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 |