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 |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
45,647
shares
|
$5.7 Million
0.25% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
45,475
shares
|
$5.68 Million
0.53% of portfolio
|
Q1 2025
Reduced 48.34%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
44,053
shares
|
$5.5 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Capital World Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
43,471
shares
|
$5.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
43,132
shares
|
$5.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
43,117
shares
|
$5.38 Million
1.71% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
42,391
shares
|
$5.29 Million
0.0% of portfolio
|
Q1 2025
Added 345.52%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
42,354
shares
|
$5.29 Million
0.07% of portfolio
|
Q1 2025
Reduced 24.55%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
41,915
shares
|
$5.23 Million
0.35% of portfolio
|
Q1 2025
Added 73.56%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
41,068
shares
|
$5.13 Million
0.74% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
40,695
shares
|
$5.08 Million
0.55% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
40,499
shares
|
$5.06 Million
1.99% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
40,108
shares
|
$5.01 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
39,757
shares
|
$4.96 Million
0.99% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
39,683
shares
|
$4.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 71.04%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2025 Q1 2025 |
39,594
shares
|
$4.94 Million
0.04% of portfolio
|
Q1 2025
Reduced 19.69%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
39,577
shares
|
$4.94 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
39,001
shares
|
$4.87 Million
0.1% of portfolio
|
Q1 2025
Reduced 74.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
38,524
shares
|
$4.81 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.15%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
37,838
shares
|
$4.72 Million
0.08% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
37,659
shares
|
$4.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
37,442
shares
|
$4.67 Million
0.04% of portfolio
|
Q1 2025
Added 22.0%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
37,069
shares
|
$4.63 Million
1.27% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
36,420
shares
|
$4.55 Million
2.29% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
35,824
shares
|
$4.47 Million
3.74% of portfolio
|
Q3 2024
Added 105.02%
|