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Disclosery

CMF ISHARES TR

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CALIF MUN BD ETF (fund)

348 managers (351 13F filers) reported a position in CMF shares at 2026-03-31, 50,433,785 shares in all. 34 filers opened a position and 21 filers sold out during the quarter.

Managers
348
13F filers
351
New
34
Added
158
Reduced
90
Sold out
21
Shares held by filers
50,433,785

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CV Advisors LLC11,300$641K0.17%new13F-HRTimeline
Dynamic Advisor Solutions LLC11,255$640K0.02%+1,60913F-HRTimeline
GAMMA Investing LLC11,106$631K0.03%+5,95613F-HRTimeline
SmartHarvest Portfolios, LLC10,868$618K0.26%+1,07213F-HRTimeline
Trace Wealth Advisors, LLC10,452$594K0.45%013F-HRTimeline
FLC Capital Advisors10,304$586K0.11%+5,87813F-HRTimeline
Avantax Planning Partners, Inc.10,244$582K0.02%-2313F-HRTimeline
Crestwood Advisors Group, LLC10,083$573K0.01%-30913F-HRTimeline
January Capital Advisors LLC10,048$571K0.77%13F-HRTimeline
My Portfolio Guide, LLC9,917$564K0.31%13F-HRTimeline
Neumann Capital Management, LLC9,900$563K0.17%+3,90013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.9,828$559K0.09%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…9,665$550K0.13%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,260$527K0.02%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,931$508K<0.01%013F-HRTimelineGroup
Composition Wealth, LLC8,869$504K0.01%-3,17413F-HRTimeline
BRIGHTON JONES LLC8,817$501K0.01%new13F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC8,379$476K0.12%-58613F-HRTimeline
Life Planning Partners, Inc8,337$474K0.36%013F-HRTimeline
TME FINANCIAL, INC.8,307$472K0.33%+6613F-HRTimeline
Stordahl Capital Management, Inc.8,208$467K0.1%013F-HRTimeline
M. Kulyk & Associates, LLC7,925$451K0.08%new13F-HRTimeline
Invera Wealth Advisors, LLC7,904$449K0.29%+12213F-HRTimeline
Nautilus Advisors LLC7,850$446K0.31%013F-HRTimeline
Meridian Wealth Management, LLC7,820$445K0.02%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,792$443K<0.01%013F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV7,758$441K0.06%+16013F-HRTimeline
Arax Advisory Partners7,757$441K0.01%new13F-HRTimeline
Sowell Financial Services LLC7,587$431K0.02%+47413F-HRTimeline
GoalFusion Wealth Management, LLC7,500$426K0.19%new13F-HRTimeline
ASL Financial, LLC7,400$421K0.34%+43013F-HRTimeline
ALTFEST L J & CO INC7,375$419K0.04%+23013F-HRTimeline
Chesley Taft & Associates LLC7,375$419K0.02%013F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.7,344$418K0.02%+33113F-HRTimelineGroup
Carnegie Investment Counsel7,110$404K0.01%+1,09513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,100$404K0.03%+3,55013F-HRTimelineGroup
Quadrant Private Wealth Management, LLC7,027$400K0.06%+1,00013F-HRTimeline
North Berkeley Wealth Management, LLC6,970$396K0.21%013F-HRTimeline
RHS Financial, LLC6,883$391K0.19%+10513F-HRTimeline
Summit Wealth Group, LLC6,849$389K0.09%013F-HRTimeline
HILL ISLAND FINANCIAL LLC6,760$384K0.09%013F-HRTimeline
Zhang Financial LLC6,580$374K0.01%new13F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC6,550$372K0.35%-15013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.6,510$370K0.01%-8,30713F-HR/ATimelineGroup
Emergent Wealth Advisors, LLC6,499$370K0.22%+1,76413F-HRTimeline
DeLarme Wealth Management, Inc.6,475$368K0.24%+40513F-HRTimeline
PRIVATE TRUST CO NA6,451$367K0.03%-14513F-HRTimeline
Montecito Bank & Trust6,450$367K0.06%new13F-HRTimeline
SONATA CAPITAL GROUP INC6,435$366K0.13%+2,25013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,295$362K<0.01%+80913F-HRTimelineGroup
Whitegate Investment Counselors, Inc.6,350$361K0.11%013F-HRTimeline
Peak Retirement Planning, Inc.6,342$361K0.07%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6,336$360K0.09%+3013F-HRTimeline
Trilogy Capital Inc.6,315$359K0.02%013F-HRTimeline
Kera Capital Partners, Inc.6,203$353K0.04%new13F-HRTimeline
Robertson Stephens Wealth Management, L…6,154$350K0.01%new13F-HRTimeline
Falcon Wealth Planning6,106$347K0.02%+99013F-HRTimeline
Fisher Asset Management, LLC6,066$345K<0.01%-1,06113F-HRTimeline
Ledyard National Bank6,000$341K0.03%013F-HRTimeline
Wise Wealth Partners5,918$336K0.46%+2713F-HRTimeline
Fortitude Financial, LLC5,897$335K0.18%-37513F-HRTimeline
Fort Point Capital Partners LLC5,745$327K0.04%013F-HRTimeline
IMPACTfolio, LLC5,665$322K0.14%+65313F-HRTimeline
SageView Advisory Group, LLC5,598$318K0.01%-313F-HRTimeline
VestGen Advisors, LLC5,570$318K0.01%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC5,363$305K0.08%-13313F-HRTimeline
UNION SAVINGS BANK5,279$300K0.13%-2,66813F-HRTimeline
MEMBERS WEALTH LLC5,184$298K0.18%+91013F-HRTimeline
Apeiron RIA LLC5,220$297K0.07%013F-HRTimeline
Brooklyn Investment Group5,062$288K0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC5,060$288K0.02%013F-HRTimeline
