iShares California Muni BondCMFETF
13F holders, Q2 2025 (June 30)318holders +10
31new positions
24sold out
3famous investors
$55.73avg. 13F price*
At the end of Q2 2025, 318 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, up 10 from Q1 2025. 31 opened new positions and 24 sold out. The largest holders were Wealthfront Advisers LLC ($482.1M), Charles Schwab Investment Management Inc. ($430.2M) and FMR LLC ($133.6M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $32.9M |
| Exits | 24 | $39.8M |
All 13F filers, Q1 2025 → Q2 2025: 3,855,302 shares bought and 8,082,370 shares sold, net −4,227,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 318 holders
| Wealthfront Advisers LLC | 1.24% | Reduce -3.4% | 8,648,197 | $482.1M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -24.8% | 7,717,458 | $430.2M |
| FMR LLC | 0.01% | Reduce -50.3% | 2,396,725 | $133.6M |
| Jane Street Group, LLC | 0.16% | Add +73.7% | 1,792,639 | $99.9M |
| Morgan Stanley | 0.01% | Reduce -2.6% | 1,776,876 | $99.0M |
| Bailard, Inc. | 1.75% | Add +16.7% | 1,344,831 | $75.0M |
| Facet Wealth, Inc. | 1.61% | Add +24.0% | 1,278,713 | $70.9M |
| Syon Capital LLC | 4.45% | Reduce -10.4% | 1,205,909 | $67.2M |
| EP Wealth Advisors, LLC | 0.44% | Reduce -6.2% | 1,195,011 | $66.6M |
| Bank of America Corp. | 0.01% | Reduce -9.4% | 1,172,106 | $65.3M |
| LPL Financial LLC | 0.02% | Add +5.3% | 843,495 | $47.0M |
| Mariner, LLC | 0.07% | Reduce -2.7% | 826,709 | $46.1M |
| Tiaa Trust, National Association | 0.11% | Add +31.5% | 732,028 | $40.8M |
| UBS Group AG | 0.01% | Reduce -19.9% | 577,630 | $32.2M |
| First Foundation Advisors | 1.08% | Reduce -1.1% | 521,518 | $29.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.7% | 519,514 | $29.0M |
| JPMorgan Chase & Co. | 0.00% | Add +5.4% | 519,217 | $28.9M |
| Wells Fargo & Company | 0.01% | Add +3.9% | 469,502 | $26.2M |
| Royal Bank of Canada | 0.00% | Reduce -7.0% | 404,780 | $22.6M |
| Assetmark, Inc. | 0.05% | Add +7.9% | 387,350 | $21.6M |
| Opes Wealth Management LLC | 3.83% | Add +6.5% | 387,164 | $21.6M |
| Mercer Global Advisors Inc. | 0.05% | Add +23.7% | 382,533 | $21.3M |
| Rwa Wealth Partners, LLC | 0.24% | Reduce -1.9% | 344,078 | $19.2M |
| Captrust Financial Advisors | 0.04% | Add +66.8% | 342,904 | $19.1M |
| Orin Green Financial, LLC | 8.07% | Reduce -6.5% | 342,121 | $19.1M |
| Manhattan West Asset Management, LLC | 4.36% | Add +0.4% | 337,861 | $18.8M |
| Sei Investments Co. | 0.02% | Add +12.1% | 274,376 | $15.3M |
| Slow Capital, Inc. | 1.82% | Reduce -19.1% | 265,937 | $14.8M |
| Affinity Capital Advisors, LLC | 2.36% | Add +66.0% | 246,258 | $13.7M |
| Rinkey Investments | 4.09% | Add +177.0% | 244,258 | $13.6M |
| West Wealth Group, LLC | 3.32% | Add +16.5% | 240,111 | $13.4M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +16.9% | 239,443 | $13.3M |
| Ameriprise Financial Inc. | 0.00% | Add +25.6% | 235,015 | $13.1M |
| Myecfo, LLC | 6.32% | Reduce -0.7% | 227,283 | $12.9M |
| BlackRock, Inc. | 0.00% | Reduce -10.2% | 228,353 | $12.7M |
| Cerity Partners LLC | 0.02% | Reduce -4.0% | 226,840 | $12.6M |
| Cetera Investment Advisers | 0.02% | Reduce -5.7% | 219,757 | $12.2M |
