Skip to content

ACWI ISHARES TR

Follow

MSCI ACWI ETF (fund)

750 managers (758 13F filers) reported a position in ACWI shares at 2025-09-30, 69,116,627 shares in all. 77 filers opened a position and 32 filers sold out during the quarter.

Managers
750
13F filers
758
New
77
Added
217
Reduced
225
Sold out
32
Shares held by filers
69,116,627

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Financial Council, LLC35,146$4.86M2.16%+1213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC34,960$4.83M0.42%+4,98113F-HRTimelineGroup
Keel Point, LLC34,729$4.8M0.3%+8,72413F-HRTimeline
Empowered Funds, LLC34,496$4.77M0.05%new13F-HRTimeline
Clarius Group, LLC34,459$4.76M0.28%013F-HRTimeline
Capital World Investors34,592$4.76M<0.01%+8,25213F-HRTimeline
PENNINGTON PARTNERS & CO., LLC33,796$4.67M2.21%+7,68513F-HRTimeline
Madrona Financial Services, LLC32,932$4.55M1%-1,75113F-HRTimeline
Intergy Private Wealth, LLC32,907$4.55M1.42%-31913F-HRTimeline
USAdvisors Wealth Management, LLC31,779$4.39M1.51%-3,04913F-HRTimeline
PAX Financial Group, LLC31,710$4.38M0.79%-75513F-HRTimeline
Sageworth Trust Co of South Dakota31,062$4.29M4.05%013F-HRTimeline
BSW Wealth Partners31,002$4.29M0.53%+9513F-HRTimeline
Well Done, LLC30,514$4.22M0.72%-44413F-HRTimeline
National Philanthropic Trust30,329$4.19M0.05%013F-HRTimeline
McKinley Carter Wealth Services, Inc.30,023$4.15M0.22%-4913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC29,700$4.11M<0.01%-43,40013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.29,486$4.08M0.05%+18,34113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources29,125$4.03M<0.01%+8,65613F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC28,922$4M0.08%-8,48713F-HRTimelineGroup
Golden State Wealth Management, LLC28,278$3.91M0.43%-13513F-HRTimeline
Bluespring Wealth Management, LLC27,454$3.8M0.33%-13613F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC27,318$3.78M3.1%013F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.27,273$3.77M2.76%-17813F-HRTimeline
SIGNATUREFD, LLC27,052$3.74M0.06%-5313F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM27,000$3.73M0.46%-242,00013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB26,854$3.71M0.09%-1,32513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC26,800$3.7M<0.01%-43,20013F-HRTimeline
MainStreet Investment Advisors LLC26,764$3.7M0.5%-1,32513F-HRTimeline
JENNISON ASSOCIATES LLC26,487$3.66M<0.01%-30,47013F-HRTimeline
Arkos Global Advisors26,448$3.66M0.47%+14113F-HRTimeline
WADDELL & ASSOCIATES, LLC25,247$3.49M0.3%013F-HRTimeline
PFW Advisors LLC25,233$3.49M1.03%+21113F-HRTimeline
CATALYST PRIVATE WEALTH, LLC25,199$3.48M1.53%013F-HRTimeline
Union Bancaire Privee, UBP SA14,920$3.39M0.05%+3,08413F-HRTimeline
QUADRANT CAPITAL GROUP LLC24,491$3.39M0.11%-413F-HRTimeline
St. Louis Trust Co24,015$3.32M0.41%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC23,879$3.3M<0.01%-4,52713F-HRTimelineGroup
RFP Financial Group LLC27,943$3.28M1.34%-90313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC23,658$3.27M0.03%013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…23,582$3.26M0.03%+11,85713F-HRTimelineGroup
CKW FINANCIAL GROUP22,668$3.15M0.34%+59813F-HRTimeline
RDA Financial Network22,705$3.14M0.77%-73113F-HRTimeline
Rathbones Group PLC22,604$3.12M0.01%+4,45113F-HRTimeline
