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Disclosery

ACWV ISHARES INC

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MSCI GBL MIN VOL (fund)

325 managers (328 13F filers) reported a position in ACWV shares at 2025-03-31, 17,669,630 shares in all. 39 filers opened a position and 24 filers sold out during the quarter.

Managers
325
13F filers
328
New
39
Added
74
Reduced
128
Sold out
24
Shares held by filers
17,669,630

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
CGN Advisors LLC2,760$321K0.03%-28313F-HRTimeline
Buck Wealth Strategies, LLC2,727$317K0.06%-9813F-HRTimeline
CVFG LLC2,716$316K0.29%-2013F-HRTimeline
Parisi Gray Wealth Management2,711$315K0.1%013F-HRTimeline
Rathbones Group PLC2,707$315K<0.01%-12213F-HRTimeline
Tranquility Partners, LLC2,669$311K0.12%013F-HRTimeline
Cable Hill Partners, LLC2,575$301K0.03%+38813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,573$299K0.02%+313F-HRTimeline
Twelve Points Wealth Management LLC2,516$293K0.08%-27213F-HRTimeline
FIRST AMERICAN BANK2,500$291K0.02%013F-HRTimeline
Dorsey & Whitney Trust CO LLC2,500$291K0.02%013F-HRTimeline
Graypoint LLC2,500$291K0.02%013F-HRTimeline
WOLVERINE TRADING, LLC2,480$287K0.01%new13F-HRTimeline
Virtue Capital Management, LLC2,451$285K0.03%new13F-HRTimeline
Lee Financial Co2,416$281K0.04%013F-HRTimeline
Genesis Wealth Advisors, LLC2,402$280K0.23%013F-HRTimeline
ASSET PLANNING CORPORATION2,372$276K0.16%013F-HRTimeline
First Heartland Consultants, Inc.2,361$275K0.03%-11213F-HRTimeline
Prasad Wealth Partners, LLC2,345$273K0.09%013F-HRTimeline
Syntegra Private Wealth Group, LLC2,342$273K0.03%-313F-HRTimeline
WP Advisors, LLC2,334$272K0.09%013F-HRTimeline
Western Wealth Management, LLC2,318$270K0.02%+1413F-HRTimeline
Advisory Services Network, LLC2,314$269K0.01%+30213F-HRTimeline
BSW Wealth Partners2,302$268K0.04%013F-HRTimeline
Argent Trust Co2,300$268K0.01%013F-HRTimeline
Operose Advisors LLC2,281$265K0.09%-2,27513F-HRTimeline
Magnus Financial Group LLC2,280$265K0.03%new13F-HRTimeline
Joel Isaacson & Co., LLC2,243$261K0.01%-15013F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …2,236$260K0.11%-35113F-HRTimelineGroup
Klingman & Associates, LLC2,231$260K0.02%013F-HRTimeline
Accurate Wealth Management, LLC2,213$251K0.05%new13F-HRTimeline
Optivise Advisory Services LLC2,154$251K0.14%013F-HRTimeline
TD Waterhouse Canada Inc.2,146$250K<0.01%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,145$250K0.03%013F-HRTimeline
PRIVATE TRUST CO NA2,126$247K0.03%-41513F-HRTimeline
High Falls Advisors, Inc2,121$247K0.06%-3313F-HRTimeline
Symmetry Partners, LLC2,087$243K0.03%-64313F-HRTimeline
Independent Advisor Alliance2,066$240K0.01%-13,59613F-HRTimeline
Brookwood Investment Group LLC2,006$233K0.04%13F-HRTimeline
Independent Wealth Network Inc.1,970$229K0.09%+213F-HRTimeline
Legacy Advisory Services, LLC1,952$227K0.19%013F-HRTimeline
Soltis Investment Advisors LLC1,946$226K0.02%+5913F-HRTimeline
Arax Advisory Partners1,896$221K0.01%013F-HRTimeline
Veery Capital, LLC1,886$219K0.09%013F-HRTimeline
Syverson Strege & Co1,883$219K0.07%-7913F-HRTimeline
Safeguard Investment Advisory Group, LLC1,874$218K0.06%013F-HRTimeline
Mascoma Wealth Management LLC1,860$216K0.05%013F-HRTimeline
Motiv8 Investments LLC1,857$216K0.14%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,855$216K0.03%-41913F-HRTimeline
Capital Investment Advisory Services, L…1,828$213K0.02%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,825$212K0.03%new13F-HRTimeline
Apeiron RIA LLC1,797$209K0.06%-5113F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC1,796$209K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.1,795$209K<0.01%-40413F-HRTimeline
Creekmur Asset Management LLC1,775$207K0.04%+2713F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,786$202K0.11%new13F-HRTimeline
Farther Finance Advisors, LLC1,462$170K<0.01%013F-HRTimeline
Allworth Financial LP1,423$164K<0.01%-16713F-HRTimeline
