iShares California Muni BondCMFETF
13F holders, Q2 2026 (June 30)356holders +5
33new positions
24sold out
3famous investors
$57.62avg. 13F price*
At the end of Q2 2026, 356 institutions reported holding iShares California Muni Bond (CMF) in their 13F filings, up 5 from Q1 2026. 33 opened new positions and 24 sold out. The largest holders were Charles Schwab Investment Management Inc. ($564.6M), Wealthfront Advisers LLC ($419.4M) and Bank of America Corp. ($113.9M). 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $34.5M |
| Exits | 24 | $17.3M |
All 13F filers, Q1 2026 → Q2 2026: 5,533,510 shares bought and 1,415,003 shares sold, net +4,118,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| Charles Schwab Investment Management Inc. | 0.08% | Add +15.3% | 9,795,528 | $564.6M |
| Wealthfront Advisers LLC | 0.81% | Add +17.4% | 7,276,324 | $419.4M |
| Bank of America Corp. | 0.01% | Add +7.5% | 1,975,540 | $113.9M |
| Morgan Stanley | 0.01% | Add +3.4% | 1,936,419 | $111.6M |
| Facet Wealth, Inc. | 1.45% | Add +10.7% | 1,750,409 | $100.9M |
| FMR LLC | 0.00% | Reduce -3.6% | 1,742,213 | $100.4M |
| EP Wealth Advisors, LLC | 0.37% | Add +43.2% | 1,691,400 | $97.5M |
| Syon Capital LLC | 3.51% | Add +3.2% | 1,395,697 | $80.4M |
| LPL Financial LLC | 0.02% | Add +14.2% | 1,310,854 | $75.6M |
| Bailard, Inc. | 1.42% | Reduce -1.7% | 1,213,415 | $69.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.5% | 1,118,263 | $64.5M |
| Mariner, LLC | 0.06% | Add +1.4% | 931,425 | $53.7M |
| BlackRock, Inc. | 0.00% | Reduce -1.9% | 865,882 | $49.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 690,685 | $39.8M |
| Wells Fargo & Company | 0.01% | Add +1.5% | 667,037 | $38.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.13% | Add +0.4% | 666,348 | $38.4M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -5.0% | 624,565 | $36.0M |
| Royal Bank of Canada | 0.01% | Add +8.2% | 510,220 | $29.4M |
| UBS Group AG | 0.00% | Reduce -5.3% | 503,444 | $29.0M |
| Guggenheim Capital LLC | 0.18% | Add +20.6% | 477,670 | $27.5M |
| Focus Partners Wealth | 0.03% | Add +12.6% | 455,178 | $26.2M |
| Assetmark, Inc. | 0.04% | Add +11.3% | 436,085 | $25.1M |
| Cerity Partners LLC | 0.03% | Add +18.0% | 390,584 | $22.5M |
| West Wealth Group, LLC | 3.63% | Add +16.0% | 384,830 | $22.2M |
| Captrust Financial Advisors | 0.03% | Add +6.1% | 378,084 | $21.8M |
| Cetera Investment Advisers | 0.02% | Reduce -2.2% | 360,260 | $20.8M |
| Sei Investments Co. | 0.02% | Add +5.9% | 327,187 | $18.9M |
| Manhattan West Asset Management, LLC | 3.13% | Reduce -18.2% | 325,296 | $18.8M |
| First Foundation Advisors | 0.66% | Reduce -10.6% | 318,941 | $18.4M |
| Rwa Wealth Partners, LLC | 0.17% | Add +0.5% | 314,017 | $18.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -13.9% | 315,476 | $17.9M |
| Affinity Capital Advisors, LLC | 2.09% | Reduce -0.0% | 293,212 | $16.9M |
| Orin Green Financial, LLC | 6.06% | Reduce -0.8% | 284,860 | $16.4M |
| Creative Planning | 0.01% | Reduce -1.5% | 273,154 | $15.7M |
| Rinkey Investments | 3.62% | Add +2.9% | 266,511 | $15.4M |
| Betterment LLC | 0.02% | Add +4.7% | 253,502 | $14.6M |
| Slow Capital, Inc. | 1.70% | Reduce -9.3% | 252,501 | $14.6M |
| Myecfo, LLC | 5.26% | Reduce -8.0% | 241,609 | $13.9M |
| RiverFront Investment Group, LLC | 0.18% | Reduce -1.3% | 241,434 | $13.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 236,001 | $13.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.9% | 212,056 | $12.2M |
| Pure Financial Advisors, LLC | 0.16% | Add +7.1% | 209,603 | $12.1M |
