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
Download as csv

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 | 6.4M | $359M | 19% | Dec 2022 | ||
Bank of America Corporation | 1.6M | $91M | 30% | Dec 2022 | ||
Morgan Stanley | 1.5M | $84M | -23% | Dec 2022 | ||
Bailard | 671k | $38M | 63% | Dec 2022 | ||
Mariner Wealth Advisors | 662k | $37M | 6% | Dec 2022 | ||
Northwestern Mutual Wealth Management Company | 657k | $37M | 100% | Dec 2022 | ||
Envestnet Asset Management | 576k | $32M | 24% | Dec 2022 | ||
Miracle Mile Advisors | 495k | $28M | 367% | Dec 2022 | ||
Stratos Wealth Partners | 492k | $28M | 100% | Dec 2022 | ||
Slow Capital | 489k | $27M | 14% | Dec 2022 | ||
Brio Consultants | 475k | $27M | 6% | Dec 2022 | ||
Setup an alertWant to be notified whenever an investor makes a significant change to their holdings of iShares S&P Cal AMTFr Mncpl Bnd? |
||||||
FMR | 456k | $26M | 68% | Dec 2022 | ||
UBS Group | 349k | $20M | 51% | Dec 2022 | ||
Wells Fargo & Company | 345k | $19M | 33% | Dec 2022 | ||
Adviser Investments | 333k | $19M | 303% | Dec 2022 | ||
LPL Financial | 323k | $18M | -33% | Dec 2022 | ||
Mercer Global Advisors | 300k | $17M | 3% | Dec 2022 | ||
Orin Green Financial | 298k | $17M | -4% | Dec 2022 | ||
BlackRock | 289k | $16M | 1206% | Dec 2022 | ||
Manhattan West Asset Management | 280k | $16M | 97% | Dec 2022 | ||
Us Bancorp | 266k | $15M | 13129% | Dec 2022 | ||
EP Wealth Advisors | 262k | $14M | -32% | Sep 2022 | ||
Assetmark | 248k | $14M | -7% | Dec 2022 | ||
Alliancebernstein | 227k | $13M | 123% | Dec 2022 | ||
Opes Wealth Management | 216k | $12M | 9% | Dec 2022 | ||
Jane Street | 191k | $11M | 46% | Dec 2022 | ||
Pure Financial Advisors | 184k | $10M | -8% | Dec 2022 | ||
Raymond James Financial Services Advisors | 177k | $9.9M | 47% | Dec 2022 | ||
Financial Connections Group | 174k | $9.8M | -8% | Dec 2022 | ||
Wealthsource Partners | 173k | $9.7M | -37% | Dec 2022 | ||
Bank of the West | 171k | $9.6M | 273% | Dec 2022 | ||
First Foundation Advisors | 168k | $9.4M | 31% | Dec 2022 | ||
Captrust Financial Advisors | 165k | $9.3M | 493% | Dec 2022 | ||
Ameriprise Financial | 155k | $8.9M | -47% | Dec 2022 | ||
Creative Planning | 151k | $8.5M | 47% | Dec 2022 | ||
United Capital Financial Advisers | 142k | $8.0M | 72% | Dec 2022 | ||
Mission Wealth Management | 137k | $7.7M | -40% | Dec 2022 | ||
Renaissance Technologies | 126k | $7.1M | 100% | Dec 2022 | ||
Sei Investments | 119k | $6.7M | 69% | Dec 2022 | ||
Kayne Anderson Rudnick Investment Management | 115k | $6.3M | 3% | Sep 2022 | ||
Navalign | 107k | $6.0M | 9% | Dec 2022 | ||
Beacon Pointe Advisors | 103k | $5.8M | 2% | Dec 2022 | ||
Commonwealth Equity Services | 102k | $5.7M | -14% | Dec 2022 | ||
Cetera Investment Advisers | 100k | $5.6M | 651% | Dec 2022 | ||
Strategic Wealth Advisors | 95k | $5.2M | -6% | Sep 2022 | ||
Lodestar Private Asset Management | 93k | $5.2M | 100% | Dec 2022 | ||
Advisor Group Holdings | 91k | $5.1M | 17% | Dec 2022 | ||
Deutsche Bank Aktiengesellschaft | 83k | $4.6M | 0% | Dec 2022 | ||
Betterment | 77k | $4.3M | 35% | Dec 2022 | ||
Leisure Capital Management | 77k | $4.3M | 1150% | Dec 2022 | ||
Financial Network Investment Corporation | 76k | $4.3M | 462% | Dec 2022 | ||
