CMF / iShares Trust - iShares California Muni Bond ETF - Pemilikan Institusi - Penjual

iShares Trust - iShares California Muni Bond ETF
US ˙ ARCA ˙ US4642883569

Pemilikan Institusi dan Dana - Penjual

Halaman ini menunjukkan institusi, dana dan pemegang saham utama yang telah mengurangkan pegangan atau menutup kedudukan mereka dalam tempoh pelaporan terakhir mereka. Baris merah menunjukkan kedudukan tertutup. Klik ikon pautan untuk melihat sejarah transaksi penuh.

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Tarikh Fail Sumber Pelabur Jenis Purata Harga
(Ang)
Saham ΔSaham
(%)
Nilai
Dilaporkan
($1000)
Δ Nilai
(%)
Peruntukan Port
(%)
2025-08-04 13F Bristlecone Advisors, LLC 17,065 -0.20 951 -1.14
2025-08-05 13F Cherry Tree Wealth Management, LLC 6,311 -5.37 352 -6.40
2025-08-14 13F Mariner, LLC 826,709 -2.67 46,077 -3.60
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-07-10 13F NorthCrest Asset Manangement, LLC 0 -100.00 0
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0
2025-07-09 13F Massmutual Trust Co Fsb/adv 0 -100.00 0
2025-08-14 13F GWM Advisors LLC 116,458 -6.66 6,491 -7.55
2025-07-01 13F First National Bank Sioux Falls 0 -100.00 0
2025-07-16 13F Falcon Wealth Planning 5,947 -33.15 331 -33.80
2025-08-12 13F CIBC Private Wealth Group, LLC 9,150 -46.20 510 -44.98
2025-07-28 13F Harbour Investments, Inc. 0 -100.00 0
2025-07-31 13F Buckingham Strategic Partners 5,839 -51.30 325 -51.78
2025-08-08 13F Creative Planning 200,340 -17.46 11,167 -18.25
2025-08-13 13F Cerity Partners LLC 226,840 -3.95 12,644 -4.88
2025-08-12 13F Fca Corp /tx 3,636 -16.72 203 -17.55
2025-08-13 13F Parkworth Wealth Management, Inc. 41 -37.88 2 -33.33
2025-08-01 13F Gwn Securities Inc. 3,726 -92.44 208 -92.45
2025-07-29 13F Private Trust Co Na 6,584 -1.67 367 -2.66
2025-08-05 13F Westside Investment Management, Inc. 40,272 -3.49 2,245 -4.43
2025-04-22 13F/A NorthRock Partners, LLC 0 -100.00 0
2025-08-05 13F Navalign, LLC 174,885 -11.50 9,748 -12.35
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 5,266 -17.32 0
2025-08-06 13F Golden State Wealth Management, LLC 5,319 -22.62 296 -23.32
2025-05-06 13F WESPAC Advisors SoCal, LLC 0 -100.00 0
2025-04-23 13F Integris Wealth Management, LLC 0 -100.00 0
2025-07-23 13F Slow Capital, Inc. 265,937 -19.14 14,823 -19.92
2025-08-07 13F Brio Consultants, LLC 199,252 -41.21 11,106 -41.78
2025-08-08 13F Kingsview Wealth Management, LLC 4,372 -17.83 244 -18.73
2025-08-13 13F North Berkeley Wealth Management, LLC 6,892 -34.53 384 -35.14
2025-05-06 13F a16z Perennial Management, L.P. 0 -100.00 0 -100.00
2025-08-06 13F Quadrant Private Wealth Management, LLC 3,872 -11.74 216 -12.60
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 121,015 -0.54 6,750 -1.36
2025-08-05 13F Elyxium Wealth, LLC 4,333 -28.57 242 -29.33
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 10,189 -57.18 567 -57.73
2025-08-12 13F Charles Schwab Investment Management Inc 7,717,458 -24.78 430,171 -25.51
2025-05-09 13F Citizens Financial Group Inc/ri 0 -100.00 0
2025-05-06 13F Van Strum & Towne Inc. 0 -100.00 0
2025-08-14 13F Raymond James Financial Inc 130,977 -27.45 7,301 -28.14
2025-05-01 13F Manuka Financial, LLC 0 -100.00 0
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-07-09 13F Towerpoint Wealth, LLC 26,967 -0.41 1,503 -1.31
2025-08-01 13F Strategic Financial Services, Inc, 0 -100.00 0
2025-08-12 13F Deutsche Bank Ag\ 80,350 -30.80 4,479 -31.48
2025-08-08 13F ERTS Wealth Advisors, LLC 0 -100.00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 161,632 -20.61 9,017 -21.32
2025-07-16 13F Spinnaker Investment Group, LLC 18,733 -13.33 1,044 -14.14
2025-08-13 13F Northwestern Mutual Wealth Management Co 87,919 -26.67 4,901 -27.38
