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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
Silicon Valley Capital Partners1,540$198K0.02%-7013F-HRTimeline
ICON ADVISERS INC/CO1,500$193K0.04%new13F-HRTimeline
Elequin Capital, LP1,457$187K0.03%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,444$186K0.03%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,443$186K0.05%+24813F-HRTimeline
GeoWealth Management, LLC1,419$182K0.01%-2713F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC1,412$181K<0.01%new13F-HRTimeline
Bank of New Hampshire1,339$172K0.04%013F-HRTimeline
Granite FO LLC1,295$167K0.09%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,223$157K<0.01%013F-HRTimeline
Manchester Capital Management LLC1,170$150K0.02%013F-HRTimeline
LGT Financial Advisors LLC1,149$148K0.37%013F-HRTimeline
Solstein Capital, LLC1,100$141K0.07%013F-HRTimeline
HARRIS ASSOCIATES L P1,092$140K<0.01%-80013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,053$135K<0.01%-1,76113F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,044$134K0.02%013F-HRTimeline
Gould Capital, LLC1,009$130K0.09%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,001$129K0.06%013F-HRTimeline
BIRCHBROOK, INC.979$126K0.07%013F-HRTimeline
Cedar Wealth Management, LLC965$124K0.04%013F-HRTimeline
Boreal Capital Management LLC947$122K0.1%13F-HRTimeline
FSA Wealth Management LLC925$119K0.05%-15013F-HRTimeline
IAG Wealth Partners, LLC925$119K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC900$116K<0.01%013F-HRTimeline
HighMark Wealth Management LLC877$113K0.06%+713F-HRTimeline
TD Waterhouse Canada Inc.850$109K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton786$101K0.02%new13F-HRTimeline
AE Wealth Management LLC715$91.9K<0.01%013F-HRTimeline
MTM Investment Management, LLC675$86.8K0.03%new13F-HRTimeline
Pandora Wealth, Inc.672$86.4K0.05%+4013F-HRTimeline
Richard Bernstein Advisors LLC668$86K<0.01%+22713F-HRTimeline
Cooksen Wealth, LLC660$84.9K0.07%-7413F-HRTimeline
BigSur Wealth Management LLC600$77.2K0.02%013F-HRTimeline
IMA Advisory Services, Inc.596$76.6K0.01%+513F-HRTimeline
CVA Family Office, LLC594$76.4K0.01%013F-HRTimeline
CoreCap Advisors, LLC586$75.4K<0.01%-41313F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.565$72.7K0.22%+7513F-HRTimeline
Tortoise Investment Management, LLC527$67.8K0.01%013F-HRTimeline
Smartleaf Asset Management LLC509$65.2K0.01%-8713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC504$64.8K<0.01%-1813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST500$64.3K0.01%new13F-HRTimeline
CNB Bank500$64.3K0.03%013F-HRTimeline
Rialto Wealth Management, LLC500$64.3K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC495$63.7K<0.01%+42513F-HRTimeline
Anchor Investment Management, LLC462$59.4K0.01%013F-HRTimeline
Centerpoint Advisors, LLC460$59K0.02%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC437$56.2K<0.01%+22213F-HRTimeline
10Elms LLP432$55.6K0.05%-20013F-HRTimeline
Costello Asset Management, INC422$54.3K0.02%+313F-HRTimeline
Physician Wealth Advisors, Inc.373$47.9K0.01%013F-HRTimeline
Dunhill Financial, LLC363$46.7K0.01%+12013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC353$45.4K<0.01%+32013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.347$44.6K0.01%+513F-HRTimeline
BOK Financial Private Wealth, Inc.340$43.7K<0.01%013F-HRTimeline
Rossby Financial, LCC338$43.5K0.02%013F-HRTimeline
Pacifica Partners Inc.339$43.4K0.02%013F-HRTimeline
Arax Advisory Partners334$42.9K<0.01%new13F-HRTimeline
HM PAYSON & CO325$41.8K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.270$34.7K0.01%+1613F-HRTimeline
McIlrath & Eck, LLC268$34.5K<0.01%-3013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …260$33.4K0.01%13F-HRTimelineGroup
MRP Capital Investments, LLC257$33.1K0.02%013F-HRTimeline
Sagard Holdings Management Inc.250$32.1K0.09%13F-HRTimeline
Breakwater Investment Management232$29.8K0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc230$29.5K0.03%013F-HRTimeline
American Capital Advisory, LLC211$27.2K0.01%+113F-HRTimeline
Westside Investment Management, Inc.205$26.4K<0.01%013F-HRTimeline
Winch Advisory Services, LLC181$23.3K0.01%+113F-HRTimeline
Main Street Group, LTD170$21.9K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.165$21.2K0.01%013F-HRTimeline
CX Institutional165$21K<0.01%013F-HR/ATimeline
Joseph Group Capital Management149$19.2K0.01%-11413F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…135$17.4K<0.01%+13013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…129$16.5K0.01%+113F-HRTimeline
Private Wealth Asset Management, LLC116$14.9K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.111$14.3K<0.01%-6113F-HRTimeline
AdvisorNet Financial, Inc107$13.8K<0.01%+113F-HRTimeline
MONETARY MANAGEMENT GROUP INC100$12.9K<0.01%013F-HRTimeline
Brooklyn Investment Group100$12.9K<0.01%new13F-HR/ATimeline
SJS Investment Consulting Inc.95$12.2K<0.01%013F-HRTimeline
Operose Advisors LLC87$11.2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.75$10K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT76$9.77K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…75$9.64K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC68$8.74K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp60$7.72K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…59$7.59K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.58$7.46K<0.01%-14613F-HRTimeline
Ridgewood Investments LLC52$6.69K<0.01%-613F-HRTimeline
Beacon Capital Management, LLC46$5.92K<0.01%013F-HRTimeline
Abound Wealth Management45$5.79K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC33$4.24K<0.01%013F-HRTimeline
Millstone Evans Group, LLC27$3.47K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC21$2.79K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC6$807<0.01%013F-HRTimeline
Horizon Investments, LLC6$772<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC4$514<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.4$514<0.01%new13F-HR/ATimelineGroup
Larson Financial Group LLC1$157<0.01%013F-HRTimeline
Asset Dedication, LLC1$137<0.01%013F-HRTimeline
NewSquare Capital LLC1$129<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1$129<0.01%13F-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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
SHELL ASSET MANAGEMENT CO0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.