 0.11% | Reduce -1.9% | 86,528 | $5.0M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -2.4% | 85,920 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -9.9% | 83,754 | $4.8M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -0.5% | 80,222 | $4.6M |
| Bank of Stockton | 1.37% | Reduce -3.1% | 78,797 | $4.5M |
| Traveka Wealth, LLC | 2.47% | Add +0.7% | 78,339 | $4.5M |
| Omega Financial Group, LLC | 1.64% | Reduce -0.9% | 75,841 | $4.3M |
| MML Investors Services, LLC | 0.01% | Add +17.3% | 74,995 | $4.3M |
| Lodestar Private Asset Management LLC | 0.52% | Reduce -5.1% | 72,252 | $4.1M |
| Freestone Capital Holdings, LLC | 0.13% | Reduce -6.6% | 66,660 | $3.8M |
| Whittier Trust Co. | 0.05% | Reduce -1.4% | 65,949 | $3.8M |
| Elmwood Wealth Management, Inc. | 1.51% | Add +1.6% | 65,190 | $3.7M |
| Westfuller Advisors, LLC | 2.35% | Add +0.0% | 64,460 | $3.7M |
| Bell Investment Advisors, Inc | 0.69% | Add +8.2% | 64,206 | $3.7M |
| Valmark Advisers, Inc. | 0.05% | Add +276.5% | 59,476 | $3.4M |
| Warren Street Wealth Advisors, LLC | 1.35% | Add +6.0% | 57,284 | $3.3M |
| Townsquare Capital LLC | 0.04% | Reduce -0.8% | 56,689 | $3.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -13.7% | 56,676 | $3.2M |
| SteelPeak Wealth, LLC | 0.13% | Reduce -0.6% | 56,579 | $3.2M |
| US Bancorp \de | 0.00% | Add +41.8% | 56,431 | $3.2M |
| Creative Capital Management Investments LLC | 1.33% | Add +0.1% | 55,601 | $3.2M |
| Compound Planning, Inc. | 0.16% | Add +24.4% | 54,709 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +107.2% | 53,772 | $3.1M |
| Guggenheim Capital LLC | 0.02% | Add +248.4% | 49,605 | $2.8M |
| Heritage Wealth Management, Inc. | 2.34% | Reduce -3.2% | 47,811 | $2.7M |
| Gould Asset Management LLC | 0.57% | Add +11.6% | 47,365 | $2.7M |
| Integrated Wealth Concepts LLC | 0.03% | Add +158.9% | 46,964 | $2.7M |
| Williams & Novak, LLC | 2.52% | Reduce -8.6% | 45,610 | $2.6M |
| Flow Traders U.S. LLC | 0.10% | New | 45,544 | $2.6M |
| MAI Capital Management | 0.02% | New | 45,245 | $2.6M |
| Renaissance Technologies | 0.00% | Reduce -25.4% | 44,072 | $2.5M |
| Westside Investment Management, Inc. | 0.52% | Add +5.5% | 43,084 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +28.5% | 42,746 | $2.4M |
| Vishria Bird Financial Group, LLC | 0.85% | No change | 42,493 | $2.4M |
| Spinnaker Investment Group, LLC | 0.57% | Add +2.6% | 41,061 | $2.4M |
| DeDora Capital, Inc. | 0.64% | Reduce -1.0% | 40,707 | $2.3M |
| Atlas Legacy Advisors, LLC | 0.53% | — | 37,950 | $2.2M |
| One Capital Management, LLC | 0.07% | Add +39.8% | 37,520 | $2.1M |
| Apella Capital, LLC | 0.08% | Reduce -9.2% | 37,105 | $2.1M |
| Columbia Bank | 0.71% | Add +17.9% | 36,226 | $2.0M |
| Peninsula Wealth, LLC | 0.34% | Add +2.7% | 35,155 | $2.0M |
| Evergreen Capital Management LLC | 0.06% | No change | 34,134 | $2.0M |
| WealthCollab, LLC | 1.25% | Add +16.9% | 33,963 | $1.9M |
| McIlrath & Eck, LLC | 0.23% | Add +10.0% | 32,056 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +6.8% | 30,998 | $1.8M |
| RHS Financial, LLC | 0.92% | Reduce -27.0% | 30,921 | $1.8M |
| Wedbush Securities Inc. | 0.06% | Add +21.9% | 30,105 | $1.7M |
