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Disclosery

CMF ISHARES TR

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CALIF MUN BD ETF (fund)

316 managers (319 13F filers) reported a position in CMF shares at 2025-06-30, 48,476,149 shares in all. 31 filers opened a position and 24 filers sold out during the quarter.

Managers
316
13F filers
319
New
31
Added
115
Reduced
115
Sold out
24
Shares held by filers
48,476,149

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Avantax Planning Partners, Inc.10,266$572K0.02%-1,25513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.10,189$567K0.1%-13,60813F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…9,378$523K0.17%+2,12913F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,260$516K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,150$510K<0.01%-7,85613F-HRTimelineGroup
Sequoia Financial Advisors, LLC9,080$506K<0.01%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…9,060$505K0.11%-3,65013F-HRTimeline
KM Capital Management Ltd.8,919$497K0.25%+6713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,889$495K<0.01%-9,51713F-HR/ATimelineGroup
ATLAS CAPITAL ADVISORS INC.8,872$495K0.06%+1,09013F-HRTimeline
BRIGHTON JONES LLC8,757$488K0.01%013F-HRTimeline
SOL Capital Management CO8,425$470K0.05%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,401$467K<0.01%-8,78813F-HRTimeline
Life Planning Partners, Inc8,337$465K0.37%013F-HRTimeline
Caliber Wealth Management, LLC / KS8,164$455K0.05%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.8,058$449K0.02%+2,03513F-HRTimeline
Waypoint Wealth Partners Inc.8,000$446K0.11%013F-HRTimeline
TME FINANCIAL, INC.7,999$446K0.36%-4,38813F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC7,937$442K0.08%-6,33413F-HRTimeline
Nautilus Advisors LLC7,850$438K0.32%013F-HRTimeline
Perennial Investment Advisors, LLC7,433$414K0.04%+1,56113F-HRTimeline
Qube Research & Technologies Ltd7,283$406K<0.01%+4,76813F-HRTimeline
Fort Point Capital Partners LLC7,129$397K0.04%+1,10813F-HRTimeline
Financial Advocates Investment Manageme…7,080$395K0.03%-2,11413F-HRTimeline
Chesley Taft & Associates LLC7,050$393K0.02%+2,10013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC6,950$387K0.39%new13F-HRTimeline
Meridian Wealth Management, LLC6,920$386K0.02%+82513F-HRTimeline
North Berkeley Wealth Management, LLC6,892$384K0.35%-3,63513F-HRTimeline
Sovran Advisors, LLC6,838$380K0.04%-4,39413F-HRTimeline
Carnegie Investment Counsel6,812$380K0.01%+13713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV6,760$377K0.08%-6,46313F-HRTimeline
PRIVATE TRUST CO NA6,584$367K0.03%-11213F-HRTimeline
Summit Wealth Group, LLC6,436$359K0.09%013F-HRTimeline
UNION SAVINGS BANK6,411$355K0.16%+38013F-HRTimeline
Whitegate Investment Counselors, Inc.6,350$354K0.12%013F-HRTimeline
Cherry Tree Wealth Management, LLC6,311$352K0.08%-35813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6,240$348K0.1%-65113F-HRTimeline
ShankerValleau Wealth Advisors, Inc.6,185$345K0.1%013F-HRTimeline
SFE Investment Counsel6,098$340K0.06%-1,28713F-HRTimeline
Elequin Capital, LP6,090$339K0.05%new13F-HRTimeline
Trilogy Capital Inc.6,078$339K0.02%new13F-HRTimeline
Ledyard National Bank6,000$334K0.03%013F-HRTimeline
Falcon Wealth Planning5,947$331K0.03%-2,94913F-HRTimeline
Wise Wealth Partners5,796$323K0.54%+42813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,684$317K0.1%013F-HRTimeline
Fisher Asset Management, LLC5,616$313K<0.01%-1,38813F-HRTimeline
Golden State Wealth Management, LLC5,319$296K0.04%-1,55513F-HRTimeline
Cambridge Investment Research Advisors,…5,266$294K<0.01%-1,10313F-HRTimeline
ALTFEST L J & CO INC5,218$291K0.03%013F-HRTimeline
Factor Wealth Management LTD5,044$281K0.08%013F-HRTimeline
TWO SIGMA SECURITIES, LLC4,976$277K0.03%new13F-HRTimeline
IMPACTfolio, LLC4,929$275K0.13%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,912$274K<0.01%+16413F-HRTimelineGroup
