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Disclosery

ACWX ISHARES TR

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SHS (fund)

497 managers (501 13F filers) reported a position in ACWX shares at 2025-03-31, 66,227,369 shares in all. 56 filers opened a position and 50 filers sold out during the quarter.

Managers
497
13F filers
501
New
56
Added
129
Reduced
162
Sold out
50
Shares held by filers
66,227,369

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
Franklin, Parlapiano, Turner & Welch, L…3,930$218K0.06%013F-HRTimeline
HM PAYSON & CO3,920$217K<0.01%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION3,877$215K0.02%new13F-HRTimeline
Mutual Advisors, LLC3,752$212K0.01%new13F-HRTimeline
Breakwater Capital Group3,700$205K0.04%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,670$204K0.01%new13F-HRTimeline
Councilmark Asset Management, LLC3,650$202K0.14%new13F-HRTimeline
CNB Bank3,444$191K0.1%013F-HRTimeline
WealthShield Partners, LLC3,255$180K0.02%013F-HRTimeline
West Branch Capital LLC3,050$169K0.06%+1,40013F-HRTimeline
Northwest Capital Management Inc3,030$168K0.07%013F-HRTimeline
Morton Brown Family Wealth, LLC2,698$150K0.05%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,621$145K<0.01%-12,28813F-HRTimelineGroup
MCF Advisors LLC2,605$144K0.01%013F-HRTimeline
CoreCap Advisors, LLC2,380$132K0.01%013F-HRTimeline
AlphaCore Capital LLC2,298$127K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,277$127K0.06%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,077$115K<0.01%-65113F-HRTimeline
Independence Bank of Kentucky1,876$104K0.02%013F-HRTimeline
EP Wealth Advisors, LLC1,845$102K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,794$99.5K<0.01%-64713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,693$93.9K<0.01%+94113F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…1,644$91K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC1,638$90.8K0.04%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,616$84.3K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,479$82.2K<0.01%+66313F-HRTimelineGroup
GAMMA Investing LLC1,419$78.7K0.01%-56513F-HR/ATimeline
Steward Partners Investment Advisory, L…1,410$78.2K<0.01%013F-HRTimeline
Breakwater Investment Management1,407$78K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,397$77.5K<0.01%013F-HRTimelineGroup
Guardian Wealth Management, Inc.1,355$75.2K0.05%-1,17313F-HRTimeline
Smartleaf Asset Management LLC1,192$66.5K0.01%-1,06913F-HRTimeline
Barnes Dennig Private Wealth Management…1,199$66.5K0.1%13F-HRTimeline
AE Wealth Management LLC1,198$66.4K<0.01%+29313F-HRTimeline
NorthRock Partners, LLC1,182$65.5K<0.01%+18213F-HRTimeline
Founders Financial Alliance, LLC1,150$63.8K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,031$57K<0.01%+19313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
10Elms LLP1,015$56.3K0.06%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,000$55.5K0.02%-30013F-HRTimeline
CX Institutional935$52K<0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC905$50.2K0.02%-3,60513F-HRTimeline
LGT Financial Advisors LLC797$44.2K0.13%-15713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/775$43K0.02%-38613F-HRTimelineGroup
Capital Advisors, Ltd. LLC697$39K0.01%013F-HRTimeline
Allianz SEin group Allianz SE702$38.9K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…581$32.2K0.03%013F-HRTimeline
Copia Wealth Management530$29.4K0.03%013F-HRTimeline
Cornerstone Planning Group LLC513$28.6K0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA499$27.7K0.02%013F-HRTimeline
Grove Bank & Trust485$26.9K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC465$25.8K0.01%013F-HRTimeline
Keystone Global Partners, LLC413$23K0.02%13F-HRTimeline
Noble Wealth Management PBC386$21.4K0.01%013F-HRTimeline
MOTCO381$21.1K<0.01%013F-HRTimeline
HOWE & RUSLING INC361$20K<0.01%new13F-HRTimeline
Archer Investment Corp300$16.6K<0.01%new13F-HRTimeline
GeoWealth Management, LLC297$16.5K<0.01%-15513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC286$15.9K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …285$15.8K<0.01%013F-HRTimelineGroup
Headlands Technologies LLC264$14.6K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC189$10.5K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC189$10.5K<0.01%013F-HRTimeline
Bullock Wealth Management Group180$10K0.01%013F-HRTimeline
Arax Advisory Partners166$9.21K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC156$8.65K<0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC149$8.26K<0.01%+2513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC145$8.04K<0.01%013F-HRTimeline
Balentine LLC145$8.04K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.157$8K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.144$7.99K<0.01%013F-HRTimeline
Front Row Advisors LLC129$7.15K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.117$6.49K<0.01%+7813F-HRTimeline
EPG Wealth Management LLC117$6.49K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC112$6.23K<0.01%+8913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC94$5.23K0.01%013F-HRTimeline
HARRIS ASSOCIATES L P94$5.21K<0.01%013F-HRTimeline
Bogart Wealth, LLC94$5.21K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP90$5K<0.01%-4213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV90$4.99K<0.01%new13F-HRTimeline
Asset Dedication, LLC77$4.27K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.75$4.16K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc72$3.76K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.66$3.66K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.65$3.63K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC70$3K<0.01%013F-HRTimeline
Smithfield Trust Co61$3K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…44$2.44K<0.01%+2213F-HRTimeline
N.E.W. Advisory Services LLC40$2.22K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.32$1.8K<0.01%013F-HRTimeline
BFSG, LLC32$1.77K<0.01%013F-HRTimeline
NFSG Corp26$1.45K<0.01%-36013F-HRTimeline
Sandy Spring Bank26$1.44K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…26$1.41K<0.01%-42113F-HRTimelineGroup
Pflug Koory, LLC25$1.39K<0.01%013F-HRTimeline
City State Bank22$1.22K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.13$721<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.