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Disclosery

CMF ISHARES TR

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CALIF MUN BD ETF (fund)

312 managers (315 13F filers) reported a position in CMF shares at 2025-09-30, 41,923,206 shares in all. 26 filers opened a position and 22 filers sold out during the quarter.

Managers
312
13F filers
315
New
26
Added
137
Reduced
97
Sold out
22
Shares held by filers
41,923,206

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co7,736,294$441M0.07%+18,83613F-HRTimelineGroup
Wealthfront Advisers LLC3,958,355$226M0.53%-4,689,84213F-HRTimeline
FMR LLCin group FMR LLC2,012,899$115M0.01%-383,82613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,769,653$101M0.01%-7,22313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,640,770$93.6M0.01%+468,66413F-HR/ATimelineGroup
BAILARD, INC.1,434,753$81.8M1.78%+89,92213F-HRTimeline
Facet Wealth, Inc.1,392,789$79.4M1.64%+114,07613F-HRTimeline
SYON CAPITAL LLC1,151,334$65.7M3.53%-54,57513F-HRTimeline
LPL Financial LLC890,410$50.8M0.01%+46,91513F-HRTimeline
Mariner, LLCin group Mariner, LLC876,674$50M0.06%+49,96513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding852,843$48.6M+93,886Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA699,571$39.9M0.1%-32,45713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO546,691$31.2M<0.01%+27,47413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG533,267$30.4M0.01%-44,36313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN506,149$28.9M0.01%+36,64713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV497,273$28.4M0.05%+114,74013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA421,250$24M<0.01%+16,47013F-HRTimelineGroup
Opes Wealth Management LLC418,263$23.9M4.2%+31,09913F-HRTimeline
Steward Partners Investment Advisory, L…373,896$21.3M0.12%+345,47613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC362,301$20.7M0.04%-25,04913F-HRTimelineGroup
Manhattan West Asset Management, LLC350,973$20M4.23%+13,11213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS346,927$19.8M0.73%-174,59113F-HRTimelineGroup
Orin Green Financial, LLC324,921$18.5M7.41%-17,20013F-HRTimeline
Cetera Investment Advisers317,739$18.1M0.02%+97,98213F-HRTimeline
RWA WEALTH PARTNERS, LLC315,395$18M0.2%-28,68313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC307,900$17.6M0.02%+156,60013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS303,447$17.3M0.04%-39,45713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO294,134$16.8M0.02%+19,75813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding283,215$16.2M+113,651Timeline
ALLIANCEBERNSTEIN L.P.275,949$15.7M<0.01%+56,35113F-HRTimeline
Affinity Capital Advisors, LLC255,386$14.5M2.24%+9,12813F-HRTimeline
Rinkey Investments249,880$14.3M3.78%+5,62213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC249,302$14.2M<0.01%+14,28713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.234,703$13.4M<0.01%+6,35013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC233,864$13.3M0.02%+7,02413F-HRTimelineGroup
MYECFO, LLC232,992$13.3M6.05%+5,70913F-HRTimeline
Slow Capital, Inc.232,090$13.2M1.56%-33,84713F-HRTimeline
West Wealth Group, LLC227,978$13.1M2.95%-12,13313F-HRTimeline
Betterment LLC217,395$12.4M0.02%+16,40913F-HRTimeline
Creative Planningin group Creative Planning213,325$12.2M0.01%+12,98513F-HRTimelineGroup
Atlas Legacy Advisors, LLC200,702$11.4M2.21%-3,08113F-HRTimeline
Pure Financial Advisors, LLC189,884$10.8M0.17%-2,22013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC189,611$10.8M0.08%+68,32913F-HRTimelineGroup
