iShares California Muni BondCMFETF
13F holders, Q4 2025 (December 31)336holders +21
30new positions
20sold out
4famous investors
$57.47avg. 13F price*
At the end of Q4 2025, 336 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, up 21 from Q3 2025. 30 opened new positions and 20 sold out. The largest holders were Charles Schwab Investment Management Inc. ($485.0M), Wealthfront Advisers LLC ($293.6M) and Bank of America Corp. ($111.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $26.9M |
| Exits | 20 | $16.5M |
All 13F filers, Q3 2025 → Q4 2025: 4,844,197 shares bought and 1,044,115 shares sold, net +3,800,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 336 holders
| Charles Schwab Investment Management Inc. | 0.08% | Add +9.1% | 8,440,029 | $485.0M |
| Wealthfront Advisers LLC | 0.66% | Add +29.1% | 5,109,731 | $293.6M |
| Bank of America Corp. | 0.01% | Add +17.9% | 1,933,649 | $111.1M |
| FMR LLC | 0.01% | Reduce -5.3% | 1,906,426 | $109.5M |
| Morgan Stanley | 0.01% | Add +1.2% | 1,790,589 | $102.9M |
| Facet Wealth, Inc. | 1.53% | Add +7.5% | 1,497,857 | $86.6M |
| Bailard, Inc. | 1.83% | Add +0.3% | 1,439,125 | $82.7M |
| EP Wealth Advisors, LLC | 0.35% | — | 1,170,981 | $67.3M |
| Syon Capital LLC | 3.29% | Reduce -0.3% | 1,147,763 | $66.0M |
| LPL Financial LLC | 0.02% | Add +11.1% | 989,482 | $56.9M |
| Mariner, LLC | 0.06% | Add +3.3% | 905,924 | $52.1M |
| Tiaa Trust, National Association | 0.09% | Reduce -2.6% | 681,191 | $39.1M |
| JPMorgan Chase & Co. | 0.00% | Add +19.4% | 652,464 | $37.5M |
| Wells Fargo & Company | 0.01% | Add +20.3% | 608,644 | $35.0M |
| Mercer Global Advisors Inc. | 0.05% | Add +10.5% | 549,343 | $31.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.0% | 542,590 | $31.2M |
| UBS Group AG | 0.01% | Add +0.7% | 536,879 | $30.8M |
| Royal Bank of Canada | 0.00% | Add +6.9% | 450,421 | $25.9M |
| Opes Wealth Management LLC | 4.28% | Add +5.0% | 438,978 | $25.2M |
| Cetera Investment Advisers | 0.02% | Add +19.0% | 378,057 | $21.7M |
| Assetmark, Inc. | 0.04% | Add +2.9% | 372,882 | $21.4M |
| First Foundation Advisors | 0.80% | Add +5.9% | 367,283 | $21.1M |
| Manhattan West Asset Management, LLC | 4.27% | Add +3.5% | 363,294 | $20.9M |
| Steward Partners Investment Advisory, LLC | 0.11% | Reduce -3.4% | 361,333 | $20.8M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +33.3% | 359,418 | $20.7M |
| Captrust Financial Advisors | 0.04% | Add +15.8% | 351,386 | $20.2M |
| Focus Partners Wealth | 0.02% | Add +26.7% | 343,954 | $19.8M |
| Alliancebernstein L.P. | 0.01% | Add +22.6% | 338,177 | $19.4M |
| Rwa Wealth Partners, LLC | 0.20% | Reduce -0.9% | 312,497 | $18.0M |
| Orin Green Financial, LLC | 7.06% | Reduce -5.5% | 307,027 | $17.6M |
| Sei Investments Co. | 0.02% | Add +4.3% | 306,723 | $17.6M |
| Guggenheim Capital LLC | 0.12% | Add +54.4% | 292,659 | $16.8M |
| Slow Capital, Inc. | 1.93% | Add +21.3% | 281,447 | $16.2M |
| West Wealth Group, LLC | 3.26% | Add +20.1% | 273,799 | $15.7M |
| Affinity Capital Advisors, LLC | 2.14% | Add +5.6% | 269,594 | $15.5M |
| Ameriprise Financial Inc. | 0.00% | Add +3.9% | 259,093 | $14.9M |
| Myecfo, LLC | 6.13% | Add +7.8% | 251,202 | $14.4M |
| Cerity Partners LLC | 0.02% | Add +7.5% | 251,278 | $14.4M |
| BlackRock, Inc. | 0.00% | Add +1.2% | 237,587 | $13.7M |