Wealthspire Retirement, LLC4,875$272K0.02%+3713F-HRTimeline
Sanchez Wealth Management Group4,810$268K0.06%-1,68513F-HRTimeline
Emergent Wealth Advisors, LLC4,735$264K0.17%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,593$256K0.01%+10513F-HRTimeline
HB Wealth Management, LLC4,491$250K<0.01%013F-HRTimeline
Shared Vision Wealth Group LLC4,507$250K0.12%-6,85513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,458$248K<0.01%013F-HRTimeline
Magnus Financial Group LLC4,408$246K0.02%+2713F-HRTimeline
Kingsview Wealth Management, LLC4,372$244K<0.01%-94913F-HRTimeline
Elyxium Wealth, LLC4,333$242K0.09%-1,73313F-HRTimeline
Southland Equity Partners LLC4,318$241K0.05%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,300$240K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC4,315$239K0.01%new13F-HRTimeline
Palisade Asset Management, LLC4,281$239K0.02%013F-HRTimeline
Crossmark Global Holdings, Inc.4,270$238K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,213$235K<0.01%-4,42913F-HRTimeline
Retirement Planning Group, LLC3,999$223K0.01%new13F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA3,980$222K0.05%new13F-HRTimeline
Stordahl Capital Management, Inc.3,956$221K0.05%+28313F-HRTimeline
Atria Wealth Solutions, Inc.3,950$220K<0.01%-2,32613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,921$219K<0.01%-62313F-HRTimelineGroup
Quadrant Private Wealth Management, LLC3,872$216K0.04%-51513F-HRTimeline
Sowell Financial Services LLC3,846$214K0.01%new13F-HRTimeline
Sherman Asset Management, Inc.3,744$209K0.19%+18113F-HRTimeline
GWN SECURITIES INC.3,726$208K0.04%-45,57113F-HRTimeline
GAMMA Investing LLC3,691$206K0.01%-4,67013F-HRTimeline
FCA CORP /TX3,636$203K0.06%-73013F-HRTimeline
Morton Capital Management LLC/CA3,626$202K0.04%+2813F-HRTimeline
Bradley & Co. Private Wealth Management…3,205$179K0.11%013F-HRTimeline
Strategic Wealth Partners, Ltd.3,095$173K0.01%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,011$168K0.01%+2313F-HRTimeline
Integrity Financial Corp /WA2,667$149K0.08%013F-HRTimeline
Essential Partners LLC2,462$137K0.05%13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,976$110K0.01%-4013F-HRTimelineGroup
Signature Resources Capital Management,…1,853$103K0.06%013F-HRTimeline
Larson Financial Group LLC1,671$93.1K<0.01%+17113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,644$91.6K0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding1,581$88.1K+511Timeline
AdvisorNet Financial, Inc1,250$69.7K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,200$66.9K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,121$62.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,100$61.3K<0.01%013F-HRTimeline
Tidemark, LLC1,050$58.5K0.02%013F-HRTimeline
Crewe Advisors LLC875$48.8K0.01%013F-HRTimeline
AlphaCore Capital LLC851$47.4K<0.01%-32613F-HRTimeline
ROTHSCHILD INVESTMENT LLC750$41.8K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC704$39.2K<0.01%013F-HRTimeline
Asset Planning,Inc700$39K0.03%013F-HRTimeline
WFA of San Diego, LLC465$25.9K0.02%13F-HRTimeline
BALLAST ADVISORS LLC410$22.9K0.01%+513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…354$19.7K<0.01%+313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…351$19.6K<0.01%013F-HRTimelineGroup
Winthrop Capital Management, LLC242$13K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.156$8.7K<0.01%013F-HRTimeline
Longview Financial Advisors LLC150$8.36K0.01%+6613F-HRTimeline
LOWE BROCKENBROUGH & CO INC117$6.52K<0.01%new13F-HRTimeline
Key Financial Inc69$3.85K<0.01%new13F-HRTimeline
Horizon Investments, LLC43$2.38K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.41$2.28K<0.01%-2513F-HRTimeline
SIMPLEX TRADING, LLC39$2K<0.01%new13F-HRTimeline
Team Financial Group, LLC33$1.84K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6$334<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.