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 | 9.8M | $565M | 15% | Jun 2026 |
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| Sixth Street Partners Management Company | 9.8M | $565M | 100% | Jun 2026 |
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| Wealthfront Advisers | 7.3M | $419M | 17% | Jun 2026 |
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| Bank of America Corporation | 2.0M | $114M | 8% | Jun 2026 |
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| Facet Wealth | 1.8M | $101M | 11% | Jun 2026 |
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| FMR | 1.7M | $100M | -4% | Jun 2026 |
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| EP Wealth Advisors | 1.7M | $98M | 43% | Jun 2026 |
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| Syon Capital | 1.4M | $80M | 3% | Jun 2026 |
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| LPL Financial | 1.3M | $76M | 14% | Jun 2026 |
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| Envestnet Asset Management | 1.1M | $65M | 10% | Jun 2026 |
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| Bailard | 985k | $53M | -19% | Sep 2026 |
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| Mariner Wealth Advisors | 931k | $54M | 1% | Jun 2026 |
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| BlackRock | 866k | $50M | -2% | Jun 2026 |
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| Jpmorgan Chase & Co | 691k | $40M | 100% | Jun 2026 |
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| Wells Fargo & Company | 667k | $38M | 1% | Jun 2026 |
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| Tiaa-cref Individual & Institutional Services | 666k | $38M | 0% | Jun 2026 |
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| Mercer Global Advisors | 625k | $36M | -5% | Jun 2026 |
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| Royal Bank of Canada | 510k | $29M | 8% | Jun 2026 |
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| UBS Group | 503k | $29M | -5% | Jun 2026 |
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| Assetmark | 484k | $26M | 11% | Sep 2026 |
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| Guggenheim Capital, LLC Managers | 478k | $28M | 21% | Jun 2026 |
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| West Wealth Group | 477k | $26M | 24% | Sep 2026 |
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| Colony | 455k | $26M | 13% | Jun 2026 |
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| HPM Partners | 391k | $23M | 18% | Jun 2026 |
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| Captrust Financial Advisors | 378k | $22M | 6% | Jun 2026 |
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| Cetera Investment Advisers | 360k | $21M | -2% | Jun 2026 |
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| Sei Investments | 327k | $19M | 6% | Jun 2026 |
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| Manhattan West Asset Management | 325k | $19M | -18% | Jun 2026 |
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| First Foundation Advisors | 319k | $18M | -11% | Jun 2026 |
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| Alliancebernstein | 316k | $18M | -14% | Jun 2026 |
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| Adviser Investments | 314k | $18M | 0% | Jun 2026 |
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| Creative Planning | 300k | $16M | 10% | Sep 2026 |
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| Affinity Capital Advisors | 292k | $16M | 0% | Sep 2026 |
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| Orin Green Financial | 281k | $15M | -1% | Sep 2026 |
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| Betterment | 254k | $15M | 5% | Jun 2026 |
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| Rinkey Investments | 252k | $14M | -6% | Sep 2026 |
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| Myecfo | 244k | $13M | 1% | Sep 2026 |
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| Wedmont Private Capital | 243k | $13M | 71% | Sep 2026 |
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| RiverFront Investment Group | 241k | $14M | -1% | Jun 2026 |
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| Apella Capital | 236k | $13M | 15% | Sep 2026 |
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| Ameriprise Financial | 236k | $14M | -3% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 212k | $12M | 3% | Jun 2026 |
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| Pure Financial Advisors | 210k | $12M | 7% | Jun 2026 |
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| Advisor Group Holdings | 204k | $12M | 278% | Jun 2026 |
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| Navalign | 202k | $12M | 1% | Jun 2026 |
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| Brio Consultants | 200k | $12M | 2% | Jun 2026 |
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| Atlas Legacy Advisors | 198k | $11M | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 194k | $11M | -46% | Jun 2026 |
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| Beacon Pointe Advisors | 193k | $11M | -53% | Jun 2026 |
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| Jones Financial Companies, L.L | 185k | $11M | 14% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 175k | $9.5M | -10% | Sep 2026 |
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| Global Retirement Partners | 159k | $9.2M | 100% | Jun 2026 |
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| Raymond James Financial | 145k | $8.4M | 0% | Jun 2026 |
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| Sanctuary Advisors | 140k | $8.1M | 8% | Jun 2026 |
