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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
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co10,260,508$577M0.11%-734,20113F-HR/ATimelineGroup
Wealthfront Advisers LLC8,951,879$504M1.35%+2,124,57913F-HRTimeline
FMR LLCin group FMR LLC4,826,571$272M0.02%-707,85613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,824,178$103M0.01%-16,26313F-HRTimelineGroup
SYON CAPITAL LLC1,346,273$75.8M6.17%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,293,222$72.8M0.01%-400,69513F-HRTimelineGroup
EP Wealth Advisors, LLC1,274,491$71.7M0.57%-148,48713F-HRTimeline
BAILARD, INC.1,152,134$64.8M1.67%+89,07213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,031,769$58.1M0.1%new13F-HR/ATimelineGroup
Facet Wealth, Inc.1,030,908$57.2M1.48%-118,02913F-HRTimeline
Mariner, LLCin group Mariner, LLC849,394$47.8M0.08%-32,03713F-HRTimelineGroup
LPL Financial LLC800,761$45.1M0.02%-24,75613F-HRTimeline
UBS Group AGin group UBS Group AG721,419$40.6M0.01%-71,78213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding673,981$37.9M+7,140Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA556,489$31.3M0.1%-43,06513F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS527,462$29.7M1.21%-34,27813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO492,537$27.7M<0.01%+18,98913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN451,957$25.4M0.01%-200,52713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA435,169$24.5M0.01%-12,65313F-HR/ATimelineGroup
Raub Brock Capital Management LP412,617$23.2M5.19%+1,21713F-HRTimeline
Opes Wealth Management LLC363,362$20.5M4.13%+18,64113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC358,976$20.2M0.06%+29,57213F-HRTimelineGroup
Orin Green Financial, LLC366,010$20.1M9.47%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC350,687$19.7M0.25%-15,22413F-HRTimeline
Brio Consultants, LLC338,944$19.1M3%-72,91013F-HR/ATimeline
Manhattan West Asset Management, LLC336,431$18.9M4.83%+7,48013F-HRTimeline
Slow Capital, Inc.328,899$18.5M2.48%+45,17513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV309,162$17.4M0.04%-28,42513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.254,310$14.3M<0.01%-118,41413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…245,782$13.8M0.02%new13F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO244,837$13.8M0.02%+9,38013F-HR/ATimelineGroup
Creative Planningin group Creative Planning242,713$13.7M0.01%+62,45613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC236,180$13.3M0.03%+12,43213F-HRTimelineGroup
Cetera Investment Advisers232,961$13.1M0.03%+12,55413F-HRTimeline
MYECFO, LLC228,833$12.9M6.82%+4,21913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/224,580$12.6M0.01%-50,24213F-HRTimelineGroup
West Wealth Group, LLC206,136$11.6M3.43%+14,39513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS205,640$11.6M0.03%+54,61913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.203,580$11.5M0.03%+78,41413F-HRTimelineGroup
Navalign, LLC197,613$11.1M3.17%+46,45713F-HRTimeline
Pure Financial Advisors, LLC197,195$11.1M0.23%-1,39013F-HRTimeline
ALLIANCEBERNSTEIN L.P.196,498$11.1M<0.01%-84,95013F-HRTimeline
Betterment LLC195,066$11M0.03%-15,98313F-HRTimeline
Financial Connections Group, Inc.191,708$10.8M4.84%-38,05213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC187,168$10.5M<0.01%-7,77013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC180,521$10.2M<0.01%-18,42313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding166,176$9.35M+14,232Timeline
