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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
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co10,994,709$630M0.12%-2,250,46113F-HRTimelineGroup
Wealthfront Advisers LLC6,827,300$391M1.14%+6,807,78313F-HR/ATimeline
FMR LLCin group FMR LLC5,534,427$317M0.02%-375,25913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,840,441$105M0.01%+43,89813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,693,917$97M0.01%+335,57713F-HRTimelineGroup
EP Wealth Advisors, LLC1,422,978$81.5M0.67%+113,76313F-HRTimeline
Facet Wealth, Inc.1,148,937$65.4M1.73%+156,96113F-HRTimeline
BAILARD, INC.1,063,062$60.9M1.56%+213,61713F-HRTimeline
Mariner, LLCin group Mariner, LLC881,431$50.5M0.08%+82,76613F-HRTimelineGroup
LPL Financial LLC825,517$47.3M0.02%+84,86313F-HRTimeline
UBS Group AGin group UBS Group AG793,201$45.4M0.01%-45,98913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…741,353$42.5M0.04%+465,24713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding666,841$38.2M+65,301Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN652,484$37.4M0.01%-18,80013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA599,554$34.3M0.1%-43,39213F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS561,740$32.2M1.21%+16,71713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO473,548$27.1M<0.01%+62,24513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA447,822$25.7M0.01%+21,74513F-HRTimelineGroup
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…226,366$23.9M2.77%013F-HR/ATimelineGroup
Brio Consultants, LLC411,854$23.6M3.69%+3,53413F-HRTimeline
Raub Brock Capital Management LP411,400$23.6M5.01%+3,88013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.372,724$21.3M<0.01%+139,66013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC365,911$21M0.26%+4,86013F-HRTimeline
Opes Wealth Management LLC344,721$19.7M4.05%+19,87813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV337,587$19.3M0.05%+50,84113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC329,404$18.9M0.05%+60,99813F-HRTimelineGroup
Manhattan West Asset Management, LLC328,951$18.8M5.09%+9,97913F-HRTimeline
Slow Capital, Inc.283,724$16.3M2.3%-32,35913F-HRTimeline
ALLIANCEBERNSTEIN L.P.281,448$16.1M0.01%-7,06813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/274,822$15.7M0.01%+130,84513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO235,457$13.5M0.02%+35,96813F-HRTimelineGroup
Financial Connections Group, Inc.229,760$13.2M6.32%-7,34513F-HRTimeline
MYECFO, LLC224,614$12.9M6.95%+15,38613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC223,748$12.8M0.03%+92,61913F-HRTimelineGroup
Cetera Investment Advisers220,407$12.6M0.03%+21,18213F-HRTimeline
Betterment LLC211,049$12.1M0.03%+16,35913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC198,944$11.4M<0.01%13F-HR/ATimelineGroup
Pure Financial Advisors, LLC198,585$11.4M0.26%+18813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC194,938$11.2M<0.01%-12,72013F-HRTimelineGroup
West Wealth Group, LLC191,741$11M3.28%+45,49813F-HRTimeline
Rinkey Investments180,689$10.3M3.31%-16,83313F-HRTimeline
Creative Planningin group Creative Planning180,257$10.3M0.01%-11,07013F-HRTimelineGroup
OneDigital Investment Advisors LLC174,706$10M0.12%+20013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC166,476$9.54M0.01%+28,55613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth151,944$8.7M0.02%+44,13013F-HR/ATimelineGroup
