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

13F Institutional Holders and Ownership History 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
41,903,910
Total reported value
$2,390,163,024
% of total 13F portfolios
0.01%
Share change
-5,221,883
Value change
-$297,466,620
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, 312 institutional investors reported holding 41,903,910 shares of iShares California Muni Bond ETF - COMMON STOCK (CMF). This represents 65% 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 45% 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 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 (Median) Investors
2025 Q4 1,649,268 $94,821,812 +$4,439,506 $57.46 52
2025 Q3 41,903,910 $2,390,163,024 -$297,466,620 $57.04 312
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