| Apella Capital, LLC | 0.17% | Reduce -3.7% | 204,693 | $11.8M |
| Osaic Holdings, Inc. | 0.01% | Add +278.3% | 203,745 | $11.7M |
| Navalign, LLC | 2.71% | Add +0.6% | 202,036 | $11.6M |
| Brio Consultants, LLC | 1.35% | Add +1.7% | 200,419 | $11.6M |
| Atlas Legacy Advisors, LLC | 1.69% | Reduce -0.0% | 198,228 | $11.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.15% | Add +1.7% | 195,345 | $11.3M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -45.9% | 194,046 | $11.2M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -53.2% | 192,748 | $11.1M |
| Jones Financial Companies LLLP | 0.00% | Add +13.8% | 185,277 | $10.7M |
| Axxcess Wealth Management, LLC | 0.16% | New | 174,620 | $10.1M |
| Global Retirement Partners, LLC | 0.14% | — | 159,119 | $9.2M |
| Bank of Montreal | 0.00% | Add +2.0% | 153,750 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Add +0.2% | 145,019 | $8.4M |
| Wedmont Private Capital | 0.22% | Add +0.0% | 142,052 | $8.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +8.3% | 140,131 | $8.1M |
| OneDigital Investment Advisors LLC | 0.07% | Add +8.3% | 134,984 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.5% | 131,735 | $7.6M |
| Farther Finance Advisors, LLC | 0.06% | Add +0.2% | 128,340 | $7.4M |
| HighTower Advisors, LLC | 0.01% | Add +11.5% | 126,779 | $7.3M |
| MML Investors Services, LLC | 0.01% | Add +33.6% | 120,754 | $7.0M |
| Garde Capital, Inc. | 0.30% | Reduce -1.1% | 116,793 | $6.7M |
| Freestone Capital Holdings, LLC | 0.17% | Add +32.6% | 115,189 | $6.6M |
| Renaissance Technologies | 0.01% | Add +494.0% | 111,073 | $6.4M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.20% | No change | 102,100 | $5.9M |
| First American Trust, FSB | 0.35% | Reduce -9.2% | 100,682 | $5.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.15% | Add +19.7% | 99,938 | $5.8M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Add +105.1% | 98,953 | $5.7M |
| Fullerton Advisors, LLC | 5.32% | Add +3.8% | 98,660 | $5.7M |
| Thryve Wealth Management LLC | 3.16% | No change | 97,938 | $5.6M |
| Deutsche Bank AG | 0.00% | No change | 96,380 | $5.6M |
| Valmark Advisers, Inc. | 0.06% | Add +18.3% | 95,424 | $5.5M |
| Client First Capital LLC | 2.15% | No change | 92,578 | $5.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -10.3% | 92,420 | $5.3M |
| NDWM LLC | 3.12% | Add +1.8% | 92,199 | $5.3M |
| Compound Planning, Inc. | 0.13% | Reduce -13.0% | 86,886 | $5.0M |
| Elmwood Wealth Management, Inc. | 1.19% | Add +6.2% | 82,736 | $4.8M |
| Columbia Bank | 1.04% | Reduce -1.2% | 80,426 | $4.6M |
| Plancorp, LLC | 0.11% | New | 80,435 | $4.6M |
| Ducere Wealth Management LLC | 1.37% | Reduce -12.3% | 79,139 | $4.6M |
| Fifth Third Bancorp | 0.01% | Add +10.7% | 77,466 | $4.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +0.1% | 75,841 | $4.4M |
| Mission Wealth Management, LP | 0.05% | Add +5.8% | 73,475 | $4.2M |
| Choreo, LLC | 0.05% | Reduce -0.4% | 73,214 | $4.2M |
| Cresset Asset Management, LLC | 0.02% | Add +324.0% | 72,199 | $4.2M |
| Sand Hill Global Advisors, LLC | 0.12% | Add +1.7% | 71,158 | $4.1M |
| Westfuller Advisors, LLC | 1.46% | Add +0.7% | 69,572 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +9.6% | 67,782 | $3.9M |
| Summit Trail Advisors, LLC | 0.05% | Add +0.8% | 66,263 | $3.8M |
| Ehrlich Financial Group | 1.88% | Reduce -7.3% | 63,540 | $3.7M |
| Heritage Wealth Management, Inc. | 1.79% | Add +16.9% | 62,383 | $3.6M |
| One Capital Management, LLC | 0.10% | No change | 62,540 | $3.6M |
