iShares California Muni BondCMFETF
13F holders, Q1 2025 (March 31)308holders +7
30new positions
19sold out
4famous investors
$56.24avg. 13F price*
At the end of Q1 2025, 308 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, up 7 from Q4 2024. 30 opened new positions and 19 sold out. The largest holders were Charles Schwab Investment Management Inc. ($577.5M), Wealthfront Advisers LLC ($503.8M) and FMR LLC ($271.6M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $195.9M |
| Exits | 19 | $32.8M |
All 13F filers, Q4 2024 → Q1 2025: 6,664,162 shares bought and 4,539,562 shares sold, net +2,124,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 308 holders
| Charles Schwab Investment Management Inc. | 0.11% | Reduce -6.7% | 10,260,508 | $577.5M |
| Wealthfront Advisers LLC | 1.35% | Add +31.1% | 8,951,879 | $503.8M |
| FMR LLC | 0.02% | Reduce -12.8% | 4,826,571 | $271.6M |
| Morgan Stanley | 0.01% | Reduce -0.9% | 1,824,178 | $102.7M |
| Syon Capital LLC | 6.17% | New | 1,346,273 | $75.8M |
| Bank of America Corp. | 0.01% | Reduce -23.6% | 1,293,222 | $72.8M |
| EP Wealth Advisors, LLC | 0.57% | Reduce -10.4% | 1,274,491 | $71.7M |
| Bailard, Inc. | 1.67% | Add +8.4% | 1,152,134 | $64.8M |
| Jane Street Group, LLC | 0.11% | New | 1,031,769 | $58.1M |
| Facet Wealth, Inc. | 1.48% | Reduce -10.3% | 1,030,908 | $57.2M |
| Mariner, LLC | 0.08% | Reduce -3.6% | 849,394 | $47.8M |
| LPL Financial LLC | 0.02% | Reduce -3.0% | 800,761 | $45.1M |
| UBS Group AG | 0.01% | Reduce -9.1% | 721,419 | $40.6M |
| Tiaa Trust, National Association | 0.10% | Reduce -7.2% | 556,489 | $31.3M |
| First Foundation Advisors | 1.21% | Reduce -6.1% | 527,462 | $29.7M |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 492,537 | $27.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.2% | 469,238 | $26.4M |
| Wells Fargo & Company | 0.01% | Reduce -30.7% | 451,957 | $25.4M |
| Royal Bank of Canada | 0.01% | Reduce -2.8% | 435,169 | $24.5M |
| Raub Brock Capital Management LP | 5.19% | Add +0.3% | 412,617 | $23.2M |
| Opes Wealth Management LLC | 4.13% | Add +5.4% | 363,362 | $20.5M |
| Assetmark, Inc. | 0.06% | Add +9.0% | 358,976 | $20.2M |
| Orin Green Financial, LLC | 9.47% | New | 366,010 | $20.1M |
| Rwa Wealth Partners, LLC | 0.25% | Reduce -4.2% | 350,687 | $19.7M |
| Brio Consultants, LLC | 3.00% | Reduce -17.7% | 338,944 | $19.1M |
| Manhattan West Asset Management, LLC | 4.83% | Add +2.3% | 336,431 | $18.9M |
| Slow Capital, Inc. | 2.48% | Add +15.9% | 328,899 | $18.5M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -8.4% | 309,162 | $17.4M |
| BlackRock, Inc. | 0.00% | Reduce -31.8% | 254,310 | $14.3M |
| Susquehanna International Group, LLP | 0.02% | New | 245,782 | $13.8M |
| Sei Investments Co. | 0.02% | Add +4.0% | 244,837 | $13.8M |
| Creative Planning | 0.01% | Add +34.6% | 242,713 | $13.7M |
| Cerity Partners LLC | 0.03% | Add +5.6% | 236,180 | $13.3M |
| Cetera Investment Advisers | 0.03% | Add +5.7% | 232,961 | $13.1M |
| Myecfo, LLC | 6.82% | Add +1.9% | 228,833 | $12.9M |
| Bank of Montreal | 0.01% | Reduce -18.3% | 224,580 | $12.6M |
| West Wealth Group, LLC | 3.43% | Add +7.5% | 206,136 | $11.6M |
| Captrust Financial Advisors | 0.03% | Add +36.2% | 205,640 | $11.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +12.3% | 204,743 | $11.5M |
| Osaic Holdings, Inc. | 0.03% | Add +62.6% | 203,580 | $11.5M |
| Navalign, LLC | 3.17% | Add +30.7% | 197,613 | $11.1M |
| Pure Financial Advisors, LLC | 0.23% | Reduce -0.7% | 197,195 | $11.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -30.2% | 196,498 | $11.1M |
| Betterment LLC | 0.03% | Reduce -7.6% | 195,066 | $11.0M |
