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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
2UniFi Bank4,950$598K0.39%013F-HRTimeline
Summit Wealth Partners, LLC5,113$595K0.12%-62213F-HRTimeline
GDS Wealth Management5,085$592K0.05%-25413F-HRTimeline
Alpha Cubed Investments, LLC4,927$573K0.03%-17013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC4,891$569K0.03%-1,14913F-HRTimeline
Sowell Financial Services LLC4,868$567K0.03%new13F-HRTimeline
Chicago Partners Investment Group LLC4,767$565K0.02%013F-HRTimeline
Dana Investment Advisors, Inc.4,856$565K0.02%+38513F-HRTimeline
Rather & Kittrell, Inc.4,856$565K0.12%-1513F-HRTimeline
RFG Advisory, LLC4,755$553K0.01%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding4,754$553K-162Timeline
Courage Miller Partners, LLC4,750$553K0.19%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC4,717$549K0.21%-10013F-HRTimeline
New Capital Management LP4,674$544K0.16%013F-HRTimeline
Quotient Wealth Partners, LLC4,655$542K0.02%-27013F-HRTimeline
Provenance Wealth Advisors, LLC4,614$537K0.08%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding4,612$537K+2,167Timeline
Sigma Planning Corp4,532$527K0.02%-48313F-HRTimeline
SYNOVUS FINANCIAL CORP4,516$526K0.01%-22,63013F-HRTimeline
Simplicity Wealth,LLC4,496$523K0.04%+2,61613F-HRTimeline
Alhambra Investment Management LLC4,387$511K0.26%-52213F-HRTimeline
Syntegra Private Wealth Group, LLC4,384$510K0.06%013F-HRTimeline
Brightwater Advisory LLC4,340$505K0.4%013F-HR/ATimeline
ROVIN CAPITAL /UT/ /ADV4,322$503K0.16%013F-HRTimeline
Modus Advisors, LLC4,314$502K0.16%013F-HRTimeline
Belpointe Asset Management LLC4,307$501K0.03%+31213F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC4,245$494K0.2%-4,67813F-HRTimeline
Pine Valley Investments Ltd Liability Co4,216$491K0.03%-40413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,205$489K0.05%-13013F-HRTimeline
STOCK YARDS BANK & TRUST CO4,200$489K0.02%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,198$489K0.09%013F-HRTimeline
SSA SWISS ADVISORS AG4,192$488K0.25%13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…4,127$480K0.05%-4513F-HR/ATimelineGroup
Accurate Wealth Management, LLC4,312$479K0.09%013F-HRTimeline
Magnus Financial Group LLC4,104$478K0.05%-20913F-HRTimeline
Americana Partners, LLC4,102$477K0.02%+9013F-HRTimeline
Archford Capital Strategies, LLC4,084$475K0.07%-4,08713F-HRTimeline
IFP Advisors, Inc4,074$474K0.01%+20013F-HRTimeline
GC Wealth Management RIA, LLC4,032$469K0.09%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,000$466K0.01%013F-HRTimelineGroup
GM Advisory Group, LLC3,934$458K0.02%+44113F-HRTimeline
OAK FAMILY ADVISORS, LLC3,890$453K0.19%-8,30013F-HRTimeline
Mutual Advisors, LLC3,892$452K0.01%-20013F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…3,820$445K0.02%+26013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…3,744$436K0.01%+3713F-HRTimelineGroup
Clearview Wealth Advisors LLC3,742$436K0.33%013F-HRTimeline
ONE Advisory Partners, LLC3,734$435K0.19%-18213F-HRTimeline
J.W. COLE ADVISORS, INC.3,731$434K0.01%-70113F-HRTimeline
CERTUITY, LLC3,684$429K0.04%013F-HRTimeline
CAPE ANN SAVINGS BANK3,683$429K0.27%-3013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A3,671$427K<0.01%-11,31313F-HRTimelineGroup
JFG Wealth Management, LLC3,653$425K0.1%-9,47513F-HRTimeline
Financial Management Professionals, Inc.3,577$416K0.05%-3813F-HRTimeline
New Republic Capital, LLC3,569$415K0.18%+52513F-HRTimeline
Genesis Wealth Advisors, LLC3,555$414K0.34%-8913F-HRTimeline
UMB Bank, n.a.3,520$410K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pathway Financial Advisors LLC3,502$408K0.07%+1,23313F-HRTimeline
HANCOCK WHITNEY CORP3,485$406K0.01%013F-HRTimeline
First Citizens Asset Management, Inc.3,484$406K0.16%-27713F-HR/ATimeline
NOTTINGHAM ADVISORS, INC.3,473$404K0.06%-10,15713F-HRTimeline
AA Financial Advisors, LLC3,456$402K0.1%013F-HRTimeline
LANARK FINANCIAL, INC.3,460$402K0.03%+3,45513F-HRTimeline
Robertson Stephens Wealth Management, L…3,428$399K0.01%+9613F-HRTimeline
Clark Capital Management Group, Inc.3,414$397K<0.01%new13F-HRTimeline
Garde Capital, Inc.3,344$389K0.02%013F-HRTimeline
