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Disclosery

ACWV ISHARES INC

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MSCI GBL MIN VOL (fund)

304 managers (306 13F filers) reported a position in ACWV shares at 2025-09-30, 16,820,520 shares in all. 18 filers opened a position and 28 filers sold out during the quarter.

Managers
304
13F filers
306
New
18
Added
80
Reduced
110
Sold out
28
Shares held by filers
16,820,520

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Western Wealth Management, LLC2,307$277K0.01%013F-HRTimeline
BSW Wealth Partners2,302$276K0.03%013F-HRTimeline
Argent Trust Co2,300$276K0.01%013F-HRTimeline
Independent Advisor Alliance2,248$270K0.01%+18813F-HRTimeline
Joel Isaacson & Co., LLC2,243$269K0.01%013F-HRTimeline
Klingman & Associates, LLC2,231$268K0.01%013F-HRTimeline
Advisory Services Network, LLC2,199$264K<0.01%+6013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,193$263K0.03%+2113F-HRTimeline
SFMG, LLC2,191$263K0.02%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,186$262K<0.01%-1,27413F-HRTimelineGroup
Trilogy Capital Inc.2,181$262K0.01%+13413F-HRTimeline
Accurate Wealth Management, LLC2,158$259K0.03%-6713F-HRTimeline
Twelve Points Wealth Management LLC2,147$257K0.06%-36913F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,145$257K0.03%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,136$256K0.01%013F-HRTimeline
Operose Advisors LLC2,134$256K0.06%013F-HRTimeline
TKG Advisors, LLC2,123$255K0.11%-7413F-HRTimeline
High Falls Advisors, Inc2,121$254K0.05%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,100$252K<0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC2,100$252K<0.01%013F-HR/ATimeline
Legacy Advisory Services, LLC2,070$248K0.19%+10213F-HRTimeline
PATTEN & PATTEN INC/TN2,018$242K0.01%new13F-HRTimeline
Veery Capital, LLC1,983$238K0.08%+9713F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …1,981$238K0.08%-25513F-HRTimelineGroup
Lee Financial Co1,934$232K0.03%-48213F-HRTimeline
Independent Wealth Network Inc.1,911$229K0.07%+1913F-HRTimeline
Soltis Investment Advisors LLC1,905$228K0.02%013F-HRTimeline
Magnus Financial Group LLC1,873$225K0.02%-37013F-HRTimeline
Symmetry Partners, LLC1,862$223K0.02%-16813F-HRTimeline
Mascoma Wealth Management LLC1,860$223K0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,842$221K<0.01%+1,16113F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC1,825$219K0.04%new13F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV1,821$218K0.1%+4013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,812$217K0.01%+53913F-HRTimelineGroup
Prasad Wealth Partners, LLC1,809$217K0.06%013F-HRTimeline
Daner Wealth Management, LLC1,795$216K0.14%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC1,796$215K<0.01%013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd1,773$213K0.01%-1,20813F-HRTimeline
Creekmur Asset Management LLC1,766$212K0.04%013F-HRTimeline
Lynx Investment Advisory1,766$212K0.13%+2013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,755$211K0.05%-8313F-HRTimeline
Apeiron RIA LLC1,740$209K0.05%+4713F-HRTimeline
JMG Financial Group, Ltd.1,738$208K0.01%-16613F-HRTimeline
TWO SIGMA SECURITIES, LLC1,731$208K0.03%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC1,719$206K0.12%+3013F-HRTimeline
CFM WEALTH PARTNERS LLC1,708$205K0.03%013F-HRTimeline
Sigma Planning Corp1,679$201K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,506$181K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,473$176K0.01%+1,47113F-HRTimeline
Allworth Financial LP1,423$171K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,388$166K0.01%013F-HRTimeline
Pacific Center for Financial Services1,262$151K0.04%013F-HRTimeline
Holos Integrated Wealth LLC1,070$127K0.07%-213F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,000$120K0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.861$103K0.1%+16413F-HRTimeline
PRIVATE TRUST CO NA855$103K0.01%-85513F-HRTimeline
Tortoise Investment Management, LLC827$99.2K0.01%013F-HRTimeline
Boreal Capital Management LLC800$95.9K0.08%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC790$94.7K<0.01%-29213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management787$94.4K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.745$89.3K<0.01%new13F-HRTimeline
Tidemark, LLC656$78.7K0.02%013F-HRTimeline
Parallel Advisors, LLC627$75.2K<0.01%013F-HRTimeline
IFP Advisors, Inc564$67.6K<0.01%013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC555$67K<0.01%+9113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…468$56.1K<0.01%013F-HRTimeline
Sachetta, LLC426$51.1K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.407$48.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV394$47.2K<0.01%-83213F-HRTimeline
Keener Financial Planning LLC380$45K0.02%-10113F-HRTimeline
GPS Wealth Strategies Group, LLC364$43.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC334$40.1K<0.01%+28913F-HRTimeline
Medallion Wealth Advisors, LLC297$35.6K0.01%013F-HRTimeline
Cornerstone Planning Group LLC300$35.6K0.01%013F-HRTimeline
Pineridge Advisors LLC277$33.2K0.01%013F-HRTimeline
CENTRAL TRUST Co269$32.3K<0.01%013F-HRTimeline
Independence Bank of Kentucky210$25.2K<0.01%013F-HRTimeline
Investors Research Corp209$25.1K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.162$19.4K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.161$19.3K<0.01%new13F-HRTimeline
GAMMA Investing LLC154$18.5K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.144$17.2K<0.01%013F-HRTimeline
TRUST CO OF VERMONT103$12.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC100$12K<0.01%013F-HRTimeline
Community Bank, N.A.100$12K<0.01%new13F-HRTimeline
Crewe Advisors LLC100$12K<0.01%013F-HRTimeline
First Pacific Financial85$10.2K<0.01%013F-HRTimeline
Painted Porch Advisors LLC85$10.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC82$9.88K<0.01%+1713F-HRTimeline
Blue Trust, Inc.71$8.51K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc70$8.39K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.60$7.2K<0.01%013F-HRTimeline
HighMark Wealth Management LLC60$7.15K<0.01%013F-HRTimeline
GGM Financial LLC58$7.01K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners65$7K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department52$6.24K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC36$4.32K<0.01%-1,38113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS29$3.48K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.21$2.52K<0.01%new13F-HRTimeline
North Capital, Inc.18$2.16K<0.01%+113F-HRTimeline
Strategic Wealth Partners, Ltd.9$1.08K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6$720<0.01%-20013F-HRTimeline
DHJJ Financial Advisors, Ltd.6$720<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2$240<0.01%new13F-HRTimelineGroup