| Silver Oak Wealth Advisors Services, LLC | 2.09% | Reduce -9.1% | 60,464 | $3.5M |
| Omega Financial Group, LLC | 1.05% | Reduce -4.3% | 59,613 | $3.4M |
| Lodestar Private Asset Management LLC | 0.29% | Add +6.4% | 58,046 | $3.3M |
| Warren Street Wealth Advisors, LLC | 0.74% | Add +3.3% | 56,679 | $3.3M |
| Quantinno Capital Management LP | 0.00% | Add +0.2% | 55,094 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +296.0% | 54,567 | $3.1M |
| Ballast Rock Private Wealth LLC | 1.44% | Reduce -35.9% | 54,216 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -23.5% | 54,179 | $3.1M |
| Savvy Advisors, Inc. | 0.07% | Add +37.5% | 53,463 | $3.1M |
| 21 West Wealth Management LLC | 2.60% | Add +5.9% | 52,882 | $3.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +28.7% | 52,445 | $3.0M |
| MAI Capital Management | 0.01% | Reduce -0.8% | 51,510 | $3.0M |
| Flow Traders U.S. LLC | 0.12% | New | 51,498 | $3.0M |
| Seek First Inc. | 1.83% | New | 50,270 | $2.9M |
| Whittier Trust Co. | 0.03% | Reduce -8.3% | 49,893 | $2.9M |
| Traveka Wealth, LLC | 0.95% | Reduce -0.6% | 49,410 | $2.8M |
| WealthCollab, LLC | 1.01% | Add +4.8% | 48,590 | $2.8M |
| Empower Advisory Group, LLC | 0.01% | Add +23.8% | 47,697 | $2.7M |
| Westside Investment Management, Inc. | 0.34% | Add +4.9% | 45,012 | $2.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +25.5% | 44,178 | $2.5M |
| Gould Asset Management LLC | 0.40% | Add +3.0% | 44,080 | $2.5M |
| DeDora Capital, Inc. | 0.55% | Reduce -11.2% | 43,535 | $2.5M |
| Vise Technologies, Inc. | 0.03% | Add +27.6% | 43,415 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Add +113057.9% | 43,000 | $2.5M |
| Merit Financial Group, LLC | 0.01% | Add +0.0% | 41,778 | $2.4M |
| Evolve Private Wealth, LLC | 0.15% | Add +6.7% | 41,710 | $2.4M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -9.9% | 40,675 | $2.3M |
| Perennial Investment Advisors, LLC | 0.15% | Add +36.4% | 39,921 | $2.3M |
| Private Advisor Group, LLC | 0.01% | New | 39,454 | $2.3M |
| Bank of Stockton | 0.61% | Reduce -5.2% | 37,492 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.9% | 36,357 | $2.1M |
| Conquis Financial LLC | 1.68% | Reduce -0.7% | 36,048 | $2.1M |
| Bell Investment Advisors, Inc | 0.30% | Add +6.5% | 35,953 | $2.1M |
| Wedbush Securities Inc. | 0.05% | Add +5.1% | 35,010 | $2.0M |
| Engineers Gate Manager LP | 0.03% | New | 33,986 | $2.0M |
| Evergreen Capital Management LLC | 0.03% | No change | 33,824 | $1.9M |
| Fairview Capital Investment Management, LLC | 0.10% | No change | 32,871 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -21.5% | 32,001 | $1.8M |
| Tiaa Trust, National Association | 0.11% | Add +16.1% | 31,944 | $1.8M |
| SimpliFi, Inc. | 0.73% | Reduce -2.8% | 31,914 | $1.8M |
| Clark Asset Management, LLC | 0.14% | Add +13.1% | 31,230 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +13.1% | 31,204 | $1.8M |
| Fiduciary Financial Group, LLC | 0.20% | Add +18.1% | 30,381 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +6.8% | 28,542 | $1.6M |
| Curtis Advisory Group, LLC | 0.32% | Add +3.1% | 28,354 | $1.6M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.54% | — | 27,501 | $1.6M |
| Destination Wealth Management | 0.04% | Reduce -40.1% | 27,221 | $1.6M |
| Towerpoint Wealth, LLC | 0.55% | Add +0.8% | 27,221 | $1.6M |
| APS Management Group, Inc. | 1.17% | Add +24.4% | 26,391 | $1.5M |
| Davidson Investment Advisors | 0.06% | Add +10.9% | 25,689 | $1.5M |
| Creative Capital Management Investments LLC | 0.34% | No change | 25,547 | $1.5M |
