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Disclosery

ACWI ISHARES TR

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MSCI ACWI ETF (fund)

705 managers (714 13F filers) reported a position in ACWI shares at 2025-06-30, 71,974,240 shares in all. 69 filers opened a position and 33 filers sold out during the quarter.

Managers
705
13F filers
714
New
69
Added
264
Reduced
205
Sold out
33
Shares held by filers
71,974,240

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
RFP Financial Group LLC28,846$3.71M1.53%+55913F-HRTimeline
Golden State Wealth Management, LLC28,413$3.65M0.44%+1,77113F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC28,406$3.65M<0.01%+9,76313F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB28,179$3.62M0.1%-1,85013F-HRTimeline
MainStreet Investment Advisors LLC28,089$3.61M0.5%-1,85013F-HRTimeline
Bluespring Wealth Management, LLC27,590$3.55M0.34%-24013F-HRTimeline
PINNACLE ASSOCIATES LTD27,539$3.54M0.05%-4,24113F-HRTimeline
RIK SAYLOR FINANCIAL, INC.27,451$3.53M2.72%-7013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC27,318$3.51M3.05%+213F-HRTimelineGroup
SIGNATUREFD, LLC27,105$3.49M0.06%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…26,377$3.39M0.28%-4,19813F-HRTimeline
Arkos Global Advisors26,307$3.38M0.47%+60013F-HRTimeline
Capital World Investors26,340$3.37M<0.01%-17,13113F-HRTimeline
PENNINGTON PARTNERS & CO., LLC26,111$3.36M1.8%-16613F-HRTimeline
Keel Point, LLC26,005$3.34M0.22%-96113F-HRTimeline
WADDELL & ASSOCIATES, LLC25,247$3.25M0.35%013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC25,199$3.24M1.44%+7,26813F-HRTimeline
PFW Advisors LLC25,022$3.22M0.99%+44713F-HRTimeline
QUADRANT CAPITAL GROUP LLC24,495$3.15M0.11%-3,15313F-HRTimeline
St. Louis Trust Co24,015$3.09M0.41%+2613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC23,658$3.04M0.04%+3,37113F-HRTimeline
RDA Financial Network23,436$3.01M0.81%+18313F-HRTimeline
Klaas Financial Asset Advisors, LLC23,364$3M0.48%+46413F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…23,057$2.97M0.03%-37,77913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,410$2.88M0.02%-16,11413F-HRTimeline
Sharkey, Howes & Javer22,401$2.88M0.39%-9,73113F-HRTimeline
OLD MISSION CAPITAL LLC22,296$2.87M0.08%new13F-HRTimeline
CKW FINANCIAL GROUP22,070$2.84M0.33%+1,39113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.22,006$2.83M<0.01%-2113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding21,819$2.81M0Timeline
COLDSTREAM CAPITAL MANAGEMENT INC21,304$2.74M0.04%-54613F-HRTimeline
Aries Wealth Management21,074$2.71M0.71%+2013F-HRTimeline
MAI Capital Management20,947$2.69M0.02%+3,49213F-HRTimeline
Pure Financial Advisors, LLC20,821$2.68M0.05%+1,38513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC20,675$2.66M0.08%+90513F-HRTimelineGroup
BRIGHTON JONES LLC20,562$2.64M0.07%+18713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources20,469$2.63M<0.01%-6,06613F-HRTimelineGroup
Fluent Financial, LLC20,134$2.59M1.07%new13F-HRTimeline
Arcus Capital Partners, LLC20,040$2.58M1.11%+65013F-HRTimeline
Bleakley Financial Group, LLC19,839$2.55M0.06%+68513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…19,426$2.5M0.07%+3,89013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,878$2.43M0.02%+60313F-HRTimelineGroup
Fund Evaluation Group, LLC18,456$2.37M0.09%+24413F-HRTimeline
