CALI Institutional Ownership
iShares Short-Term California Muni Active ETF
1W: -0.2%
1M: -1.1%
3M: -1.4%
YTD: -1.1%
1Y: -1.0%
3Y: +3.7%
$49.76
+0.00 (+0.01%)
Weekly Expected Move ±0.2%
$50
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Overview
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Holdings
Changes
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Institutional Ownership — CALI
118
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
161M
Total Invested
27
New Positions
47
Increased
28
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (126 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 345,438 | 17M | +101,055 | +41.4% | 6Q | SEC ↗ |
| 2 | CITIZENS FINANCIAL GROUP INC/RI | 286,382 | 14M | +235,418 | +461.9% | 11Q | SEC ↗ |
| 3 | Global Retirement Partners, LLC NEW | 276,204 | 14M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Elmwood Wealth Management, Inc. | 229,610 | 11M | +17,681 | +8.3% | 11Q | SEC ↗ |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 149,618 | 7M | +7,997 | +5.6% | 5Q | SEC ↗ |
| 6 | FIRST AMERICAN TRUST, FSB | 103,845 | 5M | +44,278 | +74.3% | 3Q | SEC ↗ |
| 7 | DeLarme Wealth Management, Inc. | 96,404 | 5M | +7,239 | +8.1% | 3Q | SEC ↗ |
| 8 | NDWM LLC | 88,772 | 4M | +4,942 | +5.9% | 5Q | SEC ↗ |
| 9 | SWEENEY & MICHEL, LLC | 84,322 | 4M | +17,412 | +26.0% | 6Q | SEC ↗ |
| 10 | Composition Wealth, LLC | 66,419 | 3M | -14,327 | -17.7% | 4Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 64,912 | 3M | +31,670 | +95.3% | 2Q | SEC ↗ |
| 12 | Elequin Capital, LP NEW | 64,841 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Integrated Wealth Concepts LLC | 58,359 | 3M | +5,452 | +10.3% | 2Q | SEC ↗ |
| 14 | BAILARD, INC. | 57,765 | 3M | +47,990 | +490.9% | 4Q | SEC ↗ |
| 15 | HUB Investment Partners, LLC | 48,922 | 2M | +41,757 | +582.8% | 2Q | SEC ↗ |
| 16 | Precision Wealth Strategies, LLC NEW | 48,758 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 17 | FINANCIAL MANAGEMENT NETWORK INC | 43,010 | 2M | +12,247 | +39.8% | 8Q | SEC ↗ |
| 18 | Pasadena Private Wealth, LLC | 42,671 | 2M | +10,321 | +31.9% | 2Q | SEC ↗ |
| 19 | Atlas Private Wealth Advisors | 33,089 | 2M | +11,104 | +50.5% | 6Q | SEC ↗ |
| 20 | HighTower Advisors, LLC | 32,127 | 2M | +169 | +0.5% | 6Q | SEC ↗ |
| 21 | TriaGen Wealth Management LLC | 31,020 | 2M | +8,071 | +35.2% | 10Q | SEC ↗ |
| 22 | Valmark Advisers, Inc. | 30,477 | 2M | +11,087 | +57.2% | 4Q | SEC ↗ |
| 23 | M. Kulyk & Associates, LLC | 30,138 | 1M | +15,212 | +101.9% | 2Q | SEC ↗ |
| 24 | WRAPMANAGER INC NEW | 29,541 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Stratos Wealth Partners, LTD. NEW | 28,644 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 26 | McIlrath & Eck, LLC NEW | 27,557 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 27,478 | 1M | +8,571 | +45.3% | 7Q | SEC ↗ |
| 28 | CARY STREET PARTNERS FINANCIAL LLC | 26,239 | 1M | — | +0.0% | 4Q | SEC ↗ |
| 29 | Cerity Partners LLC | 26,194 | 1M | +10,892 | +71.2% | 2Q | SEC ↗ |
| 30 | KANAWHA CAPITAL MANAGEMENT LLC | 26,000 | 1M | +2,000 | +8.3% | 3Q | SEC ↗ |
| 31 | KWB Wealth | 25,732 | 1M | +4,393 | +20.6% | 3Q | SEC ↗ |
| 32 | FLC Capital Advisors | 23,991 | 1M | +6,079 | +33.9% | 6Q | SEC ↗ |
| 33 | MEMBERS WEALTH LLC | 23,810 | 1M | +3,938 | +19.8% | 4Q | SEC ↗ |
| 34 | Kera Capital Partners, Inc. NEW | 23,579 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Perigon Wealth Management, LLC | 23,050 | 1M | -1,250 | -5.1% | 5Q | SEC ↗ |
| 36 | Private Advisor Group, LLC NEW | 21,841 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Perennial Investment Advisors, LLC | 20,929 | 1M | +1,354 | +6.9% | 3Q | SEC ↗ |
| 38 | AXXCESS WEALTH MANAGEMENT, LLC | 20,700 | 1M | -14,494 | -41.2% | 5Q | SEC ↗ |
