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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
Wealthfront Advisers LLC8,648,197$482M1.24%-303,68213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co7,717,458$430M0.07%-2,543,05013F-HRTimelineGroup
FMR LLCin group FMR LLC2,396,725$134M0.01%-2,429,84613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,792,639$99.9M0.16%+760,87013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,776,876$99M0.01%-47,30213F-HRTimelineGroup
BAILARD, INC.1,344,831$75M1.75%+192,69713F-HRTimeline
Facet Wealth, Inc.1,278,713$70.9M1.61%+247,80513F-HRTimeline
SYON CAPITAL LLC1,205,909$67.2M4.45%-140,36413F-HRTimeline
EP Wealth Advisors, LLC1,195,011$66.6M0.44%-79,48013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,172,106$65.3M0.01%-121,11613F-HRTimelineGroup
LPL Financial LLC843,495$47M0.02%+42,73413F-HRTimeline
Mariner, LLCin group Mariner, LLC826,709$46.1M0.07%-22,68513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding758,957$42.3M+84,976Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA732,028$40.8M0.11%+175,53913F-HRTimelineGroup
UBS Group AGin group UBS Group AG577,630$32.2M0.01%-143,78913F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS521,518$29.1M1.08%-5,94413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO519,217$28.9M<0.01%+26,68013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN469,502$26.2M0.01%+17,54513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA404,780$22.6M<0.01%-30,38913F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC387,350$21.6M0.05%+28,37413F-HRTimelineGroup
Opes Wealth Management LLC387,164$21.6M3.83%+23,80213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV382,533$21.3M0.05%+73,37113F-HRTimeline
RWA WEALTH PARTNERS, LLC344,078$19.2M0.24%-6,60913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS342,904$19.1M0.04%+137,26413F-HRTimeline
Orin Green Financial, LLC342,121$19.1M8.07%-23,88913F-HRTimeline
Manhattan West Asset Management, LLC337,861$18.8M4.36%+1,43013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO274,376$15.3M0.02%+29,53913F-HRTimelineGroup
Slow Capital, Inc.265,937$14.8M1.82%-62,96213F-HRTimeline
Affinity Capital Advisors, LLC246,258$13.7M2.36%+97,93313F-HRTimeline
Rinkey Investments244,258$13.6M4.09%+156,08713F-HRTimeline
West Wealth Group, LLC240,111$13.4M3.32%+33,97513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC235,015$13.1M<0.01%+47,84713F-HRTimelineGroup
MYECFO, LLC227,283$12.9M6.32%-1,55013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.228,353$12.7M<0.01%-25,95713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC226,840$12.6M0.02%-9,34013F-HRTimelineGroup
Cetera Investment Advisers219,757$12.2M0.02%-13,20413F-HRTimeline
ALLIANCEBERNSTEIN L.P.219,598$12.2M<0.01%+23,10013F-HRTimeline
Atlas Legacy Advisors, LLC203,783$11.4M2.5%+166,71113F-HRTimeline
Betterment LLC200,986$11.2M0.02%+5,92013F-HRTimeline
Creative Planningin group Creative Planning200,340$11.2M0.01%-42,37313F-HRTimelineGroup
Brio Consultants, LLC199,252$11.1M1.62%-139,69213F-HRTimeline
Pure Financial Advisors, LLC192,104$10.7M0.19%-5,09113F-HRTimeline
Navalign, LLC174,885$9.75M2.69%-22,72813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding169,564$9.45M+3,388Timeline
Financial Connections Group, Inc.166,442$9.28M3.83%-25,26613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.161,632$9.02M0.02%-41,94813F-HR/ATimelineGroup