| Alliancebernstein L.P. | 0.00% | Add +11.8% | 219,598 | $12.2M |
| Atlas Legacy Advisors, LLC | 2.50% | Add +449.7% | 203,783 | $11.4M |
| Betterment LLC | 0.02% | Add +3.0% | 200,986 | $11.2M |
| Creative Planning | 0.01% | Reduce -17.5% | 200,340 | $11.2M |
| Brio Consultants, LLC | 1.62% | Reduce -41.2% | 199,252 | $11.1M |
| Pure Financial Advisors, LLC | 0.19% | Reduce -2.6% | 192,104 | $10.7M |
| Navalign, LLC | 2.69% | Reduce -11.5% | 174,885 | $9.7M |
| Financial Connections Group, Inc. | 3.83% | Reduce -13.2% | 166,442 | $9.3M |
| Focus Partners Wealth | 0.02% | Add +6.2% | 163,725 | $9.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -20.6% | 161,632 | $9.0M |
| GTS Securities LLC | 0.40% | New | 160,618 | $9.0M |
| Renaissance Technologies | 0.01% | Add +692.1% | 151,300 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.4% | 151,129 | $8.4M |
| Certus Wealth Management, LLC | 5.10% | Reduce 0.0% | 142,019 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -27.4% | 130,977 | $7.3M |
| Bank of Montreal | 0.00% | Reduce -44.4% | 124,879 | $7.0M |
| Cwm, LLC | 0.02% | Add +16.1% | 123,259 | $6.9M |
| Guggenheim Capital LLC | 0.06% | Add +65.6% | 121,282 | $6.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -0.5% | 121,015 | $6.8M |
| Garde Capital, Inc. | 0.36% | Reduce -2.7% | 119,008 | $6.6M |
| NewEdge Advisors, LLC | 0.03% | Reduce -6.7% | 116,458 | $6.5M |
| Composition Wealth, LLC | 0.11% | Reduce -2.8% | 116,441 | $6.5M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -32.8% | 111,548 | $6.2M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +5.6% | 111,153 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +1522.4% | 100,882 | $5.6M |
| Strive Asset Management, LLC | 3.37% | No change | 100,564 | $5.6M |
| NDWM LLC | 3.94% | Add +121.4% | 96,464 | $5.4M |
| First American Trust, FSB | 0.43% | Add +7.9% | 95,601 | $5.3M |
| Client First Capital LLC | 2.42% | No change | 92,578 | $5.2M |
| Sand Hill Global Advisors, LLC | 0.18% | New | 89,315 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.7% | 87,919 | $4.9M |
| Ehrlich Financial Group | 3.13% | Reduce -1.5% | 86,680 | $4.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +25.7% | 85,544 | $4.8M |
| MML Investors Services, LLC | 0.01% | Add +31.0% | 84,955 | $4.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +33.9% | 80,438 | $4.5M |
| Mission Wealth Management, LP | 0.10% | Reduce -18.9% | 80,393 | $4.5M |
| Deutsche Bank AG | 0.00% | Reduce -30.8% | 80,350 | $4.5M |
| Silver Oak Wealth Advisors Services, LLC | 3.19% | Add +229.6% | 79,545 | $4.4M |
| Traveka Wealth, LLC | 2.23% | Reduce -3.5% | 75,366 | $4.2M |
| Choreo, LLC | 0.06% | Reduce -24.6% | 75,165 | $4.2M |
| Omega Financial Group, LLC | 1.51% | Add +0.0% | 74,949 | $4.2M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -12.6% | 73,417 | $4.1M |
| Bank of Stockton | 1.21% | Reduce -5.1% | 72,851 | $4.1M |
| Freestone Capital Holdings, LLC | 0.14% | Add +3.8% | 71,482 | $4.0M |
| Valmark Advisers, Inc. | 0.05% | Add +0.1% | 70,659 | $3.9M |
| Compound Planning, Inc. | 0.14% | Add +20.6% | 67,188 | $3.7M |
| US Bancorp \de | 0.00% | Add +12.1% | 66,807 | $3.7M |
