Skip to content

ACWX ISHARES TR

Follow

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,498,372$391M0.04%+2,551,61913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,920,380$257M0.01%+744,15913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,535,342$184M0.01%+103,94413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG2,711,784$141M0.03%-18,71813F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.1,555,236$81.1M8.49%+18,37313F-HRTimeline
Sageworth Trust Co1,488,876$77.7M4.8%-21,82313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,379,764$72M0.02%-158,79613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,199,252$62.6M0.01%+175,55613F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,144,922$59.7M0.44%+3,19213F-HRTimelineGroup
Cliffwater LLC1,098,677$57.3M14.02%-306,76813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,089,204$56.8M0.16%+55,27313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,061,479$55.4M0.28%-52,17713F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,008,403$52.6M0.08%+753,98913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding980,461$51.1M+41,029Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC939,636$49M0.08%+326,46413F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding894,891$46.7M+51,991Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO875,872$45.7M<0.01%+246,02313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS840,007$43.8M0.03%+340,00013F-HRTimelineGroup
TLWM823,546$43M8.45%+8,44313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC799,735$41.8M0.09%+7,87413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\760,356$39.7M0.05%+25413F-HRTimelineGroup
Winthrop Advisory Group LLC757,613$39.5M4.74%+408,82813F-HRTimeline
AMG National Trust Bank731,310$38.2M1.05%-22,19513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA714,341$37.3M0.01%+432,61513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC691,875$36.1M0.01%13F-HR/ATimelineGroup
GM Advisory Group, LLC680,588$35.5M1.96%+30,76713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.649,185$35M1.66%-222,16013F-HRTimelineGroup
WESBANCO BANK INC663,403$34.6M1.18%+44,02113F-HRTimeline
Clark Capital Management Group, Inc.590,275$30.8M0.22%new13F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC564,817$29.5M0.39%+397,00713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources510,254$26.6M0.01%-13,05113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.472,917$24.7M0.01%+12,99913F-HRTimeline
MML INVESTORS SERVICES, LLC471,401$24.6M0.08%-136,94613F-HRTimeline
Capital Investment Advisors, LLC449,278$23.4M0.48%-12,56613F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…441,920$23.1M0.21%+111,74713F-HRTimelineGroup
Advus Financial Partners, LLC438,944$22.9M9.81%+24,44613F-HR/ATimeline
JENNISON ASSOCIATES LLC438,605$22.9M0.01%+313,15613F-HRTimeline
Harding Loevner LP427,258$22.3M0.15%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.420,496$22.1M0.04%+412,63513F-HRTimelineGroup
Cadence Bank418,217$21.8M1.48%+19,59113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding399,813$20.9M+60,593Timeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.394,613$20.6M0.64%-70013F-HRTimelineGroup
POLEN CAPITAL MANAGEMENT LLC380,271$19.8M0.05%+340,79113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP473,972$19.8M0.03%+189,56013F-HRTimelineGroup
LPL Financial LLC365,635$19.1M0.01%+97,78913F-HRTimeline
