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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
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,556,319$297M0.38%-32,42413F-HR/ATimelineGroup
ASPIRIANT, LLC2,449,396$285M9.89%+22,85613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,882,283$219M0.21%-33,74713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,624,467$189M<0.01%-44,15913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,302,519$152M0.01%-34,30013F-HRTimelineGroup
LPL Financial LLC651,556$75.8M0.03%-1,94013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY405,539$47.2M<0.01%-9,16513F-HRTimelineGroup
UBS Group AGin group UBS Group AG401,320$46.7M0.01%-6,99613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding247,656$28.8M-72,411Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC236,192$27.5M0.01%+5,20713F-HRTimelineGroup
Tanglewood Wealth Management, Inc.232,522$27.1M3.04%new13F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV218,923$25.5M11.02%+5,68813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC215,966$25.1M0.01%-12,20113F-HRTimelineGroup
1832 Asset Management L.P.214,326$24.9M0.05%-13,31313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO182,594$21.2M<0.01%+71,21413F-HRTimelineGroup
HB Wealth Management, LLC179,035$20.8M0.18%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC168,188$19.6M0.04%013F-HRTimelineGroup
DORVAL Corp158,803$18.3M7.35%+2,06513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/153,175$17.8M0.02%+29,46213F-HRTimelineGroup
FMR LLCin group FMR LLC145,909$17M<0.01%+25,99313F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…129,791$15.1M2.64%-3,80813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC117,647$13.7M0.02%-50113F-HRTimeline
Ackerman Capital Advisors, LLC109,649$12.8M3.37%+2,02113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN103,690$12.1M<0.01%-15,12913F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA99,998$11.6M0.06%+40513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC97,910$11.4M0.02%-4,28813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS94,833$11M0.03%+7,58413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…94,298$11M0.02%+1,80013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.93,579$10.9M0.1%-1,45913F-HRTimelineGroup
Dynamic Advisor Solutions LLC86,932$10.1M0.33%+8,07113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC86,839$10.1M0.05%-6,69313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP84,607$9.85M0.02%-10,72413F-HRTimelineGroup
Tacita Capital Inc82,751$9.63M6.94%-35513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC81,100$9.44M0.01%+44,00013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV79,911$9.3M0.02%-4,00113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…77,432$9.01M0.01%-5,98713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA72,745$8.46M<0.01%+91113F-HR/ATimelineGroup
ALLIANCEBERNSTEIN L.P.69,204$8.05M<0.01%-62,99713F-HRTimeline
WFA Asset Management Corp74,173$7.81M4.08%+15,39513F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp66,680$7.76M0.03%+80013F-HRTimelineGroup
IRON Financial LLC56,234$6.54M3.67%-9,95513F-HRTimeline
Cetera Investment Advisers54,971$6.4M0.01%-7,41013F-HRTimeline
Geneos Wealth Management Inc.52,051$6.06M0.09%+42,67513F-HRTimeline
Financial Connections Group, Inc.46,777$5.44M2.44%-26413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,385$5.17M0.01%-5,20613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,759$5.09M0.01%+3,15813F-HRTimelineGroup
Valmark Advisers, Inc.42,129$4.9M0.07%+11,12113F-HRTimeline
Turtle Creek Wealth Advisors, LLC39,525$4.6M0.69%013F-HRTimeline
SYM FINANCIAL Corp39,093$4.55M0.56%+1,59413F-HRTimeline
Cambridge Investment Research Advisors,…37,946$4.42M0.01%-1,71913F-HRTimeline
HighTower Advisors, LLC35,320$4.11M0.01%-87313F-HRTimeline
&PARTNERS34,918$4.04M0.04%+43213F-HRTimeline
Cadent Capital Advisors, LLC34,598$4.03M1.53%+1113F-HRTimeline
Patriot Financial Group Insurance Agenc…34,597$4.03M0.54%+7,46213F-HRTimeline
CWM, LLCin group CWM, LLC33,380$3.88M0.02%+1,96513F-HRTimelineGroup
GSG Advisors LLC33,973$3.81M1.25%+32013F-HRTimeline
Qube Research & Technologies Ltd32,282$3.76M0.01%+18,71413F-HRTimeline
Creekside Partners32,038$3.73M1.95%-76313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding29,284$3.41M+674Timeline
NewEdge Advisors, LLC29,138$3.39M0.02%-2,05813F-HRTimeline
Cresset Asset Management, LLC28,625$3.33M0.02%-98313F-HRTimeline
OLD MISSION CAPITAL LLC28,579$3.33M0.06%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management28,390$3.3M0.05%+2,70513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC26,685$3.11M0.01%+26,62513F-HRTimelineGroup
Merit Financial Group, LLC25,569$2.98M0.04%+11,56613F-HRTimeline
John W. Brooker & Co., CPAs25,360$2.95M1.22%-58713F-HRTimeline
Clearstead Advisors, LLC24,914$2.9M0.04%-2,70113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,827$2.77M<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC22,848$2.66M0.07%-42613F-HRTimeline
RWA WEALTH PARTNERS, LLC22,644$2.64M0.03%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/22,466$2.61M0.07%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,443$2.48M<0.01%+3,13513F-HR/ATimelineGroup
Balentine LLC21,211$2.47M0.1%-1,40613F-HRTimeline
Algorithmic Investment Models, LLC20,704$2.41M1.77%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC20,562$2.39M0.01%+3,50213F-HRTimelineGroup
Arcus Capital Partners, LLC18,868$2.2M0.88%-2,51613F-HRTimeline
K2 Financial Inc.19,064$2.16M2.12%+46113F-HRTimeline
Sanctuary Advisors, LLC18,532$2.16M0.02%-56613F-HRTimeline
PFG Advisors18,471$2.15M0.12%-25113F-HRTimeline
Consolidated Portfolio Review Corp16,252$1.89M0.3%-2213F-HRTimeline
Lester Murray Antman dba SimplyRich15,671$1.82M0.53%+60513F-HRTimeline
First International Bank & Trust15,100$1.76M0.56%013F-HRTimeline
Granite FO LLC14,753$1.72M0.98%-2,05013F-HRTimeline
Financial Advisors, LLC14,277$1.66M0.33%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,954$1.62M0.01%-2,33013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,926$1.62M<0.01%+1,69813F-HRTimelineGroup
Philip James Wealth Mangement, LLC13,924$1.62M0.2%-1,17913F-HRTimeline
Ausdal Financial Partners, Inc.13,883$1.62M0.12%-7813F-HRTimeline
FLOW TRADERS U.S. LLC13,580$1.58M0.07%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,563$1.58M0.05%+3,92613F-HRTimeline
NewEdge Wealth, LLC13,266$1.54M0.03%013F-HRTimeline
Visionary Wealth Advisors13,250$1.54M0.09%-5413F-HRTimeline
Janney Montgomery Scott LLC12,773$1.49M<0.01%-1,63013F-HRTimeline
Snowden Capital Advisors LLC12,625$1.47M0.05%+50113F-HRTimeline
PLANNING DIRECTIONS INC12,533$1.46M0.62%-73013F-HRTimeline
Portland Financial Advisors Inc12,341$1.44M3.67%-25713F-HRTimeline
CIBC WORLD MARKET INC.12,069$1.4M<0.01%+86013F-HRTimeline
Vantage Financial Partners, LLC12,051$1.4M0.35%-80213F-HRTimeline
TFB Advisors LLC12,001$1.4M0.4%+6513F-HRTimeline
HARBOUR INVESTMENTS, INC.11,446$1.33M0.04%-46913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.11,709$1.31M0.23%013F-HR/ATimeline
RIK SAYLOR FINANCIAL, INC.11,180$1.3M1.15%-313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,811$1.26M0.03%+75913F-HRTimelineGroup
Sequoia Financial Advisors, LLC10,755$1.25M0.01%new13F-HRTimeline
Professional Financial Advisors, LLC10,745$1.25M0.32%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,641$1.24M0.02%-60013F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments10,554$1.23M0.09%new13F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co10,441$1.22M0.04%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC9,555$1.12M0.43%new13F-HRTimeline
Pinnacle Financial Partners Inc9,468$1.1M0.02%013F-HRTimeline
WBH ADVISORY INC9,445$1.1M0.1%+2,13213F-HRTimeline
Freedom Investment Management, Inc.9,146$1.06M0.09%+51013F-HRTimeline
Wealthspire Advisors, LLC8,746$1.02M0.01%-88113F-HRTimeline
Waverly Advisors, LLC8,575$998K0.01%-52213F-HRTimeline
Creative Planningin group Creative Planning8,564$997K<0.01%+21413F-HRTimelineGroup
Bond & Devick Financial Network, Inc.8,327$969K0.35%+34613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,940$924K<0.01%-10413F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,868$916K0.01%-7,22913F-HRTimelineGroup
Marks Group Wealth Management, Inc7,831$911K0.09%new13F-HRTimeline
Well Done, LLC8,329$910K0.16%-14113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,711$897K0.01%-22513F-HR/ATimelineGroup
Summit Financial, LLC7,541$878K0.02%-11,76513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,524$876K<0.01%-41913F-HRTimelineGroup
Csenge Advisory Group7,513$859K0.05%+29113F-HRTimeline
Vertex Planning Partners, LLC7,114$828K0.18%+13113F-HRTimeline
Granite Harbor Advisors, Inc.6,986$813K0.43%013F-HRTimeline
Kingsview Wealth Management, LLC6,846$797K0.02%+38713F-HRTimeline
CENTAURUS FINANCIAL, INC.6,770$788K0.05%+13513F-HRTimeline
Integrated Wealth Concepts LLC6,735$784K0.01%+2713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,641$773K0.01%+11513F-HRTimeline
Bellwether Advisors, LLC6,642$771K0.16%+24913F-HRTimeline
West Family Investments, Inc.5,169$765K0.29%-1,40313F-HRTimeline
Bryant Woods Investment Advisors, LLC6,439$749K0.36%-28613F-HRTimeline
Diversified Enterprises, LLC6,373$742K0.06%+3,60413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding6,337$738K+1,867Timeline
COMERICA BANK6,300$733K<0.01%-82413F-HRTimeline
Wealth Dimensions Group, Ltd.6,265$729K0.17%-52713F-HRTimeline
Atria Wealth Solutions, Inc.6,196$721K0.01%-15,21413F-HRTimeline
Atria Investments, Inc6,131$713K0.01%-10013F-HRTimeline
BLAIR WILLIAM & CO/IL6,001$698K<0.01%-1,89813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,982$696K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC5,998$688K0.02%+68313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,909$688K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,863$682K<0.01%-4,77513F-HRTimelineGroup
Beacon Pointe Advisors, LLC5,846$680K0.01%-11713F-HRTimeline
OneDigital Investment Advisors LLC5,684$661K0.01%-19813F-HRTimeline
Martin Worley Group5,485$638K0.36%-55113F-HRTimeline
CALTON & ASSOCIATES, INC.5,448$634K0.14%new13F-HR/ATimeline
Strategic Financial Concepts, LLC5,342$622K0.12%-2,61813F-HRTimeline
MML INVESTORS SERVICES, LLC5,271$613K<0.01%-1,09013F-HRTimeline
LifeGoal Investments, LLC5,194$604K0.65%-2013F-HRTimeline
Armbruster Capital Management, Inc.5,160$600K0.12%013F-HRTimeline
CKW FINANCIAL GROUP5,067$590K0.07%-4313F-HRTimeline
MAI Capital Management5,043$587K<0.01%-37013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,951$576K<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED4,931$570K0.05%+9713F-HR/ATimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC4,866$566K<0.01%-67113F-HRTimelineGroup
Aspetuck Financial Management LLC4,670$543K0.47%-38413F-HRTimeline
Wealth Group, Ltd.4,647$541K0.35%+18113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,642$540K<0.01%+40013F-HRTimelineGroup
BXM Wealth LLC4,600$535K0.64%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,584$533K<0.01%+19313F-HRTimelineGroup
Provident Wealth Management, LLC4,532$527K0.18%013F-HRTimeline
J.W. COLE ADVISORS, INC.4,475$521K0.02%-3,18613F-HRTimeline
LANDAAS & CO /WI /ADV4,448$518K0.14%+1,42213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,440$517K0.01%013F-HRTimeline
Private Advisor Group, LLC4,344$505K<0.01%-6,63013F-HRTimeline
FAS Wealth Partners, Inc.4,212$490K0.04%-3413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,323$472K0.01%+7013F-HRTimelineGroup
Van Hulzen Asset Management, LLC4,042$470K0.04%013F-HRTimeline
World Investment Advisors4,002$466K0.01%013F-HRTimeline
PDS Planning, Inc3,969$462K0.04%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,823$445K0.02%-49113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,782$440K0.03%013F-HRTimeline
Summit Wealth Partners, LLC3,725$433K0.09%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,699$430K<0.01%-1,04313F-HRTimelineGroup
Asset Dedication, LLC3,647$424K0.03%013F-HRTimeline
Sensible Money, LLC3,647$424K0.18%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,619$421K<0.01%-4513F-HRTimelineGroup
APPLETON PARTNERS INC/MA3,600$419K0.03%-17513F-HRTimeline
Cox Capital Mgt LLC3,522$410K0.3%+32513F-HRTimeline
TOWNSQUARE CAPITAL LLC3,508$408K<0.01%-4413F-HRTimeline
Warren Street Wealth Advisors, LLC3,505$408K0.16%-3913F-HRTimeline
Vestment Financial LLC3,493$407K0.29%-21813F-HRTimeline
Stewardship Advisors, LLC3,447$401K0.11%+34213F-HRTimeline
Steward Partners Investment Advisory, L…3,433$399K<0.01%-58213F-HRTimeline
Stanich Group LLC3,405$396K0.29%-39813F-HRTimeline
Keystone Financial Group3,319$386K0.04%-3913F-HRTimeline
Focus Financial Network, Inc.3,313$386K0.02%013F-HRTimeline
Hilltop Partners LLC3,306$385K0.13%-813F-HRTimeline
Investment Partners Asset Management, I…3,228$376K0.29%013F-HRTimeline
Coppell Advisory Solutions LLC8,712$370K0.05%new13F-HRTimeline
EASTERN BANK3,172$369K0.01%013F-HRTimeline
MONECO ADVISORS, LLC3,068$357K0.04%-73213F-HR/ATimeline
EP Wealth Advisors, LLC3,057$356K<0.01%-12613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,052$355K0.01%-2613F-HRTimelineGroup
WPG Advisers, LLC3,005$350K0.33%-29313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,039$334K0.01%013F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC2,823$327K0.08%new13F-HRTimeline
Garde Capital, Inc.2,800$326K0.02%013F-HRTimeline