| Elmwood Wealth Management, Inc. | 1.46% | Add +1.6% | 66,175 | $3.7M |
| Summit Trail Advisors, LLC | 0.06% | New | 65,718 | $3.7M |
| RiverFront Investment Group, LLC | 0.07% | Add +49.9% | 64,738 | $3.6M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.10% | No change | 64,521 | $3.6M |
| Westfuller Advisors, LLC | 2.05% | Add +0.0% | 64,463 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +103.5% | 64,082 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Add +15.3% | 62,835 | $3.5M |
| Columbia Bank | 1.03% | Add +67.5% | 61,051 | $3.4M |
| Lodestar Private Asset Management LLC | 0.39% | Reduce -6.0% | 60,579 | $3.4M |
| SteelPeak Wealth, LLC | 0.13% | Add +8.0% | 59,865 | $3.3M |
| Warren Street Wealth Advisors, LLC | 1.05% | Add +0.8% | 56,593 | $3.2M |
| Whittier Trust Co. | 0.04% | Add +4.7% | 55,197 | $3.1M |
| Apella Capital, LLC | 0.08% | Add +29.1% | 54,945 | $3.1M |
| Comerica Bank | 0.01% | Add +156.7% | 54,601 | $3.0M |
| One Capital Management, LLC | 0.10% | Add +41.7% | 53,172 | $3.0M |
| Blue Oak Capital, LLC | 1.50% | Reduce -4.7% | 51,098 | $2.8M |
| DeDora Capital, Inc. | 0.70% | Add +5.4% | 48,159 | $2.7M |
| Heritage Wealth Management, Inc. | 1.99% | Reduce -3.5% | 47,013 | $2.6M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -23.0% | 45,622 | $2.5M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -57.0% | 43,600 | $2.4M |
| Gould Asset Management LLC | 0.47% | Reduce -12.4% | 42,855 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.9% | 42,348 | $2.4M |
| Westside Investment Management, Inc. | 0.42% | Reduce -3.5% | 40,272 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +6.1% | 40,133 | $2.2M |
| Merit Financial Group, LLC | 0.02% | New | 39,443 | $2.2M |
| WealthCollab, LLC | 1.23% | Add +10.3% | 39,113 | $2.2M |
| Evergreen Capital Management LLC | 0.06% | Add +11.9% | 38,184 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +26.1% | 37,886 | $2.1M |
| Old Mission Capital LLC | 0.06% | Add +313.1% | 37,803 | $2.1M |
| Journey Strategic Wealth LLC | 0.07% | Add +115.9% | 37,790 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -7.4% | 34,249 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -8.4% | 34,045 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.9% | 33,988 | $1.9M |
| Creative Capital Management Investments LLC | 0.65% | Reduce -35.7% | 32,530 | $1.8M |
| WealthPlan Investment Management, LLC | 0.13% | New | 32,174 | $1.8M |
| McIlrath & Eck, LLC | 0.20% | Add +4.3% | 31,810 | $1.8M |
| Fairview Capital Investment Management, LLC | 0.09% | Add +4.8% | 30,695 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Add +1.6% | 30,603 | $1.7M |
| Hamilton Wealth, LLC | 0.38% | Add +4.0% | 30,412 | $1.7M |
| 21 West Wealth Management LLC | 1.64% | — | 29,095 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +424.7% | 28,420 | $1.6M |
| Foronjy Financial LLC | 0.73% | — | 28,077 | $1.6M |
| Running Point Capital Advisors, LLC | 0.43% | Add +3.9% | 27,840 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -15.7% | 27,513 | $1.5M |
| Empower Advisory Group, LLC | 0.00% | Add +7.6% | 27,495 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Reduce -68.6% | 27,174 | $1.5M |