Pure Financial Advisors, LLC22,573$3.12M0.05%+1,75213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd22,234$3.07M0.17%+11,93513F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC22,162$3.06M0.46%-1,20213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding22,119$3.06M+300Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.22,005$3.04M<0.01%-113F-HRTimelineGroup
Sanctuary Advisors, LLC21,822$3.02M0.02%+7,15113F-HR/ATimeline
Aries Wealth Management21,382$2.96M0.7%+30813F-HRTimeline
Sharkey, Howes & Javer21,330$2.95M0.38%-1,07113F-HRTimeline
Fluent Financial, LLC20,870$2.89M1.13%+73613F-HRTimeline
MAI Capital Management20,702$2.86M0.02%-24513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC20,501$2.83M0.2%+2,53613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC20,456$2.83M0.02%-1,95413F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…20,335$2.81M0.08%+90913F-HRTimelineGroup
BRIGHTON JONES LLC20,260$2.8M0.07%-30213F-HRTimeline
Beverly Hills Private Wealth, LLC20,213$2.79M0.49%new13F-HRTimeline
Sellwood Investment Partners LLC20,163$2.79M1.11%new13F-HRTimeline
BLAIR WILLIAM & CO/IL20,085$2.78M0.01%+12,97913F-HRTimeline
Arcus Capital Partners, LLC20,040$2.77M1.21%013F-HRTimeline
Summit Financial, LLC20,015$2.77M0.04%+5,40513F-HRTimeline
Bleakley Financial Group, LLC19,712$2.72M0.06%-12713F-HRTimeline
Wick Capital Partners, LLC19,632$2.71M0.65%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,026$2.63M0.02%+14813F-HRTimelineGroup
Hirtle & Co., LLC18,551$2.56M0.09%-27,50013F-HRTimeline
Greystone Financial Group, LLC18,178$2.51M0.39%+4713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding17,927$2.48M+12,358Timeline
Avidian Wealth Enterprises, LLC17,831$2.46M0.09%-18813F-HRTimeline
Clarus Wealth Advisors17,582$2.45M1.09%+20113F-HRTimeline
Fund Evaluation Group, LLC17,571$2.43M0.09%-88513F-HRTimeline
ASPIRIANT, LLC17,316$2.39M0.07%-5813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC17,298$2.39M0.01%+56613F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,002$2.35M<0.01%-27,63813F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP16,930$2.34M0.11%new13F-HRTimeline
Strategic Blueprint, LLC16,693$2.31M0.1%+8613F-HRTimeline
Veltria Advisors Corp.16,331$2.26M9.94%+113F-HRTimeline
GQG Partners LLC16,290$2.25M<0.01%+10,59613F-HRTimeline
Strategic Family Wealth Counselors, L.L…16,007$2.21M0.57%+14313F-HRTimeline
Roth Financial Partners LLC15,756$2.18M0.73%013F-HRTimeline
Midwest Heritage Bank, FSB15,486$2.14M0.76%-16113F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd14,928$2.06M0.47%013F-HRTimelineGroup
Activest Wealth Management14,891$2.06M0.42%-1,47813F-HRTimeline
Austin Wealth Management, LLC14,774$2.05M0.32%-21013F-HRTimeline
Summit Trail Advisors, LLC14,733$2.04M0.03%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …14,660$2.03M0.03%013F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC14,646$2.02M1.87%+80813F-HRTimeline
Pictet North America Advisors SA14,605$2.02M0.19%-1,18413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO14,583$2.02M0.04%+72413F-HRTimeline
Saranac Partners Ltd14,500$2M0.36%+60013F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC14,443$2M0.13%+21813F-HRTimelineGroup
World Investment Advisors14,081$1.95M0.04%-71413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…13,756$1.9M0.01%-10013F-HRTimelineGroup
