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
Download as csv
Download as Excel
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 | 7.7M | $441M | 0% | Sep 2025 |
|
| Wealthfront Advisers | 4.0M | $226M | -54% | Sep 2025 |
|
| FMR | 2.0M | $115M | -16% | Sep 2025 |
|
| Morgan Stanley | 1.8M | $99M | 100% | Jun 2025 |
|
| Bailard | 1.4M | $82M | 7% | Sep 2025 |
|
| Facet Wealth | 1.4M | $79M | 9% | Sep 2025 |
|
| EP Wealth Advisors | 1.2M | $67M | -6% | Jun 2025 |
|
| Syon Capital | 1.2M | $66M | -5% | Sep 2025 |
|
| LPL Financial | 890k | $51M | 6% | Sep 2025 |
|
| Mariner Wealth Advisors | 877k | $50M | 6% | Sep 2025 |
|
| Tiaa Trust, National Association | 700k | $40M | -4% | Sep 2025 |
|
| Envestnet Asset Management | 583k | $33M | 12% | Sep 2025 |
|
| Jpmorgan Chase & Co | 547k | $31M | 11% | Sep 2025 |
|
| UBS Group | 533k | $30M | -8% | Sep 2025 |
|
| Wells Fargo & Company | 506k | $29M | 8% | Sep 2025 |
|
| Mercer Global Advisors | 497k | $28M | 30% | Sep 2025 |
|
| Royal Bank of Canada | 421k | $24M | 4% | Sep 2025 |
|
| Opes Wealth Management | 418k | $24M | 8% | Sep 2025 |
|
| Steward Partners Investment Advisory | 374k | $21M | 1216% | Sep 2025 |
|
| Assetmark | 362k | $21M | -6% | Sep 2025 |
|
| Manhattan West Asset Management | 351k | $20M | 4% | Sep 2025 |
|
| First Foundation Advisors | 347k | $20M | -33% | Sep 2025 |
|
| Orin Green Financial | 325k | $19M | -5% | Sep 2025 |
|
| Cetera Investment Advisers | 318k | $18M | 45% | Sep 2025 |
|
| Adviser Investments | 315k | $18M | -8% | Sep 2025 |
|
| Renaissance Technologies | 308k | $18M | 104% | Sep 2025 |
|
| Captrust Financial Advisors | 303k | $17M | -12% | Sep 2025 |
|
| Sei Investments | 294k | $17M | 7% | Sep 2025 |
|
| Alliancebernstein | 276k | $16M | 26% | Sep 2025 |
|
| Colony | 272k | $16M | 66% | Sep 2025 |
|
| Envestnet Portfolio Solutions | 270k | $15M | 13% | Sep 2025 |
|
| Affinity Capital Advisors | 255k | $15M | 4% | Sep 2025 |
|
| Rinkey Investments | 250k | $14M | 2% | Sep 2025 |
|
| Ameriprise Financial | 249k | $14M | 6% | Sep 2025 |
|
| BlackRock | 235k | $13M | 3% | Sep 2025 |
|
| HPM Partners | 234k | $13M | 3% | Sep 2025 |
|
| Myecfo | 233k | $13M | 3% | Sep 2025 |
|
| Slow Capital | 232k | $13M | -13% | Sep 2025 |
|
| West Wealth Group | 228k | $13M | -5% | Sep 2025 |
|
| Betterment | 217k | $12M | 8% | Sep 2025 |
|
| Creative Planning | 213k | $12M | 6% | Sep 2025 |
|
| Atlas Legacy Advisors | 201k | $11M | -2% | Sep 2025 |
|
| Pure Financial Advisors | 190k | $11M | -1% | Sep 2025 |
|
| Guggenheim Capital, LLC Managers | 190k | $11M | 56% | Sep 2025 |
|
| Brio Consultants | 187k | $11M | -6% | Sep 2025 |
|
| Navalign | 186k | $11M | 6% | Sep 2025 |
|
| Advisor Group Holdings | 164k | $9.3M | 1% | Sep 2025 |
|
| Financial Connections Group | 159k | $9.1M | -5% | Sep 2025 |
|
| CliftonLarsonAllen Wealth Advisors | 147k | $8.4M | 72% | Sep 2025 |
|
| Wedmont Private Capital | 143k | $8.2M | 100% | Sep 2025 |
|
| CWM | 128k | $7.3M | 4% | Sep 2025 |
|
| Certus Wealth Management | 127k | $7.3M | -10% | Sep 2025 |
|
| Bank Of Montreal | 125k | $7.0M | 100% | Jun 2025 |
|
| Northwestern Mutual Wealth Management Company | 121k | $6.9M | 38% | Sep 2025 |
|
| Garde Capital | 119k | $6.6M | -3% | Jun 2025 |
