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 | ||
|---|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 5.9M | $368M | 3% | Sep 2021 | ||
| Mission Wealth Management | 769k | $48M | -7% | Sep 2021 | ||
| Miracle Mile Advisors | 619k | $39M | 35% | Dec 2021 | ||
| LPL Financial | 604k | $38M | 9% | Sep 2021 | ||
| FMR | 563k | $35M | 20% | Sep 2021 | ||
| Ameriprise Financial | 484k | $30M | 6% | Sep 2021 | ||
| Slow Capital | 358k | $22M | 50% | Sep 2021 | ||
| Bailard | 347k | $22M | -1% | Sep 2021 | ||
| Pure Financial Advisors | 302k | $19M | 7% | Dec 2021 | ||
| UBS Group | 277k | $17M | 11% | Sep 2021 | ||
| Wells Fargo & Company | 270k | $17M | 6% | Sep 2021 | ||
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| EP Wealth Advisors | 248k | $15M | -4% | Sep 2021 | ||
| UnionBanCal Corporation | 187k | $12M | 7% | Sep 2021 | ||
| Envestnet Asset Management | 181k | $11M | 14% | Sep 2021 | ||
| Mercer Global Advisors | 172k | $11M | 571% | Sep 2021 | ||
| Mariner Wealth Advisors | 168k | $10M | 721% | Sep 2021 | ||
| Strategic Wealth Advisors | 140k | $8.7M | 29% | Sep 2021 | ||
| Towerpoint Wealth | 140k | $8.7M | 4% | Sep 2021 | ||
| Commonwealth Equity Services | 136k | $8.4M | -2% | Sep 2021 | ||
| Jane Street | 134k | $8.3M | -54% | Sep 2021 | ||
| First Foundation Advisors | 124k | $7.7M | -2% | Sep 2021 | ||
| Kayne Anderson Rudnick Investment Management | 120k | $7.5M | 0% | Sep 2021 | ||
| Portfolio Solutions | 113k | $7.0M | -1% | Sep 2021 | ||
| Opes Wealth Management | 106k | $6.5M | 30% | Sep 2021 | ||
| Betterment | 76k | $4.7M | 8% | Sep 2021 | ||
| Boltwood Capital Management | 74k | $4.6M | 2% | Dec 2021 | ||
| Pacific Capital Wealth Advisors | 70k | $4.3M | -8% | Sep 2021 | ||
| Karp Capital Management | 66k | $4.1M | 4% | Sep 2021 | ||
| Omega Financial Group | 62k | $3.9M | 10% | Sep 2021 | ||
| Principal Financial Group | 56k | $3.5M | 90% | Sep 2021 | ||
| Steel Peak Wealth Management | 53k | $3.3M | 2% | Sep 2021 | ||
| Bank of the West | 52k | $3.2M | -13% | Sep 2021 | ||
| Blue Zone Wealth Advisors | 52k | $3.2M | 4% | Sep 2021 | ||
| Lincoln National | 52k | $3.2M | 3% | Sep 2021 | ||
| Bradley & Co. Private Wealth Management | 50k | $3.1M | 8% | Dec 2021 | ||
| First American Trust | 47k | $2.9M | 7% | Dec 2021 | ||
| Wealthsource Partners | 47k | $2.9M | -1% | Sep 2021 | ||
| Parcion Private Wealth | 45k | $2.8M | 30% | Sep 2021 | ||
| Evanson Asset Management | 43k | $2.7M | 6% | Dec 2021 | ||
| Safeguard Investment Advisory Group | 40k | $2.5M | 182% | Sep 2021 | ||
| Curtis Advisory Group | 39k | $2.4M | 15% | Sep 2021 | ||
| Barclays | 38k | $2.3M | -33% | Sep 2021 | ||
| Qube Research & Technologies | 37k | $2.3M | -45% | Sep 2021 | ||
| Vivaldi Capital Management | 36k | $2.3M | 47% | Sep 2021 | ||
| Orin Green Financial | 35k | $2.2M | -6% | Sep 2021 | ||
| Advisor Group Holdings | 35k | $2.2M | -10% | Sep 2021 | ||
| Goldman Sachs Group | 34k | $2.1M | 100% | Sep 2021 | ||
| Atlas Capital Advisors | 32k | $2.0M | 16% | Sep 2021 | ||
| RHS Financial | 31k | $1.9M | 13% | Sep 2021 | ||
| Covington Capital Management | 31k | $1.9M | 7% | Sep 2021 | ||
| Sei Investments | 31k | $1.9M | 59% | Sep 2021 | ||
| United Capital Financial Advisers | 30k | $1.9M | -6% | Sep 2021 | ||
| Mml Investors Services | 29k | $1.8M | -26% | Sep 2021 | ||
