Who Owns ISHARES TR (CMF)? -- Institutional Holders (2026-06-30)
379 institutions reported holding $3.67B of ISHARES TR (CMF) in SEC 13F filings for 2026-06-30. Largest institutional holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($564.6M), Sixth Street Partners Management Company, L.P. ($564.6M), Wealthfront Advisers LLC ($419.4M), BANK OF AMERICA CORP /DE/ ($113.9M), MORGAN STANLEY ($111.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $564.6M | 9.8M | Added |
| 2 | Sixth Street Partners Management Company, L.P. | $564.6M | 9.8M | New |
| 3 | Wealthfront Advisers LLC | $419.4M | 7.3M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $113.9M | 2.0M | Added |
| 5 | MORGAN STANLEY | $111.6M | 1.9M | Added |
| 6 | Facet Wealth, Inc. | $100.9M | 1.8M | Added |
| 7 | FMR LLC | $100.4M | 1.7M | Trimmed |
| 8 | EP Wealth Advisors, LLC | $97.5M | 1.7M | Added |
| 9 | SYON CAPITAL LLC | $80.4M | 1.4M | Added |
| 10 | LPL Financial LLC | $75.6M | 1.3M | Added |
| 11 | BAILARD, INC. | $69.9M | 1.2M | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $64.5M | 1.1M | Added |
| 13 | Mariner, LLC | $53.7M | 931,425 | Added |
| 14 | BlackRock, Inc. | $49.9M | 865,882 | Trimmed |
| 15 | JPMORGAN CHASE & CO | $39.8M | 690,685 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $38.4M | 667,037 | Added |
| 17 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $38.4M | 666,348 | Added |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | $36.0M | 624,565 | Trimmed |
| 19 | Royal Bank of Canada | $29.4M | 510,220 | Added |
| 20 | UBS Group AG | $29.0M | 503,444 | Trimmed |
| 21 | GUGGENHEIM CAPITAL LLC | $27.5M | 477,670 | Added |
| 22 | Focus Partners Wealth | $26.2M | 455,178 | Added |
| 23 | ASSETMARK, INC | $25.1M | 436,085 | Added |
| 24 | Cerity Partners LLC | $22.5M | 390,584 | Added |
| 25 | West Wealth Group, LLC | $22.2M | 384,830 | Added |
Source: SEC Form 13F filings · as of 2026-06-30