| Betterment LLC | 0.03% | Add +6.4% | 231,306 | $13.3M |
| Creative Planning | 0.01% | Add +3.0% | 219,807 | $12.6M |
| Atlas Legacy Advisors, LLC | 2.15% | Add +6.2% | 213,047 | $12.2M |
| Brio Consultants, LLC | 1.48% | Add +6.0% | 198,177 | $11.4M |
| Axxcess Wealth Management, LLC | 0.20% | New | 195,887 | $11.3M |
| Rinkey Investments | 2.83% | Reduce -22.5% | 193,681 | $11.1M |
| Pure Financial Advisors, LLC | 0.16% | Reduce -0.3% | 189,269 | $10.9M |
| Navalign, LLC | 2.64% | Add +0.7% | 187,112 | $10.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.14% | Add +12.4% | 165,517 | $9.5M |
| RiverFront Investment Group, LLC | 0.15% | Add +74.8% | 158,992 | $9.1M |
| Wedmont Private Capital | 0.32% | Add +9.9% | 157,426 | $9.1M |
| Financial Connections Group, Inc. | 3.11% | Reduce -0.9% | 157,352 | $9.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.7% | 156,163 | $9.0M |
| Raymond James Financial Inc. | 0.00% | Add +39.3% | 153,294 | $8.8M |
| Bank of Montreal | 0.00% | Add +11.0% | 152,709 | $8.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +16.8% | 141,313 | $8.1M |
| Jane Street Group, LLC | 0.01% | Add +2030.6% | 140,940 | $8.1M |
| Farther Finance Advisors, LLC | 0.08% | Add +601.7% | 131,601 | $7.6M |
| Cwm, LLC | 0.02% | Add +0.8% | 129,031 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.2% | 124,553 | $7.2M |
| Jones Financial Companies LLLP | 0.00% | Add +40.5% | 123,280 | $7.1M |
| OneDigital Investment Advisors LLC | 0.07% | Add +5.8% | 123,145 | $7.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +0.2% | 121,131 | $7.0M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +48.5% | 115,794 | $6.7M |
| First American Trust, FSB | 0.45% | Add +10.9% | 114,259 | $6.6M |
| Renaissance Technologies | 0.01% | Reduce -63.4% | 112,600 | $6.5M |
| MML Investors Services, LLC | 0.01% | Add +5.5% | 103,391 | $5.9M |
| Thryve Wealth Management LLC | 2.88% | — | 101,461 | $5.8M |
| Ducere Wealth Management LLC | 2.17% | — | 97,471 | $5.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -9.7% | 97,601 | $5.6M |
| Deutsche Bank AG | 0.00% | No change | 96,380 | $5.5M |
| US Bancorp \de | 0.01% | Add +24.8% | 95,901 | $5.5M |
| Client First Capital LLC | 2.27% | No change | 92,578 | $5.3M |
| Silver Oak Wealth Advisors Services, LLC | 3.43% | Add +0.6% | 92,457 | $5.3M |
| Fullerton Advisors, LLC | 5.02% | — | 87,491 | $5.0M |
| Compound Planning, Inc. | 0.15% | Add +8.2% | 85,432 | $4.9M |
| Columbia Bank | 1.29% | Add +16.0% | 80,826 | $4.6M |
| NDWM LLC | 3.07% | Add +1.6% | 80,755 | $4.6M |
| Freestone Capital Holdings, LLC | 0.13% | Add +2.5% | 77,771 | $4.5M |
| Sand Hill Global Advisors, LLC | 0.15% | Reduce -2.8% | 75,301 | $4.3M |
| Choreo, LLC | 0.05% | Reduce -0.2% | 74,962 | $4.3M |
| Mission Wealth Management, LP | 0.09% | Reduce -5.9% | 74,424 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +0.4% | 73,898 | $4.2M |
| Comerica Bank | 0.02% | Add +21.8% | 70,454 | $4.0M |
| Ehrlich Financial Group | 2.25% | Reduce -20.6% | 68,904 | $4.0M |
| Elmwood Wealth Management, Inc. | 1.23% | Add +3.7% | 68,040 | $3.9M |
| Omega Financial Group, LLC | 1.29% | Reduce -4.8% | 67,616 | $3.9M |
| Summit Trail Advisors, LLC | 0.07% | No change | 65,718 | $3.8M |
