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Disclosery

CMF ISHARES TR

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CALIF MUN BD ETF (fund)

301 managers (302 13F filers) reported a position in CMF shares at 2024-12-31, 50,585,794 shares in all. 32 filers opened a position and 24 filers sold out during the quarter.

Managers
301
13F filers
302
New
32
Added
143
Reduced
54
Sold out
24
Shares held by filers
50,585,794

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WESPAC Advisors SoCal, LLC7,857$450K0.1%+2,60113F-HRTimeline
Nautilus Advisors LLC7,850$450K0.36%13F-HRTimeline
Catalina Capital Group, LLC7,363$422K0.14%+2,14713F-HRTimeline
Golden State Wealth Management, LLC7,248$415K0.06%13F-HRTimeline
North Berkeley Wealth Management, LLC7,152$410K0.42%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,138$409K<0.01%-50213F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC7,010$402K0.01%013F-HRTimeline
Sovran Advisors, LLC7,110$401K0.06%13F-HRTimeline
GAMMA Investing LLC6,893$395K0.03%+1,51913F-HRTimeline
Perigon Wealth Management, LLC6,968$394K0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6,858$393K0.13%+6513F-HRTimeline
Strategic Financial Services, Inc.6,844$392K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…6,737$386K<0.01%-70813F-HRTimeline
PRIVATE TRUST CO NA6,696$384K0.04%+1213F-HRTimeline
Maxwell Wealth Strategies Inc.6,682$383K0.16%+4413F-HRTimeline
Cherry Tree Wealth Management, LLC6,669$382K0.09%013F-HRTimeline
Sanchez Wealth Management Group6,665$382K0.1%new13F-HRTimeline
Eagle Ridge Investment Management6,605$378K0.03%-24513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Summit Wealth Group, LLC6,436$369K0.11%new13F-HRTimeline
Whitegate Investment Counselors, Inc.6,350$364K0.12%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,300$361K<0.01%013F-HRTimelineGroup
ShankerValleau Wealth Advisors, Inc.6,299$361K0.12%013F-HRTimeline
Prosperitas Financial LLC6,264$359K0.18%013F-HRTimeline
Fort Point Capital Partners LLC6,136$351K0.04%013F-HRTimeline
Elyxium Wealth, LLC6,066$347K0.21%013F-HRTimeline
Ledyard National Bank6,000$344K0.03%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,874$336K<0.01%-49013F-HRTimelineGroup
Fisher Asset Management, LLC5,868$336K<0.01%-23413F-HRTimeline
Manuka Financial, LLC5,845$335K0.23%13F-HRTimeline
KM Capital Management Ltd.5,755$330K0.17%+5513F-HRTimeline
PFG Advisors5,724$328K0.02%+27213F-HRTimeline
Perennial Investment Advisors, LLC5,705$327K0.04%-27613F-HRTimeline
Fortitude Financial, LLC5,694$326K0.18%13F-HRTimeline
Kingsview Wealth Management, LLC5,684$326K0.01%-10013F-HRTimeline
Tidemark, LLC5,548$318K0.12%+4,49813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,478$314K0.13%new13F-HRTimeline
Quadrant Private Wealth Management, LLC5,452$312K0.08%new13F-HRTimeline
Steward Partners Investment Advisory, L…5,411$310K<0.01%+913F-HRTimeline
Wise Wealth Partners5,342$306K0.75%13F-HRTimeline
Two West Capital Advisors LLC5,231$300K0.26%new13F-HRTimeline
ALTFEST L J & CO INC5,218$299K0.04%013F-HRTimeline
Legacy Edge Advisors, LLC5,200$298K0.05%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,100$292K<0.01%+25013F-HRTimelineGroup
Factor Wealth Management LTD5,044$289K0.1%13F-HRTimeline
Chesley Taft & Associates LLC4,950$284K0.01%-15013F-HRTimeline
IMPACTfolio, LLC4,891$280K0.15%+27013F-HRTimeline
Wealthspire Retirement, LLC4,815$276K0.02%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,748$272K<0.01%013F-HRTimelineGroup
Roberts Financial Services LLC4,570$262K0.05%new13F-HRTimeline
Emergent Wealth Advisors, LLC4,508$258K0.19%013F-HRTimeline
HB Wealth Management, LLC4,491$257K<0.01%+87613F-HRTimeline
FCA CORP /TX4,480$257K0.08%013F-HRTimeline
Integrity Financial Corp /WA4,464$256K0.15%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.4,462$256K0.01%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,458$255K<0.01%+5013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,406$252K0.01%+25013F-HRTimeline
Magnus Financial Group LLC4,364$250K0.02%new13F-HRTimeline
Meridian Wealth Management, LLC4,330$248K0.01%new13F-HRTimeline
Southland Equity Partners LLC4,318$247K0.06%013F-HRTimeline
Financial Advisors Network, Inc.4,156$238K0.04%13F-HRTimeline
Watts Gwilliam & Co., LLC4,125$235K0.05%new13F-HRTimeline
CALTON & ASSOCIATES, INC.3,994$229K0.1%+1513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,944$226K<0.01%+3613F-HRTimelineGroup
NWF Advisory Services Inc.3,807$218K0.03%new13F-HRTimeline
Global Retirement Partners, LLC3,647$209K0.01%+1,00013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,610$207K0.01%new13F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,603$206K<0.01%new13F-HRTimelineGroup
Morton Capital Management LLC/CA3,581$205K0.04%+3413F-HRTimeline
Sherman Asset Management, Inc.3,563$204K0.19%13F-HRTimeline
VAN STRUM & TOWNE INC.3,500$200K0.07%-2,60013F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,479$199K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…3,205$184K0.11%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,974$170K0.02%+2813F-HRTimeline
Farther Finance Advisors, LLC2,788$160K0.01%+15513F-HRTimeline
Qube Research & Technologies Ltd2,555$146K<0.01%+20313F-HRTimeline
Continuum Advisory, LLC2,420$139K0.02%new13F-HRTimeline
Van Hulzen Asset Management, LLC2,187$125K0.01%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…2,093$120K0.01%013F-HRTimelineGroup
Signature Resources Capital Management,…1,968$113K0.1%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,802$103K0.01%+1,21913F-HRTimelineGroup
Larson Financial Group LLC1,500$85.9K<0.01%013F-HRTimeline
IFP Advisors, Inc1,321$75.7K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,250$71.6K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,200$68.7K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,107$63.4K<0.01%+3013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,100$63K0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1,085$62.2K0.05%13F-HRTimeline
Founders Financial Alliance, LLC1,001$57.4K0.02%+913F-HRTimeline
Crewe Advisors LLC875$50.1K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC750$43K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC704$40.3K<0.01%013F-HRTimeline
Asset Planning,Inc700$40.1K0.03%13F-HRTimeline
BALLAST ADVISORS LLC405$23.2K0.01%-9013F-HRTimeline
Winthrop Capital Management, LLC242$14K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.156$8.94K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC138$7.91K<0.01%new13F-HRTimelineGroup
Longview Financial Advisors LLC66$3.78K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.61$3.48K<0.01%013F-HRTimeline
Horizon Investments, LLC42$2.4K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC15$860<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.