Who owns iShares S&P Cal AMTFr Mncpl Bnd Fd?

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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 8.4M $485M 9% Dec 2025
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Wealthfront Advisers 5.1M $294M 29% Dec 2025
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FMR 2.0M $115M -16% Sep 2025
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Facet Wealth 1.5M $87M 8% Dec 2025
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Bailard 1.4M $83M 0% Dec 2025
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EP Wealth Advisors 1.2M $67M -2% Dec 2025
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Syon Capital 1.1M $66M 0% Dec 2025
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LPL Financial 990k $57M 11% Dec 2025
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Mariner Wealth Advisors 906k $52M 3% Dec 2025
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Tiaa Trust, National Association 681k $39M -3% Dec 2025
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Wells Fargo & Company 609k $35M 20% Dec 2025
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Mercer Global Advisors 549k $32M 10% Dec 2025
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Jpmorgan Chase & Co 547k $31M 100% Sep 2025
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Envestnet Asset Management 543k $31M -7% Dec 2025
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UBS Group 537k $31M 1% Dec 2025
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Opes Wealth Management 439k $25M 5% Dec 2025
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Royal Bank of Canada 421k $24M 4% Sep 2025
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Cetera Investment Advisers 378k $22M 19% Dec 2025
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Assetmark 373k $21M 3% Dec 2025
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First Foundation Advisors 367k $21M 6% Dec 2025
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Manhattan West Asset Management 363k $21M 4% Dec 2025
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Steward Partners Investment Advisory 361k $21M -3% Dec 2025
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Envestnet Portfolio Solutions 359k $21M 33% Dec 2025
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Colony 344k $20M 27% Dec 2025
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Adviser Investments 313k $18M -1% Dec 2025
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Orin Green Financial 307k $18M -6% Dec 2025
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Sei Investments 307k $18M 4% Dec 2025
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Captrust Financial Advisors 303k $17M -12% Sep 2025
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Guggenheim Capital, LLC Managers 293k $17M 54% Dec 2025
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Slow Capital 281k $16M 21% Dec 2025
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Alliancebernstein 276k $16M 26% Sep 2025
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West Wealth Group 274k $16M 20% Dec 2025
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Affinity Capital Advisors 270k $16M 6% Dec 2025
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HPM Partners 251k $14M 7% Dec 2025
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Myecfo 251k $14M 8% Dec 2025
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Ameriprise Financial 249k $14M 6% Sep 2025
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BlackRock 238k $14M 1% Dec 2025
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Betterment 231k $13M 6% Dec 2025
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Creative Planning 220k $13M 3% Dec 2025
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Atlas Legacy Advisors 213k $12M 6% Dec 2025
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Brio Consultants 198k $11M 6% Dec 2025
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Axxcess Wealth Management 196k $11M 100% Dec 2025
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Rinkey Investments 194k $11M -22% Dec 2025
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Pure Financial Advisors 189k $11M 0% Dec 2025
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Navalign 187k $11M 1% Dec 2025
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CliftonLarsonAllen Wealth Advisors 166k $9.5M 12% Dec 2025
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RiverFront Investment Group 159k $9.1M 75% Dec 2025
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Wedmont Private Capital 157k $9.1M 10% Dec 2025
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Financial Connections Group 157k $9.0M -1% Dec 2025
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Advisor Group Holdings 156k $9.0M -5% Dec 2025
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Northwestern Mutual Wealth Management Company 141k $8.1M 17% Dec 2025
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Jane Street 141k $8.1M 2031% Dec 2025
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Farther Finance Advisors 132k $7.6M 602% Dec 2025
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CWM 129k $7.4M 1% Dec 2025
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Certus Wealth Management 127k $7.3M -10% Sep 2025
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Commonwealth Equity Services 125k $7.2M 7% Dec 2025
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Resources Investment Advisors 123k $7.1M 6% Dec 2025
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Sanctuary Advisors 121k $7.0M 166% Dec 2025
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Beacon Pointe Advisors 116k $6.7M 48% Dec 2025
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First American Trust 114k $6.6M 11% Dec 2025
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Renaissance Technologies 113k $6.5M -63% Dec 2025
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Raymond James Financial 110k $6.3M -16% Sep 2025
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Kayne Anderson Rudnick Investment Management 108k $6.2M -11% Sep 2025
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Mml Investors Services 103k $5.9M 6% Dec 2025
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Thryve Wealth Management 102k $5.8M 100% Dec 2025
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Strive Asset Management 101k $5.7M 0% Sep 2025
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Deutsche Bank Aktiengesellschaft 96k $5.5M 0% Dec 2025
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Us Bancorp 96k $5.5M 25% Dec 2025
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Client First Capital 93k $5.3M 0% Dec 2025
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Silver Oak Wealth Advisors Services 93k $5.3M 1% Dec 2025
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Jones Financial Companies, L.L 88k $5.0M 37% Sep 2025
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Fullerton Advisors 88k $5.0M 100% Dec 2025
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Atomi Financial Group 85k $4.9M 8% Dec 2025
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Umpqua Bank 81k $4.6M 16% Dec 2025
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NDWM 81k $4.6M 2% Dec 2025
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Freestone Capital Holdings 78k $4.5M 2% Dec 2025
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Sand Hill Advisors 75k $4.3M -3% Dec 2025
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Rsm Us Wealth Management 75k $4.3M 0% Dec 2025
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Mission Wealth Management 74k $4.3M -6% Dec 2025