| Conquis Financial LLC | 1.46% | Add +42.9% | 27,072 | $1.5M |
| Towerpoint Wealth, LLC | 0.67% | Reduce -0.4% | 26,967 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +40.4% | 26,357 | $1.5M |
| Curtis Advisory Group, LLC | 0.37% | Add +30.8% | 26,294 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -10.1% | 25,908 | $1.4M |
| SimpliFi, Inc. | 0.63% | Add +4.7% | 25,836 | $1.4M |
| McNaughton Wealth Management, LLC | 0.63% | Reduce -16.7% | 25,472 | $1.4M |
| Quantinno Capital Management LP | 0.01% | New | 24,961 | $1.4M |
| Fiduciary Financial Group, LLC | 0.25% | Add +56.6% | 24,954 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -28.5% | 24,295 | $1.4M |
| IFC Advisors LLC | 0.25% | Add +4.0% | 24,169 | $1.3M |
| HCR Wealth Advisors | 0.16% | Add +1.0% | 23,987 | $1.3M |
| Clark Asset Management, LLC | 0.18% | Reduce -10.3% | 23,423 | $1.3M |
| Argyle Capital Partners, LLC | 1.05% | Reduce -2.3% | 22,853 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +13.6% | 22,698 | $1.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +12.5% | 22,691 | $1.3M |
| Moss Adams Wealth Advisors LLC | 0.11% | No change | 22,250 | $1.2M |
| Ieq Capital, LLC | 0.01% | Add +0.3% | 21,908 | $1.2M |
| HSBC Holdings PLC | 0.00% | Reduce -12.2% | 21,899 | $1.2M |
| Smartleaf Asset Management LLC | 0.11% | Add +178.9% | 21,626 | $1.2M |
| Davidson Investment Advisors | 0.05% | Add +43.6% | 21,585 | $1.2M |
| Flow Traders U.S. LLC | 0.04% | Add +35.9% | 20,956 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.16% | Reduce -30.6% | 20,582 | $1.1M |
| Bell Investment Advisors, Inc | 0.18% | Reduce -74.7% | 18,775 | $1.0M |
| Tillman Hartley LLC | 0.30% | No change | 18,768 | $1.0M |
| Spinnaker Investment Group, LLC | 0.25% | Reduce -13.3% | 18,733 | $1.0M |
| Itau Unibanco Holding S.A. | 0.04% | Add +126.9% | 18,342 | $1.0M |
| Destination Wealth Management | 0.03% | Reduce -3.2% | 17,901 | $998K |
| Susquehanna International Group, LLP | 0.00% | Reduce -92.8% | 17,655 | $984K |
| Williams & Novak, LLC | 0.82% | Reduce -59.1% | 17,345 | $967K |
| Keystone Global Partners, LLC | 0.52% | Reduce -0.6% | 17,106 | $953K |
| Bristlecone Advisors, LLC | 0.08% | Reduce -0.2% | 17,065 | $951K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -8.2% | 16,733 | $933K |
| Werba Rubin Papier Wealth Management | 0.17% | Add +39.8% | 16,517 | $921K |
| Safeguard Investment Advisory Group, LLC | 0.23% | Reduce -9.9% | 16,275 | $907K |
| LM Advisors LLC | 0.12% | No change | 16,003 | $892K |
| LifeWealth Investments, LLC | 0.32% | No change | 15,806 | $881K |
| Allworth Financial LP | 0.00% | Add +0.4% | 15,729 | $877K |
| One Degree Advisors Inc | 0.31% | New | 15,632 | $871K |
| Portfolio Design Labs, LLC | 0.17% | New | 15,406 | $859K |
| Greykasell Wealth Strategies, Inc. | 0.39% | Add +1.5% | 14,621 | $815K |
| Lido Advisors, LLC | 0.00% | Reduce -34.3% | 14,585 | $813K |
| Brasada Capital Management, LP | 0.14% | New | 14,300 | $795K |
| Ashton Thomas Private Wealth, LLC | 0.03% | New | 13,896 | $775K |
| GC Wealth Management RIA, LLC | 0.06% | New | 13,406 | $747K |
| Corient Private Wealth LP | 0.00% | Add +246.4% | 13,340 | $744K |
| Paragon Capital Management Ltd | 0.13% | New | 13,065 | $728K |