| Westfuller Advisors, LLC | 1.52% | Add +1.0% | 65,421 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.7% | 64,951 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | Add +26589.3% | 64,855 | $3.7M |
| Traveka Wealth, LLC | 1.49% | Add +0.3% | 63,533 | $3.7M |
| Apella Capital, LLC | 0.07% | Add +5.1% | 62,703 | $3.6M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.11% | Reduce -38.0% | 62,258 | $3.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +19.6% | 61,904 | $3.6M |
| Valmark Advisers, Inc. | 0.04% | Reduce -26.6% | 56,287 | $3.2M |
| MAI Capital Management | 0.02% | Add +0.3% | 55,603 | $3.2M |
| Warren Street Wealth Advisors, LLC | 0.90% | Reduce -4.8% | 54,431 | $3.1M |
| One Capital Management, LLC | 0.09% | Add +4.6% | 54,118 | $3.1M |
| Whittier Trust Co. | 0.03% | No change | 53,907 | $3.1M |
| Lodestar Private Asset Management LLC | 0.31% | Reduce -3.5% | 53,487 | $3.1M |
| Conquis Financial LLC | 2.58% | Add +38.7% | 52,167 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +10.2% | 50,060 | $2.9M |
| DeDora Capital, Inc. | 0.67% | Add +0.2% | 49,163 | $2.8M |
| 21 West Wealth Management LLC | 2.58% | Add +18.5% | 49,124 | $2.8M |
| Heritage Wealth Management, Inc. | 1.82% | Add +4.6% | 48,987 | $2.8M |
| Quantinno Capital Management LP | 0.01% | Add +9.9% | 47,703 | $2.7M |
| Bank of Stockton | 0.78% | Reduce -1.9% | 47,371 | $2.7M |
| SteelPeak Wealth, LLC | 0.09% | Reduce -3.9% | 45,660 | $2.6M |
| Gould Asset Management LLC | 0.46% | Add +4.2% | 45,315 | $2.6M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +21.8% | 45,314 | $2.6M |
| WealthCollab, LLC | 1.03% | Add +5.3% | 43,968 | $2.5M |
| McIlrath & Eck, LLC | 0.23% | Add +25.1% | 43,767 | $2.5M |
| Destination Wealth Management | 0.07% | Add +92.3% | 43,565 | $2.5M |
| Journey Strategic Wealth LLC | 0.06% | Add +6.7% | 41,843 | $2.4M |
| Westside Investment Management, Inc. | 0.38% | Add +4.7% | 41,386 | $2.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.08% | Reduce -17.7% | 41,114 | $2.4M |
| Merit Financial Group, LLC | 0.02% | Add +3.3% | 40,746 | $2.3M |
| Ballast Rock Private Wealth LLC | 1.44% | — | 40,165 | $2.3M |
| FF Advisors,LLC | 1.03% | New | 40,123 | $2.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +15.2% | 39,244 | $2.3M |
| Empower Advisory Group, LLC | 0.01% | Add +43.5% | 37,042 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +72.5% | 35,344 | $2.0M |
| Savvy Advisors, Inc. | 0.06% | Add +7.5% | 34,150 | $2.0M |
| Vise Technologies, Inc. | 0.04% | New | 34,016 | $2.0M |
| Values Added Financial LLC | 0.82% | Add +163.6% | 33,665 | $1.9M |
| Ieq Capital, LLC | 0.01% | Add +29.3% | 33,501 | $1.9M |
| Fairview Capital Investment Management, LLC | 0.10% | Add +9.6% | 33,171 | $1.9M |
| Leisure Capital Management | 0.62% | New | 32,714 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +234.9% | 32,168 | $1.8M |
| Wedbush Securities Inc. | 0.05% | Add +4.4% | 31,953 | $1.8M |
| WESPAC Advisors SoCal, LLC | 0.37% | Add +30.8% | 31,896 | $1.8M |
| Evergreen Capital Management LLC | 0.04% | Add +2.1% | 31,834 | $1.8M |
| SimpliFi, Inc. | 0.77% | Add +21.7% | 31,693 | $1.8M |
| Evolve Private Wealth, LLC | 0.11% | — | 31,045 | $1.8M |
| Bell Investment Advisors, Inc | 0.27% | Add +21.6% | 29,901 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.4% | 29,813 | $1.7M |
