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Get Institutions for : 
iShares S&P CA AMT-Free Municipal Bd (CMF)  
$56.93 0.06 (0.11%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 237    5
Total shares held : 
 34,443,387  
% of shares held : 
 38.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 5,440,013  
% of shares held change : 
   6.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $54.38  
Last Quarter's Ending Price : 
 $57.94  
Last Quarter's Average Price : 
 $55.81  
Change from last quarter's     
avg. price to the last closing  : 
1.12 (2.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 702,646
 2.04%
 
Increased Positions :
85
 7,754,798
 22.51%
 
Unchanged Positions :
49
 688,473
 2%
 
Decreased Positions :
78
-2,769,028
-8.04%
 
Closed Positions :
20
-248,403
-0.72%
 
Guru Positions :
2
15,442
 0.04%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   West Wealth Group LLC 12 *New 2024-03-31 128,045 $7,368,000 128,045
   SAVANT CAPITAL MANAGEMENT INC 523 *New 2024-03-31 18,406 $1,059,000 18,406
   Petix & Botte Co 68 *New 2024-03-31 16,993 $978,000 16,993
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 132 *New 2024-03-31 16,306 $938,000 16,306
   Werba Rubin Papier Wealth Management 52 *New 2024-03-31 14,717 $847,000 14,717
   TOWNSQUARE CAPITAL LLC 746 *New 2024-03-31 12,444 $716,000 12,444
   MULTIFINANCIAL SECURITIES CORP 1401 *New 2024-03-31 11,790 $678,000 11,790
   CLS INVESTMENT FIRM LLC 895 *New 2022-12-31 11,443 $642,000 11,443
   Atlantic Trust Group LLC 775 *New 2024-03-31 10,750 $615,000 10,750
   True Link Financial Advisors LLC 35 *New 2024-03-31 10,300 $593,000 10,300
   ZBN.A. 245 *New 2024-03-31 10,000 $575,000 10,000
   RIVERFRONT INVESTMENT GROUP, LLC 91 *New 2024-03-31 9,752 $561,000 9,752
   ShankerValleau Wealth Advisors Inc. 17 *New 2024-03-31 7,335 $422,000 7,335
   ASPEN INVESTMENT MANAGEMENT INC 117 *New 2024-03-31 6,962 $401,000 6,962
   FIRST NATIONAL BANK SIOUX FALLS 95 *New 2024-03-31 6,000 $345,000 6,000
   Catalina Capital Group LLC 174 *New 2024-03-31 5,174 $298,000 5,174
   CHESLEY TAFT & ASSOCIATES LLC/IL 282 *New 2024-03-31 5,100 $293,000 5,100
   ROSENBLUM SILVERMAN SUTTON S F INC /CA 72 *New 2024-03-31 4,600 $265,000 4,600
   SageView Advisory Group LLC 446 *New 2024-03-31 3,580 $263,000 3,580
   Southland Equity Partners LLC 186 *New 2024-03-31 4,318 $248,000 4,318
   Gerber Kawasaki Wealth & Investment Management 256 *New 2024-03-31 3,874 $223,000 3,874
   BROWN ADVISORY HOLDINGS INC 1159 *New 2024-03-31 3,857 $222,000 3,857
   TWO SIGMA SECURITIES LLC 824 *New 2024-03-31 3,809 $219,000 3,809
   AlphaCore Capital LLC 140 *New 2024-03-31 3,658 $210,000 3,658
   CWM LLC 1892 *New 2024-03-31 1,659 $95,000 1,659
   Farther Finance Advisors LLC 1207 *New 2024-03-31 820 $47,000 820
   ANGELES WEALTH MANAGEMENT LLC 275 *New 2024-03-31 281 $16,000 281
  27 Records found
  1    
  Page 1 of 1
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