GTS SECURITIES LLC160,618$8.95M0.4%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC151,300$8.43M0.01%+132,20013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC151,129$8.42M0.01%-8,62413F-HRTimeline
Certus Wealth Management, LLC142,019$7.92M5.1%-113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC130,977$7.3M<0.01%-49,54413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/124,879$6.96M<0.01%-99,70113F-HRTimelineGroup
CWM, LLCin group CWM, LLC123,259$6.87M0.02%+17,07013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC121,282$6.76M0.05%+48,03813F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…121,015$6.75M0.02%-65513F-HRTimeline
Garde Capital, Inc.119,008$6.63M0.36%-3,33113F-HRTimeline
NewEdge Advisors, LLC116,458$6.49M0.03%-8,30613F-HRTimeline
Composition Wealth, LLC116,441$6.49M0.11%-3,39413F-HRTimeline
OneDigital Investment Advisors LLC111,548$6.22M0.07%-54,51113F-HRTimeline
Beacon Pointe Advisors, LLC111,153$6.2M0.06%+5,85613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC100,882$5.62M<0.01%+94,66413F-HRTimelineGroup
Strive Asset Management, LLC100,564$5.61M3.37%013F-HRTimeline
NDWM LLC96,464$5.38M3.94%+52,89313F-HRTimeline
FIRST AMERICAN TRUST, FSB95,601$5.33M0.43%+7,00913F-HRTimeline
Client First Capital LLC92,578$5.16M2.42%013F-HRTimeline
Sand Hill Global Advisors, LLC89,315$4.98M0.18%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…87,919$4.9M<0.01%-31,97813F-HRTimelineGroup
EHRLICH FINANCIAL GROUP86,680$4.83M3.13%-1,28313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC85,544$4.77M0.08%+17,46713F-HRTimeline
MML INVESTORS SERVICES, LLC84,955$4.74M0.01%+20,09813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.80,438$4.48M0.02%+20,38313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP80,393$4.48M0.1%-18,71613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\80,350$4.48M<0.01%-35,77013F-HRTimelineGroup
SILVER OAK WEALTH ADVISORS SERVICES, LLC79,545$4.43M3.19%+55,41013F-HRTimeline
Traveka Wealth, LLC75,366$4.2M2.23%-2,74913F-HRTimeline
CHOREO, LLC75,165$4.19M0.06%-24,47013F-HRTimeline
Omega Financial Group, LLC74,949$4.18M1.51%+113F-HRTimeline
Prime Capital Investment Advisors, LLC73,417$4.09M0.05%-10,58113F-HRTimeline
BANK OF STOCKTON72,851$4.06M1.21%-3,92413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…71,482$3.98M0.14%+2,60413F-HRTimelineGroup
Valmark Advisers, Inc.70,659$3.94M0.05%+8113F-HRTimeline
Compound Planning, Inc.67,188$3.75M0.14%+11,46013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\66,807$3.72M<0.01%+7,18413F-HRTimelineGroup
Elmwood Wealth Management, Inc.66,175$3.69M1.46%+1,01013F-HRTimeline
Summit Trail Advisors, LLC65,718$3.66M0.06%new13F-HRTimeline
RiverFront Investment Group, LLC64,738$3.61M0.07%+21,55613F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…64,521$3.6M0.1%013F-HRTimelineGroup
Westfuller Advisors, LLC64,463$3.59M2.05%+1013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP64,082$3.57M<0.01%+32,58513F-HRTimelineGroup
HighTower Advisors, LLC62,835$3.5M<0.01%+8,34213F-HRTimeline
Columbia Bank61,051$3.39M1.03%+24,60013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC60,579$3.38M0.39%-3,88213F-HRTimeline
SteelPeak Wealth, LLC59,865$3.34M0.13%+4,41013F-HRTimeline
Warren Street Wealth Advisors, LLC56,593$3.15M1.05%+45513F-HRTimeline
WHITTIER TRUST CO55,197$3.08M0.04%+2,46813F-HRTimeline
Apella Capital, LLC54,945$3.06M0.08%+12,37013F-HRTimeline
