Who owns iShares S&P Cal AMTFr Mncpl Bnd Fd?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 5.9M $368M 3% Sep 2021
Mission Wealth Management 769k $48M -7% Sep 2021
Miracle Mile Advisors 619k $39M 35% Dec 2021
LPL Financial 604k $38M 9% Sep 2021
FMR 563k $35M 20% Sep 2021
Ameriprise Financial 484k $30M 6% Sep 2021
Slow Capital 358k $22M 50% Sep 2021
Bailard 347k $22M -1% Sep 2021
Pure Financial Advisors 302k $19M 7% Dec 2021
UBS Group 277k $17M 11% Sep 2021
Wells Fargo & Company 270k $17M 6% Sep 2021

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of iShares S&P Cal AMTFr Mncpl Bnd?

EP Wealth Advisors 248k $15M -4% Sep 2021
UnionBanCal Corporation 187k $12M 7% Sep 2021
Envestnet Asset Management 181k $11M 14% Sep 2021
Mercer Global Advisors 172k $11M 571% Sep 2021
Mariner Wealth Advisors 168k $10M 721% Sep 2021
Strategic Wealth Advisors 140k $8.7M 29% Sep 2021
Towerpoint Wealth 140k $8.7M 4% Sep 2021
Commonwealth Equity Services 136k $8.4M -2% Sep 2021
Jane Street 134k $8.3M -54% Sep 2021
First Foundation Advisors 124k $7.7M -2% Sep 2021
Kayne Anderson Rudnick Investment Management 120k $7.5M 0% Sep 2021
Portfolio Solutions 113k $7.0M -1% Sep 2021
Opes Wealth Management 106k $6.5M 30% Sep 2021
Betterment 76k $4.7M 8% Sep 2021
Boltwood Capital Management 74k $4.6M 2% Dec 2021
Pacific Capital Wealth Advisors 70k $4.3M -8% Sep 2021
Karp Capital Management 66k $4.1M 4% Sep 2021
Omega Financial Group 62k $3.9M 10% Sep 2021
Principal Financial Group 56k $3.5M 90% Sep 2021
Steel Peak Wealth Management 53k $3.3M 2% Sep 2021
Bank of the West 52k $3.2M -13% Sep 2021
Blue Zone Wealth Advisors 52k $3.2M 4% Sep 2021
Lincoln National 52k $3.2M 3% Sep 2021
Bradley & Co. Private Wealth Management 50k $3.1M 8% Dec 2021
First American Trust 47k $2.9M 7% Dec 2021
Wealthsource Partners 47k $2.9M -1% Sep 2021
Parcion Private Wealth 45k $2.8M 30% Sep 2021
Evanson Asset Management 43k $2.7M 6% Dec 2021
Safeguard Investment Advisory Group 40k $2.5M 182% Sep 2021
Curtis Advisory Group 39k $2.4M 15% Sep 2021
Barclays 38k $2.3M -33% Sep 2021
Qube Research & Technologies 37k $2.3M -45% Sep 2021
Vivaldi Capital Management 36k $2.3M 47% Sep 2021
Orin Green Financial 35k $2.2M -6% Sep 2021
Advisor Group Holdings 35k $2.2M -10% Sep 2021
Goldman Sachs Group 34k $2.1M 100% Sep 2021
Atlas Capital Advisors 32k $2.0M 16% Sep 2021
RHS Financial 31k $1.9M 13% Sep 2021
Covington Capital Management 31k $1.9M 7% Sep 2021
Sei Investments 31k $1.9M 59% Sep 2021
United Capital Financial Advisers 30k $1.9M -6% Sep 2021
Mml Investors Services 29k $1.8M -26% Sep 2021
Summit Wealth & Retirement Planning 29k $1.8M 0% Sep 2021
Dynamic Advisors Solutions 28k $1.7M -28% Sep 2021
Paragon Capital Management 28k $1.7M 0% Sep 2021
Prospera Financial Services 28k $1.7M 223% Sep 2021
London & Capital Asset Management 28k $1.7M 0% Sep 2021
National Asset Management 27k $1.7M 100% Sep 2021
Fairview Capital Investment Management 26k $1.6M 0% Sep 2021
One Capital Management 26k $1.6M 0% Sep 2021
Personal Capital Advisors 25k $1.5M 6% Sep 2021
HCR Wealth Advisors 24k $1.5M -1% Sep 2021
Alpha Cubed Investments 24k $1.5M 201% Dec 2021
Cambridge Investment Research Advisors 23k $1.4M -23% Sep 2021
Whittier Trust 23k $1.4M 0% Dec 2021
Alliancebernstein 21k $1.3M 1% Sep 2021
CLS Investments 21k $1.3M 10% Sep 2021
Traverso Chambers Private Wealth Management 20k $1.3M 0% Dec 2021
Peninsula Wealth 20k $1.2M 58% Sep 2021
Apella Capital 19k $1.2M 15% Dec 2021
VERITY Wealth Advisors 19k $1.2M 0% Dec 2021
HPM Partners 19k $1.2M 7% Sep 2021
Westside Investment Management 18k $1.1M 129% Sep 2021
Farmers & Merchants Trust Co of Long Beach 18k $1.1M 27% Sep 2021
Creative Planning 17k $1.0M 81% Sep 2021
Elm Advisors 17k $1.0M 0% Dec 2021
Monterey Private Wealth 17k $1.0M 100% Dec 2021
Aj Wealth Strategies 16k $1.0M 0% Sep 2021
Winfield Associates 16k $1.0M 0% Sep 2021
