iShares California Muni BondCMFETF
13F holders, Q3 2025 (September 30)315holders −3
26new positions
22sold out
4famous investors
$57.04avg. 13F price*
At the end of Q3 2025, 315 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, down 3 from Q2 2025. 26 opened new positions and 22 sold out. The largest holders were Charles Schwab Investment Management Inc. ($441.3M), Wealthfront Advisers LLC ($225.8M) and FMR LLC ($114.8M). 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 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $19.6M |
| Exits | 22 | $16.7M |
All 13F filers, Q2 2025 → Q3 2025: 3,138,764 shares bought and 8,343,500 shares sold, net −5,204,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| Charles Schwab Investment Management Inc. | 0.07% | Add +0.2% | 7,736,294 | $441.3M |
| Wealthfront Advisers LLC | 0.53% | Reduce -54.2% | 3,958,355 | $225.8M |
| FMR LLC | 0.01% | Reduce -16.0% | 2,012,899 | $114.8M |
| Morgan Stanley | 0.01% | Reduce -0.4% | 1,769,653 | $100.9M |
| Bank of America Corp. | 0.01% | Add +40.0% | 1,640,770 | $93.6M |
| Bailard, Inc. | 1.78% | Add +6.7% | 1,434,753 | $81.8M |
| Facet Wealth, Inc. | 1.64% | Add +8.9% | 1,392,789 | $79.4M |
| Syon Capital LLC | 3.53% | Reduce -4.5% | 1,151,334 | $65.7M |
| LPL Financial LLC | 0.01% | Add +5.6% | 890,410 | $50.8M |
| Mariner, LLC | 0.06% | Add +6.0% | 876,674 | $50.0M |
| Tiaa Trust, National Association | 0.10% | Reduce -4.4% | 699,571 | $39.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.2% | 583,104 | $33.3M |
| JPMorgan Chase & Co. | 0.00% | Add +5.3% | 546,691 | $31.2M |
| UBS Group AG | 0.01% | Reduce -7.7% | 533,267 | $30.4M |
| Wells Fargo & Company | 0.01% | Add +7.8% | 506,149 | $28.9M |
| Mercer Global Advisors Inc. | 0.05% | Add +30.0% | 497,273 | $28.4M |
| Royal Bank of Canada | 0.00% | Add +4.1% | 421,250 | $24.0M |
| Opes Wealth Management LLC | 4.20% | Add +8.0% | 418,263 | $23.9M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +1215.6% | 373,896 | $21.3M |
| Assetmark, Inc. | 0.04% | Reduce -6.5% | 362,301 | $20.7M |
| Manhattan West Asset Management, LLC | 4.23% | Add +3.9% | 350,973 | $20.0M |
| First Foundation Advisors | 0.73% | Reduce -33.5% | 346,927 | $19.8M |
| Orin Green Financial, LLC | 7.41% | Reduce -5.0% | 324,921 | $18.5M |
| Cetera Investment Advisers | 0.02% | Add +44.6% | 317,739 | $18.1M |
| Rwa Wealth Partners, LLC | 0.20% | Reduce -8.3% | 315,395 | $18.0M |
| Renaissance Technologies | 0.02% | Add +103.5% | 307,900 | $17.6M |
| Captrust Financial Advisors | 0.04% | Reduce -11.5% | 303,447 | $17.3M |
| Sei Investments Co. | 0.02% | Add +7.2% | 294,134 | $16.8M |
| Alliancebernstein L.P. | 0.01% | Add +25.7% | 275,949 | $15.7M |
| Focus Partners Wealth | 0.03% | Add +65.8% | 271,537 | $15.5M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +12.7% | 269,739 | $15.4M |
| Affinity Capital Advisors, LLC | 2.24% | Add +3.7% | 255,386 | $14.5M |
| Rinkey Investments | 3.78% | Add +2.3% | 249,880 | $14.3M |
| Ameriprise Financial Inc. | 0.00% | Add +6.1% | 249,302 | $14.2M |
| BlackRock, Inc. | 0.00% | Add +2.8% | 234,703 | $13.4M |
| Cerity Partners LLC | 0.02% | Add +3.1% | 233,864 | $13.3M |