| Two West Capital Advisors LLC | 0.48% | Add +87.9% | 13,137 | $726K |
| Ariston Services Group | 0.51% | No change | 12,868 | $717K |
| Tru Independence Asset Management 2, LLC | 0.49% | Add +8.9% | 12,857 | $717K |
| Instrumental Wealth, LLC | 0.57% | Add +2.6% | 12,936 | $717K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -19.1% | 12,852 | $716K |
| Tenon Financial LLC | 0.32% | No change | 12,798 | $713K |
| Shira Ridge Wealth Management | 0.33% | Reduce -47.0% | 12,777 | $712K |
| Values Added Financial LLC | 0.35% | New | 12,770 | $712K |
| Invera Wealth Advisors, LLC | 0.46% | Reduce -1.1% | 12,638 | $704K |
| Climber Capital SA | 0.45% | No change | 12,660 | $702K |
| NWF Advisory Services Inc. | 0.08% | New | 12,346 | $688K |
| Brown Advisory Inc. | 0.00% | Add +202.7% | 11,991 | $668K |
| Global Retirement Partners, LLC | 0.02% | — | 11,987 | $668K |
| Three Bridge Wealth Advisors, LLC | 0.18% | Reduce -18.2% | 11,972 | $667K |
| Fortitude Financial, LLC | 0.59% | Add +78.2% | 13,456 | $662K |
| True Link Financial Advisors, LLC | 0.05% | Reduce -2.9% | 11,810 | $658K |
| Mattern Capital Management, LLC | 0.08% | Add +2.9% | 11,475 | $640K |
| Investment Advisory Group, LLC | 0.19% | No change | 11,400 | $635K |
| RHS Financial, LLC | 0.35% | Reduce -61.2% | 11,187 | $624K |
| VERITY Wealth Advisors | 0.41% | No change | 10,915 | $608K |
| Boltwood Capital Management | 0.17% | Reduce -9.0% | 10,650 | $594K |
| Aspen Investment Management Inc | 0.25% | Reduce -2.3% | 10,631 | $593K |
| Crestwood Advisors Group, LLC | 0.01% | New | 10,483 | $584K |
| Trace Wealth Advisors, LLC | 0.48% | No change | 10,452 | $583K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -10.9% | 10,266 | $572K |
| Pacific Capital Wealth Advisors, Inc. | 0.10% | Reduce -57.2% | 10,189 | $567K |
| Northeast Financial Group, Inc. | 0.17% | Add +29.4% | 9,378 | $523K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 9,260 | $516K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -46.2% | 9,150 | $510K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 9,080 | $506K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.11% | Reduce -28.7% | 9,060 | $505K |
| KM Capital Management Ltd. | 0.25% | Add +0.8% | 8,919 | $497K |
| Savant Capital, LLC | 0.00% | Reduce -51.7% | 8,889 | $495K |
| Atlas Capital Advisors Inc. | 0.06% | Add +14.0% | 8,872 | $495K |
| Brighton Jones LLC | 0.01% | No change | 8,757 | $488K |
| SOL Capital Management CO | 0.05% | New | 8,425 | $470K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -51.1% | 8,401 | $467K |
| Life Planning Partners, Inc | 0.37% | No change | 8,337 | $465K |
| Caliber Wealth Management, LLC / KS | 0.05% | New | 8,164 | $455K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +33.8% | 8,058 | $449K |
| Waypoint Wealth Partners Inc. | 0.11% | No change | 8,000 | $446K |
| Tme Financial, Inc. | 0.36% | Reduce -35.4% | 7,999 | $446K |
| Capital Insight Partners, LLC | 0.08% | Reduce -44.4% | 7,937 | $442K |
| Nautilus Advisors LLC | 0.32% | No change | 7,850 | $438K |
| Perennial Investment Advisors, LLC | 0.04% | Add +26.6% | 7,433 | $414K |