Cornerstone Wealth Group, LLC352,840$18.4M1.51%-14,18413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN340,252$17.7M<0.01%+150,56213F-HRTimelineGroup
COMERICA BANK325,378$17M0.07%+129,59413F-HR/ATimeline
Heritage Wealth Advisors309,464$16.1M0.8%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC308,785$16.1M0.93%-10,46513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management307,978$16.1M0.5%-75,21913F-HRTimelineGroup
Legacy Private Trust Co.293,237$15.3M1%-18,15813F-HRTimeline
BLAIR WILLIAM & CO/IL286,760$15M0.04%+6,36613F-HRTimeline
HighTower Advisors, LLC285,117$14.9M0.02%+4,65213F-HRTimeline
Mariner, LLCin group Mariner, LLC259,662$13.5M0.02%-150,81313F-HRTimelineGroup
Cetera Investment Advisers251,567$13.1M0.03%+24,14613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP251,002$13.1M0.02%+34,18013F-HRTimelineGroup
Mill Creek Capital Advisors, LLC249,036$13M0.31%-75013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/247,240$12.9M<0.01%+20,04013F-HRTimeline
BAILARD, INC.241,350$12.6M0.32%+8,67313F-HRTimeline
CMH Wealth Management LLC231,043$12.1M2.76%+3,05413F-HRTimeline
Sequoia Financial Advisors, LLC229,818$12M0.12%+5,37013F-HR/ATimeline
NewEdge Advisors, LLC220,058$11.5M0.07%+5,58613F-HRTimeline
FMR LLCin group FMR LLC218,991$11.4M<0.01%+187,07213F-HRTimelineGroup
TODD ASSET MANAGEMENT LLC218,728$11.4M0.27%+161,52013F-HRTimeline
RHUMBLINE ADVISERS202,301$10.6M0.01%+59,38013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…197,497$10.3M0.02%+164,86013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.196,272$10.2M0.02%+51,32513F-HR/ATimelineGroup
Janney Montgomery Scott LLC195,947$10.2M0.03%+61,59513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC193,610$10.1M0.06%-30,28313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…186,009$9.7M0.03%+69,01813F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO181,434$9.46M0.56%-10,48813F-HRTimelineGroup
GLOBALT Investments LLC / GA170,705$8.9M0.34%+18,47513F-HRTimeline
NewEdge Wealth, LLC158,874$8.29M0.14%+138,90113F-HRTimeline
WHITTIER TRUST CO155,993$8.14M0.11%-1,04313F-HRTimeline
Charter Oak Capital Management, LLC151,008$7.88M0.73%-2,10813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC150,175$7.83M0.08%+22,75513F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC150,144$7.83M0.08%+8,23813F-HRTimeline
Trust Co148,108$7.73M0.89%+145,55513F-HRTimeline
CUMBERLAND ADVISORS INC147,935$7.72M3.08%-6,52013F-HRTimeline
Cassia Capital Partners, LLC146,168$7.62M4.86%+1,05813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC142,174$7.42M0.12%+2,05813F-HRTimelineGroup
Creative Planningin group Creative Planning141,465$7.38M0.01%+5,68413F-HRTimelineGroup
Arcadia Wealth Management, LLC140,560$7.33M3.71%+84,00213F-HRTimeline
Premier Path Wealth Partners, LLC136,989$7.15M1.09%+28,85713F-HRTimeline
SENTINEL TRUST CO LBA135,753$7.08M0.81%-32,48213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC135,300$7.06M0.03%013F-HRTimeline
State of Wyoming133,969$6.99M0.89%-22,13713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC133,501$6.96M0.06%+10,71813F-HRTimeline
Federation des caisses Desjardins du Qu…132,915$6.93M0.04%+4,11413F-HRTimeline
SVB WEALTH LLC131,885$6.88M0.13%new13F-HRTimeline
Coppell Advisory Solutions LLC123,108$6.43M0.9%+13,92713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…120,859$6.3M0.01%+14,41413F-HR/ATimeline
Blue Trust, Inc.119,068$6.21M0.08%-13,24113F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP116,908$6.1M<0.01%+100,65013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC116,493$6.08M0.01%+3,83013F-HRTimelineGroup
