iShares California Muni BondCMFETF
13F holders, Q1 2026 (March 31)351holders +15
34new positions
20sold out
3famous investors
$56.87avg. 13F price*
At the end of Q1 2026, 351 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, up 15 from Q4 2025. 34 opened new positions and 20 sold out. The largest holders were Charles Schwab Investment Management Inc. ($483.1M), Wealthfront Advisers LLC ($352.5M) and Morgan Stanley ($106.5M). 3 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 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $26.5M |
| Exits | 20 | $41.9M |
All 13F filers, Q4 2025 → Q1 2026: 5,336,348 shares bought and 2,522,422 shares sold, net +2,813,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 351 holders
| Charles Schwab Investment Management Inc. | 0.07% | Add +0.7% | 8,496,808 | $483.1M |
| Wealthfront Advisers LLC | 0.77% | Add +21.3% | 6,199,721 | $352.5M |
| Morgan Stanley | 0.01% | Add +4.6% | 1,872,723 | $106.5M |
| Bank of America Corp. | 0.01% | Reduce -5.0% | 1,836,874 | $104.4M |
| FMR LLC | 0.01% | Reduce -5.2% | 1,807,029 | $102.7M |
| Facet Wealth, Inc. | 1.56% | Add +5.6% | 1,581,074 | $89.9M |
| Syon Capital LLC | 3.87% | Add +17.8% | 1,352,128 | $76.9M |
| Bailard, Inc. | 1.61% | Reduce -14.2% | 1,234,606 | $70.2M |
| EP Wealth Advisors, LLC | 0.33% | Add +0.8% | 1,180,899 | $67.1M |
| LPL Financial LLC | 0.02% | Add +16.0% | 1,147,593 | $65.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +88.2% | 1,021,059 | $58.1M |
| Mariner, LLC | 0.06% | Add +1.4% | 918,584 | $52.2M |
| BlackRock, Inc. | 0.00% | Add +271.6% | 882,814 | $50.2M |
| JPMorgan Chase & Co. | 0.00% | Add +4.5% | 681,794 | $38.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.15% | — | 663,621 | $37.7M |
| Wells Fargo & Company | 0.01% | Add +8.0% | 657,464 | $37.4M |
| Mercer Global Advisors Inc. | 0.06% | Add +19.6% | 657,171 | $37.4M |
| UBS Group AG | 0.01% | Reduce -0.9% | 531,875 | $30.2M |
| Royal Bank of Canada | 0.01% | Add +4.7% | 471,638 | $26.8M |
| Opes Wealth Management LLC | 4.54% | Add +6.6% | 467,978 | $26.6M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +255.5% | 411,658 | $23.4M |
| Focus Partners Wealth | 0.03% | Add +17.6% | 404,359 | $23.0M |
| Manhattan West Asset Management, LLC | 4.42% | Add +9.5% | 397,775 | $22.6M |
| Guggenheim Capital LLC | 0.18% | Add +35.3% | 396,010 | $22.5M |
| Assetmark, Inc. | 0.05% | Add +5.1% | 391,733 | $22.3M |
| Alliancebernstein L.P. | 0.01% | Add +8.3% | 366,339 | $21.0M |
| Cetera Investment Advisers | 0.02% | Reduce -2.5% | 368,508 | $21.0M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -0.7% | 358,790 | $20.4M |
| First Foundation Advisors | 0.82% | Reduce -2.9% | 356,732 | $20.3M |
| Captrust Financial Advisors | 0.04% | Add +1.4% | 356,431 | $20.3M |
| West Wealth Group, LLC | 3.73% | Add +21.2% | 331,806 | $18.9M |
| Cerity Partners LLC | 0.03% | Add +31.8% | 331,070 | $18.8M |
| Rwa Wealth Partners, LLC | 0.19% | Add +0.0% | 312,546 | $17.8M |
| Sei Investments Co. | 0.02% | Add +0.7% | 308,912 | $17.6M |
| Affinity Capital Advisors, LLC | 2.34% | Add +8.8% | 293,236 | $16.7M |
| Orin Green Financial, LLC | 6.70% | Reduce -6.5% | 287,164 | $16.3M |
| Slow Capital, Inc. | 2.06% | Reduce -1.1% | 278,292 | $15.8M |
| Creative Planning | 0.01% | Add +26.2% | 277,418 | $15.8M |
| Myecfo, LLC | 6.25% | Add +4.5% | 262,542 | $14.9M |
| Rinkey Investments | 3.77% | Add +33.7% | 258,963 | $14.7M |
