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 | 13M | $770M | 38% | Sep 2024 |
|
| Morgan Stanley | 1.8M | $102M | 0% | Jun 2024 |
|
| Bank of America Corporation | 1.4M | $79M | 30% | Sep 2024 |
|
| EP Wealth Advisors | 1.3M | $76M | 3% | Sep 2024 |
|
| Facet Wealth | 992k | $57M | 70% | Sep 2024 |
|
| Bailard | 849k | $49M | 19% | Sep 2024 |
|
| Mariner Wealth Advisors | 799k | $46M | -3% | Sep 2024 |
|
| LPL Financial | 741k | $43M | 7% | Sep 2024 |
|
| Wells Fargo & Company | 671k | $39M | 14% | Sep 2024 |
|
| Tiaa Trust, National Association | 648k | $37M | 1% | Jun 2024 |
|
| First Foundation Advisors | 562k | $32M | 1% | Jun 2024 |
|
| Envestnet Asset Management | 456k | $27M | 4% | Sep 2024 |
|
| Royal Bank of Canada | 426k | $25M | 21% | Sep 2024 |
|
| Jpmorgan Chase & Co | 411k | $24M | 15% | Sep 2024 |
|
| Brio Consultants | 408k | $24M | 20% | Sep 2024 |
|
| Raub Brock Capital Management | 408k | $24M | 0% | Sep 2024 |
|
| Orin Green Financial | 362k | $21M | 5% | Sep 2024 |
|
| Adviser Investments | 361k | $21M | 9% | Sep 2024 |
|
| Opes Wealth Management | 325k | $19M | -1% | Sep 2024 |
|
| Manhattan West Asset Management | 319k | $19M | 1% | Sep 2024 |
|
| Slow Capital | 316k | $18M | 7% | Sep 2024 |
|
| Mercer Global Advisors | 292k | $17M | -27% | Jun 2024 |
|
| Northwestern Mutual Wealth Management Company | 276k | $16M | -9% | Sep 2024 |
|
| Assetmark | 268k | $16M | 4% | Sep 2024 |
|
| Alliancebernstein | 258k | $15M | -13% | Jun 2024 |
|
| BlackRock | 240k | $14M | 96% | Jun 2024 |
|
| Financial Connections Group | 237k | $14M | -4% | Sep 2024 |
|
| BlackRock | 233k | $14M | 100% | Sep 2024 |
|
| a16z Perennial Management | 226k | $13M | 100% | Sep 2024 |
|
| Myecfo | 209k | $12M | 1% | Sep 2024 |
|
| Sei Investments | 200k | $12M | 5% | Sep 2024 |
|
| Pure Financial Advisors | 198k | $12M | 5% | Sep 2024 |
|
| Creative Planning | 191k | $11M | 9% | Sep 2024 |
|
| Cetera Investment Advisers | 189k | $11M | -2% | Jun 2024 |
|
| Resources Investment Advisors | 175k | $10M | -1% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 164k | $9.5M | -3% | Sep 2024 |
|
| West Wealth Group | 146k | $8.5M | 12% | Sep 2024 |
|
| Envestnet Portfolio Solutions | 146k | $8.5M | 24% | Sep 2024 |
|
| Commonwealth Equity Services | 138k | $8.0M | 1% | Sep 2024 |
|
| Navalign | 132k | $7.7M | 5% | Sep 2024 |
|
| HPM Partners | 131k | $7.6M | 1% | Sep 2024 |
|
| Beacon Pointe Advisors | 131k | $7.6M | 0% | Sep 2024 |
|
| Hamilton Wealth | 131k | $7.4M | 348% | Jun 2024 |
|
| Miracle Mile Advisors | 130k | $7.5M | -6% | Sep 2024 |
|
| Certus Wealth Management | 128k | $7.4M | 2% | Sep 2024 |
|
| Goss Wealth Management | 126k | $7.2M | 551% | Jun 2024 |
|
| Kayne Anderson Rudnick Investment Management | 116k | $6.7M | 1% | Sep 2024 |
|
| Rinkey Investments | 112k | $6.4M | 1% | Jun 2024 |
|
| Mission Wealth Management | 110k | $6.4M | 0% | Sep 2024 |
|
| Advisor Group Holdings | 109k | $6.3M | 77% | Sep 2024 |
