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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
MORGAN STANLEYin group MORGAN STANLEY7,519,348$967M0.06%-720,45713F-HRTimelineGroup
Qalhat Capital Ltd3,588,206$461M65.64%+1,137,13413F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,292,511$295M3.89%+2,289,39113F-HRTimelineGroup
P/E Global LLC2,215,307$285M59.23%+13,98913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,192,824$282M0.22%-185,19813F-HRTimelineGroup
Allianz SEgroup of 2 filers holding1,911,818$246M-380,982Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,792,945$231M0.04%+1,021,54013F-HRTimelineGroup
Sageworth Trust Co1,736,413$223M12.37%-9,04413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,731,991$223M0.05%+8,73713F-HRTimelineGroup
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,423,054$183M3.09%-21,61013F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …1,382,484$178M5.02%-485,23013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,359,545$175M0.11%+98,14613F-HRTimelineGroup
Sequoia Financial Advisors, LLC1,325,997$171M1.17%+201,22413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,178,286$152M0.01%+110,58513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,137,324$146M0.01%-210,06813F-HRTimelineGroup
UBS Group AGin group UBS Group AG962,858$124M0.03%+416,57713F-HRTimelineGroup
CAPITAL ADVISORS INC/OK934,498$120M2.16%+12,60313F-HRTimeline
Bogart Wealth, LLC925,215$119M5.09%+240,27513F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC869,329$112M17.52%+3,80313F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC852,835$110M0.66%+86,30413F-HRTimelineGroup
EVOKE WEALTH, LLC814,395$105M2.46%-7,67113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD796,560$102M0.28%+41,97513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA783,949$101M0.02%+309,67813F-HR/ATimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC682,930$87.8M0.06%+121,58913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…621,117$79.9M0.35%-568,52313F-HRTimeline
IEQ CAPITAL, LLC542,081$69.7M0.43%+41,77613F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…518,042$66.6M6.88%+65,39013F-HRTimelineGroup
Johns Hopkins University513,164$66M3.49%-3,653,23213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.502,613$64.6M<0.01%+17,21713F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK500,000$64.3M0.14%new13F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC498,695$64.1M3.61%+421,72513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC493,941$63.5M0.1%+178,37213F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC492,387$63.3M0.08%+25,10713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP477,052$61.3M0.08%+50,35313F-HR/ATimelineGroup
HighTower Advisors, LLC465,774$59.9M0.08%-7,64413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/459,719$59.1M0.06%-299,78813F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC455,425$58.6M0.14%-26,49813F-HRTimelineGroup
Mill Creek Capital Advisors, LLC442,466$56.9M1.26%+112,73713F-HRTimeline
ALLIANCEBERNSTEIN L.P.424,722$54.6M0.02%-9,94313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.422,462$54.3M0.49%-218,84113F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…414,937$53.4M0.01%+345,73513F-HRTimelineGroup
Blue Trust, Inc.414,687$53.3M0.63%+3,83913F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co413,286$53.3M0.08%+65,67513F-HRTimelineGroup
Three Bridge Wealth Advisors, LLC403,429$51.9M13.67%+11,54813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/394,307$50.7M0.03%+4,72513F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.385,710$49.6M0.47%+148,63613F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