| RiverFront Investment Group, LLC | 0.22% | Add +53.8% | 244,554 | $13.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.0% | 243,494 | $13.8M |
| Betterment LLC | 0.03% | Add +4.7% | 242,057 | $13.8M |
| Apella Capital, LLC | 0.18% | Add +238.9% | 212,510 | $12.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +45.9% | 206,115 | $11.7M |
| Navalign, LLC | 2.88% | Add +7.4% | 200,894 | $11.4M |
| Atlas Legacy Advisors, LLC | 2.06% | Reduce -6.9% | 198,262 | $11.3M |
| Brio Consultants, LLC | 1.38% | Reduce -0.5% | 197,127 | $11.3M |
| Pure Financial Advisors, LLC | 0.16% | Add +3.4% | 195,635 | $11.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.16% | Add +16.0% | 192,029 | $10.9M |
| Jane Street Group, LLC | 0.01% | Add +22.4% | 172,581 | $9.8M |
| Jones Financial Companies LLLP | 0.00% | Add +32.0% | 162,761 | $9.2M |
| Financial Connections Group, Inc. | 3.04% | Reduce -2.2% | 153,857 | $8.7M |
| Bank of Montreal | 0.00% | Reduce -1.3% | 150,685 | $8.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.6% | 144,709 | $8.2M |
| Wedmont Private Capital | 0.26% | Reduce -9.8% | 142,044 | $8.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +6.8% | 129,377 | $7.4M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -2.7% | 128,029 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.2% | 126,007 | $7.2M |
| OneDigital Investment Advisors LLC | 0.07% | Add +1.3% | 124,682 | $7.1M |
| Garde Capital, Inc. | 0.40% | New | 118,101 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Add +75.0% | 113,692 | $6.5M |
| Cwm, LLC | 0.02% | Reduce -12.5% | 112,944 | $6.4M |
| First American Trust, FSB | 0.42% | Reduce -2.9% | 110,938 | $6.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +5.6% | 103,080 | $5.9M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.21% | Add +64.0% | 102,100 | $5.8M |
| Compound Planning, Inc. | 0.18% | Add +16.9% | 99,861 | $5.7M |
| Thryve Wealth Management LLC | 3.72% | Reduce -3.5% | 97,938 | $5.6M |
| Deutsche Bank AG | 0.00% | No change | 96,380 | $5.5M |
| Fullerton Advisors, LLC | 5.60% | Add +8.6% | 95,033 | $5.4M |
| Client First Capital LLC | 2.31% | No change | 92,578 | $5.3M |
| NDWM LLC | 3.34% | Add +12.2% | 90,580 | $5.2M |
| MML Investors Services, LLC | 0.01% | Reduce -12.6% | 90,384 | $5.1M |
| Ducere Wealth Management LLC | 2.04% | Reduce -7.4% | 90,272 | $5.1M |
| Freestone Capital Holdings, LLC | 0.15% | Add +11.7% | 86,874 | $4.9M |
| Ballast Rock Private Wealth LLC | 2.66% | Add +110.5% | 84,568 | $4.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.15% | Add +103.1% | 83,506 | $4.7M |
| Columbia Bank | 1.32% | Add +0.7% | 81,426 | $4.6M |
| Valmark Advisers, Inc. | 0.05% | Add +43.3% | 80,669 | $4.6M |
| Elmwood Wealth Management, Inc. | 1.23% | Add +14.5% | 77,916 | $4.4M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +2.5% | 75,771 | $4.3M |
| Integrated Advisors Network LLC | 0.22% | New | 74,459 | $4.2M |
| Choreo, LLC | 0.05% | Reduce -1.9% | 73,534 | $4.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +14.4% | 70,850 | $4.0M |
| Fifth Third Bancorp | 0.01% | New | 70,004 | $4.0M |
| Sand Hill Global Advisors, LLC | 0.13% | Reduce -7.1% | 69,965 | $4.0M |
| Mission Wealth Management, LP | 0.08% | Reduce -6.7% | 69,471 | $4.0M |
| Westfuller Advisors, LLC | 1.69% | Add +5.6% | 69,064 | $3.9M |
| Ehrlich Financial Group | 2.24% | Reduce -0.5% | 68,533 | $3.9M |
| Silver Oak Wealth Advisors Services, LLC | 2.46% | Reduce -28.0% | 66,536 | $3.8M |
| Summit Trail Advisors, LLC | 0.05% | No change | 65,718 | $3.7M |