Rathbones Group PLC18,153$2.33M0.01%+4,38713F-HRTimeline
Greystone Financial Group, LLC18,131$2.33M0.38%+35713F-HRTimeline
Avidian Wealth Enterprises, LLC18,019$2.32M0.09%+24013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,967$2.31M<0.01%new13F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC17,965$2.31M0.2%+2,32513F-HRTimeline
Union Bancaire Privee, UBP SA11,836$2.3M0.03%-27,16513F-HRTimeline
TWO SIGMA SECURITIES, LLC17,674$2.27M0.28%new13F-HRTimeline
Clarus Wealth Advisors17,381$2.24M1.04%+31813F-HRTimeline
ASPIRIANT, LLC17,374$2.23M0.07%+35013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC16,732$2.15M0.02%013F-HR/ATimelineGroup
Strategic Blueprint, LLC16,607$2.14M0.1%+66513F-HRTimeline
Activest Wealth Management16,369$2.11M0.51%+4,60413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,356$2.1M0.01%new13F-HRTimeline
Veltria Advisors Corp.16,330$2.1M1.4%+3,67813F-HRTimeline
Centerstone Investors, LLC15,984$2.06M8.43%-43,31613F-HRTimeline
Strategic Family Wealth Counselors, L.L…15,864$2.04M0.58%+1,59013F-HRTimeline
Pictet North America Advisors SA15,789$2.03M0.2%-29,68613F-HRTimeline
Roth Financial Partners LLC15,756$2.03M0.73%-4613F-HRTimeline
Midwest Heritage Bank, FSB15,647$2.01M0.76%013F-HRTimeline
Metis Global Partners, LLC15,282$1.97M0.05%-2,18413F-HRTimeline
Austin Wealth Management, LLC14,984$1.95M0.35%-4,97413F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd14,928$1.92M0.49%+4313F-HR/ATimelineGroup
World Investment Advisors14,795$1.9M0.04%-8,21213F-HRTimeline
Summit Trail Advisors, LLC14,733$1.89M0.03%new13F-HRTimeline
Sanctuary Advisors, LLC14,671$1.89M0.01%-4,05213F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …14,660$1.89M0.03%013F-HRTimelineGroup
Summit Financial, LLC14,610$1.88M0.04%-1,92613F-HRTimeline
RWA WEALTH PARTNERS, LLC14,556$1.87M0.02%+14613F-HRTimeline
Harding Loevner LP14,287$1.84M0.01%-20,30513F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC14,225$1.83M0.1%-59013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…14,183$1.82M0.24%+11,13513F-HRTimeline
Saranac Partners Ltd13,900$1.79M0.95%-3,82513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,859$1.78M0.03%-5,26513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…13,856$1.78M0.01%-7913F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC13,838$1.78M1.74%-28913F-HRTimeline
MML INVESTORS SERVICES, LLC13,828$1.78M0.01%+51713F-HRTimeline
Wealthfront Advisers LLC13,714$1.76M<0.01%+45513F-HRTimeline
Astoria Strategic Wealth, Inc.13,620$1.75M0.47%013F-HRTimeline
CIBC WORLD MARKET INC.13,579$1.75M<0.01%+20813F-HRTimeline
SYM FINANCIAL Corp13,552$1.74M0.2%-1,55513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,522$1.74M0.03%-34213F-HRTimelineGroup
Haverford Trust Co13,052$1.68M0.02%013F-HRTimeline
CHOREO, LLC12,922$1.66M0.02%+55813F-HRTimeline
G&S Capital LLC12,912$1.66M0.66%+81313F-HRTimeline
Empirical Finance, LLC12,816$1.65M0.09%+32713F-HRTimeline
SCOTIA CAPITAL INC.12,745$1.64M0.01%-2,94213F-HRTimeline
Laird Norton Wetherby Wealth Management…12,599$1.62M0.07%13F-HRTimeline
AMG National Trust Bank12,548$1.61M0.04%+513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC12,500$1.61M0.31%013F-HRTimelineGroup
MayTech Global Investments, LLC12,322$1.6M0.17%-33,55213F-HRTimeline
Lifelong Wealth Advisors, Inc.12,366$1.59M0.53%-6313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12,285$1.58M0.19%+4513F-HRTimeline
