Security Snapshot

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

CUSIP: 464288356

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

355

Shares (Excl. Options)

53,938,394

Price

$57.64

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+4,199,781
Value change
+$242,321,721
Number of holders
355
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
64,776,356
SEC-reported price per share
$56.56
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.
  • 355 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 351 to 355 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $2,869,673,087 to $3,108,661,969.

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 355 institutions filings for Q2 2026.

Open SEC evidence

Security key

464288356

Latest holder period

Q2 2026

13F holders

355

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 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

Top 25 institutional shareholders

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

Top holder share
60%
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

Institutional holders across reporting periods

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

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
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
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