Navalign, LLC151,156$8.66M2.55%+18,88113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS151,021$8.65M0.02%+43,21313F-HRTimeline
Certus Wealth Management, LLC140,006$7.98M5.34%+12,17613F-HRTimeline
NewEdge Advisors, LLC131,212$7.52M0.05%+2,70313F-HRTimeline
Affinity Capital Advisors, LLC126,721$7.23M1.36%+24,82113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.125,166$7.17M0.02%+16,18813F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC122,631$7.02M0.08%-8,42813F-HRTimeline
Composition Wealth, LLC122,110$6.99M0.14%-7,73813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…122,710$6.99M0.02%+7,21713F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\116,120$6.65M<0.01%+33,45013F-HR/ATimelineGroup
FIRST AMERICAN TRUST, FSB105,693$6.05M0.6%+33,28313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP105,260$6.03M0.14%-4,55813F-HRTimeline
CHOREO, LLC103,029$5.9M0.08%-4,46513F-HRTimeline
EHRLICH FINANCIAL GROUP95,820$5.49M3.9%+3,30413F-HRTimeline
AMARA FINANCIAL, LLC.95,341$5.46M5.04%+6,01913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC93,786$5.37M0.03%+4,50013F-HRTimelineGroup
Client First Capital LLC92,578$5.3M2.73%+13813F-HRTimeline
Parallel Advisors, LLC86,528$4.96M0.11%-1,62713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…85,920$4.92M0.04%-2,14013F-HRTimelineGroup
Sanctuary Advisors, LLC83,754$4.78M0.03%-9,19213F-HRTimeline
Prime Capital Investment Advisors, LLC80,222$4.6M0.07%-40013F-HRTimeline
BANK OF STOCKTON78,797$4.51M1.37%-2,51613F-HRTimeline
Traveka Wealth, LLC78,339$4.49M2.47%+51013F-HRTimeline
Omega Financial Group, LLC75,841$4.34M1.64%-71613F-HRTimeline
MML INVESTORS SERVICES, LLC74,995$4.3M0.01%+11,07113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC72,252$4.14M0.52%-3,88313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…66,660$3.82M0.13%-4,70113F-HRTimelineGroup
WHITTIER TRUST CO65,949$3.78M0.05%-96713F-HRTimeline
Elmwood Wealth Management, Inc.65,190$3.73M1.51%+1,02713F-HRTimeline
Westfuller Advisors, LLC64,460$3.69M2.35%+1213F-HRTimeline
Bell Investment Advisors, Inc64,206$3.68M0.69%+4,85313F-HRTimeline
Valmark Advisers, Inc.59,476$3.41M0.05%+43,67913F-HRTimeline
Warren Street Wealth Advisors, LLC57,284$3.28M1.35%+3,26513F-HRTimeline
TOWNSQUARE CAPITAL LLC56,689$3.25M0.04%-44113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC56,676$3.25M0.06%-9,00413F-HRTimeline
SteelPeak Wealth, LLC56,579$3.24M0.13%-35213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\56,431$3.23M<0.01%+16,62913F-HRTimelineGroup
Creative Capital Management Investments…55,601$3.18M1.33%+6013F-HRTimeline
Compound Planning, Inc.54,709$3.13M0.16%+10,72613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.53,772$3.08M0.02%+27,81413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC49,605$2.84M0.02%+35,36613F-HRTimelineGroup
Heritage Wealth Management, Inc. /CA/47,811$2.74M2.34%-1,57513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/47,365$2.71M0.57%+4,91013F-HRTimeline
Integrated Wealth Concepts LLC46,964$2.69M0.03%+28,82513F-HRTimeline
Williams & Novak Wealth Management, LLC45,610$2.61M2.52%-4,30513F-HRTimeline
FLOW TRADERS U.S. LLC45,544$2.61M0.1%new13F-HRTimeline
MAI Capital Management45,245$2.59M0.02%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC44,072$2.52M<0.01%-14,99113F-HRTimeline
Westside Investment Management, Inc.43,084$2.47M0.52%+2,26413F-HRTimeline
