Who owns iShares S&P Cal AMTFr Mncpl Bnd Fd?
- Ticker: CMF
- CUSIP Number: 464288356
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P Cal AMTFr Mncpl Bnd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares S&P Cal AMTFr Mncpl Bnd stock
Who bought or sold iShares S&P Cal AMTFr Mncpl Bnd Fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 9.6M | $551M | 5% | Mar 2024 |
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| FMR | 5.2M | $299M | 154% | Mar 2024 |
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| Morgan Stanley | 1.8M | $177M | 7% | Mar 2024 |
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| EP Wealth Advisors | 1.3M | $73M | 191% | Dec 2023 |
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| Bank of America Corporation | 1.1M | $65M | -3% | Mar 2024 |
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| UBS Group | 856k | $49M | -4% | Mar 2024 |
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| Mariner Wealth Advisors | 759k | $44M | 4% | Mar 2024 |
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| LPL Financial | 716k | $41M | 4% | Mar 2024 |
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| Bailard | 663k | $38M | 354% | Mar 2024 |
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| Tiaa Trust, National Association | 642k | $37M | 2% | Mar 2024 |
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| Wells Fargo & Company | 626k | $36M | 4% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 597k | $34M | 1197% | Mar 2024 |
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| Envestnet Asset Management | 586k | $34M | 35% | Mar 2024 |
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| First Foundation Advisors | 556k | $32M | 34% | Mar 2024 |
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| Facet Wealth | 464k | $27M | 60% | Mar 2024 |
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| Manhattan West Asset Management | 431k | $25M | -1% | Mar 2024 |
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| Raub Brock Capital Management | 409k | $24M | -2% | Mar 2024 |
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| Mercer Global Advisors | 399k | $23M | -26% | Mar 2024 |
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| Slow Capital | 393k | $23M | -7% | Mar 2024 |
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| Jane Street | 351k | $20M | 3084% | Mar 2024 |
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| Orin Green Financial | 341k | $20M | 3% | Mar 2024 |
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| Opes Wealth Management | 340k | $20M | 16% | Mar 2024 |
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| Royal Bank of Canada | 340k | $20M | 4% | Mar 2024 |
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| Adviser Investments | 334k | $19M | 0% | Mar 2024 |
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| Brio Consultants | 304k | $18M | 9% | Mar 2024 |
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| Alliancebernstein | 295k | $17M | 54% | Dec 2023 |
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| Jpmorgan Chase & Co | 285k | $16M | 29% | Mar 2024 |
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| Assetmark | 246k | $14M | 6% | Mar 2024 |
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| Myecfo | 206k | $12M | 7% | Mar 2024 |
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| Ameriprise Financial | 195k | $11M | 38% | Mar 2024 |
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| Sei Investments | 190k | $11M | 50% | Mar 2024 |
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| Creative Planning | 188k | $11M | 9% | Mar 2024 |
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| Wealthsource Partners | 179k | $10M | -9% | Dec 2023 |
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| Pure Financial Advisors | 175k | $10M | 2% | Mar 2024 |
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| Bank Of Montreal | 174k | $10M | -6% | Mar 2024 |
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| Raymond James Financial Services Advisors | 167k | $9.6M | 5% | Mar 2024 |
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| Betterment | 163k | $9.4M | 41% | Mar 2024 |
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| Miracle Mile Advisors | 158k | $9.1M | -49% | Mar 2024 |
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| HPM Partners | 130k | $7.5M | 10% | Mar 2024 |
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| West Wealth Group | 128k | $7.4M | 100% | Mar 2024 |
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| Commonwealth Equity Services | 126k | $7.2M | 16% | Mar 2024 |
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| Beacon Pointe Advisors | 123k | $7.1M | 19% | Dec 2023 |
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| BlackRock | 123k | $7.1M | -59% | Mar 2024 |
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| Certus Wealth Management | 116k | $6.6M | 58% | Mar 2024 |
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| Rsm Us Wealth Management | 114k | $6.6M | -2% | Mar 2024 |
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| Mission Wealth Management | 113k | $6.5M | -1% | Mar 2024 |
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| Rinkey Investments | 111k | $6.4M | 1% | Mar 2024 |
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| Navalign | 108k | $6.2M | 6% | Mar 2024 |
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| Affinity Capital Advisors | 96k | $5.5M | 48% | Mar 2024 |
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| Traveka Wealth | 94k | $5.4M | 2% | Mar 2024 |
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| Parallel Advisors | 92k | $5.3M | 1% | Mar 2024 |
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| Captrust Financial Advisors | 89k | $5.1M | -9% | Mar 2024 |
