13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
CMF

ISHARES CALIFORNIA MUNI BOND

380 institutions still hold ISHARES CALIFORNIA MUNI BOND as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288356·Exchange Traded Fund·380 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.1B
visible holders
Holders
380
filers reporting
Concentration
26.37%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

380 institutions reported CMF in Q2 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 26.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$565M9.8M0.08%Q2 202602
Wealthfront Advisers LLC
CIK 0001763921
$419M7.3M0.81%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$114M2.0M0.01%Q2 202604
MORGAN STANLEY
CIK 0000895421
$112M1.9M0.01%Q2 202605
Facet Wealth, Inc.
CIK 0001748271
$101M1.8M1.45%Q2 202606
FMR LLC
CIK 0000315066
$100M1.7M0.00%Q2 202607
EP Wealth Advisors, LLC
CIK 0001540569
$97M1.7M0.37%Q2 202608
SYON CAPITAL LLC
CIK 0001999353
$80M1.4M3.50%Q2 202609
LPL Financial LLC
CIK 0001403438
$76M1.3M0.02%Q2 202610
BAILARD, INC.
CIK 0000750641
$70M1.2M1.42%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$64M1.1M0.02%Q2 202612
Mariner, LLC
CIK 0001373442
$54M931K0.06%Q2 202613
BlackRock, Inc.
CIK 0002012383
$50M866K0.00%Q2 202614
JPMORGAN CHASE & CO
CIK 0000019617
$40M691K0.00%Q2 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$38M667K0.01%Q2 202616
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$38M666K0.13%Q2 202617
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$36M625K0.04%Q2 202618
ROYAL BANK OF CANADA
CIK 0001000275
$29M510K0.00%Q2 202619
UBS Group AG
CIK 0001610520
$29M503K0.00%Q2 202620
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$28M478K0.17%Q2 2026
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