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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
Aaron Wealth Advisors LLC5,366$690K0.07%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,339$687K<0.01%+2,12513F-HRTimelineGroup
Dana Investment Advisors, Inc.5,328$685K0.02%+47213F-HRTimeline
ALTFEST L J & CO INC5,302$682K0.08%-15313F-HRTimeline
Annandale Capital, LLC5,212$670K0.12%+213F-HRTimeline
Beacon Pointe Advisors, LLC5,195$668K0.01%-7813F-HRTimeline
Summit Wealth Partners, LLC5,113$658K0.13%013F-HRTimeline
GDS Wealth Management5,031$647K0.05%-5413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC4,891$629K0.03%013F-HRTimeline
2UniFi Bank4,835$622K0.35%-11513F-HRTimeline
Rather & Kittrell, Inc.4,827$621K0.12%-2913F-HRTimeline
RFG Advisory, LLC4,816$619K0.01%+6113F-HRTimeline
Alpha Cubed Investments, LLC4,807$618K0.02%-12013F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…4,762$612K0.02%+94213F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding4,754$611K0Timeline
Courage Miller Partners, LLC4,750$611K0.19%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC4,717$607K0.22%013F-HRTimeline
Faithward Advisors, LLC4,703$605K0.09%-16,79413F-HRTimeline
J.W. COLE ADVISORS, INC.4,692$603K0.01%+96113F-HRTimeline
New Capital Management LP4,638$596K0.17%-3613F-HRTimeline
Sowell Financial Services LLC4,614$593K0.02%-25413F-HRTimeline
Provenance Wealth Advisors, LLC4,614$593K0.09%013F-HRTimeline
Gutierrez Wealth Advisory, LLC4,609$593K0.4%new13F-HRTimeline
Sigma Planning Corp4,571$588K0.02%+3913F-HRTimeline
Midwestern Financial, LLC /IA4,488$577K0.54%13F-HRTimeline
Pine Valley Investments Ltd Liability Co4,412$567K0.03%+19613F-HRTimeline
Syntegra Private Wealth Group, LLC4,384$564K0.06%013F-HRTimeline
Belpointe Asset Management LLC4,376$563K0.02%+6913F-HRTimeline
Accurate Wealth Management, LLC4,313$560K0.09%+113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV4,322$556K0.17%013F-HRTimeline
Quotient Wealth Partners, LLC4,321$556K0.02%-33413F-HRTimeline
Modus Advisors, LLC4,314$555K0.16%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,249$546K0.09%+5113F-HRTimeline
IFP Advisors, Inc4,239$545K0.02%+16513F-HRTimeline
Brightwater Advisory LLC4,212$542K0.39%-12813F-HR/ATimeline
STOCK YARDS BANK & TRUST CO4,200$540K0.02%013F-HRTimeline
Americana Partners, LLC4,176$537K0.02%+7413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,135$532K0.05%-7013F-HRTimeline
Magnus Financial Group LLC4,107$528K0.05%+313F-HRTimeline
Archford Capital Strategies, LLC4,084$525K0.07%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…4,075$524K0.06%-5213F-HR/ATimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC4,000$514K0.01%013F-HRTimelineGroup
Mutual Advisors, LLC3,892$513K0.01%013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…3,981$512K<0.01%-1,57713F-HRTimelineGroup
FSM Wealth Advisors, LLC3,963$510K0.08%new13F-HRTimeline
American Trust3,913$503K0.05%new13F-HRTimeline
Alhambra Investment Management LLC3,902$502K0.25%-48513F-HRTimeline
CAPE ANN SAVINGS BANK3,863$497K0.3%+18013F-HRTimeline
K.J. Harrison & Partners Inc3,860$496K0.08%+1,06013F-HRTimeline
ONE Advisory Partners, LLC3,763$496K0.17%+2913F-HRTimeline
Integrated Wealth Concepts LLC3,751$482K<0.01%+78513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,744$481K0.01%013F-HRTimelineGroup
Clearview Wealth Advisors LLC3,742$481K0.34%013F-HRTimeline
CERTUITY, LLC3,684$474K0.04%013F-HRTimeline
JFG Wealth Management, LLC3,653$470K0.1%013F-HRTimeline
Robertson Stephens Wealth Management, L…3,644$469K0.02%+21613F-HRTimeline
Genesis Wealth Advisors, LLC3,555$457K0.34%013F-HRTimeline
Christopher J. Hasenberg, Inc3,539$455K0.17%+1,48713F-HRTimeline
UMB Bank, n.a.3,520$453K0.01%013F-HR/ATimeline
HANCOCK WHITNEY CORP3,485$448K0.01%013F-HRTimeline
First Citizens Asset Management, Inc.3,456$444K0.16%-2813F-HR/ATimeline
AA Financial Advisors, LLC3,456$444K0.1%013F-HRTimeline
DSG Capital Advisors, LLC3,452$444K0.08%+54013F-HRTimeline
GM Advisory Group, LLC3,434$442K0.02%-50013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,438$440K<0.01%+75413F-HRTimelineGroup
