Skip to content
Disclosery

ACWI ISHARES TR

Follow

MSCI ACWI ETF (fund)

829 managers (842 13F filers) reported a position in ACWI shares at 2026-06-30, 97,618,246 shares in all. 78 filers opened a position and 38 filers sold out during the quarter.

Managers
829
13F filers
842
New
78
Added
299
Reduced
247
Sold out
38
Shares held by filers
97,618,246

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,222$1.29M0.02%-2813F-HRTimelineGroup
Sonoma Private Wealth LLC8,080$1.27M1.36%-18013F-HRTimeline
Ewing Morris & Co. Investment Partners …8,000$1.26M0.66%013F-HRTimeline
K.J. Harrison & Partners Inc7,950$1.25M0.18%+1,74813F-HRTimeline
Sage Mountain Advisors LLC7,820$1.23M0.08%013F-HRTimeline
Avior Wealth Management, LLC7,754$1.22M0.03%new13F-HRTimeline
NTV Asset Management LLC7,751$1.22M0.12%+313F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC7,691$1.21M0.01%-7,73013F-HRTimeline
Stonebrook Private Inc.7,626$1.2M0.22%-60513F-HRTimeline
KBC Group NVin group KBC Group NV7,602$1.19M<0.01%-1713F-HRTimelineGroup
Highland Investment Advisors LLC7,541$1.18M0.52%13F-HRTimeline
Modern Wealth Management, LLC7,520$1.18M0.01%+47813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP7,431$1.17M0.01%-60013F-HRTimelineGroup
Patten Group, Inc.7,391$1.16M0.18%-55713F-HRTimeline
Activest Wealth Management7,355$1.15M0.22%-4,15913F-HRTimeline
Winthrop Advisory Group LLC7,254$1.14M0.08%+1013F-HRTimeline
XP Advisory US, Inc.7,155$1.12M0.62%13F-HRTimeline
YHB Investment Advisors, Inc.7,120$1.12M0.07%-42513F-HRTimeline
RFG Advisory, LLC7,076$1.11M0.02%+20813F-HRTimeline
WHITTIER TRUST CO6,982$1.1M0.01%-17513F-HRTimeline
Columbus Macro, LLC7,026$1.1M0.11%-19913F-HRTimeline
Logan Stone Capital, LLC6,939$1.09M0.23%013F-HRTimeline
&PARTNERS6,920$1.09M<0.01%+613F-HRTimeline
Cassia Capital Partners, LLC6,902$1.08M0.53%+45513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,895$1.08M0.04%013F-HRTimelineGroup
Longview Financial Advisors LLC6,847$1.07M0.53%-31813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT6,793$1.07M0.11%-78513F-HRTimeline
EIGHT 31 FINANCIAL, LLC6,790$1.07M0.63%+43713F-HRTimeline
Trek Financial, LLC6,758$1.06M0.05%+4313F-HRTimeline
Financial Engines Advisors L.L.C.6,690$1.05M<0.01%-4713F-HRTimeline
BigSur Wealth Management LLC6,600$1.04M0.25%+6,00013F-HRTimeline
Wealth Architects, LLC6,567$1.03M0.08%-23513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,515$1.02M0.06%-6713F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC6,505$1.02M0.15%+11513F-HRTimeline
Abound Wealth Management6,490$1.02M0.2%013F-HRTimeline
FIDUCIENT ADVISORS LLC6,486$1.02M0.15%-58313F-HRTimeline
BAILARD, INC.6,414$1.01M0.02%+113F-HRTimeline
SFMG, LLC6,362$999K0.06%013F-HRTimeline
Apeiron RIA LLC6,330$994K0.25%013F-HRTimeline
Arkadios Wealth Advisors6,281$986K0.02%+513F-HRTimeline
Gutierrez Wealth Advisory, LLC6,234$979K0.57%+1,58413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,233$978K0.07%013F-HRTimeline
Manhattan West Asset Management, LLC6,166$968K0.16%new13F-HRTimeline
Farther Finance Advisors, LLC6,141$964K0.01%-1,36613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,122$961K<0.01%-2,89013F-HRTimelineGroup
