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Disclosery

ACWI ISHARES TR

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MSCI ACWI ETF (fund)

710 managers (719 13F filers) reported a position in ACWI shares at 2024-12-31, 79,567,914 shares in all. 58 filers opened a position and 33 filers sold out during the quarter.

Managers
710
13F filers
719
New
58
Added
263
Reduced
196
Sold out
33
Shares held by filers
79,567,914

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Clarius Group, LLC34,570$4.06M0.28%013F-HRTimeline
Sava Infond d.o.o.33,450$3.93M0.69%13F-HRTimeline
Arkos Global Advisors33,442$3.93M0.58%-1,80013F-HRTimeline
Intergy Private Wealth, LLC33,225$3.9M1.46%+113F-HRTimeline
Sharkey, Howes & Javer32,900$3.87M0.54%+2,27013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.32,267$3.79M0.01%+11,34313F-HRTimelineGroup
PINNACLE ASSOCIATES LTD31,805$3.74M0.05%+3,88313F-HRTimeline
MassMutual Private Wealth & Trust, FSB31,704$3.73M0.1%-13313F-HRTimeline
MainStreet Investment Advisors LLC31,384$3.69M0.52%013F-HRTimeline
Well Done, LLC30,703$3.67M0.67%013F-HRTimeline
Sageworth Trust Co of South Dakota31,062$3.65M4.62%013F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…30,948$3.65M<0.01%+14,04513F-HRTimelineGroup
SCOTIA CAPITAL INC.31,002$3.64M0.02%+17,94513F-HRTimeline
BSW Wealth Partners30,860$3.63M0.53%+26013F-HRTimeline
EP Wealth Advisors, LLC30,690$3.61M0.03%+35313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…30,600$3.6M0.34%+2,41513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC29,858$3.51M0.41%+2,39913F-HRTimelineGroup
Altrafin AG29,500$3.47M1.2%013F-HRTimeline
Headlands Technologies LLC29,201$3.43M0.34%+15,51213F-HRTimeline
Bluespring Wealth Management, LLC28,946$3.4M0.35%-91913F-HRTimeline
Keel Point, LLC28,789$3.38M0.27%-43113F-HRTimeline
RFP Financial Group LLC27,943$3.28M1.28%+1,00513F-HRTimeline
RIK SAYLOR FINANCIAL, INC.27,529$3.23M2.99%13F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC27,296$3.21M2.68%+213F-HRTimelineGroup
SIGNATUREFD, LLC27,200$3.2M0.06%-2413F-HRTimeline
SYNOVUS FINANCIAL CORP27,146$3.19M0.04%+28013F-HRTimeline
BARINGS LLCin group BARINGS LLC26,991$3.17M0.08%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources26,725$3.14M<0.01%+99213F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC26,281$3.09M1.53%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding26,044$3.06M+9,016Timeline
Stratos Wealth Partners, LTD.group of 2 filers holding25,833$3.04M+13,711Timeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC25,700$3.02M<0.01%-13,71313F-HRTimelineGroup
Saranac Partners Ltd25,600$3.01M1.66%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC25,518$3M0.31%013F-HR/ATimeline
Marex Group Ltdin group Marex Group Ltd25,120$2.95M0.05%013F-HRTimelineGroup
Golden State Wealth Management, LLC25,062$2.94M0.44%13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC24,913$2.93M<0.01%+13,78413F-HR/ATimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC24,875$2.92M0.19%+5,89513F-HRTimelineGroup
St. Louis Trust Co24,285$2.85M0.41%-3,22913F-HRTimeline
PFW Advisors LLC24,217$2.85M0.88%13F-HRTimeline
BBR PARTNERS, LLC24,150$2.84M0.2%new13F-HRTimeline
Wilmington Savings Fund Society, FSB23,870$2.8M0.05%+17613F-HRTimeline
Janney Montgomery Scott LLC23,497$2.76M0.01%+11,41013F-HRTimeline