Brio Consultants, LLC186,891$10.7M1.47%-12,36113F-HRTimeline
Navalign, LLC185,762$10.6M2.8%+10,87713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.163,818$9.3M0.01%+2,18613F-HRTimelineGroup
Financial Connections Group, Inc.158,779$9.06M3.53%-7,66313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC147,232$8.4M0.13%+61,68813F-HRTimeline
Wedmont Private Capital143,224$8.17M0.3%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/137,537$7.85M<0.01%+12,65813F-HRTimelineGroup
CWM, LLCin group CWM, LLC128,063$7.3M0.02%+4,80413F-HRTimelineGroup
Certus Wealth Management, LLC127,232$7.26M4.34%-14,78713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…120,961$6.9M<0.01%+33,04213F-HRTimelineGroup
Sanctuary Advisors, LLC120,867$6.89M0.04%+78,51913F-HR/ATimeline
Garde Capital, Inc.119,008$6.79M0.34%013F-HRTimeline
OneDigital Investment Advisors LLC116,451$6.64M0.07%+4,90313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC116,199$6.63M0.01%-34,93013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC110,045$6.28M<0.01%-20,93213F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…108,081$6.15M0.01%-12,93413F-HRTimeline
FIRST AMERICAN TRUST, FSB103,013$5.88M0.43%+7,41213F-HRTimeline
Strive Asset Management, LLC100,564$5.74M3.11%013F-HR/ATimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…100,436$5.73M0.16%+35,91513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC97,984$5.59M0.01%+13,02913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\96,380$5.5M<0.01%+16,03013F-HRTimelineGroup
Client First Capital LLC92,578$5.28M2.35%013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC91,929$5.24M3.46%+12,38413F-HRTimeline
RiverFront Investment Group, LLC90,938$5.19M0.09%+26,20013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP87,765$4.99M<0.01%+23,68313F-HRTimelineGroup
EHRLICH FINANCIAL GROUP86,801$4.95M2.94%+12113F-HRTimeline
NDWM LLC79,520$4.54M3.08%-16,94413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP79,093$4.51M0.09%-1,30013F-HRTimeline
Compound Planning, Inc.78,994$4.51M0.15%+11,80613F-HRTimeline
Beacon Pointe Advisors, LLC78,002$4.45M0.04%-33,15113F-HRTimeline
Sand Hill Global Advisors, LLC77,453$4.42M0.16%-11,86213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\76,859$4.38M0.01%+10,05213F-HRTimelineGroup
Valmark Advisers, Inc.76,691$4.37M0.06%+6,03213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…75,880$4.33M0.13%+4,39813F-HRTimelineGroup
CHOREO, LLC75,092$4.28M0.06%-7313F-HRTimeline
Prime Capital Investment Advisors, LLC73,584$4.2M0.05%+16713F-HRTimeline
Omega Financial Group, LLC71,039$4.05M1.36%-3,91013F-HRTimeline
Columbia Bank69,701$4M1.12%+8,65013F-HRTimeline
HighTower Advisors, LLC67,455$3.85M<0.01%+4,62013F-HRTimeline
Summit Trail Advisors, LLC65,718$3.75M0.05%013F-HRTimeline
Elmwood Wealth Management, Inc.65,595$3.74M1.33%-58013F-HRTimeline
Westfuller Advisors, LLC64,798$3.7M1.68%+33513F-HRTimeline
Traveka Wealth, LLC63,347$3.61M1.61%-12,01913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC62,990$3.59M<0.01%+28,94513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,613$3.46M0.01%+42,95813F-HRTimelineGroup
Apella Capital, LLC59,667$3.43M0.08%+4,72213F-HRTimeline
COMERICA BANK57,826$3.3M0.01%+3,22513F-HRTimeline
Warren Street Wealth Advisors, LLC57,204$3.26M0.98%+61113F-HRTimeline
MAI Capital Management55,458$3.16M0.02%+27,94513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC55,440$3.16M0.33%-5,13913F-HRTimeline
