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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
13,183
shares
|
$1.59 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
13,128
shares
|
$1.59 Million
0.35% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
13,056
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
13,052
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.37%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
12,900
shares
|
$1.56 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
12,900
shares
|
$1.56 Million
18.66% of portfolio
|
Q1 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
12,654
shares
|
$1.53 Million
1.0% of portfolio
|
Q3 2024
Reduced 22.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
12,650
shares
|
$1.53 Million
0.02% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,547
shares
|
$1.52 Million
0.07% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
12,543
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
12,500
shares
|
$1.51 Million
0.31% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
12,489
shares
|
$1.51 Million
0.09% of portfolio
|
Q1 2023
Added 3.5%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
12,429
shares
|
$1.5 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
12,288
shares
|
$1.48 Million
0.16% of portfolio
|
Q1 2023
Reduced 61.96%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
12,239
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
12,195
shares
|
$1.47 Million
0.18% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
12,190
shares
|
$1.47 Million
0.53% of portfolio
|
Q4 2024
Added 324.3%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
12,037
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Added 184.43%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
11,930
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
11,845
shares
|
$1.43 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
11,649
shares
|
$1.41 Million
0.59% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
11,640
shares
|
$1.41 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
11,500
shares
|
$1.39 Million
0.18% of portfolio
|
Q1 2024
Reduced 69.74%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,391
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2024
Added 26.06%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
11,390
shares
|
$1.38 Million
1.16% of portfolio
|
Q4 2024
Added 2.77%
|