Public ownership evidence

iShares California Muni Bond ETF (CMF) Ownership Disclosures

Read CMF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares California Muni Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
31,204
Value (USD)
$1,798,579
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CMF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CMF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2831,204$1,798,579None
January Capital Advisors LLC2026-06-302026-08-2610,027$577,956None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20624,565$35,999,954None
Beacon Pointe Advisors, LLC2026-06-302026-08-19192,748$11,109,972None
Legacy Edge Advisors, LLC2025-03-312026-08-185,200$292,656None
Legacy Edge Advisors, LLC2024-09-302026-08-185,200$302,172None
Legacy Edge Advisors, LLC2024-12-312026-08-185,200$298,168None
Corient Private Wealth LP2026-06-302026-08-1831,204$1,798,579None
Pure Financial Advisors, LLC2026-06-302026-08-18209,603$12,081,516None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1822,185$1,276,551None
BRASADA CAPITAL MANAGEMENT, LP2026-06-302026-08-1811,961$689,432None
Equitable Holdings, Inc.2026-06-302026-08-186,338$365,338None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-18102,100$5,885,044None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-183,448$199,000None
SEI INVESTMENTS CO2026-06-302026-08-15327,187$18,859,080None
Modern Wealth Management, LLC2026-06-302026-08-1511,998$691,556None
Perennial Investment Advisors, LLC2026-06-302026-08-1539,921$2,301,080None
SYON CAPITAL LLC2026-06-302026-08-151,395,697$80,447,959None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-159,795,528$564,614,234None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-159,795,528$564,614,234None
Qube Research & Technologies Ltd2026-06-302026-08-156,108$352,065None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,630$209,233None
OSAIC HOLDINGS, INC.2026-06-302026-08-1511,719$675,483None
OSAIC HOLDINGS, INC.2026-06-302026-08-15188,396$10,860,861None
Betterment LLC2026-06-302026-08-15253,502$14,612,000None
Engineers Gate Manager LP2026-06-302026-08-1533,986$1,958,953None
Fort Point Capital Partners LLC2026-06-302026-08-158,132$468,728None
Main Management LLC2026-06-302026-08-151,872$108,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-1551,498$2,968,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-158,249$475,472None
BRASADA CAPITAL MANAGEMENT, LP2026-06-302026-08-150$689,432None
Maloon Powers Pitre Higgins & Dennehy, LLC2026-06-302026-08-1527,501$1,585,154None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,944$227,368None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-153,102$178,792None
BROWN ADVISORY INC2026-06-302026-08-1512,106$697,779None
Itau Unibanco Holding S.A.2026-06-302026-08-153,089$178,050None
Destination Wealth Management2026-06-302026-08-1527,221$1,569,018None
Financial Engines Advisors L.L.C.2026-06-302026-08-153,635$209,521None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15185,277$10,671,959None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15236,001$13,696,831None
MAI Capital Management2026-06-302026-08-1551,058$2,942,985None
MAI Capital Management2026-06-302026-08-15452$26,053None
Cerity Partners LLC2026-06-302026-08-151,800$103,752None
Cerity Partners LLC2026-06-302026-08-15388,784$22,409,528None
Laird Norton Wetherby Trust Company, LLC2026-06-302026-08-1516,766$966,392None
Cresset Asset Management, LLC2026-06-302026-08-1572,199$4,161,545None
ROYAL BANK OF CANADA2026-06-302026-08-157,273$419,000None
ROYAL BANK OF CANADA2026-06-302026-08-15411,267$23,705,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,700$98,000None
ROYAL BANK OF CANADA2026-06-302026-08-1585,232$4,913,000None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗January Capital Advisors LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Legacy Edge Advisors, LLC ↗Legacy Edge Advisors, LLC ↗Legacy Edge Advisors, LLC ↗Corient Private Wealth LP ↗Pure Financial Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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