| 39 | Shared Vision Wealth Group LLC | 20,687 | 1M | — | +0.0% | 4Q | SEC ↗ |
| 40 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT | 17,000 | 846K | +1,000 | +6.2% | 5Q | SEC ↗ |
| 41 | Mutual Advisors, LLC | 16,787 | 835K | +1,703 | +11.3% | 8Q | SEC ↗ |
| 42 | Diversified Portfolios, Inc. | 15,771 | 785K | +4,737 | +42.9% | 3Q | SEC ↗ |
| 43 | Beacon Pointe Advisors, LLC NEW | 15,580 | 775K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Tortuga Wealth Management, Inc | 15,149 | 754K | +7,007 | +86.1% | 2Q | SEC ↗ |
| 45 | Cetera Investment Advisers | 14,262 | 710K | +6,289 | +78.9% | 7Q | SEC ↗ |
| 46 | Meridian Wealth Management, LLC | 14,000 | 697K | — | +0.0% | 4Q | SEC ↗ |
| 47 | Mariner, LLC | 13,360 | 665K | -20,648 | -60.7% | 5Q | SEC ↗ |
| 48 | UBS Group AG | 12,996 | 647K | +12,978 | +72100.0% | 3Q | SEC ↗ |
| 49 | Ariadne Wealth Management, LP | 12,927 | 643K | -2,997 | -18.8% | 8Q | SEC ↗ |
| 50 | Savvy Advisors, Inc. | 11,884 | 591K | -19,835 | -62.5% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 276,204 | 14M |
| Elequin Capital, LP | 64,841 | 3M |
| Precision Wealth Strategies, LLC | 48,758 | 2M |
| WRAPMANAGER INC | 29,541 | 1M |
| Stratos Wealth Partners, LTD. | 28,644 | 1M |
| McIlrath & Eck, LLC | 27,557 | 1M |
| Kera Capital Partners, Inc. | 23,579 | 1M |
| Private Advisor Group, LLC | 21,841 | 1M |
| Beacon Pointe Advisors, LLC | 15,580 | 775K |
| Kroeger Financial Partners | 10,167 | 506K |
| Flatrock Wealth Partners LLC | 9,341 | 465K |
| Shum Financial Group, Inc. | 8,592 | 428K |
| KINGSWOOD WEALTH ADVISORS, LLC | 8,514 | 424K |
| SEEDS INVESTOR LLC | 7,713 | 384K |
| VANCE WEALTH, LLC | 7,514 | 374K |
| BASSO CAPITAL MANAGEMENT, L.P. | 6,830 | 340K |
| Compound Planning, Inc. | 6,435 | 320K |
| Shah Wealth Advisors, LLC | 6,380 | 317K |
| Savant Capital, LLC | 5,354 | 266K |
| ABOUND FINANCIAL, LLC | 5,000 | 249K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 89,159 | 4M |
| Ballast Rock Private Wealth LLC | 34,595 | 2M |
| U S GLOBAL INVESTORS INC | 22,000 | 1M |
| Fort Point Capital Partners LLC | 20,881 | 1M |
| SOL Capital Management CO | 15,250 | 759K |
| Independent Advisor Alliance | 14,200 | 707K |
| OLD MISSION CAPITAL LLC | 6,148 | 306K |
| Rockefeller Capital Management L.P. | 6,000 | 299K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 4,913 | 244K |
| Shira Ridge Wealth Management | 4,426 | 220K |
| HRT FINANCIAL LP | 4,212 | 210K |
| RIDGECREST WEALTH PARTNERS, LLC | 4,000 | 199K |
| GAMMA Investing LLC | 3,870 | 193K |
| Kestra Advisory Services, LLC | 1,726 | 86K |
| JPMORGAN CHASE & CO | 1,333 | 66K |
| BALLAST ADVISORS LLC | 485 | 24K |
| Advisory Services Network, LLC | 297 | 15K |
Biggest Increases (20)
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Apella Capital, LLC | -52,216 | -86.0% | 8,522 |
| Mariner, LLC | -20,648 | -60.7% | 13,360 |
| Savvy Advisors, Inc. | -19,835 | -62.5% | 11,884 |
| AXXCESS WEALTH MANAGEMENT, LLC | -14,494 | -41.2% | 20,700 |
| Composition Wealth, LLC | -14,327 | -17.7% | 66,419 |
| CITADEL ADVISORS LLC | -11,702 | -74.6% | 3,988 |
| WESPAC Advisors SoCal, LLC | -10,790 | -52.1% | 9,906 |
| MERCER GLOBAL ADVISORS INC /ADV | -8,482 | -81.2% | 1,968 |
| Richard P Slaughter Associates Inc | -3,326 | -22.6% | 11,389 |
| Ariadne Wealth Management, LP | -2,997 | -18.8% | 12,927 |
| Stone Summit Wealth LLC | -2,001 | -28.9% | 4,916 |
| Creative Planning | -1,704 | -18.3% | 7,624 |
| Perigon Wealth Management, LLC | -1,250 | -5.1% | 23,050 |
| Sound Portfolio Advisors, LLC | -1,189 | -9.4% | 11,516 |
| NewEdge Advisors, LLC | -803 | -9.2% | 7,959 |
| RWA WEALTH PARTNERS, LLC | -793 | -8.9% | 8,153 |
| EHRLICH FINANCIAL GROUP | -558 | -8.1% | 6,349 |
| 3 FACTOR INDEXING, LLC | -99 | -1.4% | 6,789 |