RDA Financial Network23,224$2.73M0.8%-3,21313F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC23,048$2.71M0.06%+5,16513F-HRTimeline
Klaas Financial Asset Advisors, LLC22,895$2.69M0.47%-18513F-HRTimeline
World Investment Advisors22,560$2.65M0.07%+19,45413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding22,018$2.59M-109Timeline
COLDSTREAM CAPITAL MANAGEMENT INC22,007$2.59M0.06%+19413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding21,980$2.58M+19,046Timeline
Arcus Capital Partners, LLC23,433$2.58M0.82%+1,58713F-HRTimeline
Austin Wealth Management, LLC21,287$2.55M0.53%-2,01613F-HRTimeline
BRIGHTON JONES LLC21,374$2.51M0.07%-1,06213F-HR/ATimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…21,454$2.51M0.04%-20,10013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC21,120$2.48M0.03%-31013F-HRTimeline
HB Wealth Management, LLC20,991$2.47M0.03%+4413F-HRTimeline
Rothschild & Co Wealth Management UK Ltd20,818$2.45M0.04%013F-HRTimeline
Aries Wealth Management20,692$2.43M0.67%+59213F-HRTimeline
SeaBridge Investment Advisors LLC20,454$2.4M0.5%new13F-HRTimeline
Steward Partners Investment Advisory, L…20,138$2.37M0.02%+3613F-HRTimeline
CKW FINANCIAL GROUP19,692$2.31M0.28%+74613F-HRTimeline
Wolf Group Capital Advisors23,859$2.29M1.11%013F-HRTimeline
Bleakley Financial Group, LLC19,302$2.27M0.07%+51113F-HRTimeline
Faithward Advisors, LLC19,282$2.27M0.39%+2,42513F-HRTimeline
Altman Advisors, Inc.19,190$2.25M0.96%new13F-HRTimeline
ADVISORY RESEARCH INC18,907$2.22M0.37%+16,09113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,729$2.2M0.02%+1513F-HRTimelineGroup
Hirtle & Co., LLC18,707$2.2M0.09%-7113F-HRTimeline
Fund Evaluation Group, LLC18,421$2.16M0.1%-10613F-HRTimeline
MAI Capital Management18,246$2.14M0.02%-30813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO18,079$2.12M0.04%+7,55213F-HRTimeline
Avidian Wealth Enterprises, LLC18,035$2.12M0.1%+27113F-HRTimeline
CATALYST PRIVATE WEALTH, LLC17,931$2.11M0.94%+90813F-HRTimeline
ASPIRIANT, LLC17,865$2.1M0.08%-4,85113F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP17,605$2.07M<0.01%-65013F-HRTimeline
Pure Financial Advisors, LLC17,518$2.06M0.05%+2,04513F-HRTimeline
CAMBIAR INVESTORS LLC17,149$2.02M0.08%+13,12313F-HRTimeline
John W. Brooker & Co., CPAs16,967$1.99M0.86%-3813F-HRTimeline
Strategic Blueprint, LLC16,278$1.91M0.11%-513F-HRTimeline
MML INVESTORS SERVICES, LLC16,265$1.91M0.01%+2,83113F-HRTimeline
MayTech Global Investments, LLC16,171$1.9M0.22%+8,68613F-HRTimeline
Roth Financial Partners LLC16,038$1.88M0.75%-7013F-HRTimeline
Clarus Wealth Advisors16,042$1.87M0.93%+1,04513F-HRTimeline
K.J. Harrison & Partners Inc15,845$1.86M0.29%+2,99813F-HRTimeline
RWA WEALTH PARTNERS, LLC15,679$1.84M0.02%+23113F-HRTimeline
Midwest Heritage Bank, FSB15,647$1.84M0.85%-17013F-HRTimeline
GQG Partners LLC15,480$1.82M<0.01%new13F-HRTimeline
Avestar Capital, LLC15,422$1.81M0.16%+6,44913F-HRTimeline
Greystone Financial Group, LLC15,380$1.81M0.31%+97113F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC15,185$1.78M0.09%-26513F-HRTimelineGroup
Wealthfront Advisers LLC15,136$1.78M0.01%+3,19513F-HR/ATimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A14,984$1.76M0.01%+7,08113F-HRTimelineGroup
Mesirow Financial Investment Management…14,940$1.76M0.03%+713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …14,810$1.74M0.03%013F-HRTimelineGroup
SYM FINANCIAL Corp14,736$1.73M0.22%-29013F-HRTimeline
