Who owns iShares S&P Cal AMTFr Mncpl Bnd Fd?
- Ticker: CMF
- CUSIP Number: 464288356
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P Cal AMTFr Mncpl Bnd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares S&P Cal AMTFr Mncpl Bnd stock
Who bought or sold iShares S&P Cal AMTFr Mncpl Bnd Fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 9.1M | $526M | 23% | Dec 2023 |
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| EP Wealth Advisors | 1.3M | $73M | 191% | Dec 2023 |
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| Bank of America Corporation | 1.2M | $67M | 19% | Dec 2023 |
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| UBS Group | 894k | $52M | 13% | Dec 2023 |
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| Mariner Wealth Advisors | 728k | $42M | -1% | Dec 2023 |
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| Tiaa Trust, National Association | 627k | $36M | -10% | Dec 2023 |
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| Wells Fargo & Company | 605k | $35M | 17% | Dec 2023 |
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| Mercer Global Advisors | 538k | $31M | 420% | Dec 2023 |
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| Manhattan West Asset Management | 436k | $25M | 0% | Dec 2023 |
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| Slow Capital | 423k | $25M | -6% | Dec 2023 |
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| Raub Brock Capital Management | 419k | $24M | 100% | Dec 2023 |
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| First Foundation Advisors | 414k | $24M | 18% | Dec 2023 |
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| Adviser Investments | 332k | $19M | -1% | Dec 2023 |
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| Orin Green Financial | 331k | $19M | 4% | Dec 2023 |
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| Royal Bank of Canada | 328k | $19M | 335% | Dec 2023 |
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| Miracle Mile Advisors | 311k | $18M | -27% | Dec 2023 |
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| Alliancebernstein | 295k | $17M | 54% | Dec 2023 |
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| Opes Wealth Management | 294k | $17M | 6% | Dec 2023 |
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| Facet Wealth | 289k | $17M | 11% | Dec 2023 |
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| Brio Consultants | 279k | $16M | -46% | Dec 2023 |
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| Financial Connections Group | 268k | $16M | 100% | Dec 2023 |
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| Assetmark | 233k | $14M | 3% | Dec 2023 |
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| Jpmorgan Chase & Co | 221k | $13M | 3% | Dec 2023 |
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| Myecfo | 192k | $11M | 0% | Dec 2023 |
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| Bank Of Montreal | 185k | $11M | -26% | Dec 2023 |
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| Wealthsource Partners | 179k | $10M | -9% | Dec 2023 |
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| Creative Planning | 173k | $10M | -14% | Dec 2023 |
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| Pure Financial Advisors | 172k | $9.9M | -10% | Dec 2023 |
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| Raymond James Financial Services Advisors | 160k | $9.2M | -4% | Dec 2023 |
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| Bailard | 146k | $8.5M | -82% | Dec 2023 |
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| Beacon Pointe Advisors | 123k | $7.1M | 19% | Dec 2023 |
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| Advisor Group Holdings | 121k | $7.0M | -25% | Dec 2023 |
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| Signature Estate and Investment Advisors | 119k | $6.9M | 100% | Dec 2023 |
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| HPM Partners | 118k | $6.8M | 18% | Dec 2023 |
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| Rsm Us Wealth Management | 116k | $6.7M | -7% | Dec 2023 |
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| Betterment | 116k | $6.7M | 1% | Dec 2023 |
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| Mission Wealth Management | 114k | $6.6M | -18% | Dec 2023 |
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| Rinkey Investments | 110k | $6.4M | 17% | Dec 2023 |
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| Commonwealth Equity Services | 109k | $6.3M | 9% | Dec 2023 |
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| Navalign | 108k | $6.2M | 6% | Mar 2024 |
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| Captrust Financial Advisors | 98k | $5.7M | -27% | Dec 2023 |
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| Affinity Capital Advisors | 96k | $5.5M | 48% | Mar 2024 |
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| Traveka Wealth | 92k | $5.3M | 100% | Dec 2023 |
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| Parallel Advisors | 91k | $5.3M | 0% | Dec 2023 |
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| Bank of Stockton Trust & Investment | 87k | $5.0M | -5% | Dec 2023 |
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| Prime Capital Investment Advisors | 85k | $4.9M | -37% | Dec 2023 |
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| Dynamic Advisors Solutions | 85k | $4.9M | 0% | Mar 2024 |
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| Deutsche Bank Aktiengesellschaft | 83k | $4.8M | 0% | Dec 2023 |
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| Certus Wealth Management | 73k | $4.2M | 46% | Dec 2023 |
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| Kestra Advisory Services | 69k | $4.0M | 1178% | Dec 2023 |
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| Lodestar Private Asset Management | 67k | $3.9M | -28% | Dec 2023 |
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| First American Trust | 65k | $3.8M | 32% | Dec 2023 |