|
| Resources Investment Advisors | 117k | $6.6M | 4% | Sep 2025 |
|
| Commonwealth Equity Services | 116k | $6.6M | -23% | Sep 2025 |
|
| Raymond James Financial | 110k | $6.3M | -16% | Sep 2025 |
|
| Kayne Anderson Rudnick Investment Management | 108k | $6.2M | -11% | Sep 2025 |
|
| First American Trust | 103k | $5.9M | 8% | Sep 2025 |
|
| Strive Asset Management | 101k | $5.7M | 0% | Sep 2025 |
|
| Stonehage Fleming Financial Services Holdings | 100k | $5.7M | 56% | Sep 2025 |
|
| Mml Investors Services | 98k | $5.6M | 15% | Sep 2025 |
|
| Deutsche Bank Aktiengesellschaft | 96k | $5.5M | 20% | Sep 2025 |
|
| Client First Capital | 93k | $5.3M | 0% | Sep 2025 |
|
| Silver Oak Wealth Advisors Services | 92k | $5.2M | 16% | Sep 2025 |
|
| RiverFront Investment Group | 91k | $5.2M | 40% | Sep 2025 |
|
| Jones Financial Companies, L.L | 88k | $5.0M | 37% | Sep 2025 |
|
| Ehrlich Financial Group | 87k | $5.0M | 0% | Sep 2025 |
|
| H D Vest Advisory Services | 80k | $4.5M | 34% | Jun 2025 |
|
| NDWM | 80k | $4.5M | -18% | Sep 2025 |
|
| Mission Wealth Management | 79k | $4.5M | -2% | Sep 2025 |
|
| Atomi Financial Group | 79k | $4.5M | 18% | Sep 2025 |
|
| Beacon Pointe Advisors | 78k | $4.4M | -30% | Sep 2025 |
|
| Sand Hill Advisors | 78k | $4.4M | -13% | Sep 2025 |
|
| Us Bancorp | 77k | $4.4M | 15% | Sep 2025 |
|
| ValMark Advisers | 77k | $4.4M | 9% | Sep 2025 |
|
| Freestone Capital Holdings | 76k | $4.3M | 6% | Sep 2025 |
|
| Rsm Us Wealth Management | 75k | $4.3M | 0% | Sep 2025 |
|
| Prime Capital Investment Advisors | 74k | $4.2M | 0% | Sep 2025 |
|
| Omega Financial Group | 71k | $4.1M | -5% | Sep 2025 |
|
| Umpqua Bank | 70k | $4.0M | 14% | Sep 2025 |
|
| HighTower Advisors | 68k | $3.8M | 7% | Sep 2025 |
|
| Summit Trail Advisors | 66k | $3.7M | 0% | Sep 2025 |
|
| Elmwood Wealth Management | 66k | $3.7M | -1% | Sep 2025 |
|
| Westfuller Advisors | 65k | $3.7M | 1% | Sep 2025 |
|
| Traveka Wealth | 63k | $3.6M | -16% | Sep 2025 |
|
| Citadel Advisors | 63k | $3.6M | 85% | Sep 2025 |
|
| Susquehanna International | 61k | $3.5M | 243% | Sep 2025 |
|
| Apella Capital | 60k | $3.4M | 9% | Sep 2025 |
|
| Brian McDonald | 58k | $3.3M | 6% | Sep 2025 |
|
| Warren Street Wealth Advisors | 57k | $3.3M | 1% | Sep 2025 |
|
| MAI Wealth Advisors | 56k | $3.2M | 102% | Sep 2025 |
|
| Lodestar Private Asset Management | 55k | $3.2M | -8% | Sep 2025 |
|
| Whittier Trust | 54k | $3.1M | -2% | Sep 2025 |
|
| O'shaughnessy Asset Management | 52k | $3.0M | 29% | Sep 2025 |
|
| One Capital Management | 52k | $3.0M | -3% | Sep 2025 |
|
| Blue Oak Capital | 51k | $2.8M | -5% | Jun 2025 |
|
| Gerber Kawasaki Wealth & Investment Management | 50k | $2.8M | 120% | Sep 2025 |
|
| DeDora Capital | 49k | $2.8M | 2% | Sep 2025 |
|
| Bank of Stockton Trust & Investment | 48k | $2.8M | -34% | Sep 2025 |
|
| Steel Peak Wealth Management | 48k | $2.7M | -21% | Sep 2025 |
|
| Heritage Wealth Management | 47k | $2.7M | 0% | Sep 2025 |
|
| Sontag Advisory | 47k | $2.7M | 2% | Sep 2025 |
|
| Stifel Financial | 45k | $2.6M | 20% | Sep 2025 |
|
| Gould Asset Management | 44k | $2.5M | 1% | Sep 2025 |
|
| Quantinno Capital Management | 43k | $2.5M | 74% | Sep 2025 |
|
| WealthCollab | 42k | $2.4M | 7% | Sep 2025 |
