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Disclosery

ACWI ISHARES TR

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MSCI ACWI ETF (fund)

674 managers (682 13F filers) reported a position in ACWI shares at 2025-03-31, 75,273,419 shares in all. 36 filers opened a position and 68 filers sold out during the quarter.

Managers
674
13F filers
682
New
36
Added
192
Reduced
270
Sold out
68
Shares held by filers
75,273,419

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BSW Wealth Partners30,859$3.59M0.55%-113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…30,575$3.56M0.33%-2513F-HRTimeline
National Philanthropic Trust30,329$3.53M0.06%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC30,207$3.52M0.4%+34913F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB30,029$3.5M0.1%-1,67513F-HRTimeline
MainStreet Investment Advisors LLC29,939$3.48M0.51%-1,44513F-HRTimeline
RFP Financial Group LLC28,287$3.29M1.32%+34413F-HRTimeline
Bluespring Wealth Management, LLC27,830$3.24M0.33%-1,11613F-HRTimeline
QUADRANT CAPITAL GROUP LLC27,648$3.22M0.12%-9,71313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.27,521$3.2M2.82%-813F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC27,316$3.18M2.72%+2013F-HRTimelineGroup
SIGNATUREFD, LLC27,105$3.15M0.06%-9513F-HRTimeline
BARINGS LLCin group BARINGS LLC26,991$3.14M0.08%013F-HRTimelineGroup
Keel Point, LLC26,966$3.14M0.24%-1,82313F-HRTimeline
Golden State Wealth Management, LLC26,642$3.1M0.46%+1,58013F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources26,535$3.09M<0.01%-19013F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC26,277$3.06M1.75%-413F-HRTimeline
SCS Capital Management LLC26,092$3.04M0.04%+19,93813F-HR/ATimeline
Arkos Global Advisors25,707$2.99M0.44%-7,73513F-HRTimeline
WADDELL & ASSOCIATES, LLC25,247$2.94M0.36%-27113F-HR/ATimeline
Marex Group Ltdin group Marex Group Ltd25,120$2.92M0.06%013F-HRTimelineGroup
PFW Advisors LLC24,575$2.86M0.9%+35813F-HRTimeline
St. Louis Trust Co23,989$2.79M0.4%-29613F-HRTimeline
Wilmington Savings Fund Society, FSB23,694$2.76M0.05%-17613F-HRTimeline
RDA Financial Network23,253$2.71M0.81%+2913F-HRTimeline
World Investment Advisors23,007$2.68M0.07%+44713F-HRTimeline
Klaas Financial Asset Advisors, LLC22,900$2.67M0.46%+513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,716$2.66M-3,328Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.22,027$2.56M<0.01%-10,24013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC21,963$2.56M<0.01%+17,61713F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC21,850$2.54M0.05%-15713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding21,819$2.54M-199Timeline
Faithward Advisors, LLC21,497$2.5M0.44%+2,21513F-HRTimeline
Aries Wealth Management21,054$2.45M0.67%+36213F-HRTimeline
CKW FINANCIAL GROUP20,679$2.42M0.3%+98713F-HRTimeline
BRIGHTON JONES LLC20,375$2.37M0.08%-99913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC20,287$2.36M0.03%-83313F-HRTimeline
Wick Capital Partners, LLC19,842$2.31M0.69%new13F-HRTimeline
Austin Wealth Management, LLC19,958$2.31M0.46%-1,32913F-HRTimeline
Callan Family Office, LLC19,770$2.3M0.17%-5,10513F-HRTimeline
Steward Partners Investment Advisory, L…19,686$2.29M0.02%-45213F-HRTimeline
Pure Financial Advisors, LLC19,436$2.26M0.05%+1,91813F-HRTimeline
