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 Management | 11M | $630M | -17% | Dec 2024 |
|
| FMR | 5.5M | $317M | -6% | Dec 2024 |
|
| Morgan Stanley | 1.8M | $105M | 2% | Dec 2024 |
|
| Bank of America Corporation | 1.7M | $97M | 25% | Dec 2024 |
|
| EP Wealth Advisors | 1.4M | $82M | 9% | Dec 2024 |
|
| Facet Wealth | 1.1M | $65M | 16% | Dec 2024 |
|
| Bailard | 1.1M | $61M | 25% | Dec 2024 |
|
| Mariner Wealth Advisors | 881k | $51M | 10% | Dec 2024 |
|
| LPL Financial | 826k | $47M | 11% | Dec 2024 |
|
| UBS Group | 793k | $45M | -5% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 741k | $43M | 169% | Dec 2024 |
|
| Wells Fargo & Company | 653k | $37M | -3% | Dec 2024 |
|
| Tiaa Trust, National Association | 600k | $34M | -7% | Dec 2024 |
|
| First Foundation Advisors | 562k | $32M | 3% | Dec 2024 |
|
| Envestnet Asset Management | 485k | $28M | 6% | Dec 2024 |
|
| Jpmorgan Chase & Co | 474k | $27M | 15% | Dec 2024 |
|
| Royal Bank of Canada | 448k | $26M | 5% | Dec 2024 |
|
| Brio Consultants | 412k | $24M | 1% | Dec 2024 |
|
| Raub Brock Capital Management | 411k | $24M | 1% | Dec 2024 |
|
| BlackRock | 373k | $21M | 60% | Dec 2024 |
|
| Orin Green Financial | 371k | $21M | 2% | Dec 2024 |
|
| Adviser Investments | 366k | $21M | 1% | Dec 2024 |
|
| Opes Wealth Management | 345k | $20M | 6% | Dec 2024 |
|
| Mercer Global Advisors | 338k | $19M | 18% | Dec 2024 |
|
| Assetmark | 329k | $19M | 23% | Dec 2024 |
|
| Manhattan West Asset Management | 329k | $19M | 3% | Dec 2024 |
|
| Slow Capital | 284k | $16M | -10% | Dec 2024 |
|
| Alliancebernstein | 281k | $16M | -2% | Dec 2024 |
|
| Bank Of Montreal | 275k | $16M | 91% | Dec 2024 |
|
| Sei Investments | 236k | $14M | 18% | Dec 2024 |
|
| Financial Connections Group | 230k | $13M | -3% | Dec 2024 |
|
| Myecfo | 229k | $13M | 2% | Mar 2025 |
|
| a16z Perennial Management | 226k | $13M | 0% | Dec 2024 |
|
| HPM Partners | 224k | $13M | 71% | Dec 2024 |
|
| Cetera Investment Advisers | 220k | $13M | 11% | Dec 2024 |
|
| Betterment | 211k | $12M | 8% | Dec 2024 |
|
| Wealthfront Advisers | 205k | $11M | 951% | Dec 2024 |
|
| Raymond James Financial | 199k | $11M | 100% | Dec 2024 |
|
| Pure Financial Advisors | 199k | $11M | 0% | Dec 2024 |
|
| Ameriprise Financial | 195k | $11M | -6% | Dec 2024 |
|
| West Wealth Group | 192k | $11M | 31% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 182k | $10M | 25% | Dec 2024 |
|
| Rinkey Investments | 181k | $10M | -9% | Dec 2024 |
|
| Creative Planning | 180k | $10M | -6% | Dec 2024 |
|
| Resources Investment Advisors | 175k | $10M | 0% | Dec 2024 |
|
| Commonwealth Equity Services | 167k | $9.5M | 21% | Dec 2024 |
|
| Colony | 152k | $8.7M | 41% | Dec 2024 |
|
| Navalign | 151k | $8.7M | 14% | Dec 2024 |
|
| Captrust Financial Advisors | 151k | $8.7M | 40% | Dec 2024 |
|
| Certus Wealth Management | 140k | $8.0M | 10% | Dec 2024 |
|
| Goss Wealth Management | 131k | $7.5M | 2% | Dec 2024 |
|
| Affinity Capital Advisors | 127k | $7.2M | 24% | Dec 2024 |
|
| Advisor Group Holdings | 124k | $7.2M | 13% | Dec 2024 |
|
