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 $9.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
54,602
shares
|
$6.54 Million
0.92% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
52,868
shares
|
$6.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.86%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
50,275
shares
|
$6.03 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
49,880
shares
|
$5.98 Million
0.09% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
49,823
shares
|
$5.97 Million
1.36% of portfolio
|
Q3 2024
Added 56.59%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
48,523
shares
|
$5.82 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
48,164
shares
|
$5.77 Million
0.91% of portfolio
|
Q1 2024
Added 0.11%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
47,847
shares
|
$5.73 Million
1.33% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
46,602
shares
|
$5.59 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
46,298
shares
|
$5.55 Million
0.01% of portfolio
|
Q3 2024
Added 19.87%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
46,070
shares
|
$5.52 Million
1.99% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
45,935
shares
|
$5.51 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Moneda S.A. Administradora General De Fondos
|
Nov 04, 2024 Q3 2024 |
45,924
shares
|
$5.5 Million
4.54% of portfolio
|
Q3 2024
Added 15.98%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
45,857
shares
|
$5.5 Million
1.93% of portfolio
|
Q3 2024
Reduced 36.96%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
45,580
shares
|
$5.46 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
45,439
shares
|
$5.45 Million
0.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
44,887
shares
|
$5.38 Million
4.82% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
44,887
shares
|
$5.38 Million
4.82% of portfolio
|
Q3 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
44,210
shares
|
$5.3 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
43,661
shares
|
$5.23 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
42,955
shares
|
$5.15 Million
1.8% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
42,356
shares
|
$5.08 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.83%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
42,090
shares
|
$5.04 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
41,554
shares
|
$4.98 Million
0.09% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
41,480
shares
|
$4.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 66.05%
|