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 779 institutions that hold shares in the stock, with a total of 74.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.74 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
|
$5.95 Million
0.25% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
45,319
shares
|
$5.91 Million
1.97% of portfolio
|
Q2 2025
Added 1065.01%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
44,098
shares
|
$5.75 Million
1.82% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
44,053
shares
|
$5.74 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Capital World Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
43,471
shares
|
$5.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
43,132
shares
|
$5.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
42,391
shares
|
$5.53 Million
0.0% of portfolio
|
Q1 2025
Added 345.52%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
42,354
shares
|
$5.52 Million
0.07% of portfolio
|
Q1 2025
Reduced 24.55%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
41,915
shares
|
$5.46 Million
0.35% of portfolio
|
Q1 2025
Added 73.56%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
41,068
shares
|
$5.35 Million
0.74% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
40,844
shares
|
$5.32 Million
2.04% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
40,695
shares
|
$5.3 Million
0.55% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
40,022
shares
|
$5.22 Million
0.96% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
39,683
shares
|
$5.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 71.04%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2025 Q1 2025 |
39,594
shares
|
$5.16 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
|
$5.16 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
38,524
shares
|
$5.02 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.15%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
37,838
shares
|
$4.93 Million
0.07% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
37,659
shares
|
$4.91 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
37,442
shares
|
$4.88 Million
0.04% of portfolio
|
Q1 2025
Added 22.0%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
36,728
shares
|
$4.79 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
35,824
shares
|
$4.67 Million
3.74% of portfolio
|
Q3 2024
Added 105.02%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
35,530
shares
|
$4.63 Million
1.9% of portfolio
|
Q2 2022
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
35,245
shares
|
$4.59 Million
0.13% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
35,134
shares
|
$4.58 Million
2.19% of portfolio
|
Q2 2025
Reduced 3.53%
|