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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
MORGAN STANLEYin group MORGAN STANLEY8,239,805$959M0.07%+955,93613F-HRTimelineGroup
Johns Hopkins University4,166,396$485M18.3%+316,36413F-HRTimeline
Qalhat Capital Ltd2,451,072$285M59.91%+667,37013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,378,022$277M0.21%-58,07613F-HRTimelineGroup
Allianz SEgroup of 2 filers holding2,292,800$267M+28,480Timeline
P/E Global LLC2,201,318$256M57.99%-27,90313F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …1,867,714$217M6.37%-530,64513F-HR/ATimelineGroup
Sageworth Trust Co1,745,457$203M12.63%-6,09713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,723,254$201M0.05%-205,64913F-HRTimelineGroup
Rector, Church-Wardens & Vestrymen of T…1,543,643$180M81.72%new13F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,444,664$168M2.98%-118,82413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,347,392$157M0.01%-500,18313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,261,399$147M0.08%-123,40513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,189,640$138M0.69%-214,38013F-HRTimeline
Sequoia Financial Advisors, LLC1,124,773$131M1.01%-174,45313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,067,701$124M0.01%-143,70413F-HRTimelineGroup
CAPITAL ADVISORS INC/OK921,895$107M2.14%+231,55913F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC865,526$101M17.87%-45,08113F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA833,168$97M0.22%+428,73513F-HR/ATimelineGroup
EVOKE WEALTH, LLC822,066$95.7M2.5%-24,88513F-HRTimeline
JENNISON ASSOCIATES LLC790,200$92M0.06%+657,16213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC771,405$89.8M0.02%-171,85113F-HR/ATimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC766,531$89.2M0.45%-11,82213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/759,507$88.4M0.1%+336,29613F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD754,585$87.8M0.27%-44613F-HRTimelineGroup
Bogart Wealth, LLC684,940$79.7M3.76%-5,89913F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.641,303$74.7M0.75%+174,37013F-HRTimeline
Hackensack Meridian Health, Inc.640,000$74.5M8.48%-330,00013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP570,395$66.3M0.07%+552,79013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC561,341$65.3M0.04%+82,83413F-HRTimelineGroup
UBS Group AGin group UBS Group AG546,281$63.6M0.01%-325,87913F-HRTimelineGroup
IEQ CAPITAL, LLC500,305$58.2M0.46%+376,27313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.485,396$56.5M<0.01%-181,98313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC481,923$56.1M0.15%-2,79313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA474,271$55.2M0.01%-160,73013F-HR/ATimelineGroup
HighTower Advisors, LLC473,418$55.1M0.07%-25,45013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC467,280$54.4M0.08%-68,53813F-HRTimelineGroup
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…452,652$52.7M5.86%+162,77813F-HRTimelineGroup
Bricktown Capital, LLC440,347$51.3M9.6%+23,72813F-HRTimeline
ALLIANCEBERNSTEIN L.P.434,665$50.6M0.02%-79,87413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP426,699$49.7M0.08%-6,08613F-HRTimelineGroup
Blue Trust, Inc.410,848$47.8M0.61%+9,22213F-HRTimeline
Three Bridge Wealth Advisors, LLC391,881$45.6M15.87%+4,15913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/389,582$45.3M0.02%-54513F-HRTimelineGroup
POLEN CAPITAL MANAGEMENT LLC384,795$44.8M0.14%+66,99413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…367,609$42.8M0.92%+6,00713F-HRTimelineGroup
