Institutional Ownership
Ishares Tr
CUSIP 464288356CALIF MUN BD ETFCMFQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
10.2%
Max % of class reported
Institutional Holders
348
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Aug 6, 2025
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 8.50M | $483.13M |
| 2 | Wealthfront Advisers LLC | 6.20M | $352.52M |
| 3 | Morgan Stanley | 1.87M | $106.48M |
| 4 | Bank Of America Corp /De/ | 1.84M | $104.44M |
| 5 | Fmr LLC | 1.81M | $102.75M |
| 6 | Facet Wealth, Inc. | 1.58M | $89.90M |
| 7 | Syon Capital LLC | 1.35M | $76.88M |
| 8 | Bailard, Inc. | 1.23M | $70.20M |
| 9 | Ep Wealth Advisors, LLC | 1.18M | $67.15M |
| 10 | Lpl Financial LLC | 1.15M | $65.25M |