| Financial Connections Group, Inc. | 4.84% | Reduce -16.6% | 191,708 | $10.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.0% | 187,168 | $10.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.3% | 180,521 | $10.2M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -5.0% | 166,059 | $9.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.0% | 159,753 | $9.0M |
| Focus Partners Wealth | 0.02% | Add +1.5% | 154,187 | $8.7M |
| Affinity Capital Advisors, LLC | 1.61% | Add +17.1% | 148,325 | $8.1M |
| Certus Wealth Management, LLC | 5.36% | Add +1.4% | 142,020 | $7.9M |
| NewEdge Advisors, LLC | 0.04% | Reduce -4.9% | 124,764 | $7.0M |
| Garde Capital, Inc. | 0.39% | New | 122,339 | $6.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -0.8% | 121,670 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -83.8% | 119,897 | $6.7M |
| Composition Wealth, LLC | 0.14% | Reduce -1.9% | 119,835 | $6.7M |
| Deutsche Bank AG | 0.00% | No change | 116,120 | $6.5M |
| Cwm, LLC | 0.02% | New | 106,189 | $6.0M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -14.1% | 105,297 | $5.9M |
| United Capital Financial Advisors, LLC | 0.05% | Add +17.9% | 101,270 | $5.7M |
| Strive Asset Management, LLC | 3.93% | New | 100,564 | $5.7M |
| Choreo, LLC | 0.09% | Reduce -3.3% | 99,635 | $5.6M |
| Mission Wealth Management, LP | 0.14% | Reduce -5.8% | 99,109 | $5.6M |
| Client First Capital LLC | 2.67% | No change | 92,578 | $5.2M |
| First American Trust, FSB | 0.46% | Reduce -16.2% | 88,592 | $5.0M |
| Rinkey Investments | 1.57% | Reduce -51.2% | 88,171 | $5.0M |
| Ehrlich Financial Group | 3.61% | Reduce -8.2% | 87,963 | $5.0M |
| Parallel Advisors, LLC | 0.11% | Add +0.1% | 86,655 | $4.9M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +4.7% | 83,998 | $4.7M |
| Amara Financial, Llc. | 4.12% | Reduce -16.9% | 79,260 | $4.5M |
| Traveka Wealth, LLC | 2.46% | Reduce -0.3% | 78,115 | $4.4M |
| Bank of Stockton | 1.38% | Reduce -2.6% | 76,775 | $4.3M |
| Omega Financial Group, LLC | 1.62% | Reduce -1.2% | 74,948 | $4.2M |
| Bell Investment Advisors, Inc | 0.77% | Add +15.5% | 74,152 | $4.2M |
| Guggenheim Capital LLC | 0.04% | Add +47.6% | 73,244 | $4.1M |
| Valmark Advisers, Inc. | 0.06% | Add +18.7% | 70,578 | $4.0M |
| Freestone Capital Holdings, LLC | 0.15% | Add +3.3% | 68,878 | $3.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +20.1% | 68,077 | $3.8M |
| Elmwood Wealth Management, Inc. | 1.50% | Reduce -0.0% | 65,165 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -13.5% | 64,857 | $3.6M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.13% | Add +133.9% | 64,521 | $3.6M |
| Lodestar Private Asset Management LLC | 0.46% | Reduce -10.8% | 64,461 | $3.6M |
| Westfuller Advisors, LLC | 2.42% | Reduce -0.0% | 64,453 | $3.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +11.7% | 60,055 | $3.4M |
| US Bancorp \de | 0.00% | Add +5.7% | 59,623 | $3.4M |
| Wealthspire Advisors, LLC | 0.02% | Add +151.4% | 59,238 | $3.3M |
| Warren Street Wealth Advisors, LLC | 1.24% | Reduce -2.0% | 56,138 | $3.2M |
| Compound Planning, Inc. | 0.14% | Add +1.9% | 55,728 | $3.1M |
| Townsquare Capital LLC | 0.03% | Reduce -2.0% | 55,543 | $3.1M |
| SteelPeak Wealth, LLC | 0.13% | Reduce -2.0% | 55,455 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Add +27.5% | 54,493 | $3.1M |
| Blue Oak Capital, LLC | 1.67% | Add +185.8% | 53,630 | $3.0M |
| Whittier Trust Co. | 0.04% | Reduce -20.1% | 52,729 | $3.0M |
| Creative Capital Management Investments LLC | 1.10% | Reduce -9.1% | 50,562 | $2.8M |
| Gould Asset Management LLC | 0.57% | Add +3.3% | 48,915 | $2.8M |