| Johnson Bixby & Associates, LLC | 0.26% | Add +21.4% | 29,646 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +0.9% | 29,584 | $1.7M |
| Fairview Capital Investment Management, LLC | 0.09% | Add +3.8% | 29,295 | $1.7M |
| Curtis Advisory Group, LLC | 0.43% | Add +26.6% | 28,680 | $1.6M |
| Pacific Capital Wealth Advisors, Inc. | 0.27% | Reduce -13.5% | 28,213 | $1.6M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.04% | Add +191.2% | 27,583 | $1.6M |
| Towerpoint Wealth, LLC | 0.76% | Add +0.2% | 27,197 | $1.6M |
| Running Point Capital Advisors, LLC | 0.53% | Reduce -1.0% | 26,790 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +48.6% | 25,559 | $1.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +5.1% | 25,476 | $1.5M |
| Empower Advisory Group, LLC | 0.00% | Add +9.7% | 25,246 | $1.4M |
| Shira Ridge Wealth Management | 0.70% | Add +127.1% | 25,111 | $1.4M |
| HSBC Holdings PLC | 0.00% | Add +3.0% | 24,663 | $1.4M |
| Clark Asset Management, LLC | 0.26% | Add +3.9% | 24,628 | $1.4M |
| Leisure Capital Management | 0.55% | Add +287.2% | 24,353 | $1.4M |
| SimpliFi, Inc. | 0.63% | Reduce -2.4% | 24,200 | $1.4M |
| Argyle Capital Partners, LLC | 1.19% | — | 24,183 | $1.4M |
| McNaughton Wealth Management, LLC | 0.66% | Add +0.8% | 24,055 | $1.4M |
| HCR Wealth Advisors | 0.17% | Add +1.5% | 23,705 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +4.6% | 23,561 | $1.3M |
| Hamilton Wealth, LLC | 0.32% | Reduce -54.7% | 23,308 | $1.3M |
| IFC Advisors LLC | 0.28% | — | 22,649 | $1.3M |
| RiverFront Investment Group, LLC | 0.03% | Add +51.4% | 22,459 | $1.3M |
| Moss Adams Wealth Advisors LLC | 0.13% | New | 22,250 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +11.5% | 21,414 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +11.5% | 21,414 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.0% | 20,515 | $1.2M |
| Merriman Wealth Management, LLC | 0.05% | Add +0.5% | 20,378 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +3.5% | 19,941 | $1.1M |
| Silver Oak Wealth Advisors Services, LLC | 0.96% | — | 19,424 | $1.1M |
| Allworth Financial LP | 0.01% | Add +248.8% | 19,273 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +39.4% | 19,036 | $1.1M |
| Safeguard Investment Advisory Group, LLC | 0.30% | Reduce -5.7% | 18,809 | $1.1M |
| Tillman Hartley LLC | 0.31% | No change | 18,768 | $1.1M |
| Blue Oak Capital, LLC | 0.65% | — | 18,766 | $1.1M |
| Savant Capital, LLC | 0.01% | No change | 18,406 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +36.4% | 18,152 | $1.0M |
| Eclectic Associates Inc. | 0.31% | Add +4.5% | 18,134 | $1.0M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -1.1% | 17,985 | $1.0M |
| Destination Wealth Management | 0.03% | Add +22.3% | 17,501 | $1.0M |
| Werba Rubin Papier Wealth Management | 0.23% | Add +50.2% | 22,638 | $987K |
| Conquis Financial LLC | 1.00% | — | 17,118 | $981K |
| Prospera Financial Services Inc | 0.02% | New | 16,995 | $973K |
| Topel & Distasi Wealth Management, LLC | 0.42% | No change | 16,993 | $973K |
| Engineers Gate Manager LP | 0.02% | New | 16,746 | $959K |
| LM Advisors LLC | 0.17% | No change | 16,266 | $932K |
