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 | 10M | $578M | -7% | Mar 2025 |
|
| Wealthfront Advisers | 9.0M | $504M | 4263% | Mar 2025 |
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| FMR | 4.8M | $272M | -13% | Mar 2025 |
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| Syon Capital | 1.3M | $76M | 100% | Mar 2025 |
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| EP Wealth Advisors | 1.3M | $72M | -10% | Mar 2025 |
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| Bailard | 1.2M | $65M | 8% | Mar 2025 |
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| Jane Street | 1.0M | $58M | 100% | Mar 2025 |
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| Facet Wealth | 1.0M | $57M | -10% | Mar 2025 |
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| Mariner Wealth Advisors | 849k | $48M | -4% | Mar 2025 |
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| LPL Financial | 801k | $45M | -3% | Mar 2025 |
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| UBS Group | 721k | $41M | -9% | Mar 2025 |
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| Tiaa Trust, National Association | 557k | $31M | -7% | Mar 2025 |
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| First Foundation Advisors | 528k | $30M | -6% | Mar 2025 |
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| Jpmorgan Chase & Co | 493k | $28M | 4% | Mar 2025 |
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| Envestnet Asset Management | 469k | $26M | -3% | Mar 2025 |
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| Wells Fargo & Company | 452k | $25M | -31% | Mar 2025 |
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| Royal Bank of Canada | 435k | $25M | -3% | Mar 2025 |
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| Raub Brock Capital Management | 413k | $23M | 0% | Mar 2025 |
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| Orin Green Financial | 366k | $20M | -1% | Mar 2025 |
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| Assetmark | 359k | $20M | 9% | Mar 2025 |
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| Adviser Investments | 351k | $20M | -4% | Mar 2025 |
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| Brio Consultants | 339k | $19M | -18% | Mar 2025 |
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| Manhattan West Asset Management | 336k | $19M | 2% | Mar 2025 |
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| Slow Capital | 329k | $19M | 16% | Mar 2025 |
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| Mercer Global Advisors | 309k | $17M | -8% | Mar 2025 |
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| BlackRock | 254k | $14M | -32% | Mar 2025 |
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| Affinity Capital Advisors | 246k | $14M | 66% | Jun 2025 |
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| Susquehanna International | 246k | $14M | 100% | Mar 2025 |
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| Sei Investments | 245k | $14M | 4% | Mar 2025 |
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| Creative Planning | 243k | $14M | 35% | Mar 2025 |
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| HPM Partners | 236k | $13M | 6% | Mar 2025 |
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| Cetera Investment Advisers | 233k | $13M | 6% | Mar 2025 |
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| Myecfo | 227k | $13M | -1% | Jun 2025 |
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| West Wealth Group | 206k | $12M | 8% | Mar 2025 |
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| Captrust Financial Advisors | 206k | $12M | 36% | Mar 2025 |
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| Envestnet Portfolio Solutions | 205k | $12M | 12% | Mar 2025 |
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| Advisor Group Holdings | 204k | $12M | 63% | Mar 2025 |
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| Navalign | 198k | $11M | 31% | Mar 2025 |
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| Alliancebernstein | 197k | $11M | -30% | Mar 2025 |
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| Betterment | 195k | $11M | -8% | Mar 2025 |
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| Pure Financial Advisors | 192k | $11M | -3% | Jun 2025 |
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| Financial Connections Group | 192k | $11M | -17% | Mar 2025 |
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| Ameriprise Financial | 187k | $11M | -4% | Mar 2025 |
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| Raymond James Financial | 181k | $10M | -9% | Mar 2025 |
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| Resources Investment Advisors | 166k | $9.3M | -5% | Mar 2025 |
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| Commonwealth Equity Services | 160k | $9.0M | -4% | Mar 2025 |
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| Colony | 154k | $8.7M | 2% | Mar 2025 |
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| Certus Wealth Management | 142k | $7.9M | 1% | Mar 2025 |
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| Goss Wealth Management | 125k | $7.0M | -5% | Mar 2025 |
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| Kayne Anderson Rudnick Investment Management | 122k | $6.8M | -1% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 120k | $6.7M | -84% | Mar 2025 |
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| Miracle Mile Advisors | 120k | $6.7M | -2% | Mar 2025 |
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| Garde Capital | 119k | $6.6M | -3% | Jun 2025 |
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| Deutsche Bank Aktiengesellschaft | 116k | $6.5M | 0% | Mar 2025 |