| Kayne Anderson Rudnick Investment Management | 123k | $7.0M | 6% | Dec 2024 |
|
| Beacon Pointe Advisors | 123k | $7.0M | -6% | Dec 2024 |
|
| Miracle Mile Advisors | 120k | $6.7M | -2% | Mar 2025 |
|
| Deutsche Bank Aktiengesellschaft | 116k | $6.7M | 40% | Dec 2024 |
|
| First American Trust | 106k | $6.1M | 46% | Dec 2024 |
|
| Mission Wealth Management | 105k | $6.0M | -4% | Dec 2024 |
|
| Rsm Us Wealth Management | 103k | $5.9M | -4% | Dec 2024 |
|
| Amara Financial | 95k | $5.5M | 7% | Dec 2024 |
|
| Kestra Advisory Services | 94k | $5.4M | 5% | Dec 2024 |
|
| Client First Capital | 93k | $5.3M | 0% | Dec 2024 |
|
| Ehrlich Financial Group | 88k | $5.0M | -8% | Mar 2025 |
|
| Parallel Advisors | 87k | $4.9M | 0% | Mar 2025 |
|
| United Capital Financial Advisers | 86k | $4.9M | -2% | Dec 2024 |
|
| Sanctuary Advisors | 84k | $4.8M | -10% | Dec 2024 |
|
| Prime Capital Investment Advisors | 80k | $4.6M | 0% | Dec 2024 |
|
| Bank of Stockton Trust & Investment | 79k | $4.5M | -3% | Dec 2024 |
|
| Traveka Wealth | 78k | $4.5M | 1% | Dec 2024 |
|
| Omega Financial Group | 76k | $4.3M | -1% | Dec 2024 |
|
| Mml Investors Services | 75k | $4.3M | 17% | Dec 2024 |
|
| Lodestar Private Asset Management | 72k | $4.1M | -5% | Dec 2024 |
|
| Freestone Capital Holdings | 67k | $3.8M | 100% | Dec 2024 |
|
| Whittier Trust | 66k | $3.8M | -1% | Dec 2024 |
|
| Elmwood Wealth Management | 65k | $3.7M | 2% | Dec 2024 |
|
| Westfuller Advisors | 65k | $3.7M | 0% | Dec 2024 |
|
| Bell Investment Advisors | 64k | $3.7M | 8% | Dec 2024 |
|
| ValMark Advisers | 60k | $3.4M | 277% | Dec 2024 |
|
| Townsquare Capital | 57k | $3.2M | -1% | Dec 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 57k | $3.2M | -14% | Dec 2024 |
|
| Steel Peak Wealth Management | 57k | $3.2M | -1% | Dec 2024 |
|
| Us Bancorp | 56k | $3.2M | 42% | Dec 2024 |
|
| Warren Street Wealth Advisors | 56k | $3.2M | -2% | Mar 2025 |
|
| Creative Capital Management Investments | 56k | $3.2M | 0% | Dec 2024 |
|
| Atomi Financial Group | 55k | $3.1M | 24% | Dec 2024 |
|
| H D Vest Advisory Services | 54k | $3.1M | 107% | Dec 2024 |
|
| Guggenheim Capital, LLC Managers | 50k | $2.8M | 248% | Dec 2024 |
|
| Heritage Wealth Management | 48k | $2.7M | -3% | Dec 2024 |
|
| Gould Asset Management | 47k | $2.7M | 12% | Dec 2024 |
|
| Integrated Wealth Concepts | 47k | $2.7M | 159% | Dec 2024 |
|
| Williams & Novak | 46k | $2.6M | -9% | Dec 2024 |
|
| Flow Traders US | 46k | $2.6M | 100% | Dec 2024 |
|
| MAI Wealth Advisors | 45k | $2.6M | 100% | Dec 2024 |
|
| Renaissance Technologies | 44k | $2.5M | -25% | Dec 2024 |
|
| Westside Investment Management | 43k | $2.5M | 6% | Dec 2024 |
|
| HighTower Advisors | 43k | $2.4M | 28% | Dec 2024 |
|
| Apella Capital | 43k | $2.3M | 15% | Mar 2025 |
|
| Vishria Bird Financial Group | 43k | $2.4M | 0% | Dec 2024 |
|
| Spinnaker Investment Group | 41k | $2.4M | 3% | Dec 2024 |
|
| DeDora Capital | 41k | $2.3M | -1% | Dec 2024 |
|
| Atlas Legacy Advisors | 38k | $2.2M | 100% | Dec 2024 |
|
| One Capital Management | 38k | $2.1M | 40% | Dec 2024 |
|