| One Capital Management, LLC | 0.10% | Add +15.6% | 62,540 | $3.6M |
| Omega Financial Group, LLC | 1.17% | Reduce -7.8% | 62,311 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +23.5% | 61,820 | $3.5M |
| Quantinno Capital Management LP | 0.01% | Add +15.3% | 55,002 | $3.1M |
| Warren Street Wealth Advisors, LLC | 0.80% | Add +0.8% | 54,859 | $3.1M |
| Lodestar Private Asset Management LLC | 0.31% | Add +2.0% | 54,533 | $3.1M |
| Whittier Trust Co. | 0.04% | Add +1.0% | 54,437 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -65.5% | 53,864 | $3.1M |
| Heritage Wealth Management, Inc. | 1.69% | Add +9.0% | 53,378 | $3.0M |
| MAI Capital Management | 0.02% | Reduce -6.6% | 51,928 | $3.0M |
| 21 West Wealth Management LLC | 2.64% | Add +1.6% | 49,921 | $2.8M |
| Traveka Wealth, LLC | 1.08% | Reduce -21.8% | 49,688 | $2.8M |
| DeDora Capital, Inc. | 0.68% | Reduce -0.3% | 49,042 | $2.8M |
| McIlrath & Eck, LLC | 0.21% | Add +11.1% | 48,612 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +6.5% | 48,250 | $2.7M |
| WealthCollab, LLC | 1.09% | Add +5.5% | 46,376 | $2.6M |
| Destination Wealth Management | 0.07% | Add +4.4% | 45,483 | $2.6M |
| SteelPeak Wealth, LLC | 0.08% | Reduce -1.1% | 45,150 | $2.6M |
| Journey Strategic Wealth LLC | 0.06% | Add +5.7% | 44,231 | $2.5M |
| Westside Investment Management, Inc. | 0.37% | Add +3.7% | 42,915 | $2.4M |
| Gould Asset Management LLC | 0.42% | Reduce -5.6% | 42,780 | $2.4M |
| Merit Financial Group, LLC | 0.02% | Add +2.5% | 41,776 | $2.4M |
| Citadel Advisors | 0.00% | Add +98.5% | 40,761 | $2.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +122.6% | 40,754 | $2.3M |
| Bank of Stockton | 0.69% | Reduce -16.5% | 39,537 | $2.2M |
| Evolve Private Wealth, LLC | 0.12% | Add +25.9% | 39,097 | $2.2M |
| Savvy Advisors, Inc. | 0.06% | Add +13.8% | 38,868 | $2.2M |
| Empower Advisory Group, LLC | 0.01% | Add +4.0% | 38,534 | $2.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +30.6% | 37,236 | $2.1M |
| Conquis Financial LLC | 1.73% | Reduce -30.4% | 36,289 | $2.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -10.3% | 35,210 | $2.0M |
| Vise Technologies, Inc. | 0.04% | No change | 34,016 | $2.0M |
| Evergreen Capital Management LLC | 0.04% | Add +6.3% | 33,824 | $1.9M |
| Bell Investment Advisors, Inc | 0.30% | Add +12.9% | 33,763 | $1.9M |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 33,542 | $1.9M |
| Wedbush Securities Inc. | 0.06% | Add +4.2% | 33,299 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +26.5% | 33,071 | $1.9M |
| Fairview Capital Investment Management, LLC | 0.10% | Reduce -0.9% | 32,871 | $1.9M |
| SimpliFi, Inc. | 0.78% | Add +3.6% | 32,842 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +8.6% | 32,379 | $1.8M |
| Perennial Investment Advisors, LLC | 0.13% | Add +27.5% | 29,261 | $1.7M |
| WESPAC Advisors SoCal, LLC | 0.35% | Reduce -9.2% | 28,975 | $1.6M |
| Foronjy Financial LLC | 0.67% | Reduce -4.4% | 28,285 | $1.6M |
| Clark Asset Management, LLC | 0.15% | Add +30.7% | 27,617 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -14.2% | 27,595 | $1.6M |
| Tiaa Trust, National Association | 0.10% | Reduce -96.0% | 27,517 | $1.6M |
| Curtis Advisory Group, LLC | 0.34% | Add +1.1% | 27,487 | $1.6M |
| Towerpoint Wealth, LLC | 0.62% | Add +0.1% | 27,003 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +11.3% | 26,723 | $1.5M |
| Fiduciary Financial Group, LLC | 0.19% | Reduce -3.3% | 25,717 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.9% | 25,683 | $1.5M |
| Creative Capital Management Investments LLC | 0.42% | Add +2.7% | 25,547 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +331.4% | 25,191 | $1.4M |
| Smartleaf Asset Management LLC | 0.05% | Add +12.7% | 23,531 | $1.3M |
| McNaughton Wealth Management, LLC | 0.55% | Reduce -12.7% | 23,311 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.0% | 23,274 | $1.3M |
| Davidson Investment Advisors | 0.06% | Reduce -1.1% | 23,168 | $1.3M |
| Keystone Global Partners, LLC | 0.59% | Add +74.9% | 23,103 | $1.3M |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -6.4% | 23,049 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +14.5% | 22,960 | $1.3M |
| HCR Wealth Advisors | 0.13% | Add +3.3% | 22,061 | $1.3M |
| Allworth Financial LP | 0.01% | Add +6.6% | 21,661 | $1.2M |
| HSBC Holdings PLC | 0.00% | Reduce -6.1% | 21,228 | $1.2M |
| APS Management Group, Inc. | 1.03% | Add +15.8% | 21,216 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.15% | No change | 20,582 | $1.2M |
| Impact Investors, Inc | 0.79% | Add +24.1% | 20,065 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -14.0% | 19,995 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +2.8% | 19,414 | $1.1M |
| Tillman Hartley LLC | 0.27% | No change | 19,126 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -83.4% | 18,700 | $1.1M |
| Vilga Financial Planning LLC | 0.95% | Add +8.2% | 18,626 | $1.1M |
| IFC Advisors LLC | 0.15% | Reduce -6.7% | 17,869 | $1.0M |
| Roof Eidam Maycock Peralta, LLC | 0.23% | No change | 17,867 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -23.1% | 17,689 | $1.0M |
| Spinnaker Investment Group, LLC | 0.20% | Reduce -22.1% | 17,152 | $975K |
| Cresset Asset Management, LLC | 0.00% | New | 17,028 | $968K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Reduce -3.7% | 16,766 | $953K |
| NWF Advisory Services Inc. | 0.10% | Add +5.1% | 15,960 | $907K |
| Argyle Capital Partners, LLC | 0.65% | No change | 15,888 | $903K |
| LifeWealth Investments, LLC | 0.27% | No change | 15,806 | $899K |
| Greykasell Wealth Strategies, Inc. | 0.35% | No change | 15,232 | $866K |
| Franklin Resources Inc. | 0.00% | New | 14,980 | $852K |
| Williams & Novak, LLC | 0.63% | Reduce -15.8% | 14,816 | $843K |
| Values Added Financial LLC | 0.35% | Reduce -56.1% | 14,787 | $841K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +0.0% | 14,699 | $836K |
| Shira Ridge Wealth Management | 0.33% | Add +10.3% | 14,448 | $822K |
| Two West Capital Advisors LLC | 0.43% | Add +8.2% | 14,212 | $814K |
| Diversified Portfolios, Inc. | 0.07% | Add +33.3% | 14,140 | $804K |
| Portfolio Design Labs, LLC | 0.14% | Reduce -3.9% | 13,975 | $795K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -61.0% | 13,778 | $783K |
| Atlas Capital Advisors Inc. | 0.09% | New | 13,688 | $778K |
| Instrumental Wealth, LLC | 0.48% | Add +0.2% | 13,614 | $774K |
| Climber Capital SA | 0.47% | No change | 12,660 | $718K |
| Aspen Investment Management Inc | 0.22% | No change | 12,410 | $706K |
| Boltwood Capital Management | 0.18% | Add +6.1% | 12,415 | $706K |
| Integrity Investment Advisors, LLC | 0.38% | Add +0.1% | 12,264 | $697K |
| Lido Advisors, LLC | 0.00% | Reduce -19.4% | 12,224 | $695K |
| Natixis Advisors, LLC | 0.00% | New | 12,137 | $690K |
| GC Wealth Management RIA, LLC | 0.03% | Add +10.0% | 12,079 | $687K |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 12,077 | $687K |