PARTNERS CAPITAL INVESTMENT GROUP, LLP385,120$49.5M1.98%+128,26113F-HRTimeline
Verger Capital Management LLC377,424$48.5M19.1%+86,34413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp360,328$46.3M0.01%+11,67013F-HRTimelineGroup
BRANDYWINE MANAGERS, LLCgroup of 2 filers holding355,394$45.7M0Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC348,861$44.8M0.18%+26,28213F-HRTimelineGroup
Rector, Church-Wardens & Vestrymen of T…345,102$44.4M30.09%-1,198,54113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich342,137$44M0.13%-8,32113F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC328,876$42.3M0.01%+65,68613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding325,883$41.9M+41,728Timeline
Granger Management LLC314,321$40.4M15.08%013F-HRTimeline
LPL Financial LLC307,346$39.5M0.01%+55,81213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\283,160$36.4M0.05%+3,03313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…279,639$36.3M0.06%+2,86813F-HRTimeline
Birnam Oak Advisors, LP276,800$35.6M10.67%+2,00013F-HRTimeline
Naviter Wealth, LLC276,103$35.5M4.37%+121,56213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.272,062$35M0.06%+11,57713F-HR/ATimelineGroup
Bricktown Capital, LLC271,947$35M6.33%-168,40013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC270,185$34.7M0.06%+35,73513F-HRTimelineGroup
Pathway Financial Advisors LLC244,292$31.4M4.6%+240,79013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP243,976$31.4M0.05%+2,77313F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM269,000$31.3M4.27%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.233,607$30M1.46%new13F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV232,948$30M0.66%-5,78513F-HR/ATimeline
Ayalon Insurance Comp Ltd.231,772$29.8M8.6%+72213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC218,468$28.1M1.67%-6,16113F-HRTimeline
Jasper Ridge Partners, L.P.211,651$27.2M0.68%-24,39613F-HRTimeline
SENTINEL TRUST CO LBA207,698$26.7M2.9%-27,58013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding207,581$26.7M-8,384Timeline
OLD NATIONAL BANCORP /IN/207,256$26.7M0.47%+193,12213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA205,758$26.5M0.05%-627,41013F-HRTimelineGroup
GFS Advisors, LLC202,200$26M3.56%+27,76513F-HRTimeline
Waldron Private Wealth LLC200,195$25.7M1.12%-8913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC190,385$24.5M0.02%-9,72713F-HR/ATimelineGroup
Circle Wealth Management, LLC187,610$24.1M0.54%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…185,614$23.9M0.05%+4,94813F-HR/ATimelineGroup
Drake & Associates, LLC183,227$23.6M5.77%+7,46513F-HRTimeline
EQUITABLE TRUST CO177,192$22.8M1.14%+45,78813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC177,187$22.8M0.02%+18,32813F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…175,704$22.5M<0.01%-137,17213F-HRTimelineGroup
Gotham Asset Management, LLC160,085$20.6M0.12%+42,60213F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH157,943$20.3M0.17%-85,01213F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP151,449$19.4M0.02%-418,94613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC150,462$19.3M0.21%-42813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC149,770$19.3M<0.01%-31,46713F-HRTimelineGroup
Qube Research & Technologies Ltd145,208$18.7M0.03%-48,81113F-HRTimeline
Cresset Asset Management, LLC143,677$18.5M0.09%-30,22213F-HR/ATimeline
VICTORY CAPITAL MANAGEMENT INC128,506$16.5M0.01%+48,09213F-HRTimeline