| Spinnaker Investment Group, LLC | 0.23% | Add +47.4% | 25,279 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +95.7% | 23,747 | $1.4M |
| Smartleaf Asset Management LLC | 0.04% | No change | 23,531 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.0% | 23,277 | $1.3M |
| Parallel Advisors, LLC | 0.02% | Reduce -11.5% | 22,722 | $1.3M |
| Keystone Global Partners, LLC | 0.49% | Reduce -2.5% | 22,532 | $1.3M |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -3.0% | 22,362 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.4% | 22,185 | $1.3M |
| IFC Advisors LLC | 0.16% | Add +23.6% | 22,093 | $1.3M |
| Impact Investors, Inc | 0.93% | Add +9.9% | 22,060 | $1.3M |
| McNaughton Wealth Management, LLC | 0.44% | Reduce -8.1% | 21,425 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -1.2% | 21,409 | $1.2M |
| HCR Wealth Advisors | 0.11% | Reduce -5.3% | 20,901 | $1.2M |
| Precision Wealth Strategies, LLC | 0.36% | New | 20,897 | $1.2M |
| HSBC Holdings PLC | 0.00% | Reduce -1.6% | 20,877 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +6.7% | 20,707 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.5% | 20,789 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.13% | No change | 20,582 | $1.2M |
| Portfolio Design Labs, LLC | 0.19% | Add +46.8% | 20,514 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -19.0% | 20,408 | $1.2M |
| Ieq Capital, LLC | 0.01% | Reduce -40.7% | 19,886 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +66.4% | 19,706 | $1.1M |
| Tillman Hartley LLC | 0.25% | No change | 19,126 | $1.1M |
| Vilga Financial Planning LLC | 0.81% | No change | 18,626 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.5% | 18,494 | $1.1M |
| Diversified Portfolios, Inc. | 0.08% | Add +28.7% | 18,201 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Reduce -44.1% | 18,087 | $1.0M |
| Golden State Wealth Management, LLC | 0.09% | Add +920.3% | 17,906 | $1.0M |
| Roof Eidam Maycock Peralta, LLC | 0.20% | No change | 17,867 | $1.0M |
| Values Added Financial LLC | 0.37% | Add +19.2% | 17,627 | $1.0M |
| True Link Financial Advisors, LLC | 0.06% | Add +47.8% | 17,154 | $989K |
| FF Advisors,LLC | 0.37% | New | 17,117 | $987K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | No change | 16,766 | $966K |
| Instrumental Wealth, LLC | 0.47% | Add +19.6% | 16,276 | $938K |
| LifeWealth Investments, LLC | 0.24% | No change | 15,806 | $911K |
| Argyle Capital Partners, LLC | 0.57% | Reduce -0.6% | 15,801 | $911K |
| Greykasell Wealth Strategies, Inc. | 0.32% | No change | 15,232 | $878K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +3.5% | 15,220 | $877K |
| Franklin Resources Inc. | 0.00% | No change | 14,980 | $863K |
| NWF Advisory Services Inc. | 0.08% | Reduce -7.4% | 14,784 | $852K |
| Shira Ridge Wealth Management | 0.30% | Add +2.1% | 14,749 | $850K |
| Atlas Capital Advisors Inc. | 0.09% | Add +7.6% | 14,732 | $849K |
| HUB Investment Partners, LLC | 0.02% | Add +27.5% | 14,682 | $846K |
| GC Wealth Management RIA, LLC | 0.05% | Add +21.3% | 14,650 | $844K |
| FLC Capital Advisors | 0.14% | Add +41.2% | 14,553 | $839K |
| Wrapmanager Inc. | 0.25% | New | 14,125 | $814K |
| Two West Capital Advisors LLC | 0.40% | No change | 14,212 | $811K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.17% | Add +44.6% | 13,975 | $806K |
| Savant Capital, LLC | 0.00% | Add +56.2% | 13,954 | $799K |
| Boltwood Capital Management | 0.18% | Add +8.8% | 13,505 | $778K |
| SmartHarvest Portfolios, LLC | 0.24% | Add +20.8% | 13,124 | $756K |
| WESPAC Advisors SoCal, LLC | 0.14% | Reduce -54.8% | 13,093 | $755K |