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| United Capital Financial Advisers | 62k | $3.6M | -61% | Dec 2023 |
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| Whittier Trust | 62k | $3.6M | -4% | Dec 2023 |
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| Omega Financial Group | 58k | $3.4M | 0% | Dec 2023 |
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| Envestnet Portfolio Solutions | 58k | $3.4M | 100% | Dec 2023 |
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| Lincoln National | 58k | $3.3M | -4% | Dec 2023 |
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| Ehrlich Financial Group | 57k | $3.3M | 100% | Mar 2024 |
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| Warren Street Wealth Advisors | 56k | $3.2M | -2% | Dec 2023 |
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| Steel Peak Wealth Management | 54k | $3.1M | -16% | Dec 2023 |
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| Elmwood Wealth Management | 53k | $3.0M | 6% | Dec 2023 |
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| Creative Capital Management Investments | 53k | $3.0M | -25% | Dec 2023 |
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| Spinnaker Investment Group | 52k | $3.0M | -29% | Dec 2023 |
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| Bell Investment Advisors | 51k | $2.9M | 4% | Dec 2023 |
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| Heritage Wealth Management | 47k | $2.7M | 100% | Dec 2023 |
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| HighTower Advisors | 45k | $2.6M | -26% | Dec 2023 |
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| Williams & Novak | 45k | $2.6M | 100% | Dec 2023 |
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| DeDora Capital | 41k | $2.4M | 0% | Dec 2023 |
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| Westside Investment Management | 40k | $2.3M | 6% | Dec 2023 |
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| Pacific Capital Wealth Advisors | 39k | $2.3M | -8% | Dec 2023 |
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| Hsbc Holdings | 37k | $2.1M | 3% | Dec 2023 |
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| Leisure Capital Management | 33k | $1.9M | 6% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 30k | $1.7M | 17% | Dec 2023 |
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| Towerpoint Wealth | 28k | $1.6M | -7% | Dec 2023 |
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| Gould Asset Management | 27k | $1.6M | 35% | Dec 2023 |
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| SimpliFi | 27k | $1.5M | 0% | Dec 2023 |
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| Eclectic Associates | 26k | $1.5M | 412% | Dec 2023 |
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| Safeguard Investment Advisory Group | 26k | $1.5M | -5% | Dec 2023 |
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| Stifel Financial | 26k | $1.5M | 15% | Dec 2023 |
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| Apella Capital | 26k | $1.5M | -3% | Mar 2024 |
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| HCR Wealth Advisors | 25k | $1.4M | 22% | Dec 2023 |
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| Boltwood Capital Management | 25k | $1.4M | 1% | Mar 2024 |
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| Wedmont Private Capital | 24k | $1.4M | 5% | Mar 2024 |
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| Orion Portfolio Solutions | 24k | $1.4M | 9% | Dec 2023 |
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| RHS Financial | 23k | $1.3M | -8% | Dec 2023 |
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| McNaughton Wealth Management | 23k | $1.3M | 3% | Mar 2024 |
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| Us Bancorp | 23k | $1.3M | -59% | Dec 2023 |
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| WealthCollab | 22k | $1.2M | 100% | Dec 2023 |
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| Invera Wealth Advisors | 21k | $1.2M | 100% | Dec 2023 |
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| Peninsula Wealth | 21k | $1.2M | 8% | Dec 2023 |
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| Traverso Chambers Private Wealth Management | 21k | $1.2M | 0% | Dec 2023 |
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| Empower Advisory Group | 21k | $1.2M | -24% | Dec 2023 |
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| Atomi Financial Group | 21k | $1.2M | 100% | Dec 2023 |
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| Johnson Bixby & Associates | 21k | $1.2M | 0% | Dec 2023 |
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| McIlrath & Eck | 20k | $1.2M | 15% | Dec 2023 |
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| Private Ocean | 20k | $1.2M | 0% | Dec 2023 |
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| Curtis Advisory Group | 20k | $1.1M | -45% | Dec 2023 |
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| Tillman Hartley | 19k | $1.1M | 18% | Dec 2023 |
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| O'shaughnessy Asset Management | 18k | $1.1M | 26% | Dec 2023 |
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| H D Vest Advisory Services | 18k | $1.0M | 56% | Dec 2023 |
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| Ariston Services Group | 18k | $1.0M | 100% | Dec 2023 |
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| LM Advisors | 17k | $1.0M | 100% | Dec 2023 |
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| Allspring Global Investments Holdings | 17k | $986k | -60% | Dec 2023 |
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| Buckingham Asset Management | 17k | $986k | -5% | Dec 2023 |
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| One Degree Advisors | 16k | $926k | 100% | Dec 2023 |
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| AE Wealth Management | 16k | $908k | 100% | Dec 2023 |
