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Ishrs Sh-Trm CA Muni ACT ETF (CALI)

CUSIP: 092528884 | NYSE | 156 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC834,970
0.0% of portfolio›$41.6M
Elmwood Wealth Management, Inc.216,023
2.6% of portfolio›$10.8M
Archvest Wealth Advisors, Inc.165,722
4.1% of portfolio›$8.3M
Bailard, Inc.132,246
0.1% of portfolio›$6.6M
DeLarme Wealth Management, Inc.98,541
2.8% of portfolio›$4.9M
Ndwm LLC92,771
2.7% of portfolio›$4.6M
Shah Wealth Advisors, LLC91,663
0.9% of portfolio›$4.6M
Sweeney & Michel, LLC87,090
1.2% of portfolio›$4.3M
Cambridge Investment Research Advisors, Inc.69,822
0.0% of portfolio›$3.5M
Robertson Stephens Wealth Management, LLC66,451
0.1% of portfolio›$3.3M
HUB Investment Partners, LLC53,352
0.0% of portfolio›$2.7M
Ashton Thomas Private Wealth, LLC47,210
0.0% of portfolio›$2.4M
Fortitude Family Office, LLC41,952
0.4% of portfolio›$2.1M
KWB Wealth40,915
0.2% of portfolio›$2.0M
Financial Management Network Inc40,042
0.3% of portfolio›$2.0M
TriaGen Wealth Management LLC39,090
0.5% of portfolio›$1.9M
Wealth Enhancement Advisory Services, LLC30,251
0.0% of portfolio›$1.5M
Kanawha Capital Management LLC28,000
0.1% of portfolio›$1.4M
Atlas Private Wealth Advisors26,998
0.3% of portfolio›$1.3M
Shum Financial Group, Inc.24,215
0.7% of portfolio›$1.2M
Members Wealth LLC23,696
0.6% of portfolio›$1.2M
Perigon Wealth Management, LLC22,455
0.0% of portfolio›$1.1M
Tortuga Wealth Management, Inc22,143
0.8% of portfolio›$1.1M
Spectrum Asset Management, Inc. (NB )21,230
0.3% of portfolio›$1.1M
Ariadne Wealth Management, LP19,251
0.4% of portfolio›$958.9K
Foronjy Financial LLC18,239
0.3% of portfolio›$908.5K
Creative Planning17,817
0.0% of portfolio›$887.5K
Basso Capital Management, L.P.17,640
0.2% of portfolio›$878.6K
Axxcess Wealth Management, LLC17,584
0.0% of portfolio›$875.9K
Moneco Advisors, LLC17,500
0.1% of portfolio›$871.7K
Independent Financial Group, LLC15,091
0.0% of portfolio›$751.7K
Kingswood Wealth Advisors, LLC14,453
0.0% of portfolio›$719.9K
Meridian Wealth Management, LLC14,000
0.0% of portfolio›$697.3K
Diversified Portfolios, Inc.12,837
0.0% of portfolio›$639.4K
Burton Enright Welch12,525
0.1% of portfolio›$623.9K
Weaver Consulting Group11,950
0.1% of portfolio›$595.2K
Sound Portfolio Advisors, LLC11,316
0.4% of portfolio›$563.7K
Kroeger Financial Partners11,275
0.6% of portfolio›$561.6K
Sowell Financial Services LLC10,671
0.0% of portfolio›$531.5K
Commonwealth Equity Services, LLC10,119
0.0% of portfolio›$504.0K
Fiduciary Financial Group, LLC9,660
0.1% of portfolio›$481.2K
Capital Advantage, Inc.9,412
0.1% of portfolio›$468.8K
Bell Investment Advisors, Inc8,810
0.1% of portfolio›$438.8K
Wespac Advisors SoCal, LLC8,731
0.1% of portfolio›$434.9K
Farther Finance Advisors, LLC7,754
0.0% of portfolio›$386.2K
Client First Capital LLC7,162
0.1% of portfolio›$356.7K
3 Factor Indexing, LLC6,789
0.3% of portfolio›$338.2K
Berkshire Money Management, Inc.6,541
0.0% of portfolio›$325.8K
Elyxium Wealth, LLC6,239
0.0% of portfolio›$310.8K
Integrated Advisors Network LLC5,946
0.0% of portfolio›$296.2K
Savant Capital, LLC5,852
0.0% of portfolio›$291.5K
Richard P Slaughter Associates Inc5,825
0.1% of portfolio›$290.1K