2025-07-16 13F Perigon Wealth Management, LLC 0 -100.00 0
2025-08-06 13F Savant Capital, LLC 8,889 -51.71 495 -52.17
2025-05-15 13F Millennium Management Llc 0 -100.00 0 -100.00
2025-08-14 13F EP Wealth Advisors, Inc. 1,195,011 -6.24 66,610 -7.14
2025-08-14 13F Citadel Advisors Llc 34,045 -8.37 1,898 -9.28
2025-08-11 13F Bell Investment Advisors, Inc 18,775 -74.68 1,047 -74.93
2025-08-12 13F Financial Advocates Investment Management 7,080 -22.99 395 -23.79
2025-07-07 13F Vishria Bird Financial Group, LLC 0 -100.00 0
2025-05-09 13F Topel & Distasi Wealth Management, LLC 0 -100.00 0
2025-08-05 13F Tme Financial, Inc. 7,999 -35.42 446 -36.15
2025-08-13 13F Argyle Capital Partners, LLC 22,853 -2.28 1,274 -3.27
2025-07-17 13F Neumann Capital Management, LLC 0 -100.00 0
2025-07-17 13F Keystone Global Partners, LLC 17,106 -0.61 953 -1.55
2025-08-12 13F Founders Financial Alliance, LLC 0 -100.00 0
2025-08-11 13F Aspen Investment Management Inc 10,631 -2.30 1
2025-08-14 13F Aqr Capital Management Llc 0 -100.00 0
2025-08-14 13F Destination Wealth Management 17,901 -3.24 998 -4.23
2025-08-07 13F SFE Investment Counsel 6,098 -17.43 340 -18.31
2025-07-16 13F Blue Oak Capital, LLC 51,098 -4.72 2,848 -5.63
2025-07-24 13F Financial Connections Group, Inc. 166,442 -13.18 9 -10.00
2025-08-11 13F Wealthspire Advisors, LLC 45,622 -22.99 2,543 -23.73
2025-07-25 13F RHS Financial, LLC 11,187 -61.23 624 -61.64
2025-08-13 13F Lido Advisors, LLC 14,585 -34.32 813 -34.91
2025-08-12 13F Calton & Associates, Inc. 0 -100.00 0
2025-08-05 13F Bank Of Montreal /can/ 124,879 -44.39 6,961 -44.93
2025-08-14 13F Syon Capital Llc 1,205,909 -10.43 67,217 -11.29
2025-08-14 13F Royal Bank Of Canada 404,780 -6.98 22,562 -7.88
2025-08-13 13F Hsbc Holdings Plc 21,899 -12.15 1,221 -13.04
2025-08-15 13F Equitable Holdings, Inc. 3,921 -13.71 219 -14.51
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 24,295 -28.51 1,354 -29.18
2025-08-12 13F MAI Capital Management 27,513 -15.71 1,534 -16.55
2025-05-13 13F Watts Gwilliam & Co., LLC 0 -100.00 0
2025-07-24 13F Williams & Novak, LLC 17,345 -59.06 967 -59.46
2025-08-15 13F Morgan Stanley 1,776,876 -2.59 99,043 -3.53
2025-07-08 13F Parallel Advisors, LLC 27,174 -68.64 1,515 -68.95
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 8,401 -51.13 467 -51.81
2025-07-22 13F McNaughton Wealth Management, LLC 25,472 -16.67 1,420 -17.50
2025-07-23 13F Prime Capital Investment Advisors, LLC 73,417 -12.60 4,092 -13.43
2025-08-07 13F Shared Vision Wealth Group LLC 4,507 -60.33 250 -61.03
2025-08-14 13F Bank Of America Corp /de/ 1,172,106 -9.37 65,333 -10.23
2025-07-15 13F Bank Of Stockton 72,851 -5.11 4,061 -6.02
2025-08-11 13F Avantax Planning Partners, Inc. 10,266 -10.89 572 -11.73
2025-08-13 13F Fisher Asset Management, LLC 5,616 -19.82 313 -20.56
2025-07-09 13F Dynamic Advisor Solutions LLC 25,908 -10.06 1,444 -10.92
2025-07-17 13F Johnson Bixby & Associates, LLC 20,582 -30.57 1,147 -31.24
2025-07-23 13F Raub Brock Capital Management LP 0 -100.00 0
2025-08-12 13F AlphaCore Capital LLC 851 -27.70 47 -28.79
2025-07-03 13F Garde Capital, Inc. 119,008 -2.72 6,634 -3.66
2025-08-14 13F Integrated Wealth Concepts LLC 34,249 -7.43 1,909 -8.31
2025-08-06 13F Prospera Financial Services Inc 0 -100.00 0 -100.00
2025-07-11 13F Myecfo, Llc 227,283 -0.68 12,881 0.02
2025-08-05 13F Gould Asset Management Llc /ca/ 42,855 -12.39 2,389 -13.23
2025-08-27 13F/A Brinker Capital Investments, LLC 16,733 -8.15 933 -9.07
2025-07-08 13F Ehrlich Financial Group 86,680 -1.46 4,832 -2.40
2025-08-08 13F Cetera Investment Advisers 219,757 -5.67 12,249 -6.57
