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

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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 Actions
Charles Schwab Investment Management 10M $578M -7% Mar 2025
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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
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Pacific Capital Wealth Advisors 10k $567k -57% Jun 2025
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Wealth Enhancement Advisory Services 8.4k $467k -51% Jun 2025
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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