| Myecfo, LLC | 6.05% | Add +2.5% | 232,992 | $13.3M |
| Slow Capital, Inc. | 1.56% | Reduce -12.7% | 232,090 | $13.2M |
| West Wealth Group, LLC | 2.95% | Reduce -5.0% | 227,978 | $13.1M |
| Betterment LLC | 0.02% | Add +8.2% | 217,395 | $12.4M |
| Creative Planning | 0.01% | Add +6.5% | 213,325 | $12.2M |
| Atlas Legacy Advisors, LLC | 2.21% | Reduce -1.5% | 200,702 | $11.4M |
| Pure Financial Advisors, LLC | 0.17% | Reduce -1.2% | 189,884 | $10.8M |
| Guggenheim Capital LLC | 0.08% | Add +56.3% | 189,611 | $10.8M |
| Brio Consultants, LLC | 1.47% | Reduce -6.2% | 186,891 | $10.7M |
| Navalign, LLC | 2.80% | Add +6.2% | 185,762 | $10.6M |
| Osaic Holdings, Inc. | 0.01% | Add +1.4% | 163,818 | $9.3M |
| Financial Connections Group, Inc. | 3.53% | Reduce -4.6% | 158,779 | $9.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Add +72.1% | 147,232 | $8.4M |
| Wedmont Private Capital | 0.30% | New | 143,224 | $8.2M |
| Bank of Montreal | 0.00% | Add +10.1% | 137,537 | $7.8M |
| Cwm, LLC | 0.02% | Add +3.9% | 128,063 | $7.3M |
| Certus Wealth Management, LLC | 4.34% | Reduce -10.4% | 127,232 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +37.6% | 120,961 | $6.9M |
| Sanctuary Advisors, LLC | 0.04% | Add +185.4% | 120,867 | $6.9M |
| Garde Capital, Inc. | 0.34% | No change | 119,008 | $6.8M |
| OneDigital Investment Advisors LLC | 0.07% | Add +4.4% | 116,451 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -23.1% | 116,199 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -16.0% | 110,045 | $6.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -10.7% | 108,081 | $6.2M |
| First American Trust, FSB | 0.43% | Add +7.8% | 103,013 | $5.9M |
| Strive Asset Management, LLC | 3.11% | No change | 100,564 | $5.7M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.16% | Add +55.7% | 100,436 | $5.7M |
| MML Investors Services, LLC | 0.01% | Add +15.3% | 97,984 | $5.6M |
| Deutsche Bank AG | 0.00% | Add +19.9% | 96,380 | $5.5M |
| Client First Capital LLC | 2.35% | No change | 92,578 | $5.3M |
| Silver Oak Wealth Advisors Services, LLC | 3.46% | Add +15.6% | 91,929 | $5.2M |
| RiverFront Investment Group, LLC | 0.09% | Add +40.5% | 90,938 | $5.2M |
| Jones Financial Companies LLLP | 0.00% | Add +37.0% | 87,765 | $5.0M |
| Ehrlich Financial Group | 2.94% | Add +0.1% | 86,801 | $5.0M |
| NDWM LLC | 3.08% | Reduce -17.6% | 79,520 | $4.5M |
| Mission Wealth Management, LP | 0.09% | Reduce -1.6% | 79,093 | $4.5M |
| Compound Planning, Inc. | 0.15% | Add +17.6% | 78,994 | $4.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -29.8% | 78,002 | $4.4M |
| Sand Hill Global Advisors, LLC | 0.16% | Reduce -13.3% | 77,453 | $4.4M |
| US Bancorp \de | 0.01% | Add +15.1% | 76,859 | $4.4M |
| Valmark Advisers, Inc. | 0.06% | Add +8.5% | 76,691 | $4.4M |
| Freestone Capital Holdings, LLC | 0.13% | Add +6.2% | 75,880 | $4.3M |
| Choreo, LLC | 0.06% | Reduce -0.1% | 75,092 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +0.2% | 73,584 | $4.2M |
| Omega Financial Group, LLC | 1.36% | Reduce -5.2% | 71,039 | $4.1M |
| Columbia Bank | 1.12% | Add +14.2% | 69,701 | $4.0M |
