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Get Institutions for : 
iShares MSCI ACWI Index (ACWI)  
$107.38 0.99 (0.93%) as of 4:30 Fri 4/26


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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  : 
11.71 (12.24%)  




 
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
   CIBC WORLD MARKETS CORP 9 *New 2023-12-31 3,500,000 $356,195,000 3,500,000
   TWO SIGMA INVESTMENTS LLC 184 *New 2023-12-31 557,800 $56,767,000 557,800
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 13 *New 2023-12-31 294,948 $30,017,000 294,948
   COLONY GROUP, LLC 136 *New 2023-12-31 118,426 $12,052,000 118,426
   Altman Advisors Inc. 2 *New 2023-12-31 101,519 $10,332,000 101,519
   TWO SIGMA ADVISERS, LLC 517 *New 2023-12-31 101,400 $10,319,000 101,400
   MANAGED ASSET PORTFOLIOS LLC 33 *New 2023-12-31 57,723 $5,874,000 57,723
   Privium Fund Management (UK) Ltd 12 *New 2023-12-31 35,900 $3,622,000 35,900
   GRT CAPITAL PARTNERS LLC 17 *New 2023-12-31 27,292 $2,778,000 27,292
   Prime Capital Investment Advisors LLC *New 2023-12-31 25,396 $2,585,000 25,396
   Simplicity WealthLLC 301 *New 2024-03-31 23,087 $2,543,000 23,087
   Wick Capital Partners LLC 17 *New 2023-12-31 24,705 $2,514,000 24,705
   ADVISORS CAPITAL MANAGEMENT LLC 245 *New 2023-12-31 22,137 $2,253,000 22,137
   OPPENHEIMER ASSET MANAGEMENT INC 513 *New 2023-12-31 19,666 $2,001,000 19,666
   Avestar Capital LLC 62 *New 2023-12-31 17,895 $1,821,000 17,895
   Adviser Investments LLC 239 *New 2023-12-31 17,678 $1,799,000 17,678
   TORON CAPITAL MARKETS INC. 93 *New 2023-12-31 17,131 $1,743,000 17,131
   UNIQUE WEALTH LLC 33 *New 2024-03-31 14,906 $1,642,000 14,906
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 201 *New 2024-03-31 14,858 $1,636,000 14,858
   RSM US WEALTH MANAGEMENT LLC 246 *New 2023-12-31 10,843 $1,103,000 10,843
   Prospect Financial Services LLC 33 *New 2024-03-31 8,174 $900,000 8,174
   REED CONNER & BIRDWELL LLC 133 *New 2023-12-31 8,467 $862,000 8,467
   SFMG, LLC 101 *New 2023-12-31 7,592 $773,000 7,592
   Benchmark Investment Advisors LLC 160 *New 2023-12-31 6,546 $666,000 6,546
   Apollon Wealth Management LLC 580 *New 2023-12-31 6,396 $651,000 6,396
   Accurate Wealth Management LLC 156 *New 2024-03-31 4,312 $451,000 4,312
   Souders Financial Advisors *New 2023-12-31 4,370 $445,000 4,370
   Sivia Capital Partners LLC 60 *New 2024-03-31 3,882 $428,000 3,882
   SEABRIDGE INVESTMENT ADVISORS LLC *New 2023-12-31 3,857 $393,000 3,857
   Phillips Wealth Planners LLC 75 *New 2023-12-31 3,811 $384,000 3,811
   THOROUGHBRED FINANCIAL SERVICES LLC 433 *New 2023-12-31 3,427 $348,000 3,427
   NAVELLIER & ASSOCIATES INC 267 *New 2023-12-31 2,914 $297,000 2,914
   SEI INVESTMENTS CO 2282 *New 2023-12-31 2,862 $291,000 2,862
   Change Path LLC 528 *New 2023-12-31 2,647 $269,000 2,647
   THRIVENT FINANCIAL FOR LUTHERANS 2316 *New 2023-12-31 2,513 $256,000 2,513
   GRAYHAWK INVESTMENT STRATEGIES INC. 109 *New 2023-12-31 2,240 $228,000 2,240
   WEDBUSH MORGAN SECURITIES INC 913 *New 2023-12-31 2,172 $221,000 2,172
   Schneider Downs Wealth Management Advisors LP 108 *New 2023-12-31 2,167 $221,000 2,167
   Orin Green Financial LLC 69 *New 2023-12-31 2,147 $219,000 2,147
   VISTA CAPITAL PARTNERS, INC. 82 *New 2023-12-31 2,077 $211,000 2,077
   Rehmann Capital Advisory Group 527 *New 2023-12-31 2,011 $205,000 2,011
   ELEVATUS WELATH MANAGEMENT 89 *New 2023-12-31 2,006 $204,000 2,006
   Port Capital LLC 86 *New 2023-12-31 2,000 $204,000 2,000
   CARDIFF PARK ADVISORS LLC 240 *New 2023-12-31 1,598 $163,000 1,598
   FSA Wealth Management LLC 67 *New 2023-12-31 1,316 $134,000 1,316
   Ritter Daniher Financial Advisory LLC / DE 102 *New 2023-12-31 1,195 $122,000 1,195
   Christopher J. Hasenberg Inc 27 *New 2024-03-31 870 $96,000 870
   Scarborough Advisors LLC 122 *New 2023-12-31 877 $89,000 877
   Castleview Partners LLC 224 *New 2023-12-31 836 $85,000 836
   Eagle Bay Advisors LLC 272 *New 2023-12-31 552 $56,000 552
   Strategic Wealth Partners Group LLC 65 *New 2023-12-31 532 $54,000 532
   RICHARD BERNSTEIN ADVISORS LLC 204 *New 2023-12-31 350 $36,000 350
   SCBT FINANCIAL CORP 391 *New 2023-12-31 291 $30,000 291
   CREATIVE FINANCIAL DESIGNS INC /ADV 868 *New 2023-12-31 233 $24,000 233
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 503 *New 2023-12-31 151 $15,000 151
   WHITE BAY PT LLC 321 *New 2023-12-31 101 $10,000 101
   Private Ocean LLC 370 *New 2024-03-31 85 $9,000 85
   Dunhill Financial LLC 271 *New 2023-12-31 62 $6,000 62
   McIlrath & Eck LLC 782 *New 2023-12-31 19 $2,000 19
   St. James Investment Advisors LLC 93 *New 2022-12-31 24 $2,000 24
   Register Financial Advisors LLC 719 *New 2024-03-31 0 $0 0
   HORIZON INVESTMENTS, LLC/SC 793 *New 2023-12-31 2 $0 2

  62 Records found
  1    
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