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 $9.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
41,480
shares
|
$4.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 66.05%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
40,913
shares
|
$4.89 Million
0.0% of portfolio
|
Q3 2024
Added 72.28%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
40,646
shares
|
$4.86 Million
0.69% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
40,064
shares
|
$4.79 Million
0.9% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
39,612
shares
|
$4.73 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
39,577
shares
|
$4.73 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
39,571
shares
|
$4.73 Million
2.47% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
39,548
shares
|
$4.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
39,521
shares
|
$4.72 Million
2.16% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
39,413
shares
|
$4.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.67%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
39,383
shares
|
$4.71 Million
0.04% of portfolio
|
Q1 2024
Added 15.86%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
38,106
shares
|
$4.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.47%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
37,219
shares
|
$4.45 Million
0.54% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
36,999
shares
|
$4.42 Million
0.53% of portfolio
|
Q3 2024
Reduced 19.49%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
36,688
shares
|
$4.39 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
36,673
shares
|
$4.38 Million
0.08% of portfolio
|
Q3 2023
Reduced 1.68%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
36,486
shares
|
$4.36 Million
0.06% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
35,912
shares
|
$4.29 Million
0.04% of portfolio
|
Q3 2024
Added 178.02%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
35,824
shares
|
$4.28 Million
3.74% of portfolio
|
Q3 2024
Added 105.02%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
35,530
shares
|
$4.25 Million
1.9% of portfolio
|
Q2 2022
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
35,242
shares
|
$4.21 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
35,236
shares
|
$4.21 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,214
shares
|
$4.21 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
34,570
shares
|
$4.13 Million
0.3% of portfolio
|
Q2 2024
Reduced 21.87%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Nov 12, 2024 Q3 2024 |
34,566
shares
|
$4.13 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.91%
|