Modera Wealth Management, LLC3,312$385K0.01%013F-HRTimeline
High Probability Advisors, LLC3,253$379K0.06%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC3,216$374K0.07%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,214$374K<0.01%-4,74113F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO3,182$370K0.09%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,146$366K0.01%+72613F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,120$363K0.01%-31113F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,096$360K0.01%013F-HRTimelineGroup
LVW Advisors, LLC3,077$358K0.04%-1,12213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,072$358K0.01%-10713F-HRTimeline
HBK Sorce Advisory LLC3,069$357K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,048$355K0.06%+89413F-HRTimeline
Hoxton Planning & Management, LLC3,004$350K0.13%-17213F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…3,000$349K<0.01%new13F-HRTimelineGroup
Cordgrass Capital Advisors, LLC3,000$349K0.1%013F-HRTimeline
Aptus Capital Advisors, LLC2,996$349K<0.01%+13913F-HRTimeline
COUNTRY CLUB BANK2,990$348K0.02%+39513F-HRTimeline
Blue Edge Capital, LLC2,982$347K0.06%+113F-HRTimeline
Integrated Wealth Concepts LLC2,966$345K<0.01%-9413F-HRTimeline
GR FINANCIAL GROUP, LLC2,959$344K0.05%-98413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding2,934$341K-19,046Timeline
Ruggaard & Associates LLC2,923$340K0.15%+11013F-HRTimeline
Prospera Financial Services Inc2,914$339K0.01%+22813F-HRTimeline
DSG Capital Advisors, LLC2,912$339K0.07%-913F-HRTimeline
Rossmore Private Capital2,900$338K0.04%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,887$336K<0.01%013F-HRTimelineGroup
Sequent Asset Management, LLC2,873$334K0.19%013F-HRTimeline
LEE DANNER & BASS INC2,822$328K0.03%-1,10013F-HRTimeline
LWM ADVISORS INC2,753$328K0.34%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,814$327K0.01%013F-HRTimelineGroup
TKG Advisors, LLC2,809$327K0.16%+1213F-HRTimeline
K.J. Harrison & Partners Inc2,800$326K0.06%-13,04513F-HRTimeline
Cyr Financial Inc.2,764$322K0.29%-36013F-HR/ATimeline
Brand Asset Management Group, Inc.2,756$321K0.13%-6013F-HRTimeline
Regal Investment Advisors LLC2,729$318K0.03%-9813F-HRTimeline
Portland Global Advisors LLC2,726$317K0.04%013F-HRTimeline
Sandbox Financial Partners, LLC2,726$317K0.11%-47,39513F-HRTimeline
Hemington Wealth Management2,730$317K0.05%-93213F-HRTimeline
Global Strategic Investment Solutions, …2,717$316K0.04%013F-HRTimeline
Trivium Point Advisory, LLC2,703$315K0.04%013F-HRTimeline
Belmont Capital, LLC2,697$314K0.06%013F-HRTimeline
Stonebridge Capital Advisors LLC2,694$314K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,684$312K<0.01%+34213F-HR/ATimelineGroup
Allworth Financial LP2,700$312K<0.01%+52313F-HRTimeline
Hamilton Wealth, LLC2,615$304K0.07%+45013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,609$304K<0.01%-30713F-HRTimelineGroup
Perigon Wealth Management, LLC2,597$302K0.01%-10013F-HRTimeline
SAPIENT CAPITAL LLC2,587$301K0.01%013F-HRTimeline
Total Clarity Wealth Management, Inc.2,550$300K0.1%013F-HRTimeline
Allen Capital Group, LLC2,560$298K0.03%new13F-HRTimeline
Friedenthal Financial2,538$295K0.18%013F-HRTimeline
Ironwood Wealth Management, LLC.2,534$295K0.09%+17613F-HRTimeline
Balboa Wealth Partners2,529$294K0.07%+8313F-HRTimeline
Stonebridge Financial Group, LLC2,506$292K0.03%+713F-HRTimeline
Seven Post Investment Office LP2,488$290K0.11%013F-HRTimeline
Cassia Capital Partners, LLC2,483$289K0.18%-9613F-HRTimeline
Farther Finance Advisors, LLC2,457$287K0.01%-10413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…2,448$285K<0.01%-1,30013F-HRTimeline
Provident Wealth Management, LLC2,417$281K0.1%013F-HRTimeline
Stonehearth Capital Management, LLC2,411$281K0.12%-72,36013F-HRTimeline
Orin Green Financial, LLC2,550$279K0.13%new13F-HRTimeline
Bridgewater Advisors Inc.2,372$277K0.02%new13F-HRTimeline
Warburton Capital Management, LLC2,381$277K0.2%013F-HRTimeline
Modern Wealth Management, LLC2,368$276K0.01%+3913F-HR/ATimeline
Highlander Partners, L.P.2,360$275K0.17%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,349$273K<0.01%013F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.2,316$270K0.02%+46713F-HRTimeline