Strategic Family Wealth Counselors, L.L…14,145$1.66M0.54%+5,11913F-HRTimeline
OLD NATIONAL BANCORP /IN/14,134$1.66M0.04%+1,20213F-HRTimeline
Financial Advocates Investment Manageme…14,081$1.65M0.09%-1,31813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,053$1.65M0.17%+4,27213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…13,857$1.63M<0.01%-22413F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.13,630$1.6M0.2%-77313F-HRTimeline
Astoria Strategic Wealth, Inc.13,620$1.6M0.48%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,487$1.58M0.04%+42013F-HRTimelineGroup
CIBC WORLD MARKET INC.13,366$1.57M<0.01%-24113F-HRTimeline
Veltria Advisors Corp.13,252$1.56M0.65%-1,44813F-HRTimeline
JFG Wealth Management, LLC13,128$1.54M0.35%-45013F-HRTimeline
CHOREO, LLC13,056$1.53M0.02%+92513F-HRTimeline
Haverford Trust Co13,052$1.53M0.02%-1,51013F-HRTimeline
YHB Investment Advisors, Inc.12,900$1.52M0.12%-30013F-HRTimeline
Laird Norton Wetherby Wealth Management…12,547$1.47M0.07%+5913F-HRTimeline
AMG National Trust Bank12,543$1.47M0.04%-2013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC12,500$1.47M0.31%-1,25013F-HRTimelineGroup
Empirical Finance, LLC12,489$1.47M0.08%013F-HRTimeline
Lifelong Wealth Advisors, Inc.12,429$1.46M0.66%13F-HRTimeline
Metis Global Partners, LLC12,239$1.44M0.04%new13F-HRTimeline
Great Waters Wealth Management12,195$1.43M0.18%+3613F-HRTimeline
OAK FAMILY ADVISORS, LLC12,190$1.43M0.56%+9,31713F-HRTimeline
Rathbones Group PLC12,037$1.41M0.01%+7,80513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,930$1.4M0.05%+43013F-HRTimeline
Prime Capital Investment Advisors, LLC11,845$1.39M0.02%-1,16013F-HRTimeline
G&S Capital LLC11,649$1.37M0.57%+17313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.11,640$1.37M0.17%-63913F-HRTimeline
Community Bank, N.A.11,500$1.35M0.17%013F-HRTimeline
Valeo Financial Advisors, LLC11,391$1.34M0.04%+2,35513F-HRTimeline
Shum Financial Group, Inc.11,390$1.34M1.16%+30713F-HRTimeline
Capital Investment Advisory Services, L…11,280$1.33M0.13%-4,05913F-HRTimeline
RHUMBLINE ADVISERS11,224$1.32M<0.01%+2,34613F-HR/ATimeline
KCM INVESTMENT ADVISORS LLC11,155$1.31M0.05%013F-HRTimeline
Activest Wealth Management11,131$1.31M0.37%+51113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA10,556$1.29M0.06%013F-HRTimeline
Summit Financial, LLC10,932$1.28M0.05%new13F-HRTimeline
Sivia Capital Partners, LLC10,916$1.28M0.64%+3,54013F-HRTimeline
SIMON QUICK ADVISORS, LLC10,802$1.27M0.08%-1,95813F-HRTimeline
Peregrine Asset Advisers, Inc.10,691$1.26M0.46%-1113F-HRTimeline
Sierra Capital LLC10,643$1.25M0.15%-26,35613F-HRTimeline
Montecito Bank & Trust10,533$1.24M0.21%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC10,475$1.23M0.48%+9413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,414$1.22M0.02%-2,11713F-HRTimelineGroup
Choate Investment Advisors10,323$1.21M0.03%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,290$1.21M0.02%+9213F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.10,185$1.2M0.49%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,117$1.2M<0.01%-8413F-HRTimelineGroup
JMG Financial Group, Ltd.10,000$1.18M0.04%013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…10,000$1.18M<0.01%013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC9,822$1.15M1.26%13F-HRTimeline
Columbus Macro, LLC9,698$1.14M0.16%+62213F-HRTimeline
