ISHARES TR (MCHI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
284
Reporting holders
$2.4B
Reported value
3.5%
Held as options
-2
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $293.4M | 5,749,272 | 0.00% | 8q | +49.1%+$96.7M |
| Korea Investment CORP | $166.7M | 3,267,940 | 0.32% | 23q | +145.6%+$98.8M |
| GOLDMAN SACHS GROUP INC | $143.9M | 2,819,529 | 0.01% | 31q | +353.7%+$112.2M |
| BANK OF AMERICA CORP /DE/ | $110.5M | 2,165,794 | 0.01% | 31q | +177.5%+$70.7M |
| Bank Julius Baer & Co. Ltd, Zurich | $104.8M | 2,060,215 | 0.27% | 26q | -8.7%-$9.9M |
| MORGAN STANLEY | $91.5M | 1,792,544 | 0.00% | 35q | -52.8%-$102.2M |
| PRUDENTIAL PLC | $81.4M | 1,595,100 | 0.44% | 25q | +26485.0%+$81.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $70.3M | 999,904 | 0.01% | 31q | +65.1%+$27.7M |
| UBS Group AG | $69.1M | 1,344,300 | 0.01% | 31q | +53.4%+$24.1M |
| D. E. Shaw & Co., Inc. | $67.6M | 1,325,097 | 0.03% | 3q | +916.1%+$61.0M |
| Phoenix Financial Ltd. | $65.4M | 1,281,520 | 0.45% | 8q | -54.5%-$78.4M |
| MEITAV INVESTMENT HOUSE LTD | $60.0M | 1,175,148 | 0.40% | 26q | HELD |
| OLD MISSION CAPITAL LLC | $54.7M | 1,072,451 | 0.87% | new | NEW |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $43.3M | 850,545 | 0.27% | 27q | +109.7%+$22.7M |
| Nipun Capital, L.P. | $42.7M | 837,800 | 19.93% | 11q | HELD |
| Jordan Park Group LLC | $35.8M | 701,861 | 1.82% | 8q | -76.4%-$115.8M |
| 1832 Asset Management L.P. | $35.5M | 695,692 | 0.02% | 28q | +7.3%+$2.4M |
| LPL Financial LLC | $34.9M | 683,332 | 0.01% | 31q | +18.0%+$5.3M |
| Russell Investments Group, Ltd. | $34.0M | 667,017 | 0.03% | new | NEW |
| Amundi | $32.7M | 640,224 | 0.01% | 16q | +11.8%+$3.5M |
| Saudi Central Bank | $31.8M | 600,000 | 0.42% | 5q | HELD |
| Alberta Investment Management Corp | $31.6M | 619,690 | 0.18% | 8q | -50.0%-$31.6M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $28.6M | 560,714 | 1.17% | 19q | HELD |
| Jupiter Topco LLC | $26.5M | 520,204 | 0.01% | new | FIRST |
| SYON CAPITAL LLC | $25.5M | 500,385 | 1.11% | 12q | +16.1%+$3.5M |
| Lido Advisors, LLC | $25.2M | 493,360 | 0.07% | 5q | +18.5%+$3.9M |
| ENVESTNET ASSET MANAGEMENT INC | $24.9M | 488,288 | 0.01% | 31q | +859.4%+$22.3M |
| JPMORGAN CHASE & CO | $24.6M | 472,490 | 0.00% | 31q | -34.4%-$12.9M |
| NORTHERN TRUST CORP | $22.5M | 440,377 | 0.00% | 20q | -2.5%-$578.6K |
| IMC-Chicago, LLC | $20.9M | 13,289 | 0.00% | 13q | -62.6%-$35.0M |
| GROUP ONE TRADING LLC | $19.2M | options only | 0.03% | 7q | OPTIONS |
| AMERIPRISE FINANCIAL INC | $17.8M | 349,273 | 0.00% | 31q | -52.4%-$19.6M |
| New York Life Investment Management LLC | $16.9M | 332,170 | 0.12% | 6q | +116.1%+$9.1M |
| Invesco Ltd. | $16.6M | 325,122 | 0.00% | 14q | -4.3%-$737.4K |
| ROYAL BANK OF CANADA | $15.4M | 301,765 | 0.00% | 31q | +76.5%+$6.7M |
| CITIGROUP INC | $13.3M | 259,800 | 0.00% | 31q | +118.8%+$7.2M |
| Federation des caisses Desjardins du Quebec | $13.1M | 257,408 | 0.04% | 27q | +1.0%+$131.2K |
| Galvin, Gaustad & Stein, LLC | $13.0M | 254,150 | 0.96% | 7q | -0.8%-$100.3K |
| WELLINGTON MANAGEMENT GROUP LLP | $12.9M | 253,329 | 0.00% | 21q | +44.9%+$4.0M |
| Erste Asset Management GmbH | $11.4M | 201,539 | 0.09% | 8q | HELD |
| ASSETMARK, INC | $11.3M | 220,963 | 0.02% | 8q | +261.1%+$8.2M |
