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Disclosery

ACWV ISHARES INC

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MSCI GBL MIN VOL (fund)

312 managers (315 13F filers) reported a position in ACWV shares at 2024-12-31, 17,510,359 shares in all. 21 filers opened a position and 32 filers sold out during the quarter.

Managers
312
13F filers
315
New
21
Added
98
Reduced
113
Sold out
32
Shares held by filers
17,510,359

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
Tranquility Partners, LLC2,669$291K0.11%013F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …2,587$283K0.12%013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,570$281K0.02%-61513F-HRTimeline
PRIVATE TRUST CO NA2,541$277K0.03%013F-HRTimeline
FIRST AMERICAN BANK2,500$273K0.02%013F-HRTimeline
Dorsey & Whitney Trust CO LLC2,500$273K0.02%013F-HRTimeline
Graypoint LLC2,500$273K0.02%013F-HRTimeline
First Heartland Consultants, Inc.2,473$270K0.03%-4613F-HRTimeline
Lee Financial Co2,416$264K0.04%013F-HRTimeline
Genesis Wealth Advisors, LLC2,402$262K0.23%13F-HRTimeline
Joel Isaacson & Co., LLC2,393$261K0.01%+3513F-HRTimeline
ASSET PLANNING CORPORATION2,372$259K0.16%013F-HRTimeline
Syntegra Private Wealth Group, LLC2,345$256K0.03%-80413F-HRTimeline
Prasad Wealth Partners, LLC2,345$256K0.08%13F-HRTimeline
Sigma Planning Corp2,339$255K0.01%-1,85813F-HRTimeline
WP Advisors, LLC2,334$255K0.08%+3413F-HRTimeline
Western Wealth Management, LLC2,304$252K0.02%+313F-HR/ATimeline
BSW Wealth Partners2,302$251K0.04%013F-HRTimeline
Argent Trust Co2,300$251K0.01%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,274$248K0.03%-50513F-HRTimeline
Klingman & Associates, LLC2,231$244K0.01%013F-HRTimeline
Brueske Advisory Services, LLC2,209$241K0.21%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,199$240K<0.01%+42813F-HRTimeline
Cable Hill Partners, LLC2,187$239K0.02%+4013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,160$236K0.04%+25613F-HRTimeline
Optivise Advisory Services LLC2,154$235K0.13%013F-HRTimeline
High Falls Advisors, Inc2,154$235K0.05%+1113F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,145$234K0.03%013F-HRTimeline
Advisory Services Network, LLC2,012$220K<0.01%-12513F-HRTimeline
Independent Wealth Network Inc.1,968$215K0.09%-7613F-HRTimeline
Syverson Strege & Co1,962$214K0.07%-4613F-HRTimeline
Lynx Investment Advisory1,956$214K0.15%-6013F-HRTimeline
Legacy Advisory Services, LLC1,952$213K0.18%new13F-HRTimeline
Walkner Condon Financial Advisors LLC1,945$212K0.04%-613F-HRTimeline
Acorn Wealth Advisors, LLC1,926$210K0.09%+1513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC1,922$210K0.05%new13F-HR/ATimeline
LVW Advisors, LLC1,909$208K0.03%+213F-HRTimeline
Arax Advisory Partners1,896$207K0.01%new13F-HRTimeline
Soltis Investment Advisors LLC1,887$206K0.02%-2713F-HRTimeline
Veery Capital, LLC1,886$206K0.08%-1,40813F-HRTimeline
Safeguard Investment Advisory Group, LLC1,874$205K0.06%-35813F-HRTimeline
Mascoma Wealth Management LLC1,860$203K0.05%013F-HRTimeline
Daner Wealth Management, LLC1,795$203K0.15%13F-HRTimeline
Apeiron RIA LLC1,848$202K0.06%-1713F-HRTimeline
Capital Investment Advisory Services, L…1,828$200K0.02%013F-HRTimeline
Creekmur Asset Management LLC1,748$191K0.04%+2513F-HRTimeline
Allworth Financial LP1,590$175K<0.01%-12213F-HRTimeline
Farther Finance Advisors, LLC1,462$160K0.01%+1,41713F-HRTimeline
AdvisorNet Financial, Inc1,388$152K0.01%+47813F-HRTimeline
Pacific Center for Financial Services1,249$136K0.04%+1813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,219$133K<0.01%013F-HRTimelineGroup