| HighTower Advisors, LLC | 0.00% | Add +7.3% | 67,455 | $3.8M |
| Summit Trail Advisors, LLC | 0.05% | No change | 65,718 | $3.7M |
| Elmwood Wealth Management, Inc. | 1.33% | Reduce -0.9% | 65,595 | $3.7M |
| Westfuller Advisors, LLC | 1.68% | Add +0.5% | 64,798 | $3.7M |
| Traveka Wealth, LLC | 1.61% | Reduce -15.9% | 63,347 | $3.6M |
| Citadel Advisors | 0.00% | Add +85.0% | 62,990 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +243.3% | 60,613 | $3.5M |
| Apella Capital, LLC | 0.08% | Add +8.6% | 59,667 | $3.4M |
| Comerica Bank | 0.01% | Add +5.9% | 57,826 | $3.3M |
| Warren Street Wealth Advisors, LLC | 0.98% | Add +1.1% | 57,204 | $3.3M |
| MAI Capital Management | 0.02% | Add +101.6% | 55,458 | $3.2M |
| Lodestar Private Asset Management LLC | 0.33% | Reduce -8.5% | 55,440 | $3.2M |
| Whittier Trust Co. | 0.04% | Reduce -2.3% | 53,907 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +29.0% | 51,762 | $3.0M |
| One Capital Management, LLC | 0.09% | Reduce -2.7% | 51,752 | $3.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.10% | Add +120.1% | 49,942 | $2.8M |
| DeDora Capital, Inc. | 0.68% | Add +1.9% | 49,064 | $2.8M |
| Bank of Stockton | 0.79% | Reduce -33.7% | 48,282 | $2.8M |
| SteelPeak Wealth, LLC | 0.09% | Reduce -20.6% | 47,517 | $2.7M |
| Heritage Wealth Management, Inc. | 1.82% | Reduce -0.4% | 46,841 | $2.7M |
| Wealthspire Advisors, LLC | 0.01% | Add +2.0% | 46,534 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +20.0% | 45,448 | $2.6M |
| Gould Asset Management LLC | 0.46% | Add +1.4% | 43,470 | $2.5M |
| Quantinno Capital Management LP | 0.01% | Add +73.9% | 43,399 | $2.5M |
| WealthCollab, LLC | 1.10% | Add +6.7% | 41,738 | $2.4M |
| 21 West Wealth Management LLC | 2.24% | Add +42.5% | 41,463 | $2.4M |
| Westside Investment Management, Inc. | 0.36% | Reduce -1.9% | 39,525 | $2.3M |
| Merit Financial Group, LLC | 0.02% | Add +0.0% | 39,445 | $2.2M |
| Journey Strategic Wealth LLC | 0.06% | Add +3.8% | 39,218 | $2.2M |
| Conquis Financial LLC | 2.03% | Add +39.0% | 37,618 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +167.8% | 37,217 | $2.1M |
| McIlrath & Eck, LLC | 0.21% | Add +9.9% | 34,975 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +40.2% | 34,071 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.0% | 33,212 | $1.9M |
| Savvy Advisors, Inc. | 0.08% | New | 31,756 | $1.8M |
| Evergreen Capital Management LLC | 0.04% | Reduce -18.3% | 31,184 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -73.2% | 31,184 | $1.8M |
| Wedbush Securities Inc. | 0.06% | No change | 30,603 | $1.7M |
| Fairview Capital Investment Management, LLC | 0.09% | Reduce -1.4% | 30,270 | $1.7M |
| McNaughton Wealth Management, LLC | 0.70% | Add +14.3% | 29,111 | $1.7M |
| Running Point Capital Advisors, LLC | 0.43% | Add +1.3% | 28,204 | $1.6M |
| Towerpoint Wealth, LLC | 0.63% | Add +0.2% | 27,017 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.1% | 26,901 | $1.5M |
| Foronjy Financial LLC | 0.67% | Reduce -5.1% | 26,643 | $1.5M |
| Curtis Advisory Group, LLC | 0.34% | Add +1.2% | 26,612 | $1.5M |
| Fiduciary Financial Group, LLC | 0.24% | Add +6.6% | 26,591 | $1.5M |