LANARK FINANCIAL, INC.3,428$440K0.04%-3213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,410$439K0.01%+47613F-HRTimelineGroup
SageView Advisory Group, LLC3,288$432K0.02%new13F-HRTimeline
Garde Capital, Inc.3,344$430K0.02%013F-HRTimeline
Modera Wealth Management, LLC3,312$426K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC3,274$421K<0.01%+27813F-HRTimeline
SYNOVUS FINANCIAL CORP3,271$421K0.01%-1,24513F-HRTimeline
High Probability Advisors, LLC3,253$418K0.06%013F-HRTimeline
LVW Advisors, LLC3,248$418K0.05%+17113F-HRTimeline
Stonebridge Financial Group, LLC3,234$416K0.04%+72813F-HRTimeline
SSA SWISS ADVISORS AG3,155$415K0.2%-1,03713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,194$411K0.01%+12213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,182$409K0.09%013F-HRTimeline
HBK Sorce Advisory LLC3,121$401K0.01%+5213F-HRTimeline
Leo Wealth, LLC3,113$400K0.03%+83113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,096$398K0.01%013F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK3,083$396K0.05%new13F-HRTimelineGroup
Hoxton Planning & Management, LLC3,069$395K0.14%+6513F-HRTimeline
Thrive Capital Management, LLC3,007$387K0.12%new13F-HRTimeline
Cordgrass Capital Advisors, LLC3,000$386K0.1%013F-HRTimeline
LRI Investments, LLC2,979$383K0.03%-11,97813F-HRTimeline
Blue Edge Capital, LLC2,956$380K0.06%-2613F-HRTimeline
Ruggaard & Associates LLC2,923$376K0.15%013F-HRTimeline
Prospera Financial Services Inc2,916$375K0.01%+213F-HRTimeline
Rossmore Private Capital2,900$373K0.04%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,887$371K<0.01%013F-HRTimelineGroup
Allen Capital Group, LLC2,873$369K0.04%+31313F-HRTimeline
GC Wealth Management RIA, LLC2,853$367K0.03%-1,17913F-HRTimeline
Sequent Asset Management, LLC2,852$367K0.29%-2113F-HRTimeline
TKG Advisors, LLC2,831$364K0.16%+2213F-HRTimeline
Brand Asset Management Group, Inc.2,817$362K0.14%+6113F-HRTimeline
Farther Finance Advisors, LLC2,804$361K0.01%+34713F-HRTimeline
Regal Investment Advisors LLC2,785$358K0.03%+5613F-HRTimeline
Gladstone Institutional Advisory LLC2,775$357K0.01%new13F-HRTimeline
LWM ADVISORS INC2,753$354K0.34%013F-HRTimeline
Portland Global Advisors LLC2,726$351K0.04%013F-HRTimeline
Global Strategic Investment Solutions, …2,717$349K0.04%013F-HRTimeline
Trivium Point Advisory, LLC2,703$348K0.04%013F-HRTimeline
New Republic Capital, LLC2,700$347K0.12%-86913F-HRTimeline
Belmont Capital, LLC2,697$347K0.05%013F-HRTimeline
Stonebridge Capital Advisors LLC2,694$346K0.03%013F-HRTimeline
COUNTRY CLUB BANK2,700$346K0.02%-29013F-HRTimeline
Fulton Bank, N.A.2,686$345K0.01%-3,68613F-HRTimeline
Cassia Capital Partners, LLC2,671$343K0.21%+18813F-HRTimeline
Hemington Wealth Management2,670$343K0.05%-6013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,610$336K0.12%-1,63513F-HRTimeline
Bridgewater Advisors Inc.2,548$334K0.03%+17613F-HRTimeline
Betterment LLC2,584$332K<0.01%new13F-HRTimeline
Balboa Wealth Partners2,560$329K0.07%+3113F-HRTimeline
Total Clarity Wealth Management, Inc.2,550$328K0.09%013F-HRTimeline
Orin Green Financial, LLC2,550$328K0.14%013F-HRTimeline
Perigon Wealth Management, LLC2,522$324K0.01%-7513F-HRTimeline
Seven Post Investment Office LP2,488$320K0.12%013F-HRTimeline
Friedenthal Financial2,468$317K0.17%-7013F-HRTimeline
Warburton Capital Management, LLC2,399$314K0.19%+1813F-HRTimeline
Provident Wealth Management, LLC2,417$311K0.1%013F-HRTimeline
SAPIENT CAPITAL LLC2,394$308K0.01%-19313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,362$304K0.01%new13F-HRTimelineGroup
Highlander Partners, L.P.2,360$303K0.12%013F-HRTimeline
Summit Financial Strategies, Inc.2,351$302K0.03%+27513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,349$302K<0.01%013F-HRTimelineGroup
Symmetry Partners, LLC2,337$301K0.04%+32113F-HRTimeline
Weil Company, Inc.2,298$296K0.08%013F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.2,290$294K<0.01%013F-HRTimelineGroup
GTS SECURITIES LLC2,281$293K0.01%-12,42413F-HRTimeline
LEE DANNER & BASS INC2,272$292K0.02%-55013F-HRTimeline
Baker Avenue Asset Management, LP2,257$290K0.01%013F-HRTimeline