| LifeWealth Investments, LLC | 0.60% | — | 15,806 | $905K |
| Boltwood Capital Management | 0.26% | Reduce -1.6% | 14,960 | $857K |
| Three Bridge Wealth Advisors, LLC | 0.29% | Add +6.5% | 14,638 | $838K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +41.5% | 14,028 | $804K |
| Tme Financial, Inc. | 0.72% | — | 13,243 | $770K |
| Cresset Asset Management, LLC | 0.00% | New | 13,210 | $757K |
| Tru Independence Asset Management 2, LLC | 0.62% | No change | 13,054 | $748K |
| Ariston Services Group | 0.64% | No change | 12,868 | $737K |
| Tenon Financial LLC | 0.48% | No change | 12,798 | $734K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.18% | Add +5.0% | 12,710 | $728K |
| Capital Insight Partners, LLC | 0.13% | Add +30.6% | 12,700 | $727K |
| Greykasell Wealth Strategies, Inc. | 0.40% | — | 12,662 | $725K |
| Comerica Bank | 0.00% | Add +7.5% | 12,620 | $723K |
| Bristlecone Advisors, LLC | 0.06% | Add +7.2% | 12,505 | $716K |
| NDWM LLC | 0.60% | Add +68.0% | 12,495 | $716K |
| Mattern Capital Management, LLC | 0.09% | Add +9.3% | 12,326 | $706K |
| Adero Partners, LLC | 0.05% | No change | 12,279 | $703K |
| Pathstone Holdings, LLC | 0.00% | New | 12,367 | $702K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +4.0% | 12,021 | $689K |
| Davidson Investment Advisors | 0.03% | Add +5.1% | 11,669 | $668K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -4.8% | 11,616 | $665K |
| Instrumental Wealth, LLC | 0.62% | Add +5.1% | 11,515 | $658K |
| True Link Financial Advisors, LLC | 0.06% | Add +8.5% | 11,450 | $656K |
| Investment Advisory Group, LLC | 0.22% | No change | 11,400 | $653K |
| Shared Vision Wealth Group LLC | 0.34% | Add +0.0% | 11,360 | $651K |
| Citadel Advisors | 0.00% | Reduce -31.8% | 10,920 | $625K |
| VERITY Wealth Advisors | 0.45% | No change | 10,915 | $625K |
| Aspen Investment Management Inc | 0.29% | No change | 10,881 | $623K |
| Trace Wealth Advisors, LLC | 0.54% | — | 10,452 | $599K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,350 | $590K |
| Millennium Management | 0.00% | New | 10,264 | $588K |
| First National Bank Sioux Falls | 0.25% | Add +2.2% | 10,222 | $586K |
| Financial Advocates Investment Management | 0.03% | Reduce -3.5% | 9,497 | $544K |
| Integris Wealth Management, LLC | 0.15% | No change | 9,213 | $528K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 9,073 | $520K |
| Falcon Wealth Planning | 0.06% | Add +95.3% | 9,004 | $516K |
| Brighton Jones LLC | 0.01% | No change | 8,757 | $502K |
| Northeast Financial Group, Inc. | 0.19% | Add +7.9% | 8,675 | $497K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.1% | 8,642 | $495K |
| Life Planning Partners, Inc | 0.44% | Add +12.1% | 8,337 | $478K |
| Atlas Capital Advisors Inc. | 0.06% | Add +20.6% | 8,272 | $474K |
| Ieq Capital, LLC | 0.00% | Reduce -0.6% | 8,074 | $462K |
| Neumann Capital Management, LLC | 0.15% | No change | 8,000 | $458K |
| Waypoint Wealth Partners Inc. | 0.13% | No change | 8,000 | $458K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +25.7% | 7,918 | $454K |
| WESPAC Advisors SoCal, LLC | 0.10% | Add +49.5% | 7,857 | $450K |
