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Get Institutions for : 
iShares S&P CA AMT-Free Municipal Bd (CMF)  
$57.14 0.10 (0.17%) as of 4:30 Fri 5/10


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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  : 
1.33 (2.38%)  




 
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
34,646
 0.1%
 
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
   DEUTSCHE BANK AG 1248 - 2023-12-31 82,670 $4,790,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 201 - 2023-12-31 45,879 $2,658,000 0
   Williams & Novak LLC 5 - 2024-03-31 44,500 $2,578,000 0
   Traverso Chambers Private Wealth Management LLC 45 - 2023-12-31 21,079 $1,221,000 0
   Johnson Bixby & Associates LLC 40 - 2024-03-31 20,582 $1,184,000 0
   Private Ocean LLC 59 - 2024-03-31 19,909 $1,146,000 0
   Carl P. Sherr & Co. LLC - 2024-03-31 14,229 $819,000 0
   VALMARK ADVISERS INC 277 - 2023-12-31 14,119 $818,000 0
   KWB Wealth 71 - 2024-03-31 12,935 $744,000 0
   Integris Wealth Management LLC - 2024-03-31 12,242 $704,000 0
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV - 2024-03-31 12,196 $702,000 0
   Investment Advisory Group LLC - 2024-03-31 11,400 $656,000 0
   Motley Fool Wealth Management LLC 117 - 2023-12-31 10,513 $609,000 0
   Stonehage Fleming Financial Services Holdings Ltd 90 - 2023-12-31 9,473 $549,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 510 - 2023-12-31 8,300 $481,000 0
   Waypoint Wealth Partners Inc. 48 - 2024-03-31 8,000 $460,000 0
   NDWM LLC 24 - 2024-03-31 7,438 $428,000 0
   CLIFFORD ASSOCIATES LLC 240 - 2024-03-31 7,010 $403,000 0
   Cherry Tree Wealth Management LLC - 2024-03-31 6,669 $384,000 0
   Life Planning Partners Inc 46 - 2024-03-31 6,561 $378,000 0
   WEDBUSH MORGAN SECURITIES INC 664 - 2023-12-31 6,528 $378,000 0
   Taylor Cottrill Erickson & Associates Inc. - 2024-03-31 6,350 $365,000 0
   Falcon Wealth Planning 103 - 2024-03-31 6,153 $354,000 0
   VAN STRUM & TOWNE INC - 2024-03-31 6,100 $351,000 0
   OPPENHEIMER & CO INC 1117 - 2023-12-31 5,520 $320,000 0
   SOL CAPITAL MANAGEMENT CO 261 - 2024-03-31 5,300 $305,000 0
   CAPRIN ASSET MANAGEMENT LLC /ADV 12 - 2022-12-31 4,938 $277,000 0
   Stratos Wealth Partners LTD. 1121 - 2024-03-31 4,748 $273,000 0
   FCA CORP /TX 151 - 2023-12-31 4,480 $260,000 0
   Apollon Wealth Management LLC - 2024-03-31 4,220 $243,000 0
   Financial Advisors Network Inc. 152 - 2023-12-31 4,156 $241,000 0
   Streettalk Advisors LLC - 2024-03-31 4,100 $236,000 0
   Cassady Schiller Wealth Management LLC 102 - 2023-12-31 3,680 $213,000 0
   BAKER AVENUE ASSET MANAGEMENT, LP 337 - 2023-12-31 3,682 $213,000 0
   HB Wealth Management LLC - 2024-03-31 3,615 $208,000 0
   Signature Resources Capital Management LLC 43 - 2024-03-31 3,517 $204,000 0
   MASSMUTUAL TRUST CO FSB/ADV 377 - 2024-03-31 3,479 $200,000 0
   WELCH & FORBES LLC - 2024-03-31 3,479 $200,000 0
   PNC FINANCIAL SERVICES GROUP INC 2281 - 2023-12-31 2,856 $165,000 0
   AdvisorNet Financial Inc 707 - 2024-03-31 1,250 $72,000 0
   ST GERMAIN D J CO INC 359 - 2024-03-31 1,200 $69,000 0
   Founders Financial Alliance LLC 330 - 2023-12-31 992 $57,000 0
   FIRST MANHATTAN CO 1017 - 2023-12-31 361 $21,000 0
   HARBOUR INVESTMENTS INC. 2509 - 2023-12-31 61 $4,000 0
   Smartleaf Asset Management LLC - 2024-03-31 15 $1,000 0
   Silicon Valley Capital Partners - 2024-03-31 5 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  47 Records found
  1    
  Page 1 of 1
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