BRANDYWINE MANAGERS, LLCgroup of 2 filers holding355,394$41.4M0Timeline
Bank Julius Baer & Co. Ltd, Zurich350,458$40.8M0.13%-62,03613F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp348,658$40.6M0.01%-28,74313F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co347,611$40.4M0.07%+113,86813F-HRTimelineGroup
Mill Creek Capital Advisors, LLC329,729$38.4M0.93%-4,08613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC322,579$37.5M0.16%-1,22113F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC315,569$36.7M0.07%-122,95813F-HRTimelineGroup
Granger Management LLC314,321$36.6M13.18%-1,025,00013F-HRTimeline
Capital International Investorsin group Capital International Investo…312,876$36.4M0.01%-512,75013F-HRTimelineGroup
Verger Capital Management LLC291,080$33.9M14.9%+48,36313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding284,155$33.1M-67,065Timeline
US BANCORP \DE\in group US BANCORP \DE\280,127$32.6M0.04%+4,66113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…276,771$32.2M0.06%-3,25913F-HRTimeline
Birnam Oak Advisors, LP274,800$32M13.39%-6,00013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM269,000$31.3M4.54%+266,65113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC263,190$30.6M0.01%-9,52813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.260,485$30.3M0.07%+22,54213F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP256,859$29.9M0.51%+163,83813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC255,415$29.7M0.05%-69,46513F-HRTimelineGroup
LPL Financial LLC251,534$29.3M0.01%-26,92313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP241,203$28.1M0.05%+25,12713F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV238,733$27.8M0.8%-60,06413F-HR/ATimeline
Banco Santander, S.A.in group Banco Santander, S.A.237,074$27.6M0.3%+37,23213F-HRTimelineGroup
Jasper Ridge Partners, L.P.236,047$27.5M0.88%+18,03913F-HRTimeline
SENTINEL TRUST CO LBA235,278$27.4M3.23%+41,03513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC234,450$27.3M0.06%+85,46213F-HRTimelineGroup
Ayalon Insurance Comp Ltd.231,050$26.9M8.68%+11,33313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC224,629$26.1M1.83%-12,33813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding215,965$25.1M+8,068Timeline
RETIREMENT CAPITAL STRATEGIES204,176$23.8M9.28%new13F-HRTimeline
Waldron Private Wealth LLC200,284$23.3M1.1%+1,01413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC200,112$23.3M0.02%+5,40113F-HRTimelineGroup
Qube Research & Technologies Ltd194,019$22.6M0.04%-80,34013F-HRTimeline
Bremer Bank National Association193,622$22.5M4.01%013F-HRTimeline
Circle Wealth Management, LLC187,610$21.8M0.51%013F-HRTimeline
Privium Fund Management (UK) Ltd183,080$21.5M16.6%+1,78013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC181,237$21.1M0.01%+57,85813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…180,666$21M0.05%-11,34613F-HRTimelineGroup
Drake & Associates, LLC175,762$20.5M5.75%+4,02213F-HRTimeline
GFS Advisors, LLC174,435$20.3M4.08%+32,21013F-HRTimeline
Cresset Asset Management, LLC173,899$20.2M0.1%-11,62813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…166,422$19.3M0.08%+1,83213F-HRTimelineGroup
Arlington Capital Management, Inc.165,436$19.3M14.59%-100,22213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC161,951$18.8M0.11%-4,06713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC158,859$18.5M0.01%-242,29913F-HRTimelineGroup