Stonebrook Private Inc.9,567$1.12M0.29%-11213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,515$1.12M<0.01%-51,30413F-HRTimelineGroup
Sanctuary Advisors, LLC9,160$1.12M0.01%-72013F-HRTimeline
Wellspring Financial Advisors, LLC9,492$1.12M0.12%013F-HRTimeline
NewEdge Advisors, LLC9,367$1.1M0.01%+14113F-HRTimeline
RiverTree Advisors, LLC9,363$1.1M0.72%new13F-HRTimeline
NTV Asset Management LLC9,317$1.09M0.14%+113F-HRTimeline
Global Retirement Partners, LLC9,200$1.08M0.03%-8613F-HRTimeline
Eagle Bay Advisors LLC9,193$1.08M0.68%new13F-HRTimeline
BLAIR WILLIAM & CO/IL9,138$1.07M<0.01%-69113F-HRTimeline
Ifrah Financial Services, Inc.8,924$1.05M0.29%+2,03213F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC8,923$1.05M0.4%new13F-HR/ATimeline
Sage Advisory Services, Ltd.Co.8,906$1.05M0.62%+6513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …8,766$1.03M0.01%+60513F-HRTimelineGroup
NavPoint Financial, Inc.8,650$1.02M0.8%+7813F-HRTimeline
SVB WEALTH LLC8,616$1.01M0.02%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd8,511$1M0.27%13F-HRTimelineGroup
Ewing Morris & Co. Investment Partners …8,500$999K0.34%new13F-HRTimeline
Prospect Financial Services LLC8,318$977K0.53%+7513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,300$975K0.03%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC8,270$972K0.08%new13F-HR/ATimeline
Sonoma Private Wealth LLC8,260$971K1.57%013F-HRTimeline
Archford Capital Strategies, LLC8,171$960K0.15%+1,10513F-HRTimeline
NewEdge Wealth, LLC8,149$958K0.02%-1,71413F-HRTimeline
Advisory Services Network, LLC8,064$948K0.02%+4,28213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,955$935K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.7,718$907K0.03%13F-HRTimeline
Wealth Architects, LLC7,694$904K0.1%013F-HRTimeline
Atlas Legacy Advisors, LLC7,634$897K0.22%13F-HRTimeline
SFMG, LLC7,592$892K0.07%013F-HRTimeline
Merit Financial Group, LLC7,539$886K0.02%+11213F-HRTimeline
Longview Financial Advisors LLC7,534$885K0.59%13F-HRTimeline
Quantitative Strategies, Inc.7,488$880K0.47%+55013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,456$876K0.01%013F-HRTimelineGroup
Sunflower Bank, N.A.7,421$872K0.24%-5,61813F-HRTimeline
Patten Group, Inc.7,211$847K0.19%+813F-HRTimeline
WHITTIER TRUST CO7,191$845K0.01%-7613F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC7,300$821K0.52%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT6,945$816K0.1%-15613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,928$814K0.04%013F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC6,839$804K0.01%+1,11713F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…6,732$791K0.02%+3413F-HRTimeline
Winthrop Advisory Group LLC6,653$782K0.09%+2,98413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,612$777K0.02%new13F-HRTimelineGroup
Trek Financial, LLC6,605$776K0.06%+5913F-HRTimeline
FIDUCIENT ADVISORS LLC6,590$774K0.1%+2,87513F-HRTimeline
WEDBUSH SECURITIES INC6,586$774K0.03%+3,26513F-HRTimeline
Apeiron RIA LLC6,560$771K0.22%013F-HRTimeline
BAILARD, INC.6,274$737K0.02%-13413F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…6,269$737K0.02%013F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC6,230$732K0.02%-16013F-HRTimeline
SCS Capital Management LLC6,154$723K0.01%+5313F-HRTimeline
MATHER GROUP, LLC.6,126$720K0.01%+40613F-HRTimeline
Capital Investment Advisors, LLC6,102$717K0.01%-40513F-HRTimeline