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| Bank of Stockton Trust & Investment | 86k | $5.0M | 0% | Mar 2024 |
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| Prime Capital Investment Advisors | 85k | $4.9M | -37% | Dec 2023 |
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| Dynamic Advisors Solutions | 85k | $4.9M | 0% | Mar 2024 |
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| Envestnet Portfolio Solutions | 85k | $4.9M | 46% | Mar 2024 |
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| Deutsche Bank Aktiengesellschaft | 83k | $4.8M | 0% | Mar 2024 |
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| Whittier Trust | 74k | $4.3M | 20% | Mar 2024 |
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| Lodestar Private Asset Management | 69k | $4.0M | 3% | Mar 2024 |
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| Kestra Advisory Services | 69k | $4.0M | 1178% | Dec 2023 |
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| First American Trust | 68k | $3.9M | 4% | Mar 2024 |
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| Elmwood Wealth Management | 63k | $3.6M | 20% | Mar 2024 |
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| Advisor Group Holdings | 62k | $3.5M | -49% | Mar 2024 |
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| Omega Financial Group | 61k | $3.5M | 5% | Mar 2024 |
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| Steel Peak Wealth Management | 60k | $3.5M | 11% | Mar 2024 |
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| Lincoln National | 58k | $3.3M | 0% | Mar 2024 |
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| Spinnaker Investment Group | 57k | $3.3M | 10% | Mar 2024 |
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| Ehrlich Financial Group | 57k | $3.3M | 100% | Mar 2024 |
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| United Capital Financial Advisers | 56k | $3.2M | -10% | Mar 2024 |
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| Bell Investment Advisors | 55k | $3.2M | 8% | Mar 2024 |
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| Warren Street Wealth Advisors | 54k | $3.1M | -3% | Mar 2024 |
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| Creative Capital Management Investments | 54k | $3.1M | 2% | Mar 2024 |
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| Heritage Wealth Management | 52k | $3.0M | 12% | Mar 2024 |
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| Williams & Novak | 45k | $2.6M | 0% | Mar 2024 |
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| DeDora Capital | 42k | $2.4M | 3% | Mar 2024 |
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| Westside Investment Management | 40k | $2.3M | 1% | Mar 2024 |
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| HighTower Advisors | 40k | $2.3M | -12% | Mar 2024 |
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| Hsbc Holdings | 37k | $2.1M | 3% | Dec 2023 |
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| Pacific Capital Wealth Advisors | 37k | $2.1M | -6% | Mar 2024 |
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| RHS Financial | 36k | $2.1M | 56% | Mar 2024 |
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| Buckingham Asset Management | 35k | $2.0M | 107% | Mar 2024 |
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| Atomi Financial Group | 33k | $1.9M | 58% | Mar 2024 |
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| Gould Asset Management | 32k | $1.8M | 16% | Mar 2024 |
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| Us Bancorp | 28k | $1.6M | 24% | Mar 2024 |
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| Towerpoint Wealth | 27k | $1.6M | -1% | Mar 2024 |
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| Running Point Capital Advisors | 27k | $1.6M | -21% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 26k | $1.5M | -11% | Mar 2024 |
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| Safeguard Investment Advisory Group | 26k | $1.5M | -5% | Dec 2023 |
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| Fairview Capital Investment Management | 26k | $1.5M | -49% | Mar 2024 |
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| Apella Capital | 26k | $1.5M | -3% | Mar 2024 |
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| O'shaughnessy Asset Management | 26k | $1.5M | 41% | Mar 2024 |
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| Boltwood Capital Management | 25k | $1.4M | 1% | Mar 2024 |
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| SimpliFi | 24k | $1.4M | -10% | Mar 2024 |
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| Neumann Capital Management | 24k | $1.4M | 58% | Mar 2024 |
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| Wedmont Private Capital | 24k | $1.4M | 5% | Mar 2024 |
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| HCR Wealth Advisors | 23k | $1.3M | -6% | Mar 2024 |
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| McNaughton Wealth Management | 23k | $1.3M | 3% | Mar 2024 |
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| Orion Portfolio Solutions | 22k | $1.3M | -6% | Mar 2024 |
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| WealthCollab | 22k | $1.3M | 3% | Mar 2024 |
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| Curtis Advisory Group | 22k | $1.3M | 12% | Mar 2024 |
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| Merriman Wealth Management | 22k | $1.3M | 8% | Mar 2024 |
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| McIlrath & Eck | 22k | $1.2M | 7% | Mar 2024 |
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| Traverso Chambers Private Wealth Management | 21k | $1.2M | 0% | Dec 2023 |
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| Johnson Bixby & Associates | 21k | $1.2M | 0% | Mar 2024 |