| Integrated Advisors Network LLC | 0.03% | Reduce -82.6% | 12,930 | $745K |
| Arax Advisory Partners | 0.00% | Add +63.3% | 12,669 | $730K |
| Climber Capital SA | 0.44% | No change | 12,660 | $727K |
| Aspen Investment Management Inc | 0.19% | No change | 12,410 | $715K |
| Foronjy Financial LLC | 0.26% | Reduce -56.1% | 12,404 | $715K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 12,225 | $705K |
| Crestwood Advisors Group, LLC | 0.01% | Add +20.5% | 12,154 | $701K |
| Mattern Capital Management, LLC | 0.08% | Add +0.8% | 12,144 | $700K |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 12,106 | $698K |
| Modern Wealth Management, LLC | 0.01% | Add +0.3% | 11,998 | $692K |
| Brasada Capital Management, LP | 0.12% | Reduce -0.7% | 11,961 | $689K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 11,850 | $683K |
| Tru Independence Asset Management 2, LLC | 0.37% | No change | 11,807 | $681K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +4.2% | 11,723 | $676K |
| CV Advisors LLC | 0.12% | No change | 11,300 | $650K |
| Fisher Asset Management | 0.00% | Add +82.9% | 11,093 | $639K |
| US Bancorp \de | 0.00% | Add +358.5% | 11,031 | $636K |
| Brookstone Capital Management | 0.01% | New | 10,682 | $616K |
| Life Planning Partners, Inc | 0.46% | Add +27.7% | 10,644 | $614K |
| Composition Wealth, LLC | 0.01% | Add +19.5% | 10,596 | $611K |
| Trace Wealth Advisors, LLC | 0.39% | No change | 10,452 | $602K |
| Williams & Novak, LLC | 0.40% | Reduce -30.2% | 10,346 | $596K |
| RVW Wealth, LLC | 0.04% | Reduce -14.0% | 10,236 | $590K |
| Investment Advisory Group, LLC | 0.13% | Reduce -10.8% | 10,175 | $586K |
| January Capital Advisors LLC | 0.48% | Reduce -0.2% | 10,027 | $578K |
| Neumann Capital Management, LLC | 0.38% | No change | 9,900 | $571K |
| Pacific Capital Wealth Advisors, Inc. | 0.09% | No change | 9,828 | $566K |
| Nautilus Advisors LLC | 0.33% | Add +25.5% | 9,850 | $565K |
| Altfest L J & Co. Inc. | 0.05% | Add +27.6% | 9,409 | $542K |
| Elequin Capital, LP | 0.09% | New | 9,082 | $523K |
| Baird Financial Group, Inc. | 0.00% | Add +14.5% | 8,925 | $514K |
| Brighton Jones LLC | 0.01% | No change | 8,817 | $508K |
| Vaquero Private Wealth, Ltd. | 0.10% | — | 8,670 | $500K |
| Chris Bulman Inc | 0.18% | New | 8,589 | $495K |
| Independent Financial Group, LLC | 0.01% | Reduce -24.5% | 8,531 | $492K |
| Members Wealth LLC | 0.26% | Add +60.4% | 8,317 | $479K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | Reduce -1.1% | 8,287 | $478K |
| Old Mission Capital LLC | 0.01% | New | 8,249 | $475K |
| Stordahl Capital Management, Inc. | 0.09% | Add +0.2% | 8,225 | $474K |
| Sonata Capital Group Inc. | 0.15% | Add +27.1% | 8,180 | $471K |
| Fort Point Capital Partners LLC | 0.05% | Add +41.5% | 8,132 | $469K |
| Tme Financial, Inc. | 0.29% | Reduce -2.4% | 8,106 | $467K |
| Basso Capital Management, L.P. | 0.11% | New | 8,035 | $463K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -21.9% | 7,997 | $461K |
| M. Kulyk & Associates, LLC | 0.07% | No change | 7,925 | $457K |
| Meridian Wealth Management, LLC | 0.01% | No change | 7,820 | $451K |
| Invera Wealth Advisors, LLC | 0.24% | Reduce -1.7% | 7,768 | $448K |
| Eclectic Associates Inc. | 0.05% | Reduce -1.4% | 7,646 | $441K |
| Sowell Financial Services LLC | 0.01% | Add +0.8% | 7,644 | $441K |
| WorthPointe, LLC | 0.11% | New | 7,599 | $438K |
| GoalFusion Wealth Management, LLC | 0.17% | No change | 7,500 | $432K |
| ASL Financial, LLC | 0.30% | No change | 7,400 | $427K |
| Stratos Investment Management, LLC | 0.02% | No change | 7,344 | $423K |
