Latest Period
Q2 2026
CUSIP: 464288356
Latest Period
Q2 2026
Institutions Reporting
355
Shares (Excl. Options)
53,938,394
Price
$57.64
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Latest holder context comes from 355 institutions filings for Q2 2026.
Security key
464288356
Latest holder period
Q2 2026
13F holders
355
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 464288356:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| 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 Jun 2026, 355 institutional investors reported holding 53,938,394 shares of iShares California Muni Bond ETF - COMMON STOCK (CMF). This represents 83% of the company’s total 64,776,356 outstanding shares.
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15% | 9,795,528 | +15% | 0.08% | $564,614,234 |
| Wealthfront Advisers LLC | 11% | 7,276,324 | +17% | 0.81% | $419,407,291 |
| BANK OF AMERICA CORP /DE/ | 3% | 1,975,540 | +7.5% | 0.01% | $113,870,119 |
| MORGAN STANLEY | 3% | 1,936,418 | +3.4% | 0.01% | $111,615,177 |
| Facet Wealth, Inc. | 2.7% | 1,750,409 | +11% | 1.4% | $100,893,585 |
| FMR LLC | 2.7% | 1,742,213 | -3.6% | 0% | $100,421,144 |
| EP Wealth Advisors, LLC | 2.6% | 1,691,400 | +43% | 0.37% | $97,492,321 |
| SYON CAPITAL LLC | 2.2% | 1,395,697 | +3.2% | 3.5% | $80,447,959 |
| LPL Financial LLC | 2% | 1,310,854 | +14% | 0.02% | $75,557,615 |
| BAILARD, INC. | 1.9% | 1,213,415 | -1.7% | 1.4% | $69,941,241 |
| ENVESTNET ASSET MANAGEMENT INC | 1.7% | 1,118,263 | +9.5% | 0.02% | $64,456,707 |
| Mariner, LLC | 1.4% | 931,425 | +1.4% | 0.06% | $53,687,409 |
| BlackRock, Inc. | 1.3% | 865,882 | -1.9% | 0% | $49,909,438 |
| JPMORGAN CHASE & CO | 1.1% | 690,685 | +1.3% | 0% | $39,818,044 |
| WELLS FARGO & COMPANY/MN | 1% | 667,037 | +1.5% | 0.01% | $38,448,024 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1% | 666,348 | +0.41% | 0.13% | $38,408,299 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.96% | 624,565 | -5% | 0.04% | $35,999,954 |
| ROYAL BANK OF CANADA | 0.79% | 510,220 | +8.2% | 0% | $29,409,000 |
| UBS Group AG | 0.78% | 503,444 | -5.3% | 0% | $29,018,512 |
| GUGGENHEIM CAPITAL LLC | 0.74% | 477,670 | +21% | 0.18% | $27,532,899 |
| Focus Partners Wealth | 0.7% | 455,178 | +13% | 0.03% | $26,236,517 |
| ASSETMARK, INC | 0.67% | 436,085 | +11% | 0.04% | $25,135,939 |
| Cerity Partners LLC | 0.6% | 390,584 | +18% | 0.03% | $22,513,280 |
| West Wealth Group, LLC | 0.59% | 384,830 | +16% | 3.6% | $22,181,636 |
| CAPTRUST FINANCIAL ADVISORS | 0.58% | 378,084 | +6.1% | 0.03% | $21,792,768 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 53,938,394 | $3,108,661,969 | +$242,321,721 | $57.64 | 355 |
| 2026 Q1 | 50,462,826 | $2,869,673,087 | +$164,654,162 | $56.86 | 351 |
| 2025 Q4 | 47,070,220 | $2,705,262,154 | +$208,205,781 | $57.46 | 335 |
| 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 |