| Qube Research & Technologies Ltd | 0.00% | Add +189.6% | 7,283 | $406K |
| Fort Point Capital Partners LLC | 0.04% | Add +18.4% | 7,129 | $397K |
| Financial Advocates Investment Management | 0.03% | Reduce -23.0% | 7,080 | $395K |
| Chesley Taft & Associates LLC | 0.02% | Add +42.4% | 7,050 | $393K |
| Verus Wealth Management, LLC | 0.39% | New | 6,950 | $387K |
| Meridian Wealth Management, LLC | 0.02% | Add +13.5% | 6,920 | $386K |
| North Berkeley Wealth Management, LLC | 0.35% | Reduce -34.5% | 6,892 | $384K |
| Sovran Advisors, LLC | 0.04% | Reduce -39.1% | 6,838 | $380K |
| Carnegie Investment Counsel | 0.01% | Add +2.0% | 6,812 | $380K |
| Eclectic Associates Inc. | 0.08% | Reduce -48.9% | 6,760 | $377K |
| Private Trust Co. NA | 0.04% | Reduce -1.7% | 6,584 | $367K |
| Summit Wealth Group, LLC | 0.09% | No change | 6,436 | $359K |
| Union Savings Bank | 0.16% | Add +6.3% | 6,411 | $355K |
| Whitegate Investment Counselors, Inc. | 0.12% | No change | 6,350 | $354K |
| Cherry Tree Wealth Management, LLC | 0.08% | Reduce -5.4% | 6,311 | $352K |
| Highline Wealth Partners LLC | 0.10% | Reduce -9.4% | 6,240 | $348K |
| ShankerValleau Wealth Advisors, Inc. | 0.10% | No change | 6,185 | $345K |
| SFE Investment Counsel | 0.06% | Reduce -17.4% | 6,098 | $340K |
| Elequin Capital, LP | 0.11% | New | 6,090 | $339K |
| Trilogy Capital Inc. | 0.02% | New | 6,078 | $339K |
| Ledyard National Bank | 0.03% | No change | 6,000 | $334K |
| Falcon Wealth Planning | 0.03% | Reduce -33.1% | 5,947 | $331K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -51.3% | 5,839 | $325K |
| Wise Wealth Partners | 0.54% | Add +8.0% | 5,796 | $323K |
| Twin Peaks Wealth Advisors, LLC | 0.10% | No change | 5,684 | $317K |
| Fisher Asset Management | 0.00% | Reduce -19.8% | 5,616 | $313K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -22.6% | 5,319 | $296K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.3% | 5,266 | $294K |
| Altfest L J & Co. Inc. | 0.03% | No change | 5,218 | $291K |
| Factor Wealth Management LTD | 0.08% | No change | 5,044 | $281K |
| Two Sigma Securities, LLC | 0.03% | New | 4,976 | $277K |
| IMPACTfolio, LLC | 0.13% | No change | 4,929 | $275K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +3.5% | 4,912 | $274K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.8% | 4,875 | $272K |
| Sanchez Wealth Management Group | 0.06% | Reduce -25.9% | 4,810 | $268K |
| Emergent Wealth Advisors, LLC | 0.17% | No change | 4,735 | $264K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +2.3% | 4,593 | $256K |
| HB Wealth Management, LLC | 0.00% | No change | 4,491 | $250K |
| Shared Vision Wealth Group LLC | 0.12% | Reduce -60.3% | 4,507 | $250K |
| Flputnam Investment Management Co. | 0.00% | No change | 4,458 | $248K |
| Magnus Financial Group LLC | 0.02% | Add +0.6% | 4,408 | $246K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -17.8% | 4,372 | $244K |
| Elyxium Wealth, LLC | 0.09% | Reduce -28.6% | 4,333 | $242K |
| Southland Equity Partners LLC | 0.05% | No change | 4,318 | $241K |
| Citigroup Inc. | 0.00% | No change | 4,300 | $240K |
| SageView Advisory Group, LLC | 0.01% | New | 4,315 | $239K |
| Palisade Asset Management, LLC | 0.02% | No change | 4,281 | $239K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 4,270 | $238K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -51.3% | 4,213 | $235K |
| Retirement Planning Group, LLC | 0.01% | New | 3,999 | $223K |
| Rosenblum Silverman Sutton S F Inc. | 0.05% | New | 3,980 | $222K |
| Stordahl Capital Management, Inc. | 0.05% | Add +7.7% | 3,956 | $221K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -37.1% | 3,950 | $220K |
| Equitable Holdings, Inc. | 0.00% | Reduce -13.7% | 3,921 | $219K |
| Quadrant Private Wealth Management, LLC | 0.04% | Reduce -11.7% | 3,872 | $216K |
| Sowell Financial Services LLC | 0.01% | New | 3,846 | $214K |
| Sherman Asset Management, Inc. | 0.18% | Add +5.1% | 3,744 | $209K |
| GWN Securities Inc. | 0.04% | Reduce -92.4% | 3,726 | $208K |
| GAMMA Investing LLC | 0.01% | Reduce -55.9% | 3,691 | $206K |
| Fca Corp. | 0.06% | Reduce -16.7% | 3,636 | $203K |
| Morton Capital Management LLC | 0.04% | Add +0.8% | 3,626 | $202K |
| Bradley & Co. Private Wealth Management, LLC | 0.11% | No change | 3,205 | $179K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 3,095 | $173K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.8% | 3,011 | $168K |
| Integrity Financial Corp | 0.08% | No change | 2,667 | $149K |
| Essential Partners LLC | 0.05% | — | 2,462 | $137K |
| Main Management LLC | 0.01% | Reduce -2.0% | 1,976 | $110K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 1,853 | $103K |
| Larson Financial Group LLC | 0.00% | Add +11.4% | 1,671 | $93K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,644 | $92K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,250 | $70K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,200 | $67K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +9.7% | 1,174 | $65K |
| IFP Advisors, Inc | 0.00% | No change | 1,121 | $62K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,100 | $61K |
| Tidemark, LLC | 0.02% | No change | 1,050 | $59K |
| Crewe Advisors LLC | 0.01% | No change | 875 | $49K |
| AlphaCore Capital LLC | 0.00% | Reduce -27.7% | 851 | $47K |
| Rothschild Investment LLC | 0.00% | No change | 750 | $42K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 704 | $39K |
| Asset Planning,Inc | 0.03% | No change | 700 | $39K |
| WFA of San Diego, LLC | 0.02% | — | 465 | $26K |
| Ballast Advisors LLC | 0.01% | Add +1.2% | 410 | $23K |
| Ameritas Advisory Services, LLC | 0.00% | New | 407 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 354 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 351 | $20K |
| Winthrop Capital Management, LLC | 0.00% | No change | 242 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 156 | $9K |
| Longview Financial Advisors LLC | 0.01% | Add +78.6% | 150 | $8K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 117 | $7K |
| Key Financial Inc | 0.00% | New | 69 | $4K |
| Horizon Investments, LLC | 0.00% | No change | 43 | $2K |
| Parkworth Wealth Management, Inc. | 0.00% | Reduce -37.9% | 41 | $2K |
| Simplex Trading, LLC | 0.00% | New | 39 | $2K |
| Team Financial Group, LLC | 0.00% | New | 33 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 6 | $334 |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.