13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
CMF

ISHARES CALIFORNIA MUNI BOND

367 institutions still hold ISHARES CALIFORNIA MUNI BOND as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288356·Exchange Traded Fund·367 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.5%
vs prior quarter
13F value held
$1.9B
45.0% inst. owned
of float
Holders
367
+47 QoQ
filers reporting
Activity
+46 / −76
+801 added · −771 reduced
this quarter
Concentration
25.24%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

367 institutions reported CMF in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 25.2% of the visible book. +47 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$483M8.5M0.07%Q1 202602
Wealthfront Advisers LLC
CIK 0001763921
$353M6.2M0.77%Q1 202603
MORGAN STANLEY
CIK 0000895421
$106M1.9M0.01%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$104M1.8M0.01%Q1 202605
FMR LLC
CIK 0000315066
$103M1.8M0.01%Q1 202606
Facet Wealth, Inc.
CIK 0001748271
$90M1.6M1.56%Q1 202607
SYON CAPITAL LLC
CIK 0001999353
$77M1.4M3.87%Q1 202608
BAILARD, INC.
CIK 0000750641
$70M1.2M1.61%Q1 202609
EP Wealth Advisors, LLC
CIK 0001540569
$67M1.2M0.33%Q1 202610
LPL Financial LLC
CIK 0001403438
$65M1.1M0.02%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$58M1.0M0.02%Q1 202612
Mariner, LLC
CIK 0001373442
$52M919K0.06%Q1 202613
BlackRock, Inc.
CIK 0002012383
$50M883K0.00%Q1 202614
JPMORGAN CHASE & CO
CIK 0000019617
$39M682K0.00%Q1 202615
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$38M664K0.15%Q1 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$37M657K0.01%Q1 202617
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$37M657K0.06%Q1 202618
UBS Group AG
CIK 0001610520
$30M532K0.00%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$27M472K0.00%Q1 202620
Opes Wealth Management LLC
CIK 0001766918
$27M468K4.37%Q1 2026
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