iShares California Muni Bond ETF - COMMON STOCK (CMF)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
CMF
Shares outstanding
64,776,356
Price per share
$57.46
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
41,828,550
Total reported value
$2,385,829,952
% of total 13F portfolios
0.01%
Share change
-5,297,243
Value change
-$301,767,596
Number of holders
312
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares California Muni Bond ETF - COMMON STOCK (CMF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 3.7% -50% $133,353,790 -$135,196,631 2,396,725 -50% FMR LLC 30 Jun 2025
As of 30 Sep 2025, iShares California Muni Bond ETF - COMMON STOCK (CMF) has 312 institutional shareholders filing 13F forms. They hold 41,828,550 shares. of 64,776,356 outstanding shares (65%) .

Top 25 institutional shareholders own 45% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 12% 7,736,294 +0.24% 0.07% $441,278,210
Wealthfront Advisers LLC 6.1% 3,958,355 -54% 0.53% $225,784,569
FMR LLC 3.1% 2,012,899 -16% 0.01% $114,815,781
MORGAN STANLEY 2.7% 1,769,653 -0.41% 0.01% $100,941,066
BANK OF AMERICA CORP /DE/ 2.5% 1,640,770 +40% 0.01% $93,589,496
BAILARD, INC. 2.2% 1,434,753 +6.7% 1.8% $81,838,311
Facet Wealth, Inc. 2.2% 1,392,789 +8.9% 1.6% $79,444,701
SYON CAPITAL LLC 1.8% 1,151,334 -4.5% 3.5% $65,672,111
LPL Financial LLC 1.4% 890,410 +5.6% 0.01% $50,788,969
Mariner, LLC 1.4% 876,674 +6% 0.06% $50,000,479
TIAA TRUST, NATIONAL ASSOCIATION 1.1% 699,571 -4.4% 0.1% $39,903,413
ENVESTNET ASSET MANAGEMENT INC 0.9% 583,104 +12% 0.01% $33,260,271
JPMORGAN CHASE & CO 0.84% 546,691 +5.3% 0% $31,183,284
UBS Group AG 0.82% 533,267 -7.7% 0.01% $30,417,550
WELLS FARGO & COMPANY/MN 0.78% 506,149 +7.8% 0.01% $28,870,737
MERCER GLOBAL ADVISORS INC /ADV 0.77% 497,273 +30% 0.05% $28,364,441
ROYAL BANK OF CANADA 0.65% 421,250 +4.1% 0% $24,029,000
Opes Wealth Management LLC 0.65% 418,263 +8% 4.2% $23,857,722
Steward Partners Investment Advisory, LLC 0.58% 373,896 +1216% 0.12% $21,327,040
ASSETMARK, INC 0.56% 362,301 -6.5% 0.04% $20,665,649
Manhattan West Asset Management, LLC 0.54% 350,973 +3.9% 4.2% $20,019,534
FIRST FOUNDATION ADVISORS 0.54% 346,927 -33% 0.73% $19,788,732
Orin Green Financial, LLC 0.5% 324,921 -5% 7.4% $18,533,494
Cetera Investment Advisers 0.49% 317,739 +45% 0.02% $18,123,852
RWA WEALTH PARTNERS, LLC 0.49% 315,395 -8.3% 0.2% $17,990,119

Institutional Holders of iShares California Muni Bond ETF - COMMON STOCK (CMF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 1,083,204 $62,292,346 +$2,424,976 $57.46 20
2025 Q3 41,828,550 $2,385,829,952 -$301,767,596 $57.04 312
2025 Q2 48,431,339 $2,699,215,540 -$235,465,774 $55.74 316
2025 Q1 52,560,292 $2,956,170,438 +$111,121,621 $56.28 304
2024 Q4 50,630,491 $2,899,271,752 +$394,046,902 $57.28 295
2024 Q3 43,586,132 $2,531,653,621 +$349,999,416 $58.11 270
2024 Q2 37,525,144 $2,134,545,371 +$20,622,060 $56.88 248
2024 Q1 36,982,133 $2,127,612,116 +$70,798,769 $57.54 251
2023 Q4 37,394 $2,166,585 +$467,343 $57.94 4
2023 Q3 29,206,215 $1,601,355,830 +$47,690,274 $54.84 217
2023 Q2 27,348,183 $1,557,373,099 +$89,978,381 $56.95 201
2023 Q1 25,711,788 $1,476,286,085 +$109,483,642 $57.42 201
2022 Q4 24,213,587 $1,359,153,938 +$261,522,531 $56.11 206
2022 Q3 19,384,452 $1,051,142,138 -$46,462,633 $54.22 192
2022 Q2 20,247,163 $1,143,380,039 +$43,321,698 $56.46 188
2022 Q1 19,491,980 $1,133,884,838 +$14,008,321 $58.18 192
2021 Q4 19,259,673 $1,200,258,387 +$38,499,224 $62.33 204
2021 Q3 18,445,748 $1,145,020,750 +$55,887,643 $62.07 187
2021 Q2 17,816,625 $1,115,654,551 +$122,792,341 $62.62 186
2021 Q1 15,869,369 $985,809,976 +$56,414,992 $62.12 181
2020 Q4 15,200,791 $955,096,096 +$7,369,027 $62.83 175
2020 Q3 14,983,167 $934,790,140 -$507,211 $62.39 173
2020 Q2 14,854,359 $922,564,961 +$185,544,203 $62.16 173
2020 Q1 11,986,402 $725,395,262 -$69,500,964 $60.52 161
2019 Q4 13,096,975 $801,923,208 +$48,899,880 $61.23 163
2019 Q3 11,912,212 $729,903,624 +$70,379,926 $61.28 145
2019 Q2 10,783,775 $653,924,148 +$47,503,111 $60.64 134
2019 Q1 10,002,217 $596,006,536 +$36,423,398 $59.59 133
2018 Q4 9,293,027 $543,077,309 -$44,856,460 $58.44 128
2018 Q3 9,927,631 $575,645,208 +$81,358,506 $57.99 121
2018 Q2 8,480,371 $496,409,532 +$137,825,951 $58.54 113
2018 Q1 6,108,825 $356,478,094 +$59,864,535 $58.37 110
2017 Q4 5,074,347 $300,138,118 +$138,152,376 $59.15 107
2017 Q3 2,400,158 $284,402,852 +$18,307,241 $118.51 87
2017 Q2 2,264,296 $266,488,717 +$11,712,534 $117.69 89
2017 Q1 2,164,345 $251,714,845 -$29,053,393 $116.31 80
2016 Q4 2,415,774 $279,079,208 +$85,754,800 $115.48 83
2016 Q3 1,624,274 $195,978,967 +$17,084,850 $120.69 78
2016 Q2 1,480,430 $180,706,000 -$1,164,196 $122.05 71
2016 Q1 1,482,597 $176,915,199 +$32,454,202 $119.30 67
2015 Q4 1,195,810 $141,292,000 +$9,613,877 $118.14 68
2015 Q3 1,100,803 $129,179,000 +$8,184,604 $117.36 60
2015 Q2 1,037,837 $119,872,593 +$5,735,475 $115.52 60
2015 Q1 970,331 $114,732,889 +$13,199,002 $118.23 55
2014 Q4 866,151 $101,999,448 +$9,864,709 $117.76 56
2014 Q3 750,231 $87,560,721 +$1,564,809 $116.70 51
2014 Q2 737,058 $85,408,996 -$649,196 $115.88 46
2014 Q1 734,049 $83,099,000 +$7,093,662 $113.20 47