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 |
---|---|---|---|---|---|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
40
shares
|
$4,742
0.0% of portfolio
|
Q2 2024
Reduced 70.8%
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
35
shares
|
$4,149
0.01% of portfolio
|
Q1 2023
Added 2.94%
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
33
shares
|
$3,912
0.0% of portfolio
|
Q1 2024
Reduced 89.07%
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
32
shares
|
$3,793
0.0% of portfolio
|
Q3 2024
Added 6.67%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
30
shares
|
$3,556
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
28
shares
|
$3,319
0.0% of portfolio
|
Q4 2020
New holding
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
27
shares
|
$3,200
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
27
shares
|
$3,200
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
27
shares
|
$3,200
0.0% of portfolio
|
Q4 2023
Reduced 84.57%
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
24
shares
|
$2,845
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
15
shares
|
$1,778
0.0% of portfolio
|
Q1 2023
Reduced 28.57%
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
10
shares
|
$1,185
0.0% of portfolio
|
Q3 2024
New holding
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
9
shares
|
$1,066
0.0% of portfolio
|
Q3 2024
Added 350.0%
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5
shares
|
$592
0.0% of portfolio
|
Q1 2023
Reduced 92.31%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3
shares
|
$355
0.0% of portfolio
|
Q2 2021
Reduced 93.02%
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1
shares
|
$118
0.0% of portfolio
|
Q3 2022
Reduced 96.3%
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
1
shares
|
$118
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
1
shares
|
$118
0.0% of portfolio
|
Q2 2023
New holding
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
1
shares
|
$118
0.0% of portfolio
|
Q3 2024
Reduced 98.31%
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1
shares
|
$118
0.0% of portfolio
|
Q3 2022
New holding
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|