Arcus Capital Partners, LLC19,390$2.26M0.91%-4,04313F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…19,196$2.23M<0.01%-11,75213F-HRTimelineGroup
Bleakley Financial Group, LLC19,154$2.23M0.07%-14813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO19,124$2.23M0.06%+1,04513F-HRTimeline
Sanctuary Advisors, LLC18,723$2.18M0.02%+9,56313F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC18,643$2.17M<0.01%-6,27013F-HR/ATimelineGroup
Hirtle & Co., LLC18,631$2.17M0.08%-7613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,275$2.13M0.02%-45413F-HRTimelineGroup
Fund Evaluation Group, LLC18,212$2.12M0.09%-20913F-HRTimeline
John W. Brooker & Co., CPAs17,934$2.09M0.86%+96713F-HRTimeline
CATALYST PRIVATE WEALTH, LLC17,931$2.09M1.02%013F-HRTimeline
Avidian Wealth Enterprises, LLC17,779$2.07M0.09%-25613F-HRTimeline
Greystone Financial Group, LLC17,774$2.07M0.38%+2,39413F-HRTimeline
Saranac Partners Ltd17,725$2.06M1.17%-7,87513F-HRTimeline
KBC Group NVin group KBC Group NV17,595$2.05M0.01%new13F-HRTimelineGroup
Wolf Group Capital Advisors17,552$2.04M0.69%-6,30713F-HRTimeline
Metis Global Partners, LLC17,466$2.03M0.06%+5,22713F-HRTimeline
MAI Capital Management17,455$2.03M0.02%-79113F-HRTimeline
ASPIRIANT, LLC17,024$1.98M0.07%-84113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC16,732$1.95M0.02%+10,74413F-HR/ATimelineGroup
SeaBridge Investment Advisors LLC16,687$1.94M0.42%-3,76713F-HRTimeline
Summit Financial, LLC16,536$1.92M0.05%+5,60413F-HRTimeline
Clarus Wealth Advisors17,063$1.92M1.03%+1,02113F-HRTimeline
Strategic Blueprint, LLC15,942$1.86M0.1%-33613F-HRTimeline
Roth Financial Partners LLC15,802$1.84M0.73%-23613F-HRTimeline
SCOTIA CAPITAL INC.15,687$1.83M0.01%-15,31513F-HRTimeline
Midwest Heritage Bank, FSB15,647$1.82M0.75%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC15,640$1.82M0.19%+1,58713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…15,536$1.81M0.06%+9,26713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC15,228$1.77M0.02%+3,38313F-HRTimeline
SYM FINANCIAL Corp15,107$1.76M0.22%+37113F-HRTimeline
Janney Montgomery Scott LLC15,001$1.75M<0.01%-8,49613F-HRTimeline
LRI Investments, LLC14,957$1.74M0.17%new13F-HRTimeline
Mesirow Financial Investment Management…14,940$1.74M0.03%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd14,885$1.73M0.48%+6,37413F-HR/ATimelineGroup
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC14,815$1.72M0.09%-37013F-HRTimelineGroup
GTS SECURITIES LLC14,705$1.71M0.07%+10,03913F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …14,660$1.71M0.03%-15013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC14,410$1.68M0.02%-1,26913F-HRTimeline
Strategic Family Wealth Counselors, L.L…14,274$1.66M0.54%+12913F-HRTimeline
OLD NATIONAL BANCORP /IN/14,134$1.65M0.04%013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC14,127$1.64M1.74%+4,30513F-HRTimeline
Financial Advocates Investment Manageme…14,081$1.64M0.12%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…13,935$1.62M0.01%+7813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,864$1.61M0.04%+37713F-HRTimelineGroup
Rathbones Group PLC13,766$1.6M0.01%+1,72913F-HRTimeline
Astoria Strategic Wealth, Inc.13,620$1.59M0.47%013F-HRTimeline
CIBC WORLD MARKET INC.13,371$1.56M<0.01%+513F-HRTimeline
MML INVESTORS SERVICES, LLC13,311$1.55M0.01%-2,95413F-HRTimeline
Wealthfront Advisers LLC13,259$1.54M<0.01%-1,87713F-HRTimeline
Caprock Group, LLC13,096$1.52M0.05%+9,42713F-HRTimeline
