# ISHARES TR CALIF MUN BD ETF

ISHARES TR CALIF MUN BD ETF is a security (CUSIP 464288356) tracked across SEC portfolio filings. 372 institutional managers reported $2.9B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $49.3M via N-PORT as of 2026-05-31.

## Summary

- Issuer: ISHARES TR
- Class: CALIF MUN BD ETF
- CUSIP: 464288356
- Asset category: EC
- 13F holders: 372
- 13F value: $2.9B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $49.3M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 372 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $483.1M | 8,496,808 |
| [Wealthfront Advisers LLC](https://search.stillhousedata.com/firm/148456) | Palo Alto, CA | $352.5M | 6,199,721 |
| MORGAN STANLEY | NEW YORK, NY | $106.5M | 1,872,723 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $104.4M | 1,836,874 |
| FMR LLC | BOSTON, MA | $102.7M | 1,807,029 |
| [Facet Wealth, Inc.](https://search.stillhousedata.com/firm/285961) | WEST PALM BEACH, FL | $100.9M | 1,750,409 |
| [SYON CAPITAL LLC](https://search.stillhousedata.com/firm/322776) | SAN FRANCISCO, CA | $76.9M | 1,352,128 |
| [BAILARD, INC.](https://search.stillhousedata.com/firm/110550) | Foster City, CA | $69.9M | 1,213,415 |
| [EP Wealth Advisors, LLC](https://search.stillhousedata.com/firm/111147) | TORRANCE, CA | $67.1M | 1,180,899 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $65.3M | 1,147,593 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $64.5M | 1,118,263 |
| Mariner, LLC | Overland Park, KS | $52.2M | 918,584 |
| BlackRock, Inc. | New York, NY | $50.2M | 882,814 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $38.7M | 681,794 |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | CHARLOTTE, NC | $37.7M | 663,621 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [BlackRock California Municipal Opportunities Fund](https://search.stillhousedata.com/fund/S000004030) | BlackRock California Municipal Series Trust | $49.3M | 201.73% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464288356.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.