Institutional Ownership
Ishares Tr
CUSIP 464288356CALIF MUN BD ETFCMFQ1 2026
Institutional Holders
348
13F filers
Shares Held
50.41M
Aggregate institutional
Institutional Value
$2.84B
Q1 2026
Net New Holders
+14
34 new · 20 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions34
Increased157
Decreased88
Sold out20
Institutional Holders
348 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 8.50M | $483.13M | +56.8K | Added |
| 2 | Wealthfront Advisers LLC | 6.20M | $352.52M | +1.09M | Added |
| 3 | Morgan Stanley | 1.87M | $106.48M | +82.1K | Added |
| 4 | Bank Of America Corp /De/ | 1.84M | $104.44M | −96.8K | Reduced |
| 5 | Fmr LLC | 1.81M | $102.75M | −99.4K | Reduced |
| 6 | Facet Wealth, Inc. | 1.58M | $89.90M | +83.2K | Added |
| 7 | Syon Capital LLC | 1.35M | $76.88M | +204.4K | Added |
| 8 | Bailard, Inc. | 1.23M | $70.20M | −204.5K | Reduced |
| 9 | Ep Wealth Advisors, LLC | 1.18M | $67.15M | +9.9K | Added |
| 10 | Lpl Financial LLC | 1.15M | $65.25M | +158.1K | Added |
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