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

Q4 2025

Institutions Reporting

331

Shares (Excl. Options)

47,029,953

Price

$57.46

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Type / Class
Equity / COMMON STOCK
Symbol
CMF
Shares outstanding
64,776,356
Price per share
$56.86
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
47,029,953
Total reported value
$2,702,948,411
% of total 13F portfolios
0.01%
Share change
+3,618,783
Value change
+$208,162,111
Number of holders
331
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • CMF - iShares California Muni Bond ETF - COMMON STOCK is tracked under CUSIP 464288356.
  • 331 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 331 to 79 between Q4 2025 and Q1 2026.
  • Reported value moved from $2,702,948,411 to $159,276,086.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 331 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 464288356?
CUSIP 464288356 identifies CMF - iShares California Muni Bond ETF - COMMON STOCK in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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 31 Dec 2025, 331 institutional investors reported holding 47,029,953 shares of iShares California Muni Bond ETF - COMMON STOCK (CMF). This represents 73% of the company’s total 64,776,356 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares California Muni Bond ETF - COMMON STOCK (CMF) together control 51% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13% 8,440,029 +9.1% 0.08% $484,964,066
Wealthfront Advisers LLC 7.9% 5,109,731 +29% 0.66% $293,605,143
BANK OF AMERICA CORP /DE/ 3% 1,933,649 +18% 0.01% $111,107,445
FMR LLC 2.9% 1,906,426 -5.3% 0.01% $109,543,250
MORGAN STANLEY 2.8% 1,790,589 +1.2% 0.01% $102,887,294
Facet Wealth, Inc. 2.3% 1,497,857 +7.5% 1.5% $86,606,100
BAILARD, INC. 2.2% 1,439,125 +0.3% 1.8% $82,692,123
EP Wealth Advisors, LLC 1.8% 1,170,981 -2% 0.35% $67,284,571
SYON CAPITAL LLC 1.8% 1,147,763 -0.31% 3.3% $65,950,477
LPL Financial LLC 1.5% 989,482 +11% 0.02% $56,855,656
Mariner, LLC 1.4% 905,924 +3.3% 0.06% $52,054,361
TIAA TRUST, NATIONAL ASSOCIATION 1.1% 681,191 -2.6% 0.09% $39,141,162
JPMORGAN CHASE & CO 1% 652,464 +19% 0% $37,490,633
WELLS FARGO & COMPANY/MN 0.94% 608,644 +20% 0.01% $34,972,721
MERCER GLOBAL ADVISORS INC /ADV 0.85% 549,343 +10% 0.05% $31,565,277
ENVESTNET ASSET MANAGEMENT INC 0.84% 542,590 -6.9% 0.01% $31,177,193
UBS Group AG 0.83% 536,879 +0.68% 0.01% $30,849,067
ROYAL BANK OF CANADA 0.7% 450,421 +6.9% 0% $25,881,000
Opes Wealth Management LLC 0.68% 438,978 +5% 4.3% $25,223,676
Cetera Investment Advisers 0.58% 378,057 +19% 0.02% $21,723,166
ASSETMARK, INC 0.58% 372,882 +2.9% 0.04% $21,425,800
FIRST FOUNDATION ADVISORS 0.57% 367,283 +5.9% 0.8% $21,104,070
Manhattan West Asset Management, LLC 0.56% 363,294 +3.5% 4.3% $20,874,930
Steward Partners Investment Advisory, LLC 0.56% 361,333 -3.4% 0.11% $20,762,171
Envestnet Portfolio Solutions, Inc. 0.55% 359,418 +33% 0.07% $20,652,141

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 (Median) Investors
2026 Q1 2,797,791 $159,276,086 +$13,517,032 $56.86 79
2025 Q4 47,029,953 $2,702,948,411 +$208,162,111 $57.46 331
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
2019 Q4 13,141,037 $804,621,208 +$51,235,265 $61.23 164
2019 Q3 11,918,134 $730,266,624 +$70,364,944 $61.28 146
2019 Q2 10,783,775 $653,924,148 +$47,527,089 $60.64 134
2019 Q1 10,002,217 $596,006,536 +$40,371,103 $59.59 133
2018 Q4 9,293,027 $543,077,309 -$44,834,414 $58.44 128
2018 Q3 9,927,631 $575,645,208 +$81,581,982 $57.99 121
2018 Q2 8,480,371 $496,409,532 +$137,962,039 $58.54 113
2018 Q1 6,108,825 $356,478,094 +$60,031,336 $58.37 110
2017 Q4 5,074,347 $300,138,118 +$138,230,794 $59.15 107
2017 Q3 2,400,158 $284,402,852 +$18,359,627 $118.51 87
2017 Q2 2,264,296 $266,488,717 +$11,712,532 $117.69 89
2017 Q1 2,164,345 $251,714,845 -$29,053,388 $116.31 80
2016 Q4 2,415,774 $279,079,208 +$85,749,807 $115.48 83
2016 Q3 1,624,274 $195,978,967 +$17,084,853 $120.69 78
2016 Q2 1,480,430 $180,706,000 -$1,164,194 $122.05 71
2016 Q1 1,482,597 $176,915,199 +$32,454,201 $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 +$8,184,610 $117.36 60
2015 Q2 1,037,837 $119,872,593 +$5,735,473 $115.52 60
2015 Q1 970,331 $114,732,889 +$13,198,999 $118.23 55
2014 Q4 866,151 $101,999,448 +$9,864,712 $117.76 56
2014 Q3 750,231 $87,560,721 +$1,564,811 $116.70 51
2014 Q2 757,472 $85,432,655 -$649,201 $115.88 47
2014 Q1 743,112 $83,109,259 +$4,073,663 $113.20 48