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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
Pandora Wealth, Inc.632$73.6K0.05%13F-HRTimeline
10Elms LLP632$73.6K0.07%+11213F-HRTimeline
BigSur Wealth Management LLC600$69.8K0.02%013F-HRTimeline
Smartleaf Asset Management LLC596$69.3K0.01%-2113F-HRTimeline
CVA Family Office, LLC594$69.1K0.01%013F-HRTimeline
IMA Advisory Services, Inc.591$68.8K0.01%new13F-HRTimeline
Tortoise Investment Management, LLC527$61.3K0.01%013F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC522$60.8K<0.01%-1,78413F-HRTimeline
CNB Bank500$58.2K0.03%013F-HRTimeline
Rialto Wealth Management, LLC500$58.2K0.02%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.490$57K0.2%new13F-HRTimeline
Centerpoint Advisors, LLC460$54K0.02%013F-HRTimeline
Anchor Investment Management, LLC462$53.8K0.01%013F-HRTimeline
Richard Bernstein Advisors LLC441$51.4K<0.01%+41413F-HRTimeline
Costello Asset Management, INC419$48.8K0.02%new13F-HRTimeline
Physician Wealth Advisors, Inc.373$43.4K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.342$39.8K0.01%+313F-HRTimeline
BOK Financial Private Wealth, Inc.340$39.6K<0.01%013F-HRTimeline
Rossby Financial, LCC338$39.3K0.02%new13F-HRTimeline
Pacifica Partners Inc.339$38.3K0.02%013F-HRTimeline
HM PAYSON & CO325$37.8K<0.01%013F-HRTimeline
Quent Capital, LLC310$36.1K<0.01%-33013F-HRTimeline
McIlrath & Eck, LLC298$34.6K<0.01%-11013F-HRTimeline
Joseph Group Capital Management263$30.6K0.01%+4113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …260$30.3K0.01%13F-HRTimelineGroup
MRP Capital Investments, LLC257$29.9K0.03%013F-HRTimeline
Continuum Advisory, LLC257$29.9K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.254$29.6K0.01%+1913F-HRTimeline
Grayhawk Investment Strategies Inc.250$29.1K0.07%-1,85013F-HRTimeline
Dunhill Financial, LLC243$28.3K0.01%+5113F-HRTimeline
Breakwater Investment Management232$27K0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc230$26.7K0.03%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC215$25K<0.01%+1213F-HRTimeline
American Capital Advisory, LLC210$24.4K0.01%-10513F-HRTimeline
Westside Investment Management, Inc.205$23.9K0.01%013F-HRTimeline
First Horizon Advisors, Inc.204$23.7K<0.01%-18513F-HRTimeline
Winch Advisory Services, LLC180$20.9K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.172$20K<0.01%+6113F-HRTimeline
Main Street Group, LTD170$19.8K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.165$19.2K0.01%new13F-HRTimeline
CX Institutional165$19K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC151$17.6K0.01%-15013F-HRTimeline
Vermillion & White Wealth Management Gr…128$14.8K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC116$13.5K<0.01%13F-HRTimeline
AdvisorNet Financial, Inc106$12.4K<0.01%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC100$11.6K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.95$11.1K<0.01%013F-HRTimeline
Operose Advisors LLC87$10.1K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN85$9.89K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.75$9K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT76$8.85K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…75$8.73K<0.01%013F-HRTimeline
Lindbrook Capital, LLC70$8.15K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC70$8.15K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC68$7.92K<0.01%013F-HRTimeline
Sandy Spring Bank60$6.98K<0.01%013F-HRTimeline
Ridgewood Investments LLC58$6.75K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.58$6.75K0.01%new13F-HRTimeline
Beacon Capital Management, LLC46$5.35K<0.01%013F-HRTimeline
Abound Wealth Management45$5.24K<0.01%013F-HRTimeline
Trivant Custom Portfolio Group, LLC41$4.77K<0.01%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC33$3.88K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC33$3.84K<0.01%013F-HRTimeline
Millstone Evans Group, LLC27$3.14K<0.01%-813F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC21$2.51K<0.01%-1513F-HRTimeline
Darwin Wealth Management, LLC10$1.18K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC6$724<0.01%-7413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5$582<0.01%013F-HRTimelineGroup
Morton Brown Family Wealth, LLC4$466<0.01%013F-HRTimeline
Larson Financial Group LLC1$141<0.01%-96013F-HRTimeline
Asset Dedication, LLC1$123<0.01%013F-HRTimeline
NewSquare Capital LLC1$116<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.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,32413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.