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Get Institutions for : 
iShares S&P CA AMT-Free Municipal Bd (CMF)  
$56.56 0.21 (0.37%) as of 4:30 Thu 5/23


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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  : 
0.75 (1.34%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 27 - 2024-03-31 9,582,583 $551,382,000 498,699
   FMR LLC 628 - 2024-03-31 5,196,825 $299,025,000 560,129
   MORGAN STANLEY 1172 - 2024-03-31 1,791,543 $103,085,000 121,153
   MARINER WEALTH ADVISORS, LLC 210 - 2024-03-31 759,429 $43,698,000 31,945
   LPL FINANCIAL CORP 612 - 2024-03-31 716,203 $41,210,000 32,747
   BAILARD BIEHL & KAISER INC 18 - 2024-03-31 662,709 $38,132,000 516,719
   TIAA TRUST NATIONAL ASSOCIATION 93 - 2024-03-31 641,580 $36,917,000 14,967
   WELLS FARGO & CO/MN 837 - 2024-03-31 626,226 $36,033,000 21,226
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 17 - 2024-03-31 556,424 $32,017,000 142,075
   Facet Wealth Inc. 22 - 2024-03-31 463,495 $26,461,000 174,372
   JANE STREET GROUP LLC 490 - 2024-03-31 350,698 $20,179,000 339,683
   Opes Wealth Management LLC 3 - 2024-03-31 340,083 $19,568,000 45,969
   ROYAL BANK OF CANADA 1141 - 2024-03-31 339,773 $19,550,000 11,853
   Adviser Investments LLC 66 - 2024-03-31 333,737 $19,203,000 1,439
   Brio Consultants LLC 10 - 2024-03-31 304,140 $17,500,000 25,624
   ALLIANCEBERNSTEIN L.P. 936 - 2024-03-31 297,280 $17,105,000 2,337
   J P MORGAN CHASE & CO 1771 - 2024-03-31 284,528 $16,372,000 63,253
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 249 - 2024-03-31 246,333 $14,174,000 13,371
   MYECFO LLC 4 - 2024-03-31 206,092 $11,847,000 13,971
   SEI INVESTMENTS CO 871 - 2024-03-31 190,316 $10,951,000 9,804
   CREATIVE PLANNING 387 - 2024-03-31 187,524 $10,790,000 14,943
   PURE FINANCIAL ADVISORS, INC. 52 - 2024-03-31 175,061 $10,073,000 3,407
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 818 - 2024-03-31 166,774 $9,596,000 7,253
   BANK OF THE WEST 21 - 2022-12-31 170,595 $9,572,000 124,808
   Betterment LLC 85 - 2024-03-31 163,274 $9,395,000 47,693
   TIAA FSB 178 - 2023-06-30 150,025 $8,544,000 80,064
   Cetera Investment Advisers 204 - 2024-03-31 142,161 $8,180,000 372
   Beacon Pointe Advisors LLC 214 - 2024-03-31 131,128 $7,545,000 8,349
   HPM Partners LLC 537 - 2024-03-31 129,534 $7,453,000 11,846
   COMMONWEALTH EQUITY SERVICES LLC. 944 - 2024-03-31 125,707 $7,233,000 16,911
   Certus Wealth Management LLC 5 - 2024-03-31 115,626 $6,585,000 42,392
   Rinkey Investments 11 - 2024-03-31 111,367 $6,408,000 1,585
   Navalign LLC 12 - 2024-03-31 107,904 $6,209,000 6,083
   Affinity Capital Advisors LLC 20 - 2024-03-31 96,107 $5,530,000 30,988
   Traveka Wealth LLC 8 - 2024-03-31 94,177 $5,419,000 2,029
   Parallel Advisors LLC 115 - 2024-03-31 91,943 $5,290,000 1,259
   Envestnet Portfolio Solutions Inc. 383 - 2024-03-31 84,689 $4,873,000 26,566
   Kestra Advisory Services LLC 575 - 2024-03-31 74,738 $4,300,000 6,242
   WHITTIER TRUST CO 212 - 2024-03-31 74,205 $4,270,000 12,386
   AJ WEALTH STRATEGIES LLC 61 - 2023-06-30 73,339 $4,177,000 306
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 44 - 2024-03-31 68,941 $3,967,000 2,195
   FIRST AMERICAN TRUST CO 80 - 2024-03-31 67,724 $3,897,000 2,317
   Elmwood Wealth Management Inc. 13 - 2024-03-31 62,890 $3,619,000 10,268
   Omega Financial Group LLC 23 - 2024-03-31 60,997 $3,510,000 2,827
   Steel Peak Wealth Management LLC 101 - 2024-03-31 60,225 $3,465,000 5,963
   Spinnaker Investment Group LLC 14 - 2024-03-31 57,401 $3,303,000 5,385
   EHRLICH FINANCIAL GROUP 11 - 2024-03-31 56,641 $3,259,000 17,002
   Bell Investment Advisors Inc 28 - 2024-03-31 54,874 $3,157,000 4,028
