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Disclosery

CMF ISHARES TR

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CALIF MUN BD ETF (fund)

307 managers (309 13F filers) reported a position in CMF shares at 2025-03-31, 52,655,138 shares in all. 30 filers opened a position and 19 filers sold out during the quarter.

Managers
307
13F filers
309
New
30
Added
111
Reduced
109
Sold out
19
Shares held by filers
52,655,138

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BRIGHTON JONES LLC8,757$493K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,642$486K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,556$482K<0.01%+2,25613F-HRTimelineGroup
GAMMA Investing LLC8,361$471K0.04%+1,46813F-HR/ATimeline
Life Planning Partners, Inc8,337$469K0.42%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.8,083$455K0.02%new13F-HRTimelineGroup
Neumann Capital Management, LLC8,000$450K0.16%013F-HRTimeline
Waypoint Wealth Partners Inc.8,000$450K0.12%013F-HRTimeline
Nautilus Advisors LLC7,850$442K0.36%013F-HRTimeline
Adero Partners, LLC7,845$442K0.03%-4,43413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,782$438K0.05%-49013F-HRTimeline
Smartleaf Asset Management LLC7,754$435K0.04%+7,73913F-HRTimeline
NorthCrest Asset Manangement, LLC7,677$432K0.01%-24113F-HRTimeline
Fortitude Financial, LLC7,552$425K0.4%+1,85813F-HRTimeline
Perigon Wealth Management, LLC7,522$423K0.01%+55413F-HRTimeline
SFE Investment Counsel7,385$416K0.08%new13F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…7,249$408K0.15%-1,42613F-HRTimelineGroup
Fisher Asset Management, LLC7,004$394K<0.01%+1,13613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6,891$388K0.13%+3313F-HRTimeline
Golden State Wealth Management, LLC6,874$387K0.06%-37413F-HR/ATimeline
Two West Capital Advisors LLC6,990$382K0.32%+1,75913F-HRTimeline
PRIVATE TRUST CO NA6,696$377K0.04%013F-HRTimeline
Carnegie Investment Counsel6,675$376K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC6,669$375K0.09%013F-HRTimeline
Sanchez Wealth Management Group6,495$366K0.1%-17013F-HRTimeline
Summit Wealth Group, LLC6,436$362K0.11%013F-HRTimeline
Cambridge Investment Research Advisors,…6,369$358K<0.01%-36813F-HRTimeline
Whitegate Investment Counselors, Inc.6,350$357K0.13%013F-HRTimeline
Atria Wealth Solutions, Inc.6,276$353K<0.01%-5,74513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,218$350K<0.01%-92013F-HR/ATimelineGroup
ShankerValleau Wealth Advisors, Inc.6,185$348K0.11%-11413F-HRTimeline
Meridian Wealth Management, LLC6,095$343K0.02%+1,76513F-HRTimeline
Elyxium Wealth, LLC6,066$341K0.15%013F-HRTimeline
UNION SAVINGS BANK6,031$339K0.17%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.6,023$339K0.02%+1,56113F-HRTimeline
Fort Point Capital Partners LLC6,021$339K0.04%-11513F-HRTimeline
Ledyard National Bank6,000$338K0.03%013F-HRTimeline
Perennial Investment Advisors, LLC5,872$330K0.04%+16713F-HRTimeline
PFG Advisors5,733$323K0.02%+913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,684$314K0.14%+20613F-HRTimeline
Steward Partners Investment Advisory, L…5,416$305K<0.01%+513F-HRTimeline
Wise Wealth Partners5,368$302K0.72%+2613F-HRTimeline
Roberts Financial Services LLC5,355$301K0.06%+78513F-HRTimeline
Kingsview Wealth Management, LLC5,321$299K0.01%-36313F-HRTimeline
ALTFEST L J & CO INC5,218$294K0.04%013F-HRTimeline
Legacy Edge Advisors, LLC5,200$293K0.05%013F-HRTimeline
Factor Wealth Management LTD5,044$284K0.09%013F-HRTimeline
Chesley Taft & Associates LLC4,950$279K0.01%013F-HRTimeline
IMPACTfolio, LLC4,929$277K0.15%+3813F-HRTimeline
Wealthspire Retirement, LLC4,838$272K0.02%+2313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,748$267K<0.01%013F-HRTimelineGroup
Emergent Wealth Advisors, LLC4,735$266K0.19%+22713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,544$256K<0.01%new13F-HRTimelineGroup
HB Wealth Management, LLC4,491$253K<0.01%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,488$253K0.01%+8213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,458$251K<0.01%013F-HRTimeline
Quadrant Private Wealth Management, LLC4,387$247K0.06%-1,06513F-HRTimeline
Magnus Financial Group LLC4,381$247K0.02%+1713F-HRTimeline
FCA CORP /TX4,366$246K0.08%-11413F-HRTimeline
Southland Equity Partners LLC4,318$243K0.06%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,300$242K<0.01%-80013F-HRTimelineGroup
Palisade Asset Management, LLC4,281$241K0.02%new13F-HRTimeline
Crossmark Global Holdings, Inc.4,270$240K<0.01%new13F-HRTimeline
CALTON & ASSOCIATES, INC.4,224$238K0.05%+23013F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,962$223K<0.01%+1813F-HRTimelineGroup
Cornerstone Investment Partners, LLC3,923$221K0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,851$217K<0.01%new13F-HRTimelineGroup
Stordahl Capital Management, Inc.3,673$207K0.05%new13F-HRTimeline
Morton Capital Management LLC/CA3,598$203K0.04%+1713F-HRTimeline
Sherman Asset Management, Inc.3,563$201K0.19%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,479$196K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…3,205$180K0.12%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,988$168K0.02%+1413F-HRTimeline
Integrity Financial Corp /WA2,667$150K0.09%-1,79713F-HRTimeline
Qube Research & Technologies Ltd2,515$142K<0.01%-4013F-HRTimeline
Columbia River Financial Group, LLC2,508$141K0.09%new13F-HRTimeline
Continuum Advisory, LLC2,420$136K0.02%013F-HRTimeline
ABOUND FINANCIAL, LLC2,203$124K0.06%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…2,016$113K0.01%-7713F-HRTimelineGroup
Signature Resources Capital Management,…1,853$104K0.09%-11513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,644$92.5K0.01%-15813F-HRTimelineGroup
Larson Financial Group LLC1,500$84.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,250$70.3K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,200$67.5K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC1,177$66.2K0.01%new13F-HRTimeline
IFP Advisors, Inc1,121$63.1K<0.01%-20013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,100$61.9K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,070$60.2K<0.01%-3713F-HRTimelineGroup
Tidemark, LLC1,050$59.1K0.02%-4,49813F-HRTimeline
Olde Wealth Management, LLC1,040$58K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC1,006$56.6K0.01%+513F-HRTimeline
Crewe Advisors LLC875$49.2K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC750$42.2K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC704$39.6K<0.01%013F-HRTimeline
Asset Planning,Inc700$39.4K0.03%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC551$31K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC405$22.8K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…351$19.8K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…351$19.7K<0.01%new13F-HRTimelineGroup
Winthrop Capital Management, LLC242$14K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.156$8.78K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC138$7.91K<0.01%013F-HRTimelineGroup
Longview Financial Advisors LLC84$4.73K<0.01%+1813F-HRTimeline
Parkworth Wealth Management, Inc.66$3.74K<0.01%-1,01913F-HRTimeline
HARBOUR INVESTMENTS, INC.61$3.42K<0.01%013F-HRTimeline
Horizon Investments, LLC43$2.41K<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.