Naviter Wealth, LLC154,541$18M2.18%-4,02313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…152,229$17.7M0.01%+30,97113F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC150,890$17.6M0.2%-48113F-HRTimelineGroup
EQUITABLE TRUST CO131,404$15.3M0.85%-2,19013F-HRTimeline
CENTAURUS FINANCIAL, INC.130,790$15.2M0.92%+3,03113F-HRTimeline
Ashford Advisors, LLC122,756$14.3M3.57%-36313F-HRTimeline
Sepio Capital, LP120,880$14.1M1.11%-72113F-HRTimeline
Gotham Asset Management, LLC117,483$13.7M0.11%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…115,135$13.4M0.11%-32,72513F-HRTimelineGroup
Wind River Trust Co114,699$13.3M5.73%-6,77513F-HRTimeline
Plan Group Financial, LLC110,768$12.9M4.6%+31,91913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC108,402$12.6M0.01%-5913F-HR/ATimelineGroup
BluePointe Capital Management, LLC104,716$12.2M4.64%+44,75113F-HRTimeline
IFC Advisors LLC104,321$12.1M2.53%-50313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS104,185$12.1M0.03%+3,54513F-HRTimeline
CWM, LLCin group CWM, LLC102,551$11.9M0.05%+6,80213F-HRTimelineGroup
Waverly Advisors, LLC102,489$11.9M0.15%-2,21113F-HRTimeline
ADVISORY RESEARCH INC100,374$11.7M2.06%+81,46713F-HRTimeline
Ausdal Financial Partners, Inc.94,603$11M0.83%-6,30413F-HRTimeline
WestEnd Advisors, LLC92,423$10.8M0.29%+4,71713F-HRTimeline
Dorsey & Whitney Trust CO LLC90,483$10.5M0.61%013F-HRTimeline
PFG Advisors86,812$10.1M0.56%-9,89113F-HRTimeline
Charter Oak Capital Management, LLC86,164$10M0.92%-77713F-HRTimeline
Cetera Investment Advisers85,209$9.92M0.02%+9,83913F-HRTimeline
SG Americas Securities, LLC84,986$9.89M0.03%+4,62413F-HRTimeline
Gryphon Financial Partners LLC84,507$9.84M1.42%-40,20413F-HRTimeline
VPR Management LLC83,300$9.7M4.71%013F-HRTimeline
DT Investment Partners, LLC83,203$9.68M0.93%013F-HRTimeline
NYL Investors LLC83,200$9.68M0.62%-9,40013F-HRTimeline
COMERICA BANK82,437$9.59M0.04%-7,01313F-HRTimeline
North Berkeley Wealth Management, LLC82,314$9.58M9.97%+2,24513F-HRTimeline
NorthCoast Asset Management LLC81,403$9.47M0.05%-2,16513F-HR/ATimeline
AlTi Global, Inc.in group AlTi Global, Inc.81,337$9.47M0.25%-1,07413F-HRTimelineGroup
UNIQUE WEALTH, LLC80,587$9.38M1.77%-4,32413F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC80,414$9.36M0.01%+38,14813F-HRTimeline
HB Wealth Management, LLC80,391$9.36M0.08%+59,40013F-HRTimeline
FSA WEALTH PARTNERS, INC.79,665$9.27M3.51%+2,22013F-HRTimeline
Altrafin AG79,500$9.25M3.6%+50,00013F-HRTimeline
LOWE BROCKENBROUGH & CO INC76,970$8.96M0.59%-2,95013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC71,700$8.35M0.01%+46,00013F-HRTimelineGroup
Amplius Wealth Advisors, LLC70,437$8.2M0.85%-36913F-HRTimeline
BIP Wealth, LLC69,840$8.13M0.53%-1,09113F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…69,202$8.05M<0.01%+30,66313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC68,546$7.98M0.01%-3,51913F-HRTimelineGroup
Wealthspire Advisors, LLC65,321$7.6M0.05%013F-HRTimeline
Able Wealth Management LLC63,403$7.38M4.37%+11713F-HRTimeline
TD Capital Management LLC62,807$7.31M0.74%-24213F-HRTimeline
Clearstead Advisors, LLC61,903$7.2M0.11%+2,16613F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.61,664$7.18M0.06%013F-HRTimeline
Private Advisor Group, LLC61,068$7.11M0.04%+2,28613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…64,917$7.09M0.09%+43,46313F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…60,836$7.08M0.07%-1,547,69213F-HRTimelineGroup
FMR LLCin group FMR LLC60,449$7.04M<0.01%-222,88913F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.60,202$7.01M0.58%-56313F-HRTimeline
Centerstone Investors, LLC59,300$6.9M16.37%new13F-HRTimeline