| Foronjy Financial LLC | 0.71% | Add +11.0% | 29,574 | $1.7M |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 28,506 | $1.6M |
| Running Point Capital Advisors, LLC | 0.44% | Add +0.2% | 28,265 | $1.6M |
| Curtis Advisory Group, LLC | 0.33% | Add +2.1% | 27,180 | $1.6M |
| Towerpoint Wealth, LLC | 0.61% | Reduce -0.2% | 26,972 | $1.5M |
| McNaughton Wealth Management, LLC | 0.63% | Reduce -8.3% | 26,694 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | Add +132.3% | 26,672 | $1.5M |
| Fiduciary Financial Group, LLC | 0.22% | No change | 26,591 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.6% | 26,142 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +0.3% | 25,917 | $1.5M |
| Creative Capital Management Investments LLC | 0.43% | Add +2.5% | 24,873 | $1.4M |
| WealthPlan Investment Management, LLC | 0.09% | Reduce -3.9% | 24,619 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +46.0% | 24,004 | $1.4M |
| Davidson Investment Advisors | 0.06% | Reduce -0.9% | 23,437 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -50.0% | 23,271 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -13.5% | 23,261 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.3% | 23,016 | $1.3M |
| Perennial Investment Advisors, LLC | 0.10% | Add +35.1% | 22,945 | $1.3M |
| HSBC Holdings PLC | 0.00% | Add +136.4% | 22,613 | $1.3M |
| Spinnaker Investment Group, LLC | 0.23% | Add +20.8% | 22,005 | $1.3M |
| HCR Wealth Advisors | 0.12% | Reduce -6.7% | 21,361 | $1.2M |
| Clark Asset Management, LLC | 0.13% | Add +0.1% | 21,132 | $1.2M |
| Smartleaf Asset Management LLC | 0.05% | Add +1.3% | 20,876 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.15% | No change | 20,582 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -67.4% | 20,534 | $1.2M |
| Allworth Financial LP | 0.00% | Add +9.9% | 20,316 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.2% | 20,054 | $1.2M |
| IFC Advisors LLC | 0.16% | Reduce -18.1% | 19,151 | $1.1M |
| Tillman Hartley LLC | 0.28% | Add +1.9% | 19,126 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | No change | 18,877 | $1.1M |
| APS Management Group, Inc. | 0.90% | Add +2.2% | 18,321 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -44.9% | 18,311 | $1.1M |
| Strategic Financial Services, Inc. | 0.05% | New | 17,880 | $1.0M |
| Roof Eidam Maycock Peralta, LLC | 0.23% | No change | 17,867 | $1.0M |
| Williams & Novak, LLC | 0.76% | Reduce -7.0% | 17,586 | $1.0M |
| Independent Financial Group, LLC | 0.02% | Add +4.5% | 17,500 | $1.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | New | 17,405 | $1.0M |
| Vilga Financial Planning LLC | 0.95% | — | 17,210 | $989K |
| Impact Investors, Inc | 0.64% | Add +0.0% | 16,172 | $929K |
| Argyle Capital Partners, LLC | 0.67% | No change | 15,888 | $913K |
| LifeWealth Investments, LLC | 0.29% | No change | 15,806 | $908K |
| Greykasell Wealth Strategies, Inc. | 0.35% | No change | 15,232 | $875K |
| NWF Advisory Services Inc. | 0.10% | Add +0.0% | 15,187 | $873K |
| Lido Advisors, LLC | 0.00% | No change | 15,166 | $865K |
| Itau Unibanco Holding S.A. | 0.02% | Add +35.4% | 14,817 | $851K |
| Sagespring Wealth Partners, LLC | 0.02% | New | 14,698 | $845K |
| Portfolio Design Labs, LLC | 0.14% | Reduce -1.3% | 14,537 | $835K |
| Instrumental Wealth, LLC | 0.48% | Add +3.5% | 13,581 | $793K |
| Brasada Capital Management, LP | 0.13% | Reduce -0.5% | 13,510 | $777K |