Haverford Trust Co13,052$1.52M0.02%013F-HRTimeline
Veltria Advisors Corp.12,652$1.47M0.96%-60013F-HRTimeline
AMG National Trust Bank12,543$1.46M0.04%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC12,500$1.45M0.31%013F-HRTimelineGroup
Empirical Finance, LLC12,489$1.45M0.09%013F-HRTimeline
Lifelong Wealth Advisors, Inc.12,429$1.45M0.68%013F-HRTimeline
Headlands Technologies LLC12,406$1.44M0.16%-16,79513F-HRTimeline
CHOREO, LLC12,364$1.44M0.02%-69213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12,240$1.42M0.18%+60013F-HRTimeline
G&S Capital LLC12,099$1.41M0.6%+45013F-HRTimeline
Great Waters Wealth Management12,010$1.4M0.19%-18513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,930$1.39M0.05%013F-HRTimeline
Activest Wealth Management11,765$1.37M0.37%+63413F-HRTimeline
Shum Financial Group, Inc.11,614$1.35M1.17%+22413F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC11,604$1.35M0.03%-11,44413F-HRTimeline
Quantinno Capital Management LP11,573$1.35M0.01%+5,55413F-HRTimeline
TFO Wealth Partners, LLC11,527$1.34M0.27%new13F-HRTimeline
Ewing Morris & Co. Investment Partners …8,000$1.34M0.42%-50013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd11,366$1.32M0.03%new13F-HRTimelineGroup
Choate Investment Advisors11,311$1.32M0.03%+98813F-HRTimeline
RHUMBLINE ADVISERS11,224$1.31M<0.01%013F-HR/ATimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC11,200$1.3M<0.01%+6,06613F-HR/ATimelineGroup
Capital Investment Advisory Services, L…11,187$1.3M0.12%-9313F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,155$1.3M0.05%013F-HRTimeline
NewEdge Advisors, LLC10,952$1.27M0.01%+1,58513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA10,556$1.26M0.06%013F-HRTimeline
SIMON QUICK ADVISORS, LLC10,537$1.23M0.07%-26513F-HRTimeline
Peregrine Asset Advisers, Inc.10,480$1.22M0.46%-21113F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH242,955$1.22M0.02%+237,95413F-HRTimelineGroup
CHERRYDALE WEALTH MANAGEMENT, LLC10,475$1.22M0.48%013F-HRTimeline
CAMBIAR INVESTORS LLC10,347$1.2M0.05%-6,80213F-HRTimeline
JMG Financial Group, Ltd.10,000$1.16M0.04%013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…10,000$1.16M<0.01%013F-HRTimeline
Valeo Financial Advisors, LLC9,675$1.13M0.03%-1,71613F-HRTimeline
Wellspring Financial Advisors, LLC9,572$1.11M0.12%+8013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.10,182$1.11M0.46%-313F-HRTimeline
Montecito Bank & Trust9,540$1.11M0.2%-99313F-HRTimeline
NewEdge Wealth, LLC9,396$1.09M0.02%+1,24713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…9,331$1.09M0.02%-1,08313F-HRTimelineGroup
YHB Investment Advisors, Inc.9,200$1.07M0.09%-3,70013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …9,126$1.06M0.01%+36013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding9,097$1.06M-16,736Timeline
Columbus Macro, LLC8,977$1.04M0.14%-72113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,085$1.04M<0.01%-3213F-HRTimelineGroup
GQG Partners LLC8,887$1.03M<0.01%-6,59313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,817$1.03M0.01%-1,47313F-HRTimelineGroup
Sierra Capital LLC8,811$1.03M0.12%-1,83213F-HRTimeline
Stonebrook Private Inc.8,732$1.02M0.26%-83513F-HRTimeline
NavPoint Financial, Inc.8,650$1.01M0.71%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,300$966K0.03%013F-HRTimeline
Sonoma Private Wealth LLC8,260$961K1.33%013F-HRTimeline
