Latest Period
Q1 2026
CUSIP: 464288356
Latest Period
Q1 2026
Institutions Reporting
348
Shares (Excl. Options)
50,434,895
Price
$56.86
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Latest holder context comes from 348 institutions filings for Q1 2026.
Security key
464288356
Latest holder period
Q1 2026
13F holders
348
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 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
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 | 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
Holder count, reported shares/value, and median price by quarter.
| 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 |