ISHARES TR (CMF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
343
Reporting holders
$3.7B
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $564.6M | 9,795,528 | 0.08% | 9q | +15.3%+$74.9M |
| Sixth Street Partners Management Company, L.P. | $564.6M | 9,795,528 | 0.08% | new | NEW |
| Wealthfront Advisers LLC | $419.4M | 7,276,324 | 0.81% | 17q | +17.4%+$62.1M |
| BANK OF AMERICA CORP /DE/ | $113.9M | 1,975,540 | 0.01% | 31q | +7.5%+$8.0M |
| MORGAN STANLEY | $111.6M | 1,936,419 | 0.01% | 35q | +3.4%+$3.7M |
| Facet Wealth, Inc. | $100.9M | 1,750,409 | 1.45% | 13q | +10.7%+$9.8M |
| FMR LLC | $100.4M | 1,742,213 | 0.00% | 31q | -3.6%-$3.7M |
| EP Wealth Advisors, LLC | $97.5M | 1,691,400 | 0.37% | 28q | +43.2%+$29.4M |
| SYON CAPITAL LLC | $80.4M | 1,395,697 | 3.50% | 6q | +3.2%+$2.5M |
| LPL Financial LLC | $75.6M | 1,310,854 | 0.02% | 31q | +14.2%+$9.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $72.0M | 1,249,130 | 0.04% | 30q | +90.1%+$34.1M |
| BAILARD, INC. | $69.9M | 1,213,415 | 1.42% | 31q | -1.7%-$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $64.5M | 1,118,263 | 0.02% | 31q | +9.5%+$5.6M |
| Mariner, LLC | $53.7M | 931,425 | 0.06% | 21q | +1.4%+$740.2K |
| BlackRock, Inc. | $49.9M | 865,882 | 0.00% | 8q | -1.9%-$976.0K |
| JPMORGAN CHASE & CO | $39.8M | 690,685 | 0.00% | 31q | +1.3%+$512.6K |
| WELLS FARGO & COMPANY/MN | $38.4M | 667,037 | 0.01% | 31q | -49.3%-$37.3M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $38.4M | 666,348 | 0.13% | 2q | HELD |
| ROYAL BANK OF CANADA | $29.4M | 510,220 | 0.00% | 31q | +8.2%+$2.2M |
| UBS Group AG | $29.0M | 503,444 | 0.00% | 31q | -5.3%-$1.6M |
| GUGGENHEIM CAPITAL LLC | $27.5M | 477,670 | 0.17% | 8q | +20.6%+$4.7M |
| Focus Partners Wealth | $26.2M | 455,178 | 0.03% | 8q | +12.6%+$2.9M |
| ASSETMARK, INC | $25.1M | 436,085 | 0.04% | 17q | +11.3%+$2.6M |
| Cerity Partners LLC | $22.5M | 390,584 | 0.03% | 23q | +18.0%+$3.4M |
| West Wealth Group, LLC | $22.2M | 384,830 | 3.63% | 10q | +16.0%+$3.1M |
| CAPTRUST FINANCIAL ADVISORS | $21.8M | 378,084 | 0.03% | 30q | +6.1%+$1.2M |
| Cetera Investment Advisers | $20.8M | 360,260 | 0.02% | 23q | -2.2%-$475.4K |
| SEI INVESTMENTS CO | $18.9M | 327,187 | 0.02% | 21q | +5.9%+$1.1M |
| Manhattan West Asset Management, LLC | $18.8M | 325,296 | 3.13% | 17q | -18.2%-$4.2M |
| FIRST FOUNDATION ADVISORS | $18.4M | 318,941 | 0.66% | 31q | -10.6%-$2.2M |
| RWA WEALTH PARTNERS, LLC | $18.1M | 314,017 | 0.17% | 17q | HELD |
