ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | <0.01% | <0.01% | #87 | $17.5M | 345,438 | $12.3M | 244,383 | +101,055+41.35% | Add | |
| CITIZENS FINANCIAL GROUP INC/RI | 0.17% | 0.04% | #30 | $14.5M | 286,382 | $2.6M | 50,964 | +235,418+461.93% | Add | |
| Global Retirement Partners, LLC | 0.21% | — | #24 | $14.0M | 276,204 | $0 | 0 | +276,204 | New Buy | |
| Elmwood Wealth Management, Inc. | 2.9% | 2.96% | #1 | $11.6M | 229,610 | $10.7M | 211,929 | +17,681+8.34% | Add | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.01% | 0.02% | #77 | $7.5M | 149,618 | $7.1M | 141,621 | +7,997+5.65% | Add | |
| FIRST AMERICAN TRUST, FSB | 0.32% | 0.2% | #15 | $5.2M | 103,845 | $3.0M | 59,567 | +44,278+74.33% | Add | |
| DeLarme Wealth Management, Inc. | 2.82% | 2.9% | #2 | $4.9M | 96,404 | $4.5M | 89,165 | +7,239+8.12% | Add | |
| NDWM LLC | 2.64% | 2.74% | #3 | $4.5M | 88,772 | $4.2M | 83,830 | +4,942+5.90% | Add | |
| SWEENEY & MICHEL, LLC | 1.12% | 0.99% | #4 | $4.2M | 84,322 | $3.4M | 66,910 | +17,412+26.02% | Add | |
| Composition Wealth, LLC | 0.04% | 0.06% | #60 | $3.4M | 66,419 | $4.1M | 80,746 | -14,327-17.74% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | <0.01% | #82 | $3.3M | 64,912 | $1.7M | 33,242 | +31,670+95.27% | Add | |
| Elequin Capital, LP | 0.1% | — | #41 | $3.3M | 64,841 | $0 | 0 | +64,841 | New Buy | |
| Integrated Wealth Concepts LLC | 0.01% | 0.02% | #74 | $2.9M | 58,359 | $2.7M | 52,907 | +5,452+10.30% | Add | |
| BAILARD, INC. | 0.06% | 0.01% | #53 | $2.9M | 57,765 | $492,953 | 9,775 | +47,990+490.95% | Add | |
| HUB Investment Partners, LLC | 0.04% | 0.01% | #58 | $2.5M | 48,922 | $361,331 | 7,165 | +41,757+582.79% | Add | |
| Precision Wealth Strategies, LLC | 0.74% | — | #5 | $2.5M | 48,758 | $0 | 0 | +48,758 | New Buy | |
| FINANCIAL MANAGEMENT NETWORK INC | 0.31% | 0.24% | #16 | $2.2M | 43,010 | $1.6M | 30,763 | +12,247+39.81% | Add | |
| Pasadena Private Wealth, LLC | 0.27% | 0.23% | #19 | $2.2M | 42,671 | $1.6M | 32,350 | +10,321+31.90% | Add | |
| Atlas Private Wealth Advisors | 0.37% | 0.26% | #13 | $1.7M | 33,089 | $1.1M | 21,985 | +11,104+50.51% | Add | |
| HighTower Advisors, LLC | <0.01% | <0.01% | #94 | $1.6M | 32,127 | $1.6M | 31,958 | +169+0.53% | Add | |
| TriaGen Wealth Management LLC | 0.39% | 0.32% | #11 | $1.6M | 31,020 | $1.2M | 22,949 | +8,071+35.17% | Add | |
| Valmark Advisers, Inc. | 0.02% | 0.01% | #71 | $1.5M | 30,477 | $977,838 | 19,390 | +11,087+57.18% | Add | |
| M. Kulyk & Associates, LLC | 0.25% | 0.14% | #22 | $1.5M | 30,138 | $752,718 | 14,926 | +15,212+101.92% | Add | |
| WRAPMANAGER INC | 0.47% | — | #9 | $1.5M | 29,541 | $0 | 0 | +29,541 | New Buy | |
| Stratos Wealth Partners, LTD. | 0.01% | — | #73 | $1.4M | 28,644 | $0 | 0 | +28,644 | New Buy | |