CENTAURUS FINANCIAL, INC.128,438$16.5M0.96%-2,35213F-HRTimeline
Ashford Advisors, LLC123,362$15.9M3.68%+60613F-HRTimeline
Avestar Capital, LLC123,295$15.9M1.16%+76,02613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…117,835$15.2M0.01%-34,39413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…114,803$14.8M0.12%-33213F-HRTimelineGroup
CWM, LLCin group CWM, LLC108,514$14M0.05%+5,96313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC108,071$13.9M0.01%-33113F-HR/ATimelineGroup
Amplius Wealth Advisors, LLC106,425$13.7M1.27%+35,98813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC105,372$13.6M0.07%-56,57913F-HRTimelineGroup
IFC Advisors LLC104,332$13.4M2.51%+1113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS104,316$13.4M0.03%+13113F-HRTimeline
Plan Group Financial, LLC102,924$13.2M4.35%-7,84413F-HRTimeline
Waverly Advisors, LLC102,714$13.2M0.14%+22513F-HRTimeline
Wind River Trust Co97,879$12.6M5.05%-16,82013F-HRTimeline
VPR Management LLC93,300$12M5.63%+10,00013F-HRTimeline
UNIQUE WEALTH, LLC93,044$12M1.93%+12,45713F-HRTimeline
Ausdal Financial Partners, Inc.92,676$11.9M0.8%-1,92713F-HRTimeline
Dorsey & Whitney Trust CO LLC89,595$11.5M0.61%-88813F-HRTimeline
Gryphon Financial Partners LLC89,138$11.5M1.5%+4,63113F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC88,558$11.4M0.03%-296,23713F-HRTimeline
SG Americas Securities, LLC87,253$11.2M0.05%+2,26713F-HRTimeline
NYL Investors LLC86,771$11.2M3.08%+3,57113F-HRTimeline
Cetera Investment Advisers86,103$11.1M0.02%+89413F-HRTimeline
Hackensack Meridian Health, Inc.85,000$10.9M1.21%-555,00013F-HRTimeline
DT Investment Partners, LLC83,028$10.7M0.96%-17513F-HRTimeline
North Berkeley Wealth Management, LLC82,510$10.6M9.73%+19613F-HRTimeline
Charter Oak Capital Management, LLC82,033$10.5M0.89%-4,13113F-HRTimeline
NorthCoast Asset Management LLC81,492$10.5M0.04%+8913F-HRTimeline
Mariner, LLCin group Mariner, LLC81,059$10.4M0.02%+12,51313F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.80,801$10.4M0.26%-53613F-HRTimelineGroup
Altrafin AG79,500$10.2M3.45%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/78,775$10.1M4.25%new13F-HR/ATimelineGroup
COMERICA BANK77,595$9.98M0.04%-4,84213F-HRTimeline
HB Wealth Management, LLC75,191$9.67M0.08%-5,20013F-HRTimeline
CW Advisors, LLC74,701$9.61M0.09%+37,04213F-HRTimeline
BIP Wealth, LLC74,533$9.58M0.59%+4,69313F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.72,850$9.37M0.07%+11,18613F-HRTimeline
Sepio Capital, LP72,288$9.3M0.66%-48,59213F-HRTimeline
Financial Management Professionals, Inc.71,093$9.14M1.03%+67,51613F-HRTimeline
Northeast Financial Consultants Inc70,178$9.02M0.37%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC70,000$9M0.01%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC69,802$8.98M0.01%-185,61313F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC73,100$8.94M0.01%+1,40013F-HRTimelineGroup
MGO ONE SEVEN LLC66,422$8.54M0.28%+59,30113F-HRTimeline
Clearstead Advisors, LLC65,644$8.44M0.12%+3,74113F-HRTimeline
Private Advisor Group, LLC62,372$8.02M0.04%+1,30413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…61,317$7.88M0.09%-3,60013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP61,171$7.87M<0.01%+3,11313F-HRTimelineGroup
TD Capital Management LLC61,108$7.86M0.74%-1,69913F-HRTimeline
FMR LLCin group FMR LLC61,076$7.85M<0.01%+62713F-HRTimelineGroup
Able Wealth Management LLC60,883$7.83M3.95%-2,52013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.59,220$7.62M0.59%-98213F-HRTimeline
Parallel Advisors, LLC57,472$7.39M0.15%-1,02113F-HRTimeline
