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 738 institutions that hold shares in the stock, with a total of 77.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
2,424
shares
|
$288,552
0.01% of portfolio
|
Q3 2024
Reduced 47.86%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
2,422
shares
|
$288,314
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
2,420
shares
|
$288,076
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,420
shares
|
$288,076
0.15% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,417
shares
|
$287,719
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
2,414
shares
|
$287,362
0.21% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
2,389
shares
|
$284,386
0.01% of portfolio
|
Q3 2024
Reduced 39.12%
|
|
|
Highlander Partners, L.P.
|
Nov 08, 2024 Q3 2024 |
2,360
shares
|
$280,934
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,354
shares
|
$280,220
0.01% of portfolio
|
Q3 2024
Added 14.16%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,349
shares
|
$279,624
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
2,349
shares
|
$279,624
0.04% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
2,295
shares
|
$273,196
0.08% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,294
shares
|
$273,077
0.01% of portfolio
|
Q2 2020
Reduced 38.3%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
2,290
shares
|
$272,601
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
2,288
shares
|
$272,363
0.12% of portfolio
|
Q1 2023
Added 101.59%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,272
shares
|
$270,458
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
2,258
shares
|
$268,792
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
2,255
shares
|
$268,435
0.27% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
2,222
shares
|
$264,506
0.02% of portfolio
|
Q4 2023
Added 0.59%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
2,220
shares
|
$264,268
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
2,170
shares
|
$258,316
0.03% of portfolio
|
Q3 2024
Reduced 96.48%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
2,162
shares
|
$257,364
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
2,157
shares
|
$256,769
0.07% of portfolio
|
Q3 2024
Reduced 33.03%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
2,151
shares
|
$256,055
0.05% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
2,138
shares
|
$254,507
0.05% of portfolio
|
Q3 2024
Added 1.81%
|