Sand Hill Global Advisors, LLC115,173$6.01M0.25%+6513F-HRTimeline
MARTIN & CO INC /TN/113,163$5.9M1.46%-4,25113F-HRTimeline
FFT WEALTH MANAGEMENT LLC112,231$5.85M0.44%013F-HRTimeline
Apella Capital, LLC109,940$5.73M0.22%-1,37913F-HRTimeline
SYNTAX RESEARCH, INC.108,435$5.66M4.06%+1,77413F-HRTimeline
Goelzer Investment Management, Inc.106,880$5.57M0.32%-2,69013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP104,049$5.43M0.01%+12,79713F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC103,670$5.41M0.12%013F-HRTimeline
SAGE FINANCIAL GROUP INC103,105$5.38M0.43%+34,89813F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…102,606$5.35M<0.01%-282,73813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC99,578$5.19M0.01%+9,12513F-HRTimeline
St. Louis Trust Co98,328$5.13M0.73%-51513F-HRTimeline
Dentgroup LLC90,632$4.73M3.61%-20,08313F-HRTimeline
FACTORY MUTUAL INSURANCE CO90,000$4.69M0.05%-1,070,70013F-HRTimeline
Smith & Howard Wealth Management, LLC89,427$4.66M1.32%-5,80513F-HRTimeline
Aaron Wealth Advisors LLC88,158$4.6M0.53%-23313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …87,650$4.57M0.01%013F-HRTimelineGroup
STAGE HARBOR FINANCIAL, LLC87,144$4.55M3.95%-6213F-HRTimeline
HANCOCK WHITNEY CORP83,300$4.34M0.14%-1,23413F-HRTimeline
Advisory Services Network, LLC81,448$4.25M0.08%+28,84713F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding81,178$4.23MnewTimeline
Ballentine Partners, LLC79,395$4.14M0.07%013F-HRTimeline
NorthCoast Asset Management LLC78,466$4.09M0.02%-2,60613F-HR/ATimeline
Ramirez Asset Management, Inc.77,952$4.07M0.82%+75,52113F-HRTimeline
Laird Norton Wetherby Wealth Management…75,337$3.93M0.19%+5913F-HRTimeline
SIGNATUREFD, LLC73,602$3.84M0.07%-2,20113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co72,734$3.79M0.05%-76213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp70,990$3.7M<0.01%+23,28313F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC70,220$3.66M0.23%+2513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC69,580$3.63M0.23%new13F-HRTimelineGroup
Hapanowicz & Associates Financial Servi…69,385$3.62M1.82%-52713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD69,177$3.61M2.19%+97513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK68,095$3.55M0.12%+97513F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP67,687$3.53M0.08%new13F-HRTimeline
SCOTIA CAPITAL INC.67,595$3.53M0.02%new13F-HRTimeline
Philip James Wealth Mangement, LLC66,945$3.49M0.45%-202,24213F-HRTimeline
Rathbones Group PLC66,480$3.47M0.02%+49013F-HRTimeline
Cambridge Investment Research Advisors,…65,772$3.43M0.01%-1,64313F-HRTimeline
Beta Wealth Group, Inc.64,401$3.36M1.49%+1,82913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC63,157$3.29M0.08%-26513F-HRTimeline
Sanctuary Advisors, LLC59,927$3.27M0.02%-3,95413F-HRTimeline
Orion Porfolio Solutions, LLC62,169$3.24M0.03%+46,74813F-HRTimeline
Orion Portfolio Solutions, LLC62,169$3.24M0.03%+46,74813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC61,525$3.21M0.02%new13F-HRTimeline
Atria Investments, Inc59,813$3.12M0.04%+26,81513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC59,667$3.11M0.72%+86613F-HRTimeline
Clarendon Private LLC59,453$3.1M3.25%13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…56,400$2.94M0.01%013F-HRTimelineGroup
Sierra Capital LLC56,352$2.94M0.35%+15513F-HRTimeline
Corrigan Financial, Inc.55,913$2.92M0.67%-23913F-HRTimeline
VERITY Wealth Advisors55,903$2.92M2.1%+21013F-HRTimeline