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| CWM | 106k | $6.0M | 100% | Mar 2025 |
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| United Capital Financial Advisers | 101k | $5.7M | 18% | Mar 2025 |
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| Strive Asset Management | 101k | $5.7M | 100% | Mar 2025 |
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| Rsm Us Wealth Management | 100k | $5.6M | -3% | Mar 2025 |
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| Mission Wealth Management | 99k | $5.6M | -6% | Mar 2025 |
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| Client First Capital | 93k | $5.2M | 0% | Mar 2025 |
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| First American Trust | 89k | $5.0M | -16% | Mar 2025 |
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| Ehrlich Financial Group | 87k | $4.8M | -1% | Jun 2025 |
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| Prime Capital Investment Advisors | 84k | $4.7M | 5% | Mar 2025 |
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| Amara Financial | 79k | $4.5M | -17% | Mar 2025 |
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| Traveka Wealth | 75k | $4.2M | -4% | Jun 2025 |
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| Omega Financial Group | 75k | $4.2M | -1% | Mar 2025 |
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| Bell Investment Advisors | 74k | $4.2M | 15% | Mar 2025 |
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| Guggenheim Capital, LLC Managers | 73k | $4.1M | 48% | Mar 2025 |
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| Bank of Stockton Trust & Investment | 73k | $4.1M | -5% | Jun 2025 |
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| ValMark Advisers | 71k | $4.0M | 19% | Mar 2025 |
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| Freestone Capital Holdings | 69k | $3.9M | 3% | Mar 2025 |
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| CliftonLarsonAllen Wealth Advisors | 68k | $3.8M | 20% | Mar 2025 |
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| Elmwood Wealth Management | 65k | $3.7M | 0% | Mar 2025 |
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| Mml Investors Services | 65k | $3.7M | -14% | Mar 2025 |
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| Westfuller Advisors | 65k | $3.6M | 0% | Jun 2025 |
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| Lodestar Private Asset Management | 65k | $3.6M | -11% | Mar 2025 |
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| Us Bancorp | 60k | $3.4M | 6% | Mar 2025 |
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| Sontag Advisory | 59k | $3.3M | 151% | Mar 2025 |
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| Warren Street Wealth Advisors | 57k | $3.2M | 1% | Jun 2025 |
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| Atomi Financial Group | 56k | $3.1M | 2% | Mar 2025 |
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| Townsquare Capital | 56k | $3.1M | -2% | Mar 2025 |
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| Steel Peak Wealth Management | 56k | $3.1M | -2% | Mar 2025 |
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| Apella Capital | 55k | $3.1M | 29% | Jun 2025 |
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| HighTower Advisors | 55k | $3.1M | 27% | Mar 2025 |
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| Whittier Trust | 53k | $3.0M | -20% | Mar 2025 |
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| Blue Oak Capital | 51k | $2.8M | -5% | Jun 2025 |
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| Creative Capital Management Investments | 51k | $2.8M | -9% | Mar 2025 |
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| Gwn Securities | 49k | $2.7M | 100% | Mar 2025 |
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| Gould Asset Management | 49k | $2.8M | 3% | Mar 2025 |
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| Heritage Wealth Management | 49k | $2.7M | 2% | Mar 2025 |
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| DeDora Capital | 46k | $2.6M | 12% | Mar 2025 |
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| NDWM | 44k | $2.5M | 249% | Mar 2025 |
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| RiverFront Investment Group | 43k | $2.4M | 92% | Mar 2025 |
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| Williams & Novak | 42k | $2.4M | -7% | Mar 2025 |
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| Westside Investment Management | 42k | $2.3M | -3% | Mar 2025 |
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| O'shaughnessy Asset Management | 38k | $2.1M | 22% | Mar 2025 |
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| One Capital Management | 38k | $2.1M | 0% | Mar 2025 |
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| Citadel Advisors | 37k | $2.1M | 240% | Mar 2025 |
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| Atlas Legacy Advisors | 37k | $2.1M | -2% | Mar 2025 |
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| Integrated Wealth Concepts | 37k | $2.1M | -21% | Mar 2025 |
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| Umpqua Bank | 37k | $2.1M | 1% | Mar 2025 |
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| WealthCollab | 35k | $2.0M | 4% | Mar 2025 |
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| Evergreen Capital Management | 34k | $1.9M | 0% | Mar 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 34k | $1.9M | 33% | Mar 2025 |
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| MAI Wealth Advisors | 33k | $1.8M | -28% | Mar 2025 |
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| Jones Financial Companies, L.L | 32k | $1.8M | 74% | Mar 2025 |