| ALLIANCEBERNSTEIN L.P. | $17.9M | 315,476 | 0.01% | 25q | -13.9%-$2.9M |
| Affinity Capital Advisors, LLC | $16.9M | 293,212 | 2.09% | 13q | HELD |
| Orin Green Financial, LLC | $16.4M | 284,860 | 6.06% | 23q | -0.8%-$132.8K |
| Creative Planning | $15.7M | 273,154 | 0.01% | 23q | -1.5%-$245.8K |
| Rinkey Investments | $15.4M | 266,511 | 3.62% | 19q | +2.9%+$435.1K |
| Slow Capital, Inc. | $14.6M | 252,501 | 1.70% | 31q | -9.3%-$1.5M |
| MYECFO, LLC | $13.9M | 241,609 | 5.26% | 15q | -8.0%-$1.2M |
| RiverFront Investment Group, LLC | $13.9M | 241,434 | 0.18% | 10q | -1.3%-$179.8K |
| AMERIPRISE FINANCIAL INC | $13.7M | 236,001 | 0.00% | 31q | -51.5%-$14.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.2M | 212,056 | 0.01% | 15q | +2.9%+$342.4K |
| Pure Financial Advisors, LLC | $12.1M | 209,603 | 0.15% | 31q | +7.1%+$805.1K |
| Apella Capital, LLC | $11.8M | 204,693 | 0.17% | 25q | -3.7%-$449.3K |
| OSAIC HOLDINGS, INC. | $11.7M | 203,745 | 0.01% | 26q | +278.3%+$8.6M |
| Navalign, LLC | $11.6M | 202,036 | 2.71% | 17q | +0.6%+$65.8K |
| Brio Consultants, LLC | $11.6M | 200,419 | 1.35% | 16q | +1.7%+$189.8K |
| Atlas Legacy Advisors, LLC | $11.4M | 198,228 | 1.69% | 7q | HELD |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $11.3M | 195,345 | 0.15% | 10q | +1.7%+$191.1K |
| Steward Partners Investment Advisory, LLC | $11.2M | 194,046 | 0.06% | 13q | -45.9%-$9.5M |
| Beacon Pointe Advisors, LLC | $11.1M | 192,748 | 0.05% | 19q | -53.2%-$12.6M |
| JONES FINANCIAL COMPANIES LLLP | $10.7M | 185,277 | 0.00% | 9q | +13.8%+$1.3M |
| AXXCESS WEALTH MANAGEMENT, LLC | $10.1M | 174,620 | 0.16% | new | NEW |
| Global Retirement Partners, LLC | $9.2M | 159,119 | 0.14% | 16q | +496.6%+$7.6M |
| BANK OF MONTREAL /CAN/ | $8.9M | 153,750 | 0.00% | 16q | +2.0%+$176.7K |
| RAYMOND JAMES FINANCIAL INC | $8.4M | 145,019 | 0.00% | 7q | HELD |
| Wedmont Private Capital | $8.1M | 142,052 | 0.22% | 4q | HELD |
| Sanctuary Advisors, LLC | $8.1M | 140,131 | 0.04% | 9q | +8.3%+$619.9K |
| OneDigital Investment Advisors LLC | $7.8M | 134,984 | 0.07% | 15q | +8.3%+$593.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.6M | 131,735 | 0.01% | 31q | +4.5%+$330.2K |
| Farther Finance Advisors, LLC | $7.4M | 128,340 | 0.06% | 10q | HELD |
| HighTower Advisors, LLC | $7.3M | 126,779 | 0.01% | 31q | +11.5%+$754.3K |
| MML INVESTORS SERVICES, LLC | $7.0M | 120,754 | 0.01% | 28q | +33.6%+$1.8M |
