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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
C2P Capital Advisory Group, LLC d.b.a. …1,775$209K0.02%013F-HR/ATimeline
Westmount Partners, LLC1,768$208K0.06%-22713F-HRTimeline
Schrum Private Wealth Management LLC1,760$207K0.18%-51213F-HRTimeline
Palisade Asset Management, LLC1,749$206K0.02%013F-HRTimeline
Private Advisory Group LLC1,747$205K0.02%013F-HR/ATimeline
GSG Advisors LLC1,745$205K0.06%013F-HRTimeline
PRIVATE TRUST CO NA1,634$192K0.02%013F-HRTimeline
Silicon Valley Capital Partners1,610$189K0.02%+1513F-HRTimeline
Christopher J. Hasenberg, Inc1,482$174K0.07%+29113F-HRTimeline
HARBOUR INVESTMENTS, INC.1,348$158K<0.01%-7713F-HRTimeline
Bank of New Hampshire1,339$157K0.04%013F-HRTimeline
Granite FO LLC1,295$152K0.09%013F-HRTimeline
Solstein Capital, LLC1,281$151K0.08%013F-HRTimeline
FSA Wealth Management LLC1,280$150K0.06%013F-HRTimeline
GeoWealth Management, LLC1,201$141K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,195$140K0.04%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,175$138K0.03%+713F-HRTimeline
Manchester Capital Management LLC1,158$136K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,044$122K0.02%013F-HRTimeline
Gould Capital, LLC1,009$119K0.08%013F-HRTimeline
CoreCap Advisors, LLC1,008$118K0.01%-26613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,001$118K0.05%013F-HRTimeline
BIRCHBROOK, INC.979$115K0.07%013F-HRTimeline
Cedar Wealth Management, LLC965$113K0.04%013F-HRTimeline
Larson Financial Group LLC961$113K0.01%+96013F-HRTimeline
IAG Wealth Partners, LLC925$109K0.02%013F-HRTimeline
HighMark Wealth Management LLC859$101K0.06%+1113F-HRTimeline
TD Waterhouse Canada Inc.850$99.9K<0.01%013F-HRTimeline
Castleview Partners, LLC850$99.7K0.05%+713F-HR/ATimeline
Disciplina Capital Management LLC829$97.4K0.02%-8213F-HRTimeline
AE Wealth Management LLC734$86.3K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding703$82.6K-1,925Timeline
Sugarloaf Wealth Management, LLC682$80.1K0.02%+513F-HRTimeline
Quent Capital, LLC640$75.2K0.01%-19613F-HRTimeline
Smartleaf Asset Management LLC617$72.7K0.01%-1113F-HRTimeline
Avior Wealth Management, LLC601$70.6K<0.01%+48213F-HRTimeline
BigSur Wealth Management LLC600$70.5K0.02%013F-HRTimeline
CVA Family Office, LLC594$69.8K0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.562$66K0.05%013F-HRTimeline
Tortoise Investment Management, LLC527$61.9K0.01%013F-HR/ATimeline
10Elms LLP520$61.1K0.06%13F-HRTimeline
CNB Bank500$58.8K0.03%013F-HRTimeline
Rialto Wealth Management, LLC500$58.8K0.02%13F-HRTimeline
Anchor Investment Management, LLC462$54.3K0.01%013F-HRTimeline
Centerpoint Advisors, LLC460$54K0.02%new13F-HRTimeline
McIlrath & Eck, LLC408$47.9K0.01%+15513F-HRTimeline
First Horizon Advisors, Inc.389$45.7K<0.01%-4713F-HRTimeline
Physician Wealth Advisors, Inc.373$43.8K0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.340$40K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.339$39.8K0.01%+2913F-HRTimeline
Pacifica Partners Inc.339$39.8K0.02%new13F-HRTimeline
HM PAYSON & CO325$38.2K<0.01%013F-HRTimeline
American Capital Advisory, LLC315$37K0.02%-613F-HRTimeline
Synergy Investment Management, LLC301$35.4K0.02%13F-HRTimeline
Element Wealth, LLC299$35.1K0.02%-713F-HRTimeline
OARSMAN CAPITAL, INC.290$34K0.01%+313F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …260$30.6K0.01%013F-HRTimelineGroup
Continuum Advisory, LLC257$30.2K<0.01%013F-HRTimeline
MRP Capital Investments, LLC257$30.2K0.03%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.235$27.6K0.01%-10613F-HRTimeline
Breakwater Investment Management232$27.3K0.01%013F-HR/ATimeline
DB Fitzpatrick & Co, Inc230$27K0.02%013F-HRTimeline
Joseph Group Capital Management222$26.1K0.01%+6213F-HRTimeline
Accredited Wealth Management, LLC215$25.3K0.02%13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH5,001$24.1K<0.01%-5213F-HRTimelineGroup
Westside Investment Management, Inc.205$24.1K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC203$23.8K<0.01%+1913F-HRTimeline
SUMMIT SECURITIES GROUP LLC200$23.5K0.01%new13F-HRTimeline
Dunhill Financial, LLC192$22.5K0.01%-2913F-HRTimeline
Winch Advisory Services, LLC180$21.1K0.01%+213F-HRTimeline
Main Street Group, LTD170$20K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…128$15K0.01%+213F-HRTimeline
WEST PACES ADVISORS INC.111$13.1K<0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC107$12.6K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC106$12.5K<0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC100$11.8K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.95$11.2K<0.01%013F-HRTimeline
Operose Advisors LLC87$10.2K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN85$9.99K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC80$9.4K<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC80$9.38K0.01%+113F-HRTimeline
Plante Moran Financial Advisors, LLC77$9.05K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.75$9K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT76$8.93K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…75$8.81K<0.01%013F-HRTimeline
Lindbrook Capital, LLC70$8.22K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC68$7.99K<0.01%013F-HRTimeline
Atlatl Advisers LLC64$7.52K<0.01%13F-HRTimeline
Sandy Spring Bank60$7.05K<0.01%013F-HRTimeline
Ridgewood Investments LLC58$6.82K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC56$6.58K<0.01%new13F-HR/ATimeline
Beacon Capital Management, LLC46$5.41K<0.01%013F-HRTimeline
Abound Wealth Management45$5.29K<0.01%013F-HRTimeline
Trivant Custom Portfolio Group, LLC40$4.7K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC36$4.25K0.01%+113F-HRTimeline
Millstone Evans Group, LLC35$4.11K<0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC33$3.88K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC33$3.88K<0.01%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC27$3.17K<0.01%013F-HRTimeline
Richard Bernstein Advisors LLC27$3.12K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC10$1.18K<0.01%013F-HR/ATimeline
Bruce G. Allen Investments, LLC10$1.18K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.8$940<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.5$6680.06%-6,81113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5$588<0.01%013F-HRTimelineGroup
Morton Brown Family Wealth, LLC4$470<0.01%new13F-HRTimeline
Sachetta, LLC1$129<0.01%013F-HRTimeline
Asset Dedication, LLC1$125<0.01%013F-HRTimeline
NewSquare Capital LLC1$117<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.