CALI

iShares Short-Term California Muni Active ETF
$50.57+0.02 (+0.03%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

8.670429993916425e+245B

Total Value

$4.3749727167828877e+173T

% of Float

Price History

$49.99$50.18$50.37$50.57$50.76Oct 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bell Investment Advisors, Inc8,670$437.5M0.07%Share
2Sierra Capital LLC4,299,939$27.2M2.87%Share
3Elmwood Wealth Management, Inc.164,258$8.3M2.62%Share
4LPL Financial LLC172,758$8.0M0.00%Share
5WEALTH ENHANCEMENT ADVISORY SERVICES, LLC134,985$6.8M0.01%Share
6Sierra Capital LLC64,503$6.5M0.69%Share
7Ariadne Wealth Management, LP128,176$6.5M2.68%Share
8Sierra Capital LLC565,147$3.6M0.38%Share
9CITIZENS FINANCIAL GROUP INC/RI70,549$3.6M0.05%Share
10DeLarme Wealth Management, Inc.69,954$3.5M2.51%Share
11NDWM LLC65,051$3.3M2.17%Share
12SWEENEY & MICHEL, LLC54,521$2.8M0.81%Share
13Sierra Capital LLC421,425$2.7M0.28%Share
14FINANCIAL MANAGEMENT NETWORK INC48,085$2.4M0.38%Share
15AXXCESS WEALTH MANAGEMENT, LLC43,085$2.2M0.01%Share
16Global Retirement Partners, LLC50,089$2.0M0.04%Share
17Sierra Capital LLC290,592$1.8M0.19%Share
18Ballast Rock Private Wealth LLC34,595$1.7M1.09%Share
19Savvy Advisors, Inc.32,312$1.6M0.05%Share
20Sierra Capital LLC253,912$1.6M0.17%Share
21Elequin Capital, LP29,065$1.5M0.11%Share
22Composition Wealth, LLC27,090$1.4M0.02%Share
23Perigon Wealth Management, LLC24,300$1.2M0.02%Share
24WESPAC Advisors SoCal, LLC24,218$1.2M0.25%Share
25U S GLOBAL INVESTORS INC22,000$1.1M0.12%Share
26KWB Wealth21,339$1.1M0.10%Share
27Fort Point Capital Partners LLC20,881$1.1M0.12%Share
28FIRST AMERICAN TRUST, FSB37,209$1.0M0.07%Share
29Mariner, LLC24,144$1.0M0.00%Share
30HighTower Advisors, LLC32,234$1.0M0.00%Share
31KANAWHA CAPITAL MANAGEMENT LLC19,000$958K0.07%Share
32MEMBERS WEALTH LLC18,901$956K0.60%Share
33CARY STREET PARTNERS FINANCIAL LLC15,834$798K0.02%Share
34FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC15,600$787K0.04%Share
35SOL Capital Management CO15,250$770K0.07%Share
36TriaGen Wealth Management LLC15,166$765K0.20%Share
37Client First Capital LLC14,974$755K0.32%Share
38Valmark Advisers, Inc.14,872$750K0.01%Share
39Meridian Wealth Management, LLC14,000$706K0.02%Share
40Shared Vision Wealth Group LLC13,793$697K0.28%Share
41Richard P Slaughter Associates Inc13,139$662K0.14%Share
42Sound Portfolio Advisors, LLC12,625$637K0.54%Share
43Perennial Investment Advisors, LLC12,554$633K0.05%Share
44Diversified Portfolios, Inc.12,475$629K0.05%Share
45Atlas Private Wealth Advisors10,676$538K0.13%Share
46CARY STREET PARTNERS FINANCIAL LLC10,405$525K0.01%Share
47BAILARD, INC.9,775$493K0.01%Share
48FLC Capital Advisors9,368$472K0.09%Share
49Capital Advantage, Inc.9,313$469K0.06%Share
50Weaver Consulting Group8,500$428K0.10%Share