iShares Short-Term California Muni Active ETF (CALI) Institutional Ownership $50.54 +0.01 (+0.02%) As of 03:59 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Short-Term California Muni Active ETF (NASDAQ:CALI)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$1.74MNumber ofInstitutional Sellers(last 12 months)0 Get CALI Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares Short-Term California Muni Active ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data CALI Institutional Buying and Selling by Quarter iShares Short-Term California Muni Active ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/13/2025 Cheviot Value Management LLC1,750$88K0.0%N/A0.067% 8/8/2025 Union Savings Bank6,554$331K0.2%+34.0%0.252% 7/11/2025 Farther Finance Advisors LLC4,791$242K0.0%N/A0.196% 5/16/2025 Integrated Wealth Concepts LLC21,441$1.08M0.0%N/A1.340% 4/22/2025 Union Savings Bank4,892$246K0.1%N/A0.316% (Data available from 1/1/2016 forward) CALI Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CALI shares? During the previous two years, the following institutional investors and hedge funds held shares of iShares Short-Term California Muni Active ETF shares: Integrated Wealth Concepts LLC ($1.08M), Union Savings Bank ($331K), and Farther Finance Advisors LLC ($242K), Cheviot Value Management LLC ($88K).Learn more on iShares Short-Term California Muni Active ETF's institutional investors. Which institutional investors have been buying iShares Short-Term California Muni Active ETF's stock? The following institutional investors have purchased iShares Short-Term California Muni Active ETF's stock in the last 24 months: Integrated Wealth Concepts LLC ($21.44K), Union Savings Bank ($6.55K), Farther Finance Advisors LLC ($4.79K), and Cheviot Value Management LLC ($1.75K). How much institutional buying is happening at iShares Short-Term California Muni Active ETF? Institutional investors have bought a total of 34,536 shares in the last 24 months. This purchase volume represents approximately $1.74M in transactions. Related Companies First Trust California Municipal High Income ETF Institutional Ownership BlackRock Short-Term California Muni Bond ETF Institutional Ownership Fidelity Municipal Bond Opportunities ETF Institutional Ownership First Trust Municipal High Income ETF Institutional Ownership First Trust Managed Municipal ETF Institutional Ownership This page (NASDAQ:CALI) was last updated on 9/4/2025 by MarketBeat.com Staff From Our PartnersCapital Gains Tax Strategies for SeniorsCapital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. 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