AdvisorNet Financial, Inc1,388$162K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,280$149K0.01%-6,22713F-HRTimeline
Pacific Center for Financial Services1,249$145K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,219$142K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding1,075$125K0Timeline
Holos Integrated Wealth LLC1,072$125K0.08%-813F-HRTimeline
HOWE & RUSLING INC833$96.9K0.01%new13F-HRTimeline
Tortoise Investment Management, LLC827$96.2K0.01%013F-HR/ATimeline
MATHER GROUP, LLC.772$89.8K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC722$84K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…688$80.1K<0.01%+1113F-HRTimeline
Cape Investment Advisory, Inc.686$79.8K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB670$78K<0.01%013F-HRTimeline
Tidemark, LLC656$76.3K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.681$73.3K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC627$73K<0.01%-4113F-HRTimeline
IFP Advisors, Inc489$56.9K<0.01%-3113F-HRTimeline
AE Wealth Management LLC480$55.8K<0.01%-1213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC464$54K<0.01%013F-HRTimelineGroup
Sachetta, LLC463$53.9K0.02%-3713F-HRTimeline
LANARK FINANCIAL, INC.407$47K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC400$46.5K0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC364$42.4K0.01%013F-HRTimeline
Investors Research Corp309$36K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC304$35.4K0.02%013F-HRTimeline
Cornerstone Planning Group LLC297$34.2K0.01%013F-HRTimeline
von Borstel & Associates, Inc.287$33K0.01%new13F-HRTimeline
Pineridge Advisors LLC274$31.9K0.01%013F-HRTimeline
CENTRAL TRUST Co269$31.3K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.241$28K<0.01%new13F-HRTimeline
Independence Bank of Kentucky210$24.4K<0.01%+11813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC206$24K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.162$18.9K0.01%013F-HRTimeline
GAMMA Investing LLC154$17.9K<0.01%-7413F-HR/ATimeline
Vermillion Wealth Management, Inc.142$16.6K<0.01%013F-HRTimeline
First Pacific Financial142$16.5K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC199$14.9K0.01%+7113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC105$12.2K0.01%013F-HRTimeline
TRUST CO OF VERMONT103$12K<0.01%new13F-HRTimeline
Crewe Advisors LLC100$11.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC99$11.6K<0.01%013F-HRTimeline
Painted Porch Advisors LLC84$9.76K<0.01%013F-HRTimeline
CoreCap Advisors, LLC81$9.47K<0.01%+1613F-HRTimeline
Continuum Advisory, LLC79$9.23K<0.01%-9613F-HRTimeline
Plante Moran Financial Advisors, LLC78$9.08K<0.01%new13F-HRTimeline
Richard Bernstein Advisors LLC78$9.02K<0.01%-24813F-HRTimeline
Blue Trust, Inc.70$8.17K<0.01%+5513F-HRTimeline
Glass Jacobson Investment Advisors llc70$7.64K<0.01%013F-HRTimeline
Coston, McIsaac & Partners65$7K<0.01%-7013F-HRTimeline
TSFG, LLC61$7K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.60$6.98K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department52$6.05K<0.01%013F-HRTimelineGroup
Addison Advisors LLC46$5.38K<0.01%013F-HRTimeline
DT Investment Partners, LLC40$4.66K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC35$4.07K<0.01%-11813F-HRTimeline
Global Wealth Strategies & Associates35$4.07K<0.01%new13F-HRTimeline
Transce3nd, LLC32$3.72K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS29$3.38K<0.01%-1513F-HRTimelineGroup
Beacon Capital Management, LLC21$2.48K<0.01%013F-HRTimeline
LGT Financial Advisors LLC17$1.98K0.01%+1513F-HRTimeline
North Capital, Inc.17$1.98K<0.01%13F-HRTimeline
Keystone Global Partners, LLC13$1.63K<0.01%13F-HRTimeline
Smallwood Wealth Investment Management,…10$1.16K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.6$699<0.01%013F-HRTimeline
Smartleaf Asset Management LLC3$347<0.01%-8613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$342<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-12913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.