| Keystone Global Partners, LLC | 0.33% | Add +37.8% | 13,210 | $759K |
| Two West Capital Advisors LLC | 0.44% | No change | 13,137 | $755K |
| Shira Ridge Wealth Management | 0.30% | Add +6.1% | 13,103 | $753K |
| Mattern Capital Management, LLC | 0.09% | Add +4.0% | 12,925 | $743K |
| Climber Capital SA | 0.47% | — | 12,660 | $724K |
| Aspen Investment Management Inc | 0.22% | No change | 12,410 | $713K |
| Integrity Investment Advisors, LLC | 0.39% | New | 12,257 | $704K |
| Brown Advisory Inc. | 0.00% | Add +0.3% | 12,058 | $693K |
| Composition Wealth, LLC | 0.01% | No change | 12,043 | $692K |
| Factor Wealth Management LTD | 0.15% | Add +138.2% | 12,013 | $690K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +100.0% | 11,884 | $683K |
| Engineers Gate Manager LP | 0.01% | Reduce -23.6% | 11,816 | $679K |
| True Link Financial Advisors, LLC | 0.04% | No change | 11,810 | $679K |
| Tru Independence Asset Management 2, LLC | 0.42% | No change | 11,807 | $678K |
| Boltwood Capital Management | 0.17% | Add +7.4% | 11,705 | $673K |
| Capital Insight Partners, LLC | 0.14% | Reduce -32.1% | 11,585 | $666K |
| Investment Advisory Group, LLC | 0.17% | No change | 11,400 | $655K |
| GC Wealth Management RIA, LLC | 0.02% | Reduce -52.6% | 10,979 | $631K |
| VERITY Wealth Advisors | 0.39% | No change | 10,915 | $627K |
| Moss Adams Wealth Advisors LLC | 0.05% | No change | 10,882 | $625K |
| Diversified Portfolios, Inc. | 0.05% | Add +16.1% | 10,611 | $610K |
| Trace Wealth Advisors, LLC | 0.43% | No change | 10,452 | $601K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -30.8% | 10,392 | $597K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -2.0% | 10,267 | $590K |
| Pacific Capital Wealth Advisors, Inc. | 0.10% | No change | 9,828 | $565K |
| SmartHarvest Portfolios, LLC | 0.20% | — | 9,796 | $563K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.13% | Reduce -6.1% | 9,665 | $555K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -62.5% | 9,646 | $554K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 9,260 | $532K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 9,050 | $520K |
| Twin Peaks Wealth Advisors, LLC | 0.15% | Add +57.7% | 8,965 | $520K |
| Savant Capital, LLC | 0.00% | Add +0.0% | 8,931 | $513K |
| Northeast Financial Group, Inc. | 0.13% | Reduce -12.5% | 8,807 | $506K |
| Hamilton Wealth, LLC | 0.09% | Reduce -0.1% | 8,667 | $498K |
| Life Planning Partners, Inc | 0.37% | No change | 8,337 | $479K |
| Tme Financial, Inc. | 0.33% | Add +0.8% | 8,241 | $474K |
| Stordahl Capital Management, Inc. | 0.10% | Add +106.4% | 8,208 | $472K |
| Modern Wealth Management, LLC | 0.01% | New | 8,203 | $471K |
| Caliber Wealth Management, LLC / KS | 0.05% | No change | 8,164 | $469K |
| Union Savings Bank | 0.20% | — | 7,947 | $457K |
| Nautilus Advisors LLC | 0.29% | No change | 7,850 | $451K |
| Meridian Wealth Management, LLC | 0.02% | No change | 7,820 | $449K |
| Baird Financial Group, Inc. | 0.00% | New | 7,792 | $448K |
| Invera Wealth Advisors, LLC | 0.28% | Reduce -37.5% | 7,782 | $447K |
| Eclectic Associates Inc. | 0.07% | Add +12.4% | 7,598 | $437K |
| Chesley Taft & Associates LLC | 0.02% | No change | 7,375 | $424K |
| Millennium Management | 0.00% | Reduce -23.6% | 7,242 | $416K |
