MCHI — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (MCHI)? 14 institutions reported holding $69.71M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Nipun Capital, L.P. ($42.2M), Galvin, Gaustad & Stein, LLC ($12.8M), GAMMA Investing LLC ($8.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Nipun Capital, L.P. | $42.2M | 807,800 | Trimmed |
| 2 | Galvin, Gaustad & Stein, LLC | $12.8M | 244,872 | Trimmed |
| 3 | GAMMA Investing LLC | $8.3M | 158,856 | Added |
| 4 | JUNCTURE WEALTH STRATEGIES, LLC | $4.3M | 82,542 | Added |
| 5 | Boltwood Capital Management | $1.3M | 24,465 | Added |
| 6 | ACIMA PRIVATE WEALTH, LLC | $560,416 | 10,738 | Trimmed |
| 7 | Farther Finance Advisors, LLC | $289,107 | 5,540 | Trimmed |
| 8 | Polaris Financial Partners | $16,000 | 309 | New |
| 9 | Rosenberg Matthew Hamilton | $9,029 | 173 | Hold |
| 10 | Retirement Wealth Solutions LLC | $7,307 | 140 | Hold |
| 11 | TOTH FINANCIAL ADVISORY CORP | $6,576 | 126 | Hold |
| 12 | CX Institutional | $3,000 | 66 | Added |
| 13 | ARMSTRONG ADVISORY GROUP, INC | $1,357 | 26 | New |
| 14 | BAKER TILLY WEALTH MANAGEMENT, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30