| Summit Wealth & Retirement Planning | 29k | $1.8M | 0% | Sep 2021 | ||
| Dynamic Advisors Solutions | 28k | $1.7M | -28% | Sep 2021 | ||
| Paragon Capital Management | 28k | $1.7M | 0% | Sep 2021 | ||
| Prospera Financial Services | 28k | $1.7M | 223% | Sep 2021 | ||
| London & Capital Asset Management | 28k | $1.7M | 0% | Sep 2021 | ||
| National Asset Management | 27k | $1.7M | 100% | Sep 2021 | ||
| Fairview Capital Investment Management | 26k | $1.6M | 0% | Sep 2021 | ||
| One Capital Management | 26k | $1.6M | 0% | Sep 2021 | ||
| Personal Capital Advisors | 25k | $1.5M | 6% | Sep 2021 | ||
| HCR Wealth Advisors | 24k | $1.5M | -1% | Sep 2021 | ||
| Alpha Cubed Investments | 24k | $1.5M | 201% | Dec 2021 | ||
| Cambridge Investment Research Advisors | 23k | $1.4M | -23% | Sep 2021 | ||
| Whittier Trust | 23k | $1.4M | 0% | Dec 2021 | ||
| Alliancebernstein | 21k | $1.3M | 1% | Sep 2021 | ||
| CLS Investments | 21k | $1.3M | 10% | Sep 2021 | ||
| Traverso Chambers Private Wealth Management | 20k | $1.3M | 0% | Dec 2021 | ||
| Peninsula Wealth | 20k | $1.2M | 58% | Sep 2021 | ||
| Apella Capital | 19k | $1.2M | 15% | Dec 2021 | ||
| VERITY Wealth Advisors | 19k | $1.2M | 0% | Dec 2021 | ||
| HPM Partners | 19k | $1.2M | 7% | Sep 2021 | ||
| Westside Investment Management | 18k | $1.1M | 129% | Sep 2021 | ||
| Farmers & Merchants Trust Co of Long Beach | 18k | $1.1M | 27% | Sep 2021 | ||
| Creative Planning | 17k | $1.0M | 81% | Sep 2021 | ||
| Elm Advisors | 17k | $1.0M | 0% | Dec 2021 | ||
| Monterey Private Wealth | 17k | $1.0M | 100% | Dec 2021 | ||
| Aj Wealth Strategies | 16k | $1.0M | 0% | Sep 2021 | ||
| Winfield Associates | 16k | $1.0M | 0% | Sep 2021 | ||
| Bristlecone Advisors | 16k | $975k | -18% | Dec 2021 | ||
| McNaughton Wealth Management | 16k | $958k | 7% | Dec 2021 | ||
| Financial Management Network | 15k | $954k | -22% | Dec 2021 | ||
| HighTower Advisors | 15k | $932k | -5% | Sep 2021 | ||
| Old Mission Capital | 15k | $929k | 100% | Sep 2021 | ||
| Fisher Investments | 15k | $919k | 0% | Sep 2021 | ||
| YCMNET Advisors | 15k | $897k | 3% | Sep 2021 | ||
| Financial Network Investment Corporation | 13k | $826k | -15% | Sep 2021 | ||
| Private Asset Management | 13k | $801k | 100% | Sep 2021 | ||
| Cetera Investment Advisers | 13k | $781k | -15% | Sep 2021 | ||
| Raymond James & Associates | 12k | $769k | 27% | Sep 2021 | ||
| Assetmark | 12k | $760k | 0% | Sep 2021 | ||
| Carl P. Sherr & Co | 12k | $759k | 0% | Sep 2021 | ||
| Nwam | 12k | $756k | -17% | Sep 2021 | ||
| Falcon Wealth Planning | 12k | $750k | 31% | Sep 2021 | ||
| H D Vest Advisory Services | 11k | $685k | 0% | Sep 2021 | ||
| Kingsview Wealth Management | 11k | $682k | -4% | Sep 2021 | ||
| Stifel Financial | 11k | $654k | 0% | Sep 2021 | ||
| Litman Gregory Asset Management | 9.7k | $602k | 1504% | Sep 2021 | ||
| Rsm Us Wealth Management | 9.6k | $597k | 0% | Sep 2021 | ||
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 9.6k | $596k | -23% | Sep 2021 | ||
| Integrated Wealth Concepts | 9.1k | $564k | -3% | Sep 2021 | ||
| Perkins Coie Trust | 9.0k | $561k | 0% | Dec 2021 | ||
| Emery Howard Portfolio Management | 8.9k | $554k | 1% | Dec 2021 | ||
| Fca Corp | 8.7k | $543k | 0% | Sep 2021 | ||
| Intelligence Driven Advisers | 8.7k | $538k | 100% | Dec 2021 | ||
| Wedbush Morgan Securities | 8.7k | $542k | 0% | Dec 2021 | ||