OneDigital Investment Advisors LLC166,059$9.35M0.11%-8,64713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC159,753$8.99M0.01%-6,72313F-HRTimeline
Affinity Capital Advisors, LLC148,325$8.11M1.61%+21,60413F-HRTimeline
Certus Wealth Management, LLC142,020$7.9M5.36%+2,01413F-HRTimeline
NewEdge Advisors, LLC124,764$7.02M0.04%-6,44813F-HRTimeline
Garde Capital, Inc.122,339$6.89M0.39%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…121,670$6.84M0.02%-1,04013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…119,897$6.75M0.01%-621,45613F-HRTimelineGroup
Composition Wealth, LLC119,835$6.74M0.14%-2,27513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\116,120$6.54M<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC106,189$5.98M0.02%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC105,297$5.93M0.07%-17,33413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…101,270$5.7M0.05%+15,35013F-HRTimelineGroup
Strive Asset Management, LLC100,564$5.66M3.93%new13F-HR/ATimeline
CHOREO, LLC99,635$5.61M0.09%-3,39413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP99,109$5.58M0.14%-6,15113F-HRTimeline
Client First Capital LLC92,578$5.21M2.67%013F-HRTimeline
FIRST AMERICAN TRUST, FSB88,592$4.99M0.46%-17,10113F-HRTimeline
Rinkey Investments88,171$4.96M1.57%-92,51813F-HRTimeline
EHRLICH FINANCIAL GROUP87,963$4.95M3.61%-7,85713F-HRTimeline
Parallel Advisors, LLC86,655$4.88M0.11%+12713F-HRTimeline
Prime Capital Investment Advisors, LLC83,998$4.73M0.06%+3,77613F-HRTimeline
AMARA FINANCIAL, LLC.79,260$4.46M4.12%-16,08113F-HRTimeline
Traveka Wealth, LLC78,115$4.4M2.46%-22413F-HRTimeline
BANK OF STOCKTON76,775$4.32M1.38%-2,02213F-HRTimeline
Omega Financial Group, LLC74,948$4.22M1.62%-89313F-HRTimeline
Bell Investment Advisors, Inc74,152$4.17M0.77%+9,94613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC73,244$4.12M0.04%+23,63913F-HRTimelineGroup
Valmark Advisers, Inc.70,578$3.97M0.06%+11,10213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…68,878$3.88M0.15%+2,21813F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC68,077$3.83M0.07%+11,40113F-HRTimeline
Elmwood Wealth Management, Inc.65,165$3.67M1.5%-2513F-HRTimeline
MML INVESTORS SERVICES, LLC64,857$3.65M0.01%-10,13813F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…64,521$3.63M0.13%+36,93813F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC64,461$3.63M0.46%-7,79113F-HRTimeline
Westfuller Advisors, LLC64,453$3.63M2.42%-713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.60,055$3.38M0.02%+6,28313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\59,623$3.36M<0.01%+3,19213F-HRTimelineGroup
Wealthspire Advisors, LLC59,238$3.33M0.02%+35,67713F-HRTimeline
Warren Street Wealth Advisors, LLC56,138$3.16M1.24%-1,14613F-HRTimeline
Compound Planning, Inc.55,728$3.14M0.14%+1,01913F-HRTimeline
TOWNSQUARE CAPITAL LLC55,543$3.13M0.03%-1,14613F-HRTimeline
SteelPeak Wealth, LLC55,455$3.12M0.13%-1,12413F-HRTimeline
HighTower Advisors, LLC54,493$3.07M<0.01%+11,74713F-HRTimeline
Blue Oak Capital, LLC53,630$3.02M1.67%+34,86413F-HRTimeline
WHITTIER TRUST CO52,729$2.97M0.04%-13,22013F-HRTimeline
Creative Capital Management Investments…50,562$2.85M1.1%-5,03913F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/48,915$2.75M0.57%+1,55013F-HRTimeline
Heritage Wealth Management, Inc. /CA/48,718$2.74M2.34%+90713F-HRTimeline
