Skip to content
Disclosery

ACWX ISHARES TR

Follow

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,917,701$328M0.03%-1,580,67113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,743,673$263M0.01%-176,70713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,020,740$223M0.02%+485,39813F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,844,202$158M0.03%+132,41813F-HRTimelineGroup
THORNBURG INVESTMENT MANAGEMENT INC215,665$120M0.17%-349,15213F-HRTimeline
Merit Financial Group, LLC1,712,700$95M1.42%+1,701,58813F-HRTimeline
GERMAN AMERICAN BANCORP, INC.1,576,511$87.4M9.4%+21,27513F-HRTimeline
Sageworth Trust Co1,479,590$82M5.1%-9,28613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,421,254$78.8M0.2%+1,391,71313F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,222,535$67.8M0.01%+23,28313F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,198,953$66.5M0.12%+259,31713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,145,463$63.5M+165,002Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,135,989$63M0.47%-8,93313F-HRTimelineGroup
Cliffwater LLC1,098,677$60.9M15.93%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,069,186$59.3M0.02%-310,57813F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,051,510$58.3M0.31%-9,96913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,047,756$58.1M0.15%-41,44813F-HRTimeline
Winthrop Advisory Group LLC920,403$51M6.14%+162,79013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding900,198$49.9M+5,307Timeline
Cerity Partners LLCin group Cerity Partners LLC876,441$48.6M0.1%+76,70613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS851,932$47.2M0.04%+11,92513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO837,936$46.5M<0.01%-37,93613F-HRTimelineGroup
TLWM822,823$45.6M9.12%-72313F-HRTimeline
GM Advisory Group, LLC772,289$42.8M2.31%+91,70113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\746,220$41.4M0.06%-14,13613F-HRTimelineGroup
AMG National Trust Bank708,737$39.3M1.1%-22,57313F-HRTimeline
WESBANCO BANK INC682,895$37.9M1.31%+19,49213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.625,222$34.7M1.7%-23,96313F-HRTimelineGroup
Abundance Wealth Counselors508,265$28.2M5.9%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources489,868$27.2M0.01%-20,38613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.485,398$26.9M0.01%+12,48113F-HRTimeline
MML INVESTORS SERVICES, LLC476,559$26.4M0.09%+5,15813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding466,215$25.9M+66,402Timeline
Advus Financial Partners, LLC465,443$25.8M11.06%+26,49913F-HR/ATimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.454,713$25.2M0.97%+60,10013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN445,993$24.7M0.01%+105,74113F-HRTimelineGroup
Capital Investment Advisors, LLC442,173$24.5M0.48%-7,10513F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…441,920$24.5M0.25%013F-HRTimelineGroup
Cadence Bank416,334$23.1M1.65%-1,88313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC396,761$22M0.01%-295,11413F-HRTimelineGroup
LPL Financial LLC345,465$19.2M0.01%-20,17013F-HRTimeline
FMR LLCin group FMR LLC343,794$19.1M<0.01%+124,80313F-HRTimelineGroup
Cornerstone Wealth Group, LLC336,577$18.7M1.55%-16,26313F-HRTimeline
Federation des caisses Desjardins du Qu…315,392$17.5M0.09%+182,47713F-HRTimeline
Heritage Wealth Advisors309,464$17.2M0.87%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC308,785$17.1M0.99%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300,863$16.7M0.53%-7,11513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL296,459$16.4M0.05%+9,69913F-HRTimeline