Parallel Advisors, LLC58,493$6.81M0.15%-14313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP58,058$6.76M<0.01%-151,63813F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA54,483$6.34M0.03%+2,02513F-HRTimelineGroup
Cambridge Investment Research Advisors,…53,777$6.26M0.02%+14913F-HRTimeline
Financial Enhancement Group LLC54,079$6.06M0.95%+18813F-HRTimeline
LexAurum Advisors, LLC50,291$5.85M1.12%-66813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.50,275$5.85M0.29%013F-HRTimeline
Creative Planningin group Creative Planning49,959$5.81M0.01%+4,63313F-HRTimelineGroup
Moneda S.A. Administradora General de F…49,215$5.73M6.15%+2,16613F-HRTimeline
SteelPeak Wealth, LLC48,426$5.64M0.24%new13F-HRTimeline
Northside Capital Management, LLC48,109$5.6M0.91%-5513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,515$5.53M0.01%+6,28513F-HRTimeline
Beirne Wealth Consulting Services, LLC47,278$5.5M1.96%+21213F-HRTimeline
Avestar Capital, LLC47,269$5.5M0.52%+31,84713F-HRTimeline
Peak Financial Management, Inc.45,996$5.35M1.6%+49113F-HRTimeline
MayTech Global Investments, LLC45,874$5.34M0.69%+29,70313F-HRTimeline
Pictet North America Advisors SA45,475$5.29M0.53%-42,55613F-HRTimeline
Frank, Rimerman Advisors LLC44,053$5.13M0.41%013F-HRTimeline
Capital World Investors43,471$5.05M<0.01%-54,47813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV43,132$5.02M0.01%-1,41413F-HRTimeline
Atwater Malick LLC43,117$5.02M1.7%+1,06813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,391$4.93M0.01%+32,87613F-HRTimelineGroup
Atria Investments, Inc42,354$4.93M0.06%-13,77913F-HRTimeline
Union Bancaire Privee, UBP SA39,001$4.93M0.09%-114,97913F-HRTimeline
BBR PARTNERS, LLC41,915$4.88M0.34%+17,76513F-HRTimeline
Lee Financial Co41,068$4.78M0.73%+58413F-HRTimeline
Wescott Financial Advisory Group, LLC40,695$4.74M0.49%+2,21313F-HRTimeline
Independent Wealth Network Inc.40,499$4.71M1.88%+13813F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI39,594$4.68M0.04%-9,71013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED40,108$4.66M0.44%+12713F-HR/ATimeline
RETIREMENT INCOME SOLUTIONS, INC39,757$4.63M0.97%-99713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,683$4.62M<0.01%-97,33913F-HRTimelineGroup
Sand Hill Global Advisors, LLC39,577$4.61M0.19%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC38,524$4.48M0.04%-7,42113F-HRTimeline
Ballentine Partners, LLC37,838$4.4M0.08%013F-HRTimeline
CW Advisors, LLC37,659$4.38M0.05%-11313F-HRTimeline
EP Wealth Advisors, LLC37,442$4.36M0.03%+6,75213F-HRTimeline
Madrona Financial Services, LLC37,069$4.31M1.19%-7,37213F-HRTimeline
Financial Council, LLC36,420$4.24M2.29%-11313F-HRTimeline
USAdvisors Wealth Management, LLC35,254$4.1M1.43%-5,48813F-HRTimeline
DIVERSIFIED TRUST CO35,219$4.1M0.1%-4213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…34,719$4.04M0.15%-1,53813F-HRTimelineGroup
Harding Loevner LP34,592$4.03M0.03%-63,49613F-HRTimeline
Clarius Group, LLC34,570$4.02M0.25%013F-HRTimeline
PAX Financial Group, LLC34,270$3.99M0.71%-3,66813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP34,055$3.96M0.64%+32813F-HRTimeline
Sava Infond d.o.o.33,450$3.89M0.74%013F-HRTimeline
Intergy Private Wealth, LLC33,225$3.87M1.47%013F-HRTimeline
Sharkey, Howes & Javer32,132$3.74M0.53%-76813F-HRTimeline
SBI Securities Co., Ltd.31,868$3.71M0.12%+24,15013F-HRTimeline
PINNACLE ASSOCIATES LTD31,780$3.7M0.05%-2513F-HRTimeline
Saxony Capital Management, LLC31,486$3.66M3.22%-4,46113F-HRTimeline
Well Done, LLC31,121$3.66M0.66%+41813F-HRTimeline
Sageworth Trust Co of South Dakota31,062$3.62M4.35%013F-HRTimeline