DRW Securities, LLC55,371$2.89M0.19%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC54,205$2.83M0.04%-56913F-HRTimeline
LMCG INVESTMENTS, LLC53,596$2.8M0.17%new13F-HRTimeline
Clearstead Advisors, LLC52,710$2.75M0.04%-27,94013F-HRTimeline
NTV Asset Management LLC51,846$2.7M0.36%-80013F-HRTimeline
SIMON QUICK ADVISORS, LLC51,543$2.69M0.16%-4,09613F-HRTimeline
CERTUITY, LLC51,437$2.68M0.29%+74513F-HRTimeline
Financial Council, LLC50,880$2.65M1.37%-2513F-HRTimeline
M.D. Sass, LLC49,100$2.56M0.2%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.47,879$2.5M0.31%-1,22713F-HRTimeline
Badgley Phelps Wealth Managers, LLC47,758$2.49M0.06%+8713F-HRTimeline
BLKBRD Asset Management, LP46,278$2.41M11.25%13F-HRTimeline
Haverford Trust Co45,903$2.39M0.02%-15013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC45,886$2.39M0.01%-2,49113F-HRTimelineGroup
Red Tortoise LLC45,711$2.38M1.25%+63913F-HRTimeline
Arkadios Wealth Advisors44,970$2.35M0.13%-1,38913F-HRTimeline
RWA WEALTH PARTNERS, LLC44,131$2.3M0.03%+7513F-HRTimeline
Sageworth Trust Co of South Dakota43,929$2.29M2.9%-1,60013F-HRTimeline
Arizona PSPRS Trust43,800$2.28M0.07%new13F-HR/ATimeline
Community Bank, N.A.43,255$2.26M0.29%-81513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.43,034$2.24M<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV42,948$2.24M0.01%-1,77713F-HRTimeline
FourThought Financial Partners, LLC42,899$2.24M0.23%+6,67213F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP42,607$2.22M0.06%-15,57313F-HRTimeline
First National Trust Co42,421$2.21M0.08%+6,29813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/41,610$2.17M0.12%-5013F-HRTimeline
Cresset Asset Management, LLC41,383$2.16M0.01%-2,50713F-HRTimeline
Financial Advocates Investment Manageme…41,020$2.14M0.12%+16,82013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO40,465$2.11M0.04%+3,19113F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC40,041$2.09M0.56%+18,05213F-HRTimeline
JFS WEALTH ADVISORS, LLC39,809$2.08M0.14%-1,40513F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC37,860$1.97M1.56%013F-HRTimeline
Fund Evaluation Group, LLC37,145$1.94M0.09%-1,37213F-HRTimeline
Astoria Strategic Wealth, Inc.36,909$1.93M0.57%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding37,306$1.92M-2,644Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…34,678$1.9M<0.01%-2,97113F-HRTimelineGroup
Mayflower Financial Advisors, LLC35,858$1.87M0.28%-20013F-HRTimeline
OAK FAMILY ADVISORS, LLC35,758$1.87M0.73%-25313F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC34,493$1.8M0.02%+9,14113F-HRTimelineGroup
BIP Wealth, LLC34,455$1.8M0.12%+30013F-HRTimeline
SHELTON CAPITAL MANAGEMENT33,880$1.77M0.04%new13F-HRTimeline
CASTLEARK MANAGEMENT LLC33,730$1.76M0.06%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO32,920$1.72M0.03%-3,12913F-HRTimeline
OAKWORTH CAPITAL, INC.31,852$1.66M0.11%+31,57213F-HRTimeline
Brightwater Advisory LLC31,815$1.66M1.3%-90013F-HRTimeline
IEQ CAPITAL, LLC31,175$1.63M0.02%+16413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC31,000$1.62M0.3%-3,75813F-HRTimeline
Bedel Financial Consulting, Inc.29,029$1.58M0.22%+10913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth29,541$1.54M<0.01%+10,16613F-HR/ATimelineGroup
MIDLAND WEALTH ADVISORS, LLC28,888$1.51M0.09%-57213F-HRTimeline
Global Retirement Partners, LLC28,261$1.47M0.04%-1,21513F-HRTimeline
WEST PACES ADVISORS INC.28,252$1.47M0.36%013F-HRTimeline
Beacon Pointe Advisors, LLC27,940$1.46M0.02%+6,22213F-HRTimeline