Legacy Private Trust Co.282,669$15.7M1.08%-10,56813F-HRTimeline
HighTower Advisors, LLC281,782$15.6M0.02%-3,33513F-HRTimeline
Mariner, LLCin group Mariner, LLC272,480$15.1M0.03%+12,81813F-HRTimelineGroup
Sequoia Financial Advisors, LLC268,940$14.9M0.12%+39,12213F-HRTimeline
COMERICA BANK265,361$14.7M0.06%-60,01713F-HRTimeline
Cetera Investment Advisers265,188$14.7M0.03%+13,62113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA263,770$14.6M<0.01%-450,57113F-HR/ATimelineGroup
Mill Creek Capital Advisors, LLC249,018$13.8M0.33%-1813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP248,110$13.8M0.02%-2,89213F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/247,240$13.7M<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC234,563$13M0.02%-773,84013F-HRTimelineGroup
CMH Wealth Management LLC233,807$13M3.25%+2,76413F-HRTimeline
BAILARD, INC.206,094$11.4M0.29%-35,25613F-HRTimeline
OLD MISSION CAPITAL LLC200,281$11.1M0.21%new13F-HRTimeline
Janney Montgomery Scott LLC187,254$10.4M0.03%-8,69313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.181,163$10M0.02%-15,10913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP181,145$10M0.02%-292,82713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC180,514$10M0.12%+30,33913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC179,917$9.98M0.06%-13,69313F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO174,436$9.67M0.58%-6,99813F-HRTimelineGroup
Madrona Financial Services, LLC170,283$9.44M2.6%+160,69213F-HRTimeline
Beacon Pointe Advisors, LLC168,770$9.36M0.11%+140,83013F-HRTimeline
NewEdge Advisors, LLC167,752$9.3M0.06%-52,30613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC165,631$9.18M0.07%+32,13013F-HRTimeline
WHITTIER TRUST CO159,271$8.83M0.12%+3,27813F-HRTimeline
Trust Co155,516$8.62M1.02%+7,40813F-HRTimeline
GLOBALT Investments LLC / GA155,055$8.6M0.35%-15,65013F-HRTimeline
Premier Path Wealth Partners, LLC152,929$8.48M1.32%+15,94013F-HRTimeline
LOWE BROCKENBROUGH & CO INC150,220$8.33M0.55%+80,00013F-HRTimeline
Arcadia Wealth Management, LLC150,186$8.33M4.11%+9,62613F-HRTimeline
CUMBERLAND ADVISORS INC149,165$8.27M3.75%+1,23013F-HRTimeline
Charter Oak Capital Management, LLC148,181$8.22M0.75%-2,82713F-HRTimeline
RHUMBLINE ADVISERS147,049$8.15M0.01%-55,25213F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC145,170$8.05M0.08%-4,97413F-HRTimeline
Cassia Capital Partners, LLC143,994$7.98M4.98%-2,17413F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC142,174$7.88M0.14%013F-HRTimelineGroup
SSI INVESTMENT MANAGEMENT LLC138,822$7.7M0.6%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC135,300$7.5M0.04%013F-HRTimeline
Creative Planningin group Creative Planning133,022$7.38M0.01%-8,44313F-HRTimelineGroup
State of Wyoming126,430$7.01M0.93%-7,53913F-HRTimeline
SENTINEL TRUST CO LBA126,363$7.01M0.83%-9,39013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…120,779$6.7M0.02%-65,23013F-HRTimelineGroup
Blue Trust, Inc.116,940$6.48M0.08%-2,12813F-HRTimeline
MARTIN & CO INC /TN/115,969$6.43M1.24%+2,80613F-HRTimeline
Sand Hill Global Advisors, LLC115,173$6.39M0.26%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC107,181$5.94M0.01%-9,31213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC103,970$5.77M0.12%+30013F-HRTimeline