COMERICA BANK54,601$3.04M0.01%+33,33313F-HRTimeline
One Capital Management, LLC53,172$2.96M0.1%+15,65213F-HRTimeline
Blue Oak Capital, LLC51,098$2.85M1.5%-2,53213F-HRTimeline
DeDora Capital, Inc.48,159$2.68M0.7%+2,48013F-HRTimeline
Heritage Wealth Management, Inc. /CA/47,013$2.62M1.99%-1,70513F-HRTimeline
Wealthspire Advisors, LLC45,622$2.54M0.01%-13,61613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…43,600$2.43M0.02%-57,67013F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/42,855$2.39M0.47%-6,06013F-HRTimeline
Sanctuary Advisors, LLC42,348$2.36M0.01%-3,15913F-HRTimeline
Westside Investment Management, Inc.40,272$2.24M0.42%-1,45513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC40,133$2.24M0.02%+2,31813F-HRTimeline
Merit Financial Group, LLC39,443$2.2M0.02%new13F-HRTimeline
WealthCollab, LLC39,113$2.18M1.23%+3,66413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC38,184$2.13M0.06%+4,05013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,886$2.11M<0.01%+7,83613F-HRTimelineGroup
OLD MISSION CAPITAL LLC37,803$2.11M0.06%+28,65313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC37,790$2.11M0.07%+20,28413F-HRTimeline
Integrated Wealth Concepts LLC34,249$1.91M0.02%-2,74913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,045$1.9M<0.01%-3,11013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,988$1.89M<0.01%+2,78013F-HR/ATimelineGroup
Creative Capital Management Investments…32,530$1.81M0.65%-18,03213F-HRTimeline
WealthPlan Investment Management, LLC32,174$1.79M0.13%new13F-HRTimeline
McIlrath & Eck, LLC31,810$1.77M0.2%+1,32413F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…30,695$1.71M0.09%+1,40013F-HRTimeline
WEDBUSH SECURITIES INC30,603$1.71M0.06%+49813F-HRTimeline
Hamilton Wealth, LLC30,412$1.7M0.38%+1,17113F-HRTimeline
21 West Wealth Management LLC29,095$1.62M1.64%13F-HRTimeline
Steward Partners Investment Advisory, L…28,420$1.58M0.01%+23,00413F-HRTimeline
FORONJY FINANCIAL LLC28,077$1.57M0.73%13F-HRTimeline
Running Point Capital Advisors, LLC27,840$1.55M0.43%+1,05013F-HRTimeline
MAI Capital Management27,513$1.53M0.01%-5,12813F-HRTimeline
Empower Advisory Group, LLC27,495$1.53M<0.01%+1,93213F-HRTimeline
Parallel Advisors, LLC27,174$1.51M0.03%-59,48113F-HRTimeline
CONQUIS FINANCIAL LLC27,072$1.51M1.46%+8,12513F-HRTimeline
Towerpoint Wealth, LLC26,967$1.5M0.67%-11113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,357$1.47M0.01%+7,57913F-HRTimelineGroup
Curtis Advisory Group, LLC26,294$1.47M0.37%+6,19213F-HRTimeline
Dynamic Advisor Solutions LLC25,908$1.44M0.04%-2,89813F-HRTimeline
SimpliFi, Inc.25,836$1.44M0.63%+1,16813F-HRTimeline
McNaughton Wealth Management, LLC25,472$1.42M0.63%-5,09413F-HRTimeline
Quantinno Capital Management LP24,961$1.39M0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC24,954$1.39M0.25%+9,02213F-HRTimeline
Empirical Financial Services, LLC d.b.a…24,295$1.35M0.03%-9,69113F-HRTimeline
IFC Advisors LLC24,169$1.35M0.25%+94113F-HRTimeline
HCR Wealth Advisors23,987$1.34M0.16%+24113F-HRTimeline
Clark Asset Management, LLC23,423$1.31M0.18%-2,67513F-HRTimeline
Argyle Capital Partners, LLC22,853$1.27M1.05%-53313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,698$1.27M0.03%+2,71813F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…22,691$1.26M0.05%+2,52813F-HRTimeline
Moss Adams Wealth Advisors LLC22,250$1.24M0.11%013F-HRTimeline
IEQ CAPITAL, LLC21,908$1.22M0.01%+6313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC21,899$1.22M<0.01%-3,03013F-HRTimelineGroup