| SimpliFi, Inc. | 0.64% | Add +0.8% | 26,035 | $1.5M |
| Ieq Capital, LLC | 0.00% | Add +18.2% | 25,901 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Reduce -4.9% | 25,836 | $1.5M |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.1% | 25,819 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -0.8% | 25,711 | $1.5M |
| WealthPlan Investment Management, LLC | 0.10% | Reduce -20.4% | 25,609 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -26.5% | 24,986 | $1.4M |
| Old Mission Capital LLC | 0.05% | Reduce -34.4% | 24,804 | $1.4M |
| Bell Investment Advisors, Inc | 0.23% | Add +31.0% | 24,592 | $1.4M |
| WESPAC Advisors SoCal, LLC | 0.28% | New | 24,386 | $1.4M |
| Creative Capital Management Investments LLC | 0.44% | Reduce -25.4% | 24,266 | $1.4M |
| Davidson Investment Advisors | 0.06% | Add +9.6% | 23,653 | $1.3M |
| IFC Advisors LLC | 0.24% | Reduce -3.2% | 23,394 | $1.3M |
| GC Wealth Management RIA, LLC | 0.04% | Add +72.8% | 23,167 | $1.3M |
| HCR Wealth Advisors | 0.14% | Reduce -4.5% | 22,903 | $1.3M |
| Destination Wealth Management | 0.04% | Add +26.6% | 22,654 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +162.8% | 22,076 | $1.3M |
| Clark Asset Management, LLC | 0.14% | Reduce -9.9% | 21,113 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.15% | No change | 20,582 | $1.2M |
| Smartleaf Asset Management LLC | 0.07% | Reduce -4.7% | 20,611 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -79.7% | 20,489 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -53.9% | 20,089 | $1.1M |
| Williams & Novak, LLC | 0.83% | Add +9.0% | 18,906 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -16.8% | 18,877 | $1.1M |
| Tillman Hartley LLC | 0.28% | No change | 18,768 | $1.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +45.9% | 18,755 | $1.1M |
| Allworth Financial LP | 0.00% | Add +17.6% | 18,492 | $1.1M |
| Spinnaker Investment Group, LLC | 0.20% | Reduce -2.7% | 18,224 | $1.0M |
| APS Management Group, Inc. | 0.91% | — | 17,920 | $1.0M |
| Roof Eidam Maycock Peralta, LLC | 0.25% | New | 17,867 | $1.0M |
| Capital Insight Partners, LLC | 0.16% | Add +115.1% | 17,074 | $974K |
| Perennial Investment Advisors, LLC | 0.08% | Add +128.5% | 16,982 | $969K |
| Independent Financial Group, LLC | 0.02% | New | 16,740 | $955K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +104.0% | 16,440 | $938K |
| Impact Investors, Inc | 0.61% | New | 16,169 | $922K |
| LM Advisors LLC | 0.13% | No change | 16,003 | $913K |
| Argyle Capital Partners, LLC | 0.65% | Reduce -30.5% | 15,888 | $906K |
| LifeWealth Investments, LLC | 0.30% | No change | 15,806 | $902K |
| Bristlecone Advisors, LLC | 0.07% | Reduce -8.0% | 15,704 | $896K |
| Engineers Gate Manager LP | 0.01% | New | 15,470 | $882K |
| Greykasell Wealth Strategies, Inc. | 0.37% | Add +4.2% | 15,232 | $869K |
| NWF Advisory Services Inc. | 0.10% | Add +23.0% | 15,182 | $866K |
| Lido Advisors, LLC | 0.00% | Add +4.0% | 15,166 | $865K |
| Crestwood Advisors Group, LLC | 0.01% | Add +43.2% | 15,014 | $856K |
| Portfolio Design Labs, LLC | 0.14% | Reduce -4.4% | 14,723 | $840K |