| Nautilus Advisors LLC | 0.36% | — | 7,850 | $450K |
| Catalina Capital Group, LLC | 0.14% | Add +41.2% | 7,363 | $422K |
| Golden State Wealth Management, LLC | 0.06% | — | 7,248 | $415K |
| North Berkeley Wealth Management, LLC | 0.42% | — | 7,152 | $410K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.6% | 7,138 | $409K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 7,010 | $402K |
| Sovran Advisors, LLC | 0.06% | — | 7,110 | $401K |
| GAMMA Investing LLC | 0.03% | Add +28.3% | 6,893 | $395K |
| Perigon Wealth Management, LLC | 0.01% | New | 6,968 | $394K |
| Highline Wealth Partners LLC | 0.13% | Add +1.0% | 6,858 | $393K |
| Strategic Financial Services, Inc. | 0.02% | No change | 6,844 | $392K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.5% | 6,737 | $386K |
| Private Trust Co. NA | 0.04% | Add +0.2% | 6,696 | $384K |
| Maxwell Wealth Strategies Inc. | 0.16% | Add +0.7% | 6,682 | $383K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 6,669 | $382K |
| Sanchez Wealth Management Group | 0.10% | New | 6,665 | $382K |
| Eagle Ridge Investment Management | 0.03% | Reduce -3.6% | 6,605 | $378K |
| Summit Wealth Group, LLC | 0.11% | New | 6,436 | $369K |
| Whitegate Investment Counselors, Inc. | 0.12% | No change | 6,350 | $364K |
| AQR Capital Management | 0.00% | No change | 6,300 | $361K |
| ShankerValleau Wealth Advisors, Inc. | 0.12% | No change | 6,299 | $361K |
| Prosperitas Financial LLC | 0.18% | No change | 6,264 | $359K |
| Fort Point Capital Partners LLC | 0.04% | No change | 6,136 | $351K |
| Elyxium Wealth, LLC | 0.21% | No change | 6,066 | $347K |
| Ledyard National Bank | 0.03% | New | 6,000 | $344K |
| Lido Advisors, LLC | 0.00% | Reduce -7.7% | 5,874 | $336K |
| Fisher Asset Management | 0.00% | Reduce -3.8% | 5,868 | $336K |
| Manuka Financial, LLC | 0.23% | — | 5,845 | $335K |
| KM Capital Management Ltd. | 0.17% | Add +1.0% | 5,755 | $330K |
| PFG Advisors | 0.02% | Add +5.0% | 5,724 | $328K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -4.6% | 5,705 | $327K |
| Fortitude Financial, LLC | 0.18% | — | 5,694 | $326K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.7% | 5,684 | $326K |
| Tidemark, LLC | 0.12% | Add +428.4% | 5,548 | $318K |
| Twin Peaks Wealth Advisors, LLC | 0.13% | New | 5,478 | $314K |
| Quadrant Private Wealth Management, LLC | 0.08% | New | 5,452 | $312K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.2% | 5,411 | $310K |
| Wise Wealth Partners | 0.75% | — | 5,342 | $306K |
| Two West Capital Advisors LLC | 0.26% | New | 5,231 | $300K |
| Altfest L J & Co. Inc. | 0.04% | No change | 5,218 | $299K |
| Legacy Edge Advisors, LLC | 0.05% | No change | 5,200 | $298K |
| Citigroup Inc. | 0.00% | Add +5.2% | 5,100 | $292K |
| Factor Wealth Management LTD | 0.10% | — | 5,044 | $289K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -2.9% | 4,950 | $284K |
| IMPACTfolio, LLC | 0.15% | Add +5.8% | 4,891 | $280K |
| Wealthspire Retirement, LLC | 0.02% | No change | 4,815 | $276K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 4,748 | $272K |
| Roberts Financial Services LLC | 0.05% | New | 4,570 | $262K |
| Emergent Wealth Advisors, LLC | 0.19% | No change | 4,508 | $258K |