Apella Capital, LLC108,335$5.74M0.2%-1,60513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,432$5.68M0.01%-1,61713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…102,095$5.66M0.01%-18,76413F-HRTimeline
Goelzer Investment Management, Inc.101,682$5.64M0.33%-5,19813F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC101,128$5.61M0.01%+1,55013F-HRTimeline
Sandbox Financial Partners, LLC96,838$5.37M1.9%new13F-HRTimeline
FACTORY MUTUAL INSURANCE CO90,000$4.99M0.06%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…89,828$4.98M<0.01%+63,40613F-HRTimelineGroup
Smith & Howard Wealth Management, LLC89,733$4.98M1.36%+30613F-HRTimeline
SAGE FINANCIAL GROUP INC89,124$4.94M0.4%-13,98113F-HRTimeline
St. Louis Trust Co88,800$4.92M0.71%-9,52813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …87,650$4.86M0.01%013F-HRTimelineGroup
STAGE HARBOR FINANCIAL, LLC86,350$4.79M4.05%-79413F-HRTimeline
HANCOCK WHITNEY CORP85,704$4.75M0.16%+2,40413F-HRTimeline
Dentgroup LLC82,544$4.58M3.43%-8,08813F-HRTimeline
Ballentine Partners, LLC79,395$4.4M0.08%013F-HRTimeline
Atlas Legacy Advisors, LLC76,407$4.35M1.1%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp78,207$4.34M<0.01%+7,21713F-HRTimelineGroup
NorthCoast Asset Management LLC76,834$4.26M0.02%-1,63213F-HR/ATimeline
Advisory Services Network, LLC75,101$4.16M0.08%-6,34713F-HRTimeline
SIGNATUREFD, LLC72,191$4M0.08%-1,41113F-HRTimeline
Hapanowicz & Associates Financial Servi…71,727$3.98M2.21%+2,34213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co71,672$3.97M0.05%-1,06213F-HRTimelineGroup
Cambridge Investment Research Advisors,…71,301$3.95M0.01%+5,52913F-HRTimeline
SYNTAX RESEARCH, INC.69,488$3.85M2.66%-38,94713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD69,177$3.84M2.31%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC69,107$3.83M0.14%+68,60213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP67,687$3.75M0.09%013F-HRTimeline
Orion Porfolio Solutions, LLC66,805$3.7M0.04%+4,63613F-HRTimeline
Orion Portfolio Solutions, LLC66,805$3.7M0.04%+4,63613F-HR/ATimeline
Rathbones Group PLC66,565$3.69M0.02%+8513F-HRTimeline
Central Pacific Bank - Trust Division64,480$3.58M0.49%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC62,946$3.49M0.09%-21113F-HRTimeline
M.D. Sass, LLC61,760$3.42M0.3%+12,66013F-HRTimeline
Sanctuary Advisors, LLC59,981$3.33M0.02%+5413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC59,317$3.29M0.75%-35013F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC58,768$3.26M0.01%-321,50313F-HRTimeline
EASTERN BANK58,351$3.24M0.06%+49,96013F-HRTimeline
Sierra Capital LLC56,352$3.12M0.38%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…55,915$3.1M0.01%-48513F-HRTimelineGroup
VERITY Wealth Advisors55,903$3.1M2.3%013F-HRTimeline
Aaron Wealth Advisors LLC55,853$3.1M0.36%-32,30513F-HRTimeline
Arkadios Wealth Advisors55,275$3.06M0.12%+10,30513F-HRTimeline
Corrigan Financial, Inc.55,179$3.06M0.63%-73413F-HRTimeline
Belpointe Asset Management LLC54,843$3.04M0.16%+40,66413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP54,830$3.04M0.05%+12,22313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC54,205$3.01M0.04%013F-HRTimeline
Financial Advocates Investment Manageme…52,105$2.89M0.2%+11,08513F-HRTimeline
Clearstead Advisors, LLC51,741$2.87M0.04%-96913F-HRTimeline
NTV Asset Management LLC51,696$2.87M0.38%-15013F-HRTimeline
CERTUITY, LLC51,437$2.85M0.3%013F-HRTimeline
Financial Council, LLC51,376$2.85M1.54%+49613F-HRTimeline
Waterloo Capital, L.P.50,989$2.83M0.26%new13F-HRTimeline
