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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
HIGHLAND CAPITAL MANAGEMENT, LLC6,040$710K0.04%013F-HRTimeline
Quantinno Capital Management LP6,019$707K0.01%-1,92913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,002$705K0.05%+3313F-HRTimeline
GenTrust, LLC5,988$704K0.03%-1,53113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,988$704K0.01%-97313F-HRTimelineGroup
Ballew Advisors, Inc6,016$700K0.45%+12813F-HRTimeline
Joel Isaacson & Co., LLC5,828$685K0.03%013F-HRTimeline
Summit Wealth Partners, LLC5,735$674K0.14%013F-HRTimeline
Souders Financial Advisors5,721$672K0.09%new13F-HRTimeline
Capasso Planning Partners LLC5,624$661K0.26%+1,04813F-HRTimeline
Strategic Financial Partners, Ltd.5,620$660K0.34%-7513F-HRTimeline
GRIES FINANCIAL LLC5,575$655K0.12%013F-HRTimeline
&PARTNERS5,480$649K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC5,504$647K0.02%-2713F-HRTimeline
Advisory Alpha, LLC5,457$641K0.02%013F-HRTimeline
ALTFEST L J & CO INC5,455$641K0.08%+813F-HRTimeline
Financial Engines Advisors L.L.C.5,442$639K<0.01%-1813F-HRTimeline
Evolution Wealth Advisors, LLC5,441$639K0.11%+1013F-HRTimeline
Balentine LLC5,371$631K0.03%-1113F-HRTimeline
Aaron Wealth Advisors LLC5,366$631K0.07%013F-HRTimeline
GDS Wealth Management5,339$627K0.06%013F-HRTimeline
One Capital Management, LLC5,250$617K0.02%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,194$610K0.04%+8213F-HRTimeline
Bellwether Advisors, LLC5,176$608K0.11%+3713F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…5,173$608K0.01%+6813F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC5,134$603K<0.01%-30,08013F-HRTimelineGroup
Alpha Cubed Investments, LLC5,097$599K0.03%-11513F-HRTimeline
Annandale Capital, LLC5,072$596K0.12%new13F-HRTimeline
Beacon Pointe Advisors, LLC5,053$594K0.01%+1,80313F-HRTimeline
Sigma Planning Corp5,015$589K0.02%-5813F-HRTimeline
EIGHT 31 FINANCIAL, LLC4,997$587K0.44%-90613F-HRTimeline
2UniFi Bank4,950$582K0.39%13F-HRTimeline
Quotient Wealth Partners, LLC4,925$579K0.02%-63113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding4,916$578K-108Timeline
Alhambra Investment Management LLC4,909$577K0.3%-5,94513F-HRTimeline
Edge Capital Group, LLC4,878$573K0.03%+56413F-HRTimeline
Rather & Kittrell, Inc.4,871$572K0.13%-1013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC4,817$566K0.22%+1,08313F-HRTimeline
Chicago Partners Investment Group LLC4,767$563K0.02%+1513F-HRTimeline
Compass Investment Advisers LLC4,780$562K1.63%13F-HRTimeline
RFG Advisory, LLC4,755$559K0.02%+31213F-HRTimeline
Courage Miller Partners, LLC4,750$558K0.19%013F-HRTimeline
New Capital Management LP4,674$549K0.16%+2513F-HRTimeline
GTS SECURITIES LLC4,666$548K0.03%-1,41013F-HRTimeline
Pine Valley Investments Ltd Liability Co4,620$543K0.04%+27613F-HRTimeline
Provenance Wealth Advisors, LLC4,614$542K0.07%013F-HRTimeline
Advisors Capital Management, LLC4,507$530K0.01%new13F-HRTimeline
Dana Investment Advisors, Inc.4,471$525K0.02%-6813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,324$525K0.03%+23113F-HRTimeline
J.W. COLE ADVISORS, INC.4,432$521K0.02%+19213F-HRTimeline
Belvedere Trading LLC4,432$521K0.04%+3,62313F-HRTimeline
Syntegra Private Wealth Group, LLC4,384$515K0.06%-4313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,346$511K<0.01%-18,18613F-HRTimelineGroup
Brightwater Advisory LLC4,340$510K0.4%-2,83213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,335$509K0.05%-15013F-HRTimeline
Abundance Wealth Counselors4,325$508K0.11%new13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV4,322$508K0.18%-10013F-HRTimeline
Modus Advisors, LLC4,314$507K0.16%013F-HRTimeline
Magnus Financial Group LLC4,313$507K0.05%-1,10513F-HRTimeline
HRT FINANCIAL LP4,312$506K<0.01%-1,95413F-HRTimeline
Accurate Wealth Management, LLC4,312$502K0.1%013F-HRTimeline
STOCK YARDS BANK & TRUST CO4,200$494K0.02%013F-HRTimeline
LVW Advisors, LLC4,199$493K0.06%-6813F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,198$493K0.1%-5713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…4,172$490K0.05%+39913F-HR/ATimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd4,140$486K0.04%+49013F-HRTimelineGroup
