# ISHARES TR (MCHI)

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

- Reporting holders: 11
- Reported value: $69.7M
- 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 |
|---|---|---|---|---|
| [Nipun Capital, L.P.](https://holderbook.com/funds/1781566-nipun-capital-l-p/) | $42.2M | 807,800 | 19.2% | 12 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $12.8M | 244,872 | 1.0% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $8.3M | 158,856 | 0.3% | 12 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $4.3M | 82,542 | 1.1% | 7 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $1.3M | 24,465 | 0.3% | 15 |
| [ACIMA PRIVATE WEALTH, LLC](https://holderbook.com/funds/1761961-acima-private-wealth-llc/) | $560.4K | 10,738 | 0.2% | 28 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $289.1K | 5,540 | 0.0% | 16 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $9.0K | 173 | 0.0% | 27 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $7.3K | 140 | 0.0% | 2 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $6.6K | 126 | 0.0% | 3 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $1.4K | 26 | 0.0% | 1 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $16 | 309 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $3 | 66 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $69.7M |
| Q2 2026 | 296 | $2.5B |
| Q1 2026 | 296 | $2.7B |
| Q4 2025 | 307 | $2.6B |
| Q3 2025 | 297 | $3.1B |
| Q2 2025 | 273 | $2.1B |
| Q1 2025 | 301 | $2.8B |
| Q4 2024 | 259 | $2.0B |
| Q3 2024 | 260 | $2.3B |
| Q2 2024 | 271 | $2.6B |
| Q1 2024 | 268 | $2.5B |
| Q4 2023 | 295 | $3.3B |