| SIMPLEX TRADING, LLC | $11.1M | options only | 0.01% | 31q | OPTIONS |
| CITADEL ADVISORS LLC | $10.4M | options only | 0.00% | 31q | OPTIONS |
| W1M Asset Management Ltd | $9.8M | 191,409 | 0.09% | 4q | HELD |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $9.7M | 189,144 | 1.19% | 23q | HELD |
| Tidal Investments LLC | $9.4M | 183,962 | 0.02% | 8q | +176.7%+$6.0M |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $8.8M | 173,322 | 0.09% | 3q | -3.5%-$318.6K |
| Knollwood Investment Advisory, LLC | $8.7M | 171,400 | 0.78% | 11q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $8.7M | 170,460 | 0.00% | 31q | +65.0%+$3.4M |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $8.6M | 168,281 | 0.52% | new | NEW |
| Wharton Business Group, LLC | $8.5M | 166,865 | 0.28% | 12q | HELD |
| LAKE STREET PRIVATE WEALTH, LLC | $8.5M | 165,776 | 0.97% | 6q | -3.7%-$325.7K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $7.6M | 149,450 | 0.27% | 13q | -11.3%-$967.3K |
| GAMMA Investing LLC | $7.5M | 147,894 | 0.28% | 11q | -14.6%-$1.3M |
| Squarepoint Ops LLC | $6.4M | 125,462 | 0.01% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $6.3M | 123,683 | 0.08% | 11q | +1161.3%+$5.8M |
| YOUSIF CAPITAL MANAGEMENT, LLC | $6.1M | 118,615 | 0.07% | 19q | -52.9%-$6.8M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $5.5M | 107,087 | 0.02% | new | NEW |
| SCOTIA CAPITAL INC. | $5.3M | 103,864 | 0.02% | 23q | -2.1%-$112.7K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5.2M | 101,161 | 0.00% | 10q | -31.3%-$2.4M |
| FIL Ltd | $5.1M | 100,264 | 0.00% | 10q | -78.3%-$18.5M |
| ICICI Prudential Asset Management Co Ltd | $5.1M | 99,781 | 0.56% | 18q | HELD |
| EVERGREEN CAPITAL MANAGEMENT LLC | $5.0M | 98,457 | 0.09% | 31q | -19.7%-$1.2M |
| CAPITAL FUND MANAGEMENT S.A. | $5.0M | 98,110 | 0.02% | 10q | -14.9%-$879.9K |
| Upper Left Wealth Management, LLC | $4.7M | 92,023 | 2.60% | 19q | -2.0%-$96.9K |
| Banco Santander, S.A. | $4.2M | 82,480 | 0.03% | 6q | -38.3%-$2.6M |
| BARCLAYS PLC | $4.2M | 82,054 | 0.00% | 30q | +7.7%+$298.1K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $4.2M | 82,014 | 0.01% | 2q | -19.5%-$1.0M |
| RAYMOND JAMES FINANCIAL INC | $4.0M | 77,862 | 0.00% | 7q | -18.1%-$878.8K |
| OSAIC HOLDINGS, INC. | $3.9M | 76,034 | 0.00% | 26q | +19.2%+$624.6K |
| Wealthfront Advisers LLC | $3.8M | 73,942 | 0.01% | 21q | -23.9%-$1.2M |
| JUNCTURE WEALTH STRATEGIES, LLC | $3.7M | 73,062 | 0.97% | 6q | +27.1%+$795.9K |
| FIFTH THIRD BANCORP | $3.4M | 67,084 | 0.01% | 4q | -70.9%-$8.3M |
| 180 WEALTH ADVISORS, LLC | $3.4M | 66,489 | 0.34% | 10q | +12.4%+$373.7K |
| BOCHK Asset Management Ltd | $3.3M | 64,000 | 0.52% | new | NEW |
| STIFEL FINANCIAL CORP | $3.2M | 62,137 | 0.00% | 31q | +11.6%+$329.6K |
| WELLS FARGO & COMPANY/MN | $3.1M | 60,663 | 0.00% | 31q | -50.9%-$3.2M |
| DIMENSION CAPITAL MANAGEMENT LLC | $2.8M | 54,186 | 0.32% | 22q | HELD |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | $2.8M | 53,959 | 1.91% | 2q | HELD |
| Sanctuary Advisors, LLC | $2.6M | 50,909 | 0.01% | 9q | +40.0%+$741.5K |
| ExodusPoint Capital Management, LP | $2.6M | 50,000 | 0.02% | new | NEW |
| Moneda S.A. Administradora General de Fondos | $2.5M | 49,259 | 2.06% | 14q | +2.7%+$66.0K |
| SCS Capital Management LLC | $2.5M | 48,872 | 0.02% | 11q | +0.7%+$16.6K |