| Heritage Wealth Management, Inc. | 2.34% | Add +1.9% | 48,718 | $2.7M |
| GWN Securities Inc. | 0.15% | New | 49,297 | $2.7M |
| DeDora Capital, Inc. | 0.74% | Add +12.2% | 45,679 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -45.7% | 45,507 | $2.6M |
| NDWM LLC | 2.40% | Add +248.7% | 43,571 | $2.5M |
| RiverFront Investment Group, LLC | 0.05% | Add +92.3% | 43,182 | $2.4M |
| Vishria Bird Financial Group, LLC | 0.81% | No change | 42,493 | $2.4M |
| Williams & Novak, LLC | 2.33% | Reduce -7.1% | 42,365 | $2.4M |
| Westside Investment Management, Inc. | 0.50% | Reduce -3.1% | 41,727 | $2.3M |
| Apella Capital, LLC | 0.08% | Add +14.7% | 42,575 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +22.0% | 37,815 | $2.1M |
| One Capital Management, LLC | 0.07% | No change | 37,520 | $2.1M |
| Citadel Advisors | 0.00% | Add +240.3% | 37,155 | $2.1M |
| Atlas Legacy Advisors, LLC | 0.53% | Reduce -2.3% | 37,072 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -21.2% | 36,998 | $2.1M |
| Columbia Bank | 0.71% | Add +0.6% | 36,451 | $2.1M |
| WealthCollab, LLC | 1.24% | Add +4.4% | 35,449 | $2.0M |
| Evergreen Capital Management LLC | 0.06% | No change | 34,134 | $1.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +33.4% | 33,986 | $1.9M |
| MAI Capital Management | 0.01% | Reduce -27.9% | 32,641 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +73.5% | 31,497 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +52.1% | 31,208 | $1.8M |
| McNaughton Wealth Management, LLC | 0.83% | Add +27.1% | 30,566 | $1.7M |
| McIlrath & Eck, LLC | 0.21% | Reduce -4.9% | 30,486 | $1.7M |
| Wedbush Securities Inc. | 0.06% | No change | 30,105 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +17.6% | 30,050 | $1.7M |
| Johnson Bixby & Associates, LLC | 0.25% | No change | 29,646 | $1.7M |
| Fairview Capital Investment Management, LLC | 0.09% | No change | 29,295 | $1.6M |
| Hamilton Wealth, LLC | 0.40% | Add +25.4% | 29,241 | $1.6M |
| RHS Financial, LLC | 0.91% | Reduce -6.7% | 28,856 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -2.6% | 28,806 | $1.6M |
| Towerpoint Wealth, LLC | 0.76% | Reduce -0.4% | 27,078 | $1.5M |
| Running Point Capital Advisors, LLC | 0.48% | No change | 26,790 | $1.5M |
| Clark Asset Management, LLC | 0.25% | Add +6.0% | 26,098 | $1.5M |
| Empower Advisory Group, LLC | 0.00% | Add +1.3% | 25,563 | $1.4M |
| Prospera Financial Services Inc | 0.03% | Add +50.0% | 25,495 | $1.4M |
| HSBC Holdings PLC | 0.00% | Add +1.1% | 24,929 | $1.4M |
| SimpliFi, Inc. | 0.64% | Add +1.9% | 24,668 | $1.4M |
| Silver Oak Wealth Advisors Services, LLC | 1.21% | Add +24.3% | 24,135 | $1.4M |
| Shira Ridge Wealth Management | 0.68% | Reduce -4.1% | 24,088 | $1.4M |
| Pacific Capital Wealth Advisors, Inc. | 0.23% | Reduce -15.7% | 23,797 | $1.3M |
| HCR Wealth Advisors | 0.17% | Add +0.2% | 23,746 | $1.3M |
| Argyle Capital Partners, LLC | 1.13% | Reduce -3.3% | 23,386 | $1.3M |
| IFC Advisors LLC | 0.27% | Add +2.6% | 23,228 | $1.3M |
| Moss Adams Wealth Advisors LLC | 0.13% | No change | 22,250 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +278.0% | 22,206 | $1.2M |
| Ieq Capital, LLC | 0.01% | Add +170.6% | 21,845 | $1.2M |
| Spinnaker Investment Group, LLC | 0.28% | Reduce -47.4% | 21,613 | $1.2M |
| Comerica Bank | 0.01% | Add +68.5% | 21,268 | $1.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +43.7% | 20,163 | $1.1M |
| Curtis Advisory Group, LLC | 0.33% | Reduce -29.9% | 20,102 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.2% | 19,980 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -56.7% | 19,100 | $1.1M |
