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 | 13M | $770M | 38% | Sep 2024 |
|
| Morgan Stanley | 1.8M | $102M | 0% | Jun 2024 |
|
| Bank of America Corporation | 1.4M | $79M | 30% | Sep 2024 |
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| EP Wealth Advisors | 1.3M | $76M | 3% | Sep 2024 |
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| Facet Wealth | 992k | $57M | 70% | Sep 2024 |
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| Bailard | 849k | $49M | 19% | Sep 2024 |
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| Mariner Wealth Advisors | 799k | $46M | -3% | Sep 2024 |
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| LPL Financial | 741k | $43M | 7% | Sep 2024 |
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| Wells Fargo & Company | 671k | $39M | 14% | Sep 2024 |
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| Tiaa Trust, National Association | 648k | $37M | 1% | Jun 2024 |
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| First Foundation Advisors | 562k | $32M | 1% | Jun 2024 |
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| Envestnet Asset Management | 456k | $27M | 4% | Sep 2024 |
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| Royal Bank of Canada | 426k | $25M | 21% | Sep 2024 |
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| Jpmorgan Chase & Co | 411k | $24M | 15% | Sep 2024 |
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| Brio Consultants | 408k | $24M | 20% | Sep 2024 |
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| Raub Brock Capital Management | 408k | $24M | 0% | Sep 2024 |
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| Orin Green Financial | 362k | $21M | 5% | Sep 2024 |
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| Adviser Investments | 361k | $21M | 9% | Sep 2024 |
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| Opes Wealth Management | 325k | $19M | -1% | Sep 2024 |
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| Manhattan West Asset Management | 319k | $19M | 1% | Sep 2024 |
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| Slow Capital | 316k | $18M | 7% | Sep 2024 |
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| Mercer Global Advisors | 292k | $17M | -27% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 276k | $16M | -9% | Sep 2024 |
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| Assetmark | 268k | $16M | 4% | Sep 2024 |
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| Alliancebernstein | 258k | $15M | -13% | Jun 2024 |
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| BlackRock | 240k | $14M | 96% | Jun 2024 |
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| Financial Connections Group | 237k | $14M | -4% | Sep 2024 |
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| BlackRock | 233k | $14M | 100% | Sep 2024 |
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| a16z Perennial Management | 226k | $13M | 100% | Sep 2024 |
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| Myecfo | 209k | $12M | 1% | Sep 2024 |
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| Sei Investments | 200k | $12M | 5% | Sep 2024 |
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| Pure Financial Advisors | 198k | $12M | 5% | Sep 2024 |
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| Creative Planning | 191k | $11M | 9% | Sep 2024 |
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| Cetera Investment Advisers | 189k | $11M | -2% | Jun 2024 |
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| Resources Investment Advisors | 175k | $10M | -1% | Sep 2024 |
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| Raymond James Financial Services Advisors | 164k | $9.5M | -3% | Sep 2024 |
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| West Wealth Group | 146k | $8.5M | 12% | Sep 2024 |
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| Envestnet Portfolio Solutions | 146k | $8.5M | 24% | Sep 2024 |
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| Commonwealth Equity Services | 138k | $8.0M | 1% | Sep 2024 |
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| Navalign | 132k | $7.7M | 5% | Sep 2024 |
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| HPM Partners | 131k | $7.6M | 1% | Sep 2024 |
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| Beacon Pointe Advisors | 131k | $7.6M | 0% | Sep 2024 |
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| Hamilton Wealth | 131k | $7.4M | 348% | Jun 2024 |
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| Miracle Mile Advisors | 130k | $7.5M | -6% | Sep 2024 |
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| Certus Wealth Management | 128k | $7.4M | 2% | Sep 2024 |
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| Goss Wealth Management | 126k | $7.2M | 551% | Jun 2024 |
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| Kayne Anderson Rudnick Investment Management | 116k | $6.7M | 1% | Sep 2024 |
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| Rinkey Investments | 112k | $6.4M | 1% | Jun 2024 |
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| Mission Wealth Management | 110k | $6.4M | 0% | Sep 2024 |
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| Advisor Group Holdings | 109k | $6.3M | 77% | Sep 2024 |
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| Colony | 108k | $6.3M | 100% | Sep 2024 |
