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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
86,655
shares
|
$10.8 Million
0.35% of portfolio
|
Q3 2023
Reduced 1.65%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
86,164
shares
|
$10.8 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
85,209
shares
|
$10.6 Million
0.02% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
84,986
shares
|
$10.6 Million
0.03% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
84,507
shares
|
$10.6 Million
1.42% of portfolio
|
Q1 2025
Reduced 32.24%
|
|
|
Vpr Management LLC
Houston, TX |
May 15, 2025 Q1 2025 |
83,300
shares
|
$10.4 Million
4.74% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
83,203
shares
|
$10.4 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Nyl Investors LLC
New York, NY |
May 07, 2025 Q1 2025 |
83,200
shares
|
$10.4 Million
0.63% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
82,437
shares
|
$10.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
81,403
shares
|
$10.2 Million
0.05% of portfolio
|
Q1 2025
Added 193.97%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
81,337
shares
|
$10.2 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
80,587
shares
|
$10.1 Million
1.77% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
80,414
shares
|
$10 Million
0.01% of portfolio
|
Q1 2025
Added 90.26%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
80,391
shares
|
$10 Million
0.08% of portfolio
|
Q1 2025
Added 282.98%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
80,069
shares
|
$10 Million
9.55% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
79,665
shares
|
$9.95 Million
3.51% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
76,970
shares
|
$9.61 Million
0.6% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
71,700
shares
|
$8.95 Million
0.01% of portfolio
|
Q1 2025
Added 178.99%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
70,437
shares
|
$8.79 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
69,840
shares
|
$8.72 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
69,202
shares
|
$8.64 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
68,546
shares
|
$8.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
65,321
shares
|
$8.16 Million
0.05% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
64,917
shares
|
$8.1 Million
0.09% of portfolio
|
Q1 2025
Added 202.59%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
63,403
shares
|
$7.92 Million
4.35% of portfolio
|
Q1 2025
Added 0.18%
|