| Garde Capital, Inc. | $6.7M | 116,793 | 0.30% | 2q | -1.1%-$75.4K |
| Freestone Capital Holdings, LLC | $6.6M | 115,189 | 0.17% | 18q | +32.6%+$1.6M |
| RENAISSANCE TECHNOLOGIES LLC | $6.4M | 111,073 | 0.01% | 11q | +494.0%+$5.3M |
| Stonehage Fleming Financial Services Holdings Ltd | $5.9M | 102,100 | 0.20% | 9q | HELD |
| FIRST AMERICAN TRUST, FSB | $5.8M | 100,682 | 0.35% | 21q | -9.2%-$591.2K |
| Gerber Kawasaki Wealth & Investment Management | $5.8M | 99,938 | 0.15% | 10q | +19.7%+$947.1K |
| Ashton Thomas Private Wealth, LLC | $5.7M | 98,953 | 0.12% | 5q | +105.1%+$2.9M |
| Fullerton Advisors, LLC | $5.7M | 98,660 | 5.32% | 3q | +3.8%+$209.1K |
| THRYVE WEALTH MANAGEMENT LLC | $5.6M | 97,938 | 3.16% | 3q | HELD |
| DEUTSCHE BANK AG\ | $5.6M | 96,380 | 0.00% | 17q | HELD |
| Valmark Advisers, Inc. | $5.5M | 95,424 | 0.06% | 18q | +18.3%+$850.5K |
| Client First Capital LLC | $5.3M | 92,578 | 2.12% | 19q | HELD |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $5.3M | 92,420 | 0.02% | 31q | -10.3%-$613.4K |
| NDWM LLC | $5.3M | 92,199 | 3.12% | 11q | +1.8%+$93.3K |
| Compound Planning, Inc. | $5.0M | 86,886 | 0.13% | 11q | -13.0%-$747.9K |
| Merit Financial Group, LLC | $4.8M | 83,556 | 0.01% | 5q | +100.0%+$2.4M |
| Elmwood Wealth Management, Inc. | $4.8M | 82,736 | 1.19% | 12q | +6.2%+$277.8K |
| Columbia Bank | $4.6M | 80,426 | 1.04% | 9q | -1.2%-$57.6K |
| Plancorp, LLC | $4.6M | 80,435 | 0.11% | new | NEW |
| Ducere Wealth Management LLC | $4.6M | 79,139 | 1.37% | 3q | -12.3%-$641.7K |
| FIFTH THIRD BANCORP | $4.5M | 77,466 | 0.01% | 2q | +10.7%+$430.1K |
| Prime Capital Investment Advisors, LLC | $4.4M | 75,841 | 0.04% | 13q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $4.2M | 73,475 | 0.05% | 31q | +5.8%+$230.8K |
| CHOREO, LLC | $4.2M | 73,214 | 0.05% | 14q | HELD |
| Cresset Asset Management, LLC | $4.2M | 72,199 | 0.02% | 2q | +324.0%+$3.2M |
| Sand Hill Global Advisors, LLC | $4.1M | 71,158 | 0.12% | 5q | +1.7%+$68.8K |
| Westfuller Advisors, LLC | $4.0M | 69,572 | 1.46% | 8q | +0.7%+$29.3K |
| STIFEL FINANCIAL CORP | $3.9M | 67,782 | 0.00% | 31q | +9.6%+$343.6K |
| Summit Trail Advisors, LLC | $3.8M | 66,263 | 0.05% | 5q | +0.8%+$31.4K |
| Integrated Wealth Concepts LLC | $3.7M | 64,217 | 0.02% | 12q | +57.6%+$1.4M |
| EHRLICH FINANCIAL GROUP | $3.7M | 63,540 | 1.88% | 11q | -7.3%-$287.8K |
| Corient Private Wealth LP | $3.6M | 62,408 | 0.00% | 6q | +126.2%+$2.0M |
| Heritage Wealth Management, Inc. /CA/ | $3.6M | 62,383 | 1.37% | 11q | +16.9%+$519.0K |