| Conquis Financial LLC | 1.11% | Add +10.7% | 18,947 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -80.0% | 18,778 | $1.1M |
| Tillman Hartley LLC | 0.31% | No change | 18,768 | $1.1M |
| Destination Wealth Management | 0.03% | Add +5.7% | 18,500 | $1.0M |
| Savant Capital, LLC | 0.01% | No change | 18,406 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -14.9% | 18,217 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -14.9% | 18,217 | $1.0M |
| Safeguard Investment Advisory Group, LLC | 0.28% | Reduce -4.0% | 18,059 | $1.0M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -2.7% | 17,506 | $985K |
| Keystone Global Partners, LLC | 0.68% | — | 17,211 | $969K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.7% | 17,189 | $967K |
| Bristlecone Advisors, LLC | 0.08% | Add +36.8% | 17,100 | $962K |
| CIBC Private Wealth Group LLC | 0.00% | Add +64.3% | 17,006 | $927K |
| LM Advisors LLC | 0.16% | Reduce -1.6% | 16,003 | $901K |
| Farther Finance Advisors, LLC | 0.02% | Add +469.9% | 15,888 | $894K |
| LifeWealth Investments, LLC | 0.43% | No change | 15,806 | $890K |
| Fiduciary Financial Group, LLC | 0.19% | New | 15,932 | $878K |
| Flow Traders U.S. LLC | 0.04% | Reduce -66.1% | 15,419 | $868K |
| Allworth Financial LP | 0.00% | Reduce -18.8% | 15,660 | $866K |
| Davidson Investment Advisors | 0.04% | Add +28.8% | 15,028 | $846K |
| Three Bridge Wealth Advisors, LLC | 0.29% | Add +0.0% | 14,640 | $824K |
| Greykasell Wealth Strategies, Inc. | 0.43% | Add +13.8% | 14,408 | $811K |
| Capital Insight Partners, LLC | 0.14% | Add +12.4% | 14,271 | $803K |
| Strategic Financial Services, Inc. | 0.04% | Add +95.7% | 13,394 | $754K |
| Eclectic Associates Inc. | 0.20% | Reduce -27.1% | 13,223 | $744K |
| Ariston Services Group | 0.61% | No change | 12,868 | $724K |
| Tenon Financial LLC | 0.45% | No change | 12,798 | $720K |
| Invera Wealth Advisors, LLC | 0.46% | New | 12,783 | $719K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.18% | No change | 12,710 | $715K |
| Instrumental Wealth, LLC | 0.63% | Add +9.5% | 12,606 | $698K |
| Tme Financial, Inc. | 0.61% | Reduce -6.5% | 12,387 | $697K |
| True Link Financial Advisors, LLC | 0.05% | Add +6.2% | 12,160 | $684K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 11,989 | $675K |
| Werba Rubin Papier Wealth Management | 0.14% | Reduce -47.8% | 11,814 | $665K |
| Tru Independence Asset Management 2, LLC | 0.50% | Reduce -9.6% | 11,807 | $664K |
| Boltwood Capital Management | 0.20% | Reduce -21.8% | 11,700 | $658K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.8% | 11,521 | $648K |
| Investment Advisory Group, LLC | 0.21% | No change | 11,400 | $642K |
| Shared Vision Wealth Group LLC | 0.35% | Add +0.0% | 11,362 | $639K |
| Mattern Capital Management, LLC | 0.08% | Reduce -9.5% | 11,151 | $628K |
| Sovran Advisors, LLC | 0.08% | Add +58.0% | 11,232 | $620K |
| Climber Capital SA | 0.48% | New | 12,660 | $614K |
| VERITY Wealth Advisors | 0.46% | No change | 10,915 | $614K |
| Aspen Investment Management Inc | 0.28% | No change | 10,881 | $612K |
| North Berkeley Wealth Management, LLC | 0.62% | Add +47.2% | 10,527 | $592K |
| Trace Wealth Advisors, LLC | 0.52% | No change | 10,452 | $588K |
| First National Bank Sioux Falls | 0.23% | Reduce -2.2% | 10,000 | $563K |
| Clifford Swan Investment Counsel LLC | 0.02% | Add +32.1% | 9,260 | $521K |
| Financial Advocates Investment Management | 0.04% | Reduce -3.2% | 9,194 | $517K |
| Old Mission Capital LLC | 0.01% | New | 9,150 | $515K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.1% | 9,080 | $511K |
| Falcon Wealth Planning | 0.06% | Reduce -1.2% | 8,896 | $501K |
| KM Capital Management Ltd. | 0.27% | Add +53.8% | 8,852 | $498K |
| Brighton Jones LLC | 0.02% | No change | 8,757 | $493K |
| Coldstream Capital Management Inc. | 0.01% | No change | 8,642 | $486K |
| AQR Capital Management | 0.00% | Add +35.8% | 8,556 | $482K |
| GAMMA Investing LLC | 0.04% | Add +21.3% | 8,361 | $471K |
| Life Planning Partners, Inc | 0.42% | No change | 8,337 | $469K |
| Itau Unibanco Holding S.A. | 0.02% | New | 8,083 | $455K |
| Neumann Capital Management, LLC | 0.16% | No change | 8,000 | $450K |
| Waypoint Wealth Partners Inc. | 0.12% | No change | 8,000 | $450K |
| Nautilus Advisors LLC | 0.36% | No change | 7,850 | $442K |
| Adero Partners, LLC | 0.03% | Reduce -36.1% | 7,845 | $442K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -5.9% | 7,782 | $438K |
| Smartleaf Asset Management LLC | 0.04% | Add +51593.3% | 7,754 | $435K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -3.0% | 7,677 | $432K |
| Fortitude Financial, LLC | 0.40% | Add +32.6% | 7,552 | $425K |
| Perigon Wealth Management, LLC | 0.01% | Add +8.0% | 7,522 | $423K |
| SFE Investment Counsel | 0.08% | New | 7,385 | $416K |
| Northeast Financial Group, Inc. | 0.15% | Reduce -16.4% | 7,249 | $408K |
| Fisher Asset Management | 0.00% | Add +19.4% | 7,004 | $394K |
| Highline Wealth Partners LLC | 0.13% | Add +0.5% | 6,891 | $388K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -5.2% | 6,874 | $387K |
| Two West Capital Advisors LLC | 0.32% | Add +33.6% | 6,990 | $382K |
| Private Trust Co. NA | 0.04% | No change | 6,696 | $377K |
| Carnegie Investment Counsel | 0.01% | New | 6,675 | $376K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 6,669 | $375K |
| Sanchez Wealth Management Group | 0.10% | Reduce -2.5% | 6,495 | $366K |
| Summit Wealth Group, LLC | 0.11% | No change | 6,436 | $362K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.5% | 6,369 | $358K |
| Whitegate Investment Counselors, Inc. | 0.13% | No change | 6,350 | $357K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -47.8% | 6,276 | $353K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.9% | 6,218 | $350K |
| ShankerValleau Wealth Advisors, Inc. | 0.11% | Reduce -1.8% | 6,185 | $348K |
| Meridian Wealth Management, LLC | 0.02% | Add +40.8% | 6,095 | $343K |
| Elyxium Wealth, LLC | 0.15% | No change | 6,066 | $341K |
| Union Savings Bank | 0.17% | New | 6,031 | $339K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +35.0% | 6,023 | $339K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -1.9% | 6,021 | $339K |
| Ledyard National Bank | 0.03% | No change | 6,000 | $338K |
| Perennial Investment Advisors, LLC | 0.04% | Add +2.9% | 5,872 | $330K |
| PFG Advisors | 0.02% | Add +0.2% | 5,733 | $323K |
| Twin Peaks Wealth Advisors, LLC | 0.14% | Add +3.8% | 5,684 | $314K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 5,416 | $305K |
| Wise Wealth Partners | 0.72% | Add +0.5% | 5,368 | $302K |
| Roberts Financial Services LLC | 0.06% | Add +17.2% | 5,355 | $301K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -6.4% | 5,321 | $299K |
| Altfest L J & Co. Inc. | 0.04% | No change | 5,218 | $294K |
| Legacy Edge Advisors, LLC | 0.05% | No change | 5,200 | $293K |
| Factor Wealth Management LTD | 0.09% | No change | 5,044 | $284K |
| Chesley Taft & Associates LLC | 0.01% | No change | 4,950 | $279K |
| IMPACTfolio, LLC | 0.15% | Add +0.8% | 4,929 | $277K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.5% | 4,838 | $272K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 4,748 | $267K |
| Emergent Wealth Advisors, LLC | 0.19% | Add +5.0% | 4,735 | $266K |
