Security Snapshot

iShares California Muni Bond ETF - COMMON STOCK (CMF) Institutional Ownership

CUSIP: 464288356

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

348

Shares (Excl. Options)

50,434,895

Price

$56.86

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+2,897,290
Value change
+$164,363,032
Number of holders
348
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
64,776,356
SEC-reported price per share
$57.02
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • CMF - iShares California Muni Bond ETF - COMMON STOCK is tracked under CUSIP 464288356.
  • 348 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 334 to 348 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $2,704,273,267 to $2,868,084,606.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 348 institutions filings for Q1 2026.

Open SEC evidence

Security key

464288356

Latest holder period

Q1 2026

13F holders

348

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
CMF
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 31 Mar 2026, 348 institutional investors reported holding 50,434,895 shares of iShares California Muni Bond ETF - COMMON STOCK (CMF). This represents 78% of the company’s total 64,776,356 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
55%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13% 8,496,808 +0.67% 0.07% $483,128,503
Wealthfront Advisers LLC 9.6% 6,199,721 +21% 0.77% $352,516,136
MORGAN STANLEY 2.9% 1,872,723 +4.6% 0.01% $106,483,036
BANK OF AMERICA CORP /DE/ 2.8% 1,836,874 -5% 0.01% $104,444,633
FMR LLC 2.8% 1,807,029 -5.2% 0.01% $102,747,648
Facet Wealth, Inc. 2.4% 1,581,074 +5.6% 1.6% $89,899,849
SYON CAPITAL LLC 2.1% 1,352,128 +18% 3.9% $76,881,984
BAILARD, INC. 1.9% 1,234,606 -14% 1.6% $70,199,697
EP Wealth Advisors, LLC 1.8% 1,180,899 +0.85% 0.33% $67,145,926
LPL Financial LLC 1.8% 1,147,593 +16% 0.02% $65,252,116
ENVESTNET ASSET MANAGEMENT INC 1.6% 1,021,059 +88% 0.02% $58,057,424
Mariner, LLC 1.4% 918,584 +1.4% 0.06% $52,224,465
BlackRock, Inc. 1.4% 882,814 +272% 0% $50,196,804
JPMORGAN CHASE & CO 1.1% 681,794 +4.5% 0% $38,671,408
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 1% 663,621 0% 0.15% $37,733,490
WELLS FARGO & COMPANY/MN 1% 657,464 +8% 0.01% $37,383,385
MERCER GLOBAL ADVISORS INC /ADV 1% 657,171 +20% 0.06% $37,366,765
UBS Group AG 0.82% 531,875 -0.93% 0.01% $30,242,413
ROYAL BANK OF CANADA 0.73% 471,638 +4.7% 0.01% $26,817,000
Opes Wealth Management LLC 0.72% 467,978 +6.6% 4.5% $26,609,229
Beacon Pointe Advisors, LLC 0.64% 411,658 +256% 0.12% $23,406,895
Focus Partners Wealth 0.62% 404,359 +18% 0.03% $22,996,763
Manhattan West Asset Management, LLC 0.61% 397,775 +9.5% 4.4% $22,617,543
GUGGENHEIM CAPITAL LLC 0.61% 396,010 +35% 0.18% $22,517,129
ASSETMARK, INC 0.6% 391,733 +5.1% 0.05% $22,273,938

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 50,434,895 $2,868,084,606 +$164,363,032 $56.86 348
2025 Q4 47,053,010 $2,704,273,267 +$208,205,781 $57.46 334
2025 Q3 41,904,004 $2,390,174,728 -$297,487,781 $57.04 313
2025 Q2 48,431,339 $2,699,215,540 -$235,465,770 $55.74 316
2025 Q1 52,607,051 $2,958,802,016 +$112,187,715 $56.28 307
2024 Q4 50,732,200 $2,905,072,028 +$392,867,942 $57.28 302
2024 Q3 43,634,958 $2,534,490,882 +$349,893,019 $58.11 272
2024 Q2 37,580,616 $2,137,700,601 +$20,316,857 $56.88 251
2024 Q1 37,033,533 $2,130,569,612 +$77,727,808 $57.54 254
2023 Q4 35,880,013 $2,078,619,460 +$365,434,423 $57.94 248
2023 Q3 29,257,409 $1,604,163,313 +$45,559,451 $54.84 219
2023 Q2 27,447,754 $1,563,043,670 +$91,622,412 $56.95 204
2023 Q1 25,795,926 $1,481,117,233 +$108,743,360 $57.42 204
2022 Q4 24,277,397 $1,362,734,293 +$261,782,789 $56.11 208
2022 Q3 19,384,452 $1,051,142,138 -$47,013,123 $54.22 192
2022 Q2 20,247,163 $1,143,380,039 +$44,257,347 $56.46 188
2022 Q1 19,491,980 $1,133,884,838 +$13,540,386 $58.18 192
2021 Q4 19,259,673 $1,200,258,387 +$38,499,221 $62.33 204
2021 Q3 18,445,748 $1,145,020,750 +$55,524,652 $62.07 187
2021 Q2 17,821,821 $1,116,016,946 +$123,155,277 $62.62 186
2021 Q1 15,869,369 $985,809,976 +$55,973,781 $62.12 181
2020 Q4 15,200,791 $955,096,096 +$7,592,236 $62.83 175
2020 Q3 14,983,167 $934,790,140 -$974,901 $62.39 173
2020 Q2 14,854,359 $922,564,961 +$186,168,833 $62.16 173
2020 Q1 12,014,459 $727,095,262 -$69,501,871 $60.52 162
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .