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Disclosery

ACWX ISHARES TR

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SHS (fund)

496 managers (502 13F filers) reported a position in ACWX shares at 2024-12-31, 67,943,724 shares in all. 58 filers opened a position and 32 filers sold out during the quarter.

Managers
496
13F filers
502
New
58
Added
187
Reduced
122
Sold out
32
Shares held by filers
67,943,724

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
Aviance Capital Partners, LLC4,138$216K0.03%+6013F-HRTimeline
Destination Wealth Management4,095$214K0.01%new13F-HRTimeline
Alpha Financial Partners LLC4,025$210K0.17%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP4,000$209K<0.01%013F-HRTimeline
Heck Capital Advisors, LLC3,968$207K0.02%-16913F-HR/ATimeline
MONTAG A & ASSOCIATES INC3,965$207K0.01%013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…3,930$205K0.06%013F-HRTimeline
HM PAYSON & CO3,920$204K<0.01%013F-HRTimeline
CNB Bank3,444$180K0.08%013F-HRTimeline
FSC Wealth Advisors, LLC3,406$178K0.11%new13F-HRTimeline
WealthShield Partners, LLC3,255$170K0.02%013F-HRTimeline
Northwest Capital Management Inc3,030$158K0.07%-45613F-HRTimeline
CWM, LLCin group CWM, LLC3,030$158K<0.01%-32313F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC2,728$142K<0.01%+12413F-HRTimeline
Morton Brown Family Wealth, LLC2,698$141K0.05%-7713F-HRTimeline
MCF Advisors LLC2,605$136K0.01%013F-HRTimeline
Guardian Wealth Management, Inc.2,528$132K0.09%-2213F-HRTimeline
Aptus Capital Advisors, LLC2,441$127K<0.01%+2,12213F-HRTimeline
CoreCap Advisors, LLC2,380$124K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,277$120K0.05%+23713F-HRTimeline
Smartleaf Asset Management LLC2,261$118K0.01%-4913F-HRTimeline
GAMMA Investing LLC1,984$103K0.01%+67013F-HRTimeline
Independence Bank of Kentucky1,876$97.9K0.02%013F-HRTimeline
EnRich Financial Partners LLC1,733$90.4K0.03%013F-HRTimeline
West Branch Capital LLC1,650$86.1K0.03%013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…1,644$86K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC1,638$85.4K0.04%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,616$84.3K<0.01%+11413F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,410$73.5K<0.01%013F-HRTimeline
Breakwater Investment Management1,407$73.4K0.03%013F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,397$72.9K<0.01%013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC1,300$67.8K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,161$60.6K0.03%013F-HRTimelineGroup
Founders Financial Alliance, LLC1,150$60K0.02%+1613F-HRTimeline
Atlatl Advisers LLC1,050$54.8K0.03%13F-HRTimeline
10Elms LLP1,015$52.9K0.05%13F-HRTimeline
NorthRock Partners, LLC1,000$52.2K<0.01%013F-HR/ATimeline
CoreFirst Bank & Trust978$51K0.03%new13F-HRTimeline
LGT Financial Advisors LLC954$49.8K0.11%-52713F-HRTimeline
AE Wealth Management LLC905$47.2K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.838$44K<0.01%-16213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/816$42.6K<0.01%+12613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC752$39.2K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC697$36K<0.01%-5513F-HRTimeline
Comprehensive Financial Planning, Inc./…581$30.3K0.03%13F-HRTimeline
Copia Wealth Management530$27.6K0.03%13F-HRTimeline
ORG Partners LLC530$27.6K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC513$27.6K0.01%+813F-HRTimeline
QUADRANT CAPITAL GROUP LLC505$26.3K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA499$26K0.02%013F-HRTimeline
Grove Bank & Trust485$25.3K<0.01%-5013F-HRTimeline
Mascoma Wealth Management LLC465$24.3K0.01%013F-HRTimeline
GeoWealth Management, LLC452$23.6K<0.01%+38213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…447$23.3K<0.01%+43913F-HRTimelineGroup
Noble Wealth Management PBC386$20.1K0.01%13F-HRTimeline
NFSG Corp386$20.1K0.01%new13F-HRTimeline
MOTCO381$19.9K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC286$14.9K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …285$14.9K<0.01%013F-HRTimelineGroup
Bruce G. Allen Investments, LLC283$14.8K0.01%new13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.201$10.5K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC189$9.86K<0.01%013F-HRTimeline
Bullock Wealth Management Group180$9.39K0.01%013F-HRTimeline
Arax Advisory Partners166$8.66K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC156$8.14K<0.01%013F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC145$7.56K<0.01%013F-HRTimeline
Balentine LLC145$7.56K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.144$7.51K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP132$7K<0.01%013F-HRTimeline
Front Row Advisors LLC129$6.73K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC124$6.47K<0.01%13F-HRTimeline
EPG Wealth Management LLC117$6.1K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC94$4.92K0.01%+113F-HRTimeline
HARRIS ASSOCIATES L P94$4.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC94$4.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.75$4.05K<0.01%13F-HRTimeline
Asset Dedication, LLC77$4.02K<0.01%013F-HRTimeline
Allworth Financial LP71$3.81K<0.01%+1313F-HRTimeline
Glass Jacobson Investment Advisors llc72$3.76K<0.01%+113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.66$3.44K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.65$3.41K<0.01%+113F-HRTimeline
GS Investments, Inc.61$3.2K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC70$3K<0.01%-413F-HRTimeline
Smithfield Trust Co61$3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd56$2.92K<0.01%-9,13713F-HRTimeline
Eagle Bay Advisors LLC51$2.66K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.39$2.03K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.32$1.69K<0.01%013F-HRTimeline
BFSG, LLC32$1.67K<0.01%013F-HRTimeline
Pflug Koory, LLC25$1.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC23$1.2K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…22$1.15K<0.01%-37313F-HRTimeline
City State Bank22$1.15K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB21$1.09K<0.01%new13F-HRTimeline
Horizon Investments, LLC21$1.09K<0.01%+1413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.