Institutional Ownership Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI). We have compiled data on the 737 institutions that hold shares in the stock, with a total of 77.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,044
shares
|
$125,624
0.04% of portfolio
|
Q1 2022
Reduced 2.97%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
1,044
shares
|
$125,624
0.02% of portfolio
|
Q1 2020
Added 31.49%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
1,009
shares
|
$121,412
0.08% of portfolio
|
Q2 2024
Added 13.5%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,001
shares
|
$120,450
0.06% of portfolio
|
Q4 2023
Added 264.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
990
shares
|
$119,126
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
965
shares
|
$116,118
0.04% of portfolio
|
Q1 2022
Reduced 3.98%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
960
shares
|
$115,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
953
shares
|
$114,674
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
925
shares
|
$111,305
0.02% of portfolio
|
Q3 2024
Added 18.74%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
911
shares
|
$109,620
0.02% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
850
shares
|
$102,280
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
848
shares
|
$102,039
0.06% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
843
shares
|
$101,438
0.07% of portfolio
|
Q2 2024
Added 0.84%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
836
shares
|
$100,595
0.01% of portfolio
|
Q3 2024
Added 19.94%
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
809
shares
|
$97,346
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
791
shares
|
$95,181
0.0% of portfolio
|
Q3 2024
Added 81.42%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
677
shares
|
$81,463
0.02% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
628
shares
|
$75,567
0.01% of portfolio
|
Q3 2024
Reduced 44.47%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
600
shares
|
$72,198
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2024 Q3 2024 |
595
shares
|
$71,596
0.0% of portfolio
|
Q3 2024
Reduced 63.7%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
594
shares
|
$71,476
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
586
shares
|
$70,513
0.02% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
562
shares
|
$67,625
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
550
shares
|
$66,181
0.04% of portfolio
|
Q2 2024
Added 57.14%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
534
shares
|
$64,256
0.05% of portfolio
|
Q3 2024
Reduced 90.29%
|