Smartleaf Asset Management LLC21,626$1.2M0.11%+13,87213F-HRTimeline
DAVIDSON INVESTMENT ADVISORS21,585$1.2M0.05%+6,55713F-HRTimeline
FLOW TRADERS U.S. LLC20,956$1.17M0.04%+5,53713F-HRTimeline
Johnson Bixby & Associates, LLC20,582$1.15M0.16%-9,06413F-HRTimeline
Bell Investment Advisors, Inc18,775$1.05M0.18%-55,37713F-HRTimeline
Tillman Hartley LLC18,768$1.05M0.3%013F-HRTimeline
Spinnaker Investment Group, LLC18,733$1.04M0.25%-2,88013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.18,342$1.02M0.04%+10,25913F-HRTimelineGroup
Destination Wealth Management17,901$998K0.03%-59913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,655$984K<0.01%-228,12713F-HRTimelineGroup
Williams & Novak Wealth Management, LLC17,345$967K0.82%-25,02013F-HRTimeline
Keystone Global Partners, LLC17,106$953K0.52%-10513F-HRTimeline
Bristlecone Advisors, LLC17,065$951K0.08%-3513F-HRTimeline
Orion Porfolio Solutions, LLC16,733$933K0.01%-1,48413F-HR/ATimeline
Werba Rubin Papier Wealth Management16,517$921K0.17%+4,70313F-HRTimeline
Safeguard Investment Advisory Group, LLC16,275$907K0.23%-1,78413F-HRTimeline
LM Advisors LLC16,003$892K0.11%013F-HRTimeline
LifeWealth Investments, LLC15,806$881K0.32%013F-HR/ATimeline
Allworth Financial LP15,729$877K<0.01%+6913F-HRTimeline
One Degree Advisors Inc15,632$871K0.31%new13F-HRTimeline
Portfolio Design Labs, LLC15,406$859K0.17%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.14,621$815K0.39%+21313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,585$813K<0.01%-7,62113F-HRTimelineGroup
BRASADA CAPITAL MANAGEMENT, LP14,300$795K0.14%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC13,896$775K0.03%new13F-HRTimeline
GC Wealth Management RIA, LLC13,406$747K0.06%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,340$744K<0.01%+9,48913F-HR/ATimelineGroup
Paragon Capital Management Ltd13,065$728K0.13%new13F-HRTimeline
Two West Capital Advisors LLC13,137$726K0.48%+6,14713F-HRTimeline
Ariston Services Group12,868$717K0.51%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC12,857$717K0.49%+1,05013F-HRTimeline
INSTRUMENTAL WEALTH, LLC12,936$717K0.57%+33013F-HRTimeline
Farther Finance Advisors, LLC12,852$716K0.01%-3,03613F-HRTimeline
Tenon Financial LLC12,798$713K0.32%013F-HRTimeline
Shira Ridge Wealth Management12,777$712K0.33%-11,31113F-HRTimeline
Values Added Financial LLC12,770$712K0.35%new13F-HRTimeline
Invera Wealth Advisors, LLC12,638$704K0.46%-14513F-HRTimeline
Climber Capital SA12,660$702K0.45%013F-HRTimeline
NWF Advisory Services Inc.12,346$688K0.08%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,991$668K<0.01%+8,02913F-HRTimelineGroup
Global Retirement Partners, LLC11,987$668K0.02%13F-HRTimeline
Three Bridge Wealth Advisors, LLC11,972$667K0.18%-2,66813F-HRTimeline
Fortitude Financial, LLC13,456$662K0.59%+5,90413F-HRTimeline
True Link Financial Advisors, LLC11,810$658K0.05%-35013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC11,475$640K0.08%+32413F-HRTimeline
Investment Advisory Group, LLC11,400$635K0.19%013F-HRTimeline
RHS Financial, LLC11,187$624K0.35%-17,66913F-HRTimeline
VERITY Wealth Advisors10,915$608K0.41%013F-HRTimeline
Boltwood Capital Management10,650$594K0.17%-1,05013F-HRTimeline
Aspen Investment Management Inc10,631$593K0.25%-25013F-HRTimeline
Crestwood Advisors Group, LLC10,483$584K0.01%new13F-HRTimeline
Trace Wealth Advisors, LLC10,452$583K0.48%013F-HRTimeline