Weil Company, Inc.2,298$267K0.08%-34713F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.2,290$267K<0.01%013F-HRTimelineGroup
Leo Wealth, LLC2,282$266K0.04%new13F-HRTimeline
Baker Avenue Asset Management, LP2,257$263K0.01%013F-HRTimeline
PDS Planning, Inc2,222$259K0.02%013F-HRTimeline
Chesley Taft & Associates LLC2,220$258K0.01%013F-HRTimeline
McNamara Financial Services, Inc.2,178$253K0.05%new13F-HRTimeline
FAS Wealth Partners, Inc.2,149$250K0.02%013F-HRTimeline
Eagle Strategies LLC2,138$249K0.04%-2413F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2,130$248K0.11%013F-HRTimeline
Battery Global Advisors, LLC2,116$246K0.14%-40713F-HRTimeline
Moran Wealth Management, LLC2,114$246K0.01%-35,42813F-HRTimeline
Crewe Advisors LLC2,111$246K0.03%013F-HRTimeline
Veridan Wealth LLC2,103$245K0.11%-4913F-HRTimeline
Traveka Wealth, LLC2,096$244K0.14%013F-HRTimeline
Summit Financial Strategies, Inc.2,076$242K0.02%-113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,074$241K<0.01%013F-HRTimelineGroup
Christopher J. Hasenberg, Inc2,052$240K0.1%+57013F-HRTimeline
Symmetry Partners, LLC2,016$235K0.03%-27913F-HRTimeline
Rehmann Capital Advisory Group2,012$234K0.01%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,006$233K0.13%013F-HRTimeline
Port Capital LLC2,000$233K0.01%013F-HRTimeline
Community Bank, N.A.2,000$233K0.03%-9,50013F-HRTimeline
Princeton Global Asset Management LLC2,000$233K0.05%-43513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,985$231K0.01%013F-HR/ATimeline
Inscription Capital, LLC2,082$229K0.04%13F-HRTimeline
HARRIS ASSOCIATES L P1,892$220K<0.01%-40813F-HRTimeline
RiverTree Advisors, LLC1,855$216K0.14%-7,50813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,842$214K0.05%-2813F-HRTimeline
Blue Chip Partners, LLC1,839$214K0.02%-6713F-HRTimeline
EMORY UNIVERSITY1,817$211K0.97%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,814$211K<0.01%013F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.1,813$211K0.03%-9513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,799$209K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,797$209K0.02%013F-HRTimeline
GEN Financial Management, INC.1,788$208K0.14%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,775$207K0.02%013F-HRTimeline
Westmount Partners, LLC1,768$206K0.06%013F-HRTimeline
RPg Family Wealth Advisory, LLC1,765$205K0.06%new13F-HRTimeline
Schrum Private Wealth Management LLC1,760$205K0.18%013F-HRTimeline
Palisade Asset Management, LLC1,749$204K0.02%013F-HRTimeline
Private Advisory Group LLC1,747$203K0.02%013F-HRTimeline
DORVAL Corp1,677$203K0.08%new13F-HRTimeline
Rodgers & Associates, LTD1,739$202K0.02%-10013F-HRTimeline
PRIVATE TRUST CO NA1,634$190K0.02%013F-HRTimeline
Silicon Valley Capital Partners1,610$187K0.02%013F-HRTimeline
GeoWealth Management, LLC1,446$168K0.01%+24513F-HRTimeline
Bank of New Hampshire1,339$156K0.04%013F-HRTimeline
Granite FO LLC1,295$151K0.09%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,223$142K<0.01%-12513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,195$139K0.04%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,175$137K0.03%013F-HRTimeline
Manchester Capital Management LLC1,170$136K0.02%+1213F-HRTimeline
LGT Financial Advisors LLC1,149$134K0.41%-2,49713F-HRTimeline
Solstein Capital, LLC1,100$128K0.07%-18113F-HRTimeline
FSA Wealth Management LLC1,075$125K0.05%-20513F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,044$121K0.02%013F-HRTimeline
Gould Capital, LLC1,009$117K0.08%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,001$117K0.06%013F-HRTimeline
CoreCap Advisors, LLC999$116K0.01%-913F-HRTimeline
BIRCHBROOK, INC.979$114K0.06%013F-HRTimeline
Cedar Wealth Management, LLC965$112K0.04%013F-HRTimeline
IAG Wealth Partners, LLC925$108K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC900$105K<0.01%+87313F-HRTimeline
HighMark Wealth Management LLC870$101K0.06%+1113F-HRTimeline
TD Waterhouse Canada Inc.850$99.3K<0.01%013F-HRTimeline
AE Wealth Management LLC715$83.2K<0.01%-1913F-HRTimeline
Cooksen Wealth, LLC734$80.8K0.08%new13F-HRTimeline