HighTower Advisors, LLC42,746$2.45M<0.01%+9,47013F-HRTimeline
Vishria Bird Financial Group, LLC42,493$2.43M0.85%013F-HRTimeline
Spinnaker Investment Group, LLC41,061$2.35M0.57%+1,04313F-HRTimeline
DeDora Capital, Inc.40,707$2.33M0.64%-42213F-HRTimeline
Atlas Legacy Advisors, LLC37,950$2.17M0.53%13F-HRTimeline
One Capital Management, LLC37,520$2.15M0.07%+10,67513F-HRTimeline
Apella Capital, LLC37,105$2.13M0.08%-3,76813F-HRTimeline
Columbia Bank36,226$2.04M0.71%+5,50013F-HRTimeline
Peninsula Wealth, LLC35,155$2.01M0.34%+92613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC34,134$1.96M0.06%013F-HRTimeline
WealthCollab, LLC33,963$1.95M1.25%+4,89713F-HRTimeline
McIlrath & Eck, LLC32,056$1.84M0.23%+2,91613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC30,998$1.78M0.02%+1,98113F-HRTimeline
RHS Financial, LLC30,921$1.77M0.92%-11,45413F-HRTimeline
WEDBUSH SECURITIES INC30,105$1.72M0.06%+5,40713F-HRTimeline
Johnson Bixby & Associates, LLC29,646$1.7M0.26%+5,21613F-HRTimeline
Dynamic Advisor Solutions LLC29,584$1.69M0.07%+26113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…29,295$1.68M0.09%+1,07513F-HRTimeline
Curtis Advisory Group, LLC28,680$1.64M0.43%+6,02913F-HRTimeline
Pacific Capital Wealth Advisors, Inc.28,213$1.62M0.27%-4,40413F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…27,583$1.58M0.04%+18,11013F-HRTimelineGroup
Towerpoint Wealth, LLC27,197$1.56M0.76%+6113F-HRTimeline
Running Point Capital Advisors, LLC26,790$1.53M0.53%-26413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,559$1.46M<0.01%+8,35713F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…25,476$1.46M0.04%+1,22713F-HRTimeline
Empower Advisory Group, LLC25,246$1.45M<0.01%+2,23613F-HRTimeline
Shira Ridge Wealth Management25,111$1.44M0.7%+14,05313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC24,663$1.41M<0.01%+71613F-HRTimelineGroup
Clark Asset Management, LLC24,628$1.41M0.26%+93013F-HRTimeline
Leisure Capital Management24,353$1.39M0.55%+18,06313F-HRTimeline
SimpliFi, Inc.24,200$1.39M0.63%-59713F-HRTimeline
Argyle Capital Partners, LLC24,183$1.39M1.19%13F-HRTimeline
McNaughton Wealth Management, LLC24,055$1.38M0.66%+19113F-HRTimeline
HCR Wealth Advisors23,705$1.36M0.17%+35313F-HRTimeline
Wealthspire Advisors, LLC23,561$1.35M0.01%+1,04413F-HRTimeline
Hamilton Wealth, LLC23,308$1.34M0.32%-28,16213F-HRTimeline
IFC Advisors LLC22,649$1.3M0.28%13F-HRTimeline
RiverFront Investment Group, LLC22,459$1.29M0.03%+7,62113F-HRTimeline
Moss Adams Wealth Advisors LLC22,250$1.27M0.13%new13F-HRTimeline
Orion Porfolio Solutions, LLC21,414$1.23M0.01%+2,21113F-HRTimeline
Orion Portfolio Solutions, LLC21,414$1.23M0.01%+2,21113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,515$1.18M<0.01%+913F-HRTimelineGroup
Merriman Wealth Management, LLC20,378$1.17M0.05%+9813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,941$1.14M0.03%+68213F-HRTimelineGroup
SILVER OAK WEALTH ADVISORS SERVICES, LLC19,424$1.11M0.96%13F-HRTimeline
Allworth Financial LP19,273$1.1M0.01%+13,74813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,036$1.09M<0.01%+5,37713F-HR/ATimeline
Safeguard Investment Advisory Group, LLC18,809$1.08M0.3%-1,13813F-HRTimeline
Tillman Hartley LLC18,768$1.08M0.31%013F-HRTimeline
Blue Oak Capital, LLC18,766$1.07M0.65%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC18,406$1.05M0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,152$1.04M<0.01%+4,84513F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV18,134$1.04M0.31%+78413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC17,985$1.03M0.04%-20113F-HRTimeline