| Altfest L J & Co. Inc. | 0.04% | Add +15.8% | 7,145 | $411K |
| Fisher Asset Management | 0.00% | Add +25.5% | 7,127 | $410K |
| Sowell Financial Services LLC | 0.01% | Add +71.4% | 7,113 | $409K |
| Stratos Investment Management, LLC | 0.02% | Add +6.3% | 7,013 | $403K |
| North Berkeley Wealth Management, LLC | 0.24% | Add +1.1% | 6,970 | $400K |
| ASL Financial, LLC | 0.31% | — | 6,970 | $400K |
| Summit Wealth Group, LLC | 0.09% | No change | 6,849 | $394K |
| RHS Financial, LLC | 0.19% | Reduce -33.0% | 6,778 | $389K |
| Hill Island Financial LLC | 0.09% | Add +20.3% | 6,760 | $388K |
| Verus Wealth Management, LLC | 0.36% | Reduce -1.8% | 6,700 | $385K |
| Private Trust Co. NA | 0.03% | Reduce -5.9% | 6,596 | $379K |
| Oppenheimer & Co. Inc. | 0.01% | New | 6,454 | $371K |
| Golden State Wealth Management, LLC | 0.04% | No change | 6,363 | $366K |
| Whitegate Investment Counselors, Inc. | 0.11% | No change | 6,350 | $365K |
| Trilogy Capital Inc. | 0.02% | Add +3.9% | 6,315 | $363K |
| Highline Wealth Partners LLC | 0.10% | Add +0.3% | 6,306 | $362K |
| Fortitude Financial, LLC | 0.31% | Reduce -51.6% | 6,272 | $360K |
| DeLarme Wealth Management, Inc. | 0.25% | — | 6,070 | $349K |
| Three Bridge Wealth Advisors, LLC | 0.09% | Reduce -50.8% | 6,042 | $347K |
| Quadrant Private Wealth Management, LLC | 0.06% | Add +54.5% | 6,027 | $346K |
| Carnegie Investment Counsel | 0.01% | Reduce -4.3% | 6,015 | $346K |
| Neumann Capital Management, LLC | 0.10% | No change | 6,000 | $345K |
| Ledyard National Bank | 0.03% | No change | 6,000 | $345K |
| Wise Wealth Partners | 0.49% | Add +0.9% | 5,891 | $339K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -50.0% | 5,839 | $336K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -13.3% | 5,745 | $332K |
| SageView Advisory Group, LLC | 0.01% | Add +4.9% | 5,601 | $322K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -11.0% | 5,496 | $316K |
| Equitable Holdings, Inc. | 0.00% | Add +41.6% | 5,486 | $315K |
| Werba Rubin Papier Wealth Management | 0.08% | Add +0.9% | 5,402 | $310K |
| Apeiron RIA LLC | 0.06% | New | 5,220 | $301K |
| GAMMA Investing LLC | 0.01% | Add +4.3% | 5,150 | $296K |
| Falcon Wealth Planning | 0.02% | Reduce -2.6% | 5,116 | $294K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -0.4% | 5,060 | $291K |
| IMPACTfolio, LLC | 0.12% | Add +0.8% | 5,012 | $288K |
| GTS Securities LLC | 0.01% | New | 4,968 | $285K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 4,742 | $272K |
| Emergent Wealth Advisors, LLC | 0.15% | No change | 4,735 | $272K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.3% | 4,727 | $272K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 4,658 | $268K |
| HB Wealth Management, LLC | 0.00% | No change | 4,491 | $258K |
| FLC Capital Advisors | 0.05% | New | 4,426 | $254K |
| Virtue Asset Management LLC | 0.21% | New | 4,400 | $253K |
| Citigroup Inc. | 0.00% | Add +2.3% | 4,400 | $253K |
| Elyxium Wealth, LLC | 0.07% | No change | 4,333 | $249K |
| Southland Equity Partners LLC | 0.05% | No change | 4,318 | $248K |
| Members Wealth LLC | 0.15% | New | 4,274 | $247K |
| Flputnam Investment Management Co. | 0.00% | Reduce -5.9% | 4,193 | $241K |
| Sonata Capital Group Inc. | 0.09% | New | 4,185 | $240K |
| PFG Advisors | 0.01% | Reduce -4.0% | 4,108 | $236K |