MASECO LLP12,283$1.58M0.06%13F-HRTimeline
Choate Investment Advisors12,235$1.57M0.03%+92413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC12,048$1.55M<0.01%+84813F-HR/ATimelineGroup
Janney Montgomery Scott LLC11,950$1.54M<0.01%-3,05113F-HRTimeline
Prime Capital Investment Advisors, LLC11,846$1.52M0.02%-3,38213F-HRTimeline
NewEdge Wealth, LLC11,575$1.52M0.02%+2,17913F-HRTimeline
Great Waters Wealth Management11,792$1.52M0.2%-21813F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…11,725$1.51M0.01%+8,72513F-HRTimelineGroup
TFO Wealth Partners, LLC11,616$1.49M0.26%+8913F-HRTimeline
WestEnd Advisors, LLC11,509$1.48M0.04%-80,91413F-HRTimeline
Capital Investment Advisory Services, L…11,187$1.44M0.12%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,155$1.43M0.05%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,145$1.43M0.02%+2,04813F-HRTimelineGroup
NewEdge Advisors, LLC11,138$1.43M0.01%+18613F-HRTimeline
TUDOR INVESTMENT CORP ET AL11,035$1.42M0.01%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA10,556$1.36M0.06%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC10,555$1.36M0.47%+8013F-HRTimeline
Peregrine Asset Advisers, Inc.10,471$1.35M0.42%-913F-HRTimeline
Valeo Financial Advisors, LLC10,390$1.34M0.03%+71513F-HR/ATimeline
Wilmington Savings Fund Society, FSB10,319$1.33M0.02%-13,37513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd10,299$1.32M0.09%+4,20913F-HRTimelineGroup
Landing Point Financial Group, LLC10,120$1.3M0.82%+4,42213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,085$1.3M<0.01%013F-HRTimelineGroup
JMG Financial Group, Ltd.10,000$1.29M0.04%013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…10,000$1.29M<0.01%013F-HRTimeline
Merit Financial Group, LLC9,969$1.28M0.01%+2,20113F-HRTimeline
Saxony Capital Management, LLC9,932$1.28M0.98%-21,55413F-HRTimeline
Mesirow Financial Investment Management…9,844$1.27M0.02%-5,09613F-HRTimeline
Wellspring Financial Advisors, LLC9,492$1.22M0.12%-8013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…9,349$1.2M0.02%+1813F-HRTimelineGroup
YHB Investment Advisors, Inc.9,300$1.2M0.09%+10013F-HRTimeline
Moran Wealth Management, LLC9,250$1.19M0.04%+7,13613F-HRTimeline
Global Retirement Partners, LLC9,150$1.18M0.03%13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …9,126$1.17M0.01%013F-HR/ATimelineGroup
Stonebrook Private Inc.8,858$1.14M0.27%+12613F-HRTimeline
Sierra Capital LLC8,857$1.14M0.13%+4613F-HRTimeline
SIMON QUICK ADVISORS, LLC8,842$1.14M0.06%-1,69513F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,821$1.13M0.01%+413F-HRTimelineGroup
Columbus Macro, LLC8,778$1.13M0.14%-19913F-HRTimeline
NavPoint Financial, Inc.8,717$1.12M0.68%+6713F-HRTimeline
WEDBUSH SECURITIES INC8,647$1.11M0.04%+1,40613F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,586$1.1M0.02%+1,86913F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC8,460$1.09M0.02%-3,14413F-HRTimeline
AlphaStar Capital Management, LLC8,442$1.09M0.08%new13F-HRTimeline
TIAAgroup of 2 filers holding8,786$1.07M+6,177Timeline
Modern Wealth Management, LLC8,318$1.07M0.03%+5,95013F-HR/ATimeline
BECKER CAPITAL MANAGEMENT INC8,300$1.07M0.03%013F-HRTimeline
Sonoma Private Wealth LLC8,260$1.06M1.3%013F-HRTimeline
Ewing Morris & Co. Investment Partners …8,000$1.03M0.46%013F-HRTimeline
Simplicity Wealth,LLC7,960$1.02M0.04%+3,46413F-HRTimeline