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| Empower Advisory Group | 21k | $1.2M | -2% | Mar 2024 |
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| Private Ocean | 20k | $1.1M | 0% | Mar 2024 |
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| Goss Wealth Management | 19k | $1.1M | 195% | Mar 2024 |
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| Tillman Hartley | 19k | $1.1M | 0% | Mar 2024 |
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| H D Vest Advisory Services | 19k | $1.1M | 3% | Mar 2024 |
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| Savant Capital Management | 18k | $1.1M | 100% | Mar 2024 |
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| Eclectic Associates | 17k | $998k | -34% | Mar 2024 |
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| LM Advisors | 17k | $993k | 0% | Mar 2024 |
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| Wealthfront Advisers | 17k | $983k | 34% | Mar 2024 |
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| Petix & Botte | 17k | $978k | 100% | Mar 2024 |
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| Topel & Distasi Wealth Management | 17k | $978k | 56% | Mar 2024 |
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| Journey Strategic Wealth | 17k | $974k | 21% | Mar 2024 |
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| One Degree Advisors | 17k | $971k | 5% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 16k | $938k | 100% | Mar 2024 |
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| Goldman Sachs Group | 16k | $922k | 70% | Mar 2024 |
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| AE Wealth Management | 16k | $910k | 0% | Mar 2024 |
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| Werba Rubin Papier Wealth Management | 15k | $847k | 100% | Mar 2024 |
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| Financial Advocates Investment Management | 15k | $845k | 2% | Mar 2024 |
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| ValMark Advisers | 14k | $830k | 2% | Mar 2024 |
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| Carl P. Sherr & Co | 14k | $819k | 0% | Mar 2024 |
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| Resources Investment Advisors | 14k | $812k | 22% | Mar 2024 |
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| Stifel Financial | 13k | $758k | -50% | Mar 2024 |
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| KWB Wealth | 13k | $744k | 0% | Mar 2024 |
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| Ariston Services Group | 13k | $740k | -27% | Mar 2024 |
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| Tenon Financial | 13k | $736k | 100% | Mar 2024 |
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| Townsquare Capital | 12k | $716k | 100% | Mar 2024 |
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| Farmers & Merchants Trust Co of Long Beach | 12k | $712k | 38% | Mar 2024 |
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| Integris Wealth Management | 12k | $704k | 0% | Mar 2024 |
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| Honkamp Krueger Financial Services | 12k | $702k | 0% | Mar 2024 |
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| Three Bridge Wealth Advisors | 12k | $671k | 25% | Mar 2024 |
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| Investment Advisory Group | 11k | $656k | 0% | Mar 2024 |
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| Brian McDonald | 11k | $646k | 26% | Mar 2024 |
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| Change Path | 11k | $633k | -16% | Dec 2023 |
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| VERITY Wealth Advisors | 11k | $628k | -42% | Mar 2024 |
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| Atlantic Trust | 11k | $615k | 100% | Mar 2024 |
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| Hamilton Wealth | 11k | $622k | 167% | Dec 2023 |
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| Bristlecone Advisors | 11k | $616k | 9% | Mar 2024 |
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| Motley Fool Wealth Management | 11k | $605k | 0% | Mar 2024 |
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| Mattern Capital Management | 10k | $600k | -4% | Dec 2023 |
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| Wealthcare Advisory Partners | 10k | $593k | 53% | Mar 2024 |
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| True Link Financial Advisors | 10k | $593k | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 9.8k | $562k | 2% | Mar 2024 |
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| RiverFront Investment Group | 9.8k | $561k | 100% | Mar 2024 |
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| Citadel Advisors | 9.4k | $542k | 69% | Mar 2024 |
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| Brighton Jones | 9.1k | $523k | 100% | Mar 2024 |
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| Leucadia National Corporation | 9.0k | $516k | -60% | Mar 2024 |
|
| Fisher Investments | 6.5k | $373k | -46% | Mar 2024 |
|
| Leisure Capital Management | 6.3k | $362k | -81% | Mar 2024 |
|
Who sold out of iShares S&P Cal AMTFr Mncpl Bnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Financial Connections Group | Dec 2023 | 268k | $16M |
| Signature Estate and Investment Advisors | Dec 2023 | 119k | $6.9M |
| Invera Wealth Advisors | Dec 2023 | 21k | $1.2M |
| Peninsula Wealth | Dec 2023 | 21k | $1.2M |
| Allspring Global Investments Holdings | Dec 2023 | 17k | $986k |
| IMPACTfolio | Sep 2023 | 15k | $818k |
| NewEdge Wealth | Dec 2023 | 13k | $742k |
| One Capital Management | Dec 2023 | 13k | $730k |
| My Personal CFO | Dec 2023 | 10k | $579k |
| Stonehage Fleming Financial Services Holdings | Sep 2023 | 9.5k | $518k |