| Brasada Capital Management, LP | 0.13% | Reduce -10.8% | 12,050 | $686K |
| Mattern Capital Management, LLC | 0.08% | Reduce -6.8% | 12,053 | $685K |
| Modern Wealth Management, LLC | 0.01% | Add +45.9% | 11,967 | $681K |
| RVW Wealth, LLC | 0.05% | New | 11,897 | $676K |
| Oppenheimer & Co. Inc. | 0.01% | Add +83.6% | 11,850 | $674K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.3% | 11,843 | $673K |
| Tru Independence Asset Management 2, LLC | 0.41% | No change | 11,807 | $671K |
| True Link Financial Advisors, LLC | 0.04% | Reduce -1.7% | 11,610 | $660K |
| HUB Investment Partners, LLC | 0.02% | New | 11,514 | $655K |
| Investment Advisory Group, LLC | 0.16% | No change | 11,400 | $648K |
| Independent Financial Group, LLC | 0.01% | Reduce -35.5% | 11,297 | $642K |
| CV Advisors LLC | 0.17% | New | 11,300 | $641K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +16.7% | 11,255 | $640K |
| GAMMA Investing LLC | 0.03% | Add +115.7% | 11,106 | $631K |
| SmartHarvest Portfolios, LLC | 0.26% | Add +10.9% | 10,868 | $618K |
| Trace Wealth Advisors, LLC | 0.45% | No change | 10,452 | $594K |
| FLC Capital Advisors | 0.11% | Add +132.8% | 10,304 | $586K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.2% | 10,244 | $582K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -3.0% | 10,083 | $573K |
| January Capital Advisors LLC | 0.77% | — | 10,048 | $571K |
| My Portfolio Guide, LLC | 0.31% | — | 9,917 | $564K |
| Neumann Capital Management, LLC | 0.17% | Add +65.0% | 9,900 | $563K |
| Pacific Capital Wealth Advisors, Inc. | 0.09% | No change | 9,828 | $559K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.13% | No change | 9,665 | $550K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 9,260 | $527K |
| Savant Capital, LLC | 0.00% | No change | 8,931 | $508K |
| Composition Wealth, LLC | 0.01% | Reduce -26.4% | 8,869 | $504K |
| Brighton Jones LLC | 0.01% | New | 8,817 | $501K |
| Twin Peaks Wealth Advisors, LLC | 0.12% | Reduce -6.5% | 8,379 | $476K |
| Life Planning Partners, Inc | 0.36% | No change | 8,337 | $474K |
| Tme Financial, Inc. | 0.33% | Add +0.8% | 8,307 | $472K |
| Stordahl Capital Management, Inc. | 0.10% | No change | 8,208 | $467K |
| M. Kulyk & Associates, LLC | 0.08% | New | 7,925 | $451K |
| Invera Wealth Advisors, LLC | 0.29% | Add +1.6% | 7,904 | $449K |
| Nautilus Advisors LLC | 0.31% | No change | 7,850 | $446K |
| Meridian Wealth Management, LLC | 0.02% | No change | 7,820 | $445K |
| Baird Financial Group, Inc. | 0.00% | No change | 7,792 | $443K |
| Eclectic Associates Inc. | 0.06% | Add +2.1% | 7,758 | $441K |
| Arax Advisory Partners | 0.01% | New | 7,757 | $441K |
| Sowell Financial Services LLC | 0.02% | Add +6.7% | 7,587 | $431K |
| GoalFusion Wealth Management, LLC | 0.19% | New | 7,500 | $426K |
| ASL Financial, LLC | 0.34% | Add +6.2% | 7,400 | $421K |
| Altfest L J & Co. Inc. | 0.04% | Add +3.2% | 7,375 | $419K |
| Chesley Taft & Associates LLC | 0.02% | No change | 7,375 | $419K |
| Stratos Investment Management, LLC | 0.02% | Add +4.7% | 7,344 | $418K |
| Carnegie Investment Counsel | 0.01% | Add +18.2% | 7,110 | $404K |
| Ascentis Independent Advisors | 0.03% | Add +100.0% | 7,100 | $404K |
| Quadrant Private Wealth Management, LLC | 0.06% | Add +16.6% | 7,027 | $400K |
| North Berkeley Wealth Management, LLC | 0.21% | No change | 6,970 | $396K |
| RHS Financial, LLC | 0.19% | Add +1.6% | 6,883 | $391K |
| Summit Wealth Group, LLC | 0.09% | No change | 6,849 | $389K |