GC Wealth Management RIA, LLC5,470
0.0% of portfolio›$272.5K
NWF Advisory Services Inc.5,358
0.0% of portfolio›$266.9K
Ehrlich Financial Group5,356
0.1% of portfolio›$266.8K
Selby Wealth Management, LLC5,286
0.1% of portfolio›$263.3K
Ignite Planners, LLC5,250
0.0% of portfolio›$261.5K
Meritas Wealth Management, LLC5,152
0.1% of portfolio›$256.6K
Wealth Architects, LLC4,852
0.0% of portfolio›$241.7K
Apella Capital, LLC4,688
0.0% of portfolio›$233.3K
Trilogy Capital Inc.4,540
0.0% of portfolio›$226.1K
Penobscot Investment Management Company, Inc.4,500
0.0% of portfolio›$224.1K
Peak Financial Management, Inc.4,400
0.0% of portfolio›$219.2K
Union Savings Bank2,954
0.1% of portfolio›$147.1K
Parallel Advisors, LLC2,000
0.0% of portfolio›$99.6K
Creative Financial Designs Inc1,750
0.0% of portfolio›$87.2K
Allworth Financial LP1,560
0.0% of portfolio›$78.8K
Sunrise Financial Services, LLC1,050
0.0% of portfolio›$52.3K
Signature Resources Capital Management, LLC316
0.0% of portfolio›$15.7K
Blue Trust, Inc.140
0.0% of portfolio›$7.0K
Root Financial Partners, LLC2
0.0% of portfolio›$93
StyleTurnoverLocationFiled
LPL Financial LLC
834,970$41.6M0.0%IndexVery LowFort Mill, SC2026-11-06
Elmwood Wealth Management, Inc.
216,023$10.8M2.6%ETFLowBerkeley, CA2026-10-14
Archvest Wealth Advisors, Inc.
165,722$8.3M4.1%ETFLowConcord, CA2026-10-29
Bailard, Inc.
132,246$6.6M0.1%GrowthMediumFoster City, CA2026-10-13
DeLarme Wealth Management, Inc.
98,541$4.9M2.8%ETFVery LowPalos Verdes Estates, CA2026-10-30
Ndwm LLC
92,771$4.6M2.7%ETFMediumLa Jolla, CA2026-11-05
Shah Wealth Advisors, LLC
91,663$4.6M0.9%ETFN/AChino Hills, CA2026-11-06
Sweeney & Michel, LLC
87,090$4.3M1.2%ETFVery LowChico, CA2026-10-16
Cambridge Investment Research Advisors, Inc.
69,822$3.5M0.0%ETFLowFairfield, IA2026-11-02
Robertson Stephens Wealth Management, LLC
66,451$3.3M0.1%ETFMediumSan Francisco, CA2026-10-16
HUB Investment Partners, LLC
53,352$2.7M0.0%GrowthLowAustin, TX2026-11-03
Ashton Thomas Private Wealth, LLC
47,210$2.4M0.0%CoreMediumScottsdale, AZ2026-11-03
Fortitude Family Office, LLC
41,952$2.1M0.4%ETFMediumScottsdale, AZ2026-10-14
KWB Wealth
40,915$2.0M0.2%ETFMediumRedlands, CA2026-10-16
Financial Management Network Inc
40,042$2.0M0.3%ETFLowMission Viejo, CA2026-10-09
TriaGen Wealth Management LLC
39,090$1.9M0.5%CoreMediumCalabasas, CA2026-10-14
Wealth Enhancement Advisory Services, LLC
30,251$1.5M0.0%CoreLowPlymouth, MN2026-10-13
Kanawha Capital Management LLC
28,000$1.4M0.1%CoreVery LowRichmond, VA2026-10-19
Atlas Private Wealth Advisors
26,998$1.3M0.3%ETFLowRed Bank, NJ2026-10-23
Shum Financial Group, Inc.
24,215$1.2M0.7%GrowthVery LowAlameda, CA2026-10-13
Members Wealth LLC
23,696$1.2M0.6%ETFLowMedia, PA2026-10-20
Perigon Wealth Management, LLC
22,455$1.1M0.0%GrowthLowSan Francisco, CA2026-10-22
Tortuga Wealth Management, Inc
22,143$1.1M0.8%CoreLowTorrance, CA2026-10-27
Spectrum Asset Management, Inc. (NB )
21,230$1.1M0.3%CoreMediumNewport Beach, CA2026-10-19
Ariadne Wealth Management, LP
19,251$958.9K0.4%CoreLowSanta Barbara, CA2026-11-06
Foronjy Financial LLC
18,239$908.5K0.3%ETFLowLos Osos, CA2026-10-14
Creative Planning
17,817$887.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Basso Capital Management, L.P.