   Creative Capital Management Investments LLC 9 - 2024-03-31 53,570 $3,082,000 1,055
   Heritage Wealth Management Inc. /CA/ 10 - 2024-03-31 52,213 $3,004,000 5,550
   MML INVESTORS SERVICES LLC 956 - 2024-03-31 42,778 $2,461,000 5,877
   DeDora Capital Inc. 32 - 2024-03-31 42,414 $2,441,000 1,095
   Westside Investment Management Inc. 43 - 2024-03-31 40,020 $2,302,000 350
   RHS Financial LLC 21 - 2024-03-31 36,349 $2,092,000 13,054
   BUCKINGHAM ASSET MANAGEMENT, LLC 235 - 2024-03-31 35,291 $2,031,000 18,279
   Atomi Financial Group Inc. 117 - 2024-03-31 32,876 $1,892,000 12,120
   GOULD ASSET MANAGEMENT LLC /CA/ 33 - 2024-03-31 31,520 $1,814,000 4,345
   US BANCORP 913 - 2024-03-31 28,199 $1,623,000 5,448
   O SHAUGHNESSY ASSET MANAGEMENT LLC 678 - 2024-03-31 25,625 $1,474,000 7,482
   BOLTWOOD CAPITAL MANAGEMENT 63 - 2024-03-31 24,560 $1,413,000 185
   Neumann Capital Management LLC 46 - 2024-03-31 24,020 $1,382,000 8,800
   Wedmont Private Capital 133 - 2024-03-31 23,978 $1,367,000 1,091
   McNaughton Wealth Management LLC 30 - 2024-03-31 23,235 $1,337,000 726
   WealthCollab LLC 23 - 2024-03-31 22,128 $1,273,000 642
   Curtis Advisory Group LLC 38 - 2024-03-31 22,030 $1,268,000 2,382
   McIlrath & Eck LLC 40 - 2024-03-31 21,650 $1,246,000 1,353
   Personal Capital Advisors Corp 231 - 2022-12-31 21,297 $1,195,000 85
   Goss Wealth Management LLC 941 - 2024-03-31 19,323 $1,112,000 7,546
   H D Vest Advisory Services 719 - 2024-03-31 18,458 $1,062,000 563
   Wealthfront Advisers LLC 619 - 2024-03-31 17,078 $983,000 4,358
   Topel & Distasi Wealth Management LLC 48 - 2024-03-31 16,993 $978,000 6,083
   JOURNEY STRATEGIC WEALTH LLC 79 - 2024-03-31 16,933 $974,000 2,990
   One Degree Advisors Inc 30 - 2024-03-31 16,871 $971,000 764
   GOLDMAN SACHS GROUP INC/ 3617 - 2024-03-31 16,025 $922,000 6,614
   Financial Advocates Investment Management 339 - 2024-03-31 14,680 $845,000 278
   VALMARK ADVISERS INC 294 - 2024-03-31 14,419 $830,000 300
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 97 - 2024-03-31 12,373 $712,000 3,425
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 33 - 2023-03-31 12,026 $691,000 4,774
   Three Bridge Wealth Advisors LLC 54 - 2024-03-31 11,663 $671,000 2,356
   COMERICA BANK 1758 - 2024-03-31 11,233 $646,000 2,437
   Change Path LLC 497 - 2024-03-31 10,961 $631,000 37
   YCMNET ADVISORS INC 138 - 2024-03-31 10,880 $626,000 5,687
   Hamilton Wealth LLC 53 - 2023-12-31 10,742 $622,000 6,713
   Bristlecone Advisors LLC 168 - 2024-03-31 10,710 $616,000 896
   MATTERN CAPITAL MANAGEMENT LLC 101 - 2024-03-31 10,674 $614,000 312
   Wealthcare Advisory Partners LLC 500 - 2024-03-31 10,302 $593,000 3,587
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1498 - 2024-03-31 9,767 $562,000 203
   CITADEL ADVISORS LLC 3649 - 2024-03-31 9,418 $542,000 3,849
   FLOW TRADERS U.S. LLC 454 - 2024-03-31 8,372 $482,000 8,372
   COLDSTREAM CAPITAL MANAGEMENT INC 562 - 2024-03-31 8,350 $480,000 50
   Hall Private Wealth Advisors 30 - 2023-09-30 8,402 $461,000 1,637
   IEQ CAPITAL LLC 647 - 2024-03-31 8,008 $461,000 35
   DAVIDSON INVESTMENT ADVISORS 98 - 2024-03-31 7,887 $454,000 2,325
   Integrated Wealth Concepts LLC 1120 - 2024-03-31 7,251 $417,000 1,997
   EAGLE RIDGE INVESTMENT MANAGEMENT 114 - 2024-03-31 6,711 $386,000 131
   Lido Advisors LLC 873 - 2024-03-31 6,544 $377,000 251
   Northeast Financial Group Inc. 53 - 2024-03-31 6,509 $375,000 1,837
   PFG Advisors 486 - 2024-03-31 6,077 $350,000 1,237
   Shira Ridge Wealth Management 58 - 2024-03-31 6,018 $346,000 251
   PRIVATE TRUST CO NA 478 - 2024-03-31 5,740 $330,000 41
  100 Records found
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