Destination Wealth Management17,501$1M0.03%+3,19113F-HRTimeline
Werba Rubin Papier Wealth Management22,638$987K0.23%+7,57013F-HRTimeline
CONQUIS FINANCIAL LLC17,118$981K1%13F-HRTimeline
Prospera Financial Services Inc16,995$973K0.02%new13F-HRTimeline
Topel & Distasi Wealth Management, LLC16,993$973K0.42%013F-HRTimeline
Engineers Gate Manager LP16,746$959K0.02%new13F-HRTimeline
LM Advisors LLC16,266$932K0.17%013F-HR/ATimeline
LifeWealth Investments, LLC15,806$905K0.6%13F-HRTimeline
Boltwood Capital Management14,960$857K0.26%-25013F-HRTimeline
Three Bridge Wealth Advisors, LLC14,638$838K0.29%+89813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…14,028$804K0.03%+4,11313F-HRTimeline
TME FINANCIAL, INC.13,243$770K0.72%13F-HRTimeline
Cresset Asset Management, LLC13,210$757K<0.01%new13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC13,054$748K0.62%013F-HRTimeline
Ariston Services Group12,868$737K0.64%013F-HRTimeline
Tenon Financial LLC12,798$734K0.48%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…12,710$728K0.18%+60913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC12,700$727K0.13%+2,97513F-HRTimeline
Greykasell Wealth Strategies, Inc.12,662$725K0.4%13F-HRTimeline
COMERICA BANK12,620$723K<0.01%+87713F-HR/ATimeline
Bristlecone Advisors, LLC12,505$716K0.06%+84113F-HRTimeline
NDWM LLC12,495$716K0.6%+5,05713F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC12,326$706K0.09%+1,04913F-HRTimeline
Adero Partners, LLC12,279$703K0.05%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,367$702K<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.12,021$689K0.01%+46813F-HRTimeline
DAVIDSON INVESTMENT ADVISORS11,669$668K0.03%+56913F-HRTimeline
Avantax Planning Partners, Inc.11,616$665K0.02%-58013F-HRTimeline
INSTRUMENTAL WEALTH, LLC11,515$658K0.62%+56113F-HRTimeline
True Link Financial Advisors, LLC11,450$656K0.06%+90013F-HRTimeline
Investment Advisory Group, LLC11,400$653K0.22%013F-HRTimeline
Shared Vision Wealth Group LLC11,360$651K0.34%+513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,920$625K<0.01%-5,09213F-HRTimelineGroup
VERITY Wealth Advisors10,915$625K0.45%013F-HRTimeline
Aspen Investment Management Inc10,881$623K0.29%013F-HRTimeline
Trace Wealth Advisors, LLC10,452$599K0.54%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,350$590K<0.01%013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC10,264$588K<0.01%new13F-HRTimelineGroup
FIRST NATIONAL BANK SIOUX FALLS10,222$586K0.25%+22213F-HRTimeline
Financial Advocates Investment Manageme…9,497$544K0.03%-34313F-HRTimeline
Integris Wealth Management, LLC9,213$528K0.15%013F-HRTimeline
Sequoia Financial Advisors, LLC9,073$520K0.01%new13F-HR/ATimeline
Falcon Wealth Planning9,004$516K0.06%+4,39313F-HRTimeline
BRIGHTON JONES LLC8,757$502K0.01%013F-HR/ATimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…8,675$497K0.19%+63813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC8,642$495K0.01%+9013F-HRTimeline
Life Planning Partners, Inc8,337$478K0.44%+90013F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.8,272$474K0.06%+1,41013F-HRTimeline
IEQ CAPITAL, LLC8,074$462K<0.01%-4513F-HRTimeline
Neumann Capital Management, LLC8,000$458K0.15%013F-HRTimeline
Waypoint Wealth Partners Inc.8,000$458K0.12%013F-HRTimeline
NorthCrest Asset Manangement, LLC7,918$454K0.01%+1,61813F-HR/ATimeline