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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
MORGAN STANLEYin group MORGAN STANLEY7,283,869$856M0.06%-229,84113F-HR/ATimelineGroup
Johns Hopkins University3,850,032$452M17.02%-2,366,33413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,436,098$286M0.22%+55,46213F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …2,398,359$282M8.06%+601,72013F-HRTimelineGroup
Allianz SEgroup of 2 filers holding2,264,320$266M+202,842Timeline
MKP Capital Management, L.L.C.2,240,000$263M12.99%-699,82513F-HRTimeline
P/E Global LLC2,229,221$262M58.95%+114,34513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,928,903$227M0.05%+661,13713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,847,575$217M0.02%-1,886,47113F-HRTimelineGroup
Qalhat Capital Ltd1,783,702$210M55.37%+1,127,67513F-HRTimeline
Sageworth Trust Co1,751,554$206M12.72%-1,84813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,608,528$189M1.74%+1,601,20513F-HRTimelineGroup
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,563,488$184M2.86%-58,86413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,404,020$165M0.84%+1,162,20913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,384,804$163M0.11%+94,54113F-HRTimelineGroup
Granger Management LLC1,339,321$157M35.77%+959,00013F-HRTimeline
Sequoia Financial Advisors, LLC1,299,226$153M1.47%+33,58713F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,211,405$142M0.01%+284,88213F-HRTimelineGroup
Hackensack Meridian Health, Inc.970,000$114M13.54%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC943,256$111M0.02%-911,09113F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC910,607$107M17.48%+1113F-HRTimeline
UBS Group AGgroup of 2 filers holding872,160$102M+48,603Timeline
EVOKE WEALTH, LLC846,951$99.5M2.77%-17,44213F-HRTimeline
Capital International Investorsin group Capital International Investo…825,626$97.3M0.02%+511,71613F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC778,353$91.5M0.46%+145,72413F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD755,031$88.7M0.27%-161,14313F-HRTimelineGroup
Bogart Wealth, LLC690,839$81.2M3.85%-7,25613F-HRTimeline
CAPITAL ADVISORS INC/OK690,336$81.1M1.62%+18,99913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.667,379$78.4M<0.01%+210,06813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA635,001$74.6M0.02%+165,60413F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC535,818$63M0.08%+81,63713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.514,539$60.5M0.02%+101,80013F-HRTimeline
HighTower Advisors, LLC498,868$58.6M0.08%+46,03113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC484,716$57M0.15%+11,34413F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC478,507$56.2M0.03%-9,87913F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.466,933$55.5M0.58%-48,49613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC438,527$51.5M0.08%+8,21713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/423,211$49.7M0.06%-468,79513F-HRTimelineGroup
Bricktown Capital, LLC416,619$49M10.22%-2,35513F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich412,494$48.8M0.15%+37,58713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA404,433$47.5M0.08%-494,20513F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP432,785$47.3M0.08%-70,99213F-HRTimelineGroup
Blue Trust, Inc.401,626$47.2M0.6%+2,85413F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC401,158$47.1M0.05%+266,73813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/390,127$45.8M0.02%-2,68013F-HRTimelineGroup
Three Bridge Wealth Advisors, LLC387,722$45.6M15.95%+5,87613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp377,401$44.3M0.01%+48,89013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…361,602$42.5M0.95%-32,26813F-HRTimelineGroup
BRANDYWINE MANAGERS, LLCgroup of 2 filers holding355,394$41.8M-4,167Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding351,220$41.3M+38,264Timeline
EPIQ Capital Group, LLC344,891$40.5M10.57%+5,57813F-HRTimeline
Mill Creek Capital Advisors, LLC333,815$39.2M0.94%-13,76713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC324,880$38.2M0.06%+283,40013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC323,800$38M0.17%+26,55913F-HRTimelineGroup
POLEN CAPITAL MANAGEMENT LLC317,801$37.3M0.1%+226,67913F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV298,797$35.1M1.12%-74,30013F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…289,874$34.1M3.83%+147,80313F-HRTimelineGroup
FMR LLCin group FMR LLC283,338$33.3M<0.01%+1,55413F-HRTimelineGroup
Birnam Oak Advisors, LP280,800$33M16.27%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…280,030$32.9M0.06%+45,89013F-HR/ATimeline