Moss Adams Wealth Advisors LLC4,879$277K0.02%-6,00313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,833$275K0.01%+9113F-HRTimeline
Wealthspire Retirement, LLC4,727$269K0.02%013F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…4,710$268K0.02%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC4,658$265K0.06%013F-HRTimeline
Abacus Wealth Partners, LLC4,500$256K0.02%new13F-HRTimeline
HB Wealth Management, LLC4,491$255K<0.01%013F-HRTimeline
Hamilton Wealth, LLC4,482$255K0.05%-4,18513F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,459$254K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,400$250K<0.01%013F-HRTimelineGroup
VIRTUE ASSET MANAGEMENT LLC4,400$250K0.2%013F-HRTimeline
Elyxium Wealth, LLC4,333$246K0.08%013F-HRTimeline
Southland Equity Partners LLC4,318$246K0.05%013F-HRTimeline
Weaver Consulting Group4,246$241K0.06%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,193$238K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,110$234K0.01%+2,01013F-HRTimeline
Retirement Planning Group, LLC4,090$233K0.01%+2013F-HRTimeline
Tidemark, LLC4,076$232K0.06%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,038$230K0.01%+2,58813F-HRTimelineGroup
Tortuga Wealth Management, Inc4,002$228K0.21%new13F-HRTimeline
TLWM3,986$227K0.04%+43013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,944$224K0.2%13F-HRTimeline
Perigon Wealth Management, LLC3,892$221K<0.01%013F-HRTimeline
Three Bridge Wealth Advisors, LLC3,886$221K0.06%-2,15613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,825$217K<0.01%013F-HRTimelineGroup
Gerald Baker Financial Group LLC3,793$216K0.07%13F-HR/ATimeline
Triumph Capital Management3,764$214K0.04%new13F-HRTimeline
Sherman Asset Management, Inc.3,744$213K0.2%013F-HRTimeline
D.A. DAVIDSON & CO.3,741$213K<0.01%new13F-HRTimeline
PFG Advisors3,712$211K0.01%-39613F-HRTimeline
Morton Capital Management LLC/CA3,708$211K0.03%+1813F-HRTimeline
Werba Rubin Papier Wealth Management3,671$209K0.03%-1,73113F-HRTimeline
Strategic Wealth Partners, Ltd.3,527$201K0.01%+43213F-HRTimeline
CENTAURUS FINANCIAL, INC.3,448$196K0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,079$175K0.01%+1513F-HRTimeline
Geneos Wealth Management Inc.2,684$153K<0.01%+1,26913F-HRTimeline
Essential Partners LLC2,462$140K0.05%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,406$137K<0.01%-93,49513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,376$135K0.01%013F-HRTimeline
Caldwell Trust Co2,150$122K0.01%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,885$107K0.01%-6813F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,793$102K0.05%+19113F-HRTimelineGroup
Golden State Wealth Management, LLC1,755$99.8K0.01%-4,60813F-HRTimeline
Larson Financial Group LLC1,671$95K<0.01%013F-HRTimeline
AlphaCore Capital LLC1,612$91.7K<0.01%+1,11113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,593$90.6K<0.01%+9313F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,487$84.5K<0.01%+34313F-HRTimelineGroup
Root Financial Partners, LLC1,314$74.7K<0.01%-1,00013F-HRTimeline
AdvisorNet Financial, Inc1,250$71.1K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,225$69.7K0.03%013F-HRTimeline
Ares Financial Consulting, LLC1,171$66.6K0.05%+613F-HRTimeline
CX Institutional1,125$64K<0.01%-113F-HRTimeline
Founders Financial Alliance, LLC1,037$59K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC750$42.6K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC704$40K<0.01%013F-HRTimeline
Asset Planning,Inc700$39.8K0.03%013F-HRTimeline
Crewe Advisors LLC580$33K<0.01%-29513F-HRTimeline
Qube Research & Technologies Ltd558$31.7K<0.01%-2,82313F-HRTimeline
Rosenberg Matthew Hamilton518$29.5K0.01%013F-HRTimeline
BALLAST ADVISORS LLC410$23.3K0.01%013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…362$20.6K<0.01%+213F-HR/ATimelineGroup
KERR FINANCIAL PLANNING Corp359$20.6K0.01%+413F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…352$20K<0.01%+113F-HRTimelineGroup
LM Advisors LLC959$16.9K0.28%new13F-HRTimeline
Winthrop Capital Management, LLC242$14K<0.01%013F-HRTimeline
Biltmore Family Office, LLC245$13.9K<0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.156$8.87K<0.01%013F-HRTimeline
Align Financial, LLC110$6.25K<0.01%-6,21113F-HRTimeline
Horizon Investments, LLC88$4.98K<0.01%+4513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.73$4.15K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…60$3.41K<0.01%013F-HRTimeline
Longview Financial Advisors LLC45$2.56K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS38$2.16K<0.01%-64,81713F-HRTimelineGroup
Team Financial Group, LLC33$1.88K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC30$1.68K<0.01%13F-HRTimelineGroup
AE Wealth Management LLC14$796<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$57<0.01%new13F-HRTimelineGroup