Philip James Wealth Mangement, LLC50,785$2.82M0.34%-16,16013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…49,762$2.76M<0.01%-52,84413F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC49,608$2.75M0.16%-1,93513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/48,183$2.67M<0.01%+28,45413F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.47,879$2.65M0.33%013F-HRTimeline
Clarendon Private LLC47,164$2.62M2.76%-12,28913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC45,964$2.55M0.01%+7813F-HRTimelineGroup
Red Tortoise LLC45,711$2.53M1.32%013F-HRTimeline
Haverford Trust Co45,616$2.53M0.03%-28713F-HRTimeline
FourThought Financial Partners, LLC45,331$2.51M0.26%+2,43213F-HRTimeline
RWA WEALTH PARTNERS, LLC44,967$2.49M0.03%+83613F-HRTimeline
Badgley Phelps Wealth Managers, LLC44,672$2.48M0.06%-3,08613F-HRTimeline
JENNISON ASSOCIATES LLC44,029$2.44M<0.01%-394,57613F-HRTimeline
Sageworth Trust Co of South Dakota43,929$2.44M2.93%013F-HRTimeline
Atria Investments, Inc43,694$2.42M0.03%-16,11913F-HRTimeline
IEQ CAPITAL, LLC43,417$2.41M0.02%+12,24213F-HRTimeline
Fortis Capital Advisors, LLC42,941$2.38M0.48%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.42,815$2.37M<0.01%-21913F-HRTimelineGroup
First National Trust Co41,432$2.3M0.09%-98913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV41,160$2.28M0.01%-1,78813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/40,883$2.27M0.12%-72713F-HRTimeline
Cresset Asset Management, LLC40,752$2.26M0.01%-63113F-HRTimeline
Prime Capital Investment Advisors, LLC40,691$2.26M0.03%+27,35713F-HRTimeline
Adams Wealth Management40,230$2.23M0.44%new13F-HRTimeline
CacheTech Inc.40,230$2.23M0.43%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding37,841$2.15M+535Timeline
JFS WEALTH ADVISORS, LLC38,486$2.13M0.14%-1,32313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO38,331$2.13M0.05%-2,13413F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC37,870$2.1M0.5%-2,17113F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC37,860$2.1M1.69%013F-HRTimeline
Fund Evaluation Group, LLC37,762$2.09M0.09%+61713F-HRTimeline
Astoria Strategic Wealth, Inc.36,909$2.05M0.6%013F-HRTimeline
OAK FAMILY ADVISORS, LLC36,883$2.05M0.85%+1,12513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC36,792$2.04M0.2%+19,89813F-HRTimeline
Mayflower Financial Advisors, LLC35,789$1.98M0.3%-6913F-HRTimeline
BIP Wealth, LLC34,455$1.91M0.12%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…34,000$1.9M0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…34,678$1.9M<0.01%013F-HR/ATimelineGroup
RiverFront Investment Group, LLC34,124$1.89M0.04%+24,30013F-HRTimeline
Community Bank, N.A.33,104$1.84M0.25%-10,15113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC32,989$1.83M0.02%-1,50413F-HRTimelineGroup
OAKWORTH CAPITAL, INC.31,852$1.77M0.12%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI31,447$1.74M0.1%+11,32913F-HRTimeline
Brightwater Advisory LLC31,356$1.74M1.38%-45913F-HR/ATimeline
CATALYST FINANCIAL PARTNERS LLC31,000$1.72M0.32%013F-HRTimeline
FIDUCIENT ADVISORS LLC30,710$1.7M0.21%+6,28213F-HRTimeline
Bedel Financial Consulting, Inc.29,246$1.7M0.24%+21713F-HRTimeline
Yost Capital Management, LP30,500$1.69M2.59%new13F-HRTimeline
Presidio Capital Management, LLC30,340$1.68M0.7%+9,88113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.30,241$1.68M0.01%+21,72813F-HRTimeline
WEST PACES ADVISORS INC.30,024$1.66M0.38%+1,77213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO28,697$1.59M0.03%-4,22313F-HRTimeline