| One Capital Management, LLC | $3.6M | 62,540 | 0.10% | 9q | HELD |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | $3.5M | 60,464 | 2.09% | 7q | -9.1%-$350.0K |
| Omega Financial Group, LLC | $3.4M | 59,613 | 1.05% | 31q | -4.3%-$155.5K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $3.3M | 58,046 | 0.29% | 15q | +6.4%+$202.5K |
| Warren Street Wealth Advisors, LLC | $3.3M | 56,679 | 0.73% | 18q | +3.3%+$104.9K |
Showing the largest 100 of 355 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 343 | $3.7B | 64,002,845 | 32 | 145 | 84 | 0.0% |
| Q1 2026 | 339 | $2.9B | 50,820,496 | 34 | 141 | 81 | 0.0% |
| Q4 2025 | 325 | $2.7B | 46,530,889 | 30 | 138 | 64 | 0.0% |
| Q3 2025 | 304 | $2.4B | 41,842,845 | 25 | 124 | 92 | 0.0% |
| Q2 2025 | 302 | $2.7B | 48,087,743 | 30 | 106 | 106 | 0.0% |
| Q1 2025 | 293 | $2.9B | 51,878,303 | 25 | 95 | 98 | 0.0% |
| Q4 2024 | 290 | $2.9B | 50,493,940 | 29 | 127 | 53 | 0.0% |
| Q3 2024 | 261 | $2.6B | 43,745,474 | 28 | 109 | 55 | 0.0% |
| Q2 2024 | 239 | $2.1B | 37,282,921 | 17 | 95 | 61 | 0.0% |
| Q1 2024 | 239 | $2.3B | 39,999,377 | 24 | 97 | 55 | 0.0% |
| Q4 2023 | 235 | $2.1B | 36,293,156 | 28 | 78 | 71 | 0.0% |
| Q3 2023 | 210 | $1.6B | 28,802,116 | 24 | 79 | 53 | 0.0% |
| Q2 2023 | 192 | $1.5B | 26,669,516 | 13 | 82 | 44 | 0.0% |
| Q1 2023 | 192 | $1.4B | 24,761,702 | 20 | 56 | 51 | 0.0% |
| Q4 2022 | 183 | $1.3B | 22,449,886 | 28 | 68 | 48 | 0.1% |
| Q3 2022 | 192 | $1.1B | 19,384,452 | 20 | 60 | 54 | 0.1% |
| Q2 2022 | 189 | $1.2B | 20,343,600 | 26 | 52 | 63 | 0.1% |
| Q1 2022 | 192 | $1.1B | 19,491,980 | 13 | 52 | 71 | 0.0% |
| Q4 2021 | 204 | $1.2B | 19,276,529 | 14 | 73 | 46 | 0.0% |
| Q3 2021 | 187 | $1.1B | 18,462,210 | 13 | 62 | 43 | 0.0% |
| Q2 2021 | 186 | $1.1B | 17,839,425 | 19 | 62 | 42 | 0.0% |
| Q1 2021 | 181 | $985.8M | 15,869,369 | 18 | 59 | 51 | 0.0% |
| Q4 2020 | 175 | $955.1M | 15,200,791 | 15 | 69 | 34 | 0.0% |
| Q3 2020 | 173 | $934.8M | 14,983,167 | 9 | 62 | 39 | 0.0% |
| Q2 2020 | 173 | $922.6M | 14,854,359 | 23 | 58 | 40 | 0.0% |
| Q1 2020 | 162 | $727.2M | 12,107,695 | 14 | 43 | 54 | 0.0% |
| Q4 2019 | 165 | $804.6M | 13,141,085 | 13 | 61 | 35 | 0.0% |
| Q3 2019 | 146 | $730.3M | 11,918,157 | 17 | 50 | 26 | 0.0% |
| Q2 2019 | 134 | $653.9M | 10,783,775 | 13 | 43 | 35 | 0.0% |
| Q1 2019 | 133 | $596.5M | 10,011,089 | 15 | 49 | 32 | 0.0% |
| Q4 2018 | 128 | $543.1M | 9,293,027 | 1 | 2 | 4 | 0.0% |