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Get Institutions for : 
iShares MSCI ACWI Index (ACWI)  
$110.13 0.02 (0.02%) as of 4:30 Thu 3/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 652    40
Total shares held : 
109,458,531  
% of shares held : 
66.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  73  
Amount of shares held : 
12,429,642  
% of shares held change : 
  7.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$91.96  
Last Quarter's Ending Price : 
$101.77  
Last Quarter's Average Price
$95.67  
Change from last quarter's     
avg. price to the last closing  : 
14.46 (15.11%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
67
 5,195,326
 4.75%
 
Increased Positions :
231
 26,240,968
 23.97%
 
Unchanged Positions :
156
 3,768,685
 3.44%
 
Decreased Positions :
198
-17,200,577
-15.71%
 
Closed Positions :
27
-1,806,075
-1.65%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 200 - 2023-12-31 10,396,238 $1,058,025,000 -1,151,751
   GOLDMAN SACHS GROUP INC/ 142 - 2023-12-31 6,209,865 $631,978,000 3,049,270
   UBS Group AG 96 - 2023-12-31 5,557,897 $565,627,000 5,157,570
   TORONTO DOMINION BANK 19 - 2023-12-31 5,310,000 $540,399,000 -430,000
   MKP CAPITAL MANAGEMENT, L.L.C. 1 - 2023-12-31 4,276,752 $435,245,000 -3,186,223
   Capital Group Private Client Services Inc. 2 - 2023-12-31 4,204,219 $427,863,000 4,164,952
   CIBC WORLD MARKETS CORP 9 *New 2023-12-31 3,500,000 $356,195,000 3,500,000
   BANK OF AMERICA CORP /DE/ 404 - 2023-12-31 3,378,122 $343,791,000 1,040,827
   Oversea-Chinese Banking CORP Ltd 1 - 2023-12-31 3,353,748 $341,244,000 2,275,450
   Johns Hopkins University 4 - 2023-12-31 2,614,084 $266,035,000 1,724,896
   NATIONAL BANK OF CANADA /FI/ 53 - 2023-12-31 2,147,047 $216,636,000 -2,293,845
   SAGEWORTH TRUST CO - 2023-12-31 1,834,782 $186,726,000 -22,090
   ICONIQ CAPITAL, LLC 7 - 2023-12-31 1,641,244 $167,029,000 -4,724
   WELLS FARGO & CO/MN 317 - 2023-12-31 1,626,845 $165,564,000 520,359
   BANK OF NOVA SCOTIA / 71 - 2023-12-31 1,460,745 $148,655,000 -51,069
   Sarasin & Partners LLP 28 - 2023-12-31 1,379,605 $140,402,000 1,563
   Capitolis Liquid Global Markets LLC 3 - 2023-12-31 1,306,000 $132,912,000 0
   ALLIANZ ASSET MANAGEMENT AG 92 - 2023-12-31 1,281,020 $130,369,000 209,210
   PNC FINANCIAL SERVICES GROUP INC 146 - 2023-12-31 1,270,945 $129,344,000 49,552
   PRUDENTIAL CORP PLC 12 - 2023-12-31 1,176,025 $119,684,000 -334,775
   FFT WEALTH MANAGEMENT LLC 2 - 2023-12-31 1,161,082 $118,163,000 10,934
   NUVEEN ASSET MANAGEMENT, LLC 360 - 2023-12-31 1,155,718 $117,617,000 -676,306
   Sequoia Financial Advisors LLC - 2023-12-31 1,141,615 $116,182,000 98,804
   FACTORY MUTUAL INSURANCE CO - 2023-12-31 1,136,700 $115,682,000 -276,500
   MINOT CAPITAL LP - 2023-12-31 1,046,564 $106,509,000 20,112
   HUDSON BAY CAPITAL MANAGEMENT LP 21 - 2023-12-31 1,000,000 $101,770,000 -2,500,000
   JANE STREET GROUP LLC 121 - 2023-12-31 977,330 $99,463,000 -2,040,428
   CREDIT SUISSE/ 205 - 2023-12-31 8,621 $97,359,000 -532
   BLACKROCK INC. 2094 - 2023-12-31 914,802 $93,099,000 477,529
   EVOKE WEALTH LLC 11 - 2023-12-31 895,754 $91,161,000 -17,271
   DIMENSION CAPITAL MANAGEMENT PARTNERS 1 - 2023-12-31 831,580 $84,631,000 27,663
   BESSEMER GROUP INC 167 - 2023-12-31 800,617 $81,479,000 271,950
   POLEN CAPITAL MANAGEMENT INC 31 - 2023-12-31 101,590 $81,021,000 47,303
   Bogart Wealth LLC 6 - 2023-12-31 687,307 $69,947,000 229,766
   ING GROEP NV 31 - 2023-12-31 685,900 $69,804,000 442,100
   J P MORGAN CHASE & CO 971 - 2023-12-31 660,761 $67,246,000 508,706
   ROYAL BANK OF CANADA 598 - 2023-12-31 648,061 $65,953,000 121,035
   BANK OF MONTREAL /CAN/ 361 - 2023-12-31 634,251 $64,744,000 -304,657
   ALLIANCEBERNSTEIN L.P. 516 - 2023-12-31 635,478 $64,673,000 -811,800
   Qube Research & Technologies Ltd 198 - 2023-12-31 592,406 $60,289,000 519,182
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 22 - 2023-12-31 575,902 $58,629,000 44,927
   Bremer Bank National Association 1 - 2023-12-31 566,378 $57,640,000 -203,914
   TWO SIGMA INVESTMENTS LLC 184 *New 2023-12-31 557,800 $56,767,000 557,800
   HSBC HOLDINGS PLC 360 - 2023-12-31 555,569 $56,540,000 -122,513
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 533,089 $54,252,000 -40,635