17,640$878.6K0.2%ETFMediumStamford, CT2026-10-30
Axxcess Wealth Management, LLC
17,584$875.9K0.0%CoreLowCarlsbad, CA2026-10-21
Moneco Advisors, LLC
17,500$871.7K0.1%ETFLowFairfield, CT2026-11-05
Independent Financial Group, LLC
15,091$751.7K0.0%GrowthLowSan Diego, CA2026-10-13
Kingswood Wealth Advisors, LLC
14,453$719.9K0.0%GrowthLowSan Diego, CA2026-10-23
Meridian Wealth Management, LLC
14,000$697.3K0.0%GrowthLowLexington, KY2026-11-05
Diversified Portfolios, Inc.
12,837$639.4K0.0%ETFLowBloomfield Hills, MI2026-11-04
Burton Enright Welch
12,525$623.9K0.1%ETFVery LowWalnut Creek, CA2026-11-04
Weaver Consulting Group
11,950$595.2K0.1%ETFLowHuntington Beach, CA2026-10-07
Sound Portfolio Advisors, LLC
11,316$563.7K0.4%ETFMediumMystic, CT2026-11-05
Kroeger Financial Partners
11,275$561.6K0.6%ETFN/AGrass Valley, CA2026-10-19
Sowell Financial Services LLC
10,671$531.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Commonwealth Equity Services, LLC
10,119$504.0K0.0%ETFLowWaltham, MA2026-11-02
Fiduciary Financial Group, LLC
9,660$481.2K0.1%ETFLowSan Rafael, CA2026-10-13
Capital Advantage, Inc.
9,412$468.8K0.1%ETFMediumWalnut Creek, CA2026-10-14
Bell Investment Advisors, Inc
8,810$438.8K0.1%ETFVery LowOrinda, CA2026-10-29
Wespac Advisors SoCal, LLC
8,731$434.9K0.1%GrowthMediumPasadena, CA2026-10-13
Farther Finance Advisors, LLC
7,754$386.2K0.0%IndexLowSan Francisco, CA2026-10-08
Client First Capital LLC
7,162$356.7K0.1%ETFMediumSan Diego, CA2026-10-22
3 Factor Indexing, LLC
6,789$338.2K0.3%ETFLowSacramento, CA2026-10-15
Berkshire Money Management, Inc.
6,541$325.8K0.0%ETFMediumDalton, MA2026-10-21
Elyxium Wealth, LLC
6,239$310.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Integrated Advisors Network LLC
5,946$296.2K0.0%GrowthMediumDallas, TX2026-10-20
Savant Capital, LLC
5,852$291.5K0.0%IndexVery LowRockford, IL2026-11-06
Richard P Slaughter Associates Inc
5,825$290.1K0.1%ETFMediumAustin, TX2026-10-13
GC Wealth Management RIA, LLC
5,470$272.5K0.0%GrowthMediumCambridge, MA2026-11-02
NWF Advisory Services Inc.
5,358$266.9K0.0%GARPLowLos Angeles, CA2026-10-19
Ehrlich Financial Group
5,356$266.8K0.1%ETFHighLaguna Niguel, CA2026-10-20
Selby Wealth Management, LLC
5,286$263.3K0.1%ETFVery LowEmeryville, CA2026-10-16
Ignite Planners, LLC
5,250$261.5K0.0%CoreLowSan Clemente, CA2026-10-14
Meritas Wealth Management, LLC
5,152$256.6K0.1%ETFVery LowSan Rafael, CA2026-10-14
Wealth Architects, LLC
4,852$241.7K0.0%ETFVery LowMountain View, CA2026-11-03
Apella Capital, LLC
4,688$233.3K0.0%ETFVery LowWest Hartford, CT2026-10-08
Trilogy Capital Inc.
4,540$226.1K0.0%ETFMediumIrvine, CA2026-10-20
Penobscot Investment Management Company, Inc.
4,500$224.1K0.0%GrowthLowBoston, MA2026-10-26
Peak Financial Management, Inc.
4,400$219.2K0.0%ETFVery LowWellesley, MA2026-10-16
Union Savings Bank
2,954$147.1K0.1%CoreLowLitchfield, CT2026-10-14
Parallel Advisors, LLC
2,000$99.6K0.0%IndexLowSan Francisco, CA2026-11-03
Creative Financial Designs Inc
1,750$87.2K0.0%ETFMediumKokomo, IN2026-11-04
Allworth Financial LP
1,560$78.8K0.0%IndexLowFolsom, CA2026-11-06
Sunrise Financial Services, LLC
1,050$52.3K0.0%ETFMediumBurien, WA2026-10-21
Signature Resources Capital Management, LLC
316$15.7K0.0%ETFLowNewport Beach, CA2026-10-16
Blue Trust, Inc.
140$7.0K0.0%ETFLowBrentwood, TN2026-10-15
Root Financial Partners, LLC
2$930.0%ETFMediumEncinitas, CA2026-10-21