Capasso Planning Partners LLC7,810$1M0.57%+1,56813F-HRTimeline
NTV Asset Management LLC7,746$996K0.12%+413F-HRTimeline
Patten Group, Inc.7,708$991K0.21%+38513F-HRTimeline
Advisory Services Network, LLC7,597$987K0.02%+3613F-HRTimeline
SeaBridge Investment Advisors LLC7,639$982K0.18%-9,04813F-HRTimeline
Secure Asset Management, LLC7,611$979K0.18%new13F-HRTimeline
SFMG, LLC7,592$976K0.07%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,366$947K0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC7,338$944K0.03%+313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP7,330$943K0.01%-8313F-HRTimelineGroup
Longview Financial Advisors LLC7,286$937K0.59%-8613F-HRTimeline
WHITTIER TRUST CO7,193$925K0.01%-3513F-HRTimeline
Wealth Architects, LLC7,142$919K0.09%-55213F-HRTimeline
BLAIR WILLIAM & CO/IL7,106$914K<0.01%+3213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT7,029$904K0.11%+9913F-HRTimeline
&PARTNERS6,992$899K0.01%+813F-HRTimeline
Sunflower Bank, N.A.6,985$898K0.23%-43613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,895$887K0.04%013F-HRTimelineGroup
Winthrop Advisory Group LLC6,869$883K0.09%-57913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC6,730$866K0.01%+113F-HRTimelineGroup
MATHER GROUP, LLC.6,712$863K0.01%-13513F-HRTimeline
Apeiron RIA LLC6,661$857K0.22%+10113F-HRTimeline
Trek Financial, LLC6,656$856K0.06%+5113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,656$856K0.07%+1213F-HRTimeline
KBC Group NVin group KBC Group NV6,609$850K<0.01%-10,98613F-HRTimelineGroup
Ifrah Financial Services, Inc.6,570$845K0.23%-95613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,289$809K<0.01%+4,47513F-HRTimelineGroup
BAILARD, INC.6,274$807K0.02%013F-HRTimeline
Ballew Advisors, Inc6,016$781K0.46%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,031$776K0.05%+2913F-HRTimeline
Arkadios Wealth Advisors6,026$775K0.02%new13F-HRTimeline
Capital Investment Advisors, LLC6,013$773K0.01%-2113F-HR/ATimeline
GenTrust, LLC5,998$771K0.04%+1013F-HRTimeline
WEXFORD CAPITAL LP5,931$763K0.21%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,877$756K0.26%-4,30513F-HRTimeline
Joel Isaacson & Co., LLC5,828$749K0.03%013F-HRTimeline
Balentine LLC5,774$742K0.03%+42913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,749$739K0.06%-34,35913F-HRTimeline
Chicago Partners Investment Group LLC5,584$736K0.02%+81713F-HRTimeline
GQG Partners LLC5,694$732K<0.01%-3,19313F-HRTimeline
FIDUCIENT ADVISORS LLC5,641$725K0.09%-1,33813F-HRTimeline
Strategic Financial Partners, Ltd.5,620$723K0.34%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding5,575$717K+963Timeline
GRIES FINANCIAL LLC5,575$717K0.13%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,569$716K-17,147Timeline
ANCHOR CAPITAL ADVISORS LLC5,552$714K0.02%-61513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC5,526$711K<0.01%-16,43713F-HRTimelineGroup
Bellwether Advisors, LLC5,524$710K0.12%+16113F-HRTimeline
EIGHT 31 FINANCIAL, LLC5,514$709K0.47%+5713F-HRTimeline
Snowden Capital Advisors LLC5,509$708K0.02%+213F-HRTimeline
Advisory Alpha, LLC5,471$704K0.02%+913F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…5,475$701K<0.01%-13,72113F-HRTimelineGroup
Evolution Wealth Advisors, LLC5,448$701K0.1%+713F-HRTimeline
Financial Engines Advisors L.L.C.5,439$699K<0.01%+113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,405$695K0.12%new13F-HRTimeline