2025-08-06 13F Cornerstone Investment Partners, LLC 0 -100.00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 3,950 -37.06 220 -37.96
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 0 -100.00 0
2025-08-14 13F Fmr Llc 2,396,725 -50.34 133,593 -50.82
2025-08-01 13F Clark Asset Management, LLC 23,423 -10.25 1,306 -11.10
2025-07-11 13F Farther Finance Advisors, LLC 12,852 -19.11 716 -19.91
2025-08-06 13F Columbia River Financial Group, LLC 0 -100.00 0
2025-05-13 13F Cresset Asset Management, LLC 0 -100.00 0
2025-08-11 13F Amara Financial, Llc. 0 -100.00 0
2025-08-05 13F Mission Wealth Management, Lp 80,393 -18.88 4,481 -19.65
2025-07-16 13F Highline Wealth Partners Llc 6,240 -9.45 348 -10.34
2025-08-14 13F Abound Financial, Llc 0 -100.00 0
2025-04-17 13F Vista Wealth Management Group, LLC 7,845 -36.11 442 -37.27
2025-05-14 13F Change Path, LLC 0 -100.00 0
2025-07-25 13F Lodestar Private Asset Management Llc 60,579 -6.02 3,377 -6.92
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 47,013 -3.50 2,620 -4.41
2025-07-17 13F Capital Insight Partners, Llc 7,937 -44.38 442 -44.96
2025-08-07 13F Sanchez Wealth Management Group 4,810 -25.94 268 -26.58
2025-08-06 13F Adviser Investments LLC 344,078 -1.88 19,179 -2.83
2025-05-13 13F Financial Advisors Network, Inc. 0 -100.00 0 -100.00
2025-08-12 13F NWF Advisory Services Inc. 0 -100.00 0
2025-07-21 13F Creative Capital Management Investments LLC 32,530 -35.66 1,813 -36.27
2025-08-12 13F Main Management LLC 1,976 -1.98 0
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-07-10 13F Shira Ridge Wealth Management 12,777 -46.96 712 -47.45
2025-07-14 13F GAMMA Investing LLC 3,691 -55.85 206 -56.38
2025-08-13 13F Rsm Us Wealth Management Llc 75,165 -24.56 4,190 -25.29
2025-07-18 13F Pure Financial Advisors, Inc. 192,104 -2.58 10,708 -3.52
2025-08-11 13F Principal Securities, Inc. 0 -100.00 0
2025-05-15 13F Pathstone Holdings, LLC 0 -100.00 0
2025-07-10 13F Sovran Advisors, LLC 6,838 -39.12 380 -38.87
2025-05-14 13F Prosperitas Financial LLC 0 -100.00 0 -100.00
2025-08-07 13F/A Tortoise Investment Management, LLC 0 -100.00 0
2025-08-07 13F Resources Investment Advisors, LLC. 111,548 -32.83 6,218 -33.47
2025-07-22 13F Miracle Mile Advisors, LLC 116,441 -2.83 6,490 -3.77
2025-08-14 13F Safeguard Investment Advisory Group, LLC 16,275 -9.88 907 -10.73
2025-08-11 13F United Capital Financial Advisers, Llc 43,600 -56.95 2,430 -57.36
2025-07-22 13F Three Bridge Wealth Advisors, LLC 11,972 -18.22 667 -18.96
2025-07-31 13F Wealthfront Advisers Llc 8,648,197 -3.39 482,051 -4.32
2025-08-06 13F Commonwealth Equity Services, Llc 151,129 -5.40 8 0.00
2025-08-14 13F First Foundation Advisors 521,518 -1.13 29,069 -2.08
2025-04-21 13F Catalina Capital Group, LLC 0 -100.00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 18,217 -14.93 1,025 -16.39
2025-07-24 13F True Link Financial Advisors, LLC 11,810 -2.88 658 -3.80
2025-08-14 13F Susquehanna International Group, Llp 17,655 -92.82 984 -92.89
2025-07-17 13F Eclectic Associates Inc /adv 6,760 -48.88 377 -49.46
2025-07-24 13F Certus Wealth Management, LLC 142,019 -0.00 7,916 0.19
2025-08-12 13F Coldstream Capital Management Inc 4,213 -51.25 235 -51.85
2025-05-09 13F Leisure Capital Management 0 -100.00 0
2025-07-29 13F Orin Green Financial, LLC 342,121 -6.53 19,070 -5.10
2025-08-12 13F BlackRock, Inc. 228,353 -10.21 12,728 -11.07
2025-08-14 13F UBS Group AG 577,630 -19.93 32,197 -20.70
2025-07-16 13F Traveka Wealth, LLC 75,366 -3.52 4,201 -4.46
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 9,060 -28.72 505 -29.37
2025-07-08 13F Boltwood Capital Management 10,650 -8.97 594 -9.88
2025-05-15 13F Engineers Gate Manager LP 0 -100.00 0
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