Wealthspire Advisors, LLC2,257$290K<0.01%-63,06413F-HRTimeline
McNamara Financial Services, Inc.2,233$287K0.06%+5513F-HRTimeline
PDS Planning, Inc2,222$286K0.02%013F-HRTimeline
Chesley Taft & Associates LLC2,220$285K0.01%013F-HRTimeline
Atlas Legacy Advisors, LLC2,219$285K0.06%-5,41513F-HRTimeline
CIDEL ASSET MANAGEMENT INC2,215$285K0.02%new13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.2,193$282K0.12%new13F-HRTimeline
Koshinski Asset Management, Inc.2,180$280K0.02%new13F-HRTimeline
FAS Wealth Partners, Inc.2,165$278K0.02%+1613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC2,160$278K0.05%-1,05613F-HRTimeline
NOTTINGHAM ADVISORS, INC.2,149$276K0.04%-1,32413F-HRTimeline
Eagle Strategies LLC2,147$276K0.04%+913F-HRTimeline
Hamilton Wealth, LLC2,132$274K0.06%-48313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2,130$274K0.11%013F-HRTimeline
Crewe Advisors LLC2,111$271K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,103$270K<0.01%new13F-HRTimelineGroup
Traveka Wealth, LLC2,096$270K0.14%013F-HRTimeline
Windsor Advisory Group, LLC2,083$268K0.38%new13F-HRTimeline
Inscription Capital, LLC2,082$268K0.04%013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,082$268K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC2,077$267K<0.01%new13F-HR/ATimeline
M&T Bank Corpin group M&T Bank Corp2,030$261K<0.01%-4413F-HRTimelineGroup
Blue Chip Partners, LLC2,025$260K0.02%+18613F-HRTimeline
Rehmann Capital Advisory Group2,013$259K0.02%+113F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,006$258K0.09%013F-HRTimeline
Community Bank, N.A.2,000$257K0.03%013F-HRTimeline
Princeton Global Asset Management LLC2,000$257K0.05%013F-HRTimeline
Port Capital LLC2,000$257K0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,985$255K0.01%013F-HRTimeline
Allworth Financial LP1,952$251K<0.01%-74813F-HRTimeline
SVB WEALTH LLC1,943$250K0.01%new13F-HRTimeline
GR FINANCIAL GROUP, LLC1,907$245K0.06%-1,05213F-HRTimeline
RiverTree Advisors, LLC1,896$244K0.16%+4113F-HRTimeline
Exchange Capital Management, Inc.1,865$240K0.04%new13F-HRTimeline
EMORY UNIVERSITY1,817$234K0.84%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,813$233K0.03%013F-HRTimeline
Frederick Financial Consultants, LLC1,799$231K0.14%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,799$231K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,797$231K0.02%013F-HRTimeline
Bulltick Wealth Management, LLC1,795$231K0.06%new13F-HRTimeline
GEN Financial Management, INC.1,788$230K0.19%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,775$228K0.01%013F-HR/ATimeline
Westmount Partners, LLC1,770$228K0.06%+213F-HRTimeline
Schrum Private Wealth Management LLC1,761$227K0.18%+113F-HRTimeline
Palisade Asset Management, LLC1,749$225K0.02%013F-HRTimeline
Private Advisory Group LLC1,747$225K0.02%013F-HRTimeline
GSG Advisors LLC1,745$224K0.07%new13F-HRTimeline
Rodgers & Associates, LTD1,739$224K0.02%013F-HRTimeline
Battery Global Advisors, LLC1,733$223K0.11%-38313F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,716$221K0.05%-12613F-HRTimeline
LEUTHOLD GROUP, LLC1,716$221K0.03%new13F-HRTimeline
WESBANCO BANK INC1,700$219K0.01%new13F-HRTimeline
Allie Family Office LLC1,699$218K0.11%new13F-HRTimeline
Cyr Financial Inc.1,688$217K0.17%-1,07613F-HRTimeline
Ironwood Wealth Management, LLC.1,684$217K0.08%-85013F-HRTimeline
Oldfather Financial Services, LLC1,677$216K0.07%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,677$216K<0.01%new13F-HRTimelineGroup
MAGNOLIA CAPITAL MANAGEMENT LTD1,665$214K0.17%new13F-HRTimeline
DORVAL Corp1,659$213K0.08%-1813F-HRTimeline
Bison Wealth, LLC1,651$213K0.02%new13F-HRTimeline
Gibson Capital, LLC1,645$212K0.04%new13F-HRTimeline
PRIVATE TRUST CO NA1,634$210K0.02%013F-HRTimeline
CGN Advisors LLC1,617$208K0.02%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC1,600$206K0.01%new13F-HRTimeline
John W. Brooker & Co., CPAs1,583$206K0.48%-16,35113F-HRTimeline
Ascent Capital Management, LLC1,577$203K0.18%new13F-HRTimeline
Visionary Wealth Advisors1,568$202K0.01%new13F-HRTimeline
SC&H Financial Advisors, Inc.1,563$201K0.03%new13F-HRTimeline