|
| Colony | 108k | $6.3M | 100% | Sep 2024 |
|
| Captrust Financial Advisors | 108k | $6.3M | 3% | Sep 2024 |
|
| Rsm Us Wealth Management | 108k | $6.3M | -3% | Sep 2024 |
|
| Affinity Capital Advisors | 102k | $5.9M | 6% | Sep 2024 |
|
| Ehrlich Financial Group | 93k | $5.4M | 17% | Sep 2024 |
|
| Alpha Financial Partners | 93k | $5.4M | 100% | Sep 2024 |
|
| Client First Capital | 92k | $5.4M | 1475% | Sep 2024 |
|
| Amara Financial | 89k | $5.2M | 100% | Sep 2024 |
|
| Kestra Advisory Services | 89k | $5.2M | -5% | Sep 2024 |
|
| Parallel Advisors | 88k | $5.1M | 0% | Sep 2024 |
|
| United Capital Financial Advisers | 88k | $5.1M | 22% | Sep 2024 |
|
| Deutsche Bank Aktiengesellschaft | 83k | $4.8M | 0% | Sep 2024 |
|
| Bank of Stockton Trust & Investment | 81k | $4.6M | -6% | Jun 2024 |
|
| Prime Capital Investment Advisors | 81k | $4.7M | -1% | Sep 2024 |
|
| Traveka Wealth | 78k | $4.5M | -3% | Sep 2024 |
|
| Omega Financial Group | 77k | $4.4M | 5% | Sep 2024 |
|
| Lodestar Private Asset Management | 76k | $4.4M | 4% | Sep 2024 |
|
| First American Trust | 72k | $4.2M | 4% | Sep 2024 |
|
| Freestone Capital Holdings | 72k | $4.1M | -4% | Jun 2024 |
|
| Whittier Trust | 67k | $3.9M | -3% | Sep 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 66k | $3.8M | 10% | Sep 2024 |
|
| Sanctuary Advisors | 65k | $3.7M | 100% | Jun 2024 |
|
| Westfuller Advisors | 64k | $3.7M | 100% | Sep 2024 |
|
| Elmwood Wealth Management | 64k | $3.7M | 4% | Sep 2024 |
|
| Mml Investors Services | 64k | $3.7M | 19% | Sep 2024 |
|
| Bell Investment Advisors | 59k | $3.4M | 8% | Sep 2024 |
|
| Renaissance Technologies | 59k | $3.4M | 20% | Sep 2024 |
|
| Townsquare Capital | 57k | $3.3M | 359% | Sep 2024 |
|
| Steel Peak Wealth Management | 57k | $3.3M | 4% | Sep 2024 |
|
| Creative Capital Management Investments | 56k | $3.2M | 1% | Sep 2024 |
|
| Warren Street Wealth Advisors | 54k | $3.1M | 1% | Sep 2024 |
|
| Jane Street | 53k | $3.1M | 100% | Sep 2024 |
|
| Buckingham Asset Management | 52k | $2.9M | 47% | Jun 2024 |
|
| Williams & Novak | 50k | $2.9M | -4% | Sep 2024 |
|
| Heritage Wealth Management | 49k | $2.9M | -3% | Sep 2024 |
|
| Kowal Investment Group | 47k | $2.7M | 5% | Sep 2024 |
|
| HighTower Advisors | 44k | $2.5M | 12% | Jun 2024 |
|
| Atomi Financial Group | 44k | $2.6M | 23% | Sep 2024 |
|
| Hsbc Holdings | 43k | $2.5M | 32% | Jun 2024 |
|
| Vishria Bird Financial Group | 43k | $2.5M | 100% | Sep 2024 |
|
| Gould Asset Management | 43k | $2.5M | 18% | Sep 2024 |
|
| RHS Financial | 42k | $2.5M | 3% | Sep 2024 |
|
| DeDora Capital | 41k | $2.4M | -2% | Sep 2024 |
|
| Apella Capital | 41k | $2.4M | 34% | Sep 2024 |
|
| Westside Investment Management | 41k | $2.4M | 0% | Sep 2024 |
|
| Spinnaker Investment Group | 40k | $2.3M | -14% | Sep 2024 |
|
| Us Bancorp | 40k | $2.3M | 26% | Sep 2024 |
|
| Pacific Capital Wealth Advisors | 33k | $1.9M | -5% | Sep 2024 |
|