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| Neumann Capital Management | 15k | $882k | 58% | Dec 2023 |
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| Financial Advocates Investment Management | 14k | $835k | 100% | Dec 2023 |
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| Carl P. Sherr & Co | 14k | $824k | 4% | Dec 2023 |
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| ValMark Advisers | 14k | $818k | 0% | Dec 2023 |
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| Journey Strategic Wealth | 14k | $808k | -61% | Dec 2023 |
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| KWB Wealth | 13k | $750k | -4% | Dec 2023 |
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| NewEdge Wealth | 13k | $742k | -10% | Dec 2023 |
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| Wealthfront Advisers | 13k | $737k | -39% | Dec 2023 |
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| One Capital Management | 13k | $730k | -2% | Dec 2023 |
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| Integris Wealth Management | 12k | $709k | -9% | Dec 2023 |
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| Honkamp Krueger Financial Services | 12k | $707k | 213% | Dec 2023 |
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| Fisher Investments | 12k | $701k | 22% | Dec 2023 |
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| Investment Advisory Group | 11k | $661k | 0% | Dec 2023 |
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| Jane Street | 11k | $638k | -98% | Dec 2023 |
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| Change Path | 11k | $633k | -16% | Dec 2023 |
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| VERITY Wealth Advisors | 11k | $628k | -42% | Mar 2024 |
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| Topel & Distasi Wealth Management | 11k | $632k | 53% | Dec 2023 |
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| Hamilton Wealth | 11k | $622k | 167% | Dec 2023 |
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| Motley Fool Wealth Management | 11k | $609k | 0% | Dec 2023 |
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| Mattern Capital Management | 10k | $600k | -4% | Dec 2023 |
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| My Personal CFO | 10k | $579k | 0% | Dec 2023 |
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| Bristlecone Advisors | 9.8k | $569k | 6% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 9.6k | $554k | -4% | Dec 2023 |
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| Goldman Sachs Group | 9.4k | $545k | -9% | Dec 2023 |
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| Three Bridge Wealth Advisors | 9.3k | $539k | 87% | Dec 2023 |
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| Farmers & Merchants Trust Co of Long Beach | 8.9k | $518k | 101% | Dec 2023 |
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| Vista Wealth Management Group | 8.6k | $497k | 0% | Dec 2023 |
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| Alpha Cubed Investments | 8.5k | $491k | 0% | Dec 2023 |
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| Coldstream Capital Management | 8.3k | $481k | 0% | Dec 2023 |
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| Waypoint Wealth Partners | 8.0k | $464k | -2% | Dec 2023 |
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| Ieq Capital | 8.0k | $462k | 1% | Dec 2023 |
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| Cambridge Investment Research Advisors | 7.8k | $450k | -36% | Dec 2023 |
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| NDWM | 7.4k | $431k | 100% | Dec 2023 |
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| Kingsview Wealth Management | 7.1k | $412k | -35% | Dec 2023 |
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| Clifford Swan Investment Counsel | 7.0k | $406k | 0% | Dec 2023 |
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| Wealthcare Advisory Partners | 6.7k | $389k | -1% | Dec 2023 |
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| Cherry Tree Wealth Management | 6.7k | $386k | 0% | Dec 2023 |
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| Eagle Ridge Investment Management | 6.6k | $381k | 0% | Dec 2023 |
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| Life Planning Partners | 6.6k | $380k | 100% | Dec 2023 |
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| Wedbush Morgan Securities | 6.5k | $378k | 0% | Dec 2023 |
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| Client First Capital | 6.5k | $375k | -63% | Dec 2023 |
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| Taylor, Cottrill, Erickson & Associates | 6.4k | $368k | -18% | Dec 2023 |
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| Lido Advisors | 6.3k | $365k | -15% | Dec 2023 |
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| Prosperitas Financial | 6.3k | $340k | 1% | Dec 2023 |
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| Atlas Capital Advisors | 5.6k | $322k | -18% | Mar 2024 |
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| Stratos Wealth Partners | 4.7k | $275k | -99% | Dec 2023 |
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| Wolverine Trading | 4.3k | $249k | -66% | Dec 2023 |
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| HB Wealth Management | 3.6k | $210k | -49% | Dec 2023 |
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Who sold out of iShares S&P Cal AMTFr Mncpl Bnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Sep 2023 | 68k | $3.7M |
| Values Added Financial | Sep 2023 | 20k | $1.1M |
| Parcion Private Wealth | Sep 2023 | 15k | $831k |
| IMPACTfolio | Sep 2023 | 15k | $818k |
| Financial Management Network | Sep 2023 | 14k | $751k |
| Summit Wealth & Retirement Planning | Sep 2023 | 13k | $727k |
| Brighton Jones | Sep 2023 | 7.2k | $394k |
| Stordahl Capital Management | Sep 2023 | 7.2k | $393k |
| Gemmer Asset Management | Sep 2023 | 6.6k | $362k |