| North Berkeley Wealth Management, LLC | 0.17% | Add +3.3% | 7,201 | $415K |
| Private Trust Co. NA | 0.03% | Add +11.1% | 7,165 | $413K |
| DeLarme Wealth Management, Inc. | 0.23% | Add +7.2% | 6,940 | $400K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -6.1% | 6,925 | $399K |
| Summit Wealth Group, LLC | 0.08% | No change | 6,849 | $395K |
| RHS Financial, LLC | 0.16% | Reduce -1.9% | 6,753 | $389K |
| Zhang Financial LLC | 0.01% | No change | 6,580 | $379K |
| Emergent Wealth Advisors, LLC | 0.19% | No change | 6,499 | $375K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +4.9% | 6,454 | $372K |
| Montecito Bank & Trust | 0.06% | No change | 6,450 | $372K |
| Verus Wealth Management, LLC | 0.30% | Reduce -2.3% | 6,400 | $369K |
| Altura Wealth Advisors Inc. | 0.12% | New | 6,380 | $368K |
| Whitegate Investment Counselors, Inc. | 0.10% | No change | 6,350 | $366K |
| Equitable Holdings, Inc. | 0.00% | Add +0.7% | 6,338 | $365K |
| Trilogy Capital Inc. | 0.01% | Add +0.1% | 6,320 | $364K |
| Carnegie Investment Counsel | 0.01% | Reduce -11.9% | 6,261 | $361K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Add +15.5% | 6,193 | $357K |
| SageView Advisory Group, LLC | 0.01% | Add +9.7% | 6,142 | $354K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1636.4% | 6,112 | $352K |
| Qube Research & Technologies Ltd | 0.00% | Add +994.6% | 6,108 | $352K |
| Ledyard National Bank | 0.03% | No change | 6,000 | $346K |
| Wise Wealth Partners | 0.58% | Add +0.7% | 5,959 | $343K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +17.3% | 5,935 | $342K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +269.4% | 5,895 | $340K |
| Highline Wealth Partners LLC | 0.07% | Reduce -7.0% | 5,893 | $340K |
| Creative Financial Designs Inc. | 0.02% | Add +41.4% | 5,810 | $335K |
| IMPACTfolio, LLC | 0.13% | Add +2.5% | 5,805 | $335K |
| Falcon Wealth Planning | 0.02% | Reduce -7.1% | 5,675 | $327K |
| VestGen Advisors, LLC | 0.01% | No change | 5,570 | $321K |
| Hamilton Wealth, LLC | 0.06% | Add +18.1% | 5,292 | $305K |
| Union Savings Bank | 0.12% | No change | 5,279 | $304K |
| Apeiron RIA LLC | 0.08% | No change | 5,220 | $301K |
| Rose Capital Advisors LLC | 0.16% | — | 5,202 | $300K |
| HB Wealth Management, LLC | 0.00% | Add +12.5% | 5,053 | $291K |
| Nuveen, LLC | 0.00% | New | 5,041 | $291K |
| Flputnam Investment Management Co. | 0.00% | Add +14.4% | 4,798 | $288K |
| TLWM | 0.05% | Add +23.6% | 4,928 | $284K |
| Clearstead Advisors, LLC | 0.00% | New | 4,754 | $274K |
| Northern Trust Corp. | 0.00% | Add +23.8% | 4,734 | $273K |
| Wealthspire Retirement, LLC | 0.01% | No change | 4,727 | $272K |
| a16z Perennial Management, L.P. | 0.02% | No change | 4,710 | $271K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 4,658 | $268K |
| Vicus Capital | 0.02% | New | 4,517 | $260K |
| Simon Quick Advisors, LLC | 0.01% | New | 4,465 | $257K |
| Virtue Asset Management LLC | 0.18% | No change | 4,400 | $254K |
| Citigroup Inc. | 0.00% | No change | 4,400 | $254K |
| Sun Group Wealth Partners | 0.17% | New | 4,399 | $254K |
| AlTi Global, Inc. | 0.01% | New | 4,364 | $252K |
| Elyxium Wealth, LLC | 0.03% | No change | 4,333 | $250K |
| Southland Equity Partners LLC | 0.04% | No change | 4,318 | $249K |
| Andrews, Lucia Wealth Management LLC | 0.13% | New | 4,194 | $242K |
| Rosenblum Silverman Sutton S F Inc. | 0.06% | New | 4,185 | $241K |
| PFG Advisors | 0.01% | Add +11.2% | 4,126 | $238K |
| Retirement Planning Group, LLC | 0.01% | Add +0.7% | 4,120 | $237K |
