ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF

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CALI·092528884·US·ETF·Unknown - Unknown

CALI (ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF) is held by 24 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($17.5M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($7.5M), Integrated Wealth Concepts LLC ($2.9M). Net institutional sentiment: Mixed.

24

Holders

(6 Elite)

$39.5M

Total Value

56% (27)

Consensus

15 buying - 12 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)31

Insider (Form 4)80

Activist (13D/13G)33

Congressional (STOCK Act)81

Holder Quality

46

★★★★★

Elite

16

★★★★

Strong

54

★★★

Solid

12

★★

Below

17

★

Weak

Held by 24 funds

6 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CALI.

Top Holders

Top Holders (24)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	345,438(+41.4%)	$17.5M	0.0%	+1.28%	38
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	149,618(+5.7%)	$7.5M	0.0%	+1.16%	29
IWIntegrated Wealth Concepts LLC	Increased	58,359(+10.3%)	$2.9M	0.0%	+0.73%	29
HighTower Advisors, LLC	Increased	32,127(+0.5%)	$1.6M	0.0%	+2.41%	26
OSAIC HOLDINGS, INC.	Increased	27,478(+45.3%)	$1.4M	0.0%	+1.16%	35
Cerity Partners LLC	Increased	26,194(+71.2%)	$1.3M	0.0%	+0.46%	38
Private Advisor Group, LLC	New	21,841	$1.1M	0.0%	-0.03%	35
AXXCESS WEALTH MANAGEMENT, LLC	Decreased	20,700(-41.2%)	$1M	0.0%	+1.94%	0
Cetera Investment Advisers	Increased	14,262(+78.9%)	$720,730	0.0%	+1.62%	38
Mariner, LLC	Decreased	13,360(-60.7%)	$675,148	0.0%	+1.86%	0
UBS Group AG	Increased	12,996(+721x)	$656,753	0.0%	-0.03%	40
COMMONWEALTH EQUITY SERVICES, LLC	Increased	8,519(+21.4%)	$430,520	0.0%	+2.50%	29
RWA WEALTH PARTNERS, LLC	Decreased	8,153(-8.9%)	$412,012	0.0%	+1.55%	0
NewEdge Advisors, LLC	Decreased	7,959(-9.2%)	$402,208	0.0%	+5.58%	0
Creative Planning	Decreased	7,624(-18.3%)	$385,279	0.0%	+0.81%	0
Farther Finance Advisors, LLC	Increased	6,879(+1.0%)	$347,641	0.0%	+1.97%	24
Savant Capital, LLC	New	5,354	$270,565	0.0%	-0.03%	32
CAPTRUST FINANCIAL ADVISORS	New	4,000	$202,140	0.0%	-0.03%	32
CITADEL ADVISORS LLC	Decreased	3,988(-74.6%)	$201,534	0.0%	+1.14%	0
MORGAN STANLEY	Unchanged	2,500	$126,338	0.0%	+2.69%	0

Showing 1-20 of 29

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CALIISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer