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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
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,588,743$283M0.36%-75,01713F-HRTimelineGroup
ASPIRIANT, LLC2,426,540$265M9.57%+13,10313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,916,030$209M0.18%+64,97413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,668,626$182M<0.01%-68,96613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,336,819$146M0.01%-84,58913F-HRTimelineGroup
LPL Financial LLC653,496$71.4M0.03%+29,93313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY414,704$45.3M<0.01%-17,25813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG408,316$44.6M0.01%+12,64413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding320,067$35M-23,746Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC230,985$25.2M0.01%+2,41613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC228,167$24.9M0.01%13F-HR/ATimelineGroup
1832 Asset Management L.P.227,639$24.9M0.04%-697,83813F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV213,235$23.3M10.75%+1,44513F-HRTimeline
WMS Partners, LLC184,474$20.1M1.13%+2,19813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC168,188$18.4M0.03%013F-HRTimelineGroup
DORVAL Corp156,738$17.1M6.8%+4,53913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…133,599$14.6M2.48%-24413F-HRTimeline
ALLIANCEBERNSTEIN L.P.132,201$14.4M<0.01%-4,48113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/123,713$13.5M0.02%-92,31713F-HRTimelineGroup
FMR LLCin group FMR LLC119,916$13.1M<0.01%+80,35913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN118,819$13M<0.01%-28,86913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC118,148$12.9M0.02%-6,22013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO111,380$12.2M<0.01%+10,03713F-HRTimelineGroup
Ackerman Capital Advisors, LLC107,628$11.8M3.08%+60413F-HRTimeline
Mariner, LLCin group Mariner, LLC102,198$11.2M0.02%-2,32313F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA99,593$10.9M0.06%+7,04113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP95,331$10.4M0.02%-76413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.95,038$10.4M0.1%+3,02313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC93,532$10.2M0.06%-7,04113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…92,498$10.1M0.02%+3,29413F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS87,249$9.53M0.03%-3,60513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV83,912$9.16M0.02%+1,72513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…83,419$9.11M0.01%+23413F-HRTimelineGroup
Tacita Capital Inc83,106$9.08M6.48%-7,06113F-HRTimeline
Dynamic Advisor Solutions LLC78,861$8.61M0.37%+13,52113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71,834$7.84M<0.01%+9813F-HRTimelineGroup
IRON Financial LLC66,189$7.23M4.06%-21113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp65,880$7.19M0.02%013F-HRTimelineGroup
Cetera Investment Advisers62,381$6.81M0.01%+2,01413F-HRTimeline
WFA Asset Management Corp58,778$6.42M3.47%+6913F-HRTimeline
B. Riley Wealth Advisors, Inc.51,330$5.61M0.18%-35,94413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…49,591$5.42M0.01%-49,60913F-HRTimelineGroup
HART & PATTERSON FINANCIAL GROUP LLC48,253$5.27M2.56%-1,15813F-HRTimeline
Financial Connections Group, Inc.47,041$5.14M2.47%-36813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,601$4.43M0.01%+59613F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…39,665$4.33M0.01%-50213F-HRTimeline
Turtle Creek Wealth Advisors, LLC39,525$4.32M1%013F-HRTimeline
SYM FINANCIAL Corp37,499$4.09M0.53%+30913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC37,100$4.05M0.01%+11,40013F-HRTimeline
HighTower Advisors, LLC36,193$3.95M0.01%-3,71013F-HRTimeline
Cadent Capital Advisors, LLC34,587$3.78M1.32%-2,44013F-HRTimeline
&PARTNERS34,486$3.77M0.05%+30,01413F-HRTimeline
FDx Advisors, Inc.34,274$3.74M1.09%-913F-HRTimeline
GSG Advisors LLC33,653$3.67M1.16%+33613F-HRTimeline
Creekside Partners32,801$3.58M1.86%+12913F-HRTimeline
CWM, LLCin group CWM, LLC31,415$3.43M0.01%-1,03813F-HRTimelineGroup
NewEdge Advisors, LLC31,196$3.41M0.02%+26813F-HRTimeline
Valmark Advisers, Inc.31,008$3.39M0.05%+14,68613F-HRTimeline
Cresset Asset Management, LLC29,608$3.23M0.02%-6,69613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding28,610$3.12M+7,787Timeline
Clearstead Advisors, LLC27,615$3.02M0.05%+13,67913F-HRTimeline
Patriot Financial Group Insurance Agenc…27,135$2.96M0.4%+4,98213F-HRTimeline
John W. Brooker & Co., CPAs25,947$2.83M1.22%-513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,685$2.8M0.04%+1,53213F-HRTimelineGroup
Perigon Wealth Management, LLC23,274$2.54M0.06%-37513F-HRTimeline
Balentine LLC22,617$2.47M0.1%-57613F-HRTimeline
Atria Wealth Solutions, Inc.21,410$2.34M0.03%+13,17013F-HRTimeline
Arcus Capital Partners, LLC21,384$2.25M0.71%+1,96013F-HRTimeline
Sanctuary Advisors, LLC19,098$2.15M0.01%+8,57313F-HRTimeline
Summit Financial, LLC19,306$2.11M0.07%-6,11213F-HRTimeline
PFG Advisors18,722$2.04M0.13%-90913F-HRTimeline
K2 Financial Inc.18,603$2M1.99%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,308$2M<0.01%+8,33313F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC17,060$1.86M0.01%-43,30113F-HRTimelineGroup
Granite FO LLC16,803$1.83M1.05%-6013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,284$1.78M0.02%-46713F-HRTimelineGroup
Consolidated Portfolio Review Corp16,274$1.78M0.28%+42613F-HRTimeline
Independent Advisor Alliance15,662$1.71M0.02%+13,78113F-HRTimeline
Philip James Wealth Mangement, LLC15,103$1.65M0.21%+16013F-HRTimeline
First International Bank & Trust15,100$1.65M0.53%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO15,097$1.65M0.01%013F-HRTimelineGroup
Lester Murray Antman dba SimplyRich15,066$1.65M0.47%+5813F-HRTimeline
Janney Montgomery Scott LLC14,403$1.57M<0.01%+5,13413F-HRTimeline
Financial Advisors, LLC14,277$1.56M0.3%013F-HRTimeline
Merit Financial Group, LLC14,003$1.53M0.03%+2613F-HRTimeline
Ausdal Financial Partners, Inc.13,961$1.52M0.13%-2,38313F-HRTimeline
Qube Research & Technologies Ltd13,568$1.48M<0.01%-9,23113F-HRTimeline
Visionary Wealth Advisors13,304$1.45M0.09%-8113F-HRTimeline
NewEdge Wealth, LLC13,266$1.45M0.03%-32413F-HRTimeline
PLANNING DIRECTIONS INC13,263$1.45M0.84%-22313F-HRTimeline
Vantage Financial Partners, LLC12,853$1.4M0.35%-8613F-HRTimeline
Portland Financial Advisors Inc12,598$1.38M3.7%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,228$1.34M<0.01%-345,38213F-HRTimelineGroup
Snowden Capital Advisors LLC12,124$1.32M0.04%+5313F-HRTimeline
TFB Advisors LLC11,936$1.3M0.37%+1013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,915$1.3M0.04%-24513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.11,709$1.28M0.21%-36713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,241$1.23M0.02%-23013F-HRTimelineGroup
CIBC WORLD MARKET INC.11,209$1.22M<0.01%+1,42313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.11,183$1.22M1.13%13F-HRTimeline
Private Advisor Group, LLC10,974$1.2M0.01%+2,11813F-HRTimeline
Professional Financial Advisors, LLC10,745$1.17M0.3%+17213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,638$1.16M<0.01%+19513F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co10,441$1.14M0.04%013F-HRTimeline
Laidlaw Wealth Management LLC10,189$1.11M0.48%-2,80613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,052$1.1M0.03%+26813F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC9,637$1.05M0.03%new13F-HRTimeline
Wealthspire Advisors, LLC9,627$1.05M0.01%+12113F-HRTimeline
Pinnacle Financial Partners Inc9,468$1.03M0.02%013F-HRTimeline
Geneos Wealth Management Inc.9,376$1.02M0.04%-65213F-HRTimeline
Waverly Advisors, LLC9,097$993K0.02%-2,50513F-HRTimeline
Well Done, LLC8,470$970K0.18%013F-HRTimeline
Freedom Investment Management, Inc.8,636$943K0.08%+52513F-HRTimeline
Bond & Devick Financial Network, Inc.7,981$914K0.39%013F-HRTimeline
Creative Planningin group Creative Planning8,350$912K<0.01%+86313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC8,044$878K<0.01%+44613F-HRTimelineGroup
Strategic Financial Concepts, LLC7,960$869K0.17%new13F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,943$867K<0.01%-3113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC7,936$867K0.01%-57313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL7,899$863K<0.01%+12913F-HRTimeline
J.W. COLE ADVISORS, INC.7,661$836K0.03%+1,36113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,507$820K0.07%-1113F-HRTimeline
WBH ADVISORY INC7,313$799K0.07%-5813F-HRTimeline
Csenge Advisory Group7,222$789K0.04%-30213F-HRTimeline
COMERICA BANK7,124$778K<0.01%-4613F-HR/ATimeline
Granite Harbor Advisors, Inc.6,986$763K0.42%-1013F-HRTimeline
Vertex Planning Partners, LLC6,983$763K0.17%+1113F-HRTimeline
Wealth Dimensions Group, Ltd.6,792$742K0.18%-7313F-HRTimeline