| Equitable Holdings, Inc. | 0.00% | New | 4,544 | $256K |
| HB Wealth Management, LLC | 0.00% | No change | 4,491 | $253K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +1.9% | 4,488 | $253K |
| Flputnam Investment Management Co. | 0.00% | No change | 4,458 | $251K |
| Quadrant Private Wealth Management, LLC | 0.06% | Reduce -19.5% | 4,387 | $247K |
| Magnus Financial Group LLC | 0.02% | Add +0.4% | 4,381 | $247K |
| Fca Corp. | 0.08% | Reduce -2.5% | 4,366 | $246K |
| Southland Equity Partners LLC | 0.06% | No change | 4,318 | $243K |
| Citigroup Inc. | 0.00% | Reduce -15.7% | 4,300 | $242K |
| Palisade Asset Management, LLC | 0.02% | New | 4,281 | $241K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 4,270 | $240K |
| Calton & Associates, Inc. | 0.05% | Add +5.8% | 4,224 | $238K |
| Brown Advisory Inc. | 0.00% | Add +0.5% | 3,962 | $223K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 3,923 | $221K |
| Corient Private Wealth LP | 0.00% | New | 3,851 | $217K |
| Stordahl Capital Management, Inc. | 0.05% | New | 3,673 | $207K |
| Morton Capital Management LLC | 0.04% | Add +0.5% | 3,598 | $203K |
| Sherman Asset Management, Inc. | 0.19% | No change | 3,563 | $201K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 3,479 | $196K |
| Bradley & Co. Private Wealth Management, LLC | 0.12% | No change | 3,205 | $180K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.5% | 2,988 | $168K |
| Integrity Financial Corp | 0.09% | Reduce -40.3% | 2,667 | $150K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -1.6% | 2,515 | $142K |
| Columbia River Financial Group, LLC | 0.09% | New | 2,508 | $141K |
| Continuum Advisory, LLC | 0.02% | No change | 2,420 | $136K |
| Abound Financial, LLC | 0.06% | New | 2,203 | $124K |
| Main Management LLC | 0.01% | Reduce -3.7% | 2,016 | $113K |
| Signature Resources Capital Management, LLC | 0.09% | Reduce -5.8% | 1,853 | $104K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -8.8% | 1,644 | $93K |
| Larson Financial Group LLC | 0.00% | No change | 1,500 | $84K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,250 | $70K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,200 | $68K |
| AlphaCore Capital LLC | 0.01% | New | 1,177 | $66K |
| IFP Advisors, Inc | 0.00% | Reduce -15.1% | 1,121 | $63K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,100 | $62K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -3.3% | 1,070 | $60K |
| Tidemark, LLC | 0.02% | Reduce -81.1% | 1,050 | $59K |
| Olde Wealth Management, LLC | 0.02% | New | 1,040 | $58K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.5% | 1,006 | $57K |
| Crewe Advisors LLC | 0.01% | No change | 875 | $49K |
| Rothschild Investment LLC | 0.00% | No change | 750 | $42K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 704 | $40K |
| Asset Planning,Inc | 0.03% | No change | 700 | $39K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 551 | $31K |
| Ballast Advisors LLC | 0.01% | No change | 405 | $23K |
| PNC Financial Services Group, Inc. | 0.00% | New | 351 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 351 | $20K |
| Winthrop Capital Management, LLC | 0.00% | No change | 242 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 156 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 138 | $8K |
| Longview Financial Advisors LLC | 0.00% | Add +27.3% | 84 | $5K |
| Parkworth Wealth Management, Inc. | 0.00% | Reduce -93.9% | 66 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 61 | $3K |
| Horizon Investments, LLC | 0.00% | Add +2.4% | 43 | $2K |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.