| Tidemark, LLC | 0.07% | No change | 4,076 | $234K |
| Retirement Planning Group, LLC | 0.01% | Add +1.0% | 4,070 | $234K |
| Sharper & Granite LLC | 0.08% | New | 4,020 | $231K |
| SFE Investment Counsel | 0.04% | No change | 3,997 | $230K |
| Intelligence Driven Advisers, LLC | 0.03% | New | 3,917 | $225K |
| Perigon Wealth Management, LLC | 0.00% | New | 3,892 | $224K |
| Northern Trust Corp. | 0.00% | Reduce -36.6% | 3,825 | $220K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +6.6% | 3,751 | $216K |
| Sherman Asset Management, Inc. | 0.18% | No change | 3,744 | $215K |
| Morton Capital Management LLC | 0.03% | Add +1.0% | 3,690 | $212K |
| LongView Asset Management LLC | 0.14% | New | 3,605 | $207K |
| TLWM | 0.04% | No change | 3,556 | $204K |
| Ascentis Independent Advisors | 0.03% | No change | 3,550 | $204K |
| Qube Research & Technologies Ltd | 0.00% | Add +2.5% | 3,381 | $194K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 3,095 | $178K |
| Cardiff Park Advisors, LLC | 0.01% | Add +1.0% | 3,064 | $176K |
| Integrity Financial Corp | 0.08% | No change | 2,667 | $153K |
| Essential Partners LLC | 0.04% | No change | 2,462 | $141K |
| International Assets Investment Management, LLC | 0.01% | New | 2,376 | $137K |
| Root Financial Partners, LLC | 0.01% | Add +197.1% | 2,314 | $133K |
| Creative Financial Designs Inc. | 0.01% | Add +90.9% | 2,100 | $121K |
| Main Management LLC | 0.01% | Reduce -1.2% | 1,953 | $112K |
| Larson Financial Group LLC | 0.00% | No change | 1,671 | $96K |
| Legacy Wealth Managment, LLC | 0.04% | New | 1,602 | $92K |
| Angeles Wealth Management, LLC | 0.00% | No change | 1,500 | $86K |
| St Germain D J Co. Inc. | 0.00% | Add +20.8% | 1,450 | $83K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,415 | $81K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,250 | $72K |
| Richards, Merrill & Peterson, Inc. | 0.03% | New | 1,225 | $70K |
| Ares Financial Consulting, LLC | 0.06% | — | 1,165 | $67K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -3.0% | 1,144 | $66K |
| CX Institutional | 0.00% | Add +1.6% | 1,126 | $65K |
| Optima Capital LLC | 0.02% | New | 877 | $50K |
| Crewe Advisors LLC | 0.00% | 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% | No change | 700 | $40K |
| Rosenberg Matthew Hamilton | 0.01% | New | 518 | $30K |
| AlphaCore Capital LLC | 0.00% | Add +20.4% | 501 | $29K |
| Ballast Advisors LLC | 0.01% | No change | 410 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.1% | 360 | $21K |
| KERR FINANCIAL PLANNING Corp | 0.03% | Add +0.3% | 355 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 351 | $20K |
| WFA of San Diego, LLC | 0.01% | No change | 254 | $15K |
| Biltmore Family Office, LLC | 0.00% | New | 244 | $14K |
| Winthrop Capital Management, LLC | 0.00% | No change | 242 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 156 | $9K |
| Align Financial, LLC | 0.00% | — | 6,321 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $3K |
| Longview Financial Advisors LLC | 0.00% | Reduce -66.2% | 45 | $3K |
| Horizon Investments, LLC | 0.00% | No change | 43 | $2K |
| Team Financial Group, LLC | 0.00% | No change | 33 | $2K |
| AE Wealth Management LLC | 0.00% | No change | 14 | $804 |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 6 | $345 |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.