Astoria Strategic Wealth, Inc.13,433$1.86M0.47%-18713F-HRTimeline
Wealthfront Advisers LLC13,372$1.85M<0.01%-34213F-HRTimeline
CIBC WORLD MARKET INC.13,247$1.83M<0.01%-33213F-HRTimeline
G&S Capital LLC13,194$1.82M0.67%+28213F-HRTimeline
Haverford Trust Co13,052$1.8M0.02%013F-HRTimeline
SYM FINANCIAL Corp12,962$1.79M0.19%-59013F-HRTimeline
MML INVESTORS SERVICES, LLC12,896$1.78M<0.01%-93213F-HRTimeline
Secure Asset Management, LLC12,782$1.78M0.29%+5,17113F-HRTimeline
Empirical Finance, LLC12,816$1.77M0.08%013F-HRTimeline
RWA WEALTH PARTNERS, LLC12,687$1.75M0.02%-1,86913F-HRTimeline
Laird Norton Wetherby Wealth Management…12,599$1.74M0.07%013F-HRTimeline
AMG National Trust Bank12,543$1.73M0.04%-513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,542$1.73M0.03%-98013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC12,500$1.73M0.31%013F-HRTimelineGroup
SCOTIA CAPITAL INC.12,435$1.72M0.01%-31013F-HRTimeline
Lifelong Wealth Advisors, Inc.12,332$1.7M0.51%-3413F-HRTimeline
Choate Investment Advisors12,223$1.69M0.03%-1213F-HRTimeline
CHOREO, LLC12,049$1.67M0.02%-87313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,013$1.66M<0.01%+5,72413F-HRTimelineGroup
GC Wealth Management RIA, LLC11,936$1.65M0.05%+9,08313F-HRTimeline
Great Waters Wealth Management11,834$1.64M0.19%+4213F-HRTimeline
Landing Point Financial Group, LLC11,706$1.62M0.84%+1,58613F-HRTimeline
Prime Capital Investment Advisors, LLC11,650$1.61M0.02%-19613F-HRTimeline
TFO Wealth Partners, LLC11,616$1.61M0.26%013F-HRTimeline
Valeo Financial Advisors, LLC11,347$1.57M0.04%+95713F-HRTimeline
NewEdge Wealth, LLC11,132$1.56M0.02%-44313F-HRTimeline
Capital Investment Advisory Services, L…11,161$1.54M0.12%-2613F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,155$1.54M0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,083$1.53M<0.01%+99813F-HRTimelineGroup
Sigma Planning Corp11,045$1.53M0.04%+6,47413F-HRTimeline
NewEdge Advisors, LLC10,796$1.49M0.01%-34213F-HRTimeline
WestEnd Advisors, LLC10,763$1.49M0.03%-74613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA10,556$1.46M0.06%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC10,555$1.46M0.46%013F-HRTimeline
Caprock Group, LLC10,912$1.46M0.04%13F-HRTimeline
Moran Wealth Management, LLC10,520$1.45M0.04%+1,27013F-HRTimeline
Peregrine Asset Advisers, Inc.10,412$1.44M0.43%-5913F-HRTimeline
Global Retirement Partners, LLC10,341$1.43M0.03%+1,19113F-HRTimeline
JMG Financial Group, Ltd.10,000$1.38M0.04%013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…10,000$1.38M<0.01%013F-HRTimeline
Merit Financial Group, LLC9,961$1.38M0.01%-813F-HR/ATimeline
Mesirow Financial Investment Management…9,845$1.36M0.02%+113F-HRTimeline
Wellspring Financial Advisors, LLC9,492$1.31M0.12%013F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC9,427$1.3M0.02%+96713F-HRTimeline
Financial Engines Advisors L.L.C.9,347$1.29M<0.01%+3,90813F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …9,128$1.26M0.01%+213F-HRTimelineGroup
Montecito Bank & Trust9,060$1.25M0.19%13F-HRTimeline
Saxony Capital Management, LLC9,050$1.25M0.82%-88213F-HRTimeline
Uniting Wealth Partners, LLC8,926$1.23M0.29%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,926$1.23M0.01%+1,56013F-HRTimelineGroup
YHB Investment Advisors, Inc.8,925$1.23M0.09%-37513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,866$1.23M0.01%+4513F-HRTimelineGroup