| Umpqua Bank | 31k | $1.8M | 22% | Sep 2024 |
|
| Dynamic Advisors Solutions | 29k | $1.7M | -64% | Sep 2024 |
|
| McIlrath & Eck | 29k | $1.7M | 35% | Sep 2024 |
|
| WealthCollab | 29k | $1.7M | 31% | Sep 2024 |
|
| O'shaughnessy Asset Management | 29k | $1.7M | -12% | Sep 2024 |
|
| Peninsula Wealth | 29k | $1.6M | 89% | Jun 2024 |
|
| Fairview Capital Investment Management | 28k | $1.6M | 7% | Jun 2024 |
|
| Towerpoint Wealth | 27k | $1.6M | 0% | Sep 2024 |
|
| Running Point Capital Advisors | 27k | $1.6M | 0% | Sep 2024 |
|
| One Capital Management | 27k | $1.6M | 42% | Sep 2024 |
|
| SimpliFi | 25k | $1.4M | 1% | Sep 2024 |
|
| Wedbush Morgan Securities | 25k | $1.4M | 278% | Sep 2024 |
|
| Johnson Bixby & Associates | 24k | $1.4M | 19% | Sep 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 24k | $1.4M | 3% | Sep 2024 |
|
| McNaughton Wealth Management | 24k | $1.4M | 3% | Sep 2024 |
|
| HCR Wealth Advisors | 23k | $1.4M | 2% | Sep 2024 |
|
| Empower Advisory Group | 23k | $1.3M | 11% | Sep 2024 |
|
| Curtis Advisory Group | 23k | $1.3M | 2% | Sep 2024 |
|
| Sontag Advisory | 23k | $1.3M | 100% | Sep 2024 |
|
| Safeguard Investment Advisory Group | 21k | $1.2M | -9% | Jun 2024 |
|
| Merriman Wealth Management | 20k | $1.2M | 0% | Sep 2024 |
|
| Private Ocean | 20k | $1.1M | 0% | Jun 2024 |
|
| Wealthfront Advisers | 20k | $1.1M | 15% | Sep 2024 |
|
| Wealthcare Advisory Partners | 19k | $1.1M | 86% | Sep 2024 |
|
| Orion Portfolio Solutions | 19k | $1.1M | -14% | Sep 2024 |
|
| H D Vest Advisory Services | 19k | $1.1M | 3% | Jun 2024 |
|
| Tillman Hartley | 19k | $1.1M | 0% | Sep 2024 |
|
| Savant Capital Management | 18k | $1.1M | 0% | Sep 2024 |
|
| Journey Strategic Wealth | 18k | $1.1M | -2% | Sep 2024 |
|
| 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 |
|
| LM Advisors | 16k | $945k | -6% | Sep 2024 |
|
| Citadel Advisors | 16k | $931k | 100% | Sep 2024 |
|
| AE Wealth Management | 16k | $919k | 0% | Sep 2024 |
|
| ValMark Advisers | 16k | $918k | 3% | Sep 2024 |
|
| Boltwood Capital Management | 15k | $884k | -19% | Sep 2024 |
|
| Werba Rubin Papier Wealth Management | 15k | $876k | -26% | Sep 2024 |
|
| RiverFront Investment Group | 15k | $862k | 85% | Sep 2024 |
|
| Raymond James & Associates | 14k | $828k | -1% | Sep 2024 |
|
| Guggenheim Capital, LLC Managers | 14k | $827k | 100% | Sep 2024 |
|
| Carl P. Sherr & Co | 14k | $809k | 0% | Jun 2024 |
|
| Three Bridge Wealth Advisors | 14k | $798k | 20% | Sep 2024 |
|
| Stifel Financial | 14k | $769k | 3% | Jun 2024 |
|
| YCMNET Advisors | 13k | $761k | 23% | Jun 2024 |
|
| Jones Financial Companies, L.L | 13k | $774k | 100% | Sep 2024 |
|
| Tru Independence Asset Management 2 | 13k | $759k | 100% | Sep 2024 |
|
| Ariston Services Group | 13k | $748k | 0% | Sep 2024 |
|
| 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 |
|
| Brian McDonald | 12k | $682k | -12% | Sep 2024 |
|
| 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 |