| Umpqua Bank | 36k | $2.0M | 18% | Dec 2024 |
|
| Peninsula Wealth | 35k | $2.0M | 3% | Dec 2024 |
|
| Evergreen Capital Management | 34k | $2.0M | 0% | Dec 2024 |
|
| WealthCollab | 34k | $1.9M | 17% | Dec 2024 |
|
| McIlrath & Eck | 32k | $1.8M | 10% | Dec 2024 |
|
| O'shaughnessy Asset Management | 31k | $1.8M | 7% | Dec 2024 |
|
| RHS Financial | 31k | $1.8M | -27% | Dec 2024 |
|
| McNaughton Wealth Management | 31k | $1.7M | 27% | Mar 2025 |
|
| Wedbush Morgan Securities | 30k | $1.7M | 22% | Dec 2024 |
|
| Johnson Bixby & Associates | 30k | $1.7M | 21% | Dec 2024 |
|
| Dynamic Advisors Solutions | 30k | $1.7M | 1% | Dec 2024 |
|
| Fairview Capital Investment Management | 29k | $1.7M | 4% | Dec 2024 |
|
| Curtis Advisory Group | 29k | $1.6M | 27% | Dec 2024 |
|
| Pacific Capital Wealth Advisors | 28k | $1.6M | -14% | Dec 2024 |
|
| Stonehage Fleming Financial Services Holdings | 28k | $1.6M | 191% | Dec 2024 |
|
| Towerpoint Wealth | 27k | $1.5M | 0% | Mar 2025 |
|
| Running Point Capital Advisors | 27k | $1.5M | -1% | Dec 2024 |
|
| Stifel Financial | 26k | $1.5M | 49% | Dec 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 26k | $1.5M | 5% | Dec 2024 |
|
| Empower Advisory Group | 25k | $1.4M | 10% | Dec 2024 |
|
| Hsbc Holdings | 25k | $1.4M | 3% | Dec 2024 |
|
| Leisure Capital Management | 24k | $1.4M | 287% | Dec 2024 |
|
| SimpliFi | 24k | $1.4M | -2% | Dec 2024 |
|
| Shira Ridge Wealth Management | 24k | $1.4M | -4% | Mar 2025 |
|
| HCR Wealth Advisors | 24k | $1.4M | 2% | Dec 2024 |
|
| Sontag Advisory | 24k | $1.3M | 5% | Dec 2024 |
|
| IFC Advisors | 23k | $1.3M | 100% | Dec 2024 |
|
| Werba Rubin Papier Wealth Management | 23k | $987k | 50% | Dec 2024 |
|
| RiverFront Investment Group | 23k | $1.3M | 51% | Dec 2024 |
|
| Moss Adams Wealth Advisors | 22k | $1.3M | 0% | Mar 2025 |
|
| Orion Portfolio Solutions | 21k | $1.2M | 12% | Dec 2024 |
|
| Rockefeller Capital Management | 21k | $1.2M | 0% | Dec 2024 |
|
| Merriman Wealth Management | 20k | $1.2M | 0% | Dec 2024 |
|
| Wealthcare Advisory Partners | 20k | $1.1M | 0% | Mar 2025 |
|
| Silver Oak Wealth Advisors Services | 19k | $1.1M | 100% | Dec 2024 |
|
| Hanson McClain Advisors | 19k | $1.1M | 249% | Dec 2024 |
|
| Safeguard Investment Advisory Group | 19k | $1.1M | -6% | Dec 2024 |
|
| Tillman Hartley | 19k | $1.1M | 0% | Dec 2024 |
|
| Savant Capital Management | 18k | $1.1M | 0% | Dec 2024 |
|
| Jones Financial Companies, L.L | 18k | $1.0M | 36% | Dec 2024 |
|
| Journey Strategic Wealth | 18k | $1.0M | -1% | Dec 2024 |
|
| YCMNET Advisors | 18k | $1.0M | 22% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 17k | $967k | -10% | Mar 2025 |
|
| Conquis Financial | 17k | $981k | 100% | Dec 2024 |
|
| Prospera Financial Services | 17k | $974k | 100% | Dec 2024 |
|
| Topel & Distasi Wealth Management | 17k | $973k | 0% | Dec 2024 |
|
| Eclectic Associates | 13k | $744k | -27% | Mar 2025 |
|
Who sold out of iShares S&P Cal AMTFr Mncpl Bnd?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Alpha Financial Partners | Sep 2024 | 93k | $5.4M |
| Jane Street | Sep 2024 | 53k | $3.1M |