Ifrah Financial Services, Inc.6,095$957K0.23%-2313F-HRTimeline
Signet Private Wealth LLC6,050$950K0.76%+25013F-HRTimeline
Robertson Stephens Wealth Management, L…6,046$949K0.02%+1,35513F-HRTimeline
Vertrix Wealth Management, LLC5,991$940K0.32%+46813F-HRTimeline
Ballew Advisors, Inc6,016$939K0.49%013F-HRTimeline
Integrated Wealth Concepts LLC5,977$938K<0.01%+1,01913F-HRTimeline
READYSTATE ASSET MANAGEMENT LP5,957$935K0.04%new13F-HRTimeline
Bellwether Advisors, LLC5,951$934K0.14%+20313F-HRTimeline
WEXFORD CAPITAL LP5,931$931K0.13%013F-HRTimeline
Snowden Capital Advisors LLC5,930$931K0.02%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,920$929K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,871$922K<0.01%-11413F-HRTimelineGroup
Scarborough Advisors, LLC5,805$908K0.1%+4,55813F-HRTimeline
TIAAgroup of 2 filers holding5,765$905K+2,154Timeline
Forum Finance Group S.A.7,069$897K0.32%+1,24213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,696$894K<0.01%-98513F-HRTimelineGroup
Dana Investment Advisors, Inc.5,651$887K0.02%+9913F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC5,501$863K0.52%013F-HRTimeline
Chicago Partners Investment Group LLC5,586$862K0.02%+113F-HRTimeline
Evolution Wealth Advisors, LLC5,464$858K0.1%+713F-HRTimeline
J.W. COLE ADVISORS, INC.5,448$855K0.01%new13F-HRTimeline
St. Louis Trust Co24,068$854K0.1%+2313F-HRTimeline
Port Capital LLC5,383$845K0.03%+3,20813F-HRTimeline
Aaron Wealth Advisors LLC5,366$842K0.04%013F-HRTimeline
Cedarwood Wealth LLC5,361$842K0.64%+513F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC5,353$840K0.02%-6413F-HRTimeline
Annandale Capital, LLC5,200$816K0.12%-1113F-HRTimeline
BOSTON FAMILY OFFICE LLC5,175$812K0.05%013F-HRTimeline
Joel Isaacson & Co., LLC5,138$807K0.02%013F-HRTimeline
Pine Valley Investments Ltd Liability Co5,117$803K0.03%+213F-HRTimeline
Summit Wealth Partners, LLC5,113$803K0.11%013F-HRTimeline
WEDBUSH SECURITIES INC5,111$802K0.02%+2,08813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,100$801K<0.01%new13F-HRTimeline
Kings Path Partners LLC5,085$798K0.21%013F-HRTimeline
Shum Financial Group, Inc.5,073$796K0.48%+47113F-HRTimeline
MATHER GROUP, LLC.5,063$795K0.01%-25613F-HRTimeline
Altman Advisors, Inc.5,056$794K0.28%new13F-HRTimeline
Koshinski Asset Management, Inc.5,054$793K0.04%+36213F-HRTimeline
Daybright Advisory Services, Inc.5,061$792K0.19%+513F-HRTimeline
GDS Wealth Management4,962$779K0.04%013F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.4,910$771K0.11%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,845$761K0.01%013F-HRTimelineGroup
MANAGED ASSET PORTFOLIOS, LLC4,825$757K0.09%-64713F-HRTimeline
Balboa Wealth Partners4,796$753K0.1%+2,24313F-HRTimeline
Courage Miller Partners, LLC4,750$746K0.2%013F-HRTimeline
IMC-Chicago, LLC4,743$745K0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC4,740$744K0.07%+12613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding4,659$731K-95Timeline
Sowell Financial Services LLC4,612$724K0.02%-2613F-HRTimeline
NBH Bank4,594$721K0.3%13F-HRTimeline
New Capital Management LP4,575$718K0.16%013F-HRTimeline
Asempa Wealth Advisors4,569$717K0.55%+1213F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…4,546$714K0.02%-16513F-HRTimelineGroup