Holos Integrated Wealth LLC1,080$118K0.08%13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,075$117K-50Timeline
Tortoise Investment Management, LLC827$90.3K0.01%013F-HR/ATimeline
MATHER GROUP, LLC.772$84.3K<0.01%+62813F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC722$78.8K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.686$74.9K0.03%-2413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.681$74.1K<0.01%-113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…677$73.9K<0.01%-613F-HRTimeline
Wilmington Savings Fund Society, FSB670$73.2K<0.01%013F-HRTimeline
Parallel Advisors, LLC668$72.9K<0.01%013F-HRTimeline
Tidemark, LLC656$71.6K0.03%013F-HRTimeline
IFP Advisors, Inc520$56.8K<0.01%-18613F-HRTimeline
Sachetta, LLC500$54.6K0.02%013F-HRTimeline
AE Wealth Management LLC492$53.7K<0.01%new13F-HRTimeline
Modus Advisors, LLC480$52.4K0.02%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC464$51K<0.01%-1413F-HRTimelineGroup
GPS Wealth Strategies Group, LLC364$39.7K0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC349$38.1K0.01%+513F-HRTimeline
Richard Bernstein Advisors LLC326$35.6K<0.01%+17113F-HRTimeline
Abound Wealth Management322$35.2K0.01%new13F-HRTimeline
Investors Research Corp309$33.7K0.01%013F-HRTimeline
Cornerstone Planning Group LLC297$33.3K0.01%+413F-HRTimeline
Medallion Wealth Advisors, LLC304$33.2K0.02%13F-HRTimeline
LEE DANNER & BASS INC300$32.8K<0.01%new13F-HRTimeline
Pineridge Advisors LLC274$30K0.01%+413F-HRTimeline
CENTRAL TRUST Co269$29.4K<0.01%013F-HRTimeline
GAMMA Investing LLC228$24.9K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC206$22.5K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC197$21.5K<0.01%new13F-HRTimeline
Continuum Advisory, LLC175$19.1K<0.01%+113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.162$17.7K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC153$16.7K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.142$15.5K0.01%13F-HRTimeline
First Pacific Financial142$15.5K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…129$14.2K<0.01%013F-HRTimeline
Coston, McIsaac & Partners135$14K<0.01%+7113F-HRTimeline
Whipplewood Advisors, LLC128$14K0.01%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC105$11.5K<0.01%new13F-HRTimeline
Crewe Advisors LLC100$10.9K<0.01%013F-HRTimeline
SIGNATUREFD, LLC99$10.9K<0.01%+113F-HRTimeline
Independence Bank of Kentucky92$10K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC89$9.71K<0.01%013F-HRTimeline
Painted Porch Advisors LLC84$9.15K<0.01%+113F-HRTimeline
Glass Jacobson Investment Advisors llc70$7.64K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Headlands Technologies LLC69$7.54K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC65$7.14K<0.01%-4113F-HRTimeline
TSFG, LLC61$7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC63$6.88K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC60$6.55K<0.01%013F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.58$6.33K<0.01%new13F-HRTimeline
Orion Capital Management LLC57$6.22K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department52$5.68K<0.01%13F-HRTimelineGroup
Addison Advisors LLC46$5.04K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS44$4.8K<0.01%-3,69213F-HRTimelineGroup
Transce3nd, LLC32$3.49K<0.01%13F-HRTimeline
Beacon Capital Management, LLC21$2.33K<0.01%013F-HRTimeline
Blue Trust, Inc.15$1.66K<0.01%new13F-HR/ATimeline
Kiely Wealth Advisory Group, Inc.13$1.47K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6$664<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.6$656<0.01%013F-HRTimeline
LGT Financial Advisors LLC2$218<0.01%new13F-HRTimeline