GWN SECURITIES INC.49,297$2.74M0.15%new13F-HRTimeline
DeDora Capital, Inc.45,679$2.57M0.74%+4,97213F-HRTimeline
Sanctuary Advisors, LLC45,507$2.56M0.02%-38,24713F-HRTimeline
NDWM LLC43,571$2.45M2.4%+31,07613F-HRTimeline
RiverFront Investment Group, LLC43,182$2.43M0.05%+20,72313F-HRTimeline
Vishria Bird Financial Group, LLC42,493$2.39M0.81%013F-HRTimeline
Williams & Novak Wealth Management, LLC42,365$2.38M2.33%-3,24513F-HRTimeline
Westside Investment Management, Inc.41,727$2.35M0.5%-1,35713F-HRTimeline
Apella Capital, LLC42,575$2.34M0.08%+5,47013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC37,815$2.13M0.02%+6,81713F-HRTimeline
One Capital Management, LLC37,520$2.11M0.07%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,155$2.09M<0.01%+26,23513F-HRTimelineGroup
Atlas Legacy Advisors, LLC37,072$2.09M0.53%-87813F-HRTimeline
Integrated Wealth Concepts LLC36,998$2.08M0.02%-9,96613F-HRTimeline
Columbia Bank36,451$2.05M0.71%+22513F-HRTimeline
WealthCollab, LLC35,449$2M1.24%+1,48613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC34,134$1.92M0.06%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…33,986$1.91M0.05%+8,51013F-HRTimeline
MAI Capital Management32,641$1.84M0.01%-12,60413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31,497$1.77M<0.01%+13,34513F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,208$1.76M<0.01%+10,69313F-HRTimelineGroup
McNaughton Wealth Management, LLC30,566$1.72M0.84%+6,51113F-HRTimeline
McIlrath & Eck, LLC30,486$1.72M0.21%-1,57013F-HRTimeline
WEDBUSH SECURITIES INC30,105$1.69M0.06%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,050$1.69M<0.01%+4,49113F-HRTimelineGroup
Johnson Bixby & Associates, LLC29,646$1.67M0.25%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…29,295$1.65M0.09%013F-HRTimeline
Hamilton Wealth, LLC29,241$1.65M0.4%+5,93313F-HRTimeline
RHS Financial, LLC28,856$1.62M0.91%-2,06513F-HRTimeline
Dynamic Advisor Solutions LLC28,806$1.62M0.05%-77813F-HRTimeline
Towerpoint Wealth, LLC27,078$1.52M0.76%-11913F-HRTimeline
Running Point Capital Advisors, LLC26,790$1.51M0.48%013F-HRTimeline
Clark Asset Management, LLC26,098$1.47M0.25%+1,47013F-HRTimeline
Empower Advisory Group, LLC25,563$1.44M<0.01%+31713F-HRTimeline
Prospera Financial Services Inc25,495$1.43M0.03%+8,50013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC24,929$1.4M<0.01%+26613F-HRTimelineGroup
SimpliFi, Inc.24,668$1.39M0.64%+46813F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC24,135$1.36M1.21%+4,71113F-HRTimeline
Shira Ridge Wealth Management24,088$1.36M0.68%-1,02313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.23,797$1.34M0.23%-4,41613F-HRTimeline
HCR Wealth Advisors23,746$1.34M0.17%+4113F-HRTimeline
Argyle Capital Partners, LLC23,386$1.32M1.13%-79713F-HRTimeline
IFC Advisors LLC23,228$1.31M0.27%+57913F-HRTimeline
Moss Adams Wealth Advisors LLC22,250$1.25M0.13%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC22,206$1.25M0.01%+16,33213F-HRTimelineGroup
IEQ CAPITAL, LLC21,845$1.23M0.01%+13,77113F-HRTimeline
Spinnaker Investment Group, LLC21,613$1.22M0.28%-19,44813F-HRTimeline
COMERICA BANK21,268$1.2M0.01%+8,64813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…20,163$1.13M0.05%+6,13513F-HRTimeline
Curtis Advisory Group, LLC20,102$1.13M0.33%-8,57813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,980$1.12M0.03%+3913F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC19,100$1.07M<0.01%-24,97213F-HRTimeline