| Tidemark, LLC | 0.05% | No change | 4,076 | $235K |
| Range Advisory, LLC | 0.03% | New | 4,069 | $235K |
| Morton Capital Management LLC | 0.03% | Add +6.7% | 3,956 | $228K |
| Fiduciary Financial Advisors | 0.02% | No change | 3,944 | $227K |
| Perigon Wealth Management, LLC | 0.00% | Add +1.2% | 3,937 | $227K |
| D.A. Davidson & Co. | 0.00% | Add +3.4% | 3,867 | $223K |
| Gerald Baker Financial Group LLC | 0.06% | Add +0.7% | 3,820 | $220K |
| Triumph Capital Management | 0.04% | No change | 3,764 | $217K |
| Sherman Asset Management, Inc. | 0.17% | No change | 3,744 | $216K |
| Shum Financial Group, Inc. | 0.13% | New | 3,706 | $214K |
| St Germain D J Co. Inc. | 0.01% | Reduce -8.7% | 3,688 | $213K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 3,635 | $210K |
| Culbertson A N & Co. Inc. | 0.02% | New | 3,550 | $205K |
| Summit Financial Strategies, Inc. | 0.01% | New | 3,480 | $201K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,448 | $199K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -7.4% | 3,266 | $188K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.8% | 3,102 | $179K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -52.5% | 3,089 | $178K |
| Geneos Wealth Management Inc. | 0.00% | Add +6.9% | 2,869 | $165K |
| Essential Partners LLC | 0.07% | No change | 2,462 | $142K |
| Continuum Advisory, LLC | 0.01% | New | 2,420 | $139K |
| Caldwell Trust Co | 0.01% | No change | 2,150 | $124K |
| Main Management LLC | 0.01% | Reduce -0.7% | 1,872 | $108K |
| Larson Financial Group LLC | 0.00% | No change | 1,671 | $96K |
| International Assets Investment Management, LLC | 0.01% | Reduce -32.4% | 1,606 | $92K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -5.8% | 1,500 | $86K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -1.2% | 1,469 | $85K |
| Richards, Merrill & Peterson, Inc. | 0.02% | Add +10.2% | 1,350 | $78K |
| AlphaCore Capital LLC | 0.00% | Reduce -18.4% | 1,316 | $76K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,250 | $72K |
| CX Institutional | 0.00% | Add +0.7% | 1,133 | $65K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.7% | 1,044 | $60K |
| GAMMA Investing LLC | 0.00% | Reduce -91.4% | 957 | $55K |
| Ares Financial Consulting, LLC | 0.04% | Reduce -19.9% | 938 | $54K |
| Rothschild Investment LLC | 0.00% | No change | 750 | $43K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 704 | $41K |
| Asset Planning,Inc | 0.03% | No change | 700 | $40K |
| Mather Group, Llc. | 0.00% | New | 700 | $40K |
| Concord Investment Counsel Inc. | 0.01% | New | 681 | $39K |
| Crewe Advisors LLC | 0.00% | No change | 580 | $33K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 518 | $30K |
| Ballast Advisors LLC | 0.01% | Add +20.7% | 495 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.6% | 364 | $21K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Add +0.6% | 361 | $21K |
| Biltmore Family Office, LLC | 0.00% | Add +0.8% | 247 | $14K |
| Winthrop Capital Management, LLC | 0.00% | No change | 242 | $14K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 73 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $3K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 44 | $3K |
| Vanguard Advisers Inc. | 0.00% | No change | 30 | $2K |
| LM Advisors LLC | 0.00% | Add +1659.3% | 16,872 | $973 |
| AE Wealth Management LLC | 0.00% | No change | 14 | $807 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $86 |
"% of holder's portfolio" is CMF's weight in each manager's 13F, not the share of iShares California Muni Bond the manager owns.