# ISHARES TR (CMF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CMF/

- Reporting holders: 18
- Reported value: $42.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $13.1M | 242,626 | 0.3% | 5 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $12.7M | 236,278 | 0.2% | 26 |
| [THRYVE WEALTH MANAGEMENT LLC](https://holderbook.com/funds/2113283-thryve-wealth-management-llc/) | $5.3M | 97,938 | 3.0% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.7M | 87,718 | 0.0% | 11 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $1.4M | 24,969 | 0.5% | 28 |
| [Vilga Financial Planning LLC](https://holderbook.com/funds/2083456-vilga-financial-planning-llc/) | $1.0M | 18,626 | 0.6% | 2 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $807.2K | 14,915 | 0.2% | 32 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $535.6K | 9,896 | 0.0% | 3 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $463.2K | 8,558 | 0.2% | 12 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $420.1K | 7,762 | 0.0% | 20 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $418.2K | 7,728 | 0.1% | 5 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $351.7K | 6,499 | 0.2% | 10 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $349.1K | 6,450 | 0.1% | 3 |
| [GoalFusion Wealth Management, LLC](https://holderbook.com/funds/1895678-goalfusion-wealth-management-llc/) | $332.8K | 6,150 | 0.1% | 3 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $283.3K | 5,220 | 0.1% | 4 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $278.0K | 5,136 | 0.2% | 12 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $55.1K | 1,019 | 0.0% | 12 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $28.0K | 518 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $42.6M |
| Q2 2026 | 357 | $3.8B |
| Q1 2026 | 351 | $2.9B |
| Q4 2025 | 334 | $2.7B |
| Q3 2025 | 315 | $2.4B |
| Q2 2025 | 318 | $2.7B |
| Q1 2025 | 309 | $3.0B |
| Q4 2024 | 303 | $3.0B |
| Q3 2024 | 275 | $2.6B |
| Q2 2024 | 253 | $2.2B |
| Q1 2024 | 255 | $2.4B |
| Q4 2023 | 249 | $2.2B |