WHITTIER TRUST CO53,907$3.07M0.03%-1,29013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC51,762$2.95M0.02%+11,62913F-HRTimeline
One Capital Management, LLC51,752$2.95M0.09%-1,42013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…49,942$2.85M0.1%+27,25113F-HRTimeline
DeDora Capital, Inc.49,064$2.8M0.68%+90513F-HRTimeline
BANK OF STOCKTON48,282$2.75M0.79%-24,56913F-HRTimeline
SteelPeak Wealth, LLC47,517$2.71M0.09%-12,34813F-HRTimeline
Heritage Wealth Management, Inc. /CA/46,841$2.67M1.82%-17213F-HRTimeline
Wealthspire Advisors, LLC46,534$2.65M0.01%+91213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,448$2.59M<0.01%+7,56213F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/43,470$2.48M0.46%+61513F-HRTimeline
Quantinno Capital Management LP43,399$2.48M0.01%+18,43813F-HRTimeline
WealthCollab, LLC41,738$2.38M1.1%+2,62513F-HRTimeline
21 West Wealth Management LLC41,463$2.37M2.24%+12,36813F-HRTimeline
Westside Investment Management, Inc.39,525$2.25M0.36%-74713F-HRTimeline
Merit Financial Group, LLC39,445$2.25M0.02%+213F-HR/ATimeline
JOURNEY STRATEGIC WEALTH LLC39,218$2.24M0.06%+1,42813F-HRTimeline
CONQUIS FINANCIAL LLC37,618$2.15M2.03%+10,54613F-HRTimeline
Ashton Thomas Private Wealth, LLC37,217$2.12M0.06%+23,32113F-HRTimeline
McIlrath & Eck, LLC34,975$1.99M0.21%+3,16513F-HRTimeline
Empirical Financial Services, LLC d.b.a…34,071$1.94M0.04%+9,77613F-HRTimeline
Integrated Wealth Concepts LLC33,212$1.89M0.02%-1,03713F-HRTimeline
Savvy Advisors, Inc.31,756$1.81M0.08%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC31,184$1.78M0.04%-7,00013F-HRTimeline
NewEdge Advisors, LLC31,184$1.78M0.01%-85,27413F-HRTimeline
WEDBUSH SECURITIES INC30,603$1.75M0.06%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…30,270$1.73M0.09%-42513F-HRTimeline
McNaughton Wealth Management, LLC29,111$1.66M0.7%+3,63913F-HRTimeline
Running Point Capital Advisors, LLC28,204$1.61M0.43%+36413F-HRTimeline
Towerpoint Wealth, LLC27,017$1.54M0.63%+5013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,901$1.53M0.01%+54413F-HRTimelineGroup
FORONJY FINANCIAL LLC26,643$1.52M0.67%-1,43413F-HRTimeline
Curtis Advisory Group, LLC26,612$1.52M0.34%+31813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC26,591$1.52M0.24%+1,63713F-HRTimeline
SimpliFi, Inc.26,035$1.49M0.64%+19913F-HRTimeline
IEQ CAPITAL, LLC25,901$1.48M<0.01%+3,99313F-HRTimeline
Parallel Advisors, LLC25,836$1.47M0.03%-1,33813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …25,819$1.47M<0.01%-1,67613F-HRTimelineGroup
Dynamic Advisor Solutions LLC25,711$1.47M0.04%-19713F-HRTimeline
WealthPlan Investment Management, LLC25,609$1.46M0.1%-6,56513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,986$1.43M<0.01%-9,00213F-HRTimelineGroup
OLD MISSION CAPITAL LLC24,804$1.41M0.05%-12,99913F-HRTimeline
Bell Investment Advisors, Inc24,592$1.4M0.23%+5,81713F-HRTimeline
WESPAC Advisors SoCal, LLC24,386$1.39M0.28%new13F-HRTimeline
Creative Capital Management Investments…24,266$1.38M0.44%-8,26413F-HRTimeline
DAVIDSON INVESTMENT ADVISORS23,653$1.35M0.06%+2,06813F-HRTimeline
IFC Advisors LLC23,394$1.33M0.24%-77513F-HRTimeline
GC Wealth Management RIA, LLC23,167$1.32M0.04%+9,76113F-HRTimeline
HCR Wealth Advisors22,903$1.3M0.14%-1,08413F-HRTimeline
Destination Wealth Management22,654$1.29M0.04%+4,75313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,076$1.26M<0.01%+13,67513F-HRTimeline
Clark Asset Management, LLC21,113$1.2M0.14%-2,31013F-HRTimeline
Johnson Bixby & Associates, LLC20,582$1.17M0.15%013F-HRTimeline
Smartleaf Asset Management LLC20,611$1.17M0.07%-1,01513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,489$1.17M<0.01%-80,39313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…20,089$1.15M0.01%-23,51113F-HRTimelineGroup
Williams & Novak Wealth Management, LLC18,906$1.08M0.83%+1,56113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,877$1.08M0.02%-3,82113F-HRTimelineGroup
Tillman Hartley LLC18,768$1.07M0.28%013F-HRTimeline
Farther Finance Advisors, LLC18,755$1.07M0.02%+5,90313F-HRTimeline
Allworth Financial LP18,492$1.05M<0.01%+2,76313F-HRTimeline
Spinnaker Investment Group, LLC18,224$1.04M0.2%-50913F-HRTimeline
APS Management Group, Inc.17,920$1.02M0.91%13F-HRTimeline
Roof Eidam Maycock Peralta, LLC17,867$1.02M0.25%new13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC17,074$974K0.16%+9,13713F-HRTimeline
Perennial Investment Advisors, LLC16,982$969K0.08%+9,54913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,740$955K0.02%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.16,440$938K0.03%+8,38213F-HRTimeline
Impact Investors, Inc16,169$922K0.61%new13F-HRTimeline
LM Advisors LLC16,003$913K0.13%013F-HRTimeline
Argyle Capital Partners, LLC15,888$906K0.65%-6,96513F-HRTimeline
LifeWealth Investments, LLC15,806$902K0.3%013F-HR/ATimeline
Bristlecone Advisors, LLC15,704$896K0.07%-1,36113F-HRTimeline
Engineers Gate Manager LP15,470$882K0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.15,232$869K0.37%+61113F-HRTimeline
NWF Advisory Services Inc.15,182$866K0.1%+2,83613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,166$865K<0.01%+58113F-HRTimelineGroup
Crestwood Advisors Group, LLC15,014$856K0.01%+4,53113F-HRTimeline
Portfolio Design Labs, LLC14,723$840K0.14%-68313F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP13,582$774K0.13%-71813F-HRTimeline
Two West Capital Advisors LLC13,137$757K0.46%013F-HRTimeline
INSTRUMENTAL WEALTH, LLC13,118$754K0.53%+18213F-HRTimeline
Values Added Financial LLC12,770$728K0.32%013F-HRTimeline
Invera Wealth Advisors, LLC12,462$711K0.44%-17613F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC12,423$709K0.08%+94813F-HRTimeline
Aspen Investment Management Inc12,410$708K0.27%+1,77913F-HRTimeline
Shira Ridge Wealth Management12,350$704K0.3%-42713F-HRTimeline
Three Bridge Wealth Advisors, LLC12,271$700K0.18%+29913F-HRTimeline
Composition Wealth, LLC12,043$687K0.01%-104,39813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,020$686K<0.01%+2913F-HRTimelineGroup
Fortitude Financial, LLC12,951$684K0.56%-50513F-HRTimeline
True Link Financial Advisors, LLC11,810$674K0.04%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC11,807$673K0.44%-1,05013F-HRTimeline
Global Retirement Partners, LLC11,482$655K0.01%-50513F-HRTimeline
Investment Advisory Group, LLC11,400$650K0.18%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.10,941$624K0.02%-7,40113F-HRTimelineGroup
VERITY Wealth Advisors10,915$623K0.39%013F-HRTimeline
Boltwood Capital Management10,900$622K0.17%+25013F-HRTimeline
Moss Adams Wealth Advisors LLC10,882$621K0.05%-11,36813F-HRTimeline
Avantax Planning Partners, Inc.10,478$598K0.02%+21213F-HRTimeline
Trace Wealth Advisors, LLC10,452$596K0.45%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…10,289$587K0.12%+1,22913F-HRTimeline
RHS Financial, LLC10,120$577K0.3%-1,06713F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…10,060$574K0.14%+68213F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.9,828$561K0.1%-36113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,606$548K<0.01%-3,73413F-HRTimelineGroup
Keystone Global Partners, LLC9,589$547K0.28%-7,51713F-HRTimeline