| Brasada Capital Management, LP | 0.13% | Reduce -5.0% | 13,582 | $774K |
| Two West Capital Advisors LLC | 0.46% | No change | 13,137 | $757K |
| Instrumental Wealth, LLC | 0.53% | Add +1.4% | 13,118 | $754K |
| Values Added Financial LLC | 0.32% | No change | 12,770 | $728K |
| Invera Wealth Advisors, LLC | 0.44% | Reduce -1.4% | 12,462 | $711K |
| Mattern Capital Management, LLC | 0.08% | Add +8.3% | 12,423 | $709K |
| Aspen Investment Management Inc | 0.27% | Add +16.7% | 12,410 | $708K |
| Shira Ridge Wealth Management | 0.30% | Reduce -3.3% | 12,350 | $704K |
| Three Bridge Wealth Advisors, LLC | 0.18% | Add +2.5% | 12,271 | $700K |
| Composition Wealth, LLC | 0.01% | Reduce -89.7% | 12,043 | $687K |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 12,020 | $686K |
| Fortitude Financial, LLC | 0.56% | Reduce -3.8% | 12,951 | $684K |
| True Link Financial Advisors, LLC | 0.04% | No change | 11,810 | $674K |
| Tru Independence Asset Management 2, LLC | 0.44% | Reduce -8.2% | 11,807 | $673K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +100.0% | 11,678 | $671K |
| Global Retirement Partners, LLC | 0.01% | Reduce -4.2% | 11,482 | $655K |
| Investment Advisory Group, LLC | 0.18% | No change | 11,400 | $650K |
| Itau Unibanco Holding S.A. | 0.02% | Reduce -40.4% | 10,941 | $624K |
| VERITY Wealth Advisors | 0.39% | No change | 10,915 | $623K |
| Boltwood Capital Management | 0.17% | Add +2.4% | 10,900 | $622K |
| Moss Adams Wealth Advisors LLC | 0.05% | Reduce -51.1% | 10,882 | $621K |
| Avantax Planning Partners, Inc. | 0.02% | Add +2.1% | 10,478 | $598K |
| Trace Wealth Advisors, LLC | 0.45% | No change | 10,452 | $596K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | Add +13.6% | 10,289 | $587K |
| RHS Financial, LLC | 0.30% | Reduce -9.5% | 10,120 | $577K |
| Northeast Financial Group, Inc. | 0.14% | Add +7.3% | 10,060 | $574K |
| Pacific Capital Wealth Advisors, Inc. | 0.10% | Reduce -3.5% | 9,828 | $561K |
| Corient Private Wealth LP | 0.00% | Reduce -28.0% | 9,606 | $548K |
| Keystone Global Partners, LLC | 0.28% | Reduce -43.9% | 9,589 | $547K |
| HSBC Holdings PLC | 0.00% | Reduce -56.3% | 9,564 | $546K |
| Millennium Management | 0.00% | New | 9,481 | $541K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +4.2% | 9,460 | $540K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 9,260 | $528K |
| Diversified Portfolios, Inc. | 0.05% | New | 9,139 | $521K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.1% | 9,050 | $516K |
| KM Capital Management Ltd. | 0.24% | Add +0.8% | 8,988 | $513K |
| Savant Capital, LLC | 0.00% | Add +0.5% | 8,930 | $509K |
| Brighton Jones LLC | 0.01% | Add +0.6% | 8,812 | $503K |
| Certuity, LLC | 0.03% | New | 8,755 | $499K |
| Hamilton Wealth, LLC | 0.10% | Reduce -71.5% | 8,671 | $495K |
| Life Planning Partners, Inc | 0.35% | No change | 8,337 | $476K |
| Tme Financial, Inc. | 0.35% | Add +2.2% | 8,173 | $466K |
| Caliber Wealth Management, LLC / KS | 0.05% | No change | 8,164 | $466K |
| Nautilus Advisors LLC | 0.30% | No change | 7,850 | $448K |
| Meridian Wealth Management, LLC | 0.02% | Add +13.0% | 7,820 | $446K |
| Chesley Taft & Associates LLC | 0.02% | Add +4.6% | 7,375 | $421K |
