Who owns iShares S&P Cal AMTFr Mncpl Bnd Fd?
- Ticker: CMF
- CUSIP Number: 464288356
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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 | ||
---|---|---|---|---|---|---|
Charles Schwab Investment Advisory | 4.3M | $253M | -28% | Mar 2022 | ||
Morgan Stanley | 1.9M | $129M | 100% | Mar 2022 | ||
Jane Street | 1.8M | $102M | 523% | Mar 2022 | ||
FMR | 1.3M | $78M | 100% | Mar 2022 | ||
LPL Financial | 576k | $34M | 100% | Mar 2022 | ||
Slow Capital | 546k | $32M | 41% | Mar 2022 | ||
Leisure Capital Management | 448k | $25M | 100% | Jun 2022 | ||
EP Wealth Advisors | 370k | $22M | 49% | Mar 2022 | ||
Wells Fargo & Company | 268k | $16M | -9% | Mar 2022 | ||
UBS Group | 267k | $16M | -10% | Mar 2022 | ||
Orin Green Financial | 264k | $15M | 612% | Jun 2022 | ||
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Mission Wealth Management | 234k | $13M | -75% | Jun 2022 | ||
Pure Financial Advisors | 200k | $11M | -23% | Jun 2022 | ||
Ameriprise Financial | 199k | $12M | -8% | Mar 2022 | ||
Envestnet Asset Management | 178k | $10M | 5% | Mar 2022 | ||
Mercer Global Advisors | 171k | $10M | -1% | Mar 2022 | ||
UnionBanCal Corporation | 168k | $9.8M | -8% | Mar 2022 | ||
Opes Wealth Management | 148k | $8.6M | 26% | Mar 2022 | ||
Towerpoint Wealth | 130k | $7.6M | 1% | Mar 2022 | ||
Mariner Wealth Advisors | 129k | $7.5M | -25% | Mar 2022 | ||
Commonwealth Equity Services | 114k | $6.4M | -14% | Jun 2022 | ||
Kayne Anderson Rudnick Investment Management | 114k | $6.6M | -6% | Mar 2022 | ||
First Foundation Advisors | 105k | $6.1M | -4% | Mar 2022 | ||
Strategic Wealth Advisors | 104k | $6.1M | -7% | Mar 2022 | ||
Captrust Financial Advisors | 100k | $5.8M | 29% | Mar 2022 | ||
Bailard | 99k | $5.6M | -77% | Jun 2022 | ||
Miracle Mile Advisors | 96k | $5.4M | -72% | Jun 2022 | ||
Navalign | 95k | $5.3M | 100% | Jun 2022 | ||
Adviser Investments | 82k | $4.6M | 100% | Jun 2022 | ||
Betterment | 77k | $4.5M | -13% | Mar 2022 | ||
Pacific Capital Wealth Advisors | 71k | $4.1M | 2% | Mar 2022 | ||
Steel Peak Wealth Management | 65k | $3.8M | -2% | Mar 2022 | ||
Financial Connections Group | 64k | $3.6M | 367% | Jun 2022 | ||
Bank of the West | 62k | $3.6M | -1% | Mar 2022 | ||
Warren Street Wealth Advisors | 58k | $3.3M | 49% | Jun 2022 | ||
Portfolio Solutions | 58k | $3.4M | -49% | Mar 2022 | ||
Lincoln National | 53k | $3.1M | 11% | Mar 2022 | ||
Spinnaker Investment Group | 53k | $3.0M | 2% | Jun 2022 | ||
Safeguard Investment Advisory Group | 51k | $3.0M | 0% | Jun 2022 | ||
Dynamic Advisors Solutions | 50k | $2.8M | 421% | Jun 2022 | ||
First American Trust | 50k | $2.8M | 9% | Jun 2022 | ||
Omega Financial Group | 46k | $2.6M | -41% | Jun 2022 | ||
Advisor Group Holdings | 44k | $2.5M | 11% | Mar 2022 | ||