| Hill Island Financial LLC | 0.09% | No change | 6,760 | $384K |
| Zhang Financial LLC | 0.01% | New | 6,580 | $374K |
| Verus Wealth Management, LLC | 0.35% | Reduce -2.2% | 6,550 | $372K |
| Itau Unibanco Holding S.A. | 0.01% | Reduce -56.1% | 6,510 | $370K |
| Emergent Wealth Advisors, LLC | 0.22% | Add +37.3% | 6,499 | $370K |
| DeLarme Wealth Management, Inc. | 0.24% | Add +6.7% | 6,475 | $368K |
| Private Trust Co. NA | 0.03% | Reduce -2.2% | 6,451 | $367K |
| Montecito Bank & Trust | 0.06% | New | 6,450 | $367K |
| Sonata Capital Group Inc. | 0.14% | Add +53.8% | 6,435 | $366K |
| Equitable Holdings, Inc. | 0.00% | Add +14.8% | 6,295 | $362K |
| Whitegate Investment Counselors, Inc. | 0.11% | No change | 6,350 | $361K |
| Peak Retirement Planning, Inc. | 0.07% | New | 6,342 | $361K |
| Highline Wealth Partners LLC | 0.09% | Add +0.5% | 6,336 | $360K |
| Trilogy Capital Inc. | 0.02% | No change | 6,315 | $359K |
| Kera Capital Partners, Inc. | 0.04% | New | 6,203 | $353K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 6,154 | $350K |
| Falcon Wealth Planning | 0.02% | Add +19.4% | 6,106 | $347K |
| Fisher Asset Management | 0.00% | Reduce -14.9% | 6,066 | $345K |
| Ledyard National Bank | 0.03% | No change | 6,000 | $341K |
| Wise Wealth Partners | 0.46% | Add +0.5% | 5,918 | $336K |
| Fortitude Financial, LLC | 0.18% | Reduce -6.0% | 5,897 | $335K |
| Fort Point Capital Partners LLC | 0.04% | No change | 5,745 | $327K |
| IMPACTfolio, LLC | 0.14% | Add +13.0% | 5,665 | $322K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.1% | 5,598 | $318K |
| VestGen Advisors, LLC | 0.01% | New | 5,570 | $318K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -2.4% | 5,363 | $305K |
| Union Savings Bank | 0.13% | Reduce -33.6% | 5,279 | $300K |
| Members Wealth LLC | 0.18% | Add +21.3% | 5,184 | $298K |
| Apeiron RIA LLC | 0.07% | No change | 5,220 | $297K |
| Brooklyn Investment Group | 0.01% | New | 5,062 | $288K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 5,060 | $288K |
| Moss Adams Wealth Advisors LLC | 0.02% | Reduce -55.2% | 4,879 | $277K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +1.9% | 4,833 | $275K |
| Wealthspire Retirement, LLC | 0.02% | No change | 4,727 | $269K |
| a16z Perennial Management, L.P. | 0.02% | New | 4,710 | $268K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 4,658 | $265K |
| Abacus Wealth Partners, LLC | 0.02% | New | 4,500 | $256K |
| HB Wealth Management, LLC | 0.00% | No change | 4,491 | $255K |
| Hamilton Wealth, LLC | 0.05% | Reduce -48.3% | 4,482 | $255K |
| Truist Financial Corp. | 0.00% | New | 4,459 | $254K |
| Virtue Asset Management LLC | 0.20% | No change | 4,400 | $250K |
| Citigroup Inc. | 0.00% | No change | 4,400 | $250K |
| Elyxium Wealth, LLC | 0.08% | No change | 4,333 | $246K |
| Southland Equity Partners LLC | 0.05% | No change | 4,318 | $246K |
| Weaver Consulting Group | 0.06% | New | 4,246 | $241K |
| Flputnam Investment Management Co. | 0.00% | No change | 4,193 | $238K |
| Creative Financial Designs Inc. | 0.01% | Add +95.7% | 4,110 | $234K |
| Retirement Planning Group, LLC | 0.01% | Add +0.5% | 4,090 | $233K |
| Tidemark, LLC | 0.06% | No change | 4,076 | $232K |
| St Germain D J Co. Inc. | 0.01% | Add +178.5% | 4,038 | $230K |
| Tortuga Wealth Management, Inc | 0.21% | New | 4,002 | $228K |
| TLWM | 0.04% | Add +12.1% | 3,986 | $227K |
| Fiduciary Financial Advisors | 0.20% | — | 3,944 | $224K |
| Perigon Wealth Management, LLC | 0.00% | No change | 3,892 | $221K |