Whittier Trust | 75k | $4.2M | 323% | Dec 2022 | ||
Aj Wealth Strategies | 73k | $4.1M | 382% | Dec 2022 | ||
Spinnaker Investment Group | 72k | $4.1M | 2% | Dec 2022 | ||
Flow Traders US | 70k | $3.9M | -73% | Dec 2022 | ||
Creative Capital Management Investments | 70k | $3.9M | 100% | Dec 2022 | ||
Atria Wealth Solutions | 61k | $3.4M | 1% | Dec 2022 | ||
Warren Street Wealth Advisors | 60k | $3.4M | 9% | Dec 2022 | ||
Dynamic Advisors Solutions | 59k | $3.3M | 14% | Dec 2022 | ||
Fairview Capital Investment Management | 57k | $3.2M | 347% | Dec 2022 | ||
Old Mission Capital | 56k | $3.1M | 275% | Dec 2022 | ||
Omega Financial Group | 53k | $3.0M | -12% | Dec 2022 | ||
Pacific Capital Wealth Advisors | 51k | $2.8M | -28% | Dec 2022 | ||
Lido Advisors | 50k | $2.8M | 100% | Dec 2022 | ||
Evanson Asset Management | 50k | $2.8M | 0% | Dec 2022 | ||
Steel Peak Wealth Management | 50k | $2.8M | -1% | Dec 2022 | ||
Freestone Capital Holdings | 49k | $2.8M | -15% | Dec 2022 | ||
Towerpoint Wealth | 48k | $2.7M | 172% | Dec 2022 | ||
HighTower Advisors | 41k | $2.3M | 132% | Dec 2022 | ||
First American Trust | 41k | $2.3M | -27% | Dec 2022 | ||
Royal Bank of Canada | 38k | $2.2M | -6% | Dec 2022 | ||
Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 37k | $2.1M | -3% | Dec 2022 | ||
Parallel Advisors | 36k | $2.0M | 16% | Dec 2022 | ||
Running Point Capital Advisors | 35k | $2.0M | 22% | Dec 2022 | ||
Safeguard Investment Advisory Group | 35k | $2.0M | -5% | Dec 2022 | ||
Evergreen Capital Management | 35k | $2.0M | 11% | Dec 2022 | ||
Eclectic Associates | 35k | $1.9M | 656% | Dec 2022 | ||
Curtis Advisory Group | 33k | $1.9M | 4% | Dec 2022 | ||
Covington Capital Management | 33k | $1.8M | 3% | Sep 2022 | ||
Journey Strategic Wealth | 32k | $1.8M | 100% | Dec 2022 | ||
HPM Partners | 32k | $1.8M | 252% | Dec 2022 | ||
Rinkey Investments | 31k | $1.8M | 38% | Dec 2022 | ||
Lincoln National | 31k | $1.7M | -52% | Dec 2022 | ||
RHS Financial | 29k | $1.6M | -8% | Dec 2022 | ||
Gould Asset Management | 29k | $1.6M | 109% | Dec 2022 | ||
London & Capital Asset Management | 27k | $1.5M | 0% | Dec 2022 | ||
Caerus Investment Advisors | 26k | $1.5M | 0% | Dec 2022 | ||
McNaughton Wealth Management | 26k | $1.5M | -7% | Dec 2022 | ||
Vivaldi Capital Management | 26k | $1.4M | 41% | Dec 2022 | ||
Boltwood Capital Management | 25k | $1.4M | -5% | Dec 2022 | ||
Westside Investment Management | 24k | $1.4M | 55% | Dec 2022 | ||
Goss Wealth Management | 24k | $1.4M | -11% | Dec 2022 | ||
Portfolio Solutions | 24k | $1.3M | 3% | Sep 2022 | ||
Principal Financial Group | 23k | $1.3M | 0% | Dec 2022 | ||
HCR Wealth Advisors | 23k | $1.3M | 3% | Dec 2022 | ||
Personal Capital Advisors | 21k | $1.2M | 0% | Dec 2022 | ||
Private Ocean | 21k | $1.2M | 1385% | Dec 2022 | ||
Merriman Wealth Management | 21k | $1.2M | 89% | Dec 2022 | ||
Traverso Chambers Private Wealth Management | 20k | $1.1M | 0% | Dec 2022 | ||
H D Vest Advisory Services | 20k | $1.1M | 1% | Dec 2022 | ||
Wealthfront Advisers | 19k | $1.1M | 207% | Dec 2022 | ||
VERITY Wealth Advisors | 19k | $1.1M | 0% | Dec 2022 | ||
Client First Capital | 18k | $996k | -6% | Dec 2022 | ||
Private Asset Management | 17k | $948k | 22% | Dec 2022 | ||