Evanson Asset Management | 43k | $2.4M | 0% | Jun 2022 | ||
Freestone Capital Holdings | 42k | $2.4M | 100% | Mar 2022 | ||
Wealthsource Partners | 39k | $2.3M | -5% | Mar 2022 | ||
Blue Zone Wealth Advisors | 37k | $2.1M | -3% | Jun 2022 | ||
Fairview Capital Investment Management | 37k | $2.1M | -5% | Mar 2022 | ||
Atlas Capital Advisors | 36k | $2.1M | 12% | Mar 2022 | ||
Flow Traders US | 36k | $2.1M | 172% | Mar 2022 | ||
Prospera Financial Services | 36k | $2.1M | 8% | Mar 2022 | ||
Parallel Advisors | 35k | $2.0M | -55% | Mar 2022 | ||
RHS Financial | 35k | $2.0M | 41% | Jun 2022 | ||
Silicon Valley Capital Partners | 33k | $1.9M | -2% | Jun 2022 | ||
Boltwood Capital Management | 33k | $1.8M | -49% | Jun 2022 | ||
Covington Capital Management | 32k | $1.8M | -1% | Jun 2022 | ||
Mml Investors Services | 29k | $1.7M | 0% | Mar 2022 | ||
United Capital Financial Advisers | 28k | $1.6M | 4% | Mar 2022 | ||
Creative Planning | 28k | $1.6M | 414% | Mar 2022 | ||
London & Capital Asset Management | 28k | $1.6M | 0% | Mar 2022 | ||
Peninsula Wealth | 27k | $1.6M | -10% | Mar 2022 | ||
McNaughton Wealth Management | 27k | $1.5M | 47% | Jun 2022 | ||
Caerus Investment Advisors | 26k | $1.5M | 54% | Jun 2022 | ||
Parcion Private Wealth | 26k | $1.5M | -33% | Mar 2022 | ||
Beacon Pointe Advisors | 25k | $1.5M | 147% | Mar 2022 | ||
HCR Wealth Advisors | 25k | $1.4M | 6% | Mar 2022 | ||
YCMNET Advisors | 24k | $1.3M | 0% | Jun 2022 | ||
Vivaldi Capital Management | 23k | $1.3M | -72% | Mar 2022 | ||
Raymond James & Associates | 23k | $1.3M | 7% | Mar 2022 | ||
Summit Wealth & Retirement Planning | 22k | $1.3M | -20% | Mar 2022 | ||
Curtis Advisory Group | 22k | $1.3M | -9% | Mar 2022 | ||
Personal Capital Advisors | 21k | $1.2M | 2% | Jun 2022 | ||
Alliancebernstein | 20k | $1.2M | 100% | Mar 2022 | ||
Traverso Chambers Private Wealth Management | 20k | $1.2M | 0% | Jun 2022 | ||
HighTower Advisors | 20k | $1.2M | 23% | Mar 2022 | ||
One Capital Management | 20k | $1.1M | -16% | Mar 2022 | ||
Client First Capital | 19k | $1.1M | 0% | Jun 2022 | ||
VERITY Wealth Advisors | 19k | $1.1M | 0% | Jun 2022 | ||
Apella Capital | 18k | $1.0M | 0% | Jun 2022 | ||
Winfield Associates | 18k | $1.1M | 0% | Mar 2022 | ||
Whittier Trust | 18k | $1.0M | -21% | Jun 2022 | ||
Seldon Capital | 18k | $1.0M | -70% | Mar 2022 | ||
Elm Advisors | 17k | $976k | 0% | Mar 2022 | ||
Van Strum & Towne | 17k | $966k | -14% | Mar 2022 | ||
Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 16k | $943k | 54% | Mar 2022 | ||
Alpha Cubed Investments | 16k | $887k | -18% | Jun 2022 | ||
Fisher Investments | 16k | $901k | 0% | Mar 2022 | ||
Goldman Sachs Group | 15k | $887k | -55% | Mar 2022 | ||
Aj Wealth Strategies | 15k | $853k | -8% | Jun 2022 | ||
Topel & Distasi Wealth Management | 15k | $869k | 83% | Mar 2022 | ||