| Sierra Capital LLC | 0.14% | 0.12% | #33 | $1.4M | 16,455 | $1.1M | 12,461 | +3,994+32.05% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #92 | $1.4M | 27,478 | $953,488 | 18,907 | +8,571+45.33% | Add | |
| CARY STREET PARTNERS FINANCIAL LLC | 0.03% | 0.03% | #62 | $1.3M | 26,239 | $1.3M | 26,239 | 00.00% | Unchanged | |
| Cerity Partners LLC | <0.01% | <0.01% | #93 | $1.3M | 26,194 | $771,598 | 15,302 | +10,892+71.18% | Add | |
| KANAWHA CAPITAL MANAGEMENT LLC | 0.09% | 0.09% | #44 | $1.3M | 26,000 | $1.2M | 24,000 | +2,000+8.33% | Add | |
| KWB Wealth | 0.11% | 0.11% | #37 | $1.3M | 25,732 | $1.1M | 21,339 | +4,393+20.59% | Add | |
| FLC Capital Advisors | 0.2% | 0.16% | #26 | $1.2M | 23,991 | $903,302 | 17,912 | +6,079+33.94% | Add | |
| MEMBERS WEALTH LLC | 0.66% | 0.6% | #6 | $1.2M | 23,810 | $1.0M | 19,872 | +3,938+19.82% | Add | |
| Kera Capital Partners, Inc. | 0.11% | — | #35 | $1.2M | 23,579 | $0 | 0 | +23,579 | New Buy | |
| Perigon Wealth Management, LLC | 0.02% | 0.02% | #66 | $1.2M | 23,050 | $1.2M | 24,300 | -1,250-5.14% | Reduce | |
| Private Advisor Group, LLC | 0.01% | — | #84 | $1.1M | 21,841 | $0 | 0 | +21,841 | New Buy | |
| Perennial Investment Advisors, LLC | 0.07% | 0.08% | #49 | $1.1M | 20,929 | $987,169 | 19,575 | +1,354+6.92% | Add | |
| AXXCESS WEALTH MANAGEMENT, LLC | 0.02% | 0.06% | #70 | $1.0M | 20,700 | $1.8M | 35,194 | -14,494-41.18% | Reduce | |
| Shared Vision Wealth Group LLC | 0.36% | 0.43% | #14 | $1.0M | 20,687 | $1.0M | 20,687 | 00.00% | Unchanged | |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 0.05% | 0.04% | #57 | $859,095 | 17,000 | $806,880 | 16,000 | +1,000+6.25% | Add | |
| Mutual Advisors, LLC | 0.02% | 0.02% | #72 | $848,344 | 16,787 | $760,670 | 15,084 | +1,703+11.29% | Add | |
| Diversified Portfolios, Inc. | 0.06% | 0.05% | #54 | $796,987 | 15,771 | $556,445 | 11,034 | +4,737+42.93% | Add | |
| Beacon Pointe Advisors, LLC | <0.01% | — | #88 | $787,336 | 15,580 | $0 | 0 | +15,580 | New Buy | |
| Tortuga Wealth Management, Inc | 0.58% | 0.38% | #7 | $765,535 | 15,149 | $410,595 | 8,142 | +7,007+86.06% | Add | |
| Cetera Investment Advisers | <0.01% | <0.01% | #98 | $720,730 | 14,262 | $402,078 | 7,973 | +6,289+78.88% | Add | |
| Meridian Wealth Management, LLC | 0.02% | 0.02% | #65 | $707,490 | 14,000 | $706,020 | 14,000 | 00.00% | Unchanged | |
| Mariner, LLC | <0.01% | <0.01% | #97 | $675,148 | 13,360 | $1.7M | 34,008 | -20,648-60.72% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #106 | $656,753 | 12,996 | $908 | 18 | +12,978+72,100.00% | Add | |
| Ariadne Wealth Management, LP | 0.29% | 0.36% | #18 | $653,267 | 12,927 | $803,033 | 15,924 | -2,997-18.82% | Reduce | |
| Savvy Advisors, Inc. | 0.01% | 0.04% | #76 | $600,559 | 11,884 | $1.6M | 31,719 | -19,835-62.53% | Reduce |