Institutional Ownership Ishares Msci Global Min Vol Fa (ACWV)
This table provides information about the institutional ownership of Ishares Msci Global Min Vol Fa (ACWV). We have compiled data on the 340 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
4,317
shares
|
$471,848
0.02% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,197
shares
|
$458,732
0.01% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,084
shares
|
$446,381
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,051
shares
|
$442,774
0.03% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
4,029
shares
|
$440,369
0.03% of portfolio
|
Q2 2022
Reduced 11.08%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
3,940
shares
|
$430,642
0.04% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,929
shares
|
$429,439
0.22% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
3,872
shares
|
$423,209
0.02% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
3,865
shares
|
$422,444
0.01% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,862
shares
|
$422,116
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
3,792
shares
|
$414,465
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,779
shares
|
$413,044
0.03% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
3,775
shares
|
$412,607
0.03% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,730
shares
|
$407,689
0.18% of portfolio
|
Q2 2024
Reduced 17.53%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
3,647
shares
|
$398,617
0.03% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
3,647
shares
|
$398,617
0.18% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,577
shares
|
$390,966
0.0% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,474
shares
|
$379,708
0.01% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
3,366
shares
|
$367,903
0.09% of portfolio
|
Q3 2024
Added 22.98%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
3,364
shares
|
$367,685
0.13% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
3,294
shares
|
$360,034
0.14% of portfolio
|
Q3 2024
Reduced 16.52%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
3,237
shares
|
$353,804
0.15% of portfolio
|
Q4 2023
Reduced 67.14%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
3,228
shares
|
$352,820
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,206
shares
|
$350,415
0.0% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
3,185
shares
|
$348,120
0.03% of portfolio
|
Q2 2024
Added 0.09%
|