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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
   Alpha Cubed Investments LLC 295 *Closed 2024-03-31 0 $0 -8,478
   COLONY GROUP LLC 758 *Closed 2023-09-30 0 $0 -4,303
   My Personal CFO LLC 98 *Closed 2024-03-31 0 $0 -10,000
   Stonehage Fleming Financial Services Holdings Ltd 202 *Closed 2024-03-31 0 $0 -9,473
   SHEETS SMITH & ASSOCIATES INC 421 *Closed 2024-03-31 0 $0 -1,007
   Team Financial Group LLC 88 *Closed 2024-03-31 0 $0 -56
   NewEdge Wealth LLC 808 *Closed 2024-03-31 0 $0 -12,800
   Planned Solutions Inc. 387 *Closed 2024-03-31 0 $0 -2,779
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 200 *Closed 2024-03-31 0 $0 -119,441
   Westshore Wealth LLC 97 *Closed 2023-12-31 0 $0 -5,321
   One Capital Management LLC 306 *Closed 2024-03-31 0 $0 -12,600
   BANK OF NEW YORK MELLON CORP 4186 *Closed 2024-03-31 0 $0 -5,720
   JustInvest LLC 1669 *Closed 2024-03-31 0 $0 -3,914
   Invera Wealth Advisors LLC 92 *Closed 2024-03-31 0 $0 -21,366
   Orin Green Financial LLC 45 *Closed 2024-03-31 0 $0 -330,689
   Peninsula Wealth LLC 122 *Closed 2024-03-31 0 $0 -21,181
   Financial Connections Group Inc. *Closed 2024-03-31 0 $0 -267,515
   BAKER AVENUE ASSET MANAGEMENT, LP 371 *Closed 2024-03-31 0 $0 -3,682
   Emerald Investment Partners LLC 514 *Closed 2024-03-31 0 $0 -600
   PFG Investments LLC 1049 *Closed 2024-03-31 0 $0 -3,700
  20 Records found
  1    
  Page 1 of 1
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