| Captrust Financial Advisors | 8.6k | $532k | 8% | Sep 2021 | ||
| IMPACTfolio | 8.3k | $516k | 100% | Dec 2021 | ||
| Affinity Capital Advisors | 8.3k | $514k | 8% | Sep 2021 | ||
| Stratos Wealth Partners | 8.1k | $507k | 100% | Dec 2021 | ||
| Change Path | 7.9k | $488k | -3% | Sep 2021 | ||
| JustInvest | 7.6k | $471k | -5% | Sep 2021 | ||
| Reilly Financial Advisors | 7.5k | $467k | -2% | Sep 2021 | ||
| Laurel Wealth Advisors | 7.4k | $457k | -29% | Sep 2021 | ||
| Eagle Ridge Investment Management | 7.3k | $457k | 0% | Dec 2021 | ||
| Tru Independence Asset Management 2 | 7.3k | $452k | 100% | Dec 2021 | ||
| Perennial Investment Advisors | 7.2k | $449k | 0% | Sep 2021 | ||
| Private Advisor | 6.9k | $428k | 94% | Sep 2021 | ||
| Brighton Jones | 6.9k | $426k | 0% | Sep 2021 | ||
| Weaver Consulting Group | 6.8k | $424k | 0% | Sep 2021 | ||
| Clifford Swan Investment Counsel | 6.8k | $419k | 0% | Sep 2021 | ||
| White Lighthouse Investment Management | 6.6k | $410k | 3% | Dec 2021 | ||
| Mattern Capital Management | 6.6k | $407k | 35% | Sep 2021 | ||
| 55i | 6.5k | $406k | 0% | Sep 2021 | ||
| D.A. Davidson & Co. | 6.5k | $404k | 58% | Sep 2021 | ||
| Orion Portfolio Solutions | 6.5k | $404k | -3% | Sep 2021 | ||
| Titus Wealth Management | 6.4k | $400k | 0% | Sep 2021 | ||
| Raymond James Financial Services Advisors | 6.4k | $397k | 0% | Sep 2021 | ||
| Columbia Trust Co 01012016 | 6.3k | $391k | 0% | Dec 2021 | ||
| Willow Creek Wealth Management | 6.2k | $382k | 0% | Sep 2021 | ||
| Kestra Advisory Services | 5.8k | $364k | 3% | Dec 2021 | ||
| Spectrum Asset Management | 5.7k | $351k | 0% | Sep 2021 | ||
| Coconut Grove Bank | 5.6k | $348k | 0% | Sep 2021 | ||
| Meritage Portfolio Management | 5.6k | $345k | 0% | Sep 2021 | ||
| Mid Atlantic Financial Management | 5.5k | $342k | 0% | Sep 2021 | ||
| Freestone Capital Holdings | 5.4k | $337k | 100% | Sep 2021 | ||
| Wunderlich Securities | 5.2k | $323k | 100% | Sep 2021 | ||
| Caprin Asset Management | 5.2k | $323k | 0% | Sep 2021 | ||
| Calton & Associates | 4.8k | $301k | 0% | Dec 2021 | ||
| Wick Capital Partners | 4.8k | $299k | 100% | Dec 2021 | ||
| Sonata Capital | 4.6k | $287k | 0% | Sep 2021 | ||
| Seaward Management Limited Partnership | 4.6k | $286k | 0% | Sep 2021 | ||
| Eclectic Associates | 4.6k | $284k | 100% | Dec 2021 | ||
| Gould Asset Management | 4.4k | $271k | -6% | Sep 2021 | ||
| Equitable Holdings | 4.3k | $270k | 100% | Sep 2021 | ||
| Two Sigma Securities | 4.2k | $263k | 100% | Sep 2021 | ||
| EPG Wealth Management | 4.2k | $262k | 0% | Sep 2021 | ||
| Joel Isaacson & Co | 4.1k | $257k | 0% | Dec 2021 | ||
| Mission Creek Capital Partners | 4.0k | $248k | 0% | Sep 2021 | ||
| Financial Advocates Investment Management | 3.8k | $236k | -8% | Sep 2021 | ||
Who sold out of iShares S&P Cal AMTFr Mncpl Bnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Parallel Advisors | Sep 2021 | 78k | $4.8M |
| Brookstone Capital Management | Sep 2021 | 71k | $4.4M |
| Beacon Pointe Advisors | Jun 2021 | 24k | $1.5M |
| Renaissance Technologies | Jun 2021 | 14k | $878k |
| Deutsche Bank Aktiengesellschaft | Jun 2021 | 6.9k | $432k |
| Bank of New York Mellon | Jun 2021 | 5.8k | $529k |
| Arkadios Wealth Advisors | Jun 2021 | 4.2k | $263k |
| Cairn Investment Group | Jun 2021 | 4.0k | $251k |