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Prime Capital Investment Advisors 74k $4.2M 0% Dec 2025
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Brian McDonald 71k $4.0M 22% Dec 2025
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Ehrlich Financial Group 69k $4.0M -21% Dec 2025
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Elmwood Wealth Management 68k $3.9M 4% Dec 2025
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Omega Financial Group 68k $3.9M -5% Dec 2025
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Summit Trail Advisors 66k $3.8M 0% Dec 2025
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Westfuller Advisors 65k $3.8M 1% Dec 2025
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HighTower Advisors 65k $3.7M -4% Dec 2025
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Bnp Paribas Arbitrage, Snc 65k $3.7M 26589% Dec 2025
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Traveka Wealth 64k $3.7M 0% Dec 2025
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Citadel Advisors 63k $3.6M 85% Sep 2025
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Apella Capital 63k $3.6M 5% Dec 2025
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Stonehage Fleming Financial Services Holdings 62k $3.6M -38% Dec 2025
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O'shaughnessy Asset Management 62k $3.6M 20% Dec 2025
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ValMark Advisers 56k $3.2M -27% Dec 2025
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MAI Wealth Advisors 56k $3.2M 0% Dec 2025
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Warren Street Wealth Advisors 54k $3.1M -5% Dec 2025
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One Capital Management 54k $3.1M 5% Dec 2025
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Whittier Trust 54k $3.1M 0% Dec 2025
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Lodestar Private Asset Management 54k $3.1M -4% Dec 2025
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Stifel Financial 50k $2.9M 10% Dec 2025
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DeDora Capital 49k $2.8M 0% Dec 2025
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21 West Wealth Management 49k $2.8M 18% Dec 2025
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Heritage Wealth Management 49k $2.8M 5% Dec 2025
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Quantinno Capital Management 48k $2.7M 10% Dec 2025
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Bank of Stockton Trust & Investment 47k $2.7M -2% Dec 2025
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Steel Peak Wealth Management 46k $2.6M -4% Dec 2025
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Ashton Thomas Private Wealth 45k $2.6M 22% Dec 2025
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WealthCollab 44k $2.5M 5% Dec 2025
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McIlrath & Eck 44k $2.5M 25% Dec 2025
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YCMNET Advisors 44k $2.5M 92% Dec 2025
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Gould Asset Management 44k $2.5M 1% Sep 2025
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Journey Strategic Wealth 42k $2.4M 7% Dec 2025
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Westside Investment Management 41k $2.4M 5% Dec 2025
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Gerber Kawasaki Wealth & Investment Management 41k $2.4M -18% Dec 2025
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Merit Financial Group 41k $2.3M 3% Dec 2025
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Ballast Rock Private Wealth 40k $2.3M 100% Dec 2025
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FF Advisors 40k $2.3M 100% Dec 2025
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 39k $2.3M 15% Dec 2025
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Conquis Financial 38k $2.1M 39% Sep 2025
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Empower Advisory Group 37k $2.1M 43% Dec 2025
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Goldman Sachs Group 35k $2.0M 73% Dec 2025
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Savvy Advisors 34k $2.0M 8% Dec 2025
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Vise Technologies 34k $2.0M 100% Dec 2025
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Values Added Financial 34k $1.9M 164% Dec 2025
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Ieq Capital 34k $1.9M 29% Dec 2025
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Leisure Capital Management 33k $1.9M 100% Dec 2025
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CI Private Wealth 32k $1.8M 235% Dec 2025
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Wedbush Morgan Securities 32k $1.8M 4% Dec 2025
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WESPAC Advisors SoCal 32k $1.8M 31% Dec 2025
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Evergreen Capital Management 32k $1.8M 2% Dec 2025
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SimpliFi 32k $1.8M 22% Dec 2025
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Fairview Capital Investment Management 30k $1.7M -1% Sep 2025
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Bell Investment Advisors 30k $1.7M 22% Dec 2025
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Goss Wealth Management 30k $1.7M -4% Dec 2025
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Allspring Global Investments Holdings 29k $1.6M 100% Dec 2025
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Running Point Capital Advisors 28k $1.6M 0% Dec 2025
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Curtis Advisory Group 27k $1.6M 2% Dec 2025
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Towerpoint Wealth 27k $1.5M 0% Dec 2025
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McNaughton Wealth Management 27k $1.5M -8% Dec 2025
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Global Retirement Partners 27k $1.5M 132% Dec 2025
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Foronjy Financial 27k $1.5M 100% Sep 2025
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Fiduciary Financial Group 27k $1.5M 0% Dec 2025
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Rockefeller Capital Management 26k $1.5M 5% Dec 2025
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Parallel Advisors 26k $1.5M 0% Dec 2025
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Creative Capital Management Investments 25k $1.4M 3% Dec 2025
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WealthPlan Investment Management 25k $1.4M -4% Dec 2025
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Hennion & Walsh Asset Management 24k $1.4M 46% Dec 2025
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Davidson Investment Advisors 23k $1.3M -1% Dec 2025
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IFC Advisors 23k $1.3M -3% Sep 2025
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Sontag Advisory 23k $1.3M -50% Dec 2025
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Kestra Advisory Services 23k $1.3M -14% Dec 2025
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United Capital Financial Advisers 20k $1.1M -54% Sep 2025
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Integrated Wealth Concepts 18k $1.1M -45% Dec 2025
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Dynamic Advisors Solutions 9.6k $554k -62% Dec 2025
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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
Garde Capital Sep 2025 119k $6.8M
Susquehanna International Sep 2025 61k $3.5M
Old Mission Capital Sep 2025 25k $1.4M