| Private Trust Co. NA | 0.04% | Add +6.5% | 7,011 | $400K |
| North Berkeley Wealth Management, LLC | 0.31% | No change | 6,892 | $393K |
| Sovran Advisors, LLC | 0.03% | Reduce -0.4% | 6,808 | $392K |
| Summit Wealth Group, LLC | 0.09% | Add +6.4% | 6,849 | $391K |
| Verus Wealth Management, LLC | 0.36% | Reduce -1.9% | 6,820 | $389K |
| Eclectic Associates Inc. | 0.07% | No change | 6,760 | $386K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -7.1% | 6,626 | $378K |
| Jane Street Group, LLC | 0.00% | Reduce -99.6% | 6,615 | $377K |
| Stratos Investment Management, LLC | 0.02% | New | 6,599 | $376K |
| Golden State Wealth Management, LLC | 0.04% | Add +19.6% | 6,363 | $363K |
| Whitegate Investment Counselors, Inc. | 0.12% | No change | 6,350 | $362K |
| Highline Wealth Partners LLC | 0.10% | Add +0.8% | 6,288 | $359K |
| Carnegie Investment Counsel | 0.01% | Reduce -7.7% | 6,288 | $359K |
| Safeguard Investment Advisory Group, LLC | 0.09% | Reduce -62.1% | 6,174 | $352K |
| Altfest L J & Co. Inc. | 0.04% | Add +18.2% | 6,169 | $352K |
| Trilogy Capital Inc. | 0.02% | No change | 6,078 | $347K |
| Northern Trust Corp. | 0.00% | New | 6,032 | $344K |
| Neumann Capital Management, LLC | 0.10% | New | 6,000 | $342K |
| Ledyard National Bank | 0.03% | No change | 6,000 | $342K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.8% | 5,941 | $339K |
| Wise Wealth Partners | 0.51% | Add +0.7% | 5,837 | $333K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | No change | 5,684 | $324K |
| Fisher Asset Management | 0.00% | Add +1.1% | 5,680 | $324K |
| Hill Island Financial LLC | 0.08% | New | 5,621 | $321K |
| Werba Rubin Papier Wealth Management | 0.05% | Reduce -67.6% | 5,354 | $305K |
| SageView Advisory Group, LLC | 0.01% | Add +23.7% | 5,338 | $304K |
| Falcon Wealth Planning | 0.03% | Reduce -11.6% | 5,255 | $300K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 5,082 | $290K |
| Factor Wealth Management LTD | 0.07% | No change | 5,044 | $288K |
| IMPACTfolio, LLC | 0.12% | Add +0.9% | 4,972 | $284K |
| GAMMA Investing LLC | 0.02% | Add +33.8% | 4,939 | $282K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +3.2% | 4,742 | $270K |
| Emergent Wealth Advisors, LLC | 0.16% | No change | 4,735 | $270K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -3.3% | 4,715 | $269K |
| Cherry Tree Wealth Management, LLC | 0.06% | Reduce -26.2% | 4,658 | $266K |
| HB Wealth Management, LLC | 0.00% | No change | 4,491 | $256K |
| Flputnam Investment Management Co. | 0.00% | No change | 4,458 | $254K |
| Shared Vision Wealth Group LLC | 0.11% | Reduce -2.1% | 4,410 | $254K |
| Elyxium Wealth, LLC | 0.09% | No change | 4,333 | $247K |
| Southland Equity Partners LLC | 0.05% | No change | 4,318 | $246K |
| Citigroup Inc. | 0.00% | No change | 4,300 | $245K |
| PFG Advisors | 0.01% | New | 4,280 | $244K |
| Coldstream Capital Management Inc. | 0.00% | No change | 4,213 | $240K |
| Sowell Financial Services LLC | 0.01% | Add +7.9% | 4,150 | $237K |
| Tidemark, LLC | 0.07% | Add +288.2% | 4,076 | $232K |
| Retirement Planning Group, LLC | 0.01% | Add +0.8% | 4,030 | $230K |