Capital Investment Advisors, LLC4,543$713K0.01%-63513F-HRTimeline
CERTUITY, LLC4,514$709K0.03%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,513$708K0.03%-3213F-HRTimeline
RTD Financial Advisors, Inc.4,500$706K0.08%013F-HRTimeline
Metis Global Partners, LLC4,495$706K0.02%-513,33913F-HRTimeline
Syntegra Private Wealth Group, LLC4,384$688K0.05%013F-HRTimeline
Accurate Wealth Management, LLC4,358$687K0.07%013F-HRTimeline
Edgestream Partners, L.P.4,375$687K0.02%+82713F-HRTimeline
71 West Capital Partners4,337$681K0.02%013F-HRTimeline
Modus Advisors, LLC4,314$677K0.17%013F-HRTimeline
Johnson Financial Group, LLC4,304$676K0.04%+65113F-HRTimeline
Quotient Wealth Partners, LLC4,290$673K0.02%+31613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC4,264$669K0.18%013F-HRTimeline
Savvy Advisors, Inc.4,246$666K0.01%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,240$666K0.09%+113F-HRTimeline
Brightwater Advisory LLC4,208$661K0.42%013F-HRTimeline
STOCK YARDS BANK & TRUST CO4,200$659K0.02%013F-HR/ATimeline
Magnus Financial Group LLC4,191$658K0.05%+1113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,155$652K0.01%+2313F-HRTimeline
Fairway Wealth LLC4,154$652K0.15%+2613F-HRTimeline
Investment Partners Asset Management, I…4,114$646K0.36%-1,52913F-HRTimeline
Curi Capital, LLC4,094$643K0.01%-11613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,090$642K0.04%013F-HRTimeline
Archford Capital Strategies, LLC4,084$641K0.06%013F-HRTimeline
Orin Green Financial, LLC4,069$639K0.24%+42413F-HRTimeline
HRT FINANCIAL LP4,011$629K<0.01%-1,11613F-HRTimeline
Rather & Kittrell, Inc.3,990$626K0.09%-113F-HRTimeline
HBK Sorce Advisory LLC3,901$626K0.01%-613F-HRTimeline
Americana Partners, LLC3,983$625K0.01%-34013F-HRTimeline
SAX WEALTH ADVISORS, LLC4,392$608K0.02%new13F-HRTimeline
CAPE ANN SAVINGS BANK3,863$606K0.29%013F-HRTimeline
Mutual Advisors, LLC3,861$606K0.01%-4313F-HRTimeline
LVW Advisors, LLC3,853$605K0.05%-34813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding3,799$596K-14,359Timeline
Perigon Wealth Management, LLC3,797$596K0.01%+1,26813F-HRTimeline
ONE Advisory Partners, LLC3,763$591K0.16%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,744$588K0.01%013F-HRTimelineGroup
OpenArc Corporate Advisory, LLC3,683$578K0.01%-1,30013F-HRTimeline
Financial Solutions Advisory Group, Inc.3,669$576K0.07%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,641$572K0.06%+4113F-HRTimelineGroup
ALTFEST L J & CO INC3,624$569K0.06%+613F-HRTimeline
NorthStar Asset Management LLC /NJ/567,655$568K0.23%new13F-HRTimeline
Aptus Capital Advisors, LLC3,606$566K<0.01%+11713F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.3,563$559K0.2%-10213F-HRTimeline
Genesis Wealth Advisors, LLC3,555$558K0.33%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,550$557K0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,489$548K0.01%+39313F-HRTimelineGroup
HANCOCK WHITNEY CORP3,481$546K0.01%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,467$544K0.13%-28113F-HRTimeline
Financial Insights, Inc.3,423$537K0.14%new13F-HRTimeline
AA Financial Advisors, LLC3,418$537K0.06%-1613F-HRTimeline
Balentine LLC3,380$531K0.02%-11713F-HRTimeline
