Who owns iShares Short-Term California Muni Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CALI from SEC Form 13F filings across 107 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 107 institutions disclosed 3.2M shares of iShares Short-Term California Muni Active ETF worth $161.6M — about 75.5% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
107
13F holders
$161.6M
value, 2026 filers
75.5%
of shares outstanding (3.2M sh)
28
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CALI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 345,438 | $17.5M | 0.0% | 8.1% | +41.4% |
| 2 | CITIZENS FINANCIAL GROUP INC/RI | 286,382 | $14.5M | 0.2% | 6.8% | +461.9% |
| 3 | Global Retirement Partners, LLCNEW | 276,204 | $14.0M | 0.2% | 6.5% | new |
| 4 | Elmwood Wealth Management, Inc. | 229,610 | $11.6M | 2.9% | 5.4% | +8.3% |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 149,618 | $7.5M | 0.0% | 3.5% | +5.6% |
| 6 | FIRST AMERICAN TRUST, FSB | 103,845 | $5.2M | 0.3% | 2.4% | +74.3% |
| 7 | DeLarme Wealth Management, Inc. | 96,404 | $4.9M | 2.8% | 2.3% | +8.1% |
| 8 | NDWM LLC | 88,772 | $4.5M | 2.6% | 2.1% | +5.9% |
| 9 | SWEENEY & MICHEL, LLC | 84,322 | $4.2M | 1.1% | 2% | +26.0% |
| 10 | Composition Wealth, LLC | 66,419 | $3.4M | 0.0% | 1.6% | -17.7% |
| 11 | Cambridge Investment Research Advisors, Inc. | 64,912 | $3.3M | 0.0% | 1.5% | +95.3% |
| 12 | Elequin Capital, LPNEW | 64,841 | $3.3M | 0.1% | 1.5% | new |
| 13 | Integrated Wealth Concepts LLC | 58,359 | $2.9M | 0.0% | 1.4% | +10.3% |
| 14 | BAILARD, INC. | 57,765 | $2.9M | 0.1% | 1.4% | +490.9% |
| 15 | HUB Investment Partners, LLC | 48,922 | $2.5M | 0.0% | 1.2% | +582.8% |
| 16 | Precision Wealth Strategies, LLCNEW | 48,758 | $2.5M | 0.7% | 1.2% | new |
| 17 | FINANCIAL MANAGEMENT NETWORK INC | 43,010 | $2.2M | 0.3% | 1% | +39.8% |
| 18 | Pasadena Private Wealth, LLC | 42,671 | $2.2M | 0.3% | 1% | +31.9% |
| 19 | Atlas Private Wealth Advisors | 33,089 | $1.7M | 0.4% | 0.8% | +50.5% |
| 20 | HighTower Advisors, LLC | 32,127 | $1.6M | 0.0% | 0.8% | +0.5% |
| 21 | TriaGen Wealth Management LLC | 31,020 | $1.6M | 0.4% | 0.7% | +35.2% |
| 22 | Valmark Advisers, Inc. | 30,477 | $1.5M | 0.0% | 0.7% | +57.2% |
| 23 | M. Kulyk & Associates, LLC | 30,138 | $1.5M | 0.2% | 0.7% | +101.9% |
| 24 | WRAPMANAGER INCNEW | 29,541 | $1.5M | 0.5% | 0.7% | new |
| 25 | Stratos Wealth Partners, LTD.NEW | 28,644 | $1.4M | 0.0% | 0.7% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.