| Three Bridge Wealth Advisors, LLC | 0.06% | Reduce -35.7% | 3,886 | $221K |
| Northern Trust Corp. | 0.00% | No change | 3,825 | $217K |
| Gerald Baker Financial Group LLC | 0.07% | — | 3,793 | $216K |
| Triumph Capital Management | 0.04% | New | 3,764 | $214K |
| Sherman Asset Management, Inc. | 0.20% | No change | 3,744 | $213K |
| D.A. Davidson & Co. | 0.00% | New | 3,741 | $213K |
| PFG Advisors | 0.01% | Reduce -9.6% | 3,712 | $211K |
| Morton Capital Management LLC | 0.03% | Add +0.5% | 3,708 | $211K |
| Werba Rubin Papier Wealth Management | 0.03% | Reduce -32.0% | 3,671 | $209K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +14.0% | 3,527 | $201K |
| Centaurus Financial, Inc. | 0.01% | New | 3,448 | $196K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.5% | 3,079 | $175K |
| Geneos Wealth Management Inc. | 0.00% | Add +89.7% | 2,684 | $153K |
| Essential Partners LLC | 0.05% | No change | 2,462 | $140K |
| US Bancorp \de | 0.00% | Reduce -97.5% | 2,406 | $137K |
| International Assets Investment Management, LLC | 0.01% | No change | 2,376 | $135K |
| Caldwell Trust Co | 0.01% | New | 2,150 | $122K |
| Main Management LLC | 0.01% | Reduce -3.5% | 1,885 | $107K |
| Legacy Wealth Managment, LLC | 0.05% | Add +11.9% | 1,793 | $102K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -72.4% | 1,755 | $100K |
| Larson Financial Group LLC | 0.00% | No change | 1,671 | $95K |
| AlphaCore Capital LLC | 0.00% | Add +221.8% | 1,612 | $92K |
| Angeles Wealth Management, LLC | 0.00% | Add +6.2% | 1,593 | $91K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 1,596 | $91K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +30.0% | 1,487 | $85K |
| Root Financial Partners, LLC | 0.00% | Reduce -43.2% | 1,314 | $75K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,250 | $71K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 1,225 | $70K |
| Ares Financial Consulting, LLC | 0.05% | Add +0.5% | 1,171 | $67K |
| CX Institutional | 0.00% | Reduce -0.1% | 1,125 | $64K |
| Founders Financial Alliance, LLC | 0.01% | New | 1,037 | $59K |
| 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 |
| Crewe Advisors LLC | 0.00% | Reduce -33.7% | 580 | $33K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -83.5% | 558 | $32K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 518 | $29K |
| Ballast Advisors LLC | 0.01% | No change | 410 | $23K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +1.1% | 359 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.6% | 362 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 352 | $20K |
| LM Advisors LLC | 0.09% | New | 959 | $17K |
| Winthrop Capital Management, LLC | 0.00% | No change | 242 | $14K |
| Biltmore Family Office, LLC | 0.00% | Add +0.4% | 245 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 156 | $9K |
| Align Financial, LLC | 0.00% | Reduce -98.3% | 110 | $6K |
| Horizon Investments, LLC | 0.00% | Add +104.7% | 88 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 73 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $3K |
| Longview Financial Advisors LLC | 0.00% | No change | 45 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.9% | 38 | $2K |
| Team Financial Group, LLC | 0.00% | No change | 33 | $2K |
| Vanguard Advisers Inc. | 0.00% | — | 30 | $2K |
| AE Wealth Management LLC | 0.00% | No change | 14 | $796 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $57 |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.