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| Captrust Financial Advisors | 108k | $6.3M | 3% | Sep 2024 |
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| Rsm Us Wealth Management | 108k | $6.3M | -3% | Sep 2024 |
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| Affinity Capital Advisors | 102k | $5.9M | 6% | Sep 2024 |
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| Sanctuary Advisors | 93k | $5.3M | 43% | Sep 2024 |
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| Ehrlich Financial Group | 93k | $5.4M | 17% | Sep 2024 |
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| Alpha Financial Partners | 93k | $5.4M | 100% | Sep 2024 |
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| Client First Capital | 92k | $5.4M | 1475% | Sep 2024 |
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| Amara Financial | 89k | $5.2M | 100% | Sep 2024 |
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| Kestra Advisory Services | 89k | $5.2M | -5% | Sep 2024 |
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| Parallel Advisors | 88k | $5.1M | 0% | Sep 2024 |
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| United Capital Financial Advisers | 88k | $5.1M | 22% | Sep 2024 |
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| Deutsche Bank Aktiengesellschaft | 83k | $4.8M | 0% | Sep 2024 |
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| Bank of Stockton Trust & Investment | 81k | $4.6M | -6% | Jun 2024 |
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| Prime Capital Investment Advisors | 81k | $4.7M | -1% | Sep 2024 |
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| Traveka Wealth | 78k | $4.5M | -3% | Sep 2024 |
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| Omega Financial Group | 77k | $4.4M | 5% | Sep 2024 |
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| Lodestar Private Asset Management | 76k | $4.4M | 4% | Sep 2024 |
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| First American Trust | 72k | $4.2M | 4% | Sep 2024 |
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| Freestone Capital Holdings | 72k | $4.1M | -4% | Jun 2024 |
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| Whittier Trust | 67k | $3.9M | -3% | Sep 2024 |
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| CliftonLarsonAllen Wealth Advisors | 66k | $3.8M | 10% | Sep 2024 |
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| Westfuller Advisors | 64k | $3.7M | 100% | Sep 2024 |
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| Elmwood Wealth Management | 64k | $3.7M | 4% | Sep 2024 |
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| Mml Investors Services | 64k | $3.7M | 19% | Sep 2024 |
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| Bell Investment Advisors | 59k | $3.4M | 8% | Sep 2024 |
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| Renaissance Technologies | 59k | $3.4M | 20% | Sep 2024 |
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| Townsquare Capital | 57k | $3.3M | 359% | Sep 2024 |
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| Steel Peak Wealth Management | 57k | $3.3M | 4% | Sep 2024 |
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| Creative Capital Management Investments | 56k | $3.2M | 1% | Sep 2024 |
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| Warren Street Wealth Advisors | 54k | $3.1M | 1% | Sep 2024 |
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| Jane Street | 53k | $3.1M | 100% | Sep 2024 |
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| Buckingham Asset Management | 52k | $2.9M | 47% | Jun 2024 |
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| Williams & Novak | 50k | $2.9M | -4% | Sep 2024 |
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| Heritage Wealth Management | 49k | $2.9M | -3% | Sep 2024 |
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| Kowal Investment Group | 47k | $2.7M | 5% | Sep 2024 |
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| HighTower Advisors | 44k | $2.5M | 12% | Jun 2024 |
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| Atomi Financial Group | 44k | $2.6M | 23% | Sep 2024 |
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| Hsbc Holdings | 43k | $2.5M | 32% | Jun 2024 |
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| Vishria Bird Financial Group | 43k | $2.5M | 100% | Sep 2024 |
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| Gould Asset Management | 43k | $2.5M | 18% | Sep 2024 |
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| RHS Financial | 42k | $2.5M | 3% | Sep 2024 |
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| DeDora Capital | 41k | $2.4M | -2% | Sep 2024 |
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| Apella Capital | 41k | $2.4M | 34% | Sep 2024 |
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| Westside Investment Management | 41k | $2.4M | 0% | Sep 2024 |
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| Spinnaker Investment Group | 40k | $2.3M | -14% | Sep 2024 |
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| Us Bancorp | 40k | $2.3M | 26% | Sep 2024 |
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| Pacific Capital Wealth Advisors | 33k | $1.9M | -5% | Sep 2024 |
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| Umpqua Bank | 31k | $1.8M | 22% | Sep 2024 |
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| Dynamic Advisors Solutions | 29k | $1.7M | -64% | Sep 2024 |
