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 770 institutions that hold shares in the stock, with a total of 76 Million shares, which have been reported (via 13F filing form) to have a value of $9.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
150,890
shares
|
$18.8 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
131,404
shares
|
$16.4 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
130,790
shares
|
$16.3 Million
1.06% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Ashford Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
122,756
shares
|
$15.3 Million
3.57% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
120,880
shares
|
$15.1 Million
1.41% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
117,483
shares
|
$14.7 Million
0.12% of portfolio
|
Q4 2024
Added 13.84%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
116,664
shares
|
$14.6 Million
2.69% of portfolio
|
Q2 2023
Reduced 3.89%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
115,135
shares
|
$14.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 22.13%
|
|
|
Wind River Trust CO
|
May 15, 2025 Q1 2025 |
114,699
shares
|
$14.3 Million
5.73% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
113,322
shares
|
$14.1 Million
0.07% of portfolio
|
Q2 2023
Reduced 8.92%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
112,173
shares
|
$14 Million
0.16% of portfolio
|
Q3 2023
Added 4.23%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
110,768
shares
|
$13.8 Million
4.73% of portfolio
|
Q1 2025
Added 40.48%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
108,402
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
104,716
shares
|
$13.1 Million
4.64% of portfolio
|
Q1 2025
Added 74.63%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
104,321
shares
|
$13 Million
2.53% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Lepercq Multi Asset Fund
Hamilton, D0 |
Feb 07, 2025 Q4 2024 |
104,300
shares
|
$13 Million
8.79% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
104,185
shares
|
$13 Million
0.03% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
103,683
shares
|
$12.9 Million
0.78% of portfolio
|
Q4 2022
Added 269.15%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
102,551
shares
|
$12.8 Million
0.05% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
102,489
shares
|
$12.8 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
100,374
shares
|
$12.5 Million
2.22% of portfolio
|
Q1 2025
Added 430.88%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
94,603
shares
|
$11.8 Million
0.88% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
92,423
shares
|
$11.5 Million
0.29% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
90,483
shares
|
$11.3 Million
0.62% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
86,812
shares
|
$10.8 Million
0.58% of portfolio
|
Q1 2025
Reduced 10.23%
|