Sierra Capital LLC8,857$1.22M0.13%013F-HRTimeline
SIMON QUICK ADVISORS, LLC8,842$1.22M0.06%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,828$1.22M0.02%-52113F-HRTimelineGroup
Northside Capital Management, LLC8,775$1.21M0.11%-39,33413F-HRTimeline
NavPoint Financial, Inc.8,717$1.21M0.63%013F-HRTimeline
Joel Adams & Associates, Inc.8,714$1.2M0.97%new13F-HRTimeline
Stonebrook Private Inc.8,690$1.2M0.26%-16813F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,653$1.2M0.02%+6713F-HRTimeline
Beacon Pointe Advisors, LLC8,421$1.16M0.01%+3,22613F-HRTimeline
Columbus Macro, LLC8,355$1.16M0.13%-42313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,300$1.15M0.03%013F-HRTimeline
Sonoma Private Wealth LLC8,260$1.14M1.36%013F-HRTimeline
First National Trust Co8,073$1.12M0.04%new13F-HRTimeline
Modern Wealth Management, LLC8,067$1.12M0.02%-25113F-HRTimeline
Ewing Morris & Co. Investment Partners …8,000$1.11M0.47%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,946$1.1M<0.01%+2,60713F-HRTimelineGroup
Advisory Services Network, LLC7,926$1.1M0.02%+32913F-HRTimeline
NTV Asset Management LLC7,746$1.07M0.12%013F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC7,732$1.07M0.36%new13F-HRTimeline
Patten Group, Inc.7,712$1.07M0.21%+413F-HRTimeline
SFMG, LLC7,592$1.05M0.07%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP7,476$1.03M0.01%+14613F-HR/ATimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,407$1.02M0.02%-15,65013F-HRTimelineGroup
Avior Wealth Management, LLC7,338$1.01M0.03%013F-HRTimeline
Longview Financial Advisors LLC7,272$1.01M0.58%-1413F-HRTimeline
WHITTIER TRUST CO7,193$1M0.01%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT7,136$986K0.11%+10713F-HRTimeline
&PARTNERS6,992$967K0.01%013F-HRTimeline
Winthrop Advisory Group LLC6,925$957K0.08%+5613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,895$953K0.04%013F-HRTimelineGroup
Sunflower Bank, N.A.6,885$952K0.23%-10013F-HRTimeline
Wealth Architects, LLC6,816$942K0.09%-32613F-HRTimeline
Trek Financial, LLC6,656$920K0.05%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,631$917K0.06%-2513F-HRTimeline
KBC Group NVin group KBC Group NV6,609$914K<0.01%013F-HRTimelineGroup
Ifrah Financial Services, Inc.6,521$901K0.23%-4913F-HRTimeline
MATHER GROUP, LLC.6,516$901K0.01%-19613F-HRTimeline
Abound Wealth Management6,490$897K0.22%+6,44513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC6,418$887K<0.01%-63,38413F-HRTimelineGroup
Apeiron RIA LLC6,436$887K0.2%-22513F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…6,349$874K<0.01%+87413F-HRTimelineGroup
BAILARD, INC.6,274$867K0.02%013F-HRTimeline
WEDBUSH SECURITIES INC6,197$857K0.03%-2,45013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,131$842K<0.01%+2,69313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding6,061$838K+486Timeline
Arkadios Wealth Advisors6,026$833K0.02%013F-HRTimeline
Ballew Advisors, Inc6,016$828K0.46%013F-HRTimeline
GenTrust, LLC5,944$822K0.04%-5413F-HRTimeline
WEXFORD CAPITAL LP5,931$820K0.25%013F-HRTimeline
Advisory Alpha, LLC5,843$814K0.02%+37213F-HRTimeline
Joel Isaacson & Co., LLC5,828$806K0.03%013F-HRTimeline
Chicago Partners Investment Group LLC5,584$796K0.02%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …5,930$796K0.09%new13F-HRTimelineGroup
Bellwether Advisors, LLC5,716$790K0.13%+19213F-HRTimeline