   BANK OF NEW YORK MELLON CORP 1004 - 2023-12-31 524,641 $53,393,000 7,381
   ENVESTNET ASSET MANAGEMENT INC 606 - 2023-12-31 504,286 $51,321,000 129,261
   CI Private Wealth LLC 215 - 2023-12-31 503,389 $51,230,000 -240,936
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 332 - 2023-12-31 490,367 $49,998,000 259,088
   FJ Investments LLC 8 - 2023-12-31 457,202 $46,529,000 0
   RAYMOND JAMES & ASSOCIATES 421 - 2023-12-31 443,162 $45,101,000 297,698
   GR FINANCIAL GROUP LLC 2 - 2023-12-31 441,771 $44,959,000 192,052
   BROWN ADVISORY HOLDINGS INC 222 - 2023-12-31 431,896 $43,954,000 57,585
   Three Bridge Wealth Advisors LLC 2 - 2023-12-31 413,085 $42,040,000 -4,026
   HIGHTOWER ADVISORS, LLC 288 - 2023-12-31 395,690 $40,274,000 217,181
   Mill Creek Capital Advisors LLC 17 - 2023-12-31 375,601 $38,225,000 -54,353
   GREAT VALLEY ADVISOR GROUP INC. 12 - 2023-12-31 363,214 $36,964,000 56,136
   BB&T CORP 292 - 2023-12-31 334,092 $34,001,000 128,336
   CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC 4 - 2023-12-31 332,624 $33,851,000 50,089
   OAK HILL INVESTMENT MANAGEMENT, L.P. 11 - 2023-12-31 330,267 $33,611,000 -5,226
   EPIQ Capital Group LLC 3 - 2023-12-31 328,700 $33,452,000 3,914
   CITIGROUP INC 422 - 2023-12-31 327,417 $33,321,000 281,634
   Ronald Blue Trust Inc. 27 - 2023-12-31 360,228 $33,274,000 13,256
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 162 - 2023-12-31 318,552 $32,419,000 -7,659
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 210 - 2023-09-30 350,729 $32,397,000 -13,135
   BANK HAPOALIM BM - 2023-12-31 313,247 $31,879,000 -170
   Lido Advisors LLC 46 - 2023-12-31 425,475 $31,482,000 425,475
   BRANDYWINE MANAGERS LLC 1 - 2023-12-31 300,131 $30,544,000 73,348
   Ausdal Financial Partners Inc. 2 - 2023-12-31 298,528 $30,381,000 -17,936
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 13 *New 2023-12-31 294,948 $30,017,000 294,948
   STATE STREET CORP 1987 - 2023-12-31 281,828 $28,682,000 -50,439
   Verger Capital Management LLC 2 - 2023-12-31 268,090 $27,284,000 100,954
   Advisor Group Holdings Inc. 381 - 2023-12-31 266,143 $27,086,000 193,874
   Cresset Asset Management LLC 92 - 2023-12-31 266,062 $27,077,000 128,585
   US BANCORP 258 - 2023-12-31 265,669 $27,037,000 407
   PARTNERS CAPITAL INVESTMENT GROUP LLP 30 - 2023-12-31 264,294 $26,897,000 24,550
   LAZARD ASSET MANAGEMENT LLC 243 - 2023-12-31 259,636 $26,422,000 173,325
   OXFORD FINANCIAL GROUP LTD 11 - 2023-12-31 258,406 $26,298,000 45,503
   Ayalon Holdings Ltd. 1 - 2023-12-31 257,706 $26,227,000 111,893
   Bank Julius Baer & Co. Ltd Zurich 111 - 2023-12-31 245,011 $24,935,000 2,025
   FLOW TRADERS U.S. LLC 23 - 2023-12-31 241,789 $24,607,000 142,521
   BNP PARIBAS ARBITRAGE SA 412 - 2023-12-31 240,143 $24,439,000 83,722
   BARCLAYS PLC 695 - 2023-12-31 234,562 $23,872,000 155,254
   Rockefeller Capital Management L.P. 263 - 2023-12-31 227,795 $23,183,000 15,777
   TACONIC CAPITAL ADVISORS LP 5 - 2023-12-31 227,000 $23,102,000 75,000
   Sargent Bickham Lagudis LLC 9 - 2022-12-31 271,957 $23,084,000 58,512
   NORTHERN TRUST CORP 1554 - 2023-12-31 213,801 $21,759,000 -271,429
   Circle Wealth Management LLC 19 - 2023-12-31 201,800 $20,537,000 10
   Pathstone Holdings LLC 130 - 2023-12-31 198,966 $20,258,000 0
   Waldron LP 22 - 2023-12-31 198,744 $20,226,000 6,876
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 299 - 2023-12-31 195,489 $19,895,000 61,030
   DRW SECURITIES, LLC 8 - 2023-12-31 193,172 $19,659,000 116,304
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 504 - 2023-12-31 187,146 $19,046,000 37,402
   Nationwide Asset Management LLC 1 - 2023-09-30 195,940 $18,150,000 -2,890
   WESTEND ADVISORS LLC 39 - 2023-12-31 174,756 $17,785,000 146,302
   Crestone Asset Management LLC 8 - 2023-12-31 173,769 $17,684,000 2,620
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 140 - 2023-12-31 172,564 $17,562,000 -42,414
   LPL FINANCIAL CORP 947 - 2023-12-31 168,590 $17,157,000 4,369
   VICTORY CAPITAL MANAGEMENT INC 827 - 2023-12-31 163,184 $16,607,000 68,461
   OLD MISSION CAPITAL LLC 33 - 2023-12-31 159,429 $16,225,000 -49,172

  100 Records found
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