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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
   Alpha Cubed Investments LLC 295 *Closed 2024-03-31 0 $0 -8,478
   FLOW TRADERS U.S. LLC 841 *Closed 2023-12-31 0 $0 -67,980
   TOWER RESEARCH CAPITAL LLC 5596 *Closed 2023-12-31 0 $0 -1
   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
   Forum Financial Management LP 695 *Closed 2023-12-31 0 $0 -4,862
   Planned Solutions Inc. 387 *Closed 2024-03-31 0 $0 -2,779
   Westshore Wealth LLC 97 *Closed 2023-12-31 0 $0 -5,321
   BANK OF NEW YORK MELLON CORP 4186 *Closed 2024-03-31 0 $0 -5,720
   OLD MISSION CAPITAL LLC 1043 *Closed 2023-12-31 0 $0 -53,200
   Tortoise Investment Management LLC 801 *Closed 2023-12-31 0 $0 -700
   Invera Wealth Advisors LLC 92 *Closed 2024-03-31 0 $0 -21,366
   Financial Connections Group Inc. *Closed 2024-03-31 0 $0 -267,515
   SUMMIT WEALTH & RETIREMENT PLANNING INC. 59 *Closed 2023-12-31 0 $0 -13,264
   Emerald Investment Partners LLC 514 *Closed 2024-03-31 0 $0 -600
   PFG Investments LLC 1049 *Closed 2024-03-31 0 $0 -3,700
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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