LPL Financial LLC278,457$32.7M0.01%+40,56913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\275,466$32.4M0.04%+52313F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO275,000$32.3M0.35%013F-HRTimeline
Qube Research & Technologies Ltd274,359$32.2M0.05%+121,15513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC272,718$32M0.01%13F-HR/ATimelineGroup
Arlington Capital Management, Inc.265,658$31.2M21.58%+220,77113F-HRTimeline
Verger Capital Management LLC242,717$28.5M14.21%+1,27913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.237,943$28M0.06%-3,57113F-HR/ATimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC236,967$27.8M1.8%+6,46513F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co233,743$27.4M0.05%new13F-HRTimelineGroup
Ayalon Insurance Comp Ltd.219,717$25.8M7.97%+14,73913F-HRTimeline
Jasper Ridge Partners, L.P.218,008$25.6M0.81%-3,12513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP216,076$25.4M0.04%+28913F-HRTimelineGroup
Union Bancaire Privee, UBP SA153,980$24.7M0.43%13F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP209,696$24.6M<0.01%+171,59013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding207,897$24.4M+9,269Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP204,700$24.1M0.06%new13F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.199,842$23.5M0.28%-1,70913F-HRTimelineGroup
Waldron Private Wealth LLC199,270$23.4M0.94%-2713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC194,711$22.9M0.02%+4,18713F-HRTimelineGroup
SENTINEL TRUST CO LBA194,243$22.8M2.62%+8,35413F-HRTimeline
Bremer Bank National Association193,622$22.8M4.5%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…192,012$22.6M0.06%-76213F-HRTimelineGroup
Circle Wealth Management, LLC187,610$22M0.47%013F-HRTimeline
Cresset Asset Management, LLC185,527$21.8M0.11%-125,33213F-HRTimeline
Privium Fund Management (UK) Ltd181,300$21.6M17.58%new13F-HRTimeline
Drake & Associates, LLC171,740$20.8M5.93%+9,05313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC166,018$19.5M0.12%-8,41513F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…164,590$19.4M0.08%-192,08813F-HRTimelineGroup
Naviter Wealth, LLC158,564$18.6M2.25%+103,96213F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC151,371$17.8M0.21%+39,37213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC149,602$17.6M0.03%-309,64213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC148,988$17.5M0.04%-1,73313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…147,860$17.4M0.15%+20,25813F-HRTimelineGroup
GFS Advisors, LLC142,225$16.7M2.54%+10,90013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP137,022$16.1M0.02%+102,74813F-HRTimelineGroup
EQUITABLE TRUST CO133,594$15.7M0.88%new13F-HRTimeline
JENNISON ASSOCIATES LLC133,038$15.6M0.01%+76,24013F-HRTimeline
CENTAURUS FINANCIAL, INC.127,759$15M0.92%-2,68313F-HRTimeline
Gryphon Financial Partners LLC124,711$14.7M2.11%+10,75413F-HRTimeline
IEQ CAPITAL, LLC124,032$14.6M0.14%-49613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC123,379$14.5M<0.01%+10,83613F-HRTimelineGroup
Ashford Advisors, LLC123,119$14.5M3.34%+2,69113F-HRTimeline
Sepio Capital, LP121,601$14.3M1.14%-2,64713F-HRTimeline
Wind River Trust Co121,474$14.3M5.61%-1,24813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…121,258$14.2M0.01%+48,55713F-HRTimelineGroup
Gotham Asset Management, LLC117,483$13.8M0.13%+14,28013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC108,461$12.7M0.01%-382,87713F-HR/ATimelineGroup
IFC Advisors LLC104,824$12.3M2.69%13F-HRTimeline
Waverly Advisors, LLC104,700$12.3M0.19%+18,03713F-HRTimeline
Lepercq De Neuflize Asset Management LLC104,300$12.3M8.79%13F-HRTimeline
Ausdal Financial Partners, Inc.100,907$11.9M1.02%-3413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS100,640$11.8M0.03%-7,80613F-HRTimeline
Capital World Investors97,949$11.5M<0.01%+57,03613F-HRTimeline
Harding Loevner LP98,088$11.5M0.08%+64,88613F-HRTimeline
PFG Advisors96,703$11.4M0.7%+4,70113F-HRTimeline
CWM, LLCin group CWM, LLC95,749$11.3M0.05%+4,85013F-HRTimelineGroup
DC Investments Management, LLC94,930$11.2M7.28%013F-HRTimeline
OLD MISSION CAPITAL LLC93,081$10.9M0.25%new13F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP93,021$10.9M0.3%-166,95513F-HRTimeline
NYL Investors LLC92,600$10.9M0.98%+4,80013F-HRTimeline
Dorsey & Whitney Trust CO LLC90,483$10.6M0.59%+65813F-HRTimeline
COMERICA BANK89,450$10.5M0.04%+7,40613F-HR/ATimeline
Pictet North America Advisors SA88,031$10.3M0.98%+71,43613F-HRTimeline
WestEnd Advisors, LLC87,706$10.3M0.26%+80,78613F-HRTimeline
Charter Oak Capital Management, LLC86,941$10.2M0.95%+8113F-HRTimeline
UNIQUE WEALTH, LLC84,911$9.98M2.08%+35,08813F-HRTimeline
NorthCoast Asset Management LLC83,568$9.82M0.05%-5,67013F-HR/ATimeline
VPR Management LLC83,300$9.79M5.1%-2,90013F-HRTimeline
DT Investment Partners, LLC83,203$9.78M0.83%-4513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.82,411$9.7M0.23%-30,47213F-HRTimelineGroup