CONQUIS FINANCIAL LLC18,947$1.07M1.11%+1,82913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,778$1.06M0.01%-75,00813F-HRTimelineGroup
Tillman Hartley LLC18,768$1.06M0.31%013F-HRTimeline
Destination Wealth Management18,500$1.04M0.03%+99913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC18,406$1.04M0.01%013F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC18,217$1.03M0.01%-3,19713F-HRTimeline
Orion Portfolio Solutions, LLC18,217$1.03M0.01%-3,19713F-HR/ATimeline
Safeguard Investment Advisory Group, LLC18,059$1.02M0.28%-75013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC17,506$985K0.03%-47913F-HRTimeline
Keystone Global Partners, LLC17,211$969K0.68%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,189$967K<0.01%-1,84713F-HRTimeline
Bristlecone Advisors, LLC17,100$962K0.08%+4,59513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,006$927K<0.01%+6,65613F-HRTimelineGroup
LM Advisors LLC16,003$901K0.16%-26313F-HRTimeline
Farther Finance Advisors, LLC15,888$894K0.02%+13,10013F-HRTimeline
LifeWealth Investments, LLC15,806$890K0.43%013F-HR/ATimeline
FIDUCIARY FINANCIAL GROUP, LLC15,932$878K0.19%new13F-HRTimeline
FLOW TRADERS U.S. LLC15,419$868K0.04%-30,12513F-HRTimeline
Allworth Financial LP15,660$866K<0.01%-3,61313F-HRTimeline
DAVIDSON INVESTMENT ADVISORS15,028$846K0.04%+3,35913F-HRTimeline
Three Bridge Wealth Advisors, LLC14,640$824K0.29%+213F-HRTimeline
Greykasell Wealth Strategies, Inc.14,408$811K0.43%+1,74613F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC14,271$803K0.14%+1,57113F-HRTimeline
Strategic Financial Services, Inc.13,394$754K0.04%+6,55013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV13,223$744K0.2%-4,91113F-HRTimeline
Ariston Services Group12,868$724K0.61%013F-HRTimeline
Tenon Financial LLC12,798$720K0.45%013F-HRTimeline
Invera Wealth Advisors, LLC12,783$719K0.46%new13F-HR/ATimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…12,710$715K0.18%013F-HRTimeline
INSTRUMENTAL WEALTH, LLC12,606$698K0.63%+1,09113F-HRTimeline
TME FINANCIAL, INC.12,387$697K0.61%-85613F-HRTimeline
True Link Financial Advisors, LLC12,160$684K0.05%+71013F-HRTimeline
Werba Rubin Papier Wealth Management11,814$665K0.14%-10,82413F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC11,807$664K0.5%-1,24713F-HRTimeline
Boltwood Capital Management11,700$658K0.2%-3,26013F-HRTimeline
Avantax Planning Partners, Inc.11,521$648K0.02%-9513F-HRTimeline
Investment Advisory Group, LLC11,400$642K0.21%013F-HRTimeline
Shared Vision Wealth Group LLC11,362$639K0.35%+213F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC11,151$628K0.08%-1,17513F-HRTimeline
Sovran Advisors, LLC11,232$620K0.08%+4,12213F-HRTimeline
Climber Capital SA12,660$614K0.48%new13F-HRTimeline
VERITY Wealth Advisors10,915$614K0.46%013F-HRTimeline
Aspen Investment Management Inc10,881$612K0.28%013F-HRTimeline
North Berkeley Wealth Management, LLC10,527$592K0.62%+3,37513F-HRTimeline
Trace Wealth Advisors, LLC10,452$588K0.52%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS10,000$563K0.23%-22213F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,260$521K0.02%+2,25013F-HRTimeline
Financial Advocates Investment Manageme…9,194$517K0.04%-30313F-HRTimeline
OLD MISSION CAPITAL LLC9,150$515K0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC9,080$511K<0.01%+713F-HRTimeline
Falcon Wealth Planning8,896$501K0.06%-10813F-HRTimeline
KM Capital Management Ltd.8,852$498K0.27%+3,09713F-HRTimeline