Mutual Advisors, LLC4,092$485K0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC4,098$482K0.02%+2,38713F-HRTimeline
GC Wealth Management RIA, LLC4,032$474K0.08%013F-HRTimeline
Americana Partners, LLC4,012$471K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,000$470K0.01%013F-HRTimelineGroup
Belpointe Asset Management LLC3,995$467K0.03%013F-HRTimeline
GR FINANCIAL GROUP, LLC3,943$463K0.08%-1613F-HRTimeline
LEE DANNER & BASS INC3,922$461K0.04%-95013F-HRTimeline
ONE Advisory Partners, LLC3,916$460K0.2%-5013F-HRTimeline
IFP Advisors, Inc3,874$455K0.01%+40113F-HRTimeline
Parcion Private Wealth LLC3,817$448K0.03%013F-HRTimeline
American Trust3,770$443K0.03%new13F-HRTimeline
First Citizens Asset Management, Inc.3,761$442K0.16%-49613F-HR/ATimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,748$440K<0.01%-3,80013F-HRTimeline
Clearview Wealth Advisors LLC3,742$440K0.33%013F-HRTimeline
CAPE ANN SAVINGS BANK3,713$436K0.26%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,707$436K0.01%013F-HRTimelineGroup
CERTUITY, LLC3,684$433K0.05%new13F-HRTimeline
Caprock Group, LLC3,669$431K0.01%new13F-HRTimeline
Hemington Wealth Management3,662$430K0.11%-29313F-HRTimeline
LGT Financial Advisors LLC3,646$428K0.95%-15113F-HRTimeline
Genesis Wealth Advisors, LLC3,644$428K0.37%13F-HRTimeline
Financial Management Professionals, Inc.3,615$425K0.05%+1,44513F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…3,560$418K0.02%+313F-HRTimelineGroup
UMB Bank, n.a.3,520$414K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GM Advisory Group, LLC3,493$410K0.02%+36813F-HRTimeline
HANCOCK WHITNEY CORP3,485$409K0.01%013F-HRTimeline
AA Financial Advisors, LLC3,456$406K0.11%013F-HRTimeline
WEXFORD CAPITAL LP3,455$406K0.1%-52,96113F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,431$403K0.01%013F-HRTimelineGroup
Garde Capital, Inc.3,344$393K0.03%013F-HRTimeline
Robertson Stephens Wealth Management, L…3,332$392K0.01%+6813F-HRTimeline
Modera Wealth Management, LLC3,312$389K<0.01%+6813F-HRTimeline
High Probability Advisors, LLC3,253$382K0.07%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC3,216$378K0.08%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,182$374K0.09%-37513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,179$374K0.01%-10813F-HRTimeline
Hoxton Planning & Management, LLC3,176$373K0.14%-6113F-HRTimeline
Cyr Financial Inc.3,124$367K0.33%-34513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,096$364K0Timeline
HBK Sorce Advisory LLC3,069$361K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC3,060$360K<0.01%+20713F-HRTimeline
New Republic Capital, LLC3,044$358K0.23%-4,15813F-HRTimeline
Cordgrass Capital Advisors, LLC3,000$352K0.1%013F-HRTimeline
Blue Edge Capital, LLC2,981$350K0.06%+313F-HRTimeline
DSG Capital Advisors, LLC2,921$343K0.06%13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,916$343K<0.01%013F-HRTimelineGroup
TKG Advisors, LLC2,797$341K0.16%-3213F-HRTimeline
Rossmore Private Capital2,900$341K0.04%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,887$339K<0.01%013F-HRTimelineGroup
Sequent Asset Management, LLC2,873$338K0.17%013F-HRTimeline
Aptus Capital Advisors, LLC2,857$336K<0.01%+4213F-HRTimeline
Regal Investment Advisors LLC2,827$332K0.02%-7813F-HRTimeline
Brand Asset Management Group, Inc.2,816$331K0.13%+26713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,814$331K0.01%+113F-HRTimelineGroup
Ruggaard & Associates LLC2,813$331K0.14%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,754$324K<0.01%new13F-HRTimelineGroup
LWM ADVISORS INC2,753$323K0.32%13F-HRTimeline
Portland Global Advisors LLC2,726$320K0.04%013F-HRTimeline
Perigon Wealth Management, LLC2,697$320K0.01%-2513F-HRTimeline
Global Strategic Investment Solutions, …2,717$319K0.04%013F-HRTimeline
Trivium Point Advisory, LLC2,703$318K0.04%013F-HRTimeline
Belmont Capital, LLC2,697$317K0.05%013F-HRTimeline
Stonebridge Capital Advisors LLC2,694$317K0.03%013F-HRTimeline
Prospera Financial Services Inc2,686$316K0.01%-1413F-HRTimeline
Weil Company, Inc.2,645$311K0.11%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC2,642$307K0.03%013F-HRTimelineGroup