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| Resources Investment Advisors | 135k | $7.8M | 8% | Jun 2026 |
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| HighTower Advisors | 127k | $7.3M | 12% | Jun 2026 |
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| Mml Investors Services | 121k | $7.0M | 34% | Jun 2026 |
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| Slow Capital | 120k | $6.5M | -52% | Sep 2026 |
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| Garde Capital | 117k | $6.3M | 0% | Sep 2026 |
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| Freestone Capital Holdings | 115k | $6.6M | 33% | Jun 2026 |
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| Renaissance Technologies | 111k | $6.4M | 494% | Jun 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 103k | $5.6M | 3% | Sep 2026 |
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| Stonehage Fleming Financial Services Holdings | 102k | $5.9M | 0% | Jun 2026 |
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| First American Trust | 101k | $5.8M | -9% | Jun 2026 |
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| Ashton Thomas Private Wealth | 99k | $5.7M | 105% | Jun 2026 |
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| Thryve Wealth Management | 98k | $5.3M | 0% | Sep 2026 |
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| Deutsche Bank Aktiengesellschaft | 96k | $5.6M | 0% | Jun 2026 |
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| ValMark Advisers | 95k | $5.5M | 18% | Jun 2026 |
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| Fullerton Advisors | 95k | $5.1M | -4% | Sep 2026 |
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| Client First Capital | 93k | $5.0M | 0% | Sep 2026 |
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| Kayne Anderson Rudnick Investment Management | 92k | $5.3M | -10% | Jun 2026 |
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| NDWM | 92k | $5.3M | 2% | Jun 2026 |
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| Farther Finance Advisors | 88k | $4.7M | -32% | Sep 2026 |
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| Atomi Financial Group | 87k | $5.0M | -13% | Jun 2026 |
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| Elmwood Wealth Management | 82k | $4.4M | -1% | Sep 2026 |
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| Umpqua Bank | 81k | $4.4M | 0% | Sep 2026 |
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| Plan | 80k | $4.6M | 100% | Jun 2026 |
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| Ducere Wealth Management | 79k | $4.6M | -12% | Jun 2026 |
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| Fifth Third Bancorp | 78k | $4.5M | 11% | Jun 2026 |
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| Prime Capital Investment Advisors | 76k | $4.1M | 0% | Sep 2026 |
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| Cresset Asset Management | 72k | $4.2M | 324% | Jun 2026 |
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| Sand Hill Advisors | 71k | $4.1M | 2% | Jun 2026 |
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| Ehrlich Financial Group | 70k | $3.8M | 11% | Sep 2026 |
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| Westfuller Advisors | 70k | $4.0M | 1% | Jun 2026 |
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| Seek First | 68k | $3.7M | 36% | Sep 2026 |
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| Stifel Financial | 68k | $3.9M | 10% | Jun 2026 |
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| Rsm Us Wealth Management | 67k | $3.6M | -9% | Sep 2026 |
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| Summit Trail Advisors | 66k | $3.8M | 1% | Jun 2026 |
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| Lodestar Private Asset Management | 66k | $3.6M | 13% | Sep 2026 |
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| Commonwealth Equity Services | 65k | $3.5M | -51% | Sep 2026 |
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| One Capital Management | 63k | $3.6M | 0% | Jun 2026 |
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| Robertson Stephens Wealth Management | 62k | $3.4M | 865% | Sep 2026 |
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| Silver Oak Wealth Advisors Services | 61k | $3.5M | -9% | Jun 2026 |
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| Omega Financial Group | 57k | $3.1M | -4% | Sep 2026 |
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| Warren Street Wealth Advisors | 57k | $3.3M | 3% | Jun 2026 |
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| Quantinno Capital Management | 55k | $3.2M | 0% | Jun 2026 |
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| Goldman Sachs Group | 55k | $3.1M | 296% | Jun 2026 |
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| 21 West Wealth Management | 55k | $3.0M | 3% | Sep 2026 |
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| Ballast Rock Private Wealth | 55k | $2.9M | 1% | Sep 2026 |
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| O'shaughnessy Asset Management | 54k | $3.1M | -24% | Jun 2026 |
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| Savvy Advisors | 54k | $3.1M | 38% | Jun 2026 |
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| Heritage Wealth Management | 53k | $2.9M | -15% | Sep 2026 |
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| Integrated Wealth Concepts | 52k | $3.0M | 29% | Jun 2026 |
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| Mission Wealth Management | 52k | $2.8M | -29% | Sep 2026 |
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| MAI Wealth Advisors | 52k | $3.0M | -1% | Jun 2026 |
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| Flow Traders US | 52k | $3.0M | 100% | Jun 2026 |