Bristlecone Advisors 16k $975k -18% Dec 2021
McNaughton Wealth Management 16k $958k 7% Dec 2021
Financial Management Network 15k $954k -22% Dec 2021
HighTower Advisors 15k $932k -5% Sep 2021
Old Mission Capital 15k $929k 100% Sep 2021
Fisher Investments 15k $919k 0% Sep 2021
YCMNET Advisors 15k $897k 3% Sep 2021
Financial Network Investment Corporation 13k $826k -15% Sep 2021
Private Asset Management 13k $801k 100% Sep 2021
Cetera Investment Advisers 13k $781k -15% Sep 2021
Raymond James & Associates 12k $769k 27% Sep 2021
Assetmark 12k $760k 0% Sep 2021
Carl P. Sherr & Co 12k $759k 0% Sep 2021
Nwam 12k $756k -17% Sep 2021
Falcon Wealth Planning 12k $750k 31% Sep 2021
H D Vest Advisory Services 11k $685k 0% Sep 2021
Kingsview Wealth Management 11k $682k -4% Sep 2021
Stifel Financial 11k $654k 0% Sep 2021
Litman Gregory Asset Management 9.7k $602k 1504% Sep 2021
Rsm Us Wealth Management 9.6k $597k 0% Sep 2021
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 9.6k $596k -23% Sep 2021
Integrated Wealth Concepts 9.1k $564k -3% Sep 2021
Perkins Coie Trust 9.0k $561k 0% Dec 2021
Emery Howard Portfolio Management 8.9k $554k 1% Dec 2021
Fca Corp 8.7k $543k 0% Sep 2021
Intelligence Driven Advisers 8.7k $538k 100% Dec 2021
Wedbush Morgan Securities 8.7k $542k 0% Dec 2021
Captrust Financial Advisors 8.6k $532k 8% Sep 2021
IMPACTfolio 8.3k $516k 100% Dec 2021
Affinity Capital Advisors 8.3k $514k 8% Sep 2021
Stratos Wealth Partners 8.1k $507k 100% Dec 2021
Change Path 7.9k $488k -3% Sep 2021
JustInvest 7.6k $471k -5% Sep 2021
Reilly Financial Advisors 7.5k $467k -2% Sep 2021
Laurel Wealth Advisors 7.4k $457k -29% Sep 2021
Eagle Ridge Investment Management 7.3k $457k 0% Dec 2021
Tru Independence Asset Management 2 7.3k $452k 100% Dec 2021
Perennial Investment Advisors 7.2k $449k 0% Sep 2021
Private Advisor 6.9k $428k 94% Sep 2021
Brighton Jones 6.9k $426k 0% Sep 2021
Weaver Consulting Group 6.8k $424k 0% Sep 2021
Clifford Swan Investment Counsel 6.8k $419k 0% Sep 2021
White Lighthouse Investment Management 6.6k $410k 3% Dec 2021
Mattern Capital Management 6.6k $407k 35% Sep 2021
55i 6.5k $406k 0% Sep 2021
D.A. Davidson & Co. 6.5k $404k 58% Sep 2021
Orion Portfolio Solutions 6.5k $404k -3% Sep 2021
Titus Wealth Management 6.4k $400k 0% Sep 2021
Raymond James Financial Services Advisors 6.4k $397k 0% Sep 2021
Columbia Trust Co 01012016 6.3k $391k 0% Dec 2021
Willow Creek Wealth Management 6.2k $382k 0% Sep 2021
Kestra Advisory Services 5.8k $364k 3% Dec 2021
Spectrum Asset Management 5.7k $351k 0% Sep 2021
Coconut Grove Bank 5.6k $348k 0% Sep 2021
Meritage Portfolio Management 5.6k $345k 0% Sep 2021
Mid Atlantic Financial Management 5.5k $342k 0% Sep 2021
Freestone Capital Holdings 5.4k $337k 100% Sep 2021
Wunderlich Securities 5.2k $323k 100% Sep 2021
Caprin Asset Management 5.2k $323k 0% Sep 2021
Calton & Associates 4.8k $301k 0% Dec 2021
Wick Capital Partners 4.8k $299k 100% Dec 2021
Sonata Capital 4.6k $287k 0% Sep 2021
Seaward Management Limited Partnership 4.6k $286k 0% Sep 2021
Eclectic Associates 4.6k $284k 100% Dec 2021
Gould Asset Management 4.4k $271k -6% Sep 2021
Equitable Holdings 4.3k $270k 100% Sep 2021
Two Sigma Securities 4.2k $263k 100% Sep 2021
EPG Wealth Management 4.2k $262k 0% Sep 2021
Joel Isaacson & Co 4.1k $257k 0% Dec 2021
Mission Creek Capital Partners 4.0k $248k 0% Sep 2021
Financial Advocates Investment Management 3.8k $236k -8% Sep 2021

Who sold out of iShares S&P Cal AMTFr Mncpl Bnd?

Fund or Company Name Date Sold Shares Held Valued At
Parallel Advisors Sep 2021 78k $4.8M
Brookstone Capital Management Sep 2021 71k $4.4M
Beacon Pointe Advisors Jun 2021 24k $1.5M
Renaissance Technologies Jun 2021 14k $878k
Deutsche Bank Aktiengesellschaft Jun 2021 6.9k $432k
Bank of New York Mellon Jun 2021 5.8k $529k
Arkadios Wealth Advisors Jun 2021 4.2k $263k
Cairn Investment Group Jun 2021 4.0k $251k