| FIRST TRUST ADVISORS LP | $2.4M | 47,602 | 0.00% | 7q | -1.8%-$45.1K |
| BANK OF NOVA SCOTIA | $2.3M | 45,432 | 0.00% | 31q | +117.8%+$1.3M |
| HSBC HOLDINGS PLC | $2.3M | 44,791 | 0.00% | 6q | +28.8%+$510.4K |
| Avestar Capital, LLC | $2.2M | 43,880 | 0.13% | 7q | +15.5%+$300.7K |
| Corient Private Wealth LP | $2.2M | 42,413 | 0.00% | 2q | +235.4%+$1.5M |
| RBF Capital, LLC | $2.0M | 40,000 | 0.08% | 8q | HELD |
| Geneos Wealth Management Inc. | $1.9M | 36,333 | 0.04% | 2q | +5.8%+$101.8K |
| ASHFORD CAPITAL MANAGEMENT INC | $1.8M | 35,934 | 0.20% | new | NEW |
| Journey Advisory Group, LLC | $1.8M | 35,523 | 0.14% | 6q | -5.0%-$95.7K |
| Vanguard National Trust Co | $1.8M | 35,055 | 0.10% | 2q | HELD |
| FARLEY CAPITAL L.P. | $1.7M | 34,220 | 1.37% | 15q | HELD |
| Advisors Capital Management, LLC | $1.7M | 33,745 | 0.02% | new | NEW |
| Allianz Asset Management GmbH | $1.7M | 30,330 | 0.00% | 6q | HELD |
| Allspring Global Investments Holdings, LLC | $1.7M | 33,269 | 0.00% | 19q | HELD |
| Richard W. Paul & Associates, LLC | $1.7M | 32,870 | 0.51% | 14q | +4.5%+$72.1K |
| V-Square Quantitative Management LLC | $1.6M | 31,373 | 0.15% | 3q | +369.5%+$1.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6M | 30,835 | 0.00% | 24q | +11.2%+$158.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-17 | 13G | BlackRock Portfolio Management LLC | 5.0% |
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 | 284 | $2.4B | 45,342,502 | 43 | 92 | 74 | 3.5% |
| Q1 2026 | 286 | $2.5B | 40,193,317 | 44 | 81 | 71 | 15.0% |
| Q4 2025 | 295 | $2.6B | 39,299,593 | 46 | 79 | 83 | 9.3% |
| Q3 2025 | 283 | $3.0B | 42,278,142 | 55 | 82 | 71 | 7.2% |
| Q2 2025 | 257 | $2.0B | 32,806,027 | 27 | 73 | 86 | 10.1% |
| Q1 2025 | 281 | $2.5B | 39,101,839 | 69 | 74 | 65 | 16.5% |
| Q4 2024 | 244 | $1.9B | 33,918,784 | 43 | 71 | 71 | 14.1% |
| Q3 2024 | 241 | $2.1B | 34,940,801 | 46 | 50 | 89 | 14.1% |
| Q2 2024 | 250 | $2.4B | 50,994,252 | 39 | 71 | 71 | 10.1% |
| Q1 2024 | 241 | $2.3B | 51,926,856 | 42 | 67 | 77 | 10.6% |
| Q4 2023 | 262 | $3.2B | 69,273,105 | 59 | 60 | 75 | 10.2% |
| Q3 2023 | 231 | $3.6B | 69,827,283 | 31 | 60 | 70 | 14.9% |
| Q2 2023 | 242 | $2.9B | 60,670,083 | 39 | 78 | 69 | 5.6% |
| Q1 2023 | 243 | $3.1B | 59,381,829 | 57 | 81 | 52 | 5.3% |
| Q4 2022 | 206 | $2.8B | 50,838,613 | 48 | 60 | 55 | 12.8% |
| Q3 2022 | 236 | $2.7B | 58,591,792 | 27 | 83 | 68 | 7.4% |
| Q2 2022 | 259 | $2.9B | 48,327,868 | 59 | 95 | 60 | 8.4% |
| Q1 2022 | 242 | $2.1B | 37,315,100 | 40 | 81 | 56 | 6.2% |
| Q4 2021 | 247 | $2.0B | 28,619,520 | 51 | 55 | 62 | 10.0% |
| Q3 2021 | 222 | $2.2B | 30,430,996 | 32 | 52 | 82 | 8.5% |
| Q2 2021 | 240 | $3.4B | 38,318,617 | 33 | 74 | 67 | 3.2% |
| Q1 2021 | 236 | $3.0B | 34,730,368 | 38 | 89 | 58 | 4.1% |
| Q4 2020 | 239 | $3.4B | 40,647,242 | 52 | 74 | 52 | 1.9% |
| Q3 2020 | 207 | $2.9B | 38,776,171 | 47 | 53 | 62 | 1.4% |
| Q2 2020 | 183 | $2.5B | 37,417,438 | 32 | 53 | 61 | 2.7% |
| Q1 2020 | 191 | $2.8B | 47,678,592 | 34 | 58 | 54 | 3.2% |
| Q4 2019 | 194 | $2.8B | 41,192,127 | 35 | 64 | 39 | 7.5% |
| Q3 2019 | 177 | $2.2B | 36,894,656 | 32 | 42 | 54 | 3.8% |
| Q2 2019 | 173 | $2.6B | 41,994,241 | 33 | 53 | 48 | 2.7% |
| Q1 2019 | 183 | $2.5B | 37,799,421 | 58 | 47 | 42 | 5.9% |
| Q4 2018 | 150 | $1.9B | 35,688,803 | 3 | 3 | 2 | 3.0% |