| HB Wealth Management, LLC | 0.00% | Add +24.2% | 4,491 | $257K |
| Fca Corp. | 0.08% | No change | 4,480 | $257K |
| Integrity Financial Corp | 0.15% | New | 4,464 | $256K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 4,462 | $256K |
| Flputnam Investment Management Co. | 0.00% | Add +1.1% | 4,458 | $255K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +6.0% | 4,406 | $252K |
| Magnus Financial Group LLC | 0.02% | New | 4,364 | $250K |
| Meridian Wealth Management, LLC | 0.01% | New | 4,330 | $248K |
| Southland Equity Partners LLC | 0.06% | No change | 4,318 | $247K |
| Financial Advisors Network, Inc. | 0.04% | — | 4,156 | $238K |
| Watts Gwilliam & Co., LLC | 0.05% | New | 4,125 | $235K |
| Calton & Associates, Inc. | 0.10% | Add +0.4% | 3,994 | $229K |
| Brown Advisory Inc. | 0.00% | Add +0.9% | 3,944 | $226K |
| NWF Advisory Services Inc. | 0.03% | New | 3,807 | $218K |
| Global Retirement Partners, LLC | 0.01% | Add +37.8% | 3,647 | $209K |
| CreativeOne Wealth, LLC | 0.01% | New | 3,610 | $207K |
| Citizens Financial Group Inc. | 0.00% | New | 3,603 | $206K |
| Morton Capital Management LLC | 0.04% | Add +1.0% | 3,581 | $205K |
| Sherman Asset Management, Inc. | 0.19% | — | 3,563 | $204K |
| Van Strum & Towne Inc. | 0.07% | Reduce -42.6% | 3,500 | $200K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 3,479 | $199K |
| Bradley & Co. Private Wealth Management, LLC | 0.11% | — | 3,205 | $184K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.9% | 2,974 | $170K |
| Farther Finance Advisors, LLC | 0.01% | Add +5.9% | 2,788 | $160K |
| Qube Research & Technologies Ltd | 0.00% | Add +8.6% | 2,555 | $146K |
| Continuum Advisory, LLC | 0.02% | New | 2,420 | $139K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 2,187 | $125K |
| Main Management LLC | 0.01% | No change | 2,093 | $120K |
| Signature Resources Capital Management, LLC | 0.10% | No change | 1,968 | $113K |
| Angeles Wealth Management, LLC | 0.01% | Add +209.1% | 1,802 | $103K |
| Larson Financial Group LLC | 0.00% | No change | 1,500 | $86K |
| IFP Advisors, Inc | 0.00% | No change | 1,321 | $76K |
| 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% | Add +2.8% | 1,107 | $63K |
| Creative Financial Designs Inc. | 0.01% | New | 1,100 | $63K |
| Parkworth Wealth Management, Inc. | 0.05% | — | 1,085 | $62K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.9% | 1,001 | $57K |
| Crewe Advisors LLC | 0.01% | No change | 875 | $50K |
| Rothschild Investment LLC | 0.00% | No change | 750 | $43K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 704 | $40K |
| Asset Planning,Inc | 0.03% | — | 700 | $40K |
| Ballast Advisors LLC | 0.01% | Reduce -18.2% | 405 | $23K |
| Winthrop Capital Management, LLC | 0.00% | New | 242 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 156 | $9K |
| Principal Securities, Inc. | 0.00% | New | 138 | $8K |
| Longview Financial Advisors LLC | 0.00% | — | 66 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 61 | $3K |
| Horizon Investments, LLC | 0.00% | New | 42 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 15 | $860 |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.