Bryant Woods Investment Advisors, LLC6,725$734K0.36%-51013F-HRTimeline
Integrated Wealth Concepts LLC6,708$733K0.01%+37213F-HRTimeline
CENTAURUS FINANCIAL, INC.6,635$725K0.04%-16913F-HRTimeline
West Family Investments, Inc.6,572$718K0.25%+1,25313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,526$713K0.01%-21313F-HRTimeline
Kingsview Wealth Management, LLC6,459$705K0.01%-27,65013F-HRTimeline
Bellwether Advisors, LLC6,393$698K0.12%+19113F-HRTimeline
MML INVESTORS SERVICES, LLC6,361$695K<0.01%-13313F-HRTimeline
Atria Investments, Inc6,231$680K0.01%-6513F-HRTimeline
Martin Worley Group6,036$659K0.41%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,982$653K<0.01%-113F-HRTimelineGroup
Beacon Pointe Advisors, LLC5,963$651K0.01%-1,15013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,909$645K<0.01%+113F-HRTimelineGroup
OneDigital Investment Advisors LLC5,882$642K0.01%-5613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,537$605K<0.01%+12913F-HRTimelineGroup
MAI Capital Management5,413$591K<0.01%+5513F-HRTimeline
Mutual Advisors, LLC5,315$581K0.02%-18213F-HRTimeline
LifeGoal Investments, LLC5,214$569K0.62%13F-HRTimeline
Armbruster Capital Management, Inc.5,160$563K0.11%013F-HRTimeline
CKW FINANCIAL GROUP5,110$558K0.07%-1,25313F-HRTimeline
Aspetuck Financial Management LLC5,054$552K0.43%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,834$527K0.05%+2,10113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,742$518K<0.01%-4613F-HRTimelineGroup
Operose Advisors LLC4,556$497K0.17%-1,53313F-HRTimeline
Provident Wealth Management, LLC4,532$495K0.17%-46813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding4,470$488K-6,793Timeline
Wealth Group, Ltd.4,466$488K0.32%+2513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,440$485K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,391$480K<0.01%-6813F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC4,314$471K0.02%-313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,253$464K0.01%+77913F-HRTimelineGroup
FAS Wealth Partners, Inc.4,246$464K0.04%-86013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,242$463K<0.01%-56913F-HRTimelineGroup
Van Hulzen Asset Management, LLC4,042$441K0.03%-913F-HRTimeline
Steward Partners Investment Advisory, L…4,015$438K<0.01%+1,26613F-HRTimeline
World Investment Advisors4,002$437K0.01%+13713F-HRTimeline
PDS Planning, Inc3,969$433K0.04%+2913F-HRTimeline
Stanich Group LLC3,803$415K0.31%13F-HRTimeline
MONECO ADVISORS, LLC3,800$415K0.04%+1,67313F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,782$413K0.03%+313F-HRTimeline
APPLETON PARTNERS INC/MA3,775$412K0.03%013F-HRTimeline
Summit Wealth Partners, LLC3,725$407K0.08%-1,26913F-HRTimeline
Vestment Financial LLC3,711$403K0.31%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,664$400K<0.01%-19813F-HRTimelineGroup
Asset Dedication, LLC3,647$398K0.03%013F-HRTimeline
Sensible Money, LLC3,647$398K0.17%013F-HRTimeline
TOWNSQUARE CAPITAL LLC3,552$388K<0.01%-1,68013F-HRTimeline
Warren Street Wealth Advisors, LLC3,544$387K0.16%-18613F-HRTimeline
TBH Global Asset Management, LLC3,366$368K0.09%013F-HRTimeline
Keystone Financial Group3,358$367K0.04%+113F-HRTimeline
Hilltop Partners LLC3,314$362K0.12%-5013F-HRTimeline
Focus Financial Network, Inc.3,313$362K0.01%-55913F-HRTimeline
WPG Advisers, LLC3,298$360K0.33%13F-HRTimeline
Investment Partners Asset Management, I…3,228$352K0.28%013F-HRTimeline
Cox Capital Mgt LLC3,197$349K0.22%+3013F-HRTimeline
EP Wealth Advisors, LLC3,183$348K<0.01%-39413F-HRTimeline
EASTERN BANK3,172$346K0.01%013F-HRTimeline
Stewardship Advisors, LLC3,105$339K0.09%+73413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,078$336K0.01%-71413F-HRTimelineGroup
CGN Advisors LLC3,043$332K0.03%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,039$332K0.01%+26413F-HRTimelineGroup
LANDAAS & CO /WI /ADV3,026$330K0.09%-3513F-HRTimeline
Orion Porfolio Solutions, LLC2,937$321K<0.01%-15813F-HRTimeline
Orion Portfolio Solutions, LLC2,937$321K<0.01%-15813F-HRTimeline
Rathbones Group PLC2,829$309K<0.01%+13513F-HRTimeline
Buck Wealth Strategies, LLC2,825$308K0.06%new13F-HRTimeline
Garde Capital, Inc.2,800$306K0.02%013F-HRTimeline
Twelve Points Wealth Management LLC2,788$304K0.09%-15513F-HRTimeline
Diversified Enterprises, LLC2,769$302K0.03%-38613F-HRTimeline
CVFG LLC2,736$299K0.27%13F-HRTimeline
Symmetry Partners, LLC2,730$298K0.04%new13F-HRTimeline
Parisi Gray Wealth Management2,711$296K0.09%013F-HRTimeline