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| Rockefeller Capital Management | 31k | $1.8M | 52% | Mar 2025 |
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| McNaughton Wealth Management | 31k | $1.7M | 27% | Mar 2025 |
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| McIlrath & Eck | 31k | $1.7M | -5% | Mar 2025 |
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| Wedbush Morgan Securities | 30k | $1.7M | 0% | Mar 2025 |
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| Stifel Financial | 30k | $1.7M | 18% | Mar 2025 |
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| Fairview Capital Investment Management | 29k | $1.6M | 0% | Mar 2025 |
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| 21 West Wealth Management | 29k | $1.6M | 100% | Jun 2025 |
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| RHS Financial | 29k | $1.6M | -7% | Mar 2025 |
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| Parallel Advisors | 27k | $1.5M | -69% | Jun 2025 |
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| Towerpoint Wealth | 27k | $1.5M | 0% | Jun 2025 |
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| Clark Asset Management | 26k | $1.5M | 100% | Mar 2025 |
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| Dynamic Advisors Solutions | 26k | $1.4M | -10% | Jun 2025 |
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| SimpliFi | 26k | $1.4M | 5% | Jun 2025 |
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| Empower Advisory Group | 26k | $1.4M | 1% | Mar 2025 |
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| Prospera Financial Services | 26k | $1.4M | 50% | Mar 2025 |
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| Fiduciary Financial Group | 25k | $1.4M | 57% | Jun 2025 |
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| Hsbc Holdings | 25k | $1.4M | 1% | Mar 2025 |
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| Silver Oak Wealth Advisors Services | 24k | $1.4M | 24% | Mar 2025 |
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| HCR Wealth Advisors | 24k | $1.3M | 1% | Jun 2025 |
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| IFC Advisors | 23k | $1.3M | 3% | Mar 2025 |
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| Moss Adams Wealth Advisors | 22k | $1.2M | 0% | Jun 2025 |
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| Lido Advisors | 22k | $1.2M | 278% | Mar 2025 |
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| Brian McDonald | 21k | $1.2M | 69% | Mar 2025 |
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| Johnson Bixby & Associates | 21k | $1.1M | -31% | Jun 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 20k | $1.1M | 44% | Mar 2025 |
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| Curtis Advisory Group | 20k | $1.1M | -30% | Mar 2025 |
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| Wealthcare Advisory Partners | 20k | $1.1M | 0% | Mar 2025 |
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| Renaissance Technologies | 19k | $1.1M | -57% | Mar 2025 |
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| Conquis Financial | 19k | $1.1M | 11% | Mar 2025 |
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| Tillman Hartley | 19k | $1.1M | 0% | Mar 2025 |
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| Spinnaker Investment Group | 19k | $1.0M | -13% | Jun 2025 |
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| YCMNET Advisors | 19k | $1.0M | 6% | Mar 2025 |
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| Savant Capital Management | 18k | $1.0M | 0% | Mar 2025 |
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| Journey Strategic Wealth | 18k | $985k | -3% | Mar 2025 |
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| Keystone Global Partners | 17k | $954k | -1% | Jun 2025 |
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| Bristlecone Advisors | 17k | $962k | 37% | Mar 2025 |
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| Atlantic Trust | 17k | $927k | 64% | Mar 2025 |
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| LM Advisors | 16k | $901k | -2% | Mar 2025 |
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| LifeWealth Investments | 16k | $890k | 0% | Mar 2025 |
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| Hanson McClain Advisors | 16k | $866k | -19% | Mar 2025 |
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| Flow Traders US | 15k | $868k | -66% | Mar 2025 |
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| Davidson Investment Advisors | 15k | $846k | 29% | Mar 2025 |
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| Three Bridge Wealth Advisors | 15k | $824k | 0% | Mar 2025 |
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| Greykasell Wealth Strategies | 14k | $811k | 14% | Mar 2025 |
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| Farther Finance Advisors | 13k | $716k | -19% | Jun 2025 |
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| Shira Ridge Wealth Management | 13k | $712k | -47% | Jun 2025 |
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| Werba Rubin Papier Wealth Management | 12k | $665k | -48% | Mar 2025 |
|
| Pacific Capital Wealth Advisors | 10k | $567k | -57% | Jun 2025 |
|
| Wealth Enhancement Advisory Services | 8.4k | $467k | -51% | Jun 2025 |
|
Who sold out of iShares S&P Cal AMTFr Mncpl Bnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| a16z Perennial Management | Dec 2024 | 226k | $13M |
| Vishria Bird Financial Group | Mar 2025 | 43k | $2.4M |
| Leisure Capital Management | Dec 2024 | 24k | $1.4M |
| Topel & Distasi Wealth Management | Dec 2024 | 17k | $973k |
| Engineers Gate Manager | Dec 2024 | 17k | $959k |