Buckingham Asset Management | 16k | $899k | -43% | Dec 2022 | ||
Parcion Private Wealth | 15k | $856k | -53% | Dec 2022 | ||
Apella Capital | 15k | $851k | -16% | Dec 2022 | ||
Coldstream Capital Management | 15k | $843k | 77% | Dec 2022 | ||
Susquehanna International | 14k | $769k | -58% | Dec 2022 | ||
KWB Wealth | 14k | $758k | 0% | Dec 2022 | ||
Integris Wealth Management | 13k | $752k | 100% | Dec 2022 | ||
Summit Wealth & Retirement Planning | 13k | $744k | -28% | Dec 2022 | ||
Hsbc Holdings | 13k | $731k | 100% | Dec 2022 | ||
One Capital Management | 13k | $728k | 0% | Dec 2022 | ||
Change Path | 13k | $719k | 100% | Dec 2022 | ||
Carl P. Sherr & Co | 13k | $714k | -5% | Dec 2022 | ||
ValMark Advisers | 13k | $708k | 0% | Dec 2022 | ||
Peninsula Wealth | 12k | $696k | -37% | Dec 2022 | ||
Tillman Hartley | 12k | $693k | 100% | Dec 2022 | ||
Raymond James & Associates | 12k | $689k | -50% | Dec 2022 | ||
Kingsview Wealth Management | 12k | $671k | -4% | Dec 2022 | ||
Cresset Asset Management | 12k | $668k | 100% | Dec 2022 | ||
Allspring Global Investments Holdings | 12k | $665k | 887% | Dec 2022 | ||
CLS Investments | 11k | $642k | 100% | Dec 2022 | ||
Resources Investment Advisors | 11k | $640k | 100% | Dec 2022 | ||
Eagle Ridge Investment Management | 11k | $626k | 0% | Dec 2022 | ||
Van Strum & Towne | 11k | $623k | -21% | Dec 2022 | ||
Life Planning Partners | 11k | $601k | 100% | Sep 2022 | ||
Motley Fool Wealth Management | 11k | $590k | 20% | Dec 2022 | ||
Goldman Sachs Group | 10k | $564k | -48% | Dec 2022 | ||
Cambridge Investment Research Advisors | 9.6k | $539k | -5% | Dec 2022 | ||
Fisher Investments | 9.5k | $532k | -19% | Dec 2022 | ||
National Asset Management | 9.4k | $525k | 3% | Dec 2022 | ||
Orion Portfolio Solutions | 9.2k | $516k | 100% | Dec 2022 | ||
SageView Advisory Group | 9.0k | $507k | 100% | Dec 2022 | ||
Wealthcare Advisory Partners | 9.0k | $506k | 139% | Dec 2022 | ||
Perkins Coie Trust | 9.0k | $505k | 0% | Dec 2022 | ||
Bank of Stockton Trust & Investment | 8.9k | $502k | 100% | Dec 2022 | ||
Financial Management Network | 8.8k | $501k | -34% | Dec 2022 | ||
Wedbush Morgan Securities | 8.5k | $478k | 30% | Dec 2022 | ||
Alpha Cubed Investments | 8.5k | $476k | -49% | Dec 2022 | ||
Merit Financial Group | 8.4k | $471k | 0% | Dec 2022 | ||
Waypoint Wealth Partners | 8.2k | $459k | -89% | Dec 2022 | ||
Nwam | 7.8k | $440k | 1% | Dec 2022 | ||
Taylor, Cottrill, Erickson & Associates | 7.8k | $435k | 96% | Dec 2022 | ||
Mattern Capital Management | 7.5k | $423k | -8% | Dec 2022 | ||
Falcon Wealth Planning | 7.5k | $420k | -1% | Dec 2022 | ||
Fca Corp | 7.3k | $410k | -1% | Dec 2022 | ||
Prospera Financial Services | 7.3k | $409k | -51% | Dec 2022 | ||
Tru Independence Asset Management 2 | 7.3k | $393k | 0% | Sep 2022 | ||
Stifel Financial | 6.4k | $359k | -20% | Dec 2022 | ||
Mml Investors Services | 6.1k | $343k | -83% | Dec 2022 | ||
Blue Zone Wealth Advisors | 5.4k | $303k | -63% | Dec 2022 | ||
Silicon Valley Capital Partners | 5.00 | $269.000000 | -100% | Dec 2022 |
Who sold out of iShares S&P Cal AMTFr Mncpl Bnd?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
UnionBanCal Corporation | Sep 2022 | 194k | $11M |
YCMNET Advisors | Sep 2022 | 24k | $1.3M |
JustInvest | Sep 2022 | 11k | $601k |