Prospect Financial Services LLC8,174$951K0.53%-14413F-HRTimeline
Atlas Legacy Advisors, LLC7,634$914K0.23%013F-HRTimeline
Merit Financial Group, LLC7,768$904K0.01%+22913F-HRTimeline
NTV Asset Management LLC7,742$901K0.12%-1,57513F-HRTimeline
Wealth Architects, LLC7,694$896K0.1%013F-HR/ATimeline
SFMG, LLC7,592$884K0.07%013F-HRTimeline
Advisory Services Network, LLC7,561$880K0.02%-50313F-HRTimeline
Ifrah Financial Services, Inc.7,526$876K0.25%-1,39813F-HRTimeline
Winthrop Advisory Group LLC7,448$867K0.1%+79513F-HRTimeline
Sunflower Bank, N.A.7,421$864K0.24%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP7,413$863K0.01%new13F-HRTimelineGroup
Longview Financial Advisors LLC7,372$858K0.57%-16213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,366$857K0.01%-9013F-HRTimelineGroup
Avior Wealth Management, LLC7,335$854K0.03%+6,73413F-HRTimeline
Patten Group, Inc.7,323$852K0.2%+11213F-HRTimeline
WEDBUSH SECURITIES INC7,241$843K0.03%+65513F-HRTimeline
WHITTIER TRUST CO7,228$841K0.01%+3713F-HRTimeline
MGO ONE SEVEN LLC7,121$829K0.03%+4,93813F-HRTimeline
BLAIR WILLIAM & CO/IL7,074$823K<0.01%-2,06413F-HRTimeline
FIDUCIENT ADVISORS LLC6,979$812K0.1%+38913F-HRTimeline
&PARTNERS6,984$812K0.01%+1,50413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT6,930$807K0.1%-1513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,895$803K0.04%-3313F-HRTimelineGroup
MATHER GROUP, LLC.6,847$797K0.01%+72113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC6,729$783K0.01%-11013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…6,717$782K0.02%-1513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,644$773K0.06%+1,45013F-HRTimeline
44 WEALTH MANAGEMENT LLC6,639$773K0.29%new13F-HRTimeline
Trek Financial, LLC6,605$769K0.06%013F-HRTimeline
Apeiron RIA LLC6,560$764K0.23%013F-HRTimeline
Fulton Bank, N.A.6,372$742K0.03%new13F-HRTimeline
BAILARD, INC.6,274$730K0.02%013F-HRTimeline
Capasso Planning Partners LLC6,242$727K0.3%+61813F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC6,167$718K0.02%-6313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd6,090$708K0.06%+1,95013F-HRTimelineGroup
Capital Investment Advisors, LLC6,034$702K0.01%-6813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,002$699K0.05%013F-HRTimeline
GenTrust, LLC5,988$697K0.03%013F-HRTimeline
WEXFORD CAPITAL LP5,931$690K0.18%+2,47613F-HRTimeline
Joel Isaacson & Co., LLC5,828$678K0.03%013F-HRTimeline
Ballew Advisors, Inc6,016$668K0.45%013F-HRTimeline
Landing Point Financial Group, LLC5,698$663K0.5%new13F-HRTimeline
Strategic Financial Partners, Ltd.5,620$654K0.34%013F-HRTimeline
GRIES FINANCIAL LLC5,575$649K0.13%013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…5,558$647K0.01%+38513F-HRTimelineGroup
Snowden Capital Advisors LLC5,507$641K0.02%+313F-HRTimeline
Advisory Alpha, LLC5,462$636K0.02%+513F-HR/ATimeline
EIGHT 31 FINANCIAL, LLC5,457$635K0.41%+46013F-HRTimeline
ALTFEST L J & CO INC5,455$635K0.08%013F-HRTimeline
Evolution Wealth Advisors, LLC5,441$633K0.11%013F-HRTimeline
Financial Engines Advisors L.L.C.5,438$633K<0.01%-413F-HRTimeline
Aaron Wealth Advisors LLC5,366$625K0.07%013F-HRTimeline
Bellwether Advisors, LLC5,363$624K0.13%+18713F-HRTimeline
Balentine LLC5,345$622K0.03%-2613F-HRTimeline
Beacon Pointe Advisors, LLC5,273$614K0.01%+22013F-HRTimeline
Annandale Capital, LLC5,210$606K0.11%+13813F-HRTimeline