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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
   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
   Capital Group Private Client Services Inc. 2 - 2023-12-31 4,204,219 $427,863,000 4,164,952
   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
   WELLS FARGO & CO/MN 317 - 2023-12-31 1,626,845 $165,564,000 520,359
   Sarasin & Partners LLP 27 - 2024-03-31 1,382,440 $152,248,000 2,835
   MINOT CAPITAL LP 2 - 2024-03-31 1,219,124 $134,262,000 172,560
   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
   FFT WEALTH MANAGEMENT LLC 2 - 2023-12-31 1,161,082 $118,163,000 10,934
   Sequoia Financial Advisors LLC - 2023-12-31 1,141,615 $116,182,000 98,804
   BLACKROCK INC. 2094 - 2023-12-31 914,802 $93,099,000 477,529
   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 7 - 2024-03-31 691,221 $76,124,000 3,914
   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
   BANK OF NEW YORK MELLON CORP 874 - 2024-03-31 606,842 $66,832,000 82,201
   ROYAL BANK OF CANADA 598 - 2023-12-31 648,061 $65,953,000 121,035
   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
   BROWN ADVISORY HOLDINGS INC 194 - 2024-03-31 512,727 $56,467,000 80,831
   ENVESTNET ASSET MANAGEMENT INC 606 - 2023-12-31 504,286 $51,321,000 129,261
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 332 - 2023-12-31 490,367 $49,998,000 259,088
   GR FINANCIAL GROUP LLC 2 - 2023-12-31 441,771 $44,959,000 192,052
   HIGHTOWER ADVISORS, LLC 288 - 2023-12-31 395,690 $40,274,000 217,181
   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
   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
   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
   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
   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
   Crestone Asset Management LLC 9 - 2024-03-31 205,614 $22,644,000 31,845
   Circle Wealth Management LLC 19 - 2023-12-31 201,800 $20,537,000 10
   Waldron LP 22 - 2023-12-31 198,744 $20,226,000 6,876
   DRW SECURITIES, LLC 8 - 2023-12-31 193,172 $19,659,000 116,304
   Bricktown Capital LLC 9 - 2024-03-31 163,276 $17,982,000 7,416
   WESTEND ADVISORS LLC 39 - 2023-12-31 174,756 $17,785,000 146,302
   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
   HPM Partners LLC - 2023-12-31 155,820 $15,858,000 97,050
   NEUBERGER BERMAN GROUP LLC 678 - 2023-12-31 149,980 $15,263,000 16,447
   Drake & Associates LLC 8 - 2023-12-31 146,302 $14,889,000 4,128
   Ashford Advisors LLC 6 - 2024-03-31 120,285 $13,247,000 81,094
   Banco Santander S.A. 92 - 2023-12-31 128,637 $13,091,000 37,075
   CENTAURUS FINANCIAL INC. 14 - 2023-12-31 126,704 $12,895,000 1,618
   LOWE BROCKENBROUGH & CO INC 32 - 2023-12-31 120,263 $12,239,000 108,258
   Gryphon Financial Partners LLC 11 - 2023-12-31 119,706 $12,043,000 14,208
   COMERICA BANK 354 - 2023-12-31 110,737 $11,270,000 27,640
   GLENMEDE TRUST CO NA 338 - 2023-12-31 108,878 $11,081,000 42,764
   PATHSTONE FAMILY OFFICE, LLC 166 - 2023-09-30 113,322 $10,476,000 10,103
   COLONY GROUP LLC 135 - 2023-09-30 112,173 $10,361,000 4,550
   ADVISORY RESEARCH INC 15 - 2023-12-31 100,673 $10,245,000 98,290
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 297 - 2023-12-31 93,600 $9,526,000 83,600
   STIFEL FINANCIAL CORP 791 - 2023-12-31 93,417 $9,507,000 60,457
   CWM LLC 298 - 2024-03-31 85,514 $9,418,000 12,311
   NYL Investors LLC 13 - 2023-12-31 91,800 $9,342,000 28,000
   Sepio Capital LLC 23 - 2023-12-31 87,838 $8,939,000 2
   TRUSTCORE FINANCIAL SERVICES LLC 19 - 2022-12-31 103,683 $8,801,000 75,596
   BIP Wealth LLC 24 - 2023-12-31 83,760 $8,524,000 6,745
   CIBC WORLD MARKETS INC. 254 - 2023-12-31 82,162 $8,362,000 69,064
   Plan Group Financial LLC 3 - 2024-03-31 73,441 $8,088,000 8,487
   MILLENNIUM MANAGEMENT LLC 1538 - 2023-12-31 78,458 $7,985,000 10,162
   Sierra Capital LLC 9 - 2023-12-31 78,282 $7,967,000 2,362
   Beirne Wealth Consulting Services LLC 5 - 2023-12-31 74,363 $7,568,000 63,334
   Harel Insurance Investments & Financial Services L 78 - 2023-12-31 73,324 $7,462,000 15,867
   Balentine LLC 37 - 2023-12-31 72,920 $7,421,000 190
   PFG Advisors 37 - 2023-12-31 72,656 $7,394,000 3,489
   Stonehearth Capital Management LLC 10 - 2024-03-31 67,032 $7,382,000 47,375
   TD CAPITAL MANAGEMENT LLC 30 - 2023-12-31 70,107 $7,135,000 149
   GOTHAM ASSET MANAGEMENT, LLC 199 - 2023-12-31 64,775 $6,592,000 10,252
   Annis Gardner Whiting Capital Advisors LLC 6 - 2023-12-31 64,459 $6,560,000 6,988
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 621 - 2024-03-31 58,119 $6,401,000 3,367
   CAPITAL WORLD INVESTORS 467 - 2023-12-31 60,818 $6,201,000 35,658
   SILVER OAK SECURITIES Inc 29 - 2023-12-31 58,338 $5,937,000 55,238
   Financial Enhancement Group LLC 42 - 2024-03-31 51,724 $5,551,000 910
   AMERIPRISE FINANCIAL INC 2221 - 2023-12-31 53,127 $5,416,000 6,664
   Northside Capital Management LLC 15 - 2024-03-31 48,164 $5,304,000 55
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 529 - 2023-12-31 51,864 $5,278,000 363
   We Are One Seven LLC 82 - 2023-12-31 50,419 $5,131,000 1,362
   ATRIA INVESTMENTS LLC 301 - 2023-12-31 48,296 $4,915,000 14,207
  100 Records found
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