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 736 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 $9.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
9,288
shares
|
$1.1 Million
0.22% of portfolio
|
Q2 2022
Added 0.08%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,286
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,226
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
9,076
shares
|
$1.08 Million
0.4% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
9,036
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
9,026
shares
|
$1.07 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,976
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
8,973
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
8,878
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
8,841
shares
|
$1.05 Million
0.28% of portfolio
|
Q1 2024
Reduced 14.09%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
8,785
shares
|
$1.04 Million
0.18% of portfolio
|
Q1 2024
Reduced 40.51%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
8,572
shares
|
$1.02 Million
0.83% of portfolio
|
Q2 2024
Added 0.84%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
8,524
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,338
shares
|
$988,469
0.02% of portfolio
|
Q3 2024
Reduced 73.68%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
8,300
shares
|
$983,965
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
8,260
shares
|
$979,223
1.54% of portfolio
|
Q4 2022
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
8,243
shares
|
$977,207
0.61% of portfolio
|
Q2 2024
Added 0.84%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
8,161
shares
|
$967,486
0.02% of portfolio
|
Q3 2024
Reduced 33.52%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,948
shares
|
$942,235
0.01% of portfolio
|
Q3 2024
Added 34.3%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
7,903
shares
|
$936,900
0.0% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
7,694
shares
|
$912,123
0.11% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
7,592
shares
|
$900,031
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
7,548
shares
|
$894,815
0.01% of portfolio
|
Q4 2022
Reduced 11.7%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,538
shares
|
$893,629
0.27% of portfolio
|
Q1 2019
Reduced 10.35%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
7,519
shares
|
$891,377
0.04% of portfolio
|
Q3 2024
Reduced 3.42%
|