Financial Management Network | 15k | $841k | 15% | Jun 2022 | ||
Old Mission Capital | 14k | $838k | 100% | Mar 2022 | ||
Financial Network Investment Corporation | 14k | $791k | 0% | Mar 2022 | ||
Carl P. Sherr & Co | 13k | $758k | 0% | Mar 2022 | ||
Cetera Investment Advisers | 13k | $733k | -3% | Mar 2022 | ||
H D Vest Advisory Services | 11k | $642k | 0% | Mar 2022 | ||
Cambridge Investment Research Advisors | 11k | $620k | -31% | Jun 2022 | ||
Stifel Financial | 11k | $623k | 0% | Mar 2022 | ||
Raymond James Financial Services Advisors | 10k | $595k | 62% | Mar 2022 | ||
Rsm Us Wealth Management | 9.7k | $564k | 0% | Mar 2022 | ||
Susquehanna International | 9.3k | $541k | 158% | Mar 2022 | ||
Perkins Coie Trust | 9.0k | $508k | 0% | Jun 2022 | ||
Mattern Capital Management | 8.9k | $517k | 39% | Mar 2022 | ||
Wedbush Morgan Securities | 8.5k | $481k | -2% | Jun 2022 | ||
Golden State Wealth Management | 8.5k | $493k | 140% | Mar 2022 | ||
Nwam | 8.4k | $486k | 1% | Mar 2022 | ||
Fca Corp | 8.0k | $466k | 0% | Mar 2022 | ||
ValMark Advisers | 7.9k | $457k | 100% | Mar 2022 | ||
Falcon Wealth Planning | 7.6k | $428k | -18% | Jun 2022 | ||
Westside Investment Management | 7.6k | $426k | -69% | Jun 2022 | ||
Eagle Ridge Investment Management | 7.5k | $421k | 2% | Jun 2022 | ||
Rinkey Investments | 7.4k | $417k | -5% | Mar 2022 | ||
Gould Asset Management | 7.3k | $427k | 33% | Mar 2022 | ||
Tru Independence Asset Management 2 | 7.3k | $422k | 0% | Mar 2022 | ||
Perennial Investment Advisors | 7.2k | $421k | 0% | Mar 2022 | ||
Bristlecone Advisors | 7.2k | $405k | -14% | Jun 2022 | ||
HB Wealth Management | 7.1k | $400k | 0% | Jun 2022 | ||
Private Asset Management | 6.9k | $390k | 41% | Jun 2022 | ||
Brighton Jones | 6.9k | $387k | 0% | Jun 2022 | ||
Clifford Swan Investment Counsel | 6.8k | $383k | 0% | Jun 2022 | ||
National Asset Management | 6.7k | $393k | -87% | Mar 2022 | ||
Titus Wealth Management | 6.5k | $376k | 0% | Mar 2022 | ||
Gemmer Asset Management | 6.4k | $364k | 688% | Jun 2022 | ||
Weaver Consulting Group | 6.3k | $355k | 0% | Jun 2022 | ||
Willow Creek Wealth Management | 6.2k | $358k | 0% | Mar 2022 | ||
Bnp Paribas Arbitrage, Snc | 6.1k | $358k | -23% | Mar 2022 | ||
Two Sigma Securities | 6.1k | $357k | 100% | Mar 2022 | ||
Change Path | 6.1k | $353k | -9% | Mar 2022 | ||
Christopher Weil & Company | 5.9k | $340k | 100% | Mar 2022 | ||
Kestra Advisory Services | 5.8k | $340k | 0% | Mar 2022 | ||
Sei Investments | 5.8k | $337k | -85% | Mar 2022 | ||
Meritage Portfolio Management | 5.6k | $314k | 0% | Jun 2022 | ||
Glassman Wealth Services | 5.2k | $295k | 0% | Jun 2022 | ||
Caprin Asset Management | 5.2k | $303k | 0% | Mar 2022 | ||
Jpmorgan Chase & Co | 5.0k | $291k | 0% | Mar 2022 | ||