JENNISON ASSOCIATES LLC56,957$7.32M<0.01%-733,24313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC55,041$7.08M0.01%+7,52613F-HRTimeline
Glenmede Investment Management, LP53,896$6.93M0.04%13F-HRTimeline
Financial Enhancement Group LLC52,936$6.84M0.98%-1,14313F-HRTimeline
Creative Planningin group Creative Planning52,432$6.74M0.01%+2,47313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP52,191$6.71M0.01%+12,50813F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC52,005$6.69M2.17%+4,72713F-HRTimeline
LexAurum Advisors, LLC50,408$6.48M1.02%+11713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.50,275$6.47M0.29%013F-HRTimeline
Quantinno Capital Management LP50,142$6.45M0.03%+38,56913F-HRTimeline
Verum Partners LLC48,235$6.2M1.43%new13F-HRTimeline
Northside Capital Management, LLC48,109$6.19M0.47%013F-HRTimeline
Cambridge Investment Research Advisors,…46,908$6.03M0.02%-6,86913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…46,319$5.96M0.26%new13F-HRTimeline
Hirtle & Co., LLC46,051$5.92M0.22%+27,42013F-HRTimeline
OAK FAMILY ADVISORS, LLC45,319$5.83M2.11%+41,42913F-HRTimeline
Peak Financial Management, Inc.45,297$5.83M1.66%-69913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,640$5.74M0.01%+2,24913F-HRTimelineGroup
Atwater Malick LLC44,098$5.67M1.8%+98113F-HRTimeline
Frank, Rimerman Advisors LLC44,053$5.67M0.38%013F-HRTimeline
SCS Capital Management LLC43,644$5.61M0.06%+17,55213F-HRTimeline
Moneda S.A. Administradora General de F…43,523$5.6M6.07%-5,69213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV42,429$5.46M0.01%-70313F-HRTimeline
Atria Investments, Inc42,232$5.43M0.06%-12213F-HRTimeline
Sand Hill Global Advisors, LLC42,046$5.41M0.2%+2,46913F-HRTimeline
Lee Financial Co41,810$5.38M0.77%+74213F-HRTimeline
Wescott Financial Advisory Group, LLC41,765$5.37M0.51%+1,07013F-HRTimeline
BBR PARTNERS, LLC41,563$5.35M0.33%-35213F-HRTimeline
Independent Wealth Network Inc.40,844$5.25M1.91%+34513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC40,022$5.15M0.94%+26513F-HRTimeline
Ballentine Partners, LLC37,838$4.87M0.07%013F-HRTimeline
BARINGS LLCin group BARINGS LLC37,409$4.81M0.11%+10,41813F-HRTimelineGroup
Procyon Advisors, LLC36,728$4.72M0.45%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…36,621$4.71M0.16%+1,90213F-HRTimelineGroup
EP Wealth Advisors, LLC35,977$4.63M0.03%-1,46513F-HRTimeline
Steward Partners Investment Advisory, L…35,976$4.63M0.04%+16,29013F-HRTimeline
DIVERSIFIED TRUST CO35,245$4.53M0.1%+2613F-HRTimeline
Financial Council, LLC35,134$4.52M2.18%-1,28613F-HRTimeline
USAdvisors Wealth Management, LLC34,828$4.48M1.67%-42613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP34,723$4.47M0.67%+66813F-HRTimeline
Madrona Financial Services, LLC34,683$4.46M1.07%-2,38613F-HRTimeline
Clarius Group, LLC34,459$4.43M0.26%-11113F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI33,644$4.33M0.03%-5,95013F-HRTimelineGroup
Sava Infond d.o.o.33,450$4.3M0.67%013F-HRTimeline
Intergy Private Wealth, LLC33,226$4.27M1.46%+113F-HRTimeline
PAX Financial Group, LLC32,465$4.17M0.8%-1,80513F-HRTimeline
SBI Securities Co., Ltd.31,899$4.1M0.12%+3113F-HRTimeline
Sageworth Trust Co of South Dakota31,062$3.99M4.33%013F-HRTimeline
Well Done, LLC30,958$3.98M0.75%-16313F-HRTimeline
BSW Wealth Partners30,907$3.97M0.54%+4813F-HRTimeline
National Philanthropic Trust30,329$3.9M0.05%013F-HRTimeline
McKinley Carter Wealth Services, Inc.30,072$3.87M0.21%+27,75613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC29,979$3.86M0.38%-22813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,195$3.75M<0.01%new13F-HRTimelineGroup