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| McIlrath & Eck | 29k | $1.7M | 35% | Sep 2024 |
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| WealthCollab | 29k | $1.7M | 31% | Sep 2024 |
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| O'shaughnessy Asset Management | 29k | $1.7M | -12% | Sep 2024 |
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| Peninsula Wealth | 29k | $1.6M | 89% | Jun 2024 |
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| Fairview Capital Investment Management | 28k | $1.6M | 7% | Jun 2024 |
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| Towerpoint Wealth | 27k | $1.6M | 0% | Sep 2024 |
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| Running Point Capital Advisors | 27k | $1.6M | 0% | Sep 2024 |
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| One Capital Management | 27k | $1.6M | 42% | Sep 2024 |
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| SimpliFi | 25k | $1.4M | 1% | Sep 2024 |
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| Wedbush Morgan Securities | 25k | $1.4M | 278% | Sep 2024 |
|
| Johnson Bixby & Associates | 24k | $1.4M | 19% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 24k | $1.4M | 3% | Sep 2024 |
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| McNaughton Wealth Management | 24k | $1.4M | 3% | Sep 2024 |
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| HCR Wealth Advisors | 23k | $1.4M | 2% | Sep 2024 |
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| Empower Advisory Group | 23k | $1.3M | 11% | Sep 2024 |
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| Curtis Advisory Group | 23k | $1.3M | 2% | Sep 2024 |
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| Sontag Advisory | 23k | $1.3M | 100% | Sep 2024 |
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| Safeguard Investment Advisory Group | 21k | $1.2M | -9% | Jun 2024 |
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| Merriman Wealth Management | 20k | $1.2M | 0% | Sep 2024 |
|
| Private Ocean | 20k | $1.1M | 0% | Jun 2024 |
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| Wealthfront Advisers | 20k | $1.1M | 15% | Sep 2024 |
|
| Wealthcare Advisory Partners | 19k | $1.1M | 86% | Sep 2024 |
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| Orion Portfolio Solutions | 19k | $1.1M | -14% | Sep 2024 |
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| H D Vest Advisory Services | 19k | $1.1M | 3% | Jun 2024 |
|
| Tillman Hartley | 19k | $1.1M | 0% | Sep 2024 |
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| Savant Capital Management | 18k | $1.1M | 0% | Sep 2024 |
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| Journey Strategic Wealth | 18k | $1.1M | -2% | Sep 2024 |
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| Integrated Wealth Concepts | 18k | $1.1M | 56% | Sep 2024 |
|
| Eclectic Associates | 17k | $1.0M | 0% | Sep 2024 |
|
| Topel & Distasi Wealth Management | 17k | $988k | 0% | Sep 2024 |
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| LM Advisors | 16k | $945k | -6% | Sep 2024 |
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| Citadel Advisors | 16k | $931k | 100% | Sep 2024 |
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| AE Wealth Management | 16k | $919k | 0% | Sep 2024 |
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| ValMark Advisers | 16k | $918k | 3% | Sep 2024 |
|
| Boltwood Capital Management | 15k | $884k | -19% | Sep 2024 |
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| Werba Rubin Papier Wealth Management | 15k | $876k | -26% | Sep 2024 |
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| RiverFront Investment Group | 15k | $862k | 85% | Sep 2024 |
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| YCMNET Advisors | 14k | $832k | 7% | Sep 2024 |
|
| Raymond James & Associates | 14k | $828k | -1% | Sep 2024 |
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| Guggenheim Capital, LLC Managers | 14k | $827k | 100% | Sep 2024 |
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| Carl P. Sherr & Co | 14k | $809k | 0% | Jun 2024 |
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| Three Bridge Wealth Advisors | 14k | $798k | 20% | Sep 2024 |
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| Stifel Financial | 14k | $769k | 3% | Jun 2024 |
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| Jones Financial Companies, L.L | 13k | $774k | 100% | Sep 2024 |
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| Tru Independence Asset Management 2 | 13k | $759k | 100% | Sep 2024 |
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| Ariston Services Group | 13k | $748k | 0% | Sep 2024 |
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| Tenon Financial | 13k | $728k | 0% | Jun 2024 |
|
| Vista Wealth Management Group | 12k | $714k | 0% | Sep 2024 |
|
| Honkamp Krueger Financial Services | 12k | $694k | 0% | Jun 2024 |
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| Brian McDonald | 12k | $682k | -12% | Sep 2024 |
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| Goldman Sachs Group | 10k | $593k | -35% | Jun 2024 |
|
| Neumann Capital Management | 8.0k | $465k | -52% | Sep 2024 |
|
| One Degree Advisors | 4.7k | $275k | -73% | Sep 2024 |
|
Who sold out of iShares S&P Cal AMTFr Mncpl Bnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| KWB Wealth | Jun 2024 | 13k | $744k |