UMB Bank, n.a.3,376$530K0.01%-14213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Regatta Research & Money Management3,329$522K0.49%13F-HRTimeline
FSM Wealth Advisors, LLC3,313$520K0.06%+7913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,271$513K0.02%-1,62013F-HRTimeline
BlackDiamond Wealth Management, LLC3,181$512K0.21%+96513F-HRTimeline
High Probability Advisors, LLC3,253$511K0.05%013F-HRTimeline
Hoxton Planning & Management, LLC3,250$510K0.13%+41413F-HRTimeline
American Trust3,210$504K0.04%+7613F-HRTimeline
TKG Advisors, LLC3,206$503K0.17%+713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,254$498K0.01%+16513F-HRTimeline
Modera Wealth Management, LLC3,161$496K0.01%-2813F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…3,140$493K<0.01%-6713F-HRTimelineGroup
Atlas Legacy Advisors, LLC3,127$491K0.07%+1013F-HRTimeline
BEARING POINT CAPITAL, LLC3,087$485K0.07%+26113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK3,083$484K0.06%013F-HRTimelineGroup
Rossmore Private Capital3,065$481K0.04%+16513F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A3,042$478K<0.01%-79513F-HRTimelineGroup
Cordgrass Capital Advisors, LLC3,000$471K0.18%013F-HRTimeline
Banco BTG Pactual S.A.2,978$467K0.06%new13F-HRTimeline
New Republic Capital, LLC2,951$463K0.11%+313F-HRTimeline
First Citizens Asset Management, Inc.2,949$463K0.15%+8613F-HRTimeline
Ruggaard & Associates LLC2,903$456K0.16%013F-HRTimeline
LRI Investments, LLC2,893$454K0.04%-3,83013F-HRTimeline
Allen Capital Group, LLC2,882$452K0.04%013F-HRTimeline
Curated Wealth Partners LLC2,862$449K0.05%+1,12513F-HR/ATimeline
CIDEL ASSET MANAGEMENT INC2,861$449K0.02%+11613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,846$447K<0.01%013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC2,810$441K0.01%new13F-HRTimeline
Midwestern Financial, LLC /IA2,792$438K0.31%-39413F-HRTimeline
Sequent Asset Management, LLC2,774$435K0.18%-4513F-HRTimeline
Total Clarity Wealth Management, Inc.2,750$432K0.08%-90013F-HRTimeline
Hamilton Wealth, LLC2,747$431K0.08%+1213F-HRTimeline
Bridgewater Advisors Inc.2,723$430K0.02%+1613F-HRTimeline
Portland Global Advisors LLC2,726$428K0.04%013F-HRTimeline
LWM ADVISORS INC2,723$427K0.32%-3013F-HRTimeline
Garde Capital, Inc.2,717$426K0.02%013F-HRTimeline
Brand Asset Management Group, Inc.2,704$424K0.09%-7913F-HRTimeline
Great Point Wealth Advisors, LLC2,704$424K0.07%013F-HRTimeline
Trivium Point Advisory, LLC2,703$424K0.04%013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,697$423K<0.01%013F-HRTimeline
Stonebridge Capital Advisors LLC2,694$423K0.03%013F-HRTimeline
Fulton Bank, N.A.2,686$422K0.01%013F-HRTimeline
SmartHarvest Portfolios, LLC2,670$419K0.14%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.2,630$413K0.1%+1,90213F-HRTimelineGroup
Seven Post Investment Office LP2,494$391K0.11%013F-HRTimeline
SAXON INTERESTS, INC.2,485$390K0.11%+89513F-HRTimeline
Bulltick Wealth Management, LLC2,482$390K0.08%+26413F-HRTimeline
Gladstone Institutional Advisory LLC2,464$387K0.01%+6613F-HRTimeline
Capasso Planning Partners LLC2,452$385K0.19%+4113F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.2,450$385K0.3%+46013F-HRTimeline