| SFE Investment Counsel | 0.04% | Reduce -34.5% | 3,997 | $228K |
| Stordahl Capital Management, Inc. | 0.05% | Add +0.5% | 3,976 | $227K |
| Quadrant Private Wealth Management, LLC | 0.04% | Add +0.8% | 3,902 | $223K |
| Equitable Holdings, Inc. | 0.00% | Reduce -1.2% | 3,875 | $221K |
| Gateway Wealth Partners, LLC | 0.03% | New | 3,851 | $220K |
| GWN Securities Inc. | 0.05% | Add +2.4% | 3,817 | $218K |
| Sherman Asset Management, Inc. | 0.18% | No change | 3,744 | $214K |
| Morton Capital Management LLC | 0.03% | Add +0.8% | 3,654 | $208K |
| Fca Corp. | 0.06% | No change | 3,636 | $207K |
| TLWM | 0.04% | New | 3,556 | $203K |
| Ascentis Independent Advisors | 0.03% | New | 3,550 | $202K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -79.0% | 3,518 | $201K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -54.7% | 3,298 | $188K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 3,095 | $177K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.8% | 3,034 | $173K |
| Palisade Asset Management, LLC | 0.01% | Reduce -36.9% | 2,700 | $154K |
| Integrity Financial Corp | 0.07% | No change | 2,667 | $152K |
| Essential Partners LLC | 0.05% | No change | 2,462 | $140K |
| Main Management LLC | 0.01% | No change | 1,976 | $113K |
| Larson Financial Group LLC | 0.00% | No change | 1,671 | $95K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -8.8% | 1,500 | $86K |
| Painted Porch Advisors LLC | 0.03% | New | 1,487 | $85K |
| AdvisorNet Financial, Inc | 0.00% | 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 +0.4% | 1,179 | $67K |
| CX Institutional | 0.00% | New | 1,108 | $63K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,100 | $63K |
| Founders Financial Alliance, LLC | 0.01% | New | 1,022 | $58K |
| Crewe Advisors LLC | 0.00% | No change | 875 | $50K |
| Root Financial Partners, LLC | 0.00% | New | 779 | $44K |
| Rothschild Investment LLC | 0.00% | No change | 750 | $43K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 704 | $40K |
| Blue Trust, Inc. | 0.00% | New | 701 | $40K |
| Asset Planning,Inc | 0.03% | No change | 700 | $40K |
| AlphaCore Capital LLC | 0.00% | Reduce -51.1% | 416 | $24K |
| Ballast Advisors LLC | 0.01% | No change | 410 | $23K |
| KERR FINANCIAL PLANNING Corp | 0.03% | — | 354 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.6% | 356 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 351 | $20K |
| WFA of San Diego, LLC | 0.01% | Reduce -45.4% | 254 | $14K |
| Winthrop Capital Management, LLC | 0.00% | No change | 242 | $14K |
| BNP Paribas Financial Markets | 0.00% | New | 243 | $14K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -44.2% | 227 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 156 | $9K |
| Longview Financial Advisors LLC | 0.00% | Reduce -11.3% | 133 | $8K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -96.8% | 60 | $3K |
| Horizon Investments, LLC | 0.00% | No change | 43 | $2K |
| Team Financial Group, LLC | 0.00% | No change | 33 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +216.7% | 19 | $1K |
| AE Wealth Management LLC | 0.00% | New | 14 | $799 |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.