Tocqueville Asset Management | 5.0k | $291k | 100% | Mar 2022 | ||
Wunderlich Securities | 4.8k | $282k | -6% | Mar 2022 | ||
Columbia Trust Co 01012016 | 4.7k | $263k | 0% | Jun 2022 | ||
Sonata Capital | 4.6k | $269k | 0% | Mar 2022 | ||
Eclectic Associates | 4.6k | $257k | 0% | Jun 2022 | ||
Perigon Wealth Management | 4.3k | $252k | 8% | Mar 2022 | ||
EPG Wealth Management | 4.3k | $247k | 0% | Mar 2022 | ||
Equitable Holdings | 4.0k | $233k | -8% | Mar 2022 | ||
White Lighthouse Investment Management | 4.0k | $226k | -6% | Jun 2022 | ||
Mission Creek Capital Partners | 4.0k | $233k | 0% | Mar 2022 | ||
HBW Advisory Services | 4.0k | $225k | 5% | Jun 2022 | ||
Taylor, Cottrill, Erickson & Associates | 4.0k | $223k | 100% | Jun 2022 | ||
Wealthfront Advisers | 3.9k | $222k | 100% | Jun 2022 | ||
Financial Advocates Investment Management | 3.9k | $227k | 2% | Mar 2022 | ||
JustInvest | 3.8k | $224k | -49% | Mar 2022 | ||
Bradley & Co. Private Wealth Management | 3.8k | $216k | -85% | Jun 2022 | ||
Forum Financial Management | 3.8k | $221k | 0% | Mar 2022 | ||
55i | 3.7k | $218k | -35% | Mar 2022 | ||
Wealthcare Advisory Partners | 3.7k | $217k | 0% | Mar 2022 | ||
Rockefeller Capital Management | 3.7k | $215k | 360% | Mar 2022 | ||
Integrated Wealth Concepts | 3.7k | $213k | -29% | Mar 2022 | ||
Trustcore Financial Services | 3.6k | $202k | 0% | Jun 2022 | ||
Calton & Associates | 3.5k | $200k | -3% | Jun 2022 | ||
HPM Partners | 3.5k | $205k | -73% | Mar 2022 | ||
Summit Investment Advisors | 3.3k | $192k | -4% | Mar 2022 | ||
Main Management | 3.0k | $175k | 0% | Mar 2022 | ||
Pnc Financial Services | 2.9k | $166k | 0% | Mar 2022 | ||
Cardiff Park Advisors | 2.8k | $162k | 0% | Mar 2022 |
Who sold out of iShares S&P Cal AMTFr Mncpl Bnd?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Bank of America Corporation | Dec 2021 | 1.4M | $86M |
Stratos Wealth Partners | Mar 2022 | 131k | $7.6M |
Aries Wealth Management | Mar 2022 | 78k | $4.5M |
Karp Capital Management | Mar 2022 | 56k | $3.3M |
Principal Financial Group | Dec 2021 | 54k | $3.4M |
CLS Investments | Mar 2022 | 36k | $2.1M |
IMPACTfolio | Mar 2022 | 16k | $952k |
Laurel Wealth Advisors | Dec 2021 | 15k | $946k |
Assetmark | Dec 2021 | 12k | $769k |
Brio Consultants | Mar 2022 | 7.7k | $450k |
Orion Portfolio Solutions | Mar 2022 | 7.0k | $408k |
Integral Investment Advisors | Dec 2021 | 6.7k | $420k |
Farmers & Merchants Trust Co of Long Beach | Mar 2022 | 6.2k | $360k |
Coconut Grove Bank | Mar 2022 | 5.6k | $326k |
Wick Capital Partners | Dec 2021 | 4.8k | $299k |
D.A. Davidson & Co. | Mar 2022 | 4.8k | $277k |
Joel Isaacson & Co | Mar 2022 | 4.1k | $234k |
Lido Advisors | Dec 2021 | 3.3k | $206k |
Pathstone Family Office | Dec 2021 | 3.3k | $204k |
Dimension Capital Management Partners | Dec 2021 | 3.3k | $203k |