SG Americas Securities, LLC80,362$9.44M0.04%013F-HRTimeline
North Berkeley Wealth Management, LLC80,069$9.41M9.55%13F-HRTimeline
LOWE BROCKENBROUGH & CO INC79,920$9.39M0.6%-2,10013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…79,864$9.38M2.63%+71413F-HRTimeline
Plan Group Financial, LLC78,849$9.26M4.89%-97113F-HRTimeline
FSA WEALTH PARTNERS, INC.77,445$9.1M2.13%+3,20913F-HRTimeline
Cetera Investment Advisers75,370$8.86M0.02%+1,49013F-HRTimeline
Stonehearth Capital Management, LLC74,771$8.79M3.52%+2,35713F-HRTimeline
Cromwell Holdings LLC72,760$8.55M4.93%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC72,065$8.47M0.01%+2,27113F-HRTimelineGroup
BIP Wealth, LLC70,931$8.33M0.56%-1,25313F-HRTimeline
Amplius Wealth Advisors, LLC70,806$8.32M0.85%+6,55813F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC69,820$8.23M0.02%+69,22513F-HR/ATimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…69,600$8.18M0.07%-84,40013F-HRTimelineGroup
Janney Capital Management LLC67,853$7.97M0.53%new13F-HRTimeline
Wealthspire Advisors, LLC65,321$7.68M0.08%+22213F-HRTimeline
Able Wealth Management LLC63,286$7.44M4.89%-1,26313F-HRTimeline
TD Capital Management LLC63,049$7.41M0.75%-3,80513F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.61,664$7.25M0.05%+19,30813F-HRTimeline
WMS Partners, LLC61,256$7.2M0.4%-86313F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.60,765$7.14M0.59%+36213F-HRTimeline
BluePointe Capital Management, LLC59,965$7.05M4.03%+26813F-HRTimeline
Clearstead Advisors, LLC59,737$7.02M0.11%+9,85713F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC59,002$6.93M1.03%+24,43613F-HRTimeline
Private Advisor Group, LLC58,782$6.91M0.04%+2,53413F-HRTimeline
Parallel Advisors, LLC58,636$6.89M0.16%+15913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC58,056$6.82M0.01%-28,68613F-HRTimelineGroup
Atria Investments, Inc56,133$6.6M0.08%+12,47213F-HRTimeline
Cambridge Investment Research Advisors,…53,628$6.3M0.02%+76013F-HRTimeline
Financial Enhancement Group LLC53,891$6.27M0.96%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA52,458$6.16M0.03%-15,12313F-HRTimelineGroup
LexAurum Advisors, LLC50,959$5.99M1.19%+3,11213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.50,275$5.91M0.29%013F-HRTimeline
Sandbox Financial Partners, LLC50,121$5.89M1.96%+4,05113F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI49,304$5.83M0.05%new13F-HRTimelineGroup
Northside Capital Management, LLC48,164$5.66M1.5%013F-HRTimeline
Beirne Wealth Consulting Services, LLC47,066$5.53M1.99%+1,20913F-HRTimeline
Moneda S.A. Administradora General de F…47,049$5.53M5.75%+1,12513F-HRTimeline
W1M Asset Management Ltd46,600$5.48M0.47%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC45,945$5.4M0.05%+10,03313F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC45,647$5.36M0.25%+6713F-HRTimeline
Peak Financial Management, Inc.45,505$5.35M1.6%-43013F-HRTimeline
Creative Planningin group Creative Planning45,326$5.33M0.01%-97213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV44,546$5.23M0.01%-89313F-HRTimeline
Madrona Financial Services, LLC44,441$5.22M1.42%-2,16113F-HRTimeline
Frank, Rimerman Advisors LLC44,053$5.18M0.38%-15713F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…43,249$5.08M0.01%new13F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC42,266$4.97M<0.01%-40,16513F-HRTimeline
Atwater Malick LLC42,049$4.94M1.66%-4113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,230$4.84M0.01%+1,68213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC40,754$4.79M0.97%+1,14213F-HRTimeline
USAdvisors Wealth Management, LLC40,742$4.79M1.56%-2,21313F-HRTimeline
Lee Financial Co40,484$4.76M0.67%-16213F-HRTimeline
Independent Wealth Network Inc.40,361$4.74M1.92%+84013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED39,981$4.71M0.44%-29,48713F-HRTimeline
Sand Hill Global Advisors, LLC39,577$4.65M0.2%013F-HRTimeline
BANQUE PICTET & CIE SA39,383$4.63M0.05%013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…38,539$4.53M<0.01%-134,77913F-HRTimelineGroup
Wescott Financial Advisory Group, LLC38,482$4.52M0.47%+1,26313F-HRTimeline
PAX Financial Group, LLC37,938$4.46M0.8%-2,12613F-HRTimeline
Ballentine Partners, LLC37,838$4.45M0.08%+1,16513F-HRTimeline
CW Advisors, LLC37,772$4.44M0.06%+1,28613F-HRTimeline
Moran Wealth Management, LLC37,542$4.41M0.14%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC37,361$4.39M0.3%+8,33813F-HRTimeline
Financial Council, LLC36,533$4.29M2.21%-3,03813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…36,257$4.26M0.15%-43113F-HRTimelineGroup
Saxony Capital Management, LLC35,947$4.22M3.72%+11,00813F-HRTimeline
DIVERSIFIED TRUST CO35,261$4.14M0.1%+2513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP33,727$4.07M0.62%+8913F-HRTimeline