COUNTRY CLUB BANK2,595$306K0.02%-16513F-HRTimeline
SAPIENT CAPITAL LLC2,587$304K0.01%+12113F-HRTimeline
Cassia Capital Partners, LLC2,579$303K0.19%-7,48813F-HRTimeline
Farther Finance Advisors, LLC2,561$301K0.01%-113F-HRTimeline
Total Clarity Wealth Management, Inc.2,550$300K0.1%013F-HRTimeline
Friedenthal Financial2,538$298K0.17%-6913F-HRTimeline
Battery Global Advisors, LLC2,523$296K0.16%+1113F-HRTimeline
NAVELLIER & ASSOCIATES INC2,510$295K0.04%new13F-HRTimeline
Stonebridge Financial Group, LLC2,499$294K0.03%13F-HRTimeline
Seven Post Investment Office LP2,488$292K0.11%013F-HRTimeline
Balboa Wealth Partners2,446$287K0.07%+28413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,445$287K<0.01%-3,72913F-HRTimelineGroup
Princeton Global Asset Management LLC2,435$286K0.05%+44613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,420$284K0.01%new13F-HRTimeline
Provident Wealth Management, LLC2,417$284K0.09%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,412$283K0.01%new13F-HRTimeline
Warburton Capital Management, LLC2,381$279K0.21%13F-HRTimeline
Highlander Partners, L.P.2,360$277K0.16%013F-HRTimeline
Ironwood Wealth Management, LLC.2,358$277K0.09%+6313F-HRTimeline
Heritage Family Offices, LLP2,357$277K0.14%-6313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,349$276K<0.01%013F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM2,349$276K0.04%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,342$275K<0.01%+98413F-HRTimelineGroup
Modern Wealth Management, LLC2,329$274K0.01%-9313F-HR/ATimeline
Alteri Wealth LLC2,313$272K0.08%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,306$271K0.01%+1,51513F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,303$271K0.01%new13F-HR/ATimeline
HARRIS ASSOCIATES L P2,300$270K<0.01%-1,12513F-HRTimeline
Symmetry Partners, LLC2,295$270K0.04%new13F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.2,290$269K<0.01%013F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC2,269$267K0.06%-29513F-HRTimeline
Pathway Financial Advisors LLC2,269$267K0.06%new13F-HRTimeline
Baker Avenue Asset Management, LP2,257$265K0.01%-113F-HRTimeline
Allworth Financial LP2,177$264K<0.01%+37313F-HRTimeline
PDS Planning, Inc2,222$261K0.02%013F-HRTimeline
Chesley Taft & Associates LLC2,220$261K0.01%013F-HRTimeline
Veridan Wealth LLC2,152$259K0.12%13F-HRTimeline
MGO ONE SEVEN LLC2,183$257K0.01%-17113F-HRTimeline
Hamilton Wealth, LLC2,165$254K0.06%+813F-HRTimeline
Eagle Strategies LLC2,162$254K0.04%+1113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,154$253K0.05%+1,05313F-HRTimeline
FAS Wealth Partners, Inc.2,149$252K0.02%+88513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2,130$250K0.12%013F-HRTimeline
Crewe Advisors LLC2,111$248K0.03%013F-HRTimeline
Grayhawk Investment Strategies Inc.2,100$247K0.47%013F-HRTimeline
Traveka Wealth, LLC2,096$246K0.14%013F-HRTimeline
Summit Financial Strategies, Inc.2,077$244K0.03%+113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,074$244K<0.01%+3413F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC2,022$238K0.14%-39213F-HRTimeline
Rehmann Capital Advisory Group2,012$236K0.01%+113F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,006$236K0.08%013F-HRTimeline
J2 Capital Management Inc2,000$235K0.22%13F-HRTimeline
Port Capital LLC2,000$235K0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,985$233K0.01%013F-HR/ATimeline
Cornerstone Advisory, LLC1,861$230K0.03%new13F-HRTimeline
Efficient Advisors, LLC1,927$226K0.01%new13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,908$224K0.03%-16913F-HRTimeline
Blue Chip Partners, LLC1,906$224K0.02%+513F-HRTimeline
Simplicity Wealth,LLC1,880$221K0.05%-4,13113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,870$220K0.05%-13713F-HRTimeline
McKinley Carter Wealth Services, Inc.1,849$217K0.01%-1813F-HRTimeline
Rodgers & Associates, LTD1,839$216K0.03%013F-HRTimeline
LEUTHOLD GROUP, LLC1,837$216K0.03%-9413F-HRTimeline
EMORY UNIVERSITY1,817$213K0.31%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,814$213K<0.01%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.1,797$211K0.02%013F-HRTimeline
GEN Financial Management, INC.1,788$210K0.14%13F-HRTimeline