|
| 21 West Wealth Management | 42k | $2.4M | 43% | Sep 2025 |
|
| Westside Investment Management | 40k | $2.3M | -2% | Sep 2025 |
|
| Merit Financial Group | 39k | $2.2M | 0% | Sep 2025 |
|
| Journey Strategic Wealth | 39k | $2.2M | 4% | Sep 2025 |
|
| Conquis Financial | 38k | $2.1M | 39% | Sep 2025 |
|
| Ashton Thomas Private Wealth | 37k | $2.1M | 168% | Sep 2025 |
|
| McIlrath & Eck | 35k | $2.0M | 10% | Sep 2025 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 34k | $1.9M | 40% | Sep 2025 |
|
| Integrated Wealth Concepts | 33k | $1.9M | -3% | Sep 2025 |
|
| Savvy Advisors | 32k | $1.8M | 100% | Sep 2025 |
|
| Evergreen Capital Management | 31k | $1.8M | -18% | Sep 2025 |
|
| Goss Wealth Management | 31k | $1.8M | -73% | Sep 2025 |
|
| Wedbush Morgan Securities | 31k | $1.7M | 0% | Sep 2025 |
|
| Fairview Capital Investment Management | 30k | $1.7M | -1% | Sep 2025 |
|
| McNaughton Wealth Management | 29k | $1.7M | 14% | Sep 2025 |
|
| Running Point Capital Advisors | 28k | $1.6M | 1% | Sep 2025 |
|
| Towerpoint Wealth | 27k | $1.5M | 0% | Sep 2025 |
|
| Kestra Advisory Services | 27k | $1.5M | 2% | Sep 2025 |
|
| Foronjy Financial | 27k | $1.5M | 100% | Sep 2025 |
|
| Curtis Advisory Group | 27k | $1.5M | 1% | Sep 2025 |
|
| Fiduciary Financial Group | 27k | $1.5M | 7% | Sep 2025 |
|
| SimpliFi | 26k | $1.5M | 1% | Sep 2025 |
|
| Ieq Capital | 26k | $1.5M | 18% | Sep 2025 |
|
| Parallel Advisors | 26k | $1.5M | -5% | Sep 2025 |
|
| Empower Advisory Group | 26k | $1.5M | -6% | Sep 2025 |
|
| Dynamic Advisors Solutions | 26k | $1.5M | -1% | Sep 2025 |
|
| WealthPlan Investment Management | 26k | $1.5M | -20% | Sep 2025 |
|
| Rockefeller Capital Management | 25k | $1.4M | -26% | Sep 2025 |
|
| Old Mission Capital | 25k | $1.4M | -34% | Sep 2025 |
|
| Bell Investment Advisors | 25k | $1.4M | 31% | Sep 2025 |
|
| WESPAC Advisors SoCal | 24k | $1.4M | 100% | Sep 2025 |
|
| Creative Capital Management Investments | 24k | $1.4M | -25% | Sep 2025 |
|
| Davidson Investment Advisors | 24k | $1.3M | 10% | Sep 2025 |
|
| IFC Advisors | 23k | $1.3M | -3% | Sep 2025 |
|
| Catalytic Wealth RIA | 23k | $1.3M | 73% | Sep 2025 |
|
| HCR Wealth Advisors | 23k | $1.3M | -5% | Sep 2025 |
|
| YCMNET Advisors | 23k | $1.3M | 27% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 22k | $1.3M | 163% | Sep 2025 |
|
| Clark Asset Management | 21k | $1.2M | -10% | Sep 2025 |
|
| Smartleaf Asset Management | 21k | $1.2M | -5% | Sep 2025 |
|
| Johnson Bixby & Associates | 21k | $1.2M | 0% | Sep 2025 |
|
| Goldman Sachs Group | 21k | $1.2M | 230% | Sep 2025 |
|
| United Capital Financial Advisers | 20k | $1.1M | -54% | Sep 2025 |
|
| Wealthcare Advisory Partners | 19k | $1.1M | -17% | Sep 2025 |
|
| Argyle Capital Partners | 16k | $906k | -30% | Sep 2025 |
|
| Miracle Mile Advisors | 12k | $687k | -90% | Sep 2025 |
|
| Moss Adams Wealth Advisors | 11k | $621k | -51% | Sep 2025 |
|
| Hsbc Holdings | 9.6k | $546k | -56% | Sep 2025 |
|
| Hamilton Wealth | 8.7k | $495k | -71% | Sep 2025 |
|
| Jane Street | 6.6k | $377k | -100% | Sep 2025 |
|
Who sold out of iShares S&P Cal AMTFr Mncpl Bnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Jun 2025 | 161k | $9.0M |
| Flow Traders US | Jun 2025 | 21k | $1.2M |