Funds holding iShares California Muni Bond ETF
ISIN US4642883569 · United States · LEI 5493005PBQ3IFT3REX09
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 40.2K $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| California Municipal Fund Principal Funds, Inc | 702 | 40.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| California Municipal Fund Principal Funds, Inc | 0.01 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 702 | 0.0 % |
| 2026Q1 | 1 | 0 | 702 | 0.0 % |
| 2025Q4 | 1 | 0 | 702 | 0.0 % |
| 2025Q3 | 1 | 0 | 702 | 0.0 % |
| 2025Q2 | 1 | 0 | 702 | 0.0 % |
| 2025Q1 | 1 | 0 | 702 | 0.0 % |
| 2024Q4 | 1 | 0 | 702 | 0.0 % |
| 2024Q3 | 1 | 0 | 702 | 0.0 % |
| 2024Q2 | 1 | 0 | 702 | 0.0 % |
| 2024Q1 | 1 | 0 | 702 | 0.0 % |
| 2023Q4 | 1 | 702 |
Institutional managers
348 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8,496,808 | 483.1M $ | as of Mar 31, 2026 |
| Wealthfront Advisers LLC | 6,199,721 | 352.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,872,723 | 106.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,836,874 | 104.4M $ | as of Mar 31, 2026 |
| FMR LLC | 1,807,029 | 102.7M $ | as of Mar 31, 2026 |
| Facet Wealth, Inc. | 1,581,074 | 89.9M $ | as of Mar 31, 2026 |
| SYON CAPITAL LLC | 1,352,128 | 76.9M $ | as of Mar 31, 2026 |
| BAILARD, INC. | 1,234,606 | 70.2M $ | as of Mar 31, 2026 |
| EP Wealth Advisors, LLC | 1,180,899 | 67.1M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,147,593 | 65.3M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 1,021,059 | 58.1M $ | as of Mar 31, 2026 |
| Mariner, LLC | 918,584 | 52.2M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 882,814 | 50.2M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 681,794 | 38.7M $ | as of Mar 31, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 663,621 | 37.7M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 657,464 | 37.4M $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 657,171 | 37.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 531,875 | 30.2M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 471,638 | 26.8M $ | as of Mar 31, 2026 |
| Opes Wealth Management LLC | 467,978 | 26.6M $ | as of Mar 31, 2026 |
| Beacon Pointe Advisors, LLC | 411,658 | 23.4M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 404,359 | 23M $ | as of Mar 31, 2026 |
| Manhattan West Asset Management, LLC | 397,775 | 22.6M $ | as of Mar 31, 2026 |
| GUGGENHEIM CAPITAL LLC | 396,010 | 22.5M $ | as of Mar 31, 2026 |
| ASSETMARK, INC | 391,733 | 22.3M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding iShares California Muni Bond ETF". https://titelia.com/en/stocks/ishares-california-muni-bond-etf-US4642883569