CALI institutional holders

ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF · 13F, 2026Q2

Managers holding107
Shares held3,263,385
Reported value$164.9m
Quarter flows28 new, 46 added, 17 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC345,438$17.5m0.0%
CITIZENS FINANCIAL GROUP INC/RI286,382$14.5m0.2%
Global Retirement Partners, LLC276,204$14.0m0.2%
Elmwood Wealth Management, Inc.229,610$11.6m2.9%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC149,618$7.5m0.0%
Cambridge Investment Research Advisors, Inc.129,824$6.6m0.0%
FIRST AMERICAN TRUST, FSB103,845$5.2m0.3%
DeLarme Wealth Management, Inc.96,404$4.9m2.8%
NDWM LLC88,772$4.5m2.6%
SWEENEY & MICHEL, LLC84,322$4.2m1.1%
Composition Wealth, LLC66,419$3.4m0.0%
Elequin Capital, LP64,841$3.3m0.1%
Integrated Wealth Concepts LLC58,359$2.9m0.0%
BAILARD, INC.57,765$2.9m0.1%
HUB Investment Partners, LLC48,922$2.5m0.0%
Precision Wealth Strategies, LLC48,758$2.5m0.7%
FINANCIAL MANAGEMENT NETWORK INC43,010$2.2m0.3%
Pasadena Private Wealth, LLC42,671$2.2m0.3%
Atlas Private Wealth Advisors33,089$1.7m0.4%
HighTower Advisors, LLC32,127$1.6m0.0%
TriaGen Wealth Management LLC31,020$1.6m0.4%
Valmark Advisers, Inc.30,477$1.5m0.0%
M. Kulyk & Associates, LLC30,138$1.5m0.2%
WRAPMANAGER INC29,541$1.5m0.5%
Stratos Wealth Partners, LTD.28,644$1.4m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CALI"). CALI price history · All 13F data

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