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| Whittier Trust | 50k | $2.9M | -8% | Jun 2026 |
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| Vise Technologies | 49k | $2.7M | 14% | Sep 2026 |
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| WealthCollab | 49k | $2.8M | 5% | Jun 2026 |
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| Traveka Wealth | 48k | $2.6M | -2% | Sep 2026 |
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| Independent Financial Group | 48k | $2.6M | 464% | Sep 2026 |
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| Empower Advisory Group | 48k | $2.7M | 24% | Jun 2026 |
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| Aspiriant | 47k | $2.6M | 100% | Sep 2026 |
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| Wealth Enhancement Advisory Services | 44k | $2.4M | 114% | Sep 2026 |
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| Gould Asset Management | 44k | $2.5M | 3% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 43k | $2.5M | 113058% | Jun 2026 |
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| Bell Investment Advisors | 42k | $2.3M | 17% | Sep 2026 |
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| Merit Financial Group | 42k | $2.4M | 0% | Jun 2026 |
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| Evolve Private Wealth | 42k | $2.4M | 7% | Jun 2026 |
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| Perennial Investment Advisors | 40k | $2.3M | 36% | Jun 2026 |
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| Values Added Financial | 40k | $2.1M | 124% | Sep 2026 |
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| Private Advisor | 40k | $2.3M | 100% | Jun 2026 |
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| Fiduciary Financial Group | 38k | $2.1M | 26% | Sep 2026 |
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| Steel Peak Wealth Management | 38k | $2.0M | -7% | Sep 2026 |
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| Bank of Stockton Trust & Investment | 37k | $2.0M | -1% | Sep 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 37k | $2.0M | -17% | Sep 2026 |
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| Rockefeller Capital Management | 36k | $2.1M | 10% | Jun 2026 |
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| Conquis Financial | 36k | $2.1M | -1% | Jun 2026 |
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| Westside Investment Management | 36k | $1.9M | -21% | Sep 2026 |
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| Engineers Gate Manager | 34k | $2.0M | 100% | Jun 2026 |
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| Wedbush Morgan Securities | 34k | $1.8M | -4% | Sep 2026 |
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| Golden State Wealth Management | 34k | $1.8M | 87% | Sep 2026 |
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| Evergreen Capital Management | 33k | $1.8M | -3% | Sep 2026 |
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| Fairview Capital Investment Management | 33k | $1.9M | 0% | Jun 2026 |
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| SimpliFi | 32k | $1.7M | 1% | Sep 2026 |
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| Citadel Advisors | 32k | $1.8M | -21% | Jun 2026 |
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| Tiaa Trust, National Association | 32k | $1.8M | 16% | Jun 2026 |
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| Spinnaker Investment Group | 31k | $1.7M | 24% | Sep 2026 |
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| Clark Asset Management | 31k | $1.7M | 0% | Sep 2026 |
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| CI Private Wealth | 31k | $1.8M | 13% | Jun 2026 |
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| Hennion & Walsh Asset Management | 30k | $1.6M | 5% | Sep 2026 |
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| Pacific Capital Wealth Advisors | 30k | $1.6M | 201% | Sep 2026 |
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| Curtis Advisory Group | 29k | $1.6M | 2% | Sep 2026 |
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| FF Advisors | 29k | $1.5M | 67% | Sep 2026 |
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| YCMNET Advisors | 27k | $1.6M | -40% | Jun 2026 |
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| Davidson Investment Advisors | 26k | $1.4M | 0% | Sep 2026 |
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| Creative Capital Management Investments | 26k | $1.4M | 0% | Sep 2026 |
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| APS Management Group | 26k | $1.4M | -3% | Sep 2026 |
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| Keystone Global Partners | 25k | $1.4M | 13% | Sep 2026 |
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| Towerpoint Wealth | 25k | $1.4M | -8% | Sep 2026 |
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| McNaughton Wealth Management | 25k | $1.4M | 17% | Sep 2026 |
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| DeDora Capital | 23k | $1.3M | -46% | Sep 2026 |
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| Parallel Advisors | 23k | $1.3M | -12% | Jun 2026 |
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| Buckingham Strategic Partners | 20k | $1.2M | -19% | Jun 2026 |
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| Ieq Capital | 20k | $1.1M | -41% | Jun 2026 |
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| Goss Wealth Management | 18k | $1.0M | -44% | Jun 2026 |
|
Who sold out of iShares S&P Cal AMTFr Mncpl Bnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Axxcess Wealth Management | Jun 2026 | 175k | $10M |
| Jane Street | Mar 2026 | 173k | $9.8M |
| Allspring Global Investments Holdings | Mar 2026 | 37k | $2.1M |