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 793 institutions that hold shares in the stock, with a total of 79.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
19,752
shares
|
$2.39 Million
0.41% of portfolio
|
Q3 2023
Reduced 13.47%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
19,692
shares
|
$2.38 Million
0.28% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
19,302
shares
|
$2.33 Million
0.07% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
19,282
shares
|
$2.33 Million
0.41% of portfolio
|
Q4 2024
Added 14.39%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
19,190
shares
|
$2.32 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
18,907
shares
|
$2.28 Million
0.41% of portfolio
|
Q4 2024
Added 571.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
18,729
shares
|
$2.26 Million
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
18,707
shares
|
$2.26 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
18,421
shares
|
$2.23 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
18,246
shares
|
$2.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
18,079
shares
|
$2.18 Million
0.03% of portfolio
|
Q4 2024
Added 71.74%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
18,035
shares
|
$2.18 Million
0.1% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
17,931
shares
|
$2.17 Million
1.27% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
17,865
shares
|
$2.16 Million
0.08% of portfolio
|
Q4 2024
Reduced 21.35%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
17,605
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
17,518
shares
|
$2.12 Million
0.05% of portfolio
|
Q4 2024
Added 13.22%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
17,469
shares
|
$2.11 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mayo Clinic
Rochester, MN |
Nov 12, 2024 Q3 2024 |
17,359
shares
|
$2.1 Million
76.37% of portfolio
|
Q1 2024
Reduced 84.74%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
17,149
shares
|
$2.07 Million
0.08% of portfolio
|
Q4 2024
Added 325.96%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
16,967
shares
|
$2.05 Million
0.99% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
16,278
shares
|
$1.97 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
16,265
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Added 21.07%
|
|
|
May Tech Global Investments, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,171
shares
|
$1.95 Million
0.23% of portfolio
|
Q4 2024
Added 116.05%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
16,042
shares
|
$1.94 Million
0.94% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
16,038
shares
|
$1.94 Million
0.75% of portfolio
|
Q3 2024
Added 0.44%
|